Thank you for your feedback.
Form temporarily unavailable. Please try again or contact docfeedback@servicenow.com to submit your comments.

Out-of-the-box Project Portfolio Suite with Financials Performance Analytics Solutions

Log in to subscribe to topics and get notified when content changes.

Out-of-the-box Project Portfolio Suite with Financials Performance Analytics Solutions

Performance Analytics Solutions contain preconfigured dashboards. These dashboards contain actionable data visualizations that help you improve your business processes and practices.

Performance Analytics Solutions

Use the Performance Analytics widgets on the dashboard to visualize data over time, analyze your business processes, and identify areas of improvement. With solutions, you can get value from Performance Analytics for your application with minimal setup.
Note:
  • Solutions include some dashboards that are inactive by default. You can activate these dashboards to make them visible to end users according to your business needs.
  • Out-of-the-box solutions and in-form analytics provide all the configuration records required to analyze default applications. Customize these records for use in your production environment.

To enable the solution for Project Portfolio Suite with Financials, log in as an admin and navigate to Performance Analytics > Guided Setup. Click Get Started then scroll to the section for Project Portfolio Suite with Financials Dashboard. The guided setup takes you through the entire setup and configuration process.

Alternatively, activate the Performance Analytics – Content Pack – Project Portfolio Suite with Financials Dashboards (com.snc.pa.pmo_dashboards) plugin.

Activation of com.snc.pa.pmo_dashboards plugin also activates the following plugins:
  • Project Portfolio Suite with Financials (com.snc.financial_planning_pmo)
  • Performance Analytics – Content Pack – Project Portfolio Suite Dashboards (com.snc.pps_dashboards)
Access the Project Portfolio Suite with Financials dashboard using either of the following navigation links:
  • Project > Portfolios > Portfolio Dashboard.
  • Project > Programs > Program Dashboard.
  • Self-Service > Dashboards. Search for Project Portfolio Suite with Financials using the search field.
  • Time Sheets > Time Sheet Portal > Time Sheet Dashboard.

The dashboard displays the data based on the navigation link used to open it.

Domain separation and 'Run As' user

By default, System Administrator is the Run As user for data collection jobs in the OOTB Performance Analytics Solutions. Verify that this user exists on the instance, and whether this user has the appropriate level of access. An inappropriate Run As user can cause errors or limit the data that is collected. If you have Domain Separation enabled, ensure you set an appropriate Run As user in each domain.

Older version of this solution

This solution replaces the Project Portfolio Suite (com.snc.pa.ppm) Solution. If you activated an earlier version of the solution and then upgraded your instance, you still have and can still use the earlier solution. You can also activate the newer version without losing data from existing indicators and breakdowns. If you activate the newer version, run a historical data collection job to populate new indicators and breakdowns for the Time Sheet dashboard.

Feedback