STR02 - Strategic Portfolio Balance
- STR01 - Strategy/Program Portfolio Details
- STR02 - Strategic Portfolio Balance
- STR03 - Strategic Portfolio Prioritization
- STR08 - Strategy Portfolio Associated Change Requests
- STR09 - Strategy Portfolio Associated Risk
- STR11 - Strategy Portfolio Associated Issues
- STR31 - Strategic Portfolio Cost and Benefit Analysis
- STR32 - Strategic Portfolio Financial Performance
- STR33 - Strategic Initiative Pipeline Matrix
- STR34 - Strategic Portfolio Investment Risk and Reward
- STR41 -Strategy Process Analysis - Lifecycle Stage
- STR42 - Strategy Process Analysis - Strategy Status
- STR43 - Strategy Process Analysis - Investment Approval
- STR51 - Strategy Portfolio Associated Work Matrix
- STR53 - Work Portfolio Balance Dashboard
- STR54 - Strategic Portfolio Dashboard
Strategy Portfolios: For More Information
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Overview
Provides count of the strategic initiatives/programs in a portfolio, allowing analysis by a primary and secondary attribute.
Strategic Portfolio Balance example
Business Outcomes
- Drive data quality through data auditing.
- Ensure a balanced portfolio, by identifying when a portfolio is disproportionately balanced based upon dynamically selectable attributes.
- Identify where adjustments should be made to portfolios based upon shifting organizational priorities.
Supporting Capabilities
- Strategic Planning
Administration: User Parameter Configuration
| Parameters | Description | Configuration Options | Default/Example Settings |
| Primary Attribute (Pie Attribute) | The primary attribute to use for the pie and the stacked bars | Any strategic single select strategic alternates structure that has been enabled in Attribute properties to be “Available in Analyze Charts” or any levels of the primary structure can be used here. The Pie Attribute entry will determine the default primary (pie chart) attribute that is selected when the dashboard and report open. This should be set to key attribute. Chart colors will be based on the attribute charting options. |
pie_attribute=spsstatus_strategy |
| Bar Chart Grouping | Attribute to use for the X axis in the bar chart | Any strategic single select strategic alternates structure that has been enabled in Attribute properties to be “Available in Analyze Charts”. The Bar Category entry will determine the default bar chart stack attribute that is selected when the dashboard and report open. Set this to a key attribute for the customer. |
bar_category=str33_strategy |
Administration: Hidden Parameter Configuration
| Parameters | Description | Configuration Options | Default/Example Settings |
| Table Columns | The selected primary attribute and grouping attribute in the parameter selection will automatically be displayed as the first two columns in the table. The values in the config structure define the two columns before project name, and two columns after project name |
Two columns available before the strategy name and it is recommended that SBS parent levels are used in these columns. Two columns are available after the strategy name and it is recommended to use key status and/or responsibility attributes |
sbs_level_4_strategy sbs_level_5_strategy str32_strategy assoc_work_strategy |
| 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=Strategic Portfolio Balance |
Technical/Database Information
| Report (RDL) Location | …/Reports/RPM_PROD/Strategy_RPM/RPM-STR02/RPM-STR02_v2.rdl |
| Database | This report uses the transactional database and updates will be real-time. |
| Report Developer Info: | RPM-STR02_v2 RDL is a derivative of the CHART02 RDL |