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Planview Customer Success Center

Manage Environment – KPIs Dashboard

Environment KPIs Dashboard allows users to track key metrics across Environments.

           

TIP

Ask Release & Verify's Support to make the Environment KPIs Dashboard appear in your navigation menu

           

Environment-KPIs-cropped-July-24-2020-768x334.png

Location

To locate the Environment KPIs Dashboard:

  1. Request  Release & Verify's Support to add Environment KPIs Dashboard to your navigation menu.
  2. Go to Environment > Environment KPIs.

Layout

The Environment KPIs Dashboard displays the following:

  • Date Filters:
    Environment-KPIs-cropped-July-24-2020-dates-768x334.png
    • Set the start date (left) and end date (right).
  • Other Filters:

    Environment-KPIs-cropped-July-24-2020-other-filters-768x334.png

    • The left sidebar of the Environment KPIs Dashboard allows the user to filter the data in the rest of the dashboard by:
      • Portfolio:
        • Select by Portfolio Association.
      • Systems:
        • Select by System.
      • Environment Group:
        • Select by Environment Group.
      • Environment:
        • Select by Environment.
      • TECR Status:
      • TEBR Status:
      • Booking Status:
        • Select by booking status.
  • Widgets:
    Environment-KPIs-cropped-July-24-2020-widgets-768x334.png
    • Each widget shows a different KPI, including:
      • TEBR by Open Status:
        • Statuses are ActiveOverdueDue This Week, and Closed based on the End Date/Time.
        • Open requests are Active + Overdue.
        • The total (34 in the screenshot above) is the number of Open requests.
      • TEBR by Status:
      • Bookings by Type:
      • Environment Booking Requests (TEBRs) Over Time:
        • TEBRs with a duration that falls within the selected dates.
        • The TEBR Status of those TEBRs is displayed by color.
        • Click + or – to see the data monthly, quarterly, or yearly.
      • Environment Change Requests (TECRs) Over Time:
        • TECRs with a duration that falls within the selected dates.
        • The TECR Status of those TECRs is displayed by color.
        • Click + or – to see the data monthly, quarterly, or yearly.
      • Environments by Portfolio:
        Environments-by-Porfolio-July-24-2020.png
        • tree map showing Portfolio Associations associated with Environments.
        • The total (5,249 in the screenshot above) is the number of Environments in the application.
        • The gradient bar shows the number of Portfolio Associations represented by the color of each square, the darker the color, the larger the number.
        • Click or hover over on each square to see the number of Environments in that Portfolio Association.
      • Environment Utilization:
        Environment-Utilization-July-24-2020-768x313.png
        • The utilization for each Environment across the selected dates.
        • Based on the number of hours each Environment can be booked for the selected dates, versus the actual hours booked.
        • Blue is booked and gray is idle. Percentages for each are shown.
      • Environment Conflicts:
        Environment-Conflicts-July-24-2020-768x147.png
        • Environments or Environment groups are listed, with the TEBR or Release they are booked with.
        • In the timeline, the blue bars represent the conflicts.
    • Click on the sections of each widget graph to display a breakdown of the data in that section. Click again to display all the data.
      TEBR-by-Open-Status-July-24-2020.png