Portfolio/Roadmap Management Archives - Page 12 of 12

Planned Benefits by Year Stacked by Category – BT – SQL

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This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Category, then presents a stacked bar chart.

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Realized Benefit by Business Unit – BT – SQL

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Pie Chart that aggregates Realized Benefit (Total Actual Benefit) by OBS for active projects. Only a Benefit Plan associated with the Cost Plan of Record will return data. The filter allows you to select which OBS filter you prefer to use for this pie chart, however, only an OBS associated with Projects will return data.

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Realized Benefits by Objective – SQL

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This portlet displays a Pie Chart of a Portfolio’s Realized Benefits partitioned into pie slices by the portfolio’s Investments’ Objectives. Clicking on any pie slice (Objective) drills-down into a portlet that lists the Investments that make up that slice.

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Realized Benefits by Objective – Oracle

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This portlet displays a Pie Chart of a Portfolio’s Realized Benefits partitioned into pie slices by the portfolio’s Investments’ Objectives. Clicking on any pie slice (Objective) drills-down into a portlet that lists the Investments that make up that slice.

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Planned Benefit by Goal – BT – Postgres

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Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio.

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Planned Benefit by Goal – BT – SQL

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Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio.

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Realized vs Planned Over Time – BT – SQL

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Part of the Business Transformation collection, this line chart portlet displays realized vs planned benefits overtime, for portfolio investments. This provides the PfM with a holistic view of benefits planned vs realized over a period of time.

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