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WRK53 - Work Portfolio Balance Dashboard

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Overview

A work portfolio dashboard providing a count of projects in the portfolio based on different project attributes to aid analysis of portfolio balance.

           

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WRK53 example

           

 

           

Business Outcomes

A work portfolio dashboard providing a count of projects in the portfolio based on different project attributes to aid analysis of portfolio balance.

           

           

Supporting Capabilities

  • Project Planning and Scheduling

           

           

User Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
Choose Attribute for Chart 1:
Chart 2 Attribute:
Chart 3 Attribute:
Chart 4 Attribute:		 Any work single select work alternates structure that has been enabled in Attribute properties to be Available in Configurable Charts. Any Lifecycle Role Any parent level in the work breakdown structure. This will determine the (pie chart) attribute that is selected when the dashboard and report open. Chart colors will be based on the attribute charting options. pie1_attribute=wbs_level_4_plan
pie2_attribute=wbs24_plan
pie3_attribute=wbs28_plan
pie4_attribute=wbs709_plan
Chart Label Text Determines the chart labels for the report. label_text options
percent|value|both 		label_text=percent

           

           

Hidden Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
Table Columns Report supports 4 required/grouped columns plus 2 optional columns. First three configurable values display grouped columns.
It is recommended that WBS parent levels are used in the first two columns.		 wbs_level_3_plan
wbs_level_4_plan
project_description
lc_role_3_plan
Link to Work Ability to include the addition of work columns for projects related to the entities. Not relevant for use in work centric reports link_work=N
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 Balance Dashboard

           

           

Technical/Database Information

Report (RDL) Location …/Reports/FastTrack/Mixed_Use/CHART04-QuadBalanceDashboard/CHART04.rdl
Database This report uses the transactional database and updates will be real-time.