The Planning Analytics report provides a consolidated view of all initiative planning activities across your portfolio. Where previously users had to download raw data from each initiative individually and combine it manually, this report aggregates planning data in one place, enabling analysis by classification, activity, and benefiting area.
Key Concepts
The Planning Analytics report aggregates planning data across all initiatives in the selected portfolio or programme.
Data can be filtered by Version and Date Range before running the report.
The CAPEX/OPEX column reflects the component type of each planning activity.
Time series data is displayed by Month, with an additional Fiscal Year column for period grouping.
The report includes a Benefiting Area field to support analysis by organisational unit.
Instructions
Navigate to the Analytics section from the main menu.
Select Planning Analytics from the available report options.
Apply the relevant selection criteria:
Select the Initiative/View All Initiatives
Select the Currency
Select the desired Fields
Click Run Query to generate the report.
Review the aggregated planning data across all initiatives.
The Planning Analytics report is read-only. To make changes to planning data, navigate to the relevant initiative's Financial Analysis section.
In this report, expenditure is shown as positive numbers, and the return (savings) as negative numbers.
Only initiatives with a Financial Analysis are shown in the Planning Analytics transaction.
Related articles