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Part of the Business Transformation Collection, this bubble-chart portlet displays investments per their alignment, status and total planned benefit. The: X-axis displays the alignment Y-axis displays the status Bubble-size displays the total planned benefit -
Part of the Business Transformation Collection, this bubble-chart portlet displays investments per their alignment, status and total planned benefit. The: X-axis displays the alignment Y-axis displays the status Bubble-size displays the total planned benefit
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Part of the Business Transformation Collection, this bubble-chart portlet displays investments per their alignment, status and total planned benefit. The: X-axis displays the alignment Y-axis displays the status Bubble-size displays the total planned benefit
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The Investment Baseline vs. Plan by Task report offers an in-depth view of how resource and role allocations align with original plans. It breaks down key metrics such as baseline, actuals, remaining effort, projected totals, and variances across a rolling 12-month period based on the selected start date. Data is presented both monthly and cumulatively for each investment and assignment, with the flexibility to view values in hours or FTEs. This report helps stakeholders assess performance, identify gaps between planned and actual work, and better understand resource utilization trends. -
The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types. It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources). -
The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types. It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).
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The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types. It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).
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This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right. -
Course Description: The single biggest risk for CIOs and IT organizations today is not being able to make good spending decisions at the pace of digital business.- Challenges
- Investment Planning
- IT Financial Management
- Agile Financials
- ServiceNow ITFM Capabilities
- Apptio Introduction
- ServiceNow / Apptio Solution
- Best Practices
- Pitfalls to Avoid
- Apptio Details
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Course description: “How does my financial forecast and budget (project/program/portfolio) relate to the department/cost center budgets that finance prepares? Is there a better way to link the two together? This is a topic many organizations struggle with, and this session will review tools and processes that can help solve this problem.” -
Most organizations use Clarity as part of an annual planning process, in conjunction with an ITFM or financial system. There is often a struggle to know where Clarity fits into the process and how to effectively connect the data and processes between these tools. In this class, we will discuss how a PPM tool and an ITFM tool fit together to support annual planning. -
A presentation slide deck from Rego University 2022. This course taught an Agile approach to managing finances.- IT Planning Essentials
- Common Practices & Challenges
- Leading IT Planning Approaches
- Continuous Planning vs Annual Planning
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