Outcome Realization
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Topics
- Outcome Financial Data
- Using the Financial Planning Detail screen for outcomes, using models, summarization, roll up and loading data.
- Pages: 13
- Work with Outcome Financial Data 14
- This article summarizes how outcome financial information is loaded in Planview Enterprise and has links to all the articles you need to analyze outcome financial data. This article applies to Planview Enterprise 14.
- Use the Financial Planning Detail Screen for Outcomes
- This article explains how to use the outcome Financial Planning Detail screen. This article applies to Planview Enterprise 14.
- Load the Outcome Financial Plan – Single Model
- This article explains how to load the outcome financial plan when a single financial model is in use. This article applies to Planview Enterprise 14.
- Load the Outcome Financial Plan – Multiple Models
- This article explains how to load the outcome financial plan when a multiple financial models are in use. This article applies to Planview Enterprise 14.
- Compare Two Outcome Financial Versions
- This article explains how to compare two outcome financial versions. This article applies to Planview Enterprise 14.
- Create Outcome Financial Baseline – with Copy Plan
- This article explains how to use the Copy Plan option to create outcome financial baselines. This article applies to Planview Enterprise 14.
- Create Outcome Financial Baseline – with Lifecycle
- This article explains how to use lifecycle steps to create outcome financial baselines. This article applies to Planview Enterprise 14.
- Review Integrated Work Financial Plan for Associated Projects
- This article explains how to use a work financial plan as the comparison version for an outcome financial plan. This article applies to Planview Enterprise 14.
- Understand Summarization, Roll Up, and the Financial Load for Outcomes
- This article explains how summarization, roll up and the financial load for outcomes affects program and other data. This article applies to Planview Enterprise 14.
- Summarize Outcome Financial Data
- This article explains how to summarize financial data for an outcome portfolio using column sets. This article applies to Planview Enterprise 14.
- Group Outcome Financial Data
- This article explains how to use the group by functionality for outcome data. This article applies to Planview Enterprise 14.
- Roll Up Outcome Financial Data
- This article explains how to roll outcome financial data up to its parent levels. This article applies to Planview Enterprise 14.
- Spread-Down Outcome Financial Data
- This article explains how to spread budgets assigned at a higher level down to the lower level outcomes that are included in the portfolios. This article applies to Planview Enterprise 14.
- Outcome Baselines - Getting Started
- Basics of creating, editing, saving, comparing, and deleting outcome baselines.
- Pages: 4
- Create Outcome Financial Baseline – with Lifecycle
- This article explains how to use lifecycle steps to create outcome financial baselines. This article applies to Planview Enterprise 14.
- Create Outcome Financial Baseline – with Copy Plan
- This article explains how to use the Copy Plan option to create outcome financial baselines. This article applies to Planview Enterprise 14.
- Compare Outcome Roadmap Baselines
- This article explains how to compare outline roadmap baselines. This article applies to Planview Enterprise 14.
- Save Outcome Roadmap Baselines
- This article explains how to save the roadmap to a baseline. This article applies to Planview Enterprise 14.
- Mastering Outcome Baselines
- Details on creating, editing, saving, comparing, and deleting outcome baselines.
- Pages: 6
- About Outcome Baselines
- This article describes the baselines that capture dates relevant to outcomes.
- Outcome Baselines Screen Elements
- This article describes the elements of the outcome baselines screen, which lists all the outcome baseline types. You can use the screen to create, update, and delete baselines for each baseline type of individual outcomes in a portfolio.
- Comparing a Baseline's Dates to the Current Dates of an Outcome Plan
- This article describes comparing dates stored in an outcome baseline with the current dates of an outcome plan.
- Comparing Dates of Two Outcome Baselines
- This article describes comparing dates stored in two different outcome baselines.
- Saving a Baseline for an Outcome or Strategic Entity in an Outcome Plan
- While viewing an outcome plan, you can create outcome baselines and strategy baselines as described in this article.
- Saving Baselines of All Outcomes in a Portfolio
- This article describes capturing schedule information of all outcomes included in an Outcome portfolio by saving a baseline of the entire Outcome Roadmap.
- Outcome Analytics and Reports - Getting Started
- Basics of using report tiles to obtain information on outcomes and outcome portfolios.
- Pages: 3
- Analytics and Reports for Outcomes 14
- This article summarizes how to use report tiles to review outcome information and contains links to more detailed articles. This article applies to Planview Enterprise 14.
- Review Outcome Report Tiles on the Portfolio View Ribbon
- This article describes ow to access outcome report tiles and lists the types of available report tiles for outcomes. This article applies to Planview Enterprise 14.
- Use Analyze to Create Configurable Outcome Chart Tiles
- This article describes the keystroke steps to create configurable outcome chart tiles. This article applies to Planview Enterprise 14.
- Outcome Analytics and Reports: For More Information
- Supplemental information for Outcome Analytics and Reports.
- Pages: 2
- Measuring Product Performance
- This best practice examines methods of measuring post-development performance from three perspectives: overall enterprise product performance, customer satisfaction, and market performance.
- Defining and Measuring Value
- This best practice explores multiple models for defining and measuring value, including value chain analysis, value stream mapping, value scoring, and Total Value of Ownership (TVO).
Content
This course details how to work with financial data and baselines for outcomes.