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STR03 - Strategic Portfolio Prioritization

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Overview

Bubble chart that allows prioritization, cost, benefit, revenue and effort measures be plotted against strategic initiative/program status dimensions (such as lifecycle stage and strategic alignment providing a value vs. cost visualization of the portfolio pipeline.

           

STR03.png

Strategic Portfolio Prioritization Matrix bubble chart example

           

           

Business Outcomes

  • Make portfolio adjustments based on strategic initiative performance and priority.
  • Drill down into under performing initiatives to determine corrective actions.
  • Make benefit trade-off decisions to shift spending from under performing initiatives to increase portfolio value.
  • Identify resource intensive projects that may be over performing or under performing to target resource shifts.

           

           

Supporting Capabilities

  • Strategic Planning

           

           

Administration: User Parameter Configuration

Parameters Description Configuration Options Default/Example Settings
Show Bubble Label Determine whether a label should be displayed next to the label Values:
  • No Label (No)
  • Export Only (export)
  • Browser and Export (both)
 show_bubble_label=both
Size Attribute Define the attribute that will be used for the size of the bubble Any financial amount and $SBS numerical field can be selected here bubble_size=grs_fm_fcst_cos_dflt_strategy
Color Attribute Define the attribute that will be used for the color Only $SBS alternate structures with the color defined can be selected here bubble_color=str33_strategy
Y-Axis Attribute Define the attribute that will be used for the Y-Axis Any financial amount and $SBS numerical field can be selected here y_axis=x_score
X-Axis Attribute Define the scalar attribute that could be used for the X-Axis Any financial amount and $SBS numerical field can be selected here   It is also possible to not define such an attribute by using the following option: “** No Scalar Attribute – Grouping Only **” If this is the default option. X_axis should be set to NULL x_axis=grs_fm_bdgt_cos_dflt_strategy
X-Axis Grouping Define the attribute that could be used for the grouping on the X axis Any $SBS alternature structure can be defined here.   It is also possible to not define such a grouping by using the following option: “** No grouping **” If this is the default option. X_axis_group should be set to NULL   x_axis_group=sps2_strategy
Sort X Axis Grouping Define the sorting order for the X-Axis Grouping (if defined) Two options:
Alphabetical (default)
Structure Order		  Default can not be changed

           

           

Administration: Hidden Parameter Configuration

Parameters Description Configuration Options Default/Example Settings
Table Columns Columns to be displayed in the table. Two attributes can be defined here: the first one will be the first column of the table The second one will be displayed after the strategic  entity description sbs_level_5_strategy
spsstatus_strategy
 Restrict Depth Will restrict the display to the specified depth of the structure that is reported on A value of zero (0) removes such limit. restrict_depth=5
Label Attribute Attribute to be displayed for the label (if Bubble labels are displayed) Recommended to display the strategic entity name (default) label_attribute=strat_name

           

           

Additional Information

  • The measures (Size attribute, X-Axis and Y-Axis) include derived financial plan based columns, for each financial planning account type, baseline version, forecast version actuals and forecast cost version forecast and forecast version total.
  • Financial management sub-total or calculated columns are not available as measure attributes. These can be added through a reporting attribute data model extension. Please refer to Global Reporting Services.
  • The chart will plot projects with a zero value on the bubble size attribute – they are shown with a very small (minimum size) bubble. The tool tip hover on the bubble shows the values being plotted.

           

           

Technical/Database Information

Report (RDL) Location …/Reports/FastTrack/Mixed_Use/BUBBLE01-PipelineMatrix/BUBBLE01.rdl
Database This report uses the transactional database, and updates will be real-time.