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Planview Customer Success Center

Value Stream Funding

Value Stream Funding

The Value Stream Funding capability supports defining financial targets for a value stream. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.

Processes and Reports

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The value stream funding capability allows organizations to set financial targets for value streams in the form of benefits and revenue. A baseline is captured to monitor variance between the targets and the actual benefits and revenue the value stream generates. Financial targets support investment decision-making by providing the context against which planned and current agile work can be analyzed and prioritized, enabling you to assess your organization’s ability to take on new investments.

           

 

Financial Targets Process Steps

           

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Financial targets process flow

           

Process Step Description

Create/manage value stream financial targets (benefits/revenue)

Capture the revenue targets and benefits of launching the value stream against which actual costs can be compared to later. All appropriate data should be populated in the Financial Planning Detail screen for the value stream.

Baseline value stream financial plan

Following the input or roll up of financial planning budgeting and target data, a financial baseline for the financial plan should be taken to compare and track variances on the value stream financials through time.

 

           

Financial Targets Reports

How can we define and track the benefits and revenue expectations for the value stream?

FastTrack Power BI Showcase Dashboards – Work – Financial Summary

Power BI Dashboard

This dashboard allows you to compare strategic investments over time. You can view the total costs of a select portfolio over a given timeframe, view the breakdown of those costs by the strategic program, and identify portfolios that are meeting or exceeding approved budgets. Data for investment demand entities can be viewed and managed, allowing you to change their approval status, priority, and above or below-the-line status.

STR32 – Strategic Portfolio Financial Performance

Analytic

This report compares versions of the strategic program and summarized portfolio financial plan data, with effort represented as FTEs, days, and hours, and financials as cost, benefits, and revenue. A burndown chart is included for the portfolio and each initiative. You can run the report against each level in the strategy structure.

STR33 – Strategic Initiative Pipeline Matrix

Analytic

This report can select cost, revenue, or benefit-based measures from the financial planning data to drive bubble size and visualize the pipeline of strategic initiatives. You can configure the report to run against each level in the strategy structure.

WRK32 – Project/Work Portfolio Financial Burndown Comparison

Analytic

This report compares versions of project and work portfolio financial plan data, with effort represented as FTEs, days, and hours, and financials as cost, benefits, and revenue.

The report includes the following:

  • Burndown chart for the work portfolio and each project

  • Portfolio-based and summary time-phased chart showing the financial profile across the whole portfolio, based on versions of the financial plan

  • Project-level and time-phased chart showing the financial profile for each project, based on versions of the financial plan

  • Detailed data tables

WRK33 – Project Cost or Revenue/Benefit Bubble

Analytic

This report can select cost, revenue, or benefits-based measures from the financial planning data to drive bubble size.

Planning Portfolio – Planning Manager – Analyze Pivot View

Tile

In the Planning Portfolio – Investment and Capacity Planning View, use the Planning Manager Tile to view investments and make decisions based on portfolio financial targets and capacity targets.

Use the Analyze Pivot View to analyze investments by moving them above (accepted investments) and below the line (pipeline investments).

Value Stream Analysis – Work and Strategies Dashboard

PowerBI Dashboard

For organizations using a connected Planview Portfolios-Planview AgilePlace environment to manage work in a full value stream, these PowerBI reports visualize work and strategy information for value stream and epic analysis. The Value Stream Analysis – Work and Strategies dashboard includes metrics from both work and strategies in Planview Portfolios, and boards, cards, and tasks in Planview AgilePlace.