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PRD03 - Product Portfolio Prioritization Matrix

FastTrack Analytics Catalog   FastTrack Product Analytics   FastTrack Analytic PRD03  

 

Overview
Bubble chart that allows prioritization, cost, benefit, revenue and effort measures be plotted against product status dimensions (such as lifecycle stage and strategic alignment) providing a value vs. cost visualization of the portfolio pipeline.

           

PRD03.png

Product Portfolio Prioritization Matrix bubble chart example

           

Business Outcomes Supporting Capabilities
  • Make portfolio adjustments based on product value and priority
  • Drill down into under performing products to determine corrective actions
  • Make value trade-off decisions to shift spending from under performing products to increase portfolio value
  • Identify resource intensive products that may be over performing or under performing to target resource shifts
  • Manage Product Development
  • Product Financial Management
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 $PBS numerical field can be selected here bubble_size=grs_fm_fcst_cos_dflt_prod
 
Color Attribute: Define the attribute that will be used for the color Only $PBS alternate structures with the color defined can be selected here  bubble_color=wbs709_prod
 
Y-Axis Attribute: Define the attribute that will be used for the Y-Axis Any financial amount and $PBS numerical field can be selected here x_axis=prod_target_finish
 
X-Axis Attribute: Define the scalar attribute that could be used for the X-Axis Any financial amount and $PBS 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 y_axis=rpm_product_score
X-Axis Grouping: Define the attribute that could be used for the grouping on the X axis Any $PBS 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=wbs28_plan
Sort X Axis Grouping: Define the sorting order for the X-Axis Grouping (if defined) Two options:
Alphabetical (default)
Structure Order
x_axis_group=pbs1_prod

 

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 product entity description pbs_level_4_prod
pbs2_prod
Label Attribute Attribute to be displayed for the label (if Bubble labels are displayed) Recommended to display the product entity name (default) label_attribute=product_description
 Hidden Attribute Depth Restriction Depth Restriction sets the level of the structure that is reported on A value of zero (0) removes such limit. Restrict_Depth=0
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=Product 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.
Technical/Database Information
Report (RDL) Location …/Reports/FastTrack/Mixed_Use/BUBBLE01-PipelineMatrix/BUBBLE01.rdl
Database This report uses the transactional database and updates will be real-time.