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STR01 - Strategy/Program Portfolio Details

Overview

Strategy portfolio analytic that summarizes key data points relating to the strategic hierarchy – the strategic missions, objectives and investment programs of the Organization.

The report can be configured to show specific attributes, fields, dates and financial plan measures associated with each strategic entity.

           

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STR01 Strategy/Program Portfolio Details example

           

           

Business Outcomes

  • Understanding of the commitment of investment funds to strategic initiatives and programs of work.
  • Understanding of the health of these programs of work; dates, spend, benefits realization and overall health.

           

           

Supporting Capabilities

  • Strategic Funding

           

           

Administration: User Parameter Configuration

Parameters Description Configuration Options Default/Example Settings
Table Format: Determine whether a grouping should be made on the SBS hierarchy or a flat table should be displayed Values are:
Grouped (grouped)
Non-grouped/Plain (plain)
table_format=grouped

           

           

Administration: Hidden Parameter Configuration

Parameters Description Configuration Options Default/Example Settings
Table Columns The list of columns to display is fully configurable Up to 30 columns can be displayed. sbs_level_2_strategy
sbs_level_3_strategy
sbs_level_4_strategy
strat_name
opcapappr_strategy
sps2_strategy
str32_strategy
str30_strategy
str33_strategy
str35_strategy
grs_fm_fcst_cos_dflt_strategy
grs_fm_bdgt_cos_dflt_strategy
assoc_work_strategy
Restrict Depth Restrict Depth Will restrict the display to the specified depth of the Strategic Breakdown Structure. restrict_depth=5
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. report_title=Strategy Portfolio Details

           

           

Technical/Database Information

Report (RDL) Location …/Reports/RPM_PROD/Strategy_RPM/RPM-STR01/RPM-STR01_v2.rdl
Database This report uses the transactional database and updates will be real-time.
Report Developer Info RPM-STR01_v2 RDL is a derivative of the ATTRIB01 RDL