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Planview Customer Success Center

WRK01 - Project Pipeline Matrix

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Overview

 Bubble chart that allows project measures (such as cost of effort) to be plotted against project status dimensions (such as lifecycle stage and project condition), providing a value vs. cost visualization of the portfolio.

The user is able to select different project based dimensions (attributes) and measures (effort, financials) for plotting the matrix.

           

WRK01.jpg

WRK01 example

                      

           

Business Outcomes

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

           

           

Supporting Capabilities

  • Project Monitoring and Status
  • Project Planning and Scheduling
  • Analysis and Prioritization

           

           

Report Business Rules

  • If there are projects in the portfolio that have zero values in the measure being used for the bubble size (Z axis), the report will display all projects with an equal sized bubble.

           

           

           

User Parameter Configuration (for Administrators)

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 		 show_bubble_label=both
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. 		 bubble_size=grs_fm_fcst_cos_dflt_plan
 
Color Attribute: Attribute that will be used to color the bubbles representing each project. Any single-select work 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 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, plus any date attribute.		 x_axis=ac_finish
 
X-Axis Attribute: Primary plot on the X-Axis 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, plus any date attribute.		 y_axis=score1
X-Axis Grouping: Grouping (by an attribute) within the X Axis range. Any single select work alternate structure (enabled for Analyze Charts) plus Lifecycle Roles. Lifecycle stage is recommended. x_axis_group=wbs28_plan
Sort X Axis Grouping: Defines the order that the X-Axis Grouping attribute values display on the bubble chart (if X-Axis Grouping is defined). Two options:
  • Alphabetical (default)
  • Structure Order
Structure Order should be selected for process or status X-Axis Grouping attributes to ensure the groupings display in the sequential order defined in the structure.

Example - Alphabetical:
- Build Phase
- Design Phase
- Implementation Phase
- Planning Phase

Example - Structure Order
- Planning Phase
- Design Phase
- Build Phase
- Implementation Phase 		 Default cannot be changed

           

           

Hidden Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
Table Columns Options to display one column before the project name and one column after the project name.   wbs_level_2_plan
wbs20_plan
 Bubble Label Determine which attribute is used for the bubble label. Recommend Project Name or Work ID. label_attribute=project_description
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
Report Title Configurable report title that appears at the top of the report. If a longer report title is required, create additional report_title=xxx entries. These will be concatenated together based on the order in which they are listed in the configuration structure.  report_title=Work Portfolio Priority 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 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 tooltip 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.