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STR51 - Strategy Portfolio Associated Work Matrix


strategy portfolio based report that shows status and data on the projects associated to the programs and initiatives in the portfolio. Report is equivalent to WRK01, but is based on a strategic portfolio.



Strategy Portfolio Associated Work Matrix  example


Business Outcomes

  • Supports the tracking of performance of projects associated with Programs.
  • Program Managers can analyze and understand project metadata in the context of the potential impact on strategic programs.
  • Provides data to support the efficient managing of programs.



Supporting Capabilities

  • Strategic Planning
  • Strategic Financial Planning



User Guide

Coming soon.



Administration: User Parameter Configuration

Parameters Description Configuration Options Default/Example Settings
Show Bubble Label: Determine whether the bubbles have an associated label. Options are;
none = None
export = Export
​both = Browser & Export  
Size Attribute:  Measure used to size the bubble.
The available measures include;
Any numeric attribute that is enabled for “Use in Configurable Charts” in the attribute display setting, including standard numeric fields, custom numeric fields, effort, duration and currency. 
Color Attribute: Attribute that will be used to color the bubbles representing each strategy. Any single select strategic attribute. Must have charting (color) options configured. Color plotted will be based on this config.  bubble_color=wbs709_plan
Y-Axis Attribute: Attribute that will be plotted on the Y-Axis Same as the size attribute, plus any date attribute. x_axis=none
X-Axis Attribute: Primary plot on the X-Axis Same as the size attribute, plus any date attribute. y_axis=score1
X-Axis Grouping: Grouping (by an attribute) within the X Axis range. Any single select strategic alternate structure (enabled for Analyze Charts) plus Lifecycle Roles. Lifecycle stage recommended x_axis_group=wbs28_plan
Sort X Axis Grouping: Define the sorting order for the X-Axis Grouping (if defined) Two options:
Alphabetical (default)
Structure Order
Default cannot be changed



Administration: Hidden Parameter Configuration

Parameters Description Configuration Options Default/Example Settings
Table Columns Report supports 3 required/grouped columns plus 3 optional columns.    strat_name
Bubble Label Determine which attribute is used for the bubble label Recommend Strategy Name or Strategy ID label_attribute=project_description
Depth Restriction Sets the level of the structure that is reported on A value of zero (0) removes such limit. restrict_depth=5
Table Format Defines how the detail table at the bottom is formatted The value “sectiongroup” renders a table with grouping, whereas “plain” renders a table that’s good for analysis in Excel.  Neither of these apply when the report view is “Dashboard” because the table is hidden. table_format=grouped
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 Associated Work Matrix



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/RPM/Strategy_RPM/RPM-STR51/RPM-STR51_v2.rdl
Database This report uses the transactional database and updates will be real-time.
Report Developer Info RPM-STR51_v2 RDL is a derivative of the BUBBLE01 RDL