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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. -
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. -
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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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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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. -
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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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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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by type of project, for portfolio investments. It uses System Provider: Portfolio Investment Provider. -
Out of the box, there is no way to export or report on the Modern UX Roadmap Grid view. This report allows the end user to select one or more roadmaps and provides an exportable view of several OOTB fields from those roadmaps. When exported to and open in excel, the first tab will display a combined view of all selected Roadmaps, one row for every Roadmap Item, and additional tabs will display Roadmap-specific views. Custom attributes may be added to the report by your developers. -
This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type. Provides the ability to drill down into a bar to see which ideas are part of the bar. -
This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type. Provides the ability to drill down into a bar to see which ideas are part of the bar.
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This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type.
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