NPD Accelerator Dashboards and Portlets

Plan projects, review metrics, and compare costs and revenues with the following NPD Accelerator dashboards and portlets:
ccppmop144
Plan projects, review metrics, and compare costs and revenues with the following NPD Accelerator dashboards and portlets:
2
 
NPD Accelerator Gate Scoring Dashboard
As a product or marketing manager, you can view the gate scores for all ideas and projects in one location. The Gate Scoring Dashboard in the NPD Accelerator is a snapshot portlet that is designed to show metrics for projects or ideas.
This portlet has the following columns:
  • Gatekeeper:
    Defines the name of the gatekeeper. Click the name to open the resource properties page.
  • Properties Icon
    : Click the icon to view the gate scoring properties page.
  • Project or Idea
    : Defines the name of the idea or project. Click the name to open the idea or project properties page.
  • Stage
    : Defines the current stage of the idea or project.
  • Score Date
    : Defines the date when the gate score was completed.
  • Gate Score
    : Defines the stoplight icon and gate score number (from the project or idea gate score field).
  • Potential Market Gain
    : A standard stoplight.
    • Green = Large
    • Blue = Significant
    • Yellow = Modest
    • Red = Small
  • Product & Competitive Advantage
    • Limited
    • Modest
    • Positive
    • Significant
  • Reward to Company
    • Poor Reward
    • Modest
    • Good
    • Excellent
  • Strategic Fit and Importance
    • Not Aligned
    • Somewhat
    • Supports
    • Aligns Very Well
  • Synergies - Leverage Core Competencies
    • No Opportunity
    • Some Opportunity
    • Considerable Opportunity
    • Excellent Opportunity
  • Technical Feasibility
    • Not Feasible
    • Limited Feasibility
    • Good Likelihood of Feasibility
    • Excellent Feasibility
  • Market Attractiveness
    • Small
    • Modest
    • Significant
    • Large
The following portlet filters are available:
  • Gatekeeper(s)
    : Click the browse icon to filter by resources that are assigned as gatekeepers.
  • Gate Score
    : Enter a range to filter by the gate score.
  • Project or Idea
    : Click the browse icon to filter by project or idea.
  • Stage
    : Click the browse icon to filter by stage.
 
NPD Accelerator Executive Dashboard
As a leader or manager, you can view all projects, products, and their respective portfolios. The dashboard has five tabs, each containing portlets for R & D, Launch, and Brand tracking. The Roadmap page shows the stage of products in their product lifecycle for executive planning. The Executive Dashboard Overview page in the NPD Accelerator contains the Gate Review, Project Update, and My Action Items portlets that provide general information for an executive.
To view the portlets, click
Executive Dashboard
in the New Product Development menu.
Gate Review Portlet
The Gate Review portlet shows all the submitted ideas and active projects currently moving through the gating process. For ideas, this process is the idea screen process before an idea is converted to a project. For projects, the gating process runs throughout the life of the project. As each gating milestone is completed, the project goes through a gate review for approval to move on to the next stage. This portlet provides you with insight into the number of ideas and projects going through approval processes.
This portlet has the following columns:
  • Gatekeeper
    The name of the gatekeeper. Click the name to drill down to the resource properties page.
  • Properties Icon
    Click the icon to view the gate scoring properties page.
  • Project or Idea
    The name of the idea or project. Click the name to drill down to the idea or project properties page.
  • Stage
    The current stage of the idea or project.
  • Score Date
    The date when the gate score was completed.
  • Gate Score
    The stoplight icon and gate score number (from the project or idea gate score field).
The following portlet filters are available:
  • Gatekeeper
    Click the browse icon to filter by resources that are assigned as gatekeepers.
  • Investment
    Click the browse icon to filter by investment.
Project Update Portlet
Use the Project Update portlet to display a specific set of projects. The portlet shows the main metrics about gate scores, decisions, and cost and revenue information. By default, the portlet is sorted with red flag projects at the top.
This portlet has the following columns:
  • Project
    The name of the project. Click the name to drill down to the project properties page.
  • Properties icon
    Click the icon to drill down to the project hierarchy page.
  • Gate Score
    The stoplight icon and gate score number (from the project or idea gate score field).
  • Gate Decision
    The current gate decision that is represented by a colored, directional arrow.
    • Green = Go
    • Yellow = Hold
    • Red = Kill
  • Red Flag
    The red flag Boolean on the project.
  • Stage
    The current stage of the project.
  • Customer Market
    The customer market selection on the project.
  • Product Category
    The selected product category on the project.
  • Ranking
    An attribute on the project that allows selection of a number from one to ten to rank projects from most to least important.
  • Planned Revenue
    Total planned revenue for the project.
  • Planned Cost
    Total planned cost for the project.
  • Actual Cost
    Total actual cost for the project.
  • Remaining Cost
    The difference between actual cost and planned cost.
  • Planned NPV
    NPV percentage from the project.
  • Planned ROI
    ROI percentage from the project.
The following portlet filters are available:
  • Product Category
    Select a category from the drop-down list.
  • Product Line
    Select a product line from the drop-down list.
  • Gate Decision
    Select a gate decision from the drop-down list.
  • Brand
    Select a product brand from the drop-down list.
  • Customer Market
    Select a customer market from the drop-down list.
  • Customer Segment
    Select a customer market from the drop-down list.
My Action Items Portlet
My Action Items portlet displays all the notifications and scheduled action items that a marketing, process, or product manager receives.
This portlet has the following columns:
  • Action Item
    The name of the action item. Click the action item to drill down to the action item details page.
  • Priority
    Based on high, medium, or low priority with corresponding red, yellow, or green stoplights.
  • Status
    Displays the status.
    Values:
    Open, Closed, Deferred, Done, and In Progress
  • Date Received
    The date that the action item is assigned to the user.
  • Process Icon
    Click the icon to drill down to the process diagram page.
The following portlet filter is available:
  • Status
    Select an action item status from the drop-down list.
Brand Dashboard Page
The Brand Dashboard page contains the Product Line Rating portlet that provides general information for executive or senior managers.
Product Line Rating Portlet
The Product Line Rating portlet helps to determine how each product area is performing. The bubble chart displays the aggregate of all the products that are based on their category. The chart compares the metrics for the competition rating on the X-axis and the Product Potential Gain on the Y-axis.
The legend lists each of the following attributes with the colors:
  • X-Axis
    Competition Rating - The attribute of the same name on the product.
  • Y-Axis
    Product Potential Gain - The attribute of the same name on the product.
  • Bubble Color
    The bubble color represents the product category.
    • Red = Line Extension
    • Green = New to Company
    • Blue = Modifications
    • Purple = New to World
  • Bubble Size
    Average Market Share - A percentage attribute from the product. The percentage is derived from adding and averaging the products in the specific product category.
The following portlet filter is available:
  • Product Category
    The product category from the portfolio.
Roadmap Page
The Roadmap page contains the Roadmap portlet that provides an executive view of future and current projects. You can view groups of projects and products to determine the direction for various product lines. Road mapping refers to that capability. The Roadmap portlet provides the metrics for executives and analysts to plan out product futures. This portlet shows projects and products, which have different stages that are based on their product lifecycle stage. The Roadmap portlet provides baselined data only, including baseline effort and cost as compared to actuals. Drill down to review project, or product dependencies and their hierarchies.
This portlet has the following columns:
  • Product Line/Investment
    The product line that the project or product belongs to (parent) or the name of the project or product (child). Click the + sign to view the projects or products that are assigned to the product line. Click the item to open the project or product properties page.
  • Dependencies Icon
    Click the icon to open the project or product dependencies page.
  • Hierarchy Icon
    Click the icon to open the project hierarchy page.
  • Lifecycle Phase
    The current stage of the project or product.
  • Status
    The project or product status indicator.
  • Baseline Effort
    The baseline number of hours on the project or product.
  • Baseline Cost
    The total planned cost for the project or product.
  • Actual Effort
    The actual number of baseline hours on the project or product.
  • Actual Cost
    The total actual cost for the project or product.
The following portlet filter is available:
  • Product Line(s)
    Click the Browse icon to filter by the product line from the investment.
Launch Dashboard Page
The Launch Dashboard page contains the Launch Performance by Brand and Expected Product Launches by Product Line portlets that provide information specific to projects about to launch new products.
Launch Performance by Brand Portlet
The Launch Performance by Brand portlet is designed to show the percentage of project launches that are on time. The portlet compares each brand according to a timescale of early delivery, on time, 30 days late, or more than 30 days late. The portlet combines all the projects in one brand and uses the difference between project completion date and project launch date to determine where the launch falls on the timescale.
  • The column stacks represent the percent value for the difference between the launch date on the product against the launch date on the project. The value is aggregated for each brand, so it represents an average.
  • The Y-Axis displays the name of the brand.
  • The X-Axis displays percentages from 0 to 100.
This portlet has the following filters:
  • Brand
    Click the multi-select browse icon to pick one or more brands for display in the portlet.
  • Year
    Select a year from the drop-down list. Select All to view all the portfolios.
Expected Product Launches By Product Line Portlet
For future planning, the Expected Product Launches By Product Line portlet displays upcoming launches sorted by product line and distributed per year. The information is useful for planning purposes to see if one product line is favored over another and to think about how launches affect the marketplace.
  • Each column stack represents a product line and the total number of launches expected for the specified year.
  • The Y-Axis displays the number of launches.
  • The X-Axis displays the years.
This portlet has the following filters:
  • Year
    Select a year from the drop-down list. Select All to view all the products.
  • Product Line
    Click the multi-select browse icon to pick one or more of the product lines for display in the portlet.
R&D Dashboard Page
The R&D Dashboard page contains the Strategic Planning Cost Analysis portlet that provides information specific to projects under development.
Strategic Planning Cost Analysis Portlet
The Strategic Planning Cost Analysis portlet shows executives and development management their spending for each stage on one or more projects. You can select the project from the portlet filter and the fiscal time period.
  • Each column stack represents one time period.
  • Each stack in the column represents the planned cost for that particular stage.
  • The Y-Axis displays monetary amounts based on the project financial plans.
  • The X-Axis displays the selected fiscal time periods.
This portlet has the following filters:
  • Product Category
    Select a category from the drop-down list.
  • Project(s)
    Click the multi-select browse icon to pick one or more projects for display in the portlet.
  • Period Type
    Required. Select a period type (Monthly or Quarterly) from the drop-down list.
  • Period
    Select a specific fiscal time period from the drop-down list.
NPD Accelerator Portfolio Management Dashboard
As a project portfolio manager, use this collection of portlets to view metrics specific to idea, project, and product portfolios.
The Portfolio Management Dashboard Overview page in the NPD Accelerator contains the Gate Review, My Action Items, and My Projects portlets that provide the project portfolio manager with metrics specific to the idea, project, and the product portfolios.
To view the portlets, click
Portfolio Management Dashboard
in the New Product Development menu.
The Gate Review and My Action Items portlets display identical functionality to the portlets found in the Executive Dashboard.
My Projects Portlet
The My Projects portlet shows all the projects currently moving through the gating process.
This portlet has the following columns:
  • Project
    The name of the project. Click the name to drill down to the project properties page.
  • Current Stage
    The current stage of the project.
  • Team
    Click the Detailed Resource Information icon to drill down to the team detail page.
  • Tasks
    A list of the tasks completed or currently running for the project. Click the icon to drill down to the WBS page of project tasks.
  • Documents
    Click the Document Manager icon to drill down to the project document manager page.
  • Stage Review
    Click the icon to drill down to the Stage Review portlet.
The following portlet filters are available:
  • Project Name
    Enter a name to search by project.
  • Project Manager
    Select a manager from the drop-down list.
  • Project ID
    Enter an ID to filter by project ID.
  • Active
    Select a project status from the drop-down list (All, Yes, or No).
Pipeline Planning Page
The Pipeline Planning page contains the Projects in Development, My Portfolios, and Prioritized Scored List of Projects portlets that display portfolio and project metrics.
Projects in Development Portlet
The Projects in Development portlet provide a portfolio manager with an understanding of upcoming project loads based on stages. The portlet is a bubble chart designed to provide a view of a group of projects based on their current stage and costs. The background colors represent each stage and the bubble colors represent gate decisions. The size of the bubble indicates how high the gate score was (the larger the bubble, higher the score).
My Portfolios Portlet
The My Portfolios portlet is a snapshot portlet designed to show metrics for the portfolios you have access to view based on your role.
 This portlet has the following columns:
  • Portfolio
    The name of the portfolio.
  • Budgeted Benefit
    The planned benefit field on the portfolio.
  • Budgeted Cost
    The planned cost field on the portfolio.
  • Cost Variance
    The variance subtracting cost from benefit.
  • Stoplight Icon
    • If the variance is from zero to 9,999,999 then a green stoplight is shown (under budget).
    • If the variance is from -9,999,999 to zero, then a red stoplight is used (over budget).
 
No filtering is available because of the nature of the portlet.
 Prioritized Scored List of Projects Portlet
The Prioritized Scored List of Projects portlet is a snapshot portlet designed to show metrics for the portfolios you have access to view based on your role. No filtering is available because of its nature, displaying the portfolios the user can view.
This portlet has the following columns:
  • Project
    The name of the project. Click the name to drill down to the project details page.
  • Stage
    The current stage on the project.
  • Gate Score
    The stoplight icon and gate score number (from the idea gate score field).
    • Green = Go
    • Yellow = Hold
    • Red = Kill
  • Gate Decision
    The current gate decision represented by a colored, directional arrow.
    • Green = Go
    • Yellow = Hold
    • Red = Kill
    • Blue = Recycle
  • Manager
    The user assigned to manage the project.
  • Strategic Fit and Importance
    The standard stoplight.
    • Green = Aligns Very Well
    • Blue = Supports
    • Yellow = Somewhat
    • Red = Not Aligned
  • Product and Competitive Advantage
    The standard stoplight.
    • Green = Significant
    • Blue = Positive
    • Yellow = Modest
    • Red = Limited
  • Potential Market Gain
    The standard stoplight.
    • Green = Large
    • Blue = Significant
    • Yellow = Modest
    • Red = Small
  • Synergies - Leverage Core Competencies
    The standard stoplight.
    • Green = Excellent Opportunity
    • Blue = Considerable Opportunity
    • Yellow = Some Opportunity
    • Red = No Opportunity
  • Technical Feasibility
    The standard stoplight.
    • Green = Excellent Feasibility
    • Blue = Good Likelihood of Feasibility
    • Yellow = Limited Feasibility
    • Red = Not Feasible
  • Reward to Company
    The standard stoplight.
    • Green = Excellent
    • Blue = Good
    • Yellow = Modest
    • Red = Poor Reward
 
The following portlet filters are available:
  • OBS Unit
    Click the browse icon to filter by OBS unit.
  • Manager
    Click the browse icon to filter by project manager resource name.
  • Stage
    Click the browse icon to filter by project stage.
  • Gate Decision
    Select an option from the drop-down list to filter by gate decision (Go, Hold, Kill, or Recycle).
Portfolio Metrics Page
The Portfolio Metrics page contains the Master Portfolios portlet that display data about portfolios.
Master Portfolios Portlet
The Master Portfolios portlet is a snapshot portlet designed to display hierarchies of portfolios. A parent portfolio can be selected and different configurations of the children portfolios can be selected.
  • Portfolio
    Displays the portfolio name. Click the name to drill down to the portfolio scorecard page.
  • Portfolio Planned Cost
    The planned cost of the portfolio.
  • Investments Planned Cost
    The planned cost value of all investments in the portfolio.
  • Cost Variance
    Displays the variance subtracting the total cost of investments from the portfolio planned cost.
  • Variance Stoplight
    Displays the variance from the planned costs.
    • If the variance is from zero to 9,999,999, a green stoplight is used (under budget).
    • If the variance is from -9,999,999 to zero, a red stoplight is used (over budget).
  • Portfolio Planned Revenue
    Total planned revenue for the portfolio.
The following portlet filters are available:
  • Portfolio
    Click the browse icon to filter by portfolio name.
  • Parent Portfolio
    Click the browse icon to refine the filter to search by parent portfolio name.
NPD Accelerator Idea Management Dashboard Overview
As a product or marketing manager, use the Idea Management Dashboard Overview page to view the general status information.
Ideas Portlet
Use the Ideas portlet to create ideas. The New button is available to link to the create idea page.
Idea Gate Review Portlet
The Idea Gate Review portlet is similar to the Gate Review portlet. However, this portlet displays more information specific to ideas. It shows all the submitted ideas currently going through the screening (gating) process, and provides quick updates to marketing and product managers as they gauge where ideas are in the approval process.
This portlet has the following columns:
  • Gatekeeper
    The name of the gatekeeper. Click the name to drill down to the resource properties page.
  • Properties Icon
    Click the icon to view the gate scoring properties page.
  • Idea
    The name of the idea. Click the name to drill down to the idea properties page.
  • Stage
    The current stage of the idea.
  • Score Date
    The date when the gate score was completed.
  • Gate Score
    The stoplight icon and gate score number (from the idea gate score field).
  • Idea Comparison
    Click the icon to drill down to the idea comparison page.
The following portlet filters are available:
  • Gatekeeper
    Click the browse icon to filter by resources that are assigned as Gatekeepers.
  • Stage
    Click the browse icon to filter by stage.
  • Score Date
    Select a date range to filter by the score date.
  • Idea
    Click the browse icon to filter by stage.
  • Manager
    Click the browse icon to filter by resources who have been assigned as managers.
  • Status
    Select an idea status from the drop-down list (All, Approved, Unapproved).
My Action Items Portlet
The My Action Items portlet displays all the notifications and scheduled action items that a marketing, process, or product manager receives.
This portlet has the following columns:
  • Action Item
    The name of the action item. Click the action item to drill down to the action item details page.
  • Priority
    Based on high, medium, or low priority with corresponding red, yellow, or green stoplights.
  • Status
    Displays the status.
    Values:
    Open, Closed, Deferred, Done, and In Progress
  • Date Received
    The date that the action item was assigned to the user.
  • Process Icon
    Click the icon to drill down to the process diagram page.
The following portlet filter is available:
  • Status
    Specifies the status.
Idea Processes Portlet
The Idea Processes portlet updates a product or marketing manager with the current ideas moving through the approval process. You can click the process icon to see the progress of idea and drill down to the idea properties page.
This portlet has the following columns:
  • Idea
    The name of the idea. Click the name to drill down to the idea properties page.
  • Status
    The status of the idea: Aborted, Aborting, Done, Error, Running.
  • Start Date
    The date that the process was initiated.
  • End Date
    The date that the process was marked as Done.
The following portlet filters are available:
  • Idea Requester
    Click the browse icon to select an individual resource and display only their ideas in the portlet.
  • Status
    Select a status from the drop-down list.
  • Start Date
    Select the date to filter by the process start date.
NPD Accelerator Stage Review Dashboard
The Stage Review Dashboard in the NPD Accelerator provides the areas that a project manager reviews before submitting an idea or projects for approval to the next stage. As a project manager, use this dashboard to access all the pertinent areas that you review before submitting an idea or project for approval to the next stage. The page level filtering allows you to select a project and a stage to view one stage across all the portlets.
Resource Review Page
The Resource Review page of the NPD Accelerator contains one portlet that provides the project manager with general resource information.
To view the portlet, open the New Product Development menu, and from Stage Review, click Resource Review.
Resource Utilization Portlet
The Resource Utilization portlet shows the resources that have been assigned to the project. The portlet displays allocations, assignments, and the variance between them by time period. For data to appear in the portlet, allocate resources to the project and assign them to tasks. The time periods appear in a row above the column headers.
This portlet has the following columns that are repeated with each time period.
  • Resource
    Displays the name of the resource (last name, first name) associated with the specific issue. To open the resource or role allocations page, click the resource name.
  • Allocation
    The number of hours the resource is allocated to the selected project.
  • Assignment
    The number of hours the resource is assigned to the selected project.
  • Variance
    The difference between Allocation minus Assignment. For a negative number, the user is under-allocated. For a positive number, the user is over-allocated.
The following portlet filters are available:
  • Project
    To search by project, enter a project name.
  • Stage
    Click the browse icon to filter by stage; only the resources who are assigned to tasks in that stage appear.
  • Resources Only?
    Select an option (All, No, Yes).
  • Manager
    Click the browse icon to filter by manager name.
  • Period Type
    Select a period type from the list.
Document Review Page
The Document Review page contains four portlets that show documents from the document manager repository in different views.
  • Deliverables
  • Gate Documents
  • Worksheets
  • All Documents
To view these portlets, open the New Product Development menu, and from Stage Review, click Document Review.
By default, only the All Documents portlet displays. To view the remaining three portlets, select them from the drop-down list.
All Documents Portlet
The All Documents portlet is a complete listing of all the documents uploaded to the project. The portlet displays information about the project schedule, due dates, and categories and provides a link to drill down to the document itself. The portlet is designed for project managers to view all the documents currently available for the project.
This portlet has the following columns:
  • Document Manager Icon
    The link to the document manager to view the entire folder structure and documents. Click the document name to drill down to the Collaboration - project document manager page.
  • Document
    The name of the document. Also, a link to open the document. Click the document name to open the document.
  • Status
    The status of the document. The options are tied to standard stoplights:
    • Green = Approved
    • Yellow = Submitted
    • Red = Rejected
  • Schedule
    The schedule is based on the completion date for the task (phase) that the document is associated with. All documents for a phase must be completed by the end date of that phase.
    • Green = If the task finish date is greater than 30 days from today.
    • Yellow = If the task finish date is greater than or equal to today and less than 30 days from today
    • Red = If the task finish date is past
    • Blue = All else
  • Due Date
    Displays the completion date for the milestone task that matches the documents folder.
  • Stage
    The document folder. Each of the folders represents a project stage and is labeled with the same names as the project stages.
    Each folder is linked to the phase part of the WBS. For example, Scoping, Business Case, or Development. Do not change the names of the folders and phases. Otherwise, the document review portlets do not work correctly. When you need to change the folder and phase names, modify all the document review portlets with the new names.
  • Category
    The document category assigned to a document when it is uploaded to the repository. The category can be any of the following: Proposal, Planning, Development, Implementation, Operations.
  • Owner
    The individual that uploaded the document. Click the owner name to drill down to the resource properties page.
  • Last Updated Date
    The date when the most recent version was uploaded to the repository.
  • Last Revision Comments
    The comments list from the latest version that was uploaded to the repository.
The following portlet filters are available:
  • OBS
    Filter by Standard Organizational Breakdown Structures (OBS).
  • Project
    Filter by project.
  • Stage
    Filter by stage based on the stage values for NPD.
  • Manager
    Filter by manager.
  • Status
    Filter by project status (approved or unapproved).
  • Document Category
    The document categories of Proposal, Planning, Development, Implementation, Operations.
  • Document Status
    Filter by status (Approved, Rejected, Submitted).
  • Document Schedule
    A lookup with two choices: All, for all the documents and Late, for the ones that are late in relation to the milestone task finish date.
  • Document Owner
    Filter by the user who uploaded the document.
  • Document Name
    A free entry text field to type in the document name or part of the document name using wildcards.
  • Document Due Date
    A date range filter to retrieve those documents that have due dates between the entered dates.
Deliverables Portlet
The Deliverables portlet is identical to the All Documents portlet, except that it limits the display to the documents that are in a Deliverables folder in the document repository.
Gate Documents Portlet
The Gate Documents portlet is identical to the All Documents portlet, except that it limits the display to the documents that are in the Gate Documents folder in the document repository.
Worksheets Portlet
The Worksheets portlet is identical to the All Documents portlet, except that it limits the display to the documents that are in the Worksheets folder in the document repository.
Idea Management Dashboard
Product managers and marketing managers use the Idea Management Dashboard to access idea metrics as they push ideas through the approval process.
Idea Vault Page
The Idea Vault page provides a complete list of all the ideas entered and general idea information for a marketing or product manager. The page includes a built-in power filter to automatically include all ideas that have gone through the idea scoring process. The Idea Vault provides a view of all reviewed ideas and the ability to create 'what if' scenarios to finalize product portfolio plans.
Use this portlet to filter by gate decision to determine the number of ideas converted to projects, put on hold, or killed. The portlet shows the key gate factors and gate decision, and the ability to drill down to the idea properties for more details.
Kill and Hold ideas are maintained in the Idea Vault so they can be reviewed for future consideration at any time. Only ideas that have gone through the scoring/screening process are maintained in the Idea Vault.
To view the portlet, open the New Product Development menu, and from Idea Management Dashboard, click Idea Vault.
This portlet has the following columns:
  • Idea
    The name of the idea. Click the name to drill down to the idea properties page.
  • Gate Score
    The stoplight icon and gate score number (from the idea gate score field).
  • Gate Decision
    The current gate decision represented by a colored, directional arrow.
    • Green = Go
    • Yellow = Hold
    • Red = Kill
  • Strategic Fit and Importance
    The red/yellow/green stoplight.
    • Green = High
    • Yellow = Medium
    • Red = Low
  • Product and Competitive Advantage
    The red/yellow/green stoplight.
    • Green = High
    • Yellow = Medium
    • Red = Low
  • Market Attractiveness
    The red/yellow/green stoplight.
    • Green = High
    • Yellow = Medium
    • Red = Low
  • Reward to Company
    The red/yellow/green stoplight.
    • Green = High
    • Yellow = Medium
    • Red = Low
  • Synergies - Leverage Core Competencies
    The red/yellow/green stoplight.
    • Green = High
    • Yellow = Medium
    • Red = Low
  • Technical Feasibility
    The red/yellow/green stoplight.
    • Green = High
    • Yellow = Medium
    • Red = Low
  • Customer Market
    The customer market value taken from the investment attribute.
  • Customer Segment
    The customer segment value taken from the investment attribute.
The following portlet filters are available:
  • Product Category
    The selected product category on the idea.
  • Product Line
    Select a product line from the drop-down list.
  • Product Type
    Select a type to filter the product type.
  • Brand
    The idea brand.
  • Strategy
    Select an idea strategy from the drop-down list.
  • Customer Market
    Select a market from the drop-down list.
  • Customer Segment
    Select a segment from the -down list.
  • Gate Decision
    Click the multi-select browse icon to filter by a combination of decisions.
Idea Financials Page
The Idea Financials page contains one portlet that displays financial data about Ideas.
To view this portlet, open the New Product Development menu, and from Idea Management Dashboard, click Idea Financials.
Idea Revenue and Cost Portlet
The Idea Revenue and Cost portlet provides a view of the potential dollars made and dollars spent for all ideas. The portlet displays two columns for each idea: the red column represents the costs and the blue column represents the revenue.
  • The red column indicates costs.
  • The blue column indicates revenue.
  • The Y-Axis displays the cost/revenue amount. The values are derived from the idea Planned Cost field and the Planned Benefit field.
  • The X-axis displays idea names.
The following portlet filters are available:
  • Product Category
    : The product category from the idea.
  • Product Line
    : Select a product line from the drop-down list.
  • Strategy
    : Select a strategy from the drop-down list.
  • Customer Market
    : Select a customer market from the drop-down list.
  • Customer Segment
    : Select a customer market from the drop-down list.
  • Gate Decision
    : Select a decision filter from the drop-down list.
Financial Review Page
The Financial Review page contains a portlet that displays different levels of the project cost and benefit plans.
To view this portlet, open the New Product Development menu, and from Stage Review, click Financial Review.
Financial Plan vs. Actual Review Portlet
The Financial Plan vs. Actual Review portlet is a complete list of all the documents that have been uploaded to the project. The portlet shows planned and actual costs and benefits and the variance between them. The information is available at each cost plan detail level in a hierarchical display.
The first level is the Investment, the second level is the Cost Plan and Benefit Plan, and the third level and down are the detail rows on the cost and benefit plans.
This portlet has the following columns:
  • Investment/Plan Detail
    : Displays the name of the investment and the name of the cost and benefit plan. Click the investment name to open the project properties page.
  • Planned
    : Displays the planned cost or planned benefit number depending on the row.
  • Actual
    : Displays the actual cost or actual benefit number depending on the row.
  • Variance
    : The difference between Planned minus Actual. For costs, a negative number indicates more spending than planned. A positive number indicates less money spent than planned. For benefits, a negative number indicates the revenues were greater than anticipated. A positive number indicates that the revenues were less than anticipated.
The following portlet filters are available:
  • Project
    : Click the browse icon to filter by project.
  • Stage
    : Select a project stage from the drop-down list.
  • Period Type
    : Select a period type from the drop-down list.
  • Period Start
    : Select the date based on the start date for the time period.
  • Period End
    : Select the date based on the end date for the time period.
Schedule Review Page
The Schedule Review page contains one portlet that displays the project work breakdown schedule.
To view the portlet, open the New Product Development menu, and from Stage Review, click Schedule Review.
Master Schedule Portlet
The Master Schedule portlet is a complete list of tasks in the WBS. The portlet includes task metrics such as ETC, baseline cost, actual costs, finish date, days late, and several others. Project managers can confirm that all the tasks for a specific gate are completed. And when ready, the project manager can drill down to the specific gate milestone and can submit the tasks for approval to move on to the next gate.
This portlet has the following columns:
  • Project/WBS/Resource
    : The name of the project, the name of the task, or the name of the resource, depending on the level expanded in the hierarchy. Click the project name to drill down to the project or task or resource properties page.
  • Finish
    : The completion date for the task.
  • Days Late
    : The calculated number of days of delay.
  • ETC
    : The number of ETCs on the task.
  • ETC Cost
    : The monetary amount of ETCs on the task.
  • Baseline Cost
    : A monetary amount for the baseline cost. Baseline the project to get the data.
  • Actual
    : The actual hours for the task.
  • Actual Cost
    : A monetary amount for the actual cost. Baseline the project to get the data, and requires timesheets submitted, approved, and posted.
  • EAC Cost
    : A monetary amount for the EAC cost. Baseline the project to get the data.
  • Gantt
    : Defaults to a monthly display. List the months across the top and display a colored bar to mark progress of the task.
The following portlet filters are available:
  • Project
    : Click the browse icon to filter by project.
  • Stage
    : Click the browse icon to filter by stage.
  • Project Manager
    : The project manager from the project object.
  • Status
    : Select a project status from the drop-down list (Approved or Unapproved).
Critical Issue Review Page
The Critical Issue Review page contains one portlet that displays all the issues from the project (not risks or change requests).
To view this portlet, open the New Product Development menu, and from Stage Review, click Critical Issue Review.
Project Issue Review Portlet
The Project Issue Review portlet displays all of the issues for a project. The portlet includes the description and stoplight displays for schedule and priority. The project manager can check on resolution dates and drill down to view specific issues.
This portlet has the following columns:
  • Schedule
    The red/yellow/green stoplight based on the target resolution date and the number of days before or after marking the issue as resolved. An attribute created with the NSQL query for the portlet:
    • Green = -100,000 to 1
    • Yellow = 1 to 3
    • Red = 3 to 100,000
  • Priority
    The red/yellow/green stoplight based on the priority for the issue. An attribute created with the NSQL query for the portlet:
    • Green = Low
    • Yellow = Medium
    • Red = High
  • Issue ID
    The issue ID number. Click the ID number to drill down to the issue properties page.
  • Issue Description
    The description of the issue. Click the description to drill down to the issue properties page.
  • Category
    The issue category name.
  • Owner
    The owner for the issue, displayed as last name, first name. Click the owner name to drill down to the resource properties page.
  • Email Icon
    A link to send an email to the owner. Click the icon to send an email to the project owner.
  • Target Resolution Date
    The target resolution date on the issue.
The following portlet filters are available:
  • OBS
    Filter by Standard Organizational Breakdown Structures (OBS).
  • Manager
    Click the browse icon to filter by the issue category.
  • Status
    Click the browse icon to filter by project.
  • Project
    Click the browse icon to filter by project.
  • Stage
  • Issue Category
    Click the browse icon to filter by the issue category.
  • Issue Priority
    Select a priority from the drop-down list.
  • Issue Owner
    Click the browse icon to filter by project.
  • Issue Status
    Select a status from the drop-down list.
  • Target Resolution Date
    Select a date range to look for issues between dates.
NPD Accelerator Portfolio Master Page Layouts
As a product or project manager, you can group and view your investments together. The NPD Accelerator has two portfolio portlets that allow you to create scenarios. You can build portfolios and compare changes in schedule, cost, and resources from a scenario with the current plan of record. Choose from two layouts:
  • Product Master Portfolio Page
    : The Product Master Portfolio page layout in the NDP Accelerator is a set of pages and portlets that can be selected as the layout when viewing a portfolio. The layout is designed to work with product portfolios where an organization is tracking specific product lines or brands. This layout supports the NPD metrics for projects, and includes portlets to assist with future project planning and reviewing of costs and revenues. Costs and revenues can be tracked using existing
    Clarity Project and Portfolio Management (PPM)
    functionality. Product Master Portfolio populates all or a subset of products. Product Managers wanting to track groups of products according to product line and brand can build with the power-filter in Portfolios. The product master portfolio page layout comprises several comparison portlets to compare the current plan of record with different scenarios. Competitor information can be tracked for products and to create competitor portfolios for use in product planning.
  • Project Master Portfolio Page
    : The Project Master Portfolio page is a set of pages and portlets you can select as the layout when viewing a portfolio. Project managers can use this layout to view groups of projects to review statistical trends and metrics.
Product Master Portfolio Page: Market Analysis Page
The Market Analysis page contains four portlets that provide general information for a marketing or product manager.
  • Product Market Growth (plan of record)
  • Product Market Growth
  • Product Financials (plan of record)
  • Product Financials
To view these portlets, click Portfolios in the Portfolio Management menu. Click the NPD Product Master link, and then click Market Analysis.
Product Market Growth (plan of record) Portlet
The Product Market Growth (plan of record) portlet is a bubble chart that displays individual products based on their product category. For example, new to world or new to company. The portlet displays the current plan of record for a product portfolio (the portfolio requires products in it for the bubble chart to work).
The portlet compares some of the metrics for the product price trend on the X-axis and the product market projections on the Y-axis. For example, the portlet provides a view of which products have stronger price points and higher market gains against products having good market gain but weak price points. Several other comparisons can be made with the portlet data.
The legend lists each of the following attributes with the colors:
  • X-Axis
    : Product Price Position.
  • Y-Axis
    : Market Growth Projection.
  • Bubble Color
    : The bubble color represents the product category.
    • Green = New to World
    • Blue = New to Company
    • Gray = Line Extension
    • Purple = Modification
    • Yellow = Enhancement
  • Bubble Size
    : Market Attractiveness
The following portlet filters are available:
  • OBS Unit
    : Click the browse icon to filter by OBS unit.
  • OBS Unit Filter Mode
    : Select a filter mode from the drop-down list.
    • Unit only
    • Unit and descendants
    • Unit and ancestors
Product Market Growth Bubble Chart
The Product Market Growth bubble chart is similar to the Product Market Growth (plan of record) portlet. The portlet also displays individual products based on their product category. They are now based on a selected scenario, rather than the plan of record.
The legend lists each of the following attributes with the colors:
  • X-Axis
    Product Price Position (Calculated).
  • Y-Axis
    Market Growth Projection (Calculated).
  • Bubble Color
    The bubble color represents the product category.
    • Green = New to World
    • Blue = New to Company
    • Gray = Line Extension
    • Purple = Modification
    • Yellow = Enhancement
  • Bubble Size
    The bubble size represents the market share.
The following portlet filters are available:
  • OBS Unit
    Click the browse icon to filter by OBS unit.
  • OBS Unit Filter Mode
    Select a filter mode from the drop-down list.
    • Unit only
    • Unit and descendants
    • Unit and ancestors
Product Financials (plan of record) Portlet
This portlet has the following columns:
  • Product
    The product name. Click the name to drill down to the product properties page.
  • Grid with Plus (Add to Scenario) Icon
    Click the icon to drill down to the create scenarios page.
  • Product Category
    The selected product category on the project.
  • Planned Revenue
    Total planned revenue for the project.
  • Planned Cost
    Total planned cost for the project.
  • Actual Cost
    Total actual cost for the project.
  • Remaining Cost
    The difference between actual cost and planned cost.
  • Planned NPV
    NPV percentage from the project.
  • Planned ROI
    ROI percentage from the project.
  • Planned Breakeven
    Displays the date and amount to indicate the period and value at which the program becomes profitable.
The following portlet filters are available:
  • Planned NPV
    NPV percentage from the project.
  • Planned ROI
    ROI percentage from the project.
Product Financials Portlet
This portlet has the following columns:
  • Name
    The product name. Click the name to drill down to the product properties page.
  • Grid with Plus (Add to Scenario) Icon
    Click the icon to drill down to the Create Scenarios page.
  • Product Type
    The selected product type on the project.
  • Planned Benefit
    The total planned benefit of the portfolio.
  • Planned Cost
    Total planned cost for the project.
  • Actual Cost
    Total actual cost for the project.
  • Remaining Cost
    The difference between actual cost and planned cost.
  • Planned NPV
    NPV percentage from the project.
  • Planned ROI
    ROI percentage from the project.
  • Planned Breakeven
    Displays the date and amount to indicate the period and value at which the program becomes profitable.
The following portlet filters are available:
  • OBS Unit
    Click the browse icon to filter by OBS unit.
  • OBS Unit Filter Mode
    Select a filter mode from the drop-down list.
    • Unit only
    • Unit and descendants
    • Unit and ancestors
Product Master Portfolio Page: Competitive Analysis Page
The Competitive Analysis page contains two portlets that provide general information for a marketing or product manager.
  • Competitive Comparison (plan of record)
  • Competitive Comparison (compare to)
To view the portlets, click Portfolios in the Portfolio Management menu. Click the NPD Product Master link, and then click Competitive Analysis.
Competitive Comparison (Plan of Record) Portlet
The Competitive Comparison (Plan of Record) portlet is a bubble chart that displays individual products based on their product category. For example, new to world or new to company. The portlet displays the current plan of record for a product portfolio (the portfolio must have products in it for the bubble chart to work).
The portlet compares the metrics for the competition rating on the X-axis and the customer value perception on the Y-axis. The portlet helps product analysts review competitive information in the plan of record as compared to a scenario.
The legend lists each of the following attributes with the colors:
  • X-Axis
    Competition Rating.
  • Y-Axis
    Customer Value Perception.
  • Bubble Color
    The bubble color represents the product category.
    • Green = New to World
    • Blue = New to Company
    • Gray = Line Extension
    • Purple = Modification
    • Yellow = Enhancement
  • Bubble Size
    Market Share
The following portlet filters are available:
  • Planned Cost
    Enter a range for the planned cost.
  • Finish Date
    Enter a date range.
Competitive Comparison (Compare To) Bubble Chart Portlet
The Competitive Comparison (Competitors) bubble chart is similar to the Competitive Comparison (Plan of Record) portlet. The portlet displays individual products based on their product category. However, it displays for a selected scenario, rather than the plan of record.
The portlet compares the metrics for the competition rating on the X-axis and the customer value perception on the Y-axis. The portlet helps product analysts review competitive information in the plan of record as compared to a scenario.
The legend lists each of the following attributes with the colors:
  • X-Axis
    Competition Rating.
  • Y-Axis
    Customer Value Perception.
  • Bubble Color
    The bubble color represents the product category.
    • Green = New to World
    • Blue = New to Company
    • Gray = Line Extension
    • Purple = Modification
    • Yellow = Enhancement
  • Bubble Size
    Market Share
The following portlet filters are available:
  • Planned Cost
    Enter a range for the planned cost.
  • Finish Date
    Enter a date range.
Project Master Portfolio Page: Scorecard Page
The Scorecard page contains the Projects portlet that displays project metrics.
To view the portlet, open the Portfolio Management menu, click Portfolios. Click the NPD Project Master link, and then click Scorecard.
Projects Portlet
The Projects portlet is a listing of all the projects in the selected portfolio. The portlet shows various metrics with graphics for easy viewing of project status. The portlet also includes costs, ROI, and NPV. This portlet is similar to the Idea Vault. However, instead of ideas, you have projects in all the different statuses and states of execution.
Portlet Columns
The following columns display on the portlet:
  • Project
    : The name of the project. Click the name to drill down to the project properties page.
  • Hierarchy Icon
    : Click the icon to drill down to the project hierarchy page.
  • Grid with Plus (Add to Scenario) Icon
    : Click the icon to drill down to the portfolios scenarios page.
  • Gate Score
    : The stoplight icon and gate score number (from the project or idea gate score field).
  • Gate Decision
    : The current gate decision represented by a colored, directional arrow.
    • Green = Go
    • Yellow = Hold
    • Red = Kill
    • Blue = Recycle
  • Stage
    : The current stage of the project.
  • Customer Market
    : The customer market selection on the project.
  • Product Category
    : The selected product category on the project.
  • Ranking
    : An attribute on the project that allows selection of a number from one to ten to rank projects from most to least important.
  • Planned Revenue
    : Total planned revenue for the project.
  • Planned Cost
    : Total planned cost for the project.
  • Actual Cost
    : Total actual cost for the project.
  • Remaining Cost
    : The difference between actual cost and planned cost.
  • Planned ROI
    : ROI percentage from the project.
  • Planned NPV
    : NPV percentage from the project.
The following portlet filters are available:
  • Product Category
    : Select a category from the drop-down list.
  • Product Line
    : Select a product line from the drop-down list.
  • Gate Decision
    : Select a gate decision from the drop-down list.
  • Customer Market
    : Select a customer market from the drop-down list.
  • Customer Segment
    : Select a customer market from the drop-down list.
  • Stage:
    Filter by stage; based on the stage values for NPD.
  • Gate Score
    : Filter by gate score; enter a score in the field.
  • Project Manager
    : Click the browse icon to filter by project manager.
Project Master Portfolio Page: Resources Page
The resources page contains a portlet that provides the role demand data.
To view the portlet, open the Portfolio Management menu, click Portfolios. Click the NPD Project Master link, and then click Resource Demand on Projects.
Resource Demand on Projects Portlet
The Resource Demand on Projects portlet highlights the total resource and role hours for each project, such as start and end dates, and planned cost. Portfolio managers can link back to the scenarios tab to increase or decrease roles for these projects.
The following columns appear on the portlet:
  • Project
    : The name of the project. Click the name to drill down to the project properties page.
  • Grid with Plus (Add to Scenario) Icon
    : Click the icon to drill down to the portfolios scenarios page.
  • Ranking
    : An attribute on the project that allows selection of a number from one to ten to rank projects from most to least important.
  • Start
    : The date of starting the project.
  • Finish
    : The date of completing the project.
  • Role Demand
    : The total number of resource or role hours based on the start and end date for the portfolio. The value does not mirror the total number of hours on the project if the project falls outside of the range for the portfolio.
  • Planned Cost
    : Total planned cost for the project.