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 to view 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 or 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 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 individuals having a view across all projects, products, and their respective portfolios. The dashboard has five tabs, each containing portlets for R & D, Launch, and Brand tracking. The Roadmap page is a critical page, which shows the stage of products in their product lifecycle for executives to plan for the future.
The Overview page contains three portlets that provide general information for an executive.
To view the portlets, click Executive Dashboard in the New Product Development menu. The overview page displays.
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 the 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 or 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 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. The portlet shows the main metrics about gate scores, decisions, and cost and revenue information. By default, the portlet is sorted with red flag projects at the top.
The following columns are displayed on the 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 from 1 to 10 to rank projects 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.
NPV percentage from the project.
ROI 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.
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 the 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 is 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 Brand Dashboard page contains the Product Line Rating portlet that provides general information for executive or senior managers.
The Product Line Rating portlet helps to determine how each product area is doing. The bubble chart displays the aggregate of all the products based on their category. The chart 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 with the colors:
Competition Rating - The attribute of the same name on the product.
Product Potential Gain - The attribute of the same name on the product.
The bubble color represents the product category.
Average Market Share - A percentage attribute from the product. The percentage is derived from adding and averaging the products in the specific product category.
The following portlet filter is available:
The product category from the portfolio.
The Roadmap page contains the Roadmap portlet that provides an executive view of future and current projects. You can view groups of projects and products to determine the direction for various product lines. Road mapping refers to that capability. The Roadmap portlet provides the metrics for executives and analysts to plan out product futures. This portlet shows projects and products, which have different stages based on their product lifecycle stage. 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 page contains two portlets that provide information specific to projects about to launch new products.
The Launch Performance by Brand portlet is designed to show the percentage of project launches that are on time. The portlet compares each brand according to a timescale of early delivery, on time, 30 days late, or more than 30 days late. The portlet 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 timescale.
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, the portlet displays upcoming launches sorted by product line and distributed per year. The information is very useful for planning purposes to see if one product line is favored over another and to think about how launches affect the marketplace.
The following portlet filters are available:
Select a year from the drop-down list. Select All to view all 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 page contains the Strategic Planning Cost Analysis portlet that provides information specific to projects under development.
The Strategic Planning Cost Analysis portlet shows executives and development management their spending per stage on one or more projects. You can select the project from the portlet filter and the fiscal time period.
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 (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 page contains three portlets that provide the project portfolio manager with metrics specific to the idea, project, and the product portfolios:
To view the portlets, click Portfolio Management Dashboard in the New Product Development menu. The overview page displays.
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 the 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 team detail page.
A list of the tasks completed or currently running for the project. Click the icon to drill down to the WBS page of project tasks.
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 page contains three portlets that display portfolio and project metrics.
The Projects in Development portlet provide a portfolio manager with an understanding of upcoming project loads based on stages.
The portlet 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 the portfolios you have access to view based on your role.
The following columns are displayed on the 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.
No filtering is available because of the nature of the portlet.
Prioritized Scored List of Projects is a snapshot portlet designed to show metrics for the portfolios you have access to view based on your role. No filtering is available because of its nature, displaying the portfolios the user can view.
The following columns display on the 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 page contains the Master Portfolios portlet that display data about portfolios.
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 display 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 page provides general information for a marketing or product manager. The following portlets display on the page:
The Ideas portlet provides the means to create ideas. The only functionality in the 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. The portlet shows all the submitted ideas 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 display on the 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 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).
My Action Items portlet displays all the notifications and scheduled action items that a marketing, process, or product manager receives.
The following columns display on the 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 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 progress of idea and drill down to the idea properties page.
The following columns display on the 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 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 to view one stage across all the portlets.
The Resource Review page contains one portlet that provides the project manager with general resource information.
To view the portlet, open the New Product Development menu, and from Stage Review, click Resource Review.
The Resource Utilization portlet contains a complete listing of all the resources that have been assigned to the project. The portlet 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 displayed by using two header rows: one for the time periods and one for the column names.
For data to appear in the portlet, resources allocated to the project and assigned to tasks on the project.
The following columns display on the 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. For a negative number, the user is under-allocated. For a positive number, the user is over-allocated.
These four columns repeat with each time period. The time periods display 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 assigned to tasks in that stage display.
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 page contains four portlets that show documents from the document manager repository in different views.
To view these portlets, open the New Product Development menu, and from Stage Review, click Document Review.
By default, only the All Documents portlet displays. To view the remaining three portlets, select them from the drop-down list.
The All Documents portlet is a complete listing of all the documents uploaded to the project. The portlet displays information about the project schedule, due dates, and categories and provides a link to drill down to the document itself. The portlet is designed for project managers to view all the documents currently available for the project.
The following columns display on the portlet:
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.
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 require completing by the end date of that phase.
Displays the date of completing the milestone task that matches the documents folder.
The document folder. Each of the folders represents a project stage and is labeled with the same names as the project stages.
Important! Each folder is linked to the phase part of the WBS. For example, Scoping, Business Case, or Development. Do not change the names of the folders and phases. Otherwise, the document review portlets do not work correctly. If changing the folder and phase names is necessary, modify all the document review portlets with the new names.
The document category assigned to a document when it is uploaded to the repository. The category can be any of: 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).
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 require accessing idea metrics as they push ideas through the approval process.
The Idea Vault page provides a complete listing of all the ideas entered and general idea information for a marketing or product manager. The page 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 to determine the number of ideas converted to projects, put on hold, or killed. The portlet 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 the portlet, open the New Product Development menu, and from Idea Management Dashboard, click Idea Vault.
The following columns are displayed on the 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 the product type.
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 -down list.
Click the multi-select browse icon to filter by a combination of decisions.
The idea financials page contains one portlet that displays financial data about Ideas.
To view this portlet, open the New Product Development menu, and from Idea Management Dashboard, click Idea Financials.
The Idea Revenue and Cost portlet provides a view of the potential dollars made and dollars spent for all ideas. The portlet 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:
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 page contains a portlet that displays different levels of the project cost and benefit plans.
To view this portlet, open the New Product Development menu, and from Stage Review, click Financial Review.
The Financial Plan vs. Actual Review portlet is a complete listing of all the documents that have been uploaded to the project. The portlet 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 display on this portlet:
Displays the name of the investment and the name of the cost and benefit plan. 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 more spending than planned. For a positive number, less money spent than planned. For benefits, a negative number signals the revenues were greater than anticipated. If there is a positive number, the revenues were less than anticipated.
The following portlet filters are available:
Click the browse icon to filter by project.
Select a project stage from the drop-down list.
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 page contains one portlet that displays the project work breakdown schedule.
To view the portlet, open the New Product Development menu, and from Stage Review, click Schedule Review.
The Master Schedule portlet is a complete listing of tasks in the WBS. The portlet includes task metrics such as ETC, baseline cost, actual costs, finish date, days late, and several others. The place is where the project manager can confirm that all the tasks for a specific gate are 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 display on the portlet:
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 or task or resource properties page.
The date for completing the task.
The calculated number of days of delay.
The number of ETCs on the task.
The monetary amount of ETCs on the task.
A monetary amount for the baseline cost. Baseline the project to get the data.
The actual hours for the task.
A monetary amount for the actual cost. Baseline the project to get the data, and requires timesheets submitted, approved, and posted.
A monetary amount for the EAC cost. Baseline the project to get the data.
Defaults to a monthly display. 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.
The project manager from the project object.
Select a project status from the drop-down list (Approved or Unapproved).
The critical issue review page contains one portlet that displays all the issues from the project (not risks or change requests).
To view this portlet, open the New Product Development menu, and from Stage Review, click Critical Issue Review.
The project issue review portlet displays all of the issues for a project. The portlet includes the description and stoplight displays for schedule and priority. The project manager can check on resolution dates and drill down to view specific issues.
The following columns display on this portlet:
The red/yellow/green stoplight based on the target resolution date and the number of days before or after marking the issue as resolved. An attribute created with the NSQL query for the portlet:
The red/yellow/green stoplight based on the priority for the issue. An attribute created with the NSQL query for the portlet:
The issue ID number. Click on the ID number to drill down to the issue properties page.
The description of the issue. Click on the description to drill down to the issue properties page.
The issue category name.
The owner for the issue, displayed as last name, first name. Click on the owner name to drill down to the resource properties page.
A link to send an email to the owner. Click on the icon to send an email to the project owner.
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 the issue category.
Click the browse icon to filter by project.
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.
Click the browse icon to filter by project.
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 pages and portlets that can be selected as the layout when viewing a portfolio. The layout 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. The layout includes portlets to assist with future project planning and reviewing of costs and revenues.
Costs and revenues can be tracked using existing CA Clarity PPM functionality. Product Master Portfolio populates all or a subset of products. Product Managers wanting to track groups of products according to product line and brand, can build with the power-filter in Portfolios.
The product master portfolio page layout comprises several comparison portlets to compare the current plan of record with different scenarios. Competitor information can be tracked for products and to create competitor portfolios for use in product planning.
The Market Analysis page 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 Market Analysis.
The Product Market Growth (plan of record) portlet is a bubble chart that displays individual products based on their product category. For example, new to world or new to company. The portlet displays the current plan of record for a product portfolio (the portfolio requires products in it for the bubble chart to work).
The portlet compares some of the metrics for the product price trend on the X-axis and the product market projections on the Y-axis. For example, the portlet provides a view of which products have stronger price points and higher market gains against products having good market gain but weak price points. Several other comparisons can be made with the portlet data.
The legend lists each of the following attributes 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 similar to the Product Market Growth (plan of record) portlet. The portlet also displays individual products based on their product category. But now they are based on a selected scenario, rather than the plan of record.
The legend lists each of the following attributes 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 the 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 the 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 page contains two portlets that provide general information for a marketing or product manager.
To view the portlets, click Portfolios in the Portfolio Management menu. Click the NPD Product Master link, and then click Competitive Analysis.
The Competitive Comparison [Plan of Record] portlet is a bubble chart that displays individual products based on their product category. For example, new to world or new to company. The portlet displays the current plan of record for a product portfolio (the portfolio must have products in it for the bubble chart to work).
The portlet compares the metrics for the competition rating on the X-axis and the customer value perception on the Y-axis. The 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 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 similar to the Competitive Comparison [Plan of Record] portlet. the portlet also displays individual products based on their product category, except it displays for a selected scenario, rather than the plan of record.
The portlet compares the metrics for the competition rating on the X-axis and the customer value perception on the Y-axis. The 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 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 Project Portfolio Page Layout is a set of pages and portlets you can select as the layout when viewing a portfolio. This layout is built for project managers to view groups of projects to review statistical trends and metrics.
The Scorecard page contains the Projects portlet that displays project metrics.
To view the portlet, open the Portfolio Management menu, click Portfolios. Click the NPD Project Master link, and then click Scorecard.
The Projects portlet is a listing of all the projects in the selected portfolio. The portlet shows a variety of metrics with graphics for easy viewing of project status. The portlet 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 display on the 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 from 1 to 10 to rank projects 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 resources page contains a portlet that provides the role demand data.
To view the portlet, open the Portfolio Management menu, click Portfolios. Click the NPD Project Master link, and then click Resource Demand on Projects.
The Resource Demand on Projects portlet highlights the total resource and role hours per project, such as start and end dates, and 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 display on the 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 from 1 to 10 to rank projects from most to least important.
The date of starting the project.
The date of completing the project.
The total number of resource or role hours based on the start and end date for the portfolio. The value does 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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