STR33 - Strategic Initiative Pipeline Matrix
- STR04 - Strategy/Program Financial Health
- STR31 - Strategic Portfolio Cost and Benefit Analysis
- STR32 - Strategic Portfolio Financial Performance
- STR33 - Strategic Initiative Pipeline Matrix
- STR34 - Strategic Portfolio Investment Risk and Reward
- STR51 - Strategy Portfolio Associated Work Matrix
- STR52 - Strategy Portfolio Associated Work Balance
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Overview
Strategic portfolio report that can select cost or revenue/benefit based measures from the financial planning data to drive bubble size and visualize the pipeline of strategic initiatives. Report can be configured to run against each level in the strategy structure.
Business Outcomes
- Ensure that governance is focused on the high cost and high impact (benefit or revenue generating) initiatives.
- Identify high value investments that are reporting adverse status and ensure they are brought back into tolerance.
- Ensure that there is a balance, across the delivery pipeline with a spread of high reward initiatives across the planning horizon.
Supporting Capabilities
- Strategic Financial Planning
- Strategic Planning
Administration: User Parameter Configuration
Parameters | Description | Configuration Options | Default/Example Settings |
Table Columns | 2 columns before and 2 columns after the strategic entity name can be defined | It is recommended that SBS parent levels are used in the first two columns. It is recommended that the two columns are used for key status and/or responsibility attributes |
sbs_level_2_strategy sbs_level_3_strategy spsstatus_strategy sps2_strategy |
Currency | Currency in which the amounts should be displayed | There are several values only if the multi currency option is enabled. Default is the system default currency | Default cannot be changed |
Version | Version to consider | Default is the version specified in the version_id parameter (or version marked as forecast otherwise) | Version_id= |
Financial Measure | Unit to use to display the numbers | Values are:
|
fm_measure=amount |
Financial Category | Specify whether costs or benefits/revenues should be displayed | Values are:
|
Financial_category=cost |
Account Types | Specify the account types that should be considered | This is multi select parameter Values are:
|
There is a line for each possible value: account_type=ACTP$EXP account_type=ACTP$CAP account_type=ACTP$LAB |
Filter by Budget Line Attribute | Can be used to filter down on a given line attribute | By default it is “No Filtering” But one of the used line attribute could be selected. The values to consider for the filtering are defined in the next parameter | Default cannot be changed |
Filtered Values | Has to be used if the “Filter by Budget Line Attribute” is selected | Multi Select attributes | Default cannot be changed |
Accounts | Specify the accounts that should be considered | This is a multi select parameter This list takes into account the account type parameter | Default cannot be changed |
Period Starting | Starting Month for the interval | Default=Horizon start of the Financial Model | Default cannot be changed |
Period Ending | Finishing Month for the interval | Default=Horizon Finish of the Financial Model | Default cannot be changed |
Max Line Attributes | Number of line attributes to consider in the table | Max_line_attributes=2 | |
Color Attribute | Attribute to use for the color | Any of the attribute with defined colors could be used | Color_attribute=str33_strategy |
X-Axis Attribute | Attribute to use for the X-Axis | Any of the strategy attributes (fields, alternate structure, SBS) could be used | X_axis=sps2_strategy |
Y-Axis Attribute | Attribute to use for the Y-Axis | Any of the strategy fields could be used | Y_axis=x_score |
Show Bubble Labels | Determine whether the labels should be displayed next to the labels | Values are:
|
Show_bubble_label=export |
Administration: Hidden Parameter Configuration
Parameters | Description | Configuration Options | Default/Example Settings |
Bubble Label Attribute | What should be displayed next to the bubble | Bubble_label_attribute=strat_name | |
Show Bubble Size | Indicates whether or not the amounts that is used for the size of the bubble should be displayed when Bubble labels are displayed | Available options are: Yes (Y) or No (N) |
Show_bubble_size=Y |
Depth Restriction | This parameter is used to set the level of the structure that the report is executed on, restricting the results to a specified depth of the Strategic Breakdown Structure. | Use the parameter:
A value of zero (0) removes such limit. |
restrict_depth=0 |
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 Initiative Pipeline Matrix |
Additional Information
Details of the attributes, data types and parameters available for each report dimension;
- X Axis – The attributes available for use on the X axis include categorical dimensions such as strategy alternate structures, SBS hierarchy parent values, strategy numerical fields and strategy date based fields, such as actual/Scheduled finish date. The values will be plotted based on the chronology, size or attribute place (position in the alternate structure definition).
- Y Axis – strategy numerical fields are available for selection in the Y-axis parameter. Typical data points to use are a prioritization or risk scoring attribute (field). Bubble Size – Financial Value; the z axis shows data from the financial plan.
The following parameters are used to determine what is shown:- Currency; if Planview Portfolios is configured to support multi-currency then this parameter allows selection of the currency to display the financial values in. Standard currency conversions are used.
- Working Version; a single active financial plan version can be selected. This defaults to the Version Marked as Forecast.
- Financial Measure; financial planning can be used to store financial, effort and unit data. Only one measure type can be selected, to ensure that different data types are not aggregated.
- Financial Category; selections are either “Cost” or “Revenue/Benefit”. These are determined by the financial management account configuration.
- Account Types; Capital/Expense/Labor; based on the financial management account configuration, this parameter allows further filtering of the financial data that is aggregated for the Y Axis.
- Accounts; this list is dynamically built based on the prior selections and shows the hierarchy of all accounts configured in the model that fit the Category and Account Type selections.
- Max Line Attributes; this determines how the data is displayed in the table, specifically how many line attributes
Color Attribute; alternate structures that have been defined with Charting Colors are available for selection as the bubble color. Show Bubble Labels; this determines whether labels are shown for the bubbles for on-screen viewing of the report, export of the report or not at all. Note, when viewed on screen, each bubble has a mouse over hover tool tip that shows the values associated with each bubble.
Technical/Database Information
Report (RDL) Location | …/Reports/RPM_PROD/Strategy_RPM/RPM-STR33/RPM-STR33_v2.rdl | Report (RDL) Location |
Database | This report uses the transactional database and updates will be real-time. | Database |
Report Developer Info: | RPM-STR33_v2 RDL is a derivative of the FM33 RDL | Report Developer Info: |