Work Request portfolio analytic that allows analysis of work requests by category, originating business unit, etc. (any configured single select work request structures). Parameters to control the time horizon, based on request creation and the work request statuses considered.
REQ01 Request Portfolio Balance example
Business Outcomes
Analysis of incoming demand to determine the origin and type of demand and the time phasing (when requested).
Supporting Capabilities
Requests
Project Intake
User Guide
Coming soon.
Administration: User Parameter Configuration
Parameters
Description
Configuration Options
Default/Example Settings
Slicer:
Any work request alternate structure that is used as the slicer in the pie chart.
Parameter defines the default parameter selected when user first runs the report.
wr2_wr
Category:
Any work request alternate structure that is used as the category in the stacked bar chart.
Parameter defines the default parameter selected when user first runs the report.
wbs713_wr
Breakdown By:
Controls the time phased chart.
Options are week, month, quarter, and year
breakdown_by=month
Request Status(es):
User can select one/many work request statuses to filter the report by.
Parameters define which status values are selected by default. Uses the sequence ID of the request status value.
User defines a start and end date for the selection of requests based on the date that the request was created (Requested On).
Can specify a default based on a number of periods (as defined in the “Breakdown By” parameter.
default_horizon=12
Detail Table:
User can determine whether analytic shows chart, table, or both.
Available options are:
table_layout=plain
table_layout=grouped
If not provided the default is "plain"
No default (plain)
Administration: Hidden Parameter Configuration
Parameters
Description
Configuration Options
Default/Example Settings
Table Columns
Three columns available for configuration.
First column shown is the slicer, second is the category, based on the parameters.
Three configurable columns can bet added, between the First Dispatched By and the Dispatched Entity Type
lc_role_2744_wr
Report Title
Configurable report title that appears at the top of the report.
If a longer report title is required, then create additional report_title=xxx entries and these will be concatenated together based on the order in which they are listed in the configuration structure.
