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PRD04 - Product Portfolio Financial Health

RPM Analytics Catalog   RPM Product Analytics   RPM Analytic PRD04  


Based on an approved financial baseline and the current forecast to complete, this exception based analytic identifies products that are financially out of tolerance and are forecasting an over or under run on approved baseline budget.



Business Outcomes Supporting Capabilities
  • Identify products that are starting to forecast a financial exception and take mitigating actions.
  • Establish robust baselining and forecasting processes to ensure that product budgets can be controlled.
  • Identify products that are forecasting a cost under run and determine whether this funding may be leveraged elsewhere.
  • Manage Product Development
  • Financial Management


User Parameter Configuration (Information for Planview Administrators)
Parameters Description Configuration Options Default/Example Settings
Start/End Period Parameters used to determine the data returned based on the fiscal calendar periods The fiscal time period range used in the financial summarization depends on the user parameters for the Start and Finish Periods. No defaults available
Separate Projects with No Baseline? Option to include, or include in a separate table, projects that don’t yet have a financial Plan baseline (Baseline version value =0) Default for positioning of projects with no baseline. Options are:
Bottom, Top, No
Select Target Currency Display currency Can only be changed in a multi-currency environment Default will be the User’s currency as defined in (My Account / Preferences / Financial and Investment Planning / Currency). If no preference is set, then it will use the system default currency.  ☑ Added on v2.2.0.0

For all versions prior, it will use the system default currency.
Financial Category Ability to choose between financial categories Defaults is 'Cost' Defaults can not be changed
Account Types Options to set the default account types that are selected.  Each selection is a separate entry in the configuration structure Options are the sequence ID of the account type (ACTP$BEN, ACTP$CAP, etc).  You cannot mix benefit accounts and cost accounts. account_type=ACTP$CAP
Working/Baseline  Versions Option to select financial versions for comparison By default this report uses the Primary Work Financial Model and the Forecast and Baseline version flags.  The user is able to select different versions. Defaults can not be changed
Hidden Parameter Configuration (Information for Planview Administrators)
Parameters Description Configuration Options Default/Example Settings
Table Columns Two grouped columns before the product name.
Four optional columns after the product name.
It is recommended that WBS parent levels are used in the first two columns.
It is recommended that the later four columns are used for key status and/or responsibility attributes
Alternate Financial Plan

☒ Removed in RPM Analytics v2.2.0
It is possible to show data from an alternative financial model through the global default overrides section of the RPM report configuration structure By default this report will use the work financial plan model that is marked as primary. This behavior can be overridden by creating an entry in the Global Default Overrides section for an alternative financial plan model ID. Global Default Overrides section of the RPM report configuration structure 


where xx = the model ID

Override Financial Model

☑ Added in RPM Analytics v2.2.0
Ability to override the default financial model for the report To override the financial model simply add the syntax under parameter defaults:

model_id=x (where x is the id of the model)
Report will reference financial data from the default model until the syntax is specifically added.
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 Financial Health 
Additional Information
The data displayed is from the product financial plan and is therefore dependent upon the financial plan load process and all upstream processes such as progression and daily tables.
Technical/Database Information
Report (RDL) Location …/Reports/RPM/Product_RPM/RPM-PRD04/RPM-PRD04_v2.rdl
Database This report uses the transactional database and updates will be real-time.
Report Developer Info RPM-PRD04_v2 RDL is a derivative of the FM04 RDL