Skip to main content
Planview Customer Success Center

WRK08 - Change Request Matrix

Overview

Change Request Log summary for a portfolio of projects.
Matrix is used to classify change requests by two parameterized attributes, including project name.
Matrix is drillable to slice/dice the list of change requests.
Table shows key change request fields, attributes, ownership and date information.

           

clipboard_ea02f20f9942709a6bb04d6bc4d846b5e.png

WRK08 example

           

           

Business Outcomes

  • Determine which projects in the portfolio have raised change requests and analyze these by type and priority.
  • Implement a consistent process for change control management.
  • View into quality of requirements and estimating processes.
  • Capture Change Request metrics to improve gating of projects
  • Governance Board/Steering Committee view into decisions needed.

           

           

Supporting Capabilities

  • Change, Risk, and Issue Management

           

           

User Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
Status(es): Select one or many status values that will filter down the changes returned in the report Defaults to all statuses excluding Closed and Transferred. Default can not be changed
Horizontal Attribute: Defines the columns in the matrix (the attributes that are displayed horizontally);
 
Any Change/CRI single select attribute, plus project name and activity name. X_struc=cri1_cri
Vertical Attribute: Defines the rows in the matrix (the attributes that are displayed vertically); Any Change/CRI single select attribute, plus project name and activity name. Y_struc=cri3_cri

           

           

Hidden Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
Table Columns Total of fifteen columns available, after the CRI Title
 
If the columns used for the Horizontal and Vertical plots in the matrix are not included in the eight available columns, these will be appended on the end of the table. cri_code
cri_desc1
cri2_cri
cri1_cri
cri3_cri
resp_resource_name_cri
​cri_targetdate 
CRI Type Parameter which makes report Change specific Since a single RDL (CRI02) is used for all CRI matrix reports, this parameter determines what will be displayed in the report: Changes, Risks, or Issues. cri_type=C
Table highlight color Cells in the matrix are drillable. This determines the highlight color for a cell when it has been drilled.   matrix_highlight_color=Cornsilk
Filter on CRI Attribute This configuration entry identifies the attribute that is to be used in the filter. The configuration entry value is:
  • cri_filter_attrib=attribute ID

 
cri_filter_attrib=

The default/unconfigured value is “none” (no filtering)
CRI Filter Attribute Value This configuration entry identifies the structure_code/sequenceID or user_name of the value to be filtered on (included). The configuration entry value is:
  • cri_filter_value=attribute value ID
To indicate multiple values, make multiple entries.
cri_filter_value=

The default/unconfigured value is “none” (no filtering)
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=Change Request Matrix

           

           

Additional Information

The matrix cells are drillable. Clicking on the number in a cell will filter the lower table to show the changes classified in the matrix cell.

Project Name can be chosen as the matrix row (Vertical Attribute). This provides a change request count per project.

           

           

Technical/Database Information

Report (RDL) Location …/Reports/FastTrack/Mixed_Use/CRI01-WorkCRIMatrix/CRI01.rdl
Database This report uses the transactional database and updates will be real-time.