AST03 – Application Portfolio Prioritization Matrix

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RPM Analytics Catalog ▲	RPM Assets Analytics ▲	RPM Analytic AST03 ▼

Overview
Bubble chart that allows Prioritization, cost and effort measures be plotted against application status dimensions (such as application lifecycle stage and business value providing a value vs. cost visualization of the portfolio.

Business Outcomes	Supporting Capabilities
Make portfolio adjustments based on application value and priority Drill down into under performing applications to determine corrective actions Makevalue trade-off decisions to shift spending from under performing applications to increase business value of the portfolio. Identify resource intensive applications that may be over performing or under performing to target resource shifts	Asset Planning Asset Financials

User Parameter Configuration (Information for Planview Administrators)
Parameters	Description	Configuration Options	Default/Example Settings
Show Bubble Label	Determine whether a label should be displayed next to the label	Values: No Label (No) Export Only (export) Browser and Export (both)	show_bubble_label=both
Size Attribute	Define the attribute that will be used for the size of the bubble	Any financial amount and $SBS numerical field can be selected here	bubble_size=grs_fm_fcst_cos_dflt_asset
Color Attribute	Define the attribute that will be used for the color	Only $SBS alternate structures with the color defined can be selected here	bubble_color=asst708_asset
Y-Axis Attribute	Define the attribute that will be used for the Y-Axis	Any financial amount and $SBS numerical field can be selected here	y_axis=asset_risk
X-Axis Attribute	Define the scalar attribute that could be used for the X-Axis	Any financial amount and $SBS numerical field can be selected here It is also possible to not define such an attribute by using the following option: “ No Scalar Attribute – Grouping Only ” If this is the default option. X_axis should be set to NULL	x_axis=NULL
X-Axis Grouping	Define the attribute that could be used for the grouping on the X axis	Any $SBS alternature structure can be defined here. It is also possible to not define such a grouping by using the following option: “ No grouping ” If this is the default option. X_axis_group should be set to NULL	x_axis_group=asset711_asset
Sort X Axis Grouping	Define the sorting order for the X-Axis Grouping (if defined)	Two options: Alphabetical (default) Structure Order	Default can not be changed

Hidden Parameter Configuration (Information for Planview Administrators)
Parameters	Description	Configuration Options	Default/Example Settings
Table Columns	Columns to be displayed in the table.	2 attributes can be defined here: the first one will be the first column of the table The second one will be displayed after the strategic entity description	abs_level_3_asset asst2_asset
Hidden Attribute Depth Restriction	Depth Restriction sets the level of the structure that is reported on	A value of zero (0) removes such limit.	Depth_restriction=0
Label Attribute	Attribute to be displayed for the label (if Bubble labels are displayed)	Recommended to display the Asset/Application entity name (default)	label_attribute=strat_name
Report Title	Configurable report title that appears at the top of the report.	If a longer report title is required, then create additional report_title=xxx entries and these will be concatenated together based on the order in which they are listed in the configuration structure.	report_title=Application Portfolio Prioritization Matrix

Additional Information
The measures (Size attribute, X-Axis and Y-Axis) include derived financial plan based columns, for each financial planning account type, baseline version, forecast version actuals and forecast cost version forecast and forecast version total. Financial management sub-total or calculated columns are not available as measure attributes. These can be added through a reporting attribute data model extension. Please refer to Global Reporting Services. The chart will plot projects with a zero value on the bubble size attribute – they are shown with a very small (minimum size) bubble. The tool tip hover on the bubble shows the values being plotted.

Additional Information

The measures (Size attribute, X-Axis and Y-Axis) include derived financial plan based columns, for each financial planning account type, baseline version, forecast version actuals and forecast cost version forecast and forecast version total.

Financial management sub-total or calculated columns are not available as measure attributes. These can be added through a reporting attribute data model extension. Please refer to Global Reporting Services.

The chart will plot projects with a zero value on the bubble size attribute – they are shown with a very small (minimum size) bubble. The tool tip hover on the bubble shows the values being plotted.

Technical/Database Information
Report (RDL) Location	…/Reports/RPM_PROD/Asset_RPM/RPM-AST03/RPM-AST03_v2.rdl
Database	This report uses the transactional database and updates will be real-time.
Report Developer Info:	RPM-AST03_v2 RDL is a derivative of the BUBBLE01 RDL