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AST53 - Asset Portfolio Balance Dashboard

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RPM Analytics Catalog  ▲ RPM Assets Analytics  ▲ RPM Analytic AST53  ▼

 

Overview

  • An application portfolio dashboard providing a count of applications in the portfolio based on different application attributes to aid analysis on portfolio balance. 

AST01.png

 

Business Outcomes Supporting Capabilities
  • Deliver insight into the structure and balance of a portfolio of applications, identifying risks and imbalances in the portfolio.
  • Asset Inventory
  • Asset Assessment

 

User Parameter Configuration (Information for Planview Administrators)
Parameters Description Configuration Options Default/Example Settings
Choose Attribute for Chart 1:
Chart 2 Attribute:
Chart 3 Attribute:
Chart 4 Attribute:		 Any strategy single select strategic alternates structure that has been enabled in Attribute properties to be “Available in Configurable Charts”.  Any Lifecycle Role Any parent level in the strategic 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=abs_level_2_asset
pie2_attribute=asst5_asset
pie3_attribute=asst701_asset
pie4_attribute=asst2_asset
Table Format: Determines whether table is formatted with groups and sub totals or plain for export to Excel Available Options are:
  • Grouped
  • Plain (excel)
table_layout=grouped|plain		 table_layout=grouped|plain
Chart Label Determines the chart labels for the report Available Label Text Options
  • Percent
  • Value
  • Both
label_text=percent|value|both 		label_text=percent

 

Hidden Parameter Configuration (Information for Planview 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 abs_level_2_asset
abs_level_3_asset
asset_description
asst2_asset​
Link to Work Ability to include the addition of strategic columns for strategies related to the entities Available Options:
Yes (Y) or No (N)		 link_work=N
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=Asset Portfolio Balance Dashboard

  

Technical/Database Information
Report (RDL) Location …/Reports/RPM_PROD/Asset_RPM/RPM-AST53/RPM-AST53_v2.rd
Database This report uses the transactional database and updates will be real-time.
Report Developer Info RPM-AST53_v2 RDL is a derivative of the CHART04 RDL