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Planview Customer Success Center

PRD53 - Product Portfolio Balance Dashboard

RPM Analytics Catalog   RPM Product Analytics   RPM Analytic PRD53  

 

Overview
Product portfolio dashboard providing a count of products in the portfolio based on different product attributes to aid analysis on portfolio balance.  

PRD53.png

 

Business Outcomes Supporting Capabilities
  • Deliver insight into the structure and balance of a portfolio of programs, identifying risks and imbalances in the portfolio.
  • Product Catalog
  • Product Roadmap

 

 

 

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 product single select product alternates structure that has been enabled in Attribute properties to be “Available in Configurable Charts”.  Any Lifecycle Role Any parent level in the product 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=pbs1_prod
pie2_attribute=pbs_level_2_prod
pie3_attribute=pbs2_prod
pie4_attribute=pbs6_prod
Chart Label Text Determines the chart labels for the report label_text options
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 pbs_level_2_prod
pbs_level_3_prod
product_description
pbs6_prod
pbs1_prod
lc_role_915_prod
Link to Work Ability to include the addition of product columns for product 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=Product Portfolio Balance Dashboard

  

Technical/Database Information
Report (RDL) Location …/Reports/RPM_PROD/Product_RPM/RPM-PRD53/RPM-PRD53_v2.rd
Database This report uses the transactional database and updates will be real-time.
Report Developer Info RPM-PRD53_v2 RDL is a derivative of the PROCESS01 RDL