PPM Dashboard and Report Visuals Template

(To assist with PPM dashboard and report design.)

Each tab of this workbook has an example of a visualization that can be used when designing or constructing your own PP
reports. These examples can act as inspiration for your own designs or they can be customized to fit your own needs.

To customize:
Edit the column and row labels in the data charts (feel free to use whatever headings are most appropriate). The ones used
Insert your own data into the charts.
You may need to adjust chart/graph filters (to include series that are hidden on these example charts/graphs).
You may need to make an adjustment using the "Select Data" function for the chart, especially if you have added additiona
data charts.
You should adjust the color schemes to ensure that information you need to communicate is communicated in the most eff
the Enhance PPM Dashboards and Reports blueprint for more guidance about selecting the most appropriate visualization

For acceptable use of this tool, refer to Info-Tech's Terms of Use. These documents are intended to supply general informa
professional or personal advice, and are not intended to be used as a substitute for any kind of professional advice. Use th
whole or in part as a basis and guide for document creation. To customize this document with corporate marks and titles, s
Tech information in the Header and Footer fields of this document.
 ing or constructing your own PPM dashboards and
mized to fit your own needs.

most appropriate). The ones used here are only examples.

mple charts/graphs).
ially if you have added additional rows or columns to the

is communicated in the most effective way possible (see

e most appropriate visualizations).

ended to supply general information only, not specific

nd of professional advice. Use this document either in
with corporate marks and titles, simply replace the Info-
Sample Line Chart
Use for:
Single, few, or many, parameters (lines)
Time-spanned (linear)
Finite or Infinite parameters

Allocations by Business Units

35000

30000

25000

20000

15000

10000

5000

0
D e ce s IT al g g ns D
Bo tiv n ce g in tin tio &
cu na ur Le ur ke
e Fi o ct r ra R
Ex es uf
a
M
a pe
R O
an an
M
um
H

Hours 2012 Hours 2013 Hours 2014 Hours 2015

Hours Hours Hours Hours

2012 2013 2014 2015
BoD 23532 528 25451 9036
Executive 23174 21589 25296 19722
Finance 10942 7286 5717 220
Human Res 2623 8527 8047 5505
IT 15842 7832 10553 26231
Legal 6382 22267 8437 28927
Manufactur 9211 21040 20326 17556
Marketing 27398 11012 1410 13937
Operations 23545 10877 18418 28576
R&D 28482 16390 23144 9630
Sales 24112 17458 17704 14895
Security 19354 16086 8324 25889
nits

g ns D l es r ity
tin tio &
Sa cu
rke ra R
Se
a pe
O

4 Hours 2015
Sample Column Chart
Use for:
Few or many parameters (lines)
Time-spanned (linear)
Finite or Infinite parameters

Project Requests vs. Project Approvals

30

25

20

15

10

0
2013 - Q1 2013 - Q2 2013 - Q3 2013 - Q4 2014 - Q1 2014 - Q2 2014 - Q3 2014 - Q4 2015 - Q1

Requests Approvals

Requests Approvals Series 3 Series 4

2013 - Q1 3 3 3 2
2013 - Q2 15 1 6 1
2013 - Q3 8 4 2 17
2013 - Q4 8 6 10 13
2014 - Q1 25 5 5 22
2014 - Q2 11 1 4 19
2014 - Q3 8 1 4 16
2014 - Q4 5 2 2 6
2015 - Q1 25 23 5 3
2015 - Q2 22 8 1 6
2015 - Q3 15 5 20 17
2015 - Q4 2 1 2 9
Approvals

2014 - Q4 2015 - Q1 2015 - Q2 2015 - Q3 2015 - Q4

Sample Bar Chart
Use for:
Few or many parameters (lines)
Time-spanned (linear)
Finite or Infinite parameters (for finite use 100% versions)

Project Hours Allocated by Business Unit

Security

Sales

R&D

Operations

Marketing

Manufacturing

Legal

IT

Human Resources

Finance

Executive

BoD
0 5000 10000 15000 20000 25000 30000 35000

FY2014 FY2015

FY2014 FY2015 Series 3 Series 4

BoD 7168 29347 14833 8842
Executive 27460 6525 10705 21253
Finance 605 9469 14243 14334
Human Res 1853 24303 1790 3359
IT 19330 1377 28107 9155
Legal 17278 23968 4813 25601
Manufactur 22604 27699 9091 15633
Marketing 5310 23609 12210 28847
Operations 15151 23908 27686 12362
R&D 22689 10631 6400 6321
Sales 189 23280 4586 16248
Security 15098 9157 9759 25000
35000
Sample Stacked Column
Use for:
Few or many parameters (lines)
Time-spanned (linear)
Finite or Infinite parameters (for finite use 100% versions)

Hours Dedicated to Project Type

Hours Spent on "Discretionary Projects" Highlighted
40000

35000

30000

25000

20000

15000

10000

5000

0
2013 - Q1 2013 - Q2 2013 - Q3 2013 - Q4 2014 - Q1 2014 - Q2 2014 - Q3 2014 - Q4 2015 - Q1

Maintain Grow Transform Discretionary

Maintain Grow Transform Discretionary

2013 - Q1 6760 9088 9885 4255
2013 - Q2 7232 7183 8912 9944
2013 - Q3 220 3766 488 9216
2013 - Q4 6476 2401 739 1259
2014 - Q1 5172 5540 7436 3237
2014 - Q2 4511 7353 121 9933
2014 - Q3 7364 6483 8614 9490
2014 - Q4 9676 456 9996 5738
2015 - Q1 570 3513 1036 3306
2015 - Q2 6226 2626 1249 2302
2015 - Q3 870 2662 7211 4303
2015 - Q4 8503 8116 8199 8907
cts" Highlighted

2014 - Q4 2015 - Q1 2015 - Q2 2015 - Q3 2015 - Q4

etionary
Sample Stacked Column 100%
Use for:
Few or many parameters (lines)
Time-spanned (linear)
Finite or Infinite parameters (for finite use 100% versions)

Distribution of Project Type (in % of Project Hours)

by Business Unit
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
l
D
tiv
e ce e s IT ga in
g g ns D es ity
Bo n rc Le ur tin io &
Sa
l
cu
r
cu na ou ct ke r at R e
e Fi es fa ar pe S
Ex R u M O
an an
m M
u
H

Maintain Grow Transform

Maintain Grow Transform Series 4

BoD 80 1 19 100
Executive 73 4 23 100
Finance 82 10 8 100
Human Res 37 35 28 100
IT 98 0 2 100
Legal 21 40 39 100
Manufactur 80 9 11 100
Marketing 55 6 39 100
Operations 65 27 8 100
R&D 34 32 34 100
Sales 89 0 11 100
Security 75 11 14 100
 r ity
e cu
S
Sample Combined Column and Line Chart

Use for:
Few or many parameters (lines)
Time-spanned (linear)

Requests, Approvals, Capacity

25 14%

12%
20

10%

15
8%

6%
10

4%

5
2%

0 0%
2013 - 2013 - 2013 - 2013 - 2014 - 2014 - 2014 - 2014 - 2015 - 2015 - 2015 - 2015 -
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

Requests Approvals Capacity Available (%)

Capacity
Requests Approvals Available Series 4
(%)
2013 - Q1 16 5 5% 16
2013 - Q2 23 0 0% 9
2013 - Q3 23 11 11% 11
2013 - Q4 2 1 1% 2
2014 - Q1 18 12 12% 19
2014 - Q2 16 3 3% 22
2014 - Q3 17 6 6% 21
2014 - Q4 16 12 12% 2
2015 - Q1 14 10 10% 14
2015 - Q2 9 9 9% 17
2015 - Q3 1 1 1% 24
2015 - Q4 19 7 7% 8
 14%

12%

10%

8%

6%

4%

2%

0%
2015 - 2015 -
Q3 Q4
Sample Stacked Area Chart
Use for:
Few or many parts
Diachronic (shows changes of composition over time)
Use when you want to emphasize quantity (and not %)

Portfolio-Wide Project Capacity

Highlight: Hours of Available Capacity
2500

1178 1180 909

2000 1388 -351 494 150
770 -315

1500

1000

500

0
Jan Feb Mar Apr May Jun Jul Aug Sep

Planned Absences Allocation to Non-Project Allocation to Project Unallocated Ca

Allocation Total
Planned Allocation Unallocated
to Non- Possible
Absences to Project Capacity
Project Capacity
Jan 47 466 244 1178 1935
Feb 199 222 49 1388 1858
Mar 111 704 1389 -351 1853
Apr 40 261 483 1180 1964
May 47 617 412 909 1985
Jun 53 794 218 770 1835
Jul 136 425 840 494 1895
Aug 68 255 1428 150 1901
Sep 47 529 1582 -315 1843
Oct 84 410 1490 -135 1849
Nov 42 683 1064 189 1978
Dec 28 506 1522 -239 1817
Capacity
ilable Capacity

189
494 150 -135
-315 -239

Jul Aug Sep Oct Nov Dec

ocation to Project Unallocated Capacity

Sample Stacked Area Chart 100%
Use for:
Few or many parts
Diachronic (shows changes of composition over time)
Use when you want to emphasize percentages

Portfolio-Wide Project Capacity

Highlight: % of Total Capacity that is Available
100%

90%

80%

70%

60%

50%

40%

30%

20%

10%

0%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct

Planned Absences Allocation to Non-Project Allocation to Project Unallocated Capacity

Allocation Total
Planned Allocation Unallocated
to Non- Possible
Absences to Project Capacity
Project Capacity
Jan 8 338 359 1179 1884 63%
Feb 78 786 834 178 1876 9%
Mar 17 668 1500 -349 1836 -19%
Apr 195 550 33 1060 1838 58%
May 24 528 1081 210 1843 11%
Jun 178 410 1501 -218 1871 -12%
Jul 193 566 760 333 1852 18%
Aug 111 229 1562 -49 1853 -3%
Sep 145 752 1352 -399 1850 -22%
Oct 118 442 278 968 1806 54%
Nov 162 522 896 360 1940 19%
Dec 192 343 994 433 1962 22%
Available

g Sep Oct Nov Dec

ct Unallocated Capacity
Sample Pie Chart
Use for:
Few or many parts
Synchronic (“snap-shot” of composition at one point in time)
Use only for finite parameters. Best when relatively static over time (if total changes, use proportional pies to communicate

Project Hour Allocation Distribution

by Most Current Risk Status of Project
2%

19%

40%

12%

27%

High Risk Moderate Risk Low Risk Insignificant Risk Excessive Risk

Project
Risk Level
Hours
High Risk 412
Moderate Risk 4771
Low Risk 2941
Insignificant Risk 6677
Excessive Risk 9956
e proportional pies to communicate this)

Excessive Risk
Sample Scatter Chart
Use for:
Two parameters
Visualizing relationships and distributions
Trends

Actual Effort (Vertical) vs. Estimated Effort (Horizontal)

Dots above the blue line: projects that took more effort than estimated.
Dots below the blue line: projects that took less effort than estimated.
10000

9000

8000

7000

6000
Actual Effort

5000

4000

3000

2000

1000

0
0 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000

Estimated Effort

Estimated Actual
Projects Effort Effort
(Hours) (Hours)
Project A 895 1781
Project B 3908 3580
Project C 7011 9049
Project D 6742 7386
Project E 2533 8080
Project F 2179 7060
Project G 3117 7578
Project H 2175 5523
Project I 1523 4706
Project J 4436 2185
Project K 6770 1952
Project L 9698 8638
d.

9000 10000
Sample Bubble Chart
Use for:
Three parameters
Visualizing relationships
Trends

Request Scores
Bubble Size = Estimated Effort
8
7
6
5
Risk Score

4
3
2
1
0
-1 1 3 5 7
Strategic Alignment

Requested Projects Request A Request B Request C Request D Request E Request F

Strategic Alignment 10 4 0 8 1 9
Score
Risk Score 6 6 3 3 1 7
Estimated Effort 5268 411 3312 193 1992 3462
mated Effort

7 9 11
Alignment

Request G Request H Request I Request J Request K Request L

8 5 5 8 7 9

0 3 7 4 4 5
8284 3026 7848 784 9309 580