Portfolio/Roadmap Management Archives - Page 4 of 13

Rego Roadmap Conversion

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The Rego Roadmap Conversion process provides the ability to create investments, from Roadmap Items.

Create a roadmap and populate it with Roadmap Item(s). It is useful to create a custom view which contains the attributes needed in the project, or Custom Investment, to be created.

As many roadmap items as you wish can be added at this stage. Either all, or only selected roadmap items, can be converted.

Create a view to be used to help with the Conversion process. It should include: -
- Roadmap Item: This will become the Investment Name
- Convert to: The type of investment to be created.
- Conversion - Use Template: The template to use in the conversion process.
- Sync Status: The status of the conversion process
- Sync Message: additional details for the conversion process
- In addition, check the Scenario that is selected.

In the Properties > Actions menu select Convert to Investment
This will initiate the conversion process and will select the roadmap items that: -
- have no linked to set.
- have both the Convert to and Conversion Use Template selected.
- If any of these details are empty the roadmap item will be ignored.

The Sync Status and Sync Message will be updated to show whether the conversion has completed successfully, or not.
The Linked to will be populated with the newly created investment.
There is a Roadmap Action Log which can be accessed via Custom Objects. This is useful for administrators and tracks all actions undertaken by the Conversion Process. A history of the conversions completed, and their sync status and messages can be accessed from here.

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Portfolio Hierarchy List – BT – Postgres

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Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”. The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage.

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Portfolio Hierarchy List – BT – SQL

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Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”. The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage.

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Portfolio Planned Benefit by Objective – BT – Postgres

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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider.

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Portfolio Planned Benefit by Objective – BT – SQL

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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider.

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Portfolio Planned Benefit by Objective – BT – Oracle

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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider.

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Program Summary Dashboard (Power BI)

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Gain an overview of program-level performance, track program milestones, and assess overall program health. Report Views include:

Change Requests
Program Costs Trend
Program Costs
Program Drill Thru
Program Effort
Program Gantt
Program Issues
Program Milestones
Program Risks
Program Staff
Program Status Reports
Program Summary
Program Tasks

Demo Video - https://www.youtube.com/watch?v=6VceDIFjp-g&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=5 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.

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Portfolio Summary Dashboard (Power BI)

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Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include:

Change Requests
Cost Trend
Cost
Effort Trend
Effort
Hierarchy Summary
Investment Drill Thru
Investment Gantt
Issue Summary
Milestones
Risk Summary
Staff
Status Report Summary
Tasks

Demo Video - https://www.youtube.com/watch?v=UNByLAWJ2Nw&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=4 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.

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Investment Roadmap Summary Dashboard (Power BI)

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Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include:

Roadmap Details
Resource Investment Demand
Roadmap Financials
Roadmap Investment Gantt
Roadmap Item Gantt
Roadmap Overview – Default Scenarios
Roadmap Overview – Single Roadmap Selection
Scenario Comparison

Demo Video - https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.

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Financial Summary by Transaction Class – Graph Stacked – SQL

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This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods. Filters are provided for:

OBS
Portfolio

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Financial Summary by Transaction Class – Graph Stacked – Oracle

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This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods. Filters are provided for:

OBS
Portfolio

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Portfolio Investment Cost Plan Status – Postgres

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The portlet shows which investments within a portfolio has a cost plan and those that do not. For the ones which do have a cost plan, the Cost Plan? Field shows a Green checkmark. For the ones which do not have a cost plan, the Cost Plan? Field shows a Red cross.

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