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Planview Customer Success Center

WRK19 - Work Attribute Change History

Overview

Analytic that is designed to give visibility into the health of data about projects and the effectiveness of adoption of the Planview Portfolios solution. Reports on changes in the value of key work attributes, such as work status, priority, lifecycle stage, investment approval status and plots the number of times an attribute is changed each month.

           

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WRK19 example

           

           

Business Outcomes

  • Measurement of the effectiveness of the adoption of the Planview Portfolios solution by monitoring activity in the portfolio management process.
  • Accurate and timely project data is essential to driving value from the {{PVEOPRM} portfolio management solution. 

           

           

Supporting Capabilities

  • Project Planning and Scheduling

           

           

User Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
Attribute to analyze Analysis time interval Control available on the time interval for analysis; week, month, quarter, year breakdown_by=month
Breakdown by Ability to breakdown returned data by attribute Any work single select alternate structures that are enabled for history tracking and marked as analyzable structure_name=Wbs20
Range Start/End Date range for analysis Configure a default date range for the data returned.

default_start=x and default_end=y
(where x and y are integers that represent the number of "breakdown by" periods from today.

Example:
default_start=-6
default_end=0
Assuming the breakdown period is one month, the default start date will be six months ago until now (zero will always be interpreted as today).
default_start=-6
default_end=0

           

           

Hidden Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
Table Columns Five configurable columns available for display in the table Three columns available before the project name, two after. wbs_level_2_plan
wbs_level_3_plan
work_id
c_role_xxx_plan
lc_role_249_plan
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 Attribute change History

           

           

Additional Information

The analysis is only made on changes to the attribute value at the project level (PPL).

           

           

Technical/Database Information

Report (RDL) Location …/Reports/FastTrack/Work/WRK19-AttributeChangeHistory/WRK19.rdl`
Database This report uses the transactional database and updates will be real-time.