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WRK32 - Project/Work Portfolio Financial Burndown Comparison


  • Single project and work portfolio report that allows the comparison of one/many versions of project and portfolio financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). Includes a burn down chart for the whole portfolio and for each project.
  • The report includes;
    • Portfolio based summary time phased chart showing the financial profile (based on one/many financial plan versions) across the whole portfolio (example shown in first image)
    • Project level time phased chart showing the financial profile (based on one/many financial plan versions) for each project (example shown in second image)
    • Detailed data tables



WRK32 Portfolio example




WRK32 Project example



Business Outcomes

  • Tracking of project actual burn and forecast burn to ensure that spend/effort/revenue/benefits are in line with projections.
  • Enable comparisons between stage gate baselines/snapshots to track variances in project cost and revenue profiles as project moves through the stage gate lifecycle, driving improvements in forecast accuracy.
  • Identify investments that are performing badly as they move through execution so that they can be considered for a Go/Kill decision at stage gates.



Supporting Capabilities

  • Financial Management
  • Project Monitoring and Status



User Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
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
Working Version Version to consider (This version will appear first) Default is the version specified in the version_id parameter (or version marked as forecast otherwise) Version_id=
Compare to version(s) Comparison version(s) to consider Use the following syntax to set the default financial version for comparison:
  • comp_version_id=version_ID
Default is version marked as baseline unless overridden
Financial Measure

☑ For Versions v2.5.0 +
This parameter controls the unit of measure to display in the report A default can be set using:
  • fm_measure=
Options for selection and configuration of a default value will depend on what's been configured for the chosen financial model. Possible options include:
  • currency - Currency (Non-Benefit)
  • benefit_currency - Currency (Benefit)
  • ftes - Labor (ftes)
  • hours - Labor (hours)
  • days - Labor (days)
  • units - Units
Currency (Non-Benefit) will show 
the Cost from the financials.

Currency (Benefit) will show the
benefit or revenue from the financials.

Units will show the unit value of the financial account.
The default FastTrack configuration is set to:
  • Currency
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • fm_measure=currency
Financial Measure

☒ For Versions Prior to v2.5.0 
Unit to use to display the numbers Values are:
  • Financial Amount
  • Effort (hours)
  • Effort (days)
  • Effort (FTEs)
  • Units
Correspond to the following values for the fm_measure parameter:
  • amount
  • hours
  • days
  • ftes
  • units
Financial Category Specify whether costs or benefits/revenues should be displayed Values are:
  • Cost (cost)
  • Benefit/Revenue (benefit)
Account Types Specify the account types that should be considered This is multi select parameter Values are:
  • Capital
  • Expense
  • Labor
  • Benefit
The first 3 values can only be selected if Financial Category=Cost Benefit can only be selected if Financial Category=Benefit
There is a line for each possible value: account_type=ACTP$EXP account_type=ACTP$CAP account_type=ACTP$LAB
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/Ending Starting Starting/Finishing Month for the interval Default=Horizon start of the Financial Model
Default=Horizon Finish of the Financial Model
Default cannot be changed
Chart Detail Metric By Timescale to use for the trend chart Values are:
  • Month
  • Quarter
  • Year
Default depends on the interval size (number of periods between Period Starting and Period Ending)



Hidden Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
Table Columns 2 columns before and 2 columns after the project name can be defined It is recommended that WBS 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
Table Format

Parameter determines the format of the table choosing from the following:
  • Grouped table
  • Plain table *
  • Both Tables

* v2.3.2 saw the addition of a new “plain” detail table that provides a dump of the data ungrouped and not pivoted. It also provides a separate breakout of each budget line attribute for analysis in Excel.

In versions previous to 2.3.2 only the grouped table is displayed
This parameter is configurable with the syntax:
  • table_layout=
Values are:
  • Grouped (grouped)
  • Non-grouped/Plain (plain)
  • Both (both)
The latter option will provide both the grouped table and the plain table. 
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 Financial Burndown Comparison
Financial Model This parameter provides the ability to override the global setting for the financial model for this report The financial model for this report can be changed from the global default using the following syntax
  • model_id=
Model IDs are listed in the ADM01 report
No override exists as default

Financial Model will not differ from Global Default unless entry is added
Max Line Attributes Number of line attributes to consider in the table   Max_line_attributes=2
Include Zero Financials
Parameter that determines whether or not to include entities with zero financials in the returned results If the entry is "N" (the default) any entities that don't have financials for the given set of parameters will not appear in the report at all

Options are No(N) or Yes(Y)
Detail Chart Threshold

This entry determines whether or not the detail charts will appear. Because of the processing load that charts/graphics consume, larger portfolios could cause the report to slow down or even time out This default value of 50 should ensure that the report will run, but if there are over 50 entities the detail charts will not appear at all. If you don't want the detail charts at all, you can set this value to zero (0), otherwise change the threshold value as preferred. detail_chart_threshold=50



Global Default Overrides

Applying a custom color palette can help to improve the readability and clarity of a report. This is particularly true for those reports which do not use alternate structures as attributes and therefore cannot apply color charting to the attribute values, such as WRK32. 

To ensure that it is easy to distinguish between the bar/lines representing each financial plan version in WRK32, it is recommended that a custom color palette (with a variety of distinct colors) is applied as a global default override. 

For further detail on configuring custom color palettes and applying custom color palettes to reports, refer to the Managing Attribute and Report Colors topic.



Additional Information

Details of the attributes, data types, and parameters available for each report dimension:

  • X Axis – Time Periods; these periods are based on the Enterprise and Fiscal Calendar.
  • ​Y Axis – Financial Value; the y axis shows data from the financial plan. The following parameters are used to determine what is shown;
    • Currency: if Planview Portfoliost 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 as the “main” version. This defaults to the Version Marked as Forecast.
    • Compare to Versions: this allows the selection of one or many alternative versions that will be compared to the main (working) version. The parameter defaults to the Version Marked as Baseline.
    • 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/Benefi. 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.



Technical/Database Information

Report (RDL) Location …/Reports/FastTrack/Mixed_Use/FM32-FinancialBurndown/FM32.rdl
Database This report uses the transactional database and updates will be real-time.