Requests Matrix Report

The Requests Matrix Report is a Portfolio Planning application report that displays how project requests in your company line up with your request criteria to consider them as projects.

• To be included in this report, project requests need to have been scored and must have passed the workflow step marked as ready for reporting.

Viewing the Requests Matrix Report

To view this report:

1. In the Work Management Toolbar, click View Applications.
2. Click the Portfolio Planning application tile.
3. Under the Standard Reports section of the navigation menu, click Requests Matrix.
4. (OPTIONAL) Adjust the report filters as needed.
   1. NOTE: When Show Projects (active) is enabled, the report will only pull in projects that (1)) are Active and (2) are currently under a status with a status class of New, In Process, or On Hold.​​​​​​
5. Click Run Report. 

Section 1: Requests Matrix Chart

The Request Matrix Chart helps visualize the impact of different project requests.

• The size of each bubble on the chart is based upon each request's total budget (relative to the maximum total budget of all requests included in the report).
  • A request's total budget is equal to the request time budget + the request expense budget.
  • The request time budget can be adjusted by modifying functional role (resource) forecasts for the request. The request expense budget can be adjusted by modifying expense forecasts for the request.
• By default, the Requests Matrics Chart uses Risk and Composite Score.

To adjust the data used in the chart:

1. In the report toolbar, click Filter.
2. Scroll down to the Axis fields.
3. Select an X Axis option:
   1. Risk
   2. Payback Period (Years)
   3. Number of Systems Affected
4. Select a Y Axis Option
   • Composite Score
   • Scorecard Score
   • Return on Investment
   • Internal Rate Of Return
   • Number of Goals Met
5. Click Apply.

Section 2: Requests Matrix Table

The Requests Matrix Table displays each account or project type that has evaluated and scored project requests, depending on how you choose to group the results by.

• For each account or project type, the table also show the project request count ("Project Count"), the total budget of the project requests, the risk average, and the score average.
• If you expand an account or project type name, a table will be displayed showing each project request's id, name, account, type, budget, payback period, internal rate of return, return on investment, score, and risk score for that account or project type. Project name links are links to that project request's detail page.
• If you enter no data in a project request's Risk section (under Benefits), the risk for the project request will be 0. If you entered no data in a project request's Returns section, 0 will be displayed for payback period, internal rate of return, and return on investment.

Calculations

Here are the calculations used in the Requests Matrix Report:

• Score = (Project Request Criteria Value / Project Request Criteria's Max Value) x (Project Request Criteria's Percent Of Value) ->
  • This calculation is done for each project request criteria, then these values are totaled to get the Score value.
  • Project request criteria and values are defined in TDAdmin and set in the project request Scorecard section.
• Risk Score = (Sum of all risk scores) / (Total number of risks)
  • Risk choice values are:
    • Not Applicable = 1
    • Low = 0.67
    • Medium = 0.33
    • High = 0
• Payback Period = (Project Request Cost) / (Project Request Estimated Income per Period)
• IRR (Internal Rate of Return) = i that occurs when NPV is set to 0.
• NPV (Net Present Value) =
  • Ct is the cash flow at a given period t. i is the project request discount rate (defaults to 10%).
     
• ROI (Return On Investment) =
  • Vi is the initial investment, or the cost, of the project request while Vf is the final value of the investment, or the project request estimated income per period multiplied by the number of project request periods.