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WRK54 - Work Portfolio Dashboard


A work portfolio report comparing data on portfolio measures, such as cost and revenue to aid analysis on portfolio balance. Report can be run against and sliced by different work/project attributes.



WRK54 example




Business Outcomes

Supports the tracking of performance in terms of balance and risk of the portfolio.



Supporting Capabilities

  • Project Monitoring and Status
  • Financial Management



User Parameter Configuration (for Administrators)

Parameters Description Configuration Options Default/Example Settings
Slicer Attribute used for slicing in the report. Only attributes in the framework and marked as analyzable can be used for slicing in the report. slicer=wbs24_plan
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 Chart”. 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_measure=project_count_plan
pie3_measure= grs_fm_fcst_cos_dflt_plan
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. wbs_level_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 Dashboard



Technical/Database Information

Report (RDL) Location …/Reports/FastTrack/Mixed_Use/CHART05-TrioPortfoioDashboard/CHART05.rdl
Database This report uses the transactional database and updates will be real-time.