This section contains the following topics:
Portfolio Management Dashboard
Idea Management Dashboard Overview
The Gate Scoring dashboard is built for product managers and marketing managers who need to see the gate scores for all ideas and projects in one location.
The Gate Scoring List is a snapshot portlet designed to show metrics for projects or ideas.
The following columns are displayed on this portlet:
Defines the name of the gatekeeper. Click the name to open the Resource Properties page.
Click the icon to view the Gate Scoring Properties page.
Defines the name of the idea or project. Click the name to open the Idea Properties page (main) or the Project Properties page.
Defines the current stage of the idea or project.
Defines the date when the gate score was completed.
Defines the stoplight icon and gate score number (from the project or idea gate score field).
The standard stoplight.
The following portlet filters are available:
Click the browse icon to filter by resources who have been assigned as gatekeepers.
Enter a range to filter by the gate score.
Click the browse icon to filter by project or idea.
Click the browse icon to filter by stage.
The Executive Dashboard is built for those individuals that must have a view across all projects, products, and their respective portfolios. It includes five tabs, each containing portlets for R & D, Launch, and Brand tracking. Perhaps most critical of these is the Roadmap tab, which shows where products are in their product lifecycle so executives can plan for the future.
The Overview tab contains three portlets that provide general information for an executive.
To view these portlets, click Executive Dashboard in the New Product Development menu. The Overview tab is displayed by default.
The Gate Review portlet shows all the submitted ideas and active projects currently moving through the gating process. For ideas, this process is the idea screen process before an idea is converted to a project. For projects, the gating process runs throughout the life of the project. As each gating milestone is completed, the project goes through a gate review for approval to move on to the next stage. The Gate Review portlet provides you with insight into the number of ideas and projects going through approval processes.
The following columns are displayed on this portlet:
The name of the gatekeeper. Click on the name to drill down to the Resource Properties page.
Click on the icon to view the Gate Scoring Properties page.
The name of the idea or project. Click the name to drill down to the Idea Properties page (main) or the Project Properties page.
The current stage of the idea or project.
The date when the gate score was completed.
The stoplight icon and gate score number (from the project or idea gate score field).
The following portlet filters are available:
Click the browse icon to filter by resources who have been assigned as gatekeepers.
Click the browse icon to filter by investment.
The Project Update portlet lets you filter to display a specific set of projects. It shows key metrics about gate scores and decisions and cost and revenue information. By default, this portlet is sorted with red flag projects at the top.
The following columns are displayed on this portlet:
The name of the project. Click on the name to drill down to the Project Properties page.
Click on the icon to drill down to the Project Hierarchy page.
The stoplight icon and gate score number (from the project or idea gate score field).
The current gate decision represented by a colored, directional arrow.
The red flag Boolean on the project.
The current stage of the project.
The customer market selection on the project.
The selected product category on the project.
An attribute on the project that allows selection of a number between 1 and 10 to rank projects in order from most to least important.
Total planned revenue for the project.
Total planned cost for the project.
Total actual cost for the project.
The difference between actual cost and planned cost.
ROI percentage from the project.
NPV percentage from the project.
The following portlet filters are available:
Select a category from the drop down list.
Select a product line from the drop down list.
Select a gate decision from the drop down list.
Select a product brand from the drop down list.
Select a customer market from the drop down list.
Select a customer market from the drop down list.
The My Action Items portlet displays all the notifications and scheduled action items that a marketing, process, or product manager receives.
The following columns are displayed on this portlet:
The name of the action item. Click on the action item to drill down to the Action Item Details page.
Based on high, medium, or low priority with corresponding red, yellow, or green stoplights.
Displays the status.
Values: Open, Closed, Deferred, Done, and In Progress
The date that the action item was assigned to the user.
Click on the icon to drill down to the Process Diagram page.
The following portlet filters are available:
Specifies the status.
The Brand Dashboard tab contains three portlets that provide general information for executive or senior managers.
The Brand Portfolios portlet is designed to select only the portfolios that have the Brand Portfolio checkbox selected. It allows portfolio analysts to view specific product brands and their overall costs and revenues. From an executive standpoint it shows which brands are performing well.
The following columns are displayed on this portlet:
Displays the portfolio name. Click on the name to drill down to the Portfolio Scorecard page.
This is the product category from the portfolio.
The total planned cost of the portfolio.
The total planned benefit of the portfolio.
The difference of cost subtracted from benefit.
The Portfolio Revenue and Cost per Year portlet is a stacked column portlet that displays costs and revenues per portfolio. It allows you to select a collection of portfolios to compare numbers across them. This portlet uses a yearly time measurement, so all monetary amounts for the portfolio will be based on the year selected. You can also select all years and get the view from the beginning of tracking this data in CA Clarity PPM Accelerator for NPD.
Costs and revenues must be entered on each project in the portfolio for this portlet to display data. Each stacked column contains a blue and red portion for revenue and cost respectively.
The following portlet filters are available:
Click the multi-select browse icon to pick one or more projects for display in the portlet.
Select a year from the drop down list. Select All to view all of the portfolios.
The Product Line Rating portlet makes it easy to determine how well each product area is doing. The bubble chart displays the aggregate of all the products based on their category. It compares the metrics for the competition rating on the X axis and the Product Potential Gain on the Y axis.
The legend lists each of the following attributes along with the colors:
Competition Rating - this is the attribute of the same name on the product.
Product Potential Gain - this is the attribute of the same name on the product.
The bubble color represents the product category.
Average Market Share - this is a percentage attribute from the product. For this percentage, the products in the specific product category are added together and averaged.
The following portlet filter is available:
This is the product category from the portfolio.
The Roadmap tab contains the Roadmap portlet that provides an executive view of future and current projects. You can iew groups of projects and products to determine the direction for various product lines. Roadmapping refers to that kind of capability. The Roadmap portlet provides the metrics for executives and analysts to plan out product futures. This portlet shows both projects and products, which has different stages based on where they are in the product lifecycle. The Roadmap portlet provides baselined data only, including baseline effort and cost as compared to actuals. Drill down to review project or product dependencies and their hierarchies.
The following columns are displayed on this portlet:
The product line that the project or product belongs to (parent) or the name of the project or product (child). Click the + sign to view the projects or products assigned to the product line. Click the item to open the project or product Properties page.
Click the icon to open the project or product Dependencies page.
Click the icon to open the Project Hierarchy page.
The current stage of the project or product.
The project or product status indicator.
The baseline number of hours on the project or product.
The total planned cost for the project or product.
The actual number of baseline hours on the project or product.
The total actual cost for the project or product.
The following portlet filter is available:
Click the Browse icon to filter by the product line from the investment.
The Launch Dashboard Tab contains two portlets that provide information specific to projects that are about to launch new products.
The Launch Performance by Brand portlet is designed to show the percentage of project launches that are on time. It compares each brand according to a time scale of being delivered early, on time, 30 days late, or more than 30 days late. It combines all the projects in one brand and uses the difference between project completion date and project launch date to determine where the launch falls on the time scale.
The following portlet filters are available:
Click the multi-select browse icon to pick one or more brands for display in the portlet.
Select a year from the drop down list. Select All to view all of the portfolios.
For future planning, this portlet displays upcoming launches sorted by product line and distributed per year. This is very useful for planning purposes to see if one product line is favored over another and to think about how launches will affect the market place.
The following portlet filters are available:
Select a year from the drop down list. Select All to view all of the products.
Click the multi-select browse icon to pick one or more of the product lines for display in the portlet.
The R&D Dashboard Tab contains twos portlets that provide information specific to projects and portfolios under development.
The Life-Cycle Funnel portlet shows all the projects dispersed throughout the five stages for NPD. This portlet is designed to convey the number of projects per stage. Using this portlet, executives and product development can get an idea of what they must prepare for in upcoming months.
The funnel slices represent each project stage, starting with Idea Screen, Scoping, Business Case, Development, Test and Validate, and then Launch. This portlet displays the project stage name and the number of projects in that stage.
The following portlet filters are available:
Click the browse icon to select a portfolio for display in the portlet.
Defines the portfolio investment status for display in the portlet.
Values:
The Strategic Planning Cost Analysis portlet shows executives and development management how much they are spending per stage on one or more projects. You can select the project(s) from the portlet filter as well as the fiscal time period you want to use.
The following portlet filters are available:
Select a category from the drop down list.
Click the multi-select browse icon to pick one or more projects for display in the portlet.
Required. Select a period type (e.g., Monthly or Quarterly) from the drop down list.
Select a specific fiscal time period from the drop down list.
The Portfolio Management Dashboard provides project portfolio managers with a collection of portlets that show metrics specific to idea, project, and product portfolios.
The Overview tab contains three portlets that provide the project portfolio manager with metrics specific to the idea, project, and the product portfolios:
To view these portlets, click Portfolio Management Dashboard in the New Product Development menu. The Overview tab is displayed by default.
The Gate Review and My Action Items portlets display identical functionality to the portlets found in the Executive Dashboard.
The My Projects portlet shows all the projects currently moving through the gating process.
The following columns are displayed on this portlet:
The name of the project. Click on the name to drill down to the Project Properties page.
The current stage of the project.
Click the Detailed Resource Information icon to drill down to the Project: Team: Detail page.
A list of the tasks completed or currently running for the project. Click the icon to drill down to the Project: Tasks: Work Breakdown Structure page.
Click the Document Manager icon to drill down to the Project Document Manager page.
Click the icon to drill down to the Stage Review portlet.
The following portlet filters are available:
Enter a name to search by project.
Select a manager from the drop down list.
Enter an ID to filter by project ID.
Select a project status from the drop down list (All, Yes, or No).
The Pipeline Planning tab contains three portlets that display portfolio and project metrics.
The Projects in Development portlet provides a portfolio manager with an understanding of upcoming project loads based on stages.
It is a bubble chart designed to provide a view of a group of projects based on their current stage and costs. The background colors represent each stage and the bubble colors represent gate decisions. The size of the bubble indicates how high the gate score was (the larger the bubble, higher the score).
My Portfolios is a snapshot portlet designed to show metrics for just the portfolios that you have access to view, based on your role.
The following columns are displayed on this portlet:
The name of the portfolio.
The planned benefit field on the portfolio.
The planned cost field on the portfolio.
The variance subtracting cost from benefit.
There is no filtering available because of the nature of the portlet.
Prioritized Scored List of Projects is a snapshot portlet designed to show metrics for just the portfolios that you have access to view, based on your role. There is no filtering available because of its nature, displaying the portfolios the user can view.
The following columns are displayed on this portlet:
The name of the project. Click on the name to drill down to the Project Details page.
The current stage on the project.
The stoplight icon and gate score number (from the idea gate score field).
The current gate decision represented by a colored, directional arrow.
The user assigned to manage the project.
The standard stoplight.
The standard stoplight.
The standard stoplight.
The standard stoplight.
The standard stoplight.
The standard stoplight.
The following portlet filters are available:
Click the browse icon to filter by OBS unit.
Click the browse icon to filter by project manager resource name.
Click the browse icon to filter by project stage.
Select an option from the drop down list to filter by gate decision (Go, Hold, Kill, or Recycle).
The Portfolio Metrics Tab contains two portlets that display data about Portfolios.
Portfolio Revenue and Cost is a column chart portlet that compares displays cost and revenue per portfolio. It is a side-by-side display for comparison purposes. This is based on the total revenues and total cost for the portfolio it is not time-based.
The following portlet filter is available:
Click the multi-select lookup icon to pick one or more portfolios for display in the portlet.
Master Portfolios is a snapshot portlet designed to display hierarchies of portfolios. A parent portfolio can be selected and different configurations of the children portfolios can be selected.
The following columns are displayed on this portlet:
Displays the portfolio name. Click on the name to drill down to the Portfolio Scorecard page.
The planned cost of the portfolio.
The planned cost value of all investments in the portfolio.
Displays the variance subtracting the total cost of investments from the portfolio planned cost.
Displays the variance from the planned costs.
Total planned revenue for the portfolio.
The following portlet filters are available:
Click the browse icon to filter by portfolio name.
Click the browse icon to refine the filter to search by parent portfolio name.
The Idea Management Overview tab provides general information for a marketing or product manager. The following portlets are displayed on this page:
The Ideas portlet provides the means to create new ideas. The only functionality in this portlet is the New button, which links to the Create Idea page.
The Idea Gate Review portlet is similar to the Gate Review portlet except it displays more information specific to ideas. This portlet shows all the submitted ideas that are currently going through the screening (gating) process, providing quick updates to marketing and product managers as they gauge where ideas are in the approval process.
The following columns are displayed on this portlet:
The name of the gatekeeper. Click on the name to drill down to the Resource Properties page.
Click on the icon to view the Gate Scoring Properties page.
The name of the idea. Click on the name to drill down to the Idea Properties page.
The current stage of the idea.
The date when the gate score was completed.
The stoplight icon and gate score number (from the idea gate score field).
Click on the icon to drill down to the Idea Comparison page.
The following portlet filters are available:
Click the browse icon to filter by resources who have been assigned as Gatekeepers.
Click the browse icon to filter by stage.
Select a date range to filter by the score date.
Click the browse icon to filter by stage.
Click the browse icon to filter by resources who have been assigned as managers.
Select an idea status from the drop down list (All, Approved, Unapproved).
The My Action Items portlet displays all the notifications and scheduled action items that a marketing, process, or product manager receives.
The following columns are displayed on this portlet:
The name of the action item. Click on the action item to drill down to the Action Item Details page.
Based on high, medium, or low priority with corresponding red, yellow, or green stoplights.
Displays the status.
Values: Open, Closed, Deferred, Done, and In Progress
The date that the action item was assigned to the user.
Click on the icon to drill down to the Process Diagram page.
The following portlet filter is available:
Select an action item status from the drop down list.
The Idea Processes portlet quickly updates a product or marketing manager as to the current ideas moving through approval process. You can click the process icon to see the idea's progress and drill down to the Idea Properties page.
The following columns are displayed on this portlet:
The name of the idea. Click on the name to drill down to the Idea Properties page.
The status of the idea: Aborted, Aborting, Done, Error, Running
The date that the process was initiated.
The date that the process was marked as Done.
The following portlet filters are available:
Click the browse icon to select an individual resource and display only their ideas in the portlet.
Select a status from the drop down list.
Select the date to filter by the process start date.
The Stage Review Dashboard provides project managers with access to all the pertinent areas they need to review before submitting an idea or project for approval to move on to the next stage. The page level filtering allows you to select a project and a stage so you only see one stage across all the portlets.
The Resource Review tab contains one portlet that provides the project manager with general resource information.
To view this portlet, click Stage Review in the New Product Development menu, and click the Resource Review tab.
The Resource Utilization portlet contains a complete listing of all the resources that have been assigned to the project. It displays allocations and assignments and the variance between them. A time period can be selected, based on the company-entered time periods, for display of the resource data. The data repeats for each time period and this is displayed by using two header rows: one for the time periods and one for the column names.
For data to appear in this portlet, you need to have resources allocated to the project and assigned to tasks on the project.
The following columns are displayed on this portlet:
Displays the name of the resource (last name, first name) associated to the specific issue. Click on the resource name to drill down to the resource/role allocations page.
The number of hours the resource is allocated to the selected project
The number of hours the resource is assigned to the selected project
The difference between Allocation minus Assignment. If there is a negative number then the user is under-allocated; if there is a positive number then the user is over-allocated
These four columns will repeat with each time period. The time periods are displayed in a row above the column headers.
The following portlet filters are available:
Type in the project name to search by project.
Click the browse icon to filter by stage; only the resources that have been assigned to tasks in that stage will be displayed.
Select an option from the drop down list (All, No, Yes).
Click the browse icon to filter by manager name.
Select a period type from the drop down list.
The Document Review tab contains four portlets that show documents from the document manager repository in different views.
To view these portlets, click Stage Review in the New Product Development menu, and click the Document Review tab.
By default, only the All Documents portlet is displayed. The remaining three portlets can be viewed by selecting them from the drop-down list.
The All Documents portlet is a complete listing of all the documents that have been uploaded to the project. It displays information about the project schedule, due dates, and categories and provides a link to drill down to the document itself. It is designed for project managers to get the big picture of all the documents currently available for the project.
The following columns are displayed on this portlet:
This is the link to the document manager to view the entire folder structure and documents. Click on the document name to drill down to the Collaboration - project document manager page.
This is the name of the document and also serves as a link to open the document. Click on the document name to open the document.
The status of the document. The options are tied to standard stoplights:
The schedule is based on the completion date for the task (phase) that the document is associated with. All documents for a phase should be finished by the end date of that phase.
Displays the finish date on the milestone task that matches the documents folder.
The document folder. Each of the folders represent a project stage and are labeled with the same names as the project stages.
Important! Each folder is linked to the phase part of the WBS (e.g., Scoping, Business Case, or Development). It is important that you do not change the names of these folders and phases, otherwise the document review portlets will not work correctly. If you must change the folder and phase names, than you will need to modify all the document review portlets with the new names.
This is the document category that is assigned to a document when it is uploaded to the repository. It can be one of the following: Proposal, Planning, Development, Implementation, Operations.
The individual that uploaded the document. Click on the owner name to drill down to the Resource Properties page.
The date when the most recent version was uploaded to the repository
The comments list from the latest version that was uploaded to the repository
The following portlet filters are available:
Filter by Standard Organizational Breakdown Structures (OBS).
Filter by project.
Filter by stage; based on the stage values for NPD.
Filter by manager.
Filter by project status (approved or unapproved).
The document categories of Proposal, Planning, Development, Implementation, Operations.
Filter by status (Approved, Rejected, Submitted).
This is a lookup with two choices: All, for all the documents and Late, for the ones that are late in relation to the milestone task finish date.
Filter by the user who uploaded the document.
A free entry text field to type in the document name or part of the document name using wildcards.
A date range filter to retrieve those documents that have due dates between the entered dates.
The Deliverables portlet is identical to the All Documents portlet except that it limits the display to the documents that are in a Deliverables folder in the document repository.
The Gate Documents portlet is identical to the All Documents portlet except that it limits the display to the documents that are in the Gate Documents folder in the document repository.
The Worksheets portlet is identical to the All Documents portlet except that it limits the display to the documents that are in the Worksheets folder in the document repository.
The Idea Management Dashboard is built for product managers and marketing managers who need access to idea metrics as they push ideas through the approval process.
The Idea Vault tab provides a complete listing of all the ideas that have been entered and general idea information for a marketing or product manager. It includes a built-in power filter to automatically include all ideas that have gone through the idea scoring process. The Idea Vault provides a view of all reviewed ideas and the ability to create 'what if' scenarios to finalize product portfolio plans.
Use this portlet to filter by gate decision in order to determine the number of ideas that have been converted to projects, put on hold, or killed. It shows the key gate factors and gate decision, and the ability to drill down to the idea properties for more details.
Kill and Hold ideas are maintained in the Idea Vault so they can be reviewed for future consideration at any time. Only ideas that have gone through the scoring/screening process are maintained in the Idea Vault.
To view this portlet, click Idea Management Dashboard in the New Product Development menu, and click the Idea Vault tab.
The following columns are displayed on this portlet:
The name of the idea. Click on the name to drill down to the Idea Properties page.
The stoplight icon and gate score number (from the idea gate score field).
The current gate decision represented by a colored, directional arrow.
The red/yellow/green stoplight.
The red/yellow/green stoplight.
The red/yellow/green stoplight.
The red/yellow/green stoplight.
The red/yellow/green stoplight.
The red/yellow/green stoplight.
The customer market value taken from the investment attribute.
The customer segment value taken from the investment attribute.
The following portlet filters are available:
The selected product category on the idea.
Select a product line from the drop down list.
Select a type to filter by the kind of product.
The idea brand.
Select an idea strategy from the drop down list
Select a market from the drop down list
Select a segment from the drop down list
Click the multi-select browse icon to filter by a combination of decisions.
The Idea Financials tab contains one portlet that displays financial data about Ideas.
To view this portlet, click Idea Management Dashboard in the New Product Development menu, and click the Idea Financials tab.
The Idea Revenue and Cost portlet provides a view of the potential dollars made and dollars spent for all ideas. It displays two columns for each idea: the red column represents the costs and the blue column represents the revenue.
The following portlet filters are available:
This is the product category from the idea.
Select a product line from the drop down list.
Select a strategy from the drop down list.
Select a customer market from the drop down list.
Select a customer market from the drop down list.
Select a decision filter from the drop down list.
The Financial Review Tab contains one portlet that displays different levels of the project's cost and benefit plans.
To view this portlet, click Stage Review in the New Product Development menu, and click the Financial Review tab.
The Financial Plan vs Actual Review portlet is a complete listing of all the documents that have been uploaded to the project. It shows planned and actual costs and benefits and the variance between them. The information is available at each cost plan detail level in a hierarchical display.
The first level is the Investment, the second level is the Cost Plan and Benefit Plan, and the third level and down are the detail rows on the cost and benefit plans.
The following columns are displayed on this portlet:
Displays the name of the investment and the name of the cost and benefit plans. Click the investment name to open the Project Properties page.
Displays the planned cost or planned benefit number depending on the row.
Displays the actual cost or actual benefit number depending on the row.
The difference between Planned minus Actual. For costs, a negative number means more money has been spent than was planned. If there is a positive number, then less money has been spent than planned. For benefits, a negative number signals the revenues were greater than anticipated. If there is a positive number then the revenues were less than anticipated.
The following portlet filters are available:
Click the browse icon to filter by project.
Select a period type from the drop down list.
Select the date based on the start date for the time period.
Select the date based on the end date for the time period.
The Schedule Review Tab contains one portlet that displays the project's work breakdown schedule.
To view this portlet, click Stage Review in the New Product Development menu, and click the Schedule Review tab.
The Master Schedule portlet is a complete listing of tasks in the WBS. It includes task metrics such as ETC, baseline cost, actual costs, finish date, days late, and several others. This is the place where the project manager can confirm that all the tasks for a specific gate have been completed and when ready, the project manager can drill down to the specific gate milestone and submit for the approval to move on to the next gate.
The following columns are displayed on this portlet:
This is the name of the project, the name of the task, or the name of the resource, depending on the level expanded in the hierarchy. Click on the project name to drill down to the Project Properties page, the Task Properties page, or the Resource Properties page.
This is the finish date for the task.
This is the calculated number of days late.
This is the number of ETCs on the task.
This is the monetary amount of ETCs on the task.
This is a monetary amount for the baseline cost. The project must be baselined in order to get this data.
This is the actual hours for the task.
This is a monetary amount for the actual cost. The project must be baselined in order to get this data and there must be timesheets submitted, approved, and posted.
This is a monetary amount for the EAC cost. The project must be baselined in order to get this data.
Defaults to a monthly display. It will list the months across the top and display a colored bar to mark progress of the task.
The following portlet filters are available:
Click the browse icon to filter by project.
Click the browse icon to filter by stage.
This is the project manager from the project object.
Select a project status from the drop down list (Approved or Unapproved).
The Critical Issue Review Tab contains one portlet that displays all the issues from the project (not risks or change requests).
To view this portlet, click Stage Review in the New Product Development menu, and click the Critical Issue Review tab.
The Project Issue Review portlet displays all of the issues for a project. It includes the description and stoplight displays for schedule and priority. The project manager can check on resolution dates and drill down to further view specific issues.
The following columns are displayed on this portlet:
This is the red/yellow/green stoplight based on the target resolution date and the number of days before or after it before the issue is marked as resolved. This is an attribute created with the NSQL query for this portlet:
This is the red/yellow/green stoplight based on the priority for the issue. This is an attribute created with the NSQL query for this portlet:
This is the issue's ID number. Click on the ID number to drill down to the Issue Properties page.
This is the description of the issue. Click on the description to drill down to the Issue Properties page.
This is the issue category name.
This is the owner for the issue, displayed as last name, first name. Click on the owner name to drill down to the Resource Properties page.
This is a link to send an email to the owner. Click on the icon to send an email to the project owner.
This is the target resolution date on the issue.
The following portlet filters are available:
Filter by Standard Organizational Breakdown Structures (OBS).
Click the browse icon to filter by project.
Click the browse icon to filter by the issue category.
Select a priority from the drop down list.
Select a status from the drop down list.
Select a date range to look for issues between dates.
Portfolios allow managers to group and view their investments together. CA Clarity PPM Accelerator for NPD has two portfolio portlets that allow project and product managers to create scenarios when they build out portfolios and compare changes in schedule, cost, and resources from a scenario, with their current plan of record.
The Product Master Portfolio page layout is a set of tabs and portlets that can be selected as the layout when viewing a portfolio. It is designed to work with product portfolios where an organization is tracking specific product lines or brands.
The Project Master Portfolio page layout supports the NPD metrics for projects. It includes portlets to assist with future project planning and reviewing of costs and revenues.
Note: See the Portfolio Management User Guide for more information on managing portfolios.
Costs and revenues can be tracked using existing CA Clarity PPM functionality. The Product Master Portfolio is available to populate with all products or a sub-set of products. Product Managers will want to track groups of products according to product line and brand, and these can be built with the power-filter in Portfolios.
The Product Master Portfolio page layout is available with several comparison portlets so that you can compare the current plan of record with different scenarios. Competitor information can be tracked for products and used to create competitor portfolios for use in product planning.
The Market Analysis tab contains four portlets that provide general information for a marketing or product manager.
To view these portlets, click Portfolios in the Portfolio Management menu. Click the NPD Product Master link and then click the Market Analysis tab.
The Product Market Growth (plan of record) portlet is a bubble chart that displays individual products based on their product category (e.g., new to world or new to company). It displays the current plan of record for a product portfolio (the portfolio must have products in it for this bubble chart to work).
It compares some of the metrics for the product price trend on the X axis and the product market projections on the Y axis. As an example, this portlet provides a view of which products have stronger price points and higher market gains versus products that may have good market gain but weak price points. There are several other comparisons that can be made with this portlet's data.
The legend lists each of the following attributes along with the colors:
Product Price Position.
Market Growth Projection.
The bubble color represents the product category.
Market Attractiveness
The following portlet filters are available:
Click the browse icon to filter by OBS unit.
Select a filter mode from the drop down list.
The Product Market Growth bubble chart is very similar to the Product Market Growth (plan of record) portlet. It also displays individual products based on their product category, but now these are based on a selected scenario, rather than the plan of record.
The legend lists each of the following attributes along with the colors:
Product Price Position (Calculated).
Market Growth Projection (Calculated).
The bubble color represents the product category.
The bubble size represents the market share.
The following portlet filters are available:
Click the browse icon to filter by OBS unit.
Select a filter mode from the drop down list.
The following columns are displayed on this portlet:
The product name. Click on the name to drill down to the Product Properties page.
Click the icon to drill down to the Create Scenarios page.
The selected product category on the project.
Total planned revenue for the project.
Total planned cost for the project.
Total actual cost for the project.
The difference between actual cost and planned cost.
NPV percentage from the project.
ROI percentage from the project.
Displays the date and amount to indicate the period and value at which the program becomes profitable.
The following portlet filters are available:
NPV percentage from the project.
ROI percentage from the project.
The following columns are displayed on this portlet:
The product name. Click on the name to drill down to the Product Properties page.
Click the icon to drill down to the Create Scenarios page.
The selected product type on the project.
The total planned benefit of the portfolio.
Total planned cost for the project.
Total actual cost for the project.
The difference between actual cost and planned cost.
NPV percentage from the project.
ROI percentage from the project.
Displays the date and amount to indicate the period and value at which the program becomes profitable.
The following portlet filters are available:
Click the browse icon to filter by OBS unit.
Select a filter mode from the drop down list.
The Competitive Analysis tab contains two portlets that provide general information for a marketing or product manager.
To view these portlets, click Portfolios in the Portfolio Management menu. Click the NPD Product Master link and then click the Competitive Analysis tab.
The Competitive Comparison [Plan of Record] portlet is a bubble chart that displays individual products based on their product category (e.g., new to world or new to company). It displays the current plan of record for a product portfolio (the portfolio must have products in it for this bubble chart to work).
It compares the metrics for the competition rating on the X axis and the customer value perception on the Y axis. This portlet helps product analysts review competitive information in the plan of record as compared to a scenario.
The legend lists each of the following attributes along with the colors:
Competition Rating.
Customer Value Perception.
The bubble color represents the product category.
Market Share
The following portlet filters are available:
Enter a range for the planned cost.
Enter a date range.
The Competitive Comparison [Competitors] bubble chart is very similar to the Competitive Comparison [Plan of Record] portlet. It also displays individual products based on their product category, except it displays for a selected scenario, rather than the plan of record.
It compares the metrics for the competition rating on the X axis and the customer value perception on the Y axis. This portlet helps product analysts review competitive information in the plan of record as compared to a scenario.
The legend lists each of the following attributes along with the colors:
Competition Rating.
Customer Value Perception.
The bubble color represents the product category.
Market Share
The following portlet filters are available:
Enter a range for the planned cost.
Enter a date range.
The Role Comparison tab contains two portlets that provide general information for a marketing or product manager.
To view these portlets, click Portfolios in the Portfolio Management menu. Click the NPD Product Master link and then click the Role Comparison tab.
The Role Capacity and Demand [Plan of Record] portlet displays individual roles that are associated to the portfolio along with allocation, availability, and the variance between those two. It displays the current plan of record for the portfolio and current role plans across selected time periods.
This portlet helps product analysts review resource assignments in the plan of record as compared to a scenario.
The following columns are displayed on this portlet:
The portfolio name. Click the name to open the Role Properties page.
This is the available hours across all the resources that belong to this role and this portfolio, and it is specific to the time period (e.g., monthly or quarterly).
This is the allocated hours across all the resources that belong to this role and this portfolio, and it is specific to the time period (e.g., monthly or quarterly).
A red or green stoplight will display based upon the calculation of subtracting the allocation from the availability.
The following portlet filters are available:
Click the Browse icon to pick one or more months/years for display in the portlet.
The Role Capacity and Demand [Compare to Scenario] grid portlet displays individual roles that are associated to the portfolio along with allocation, availability, and the variance between those two. It is the companion portlet to the Role Capacity and Demand [Plan of Record] portlet, and it displays a selected scenario with role plans across selected time periods. This portlet helps product analysts review resource assignments in the plan of record as compared to a scenario.
The following columns are displayed on this portlet:
The portfolio name. Click on the name to drill down to the Role Properties page.
This is the available hours across all the resources that belong to this role and this portfolio, and it is specific to the time period (e.g., monthly or quarterly).
This is the allocated hours across all the resources that belong to this role and this portfolio, and it is specific to the time period (e.g., monthly or quarterly).
A red or green stoplight will display based upon the calculation of subtracting the allocation from the availability.
The following portlet filters are available:
Click the multi-select browse icon to pick one or more months/years for display in the portlet.
The Project Portfolio Page Layout is a set of tabs and portlets you can select as the layout when viewing a portfolio. This layout is built for project managers who need to view groups of projects in order to review statistical trends and metrics.
The Scorecard Tab contains two portlets that display metrics about the project in the portfolio.
To view these portlets, click Portfolios in the Portfolio Management menu. Click the NPD Project Master link and then click the Scorecard tab.
The Projects portlet is a listing of all the projects in the selected portfolio. It shows a variety of metrics with graphics for easy viewing of project status. It also includes costs, ROI, and NPV. This portlet is reminiscent of the Idea Vault, but instead of ideas, you have projects in all the different statuses and states of execution.
The following columns are displayed on this portlet:
The name of the project. Click on the name to drill down to the Project Properties page.
Click the icon to drill down to the Project Hierarchy page.
Click the icon to drill down to the Portfolios Scenarios page.
The stoplight icon and gate score number (from the project or idea gate score field).
The current gate decision represented by a colored, directional arrow.
The current stage of the project.
The customer market selection on the project.
The selected product category on the project.
An attribute on the project that allows selection of a number between 1 and 10 to rank projects in order from most to least important.
Total planned revenue for the project.
Total planned cost for the project.
Total actual cost for the project.
The difference between actual cost and planned cost.
ROI percentage from the project.
NPV percentage from the project.
The following portlet filters are available:
Select a category from the drop down list.
Select a product line from the drop down list.
Select a gate decision from the drop down list.
Select a customer market from the drop down list.
Select a customer market from the drop down list.
Filter by stage; based on the stage values for NPD.
Filter by gate score; enter a score in the field.
Click the browse icon to filter by project manager.
The Stage Gate Review portlet is a graph that displays all the projects in the portfolio as bubbles based on the stage and cost of the project. It provides you with a visual of where to focus resources and budget and what to be planning for as projects move towards the launch stage.
The legend lists each of the following attributes along with the colors:
Projects Grouped by Stage - each section of the graph represents one of the five stages for a project.
Planned Cost - this is the total planned cost from a project.
The bubble color represents the gate decision.
Gate Score.
A list of the stages with their colors and the placement on the X axis.
The following portlet filters are available:
Select a gate decision from the drop down list (Go, Kill, Hold, Recycle, All).
The Resources tab contains one portlet that provides data about role demand.
To view this portlet, click Portfolios in the Portfolio Management menu. Click the NPD Project Master link and then click the Resource Demand on Projects tab.
The Resource Demand on Projects portlet highlights the total resource and role hours per project and includes start and end dates as well as planned cost. Portfolio managers can easily link back to the scenarios tab to play with increasing or decreasing roles for these projects.
The following columns are displayed on this portlet:
The name of the project. Click on the name to drill down to the Project Properties page.
Click the icon to drill down to the Portfolios Scenarios page.
An attribute on the project that allows selection of a number between 1 and 10 to rank projects in order from most to least important.
The start date of the project.
The finish date of the project.
The total number of resource/role hours needed, based on the start and end date for the portfolio. This value will not mirror the total amount of hours on the project if the project falls outside of the range for the portfolio.
Total planned cost for the project.
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