PPM Express provides a RAID + Registry Power BI pack.
This pack allows reviewing all Risks, Action Items, Issues, and Key Decisions within PPM Express, not only for one Project/Program or Portfolio, as it can be done directly from the PPM Express app, but to have a holistic view of all of them in one place. Lessons Learned and Change Requests are also included in the pack.
A RAID project management analysis that is available with this pack helps teams create a strategy for avoiding events and issues that may harm the project’s outcomes. It is important because it helps teams fully understand the project’s limitations and potential issues from the start and address them quickly and efficiently. An accurate and up-to-date RAID log allows project managers and stakeholders to avoid project delays by acting quickly if potential roadblocks become urgent and avoiding unpredicted costs related to project delays and adjustments.
RAID+ Registry pack provides valuable information for regular meetings where certain questions/items, e.g., like Change Requests are discussed in bulk. RAID+ report will show all the items that need to be reviewed in one place.
By default, only Active items are displayed in the reports for the In Progress or Not Started entities, but this filter can be changed to display everything if needed.
With RAID+ Registry filters and groupings, managers can review Risks/Action Items etc that belong not only to a specific project/portfolio/program but also get a wider picture viewing, for example, Risks that belong to all projects in a specific portfolio.
In this article, we will give you a general overview and some tips on how to get the most out of it.
General Overview
The Home page opens access to the main reports of the RAID + Registry pack.
Risks score is now available in the report (considering risk probability and impact).
The Score calculation formula is the following: Score = Impact * Probability. For example, if Probability = 95% and Impact = 5.00 then Score = Impact * Probability = 0.95 * 5 = 4.75.
Let's review the reports' tools for better view, navigation, and easy access to the required information.
All reports have a similar layout, consisting of the following three parts:
- Filters
- Counters, charts
- Table
Filters
All report visualizations depend on the values of the applied filters. For convenience, the most popular filters are located on the report canvas, the rest are placed on the 'Filters' pane.
For example, using the Portfolio filter, you can display the project risks of the projects included in a certain portfolio.
To ensure that reports display only relevant data, some of the filters are applied by default.
Counters, charts
The report visuals summarize the filtered data, focusing on certain aspects of the data.
For example:
Clicking on a data point filters the table below by displaying the corresponding rows.
Table
The data displayed in the table reflects the result of the applied filters.
By default, data in a table is not grouped and is displayed as a simple list.
Rows in a table can be grouped by a particular field. You can choose the required fields in the ‘Group by’ drop-down.
The set of available grouping fields depends on the registry you are working with.
You can also decide which columns to show in the table using the ‘Displayed columns’ drop-down.
By default, not all columns are pre-selected to be displayed in the table.
To display the desired column, such as the Timeline, it should be selected in the list. The table will be rebuilt accordingly:
Dependencies report
The report offers three views for analyzing project dependencies:
- List
- Timeline
- Diagram
List View:
Project dependencies are displayed as rows in a table.
The project(s) resulting from the applied filters can appear in both the Project and Item columns.
The project shown in the Project column for a given dependency (table row) is the one where this dependency was created.
Timeline View:
This view provides a visual representation of project dependencies over time.
Key Features:
1. Period Type Slicer: Allows you to select the time period type:
- D – by day
- W – by week
- M – by month
- Q – by quarter
- Y – by year
2. The Dependency line comes in two types:
- Solid line (used when the Relation = 'Delivers to' or 'Depends on')
- Dotted line (used when the Relation = 'Related to')
The color of the Dependency line is highlighted when you hover over it with the mouse.
3. You can get a contextual tooltip for the selected dependency by hovering over the info icon with your mouse.
4. For projects, the color of the bar corresponds to the color of the project's Overall status.
For ideas, the bar color is gray.
5. For projects and ideas without a specified Start Date or Finish Date, as well as for External entities, a vertical line is displayed before the calendar area instead of a bar. The color of this line, like the bar, corresponds to the Overall status color for projects and ideas. For External entities, the line is gray.
6. If the projects are filtered by the name of a specific project, additional color highlighting will be applied to that project.
Diagram View:
This view is designed for working with a single project at a time.
If no project is selected or more than one project is selected, the report will be empty.
To print the report, click File > Print this page -> Destination > Save as PDF.
