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Blueprint Released: Value Realization | Core Value Dashboard

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Employee

If you’re a system admin, product owner, champion, or manager of Workfront users, you’ve probably been asked to demonstrate the value Workfront is bringing to your business. We’ve identified five key areas that your business can realize value. Workfront provides the ability to: 

  1. Centralize work in one solution 
  2. Manage work processes 
  3. Review and approve digital work 
  4. Govern compliance workflows 
  5. Deliver client-facing services 

We’ve created a dashboard that helps you identify value realized from the first and second bullet points and we call it the Value Realization | Core Value. These reports help you translate the benefits of centralizing work in one solution and managing work processes into measurable values that you can track over time to drive better outcomes. 

This dashboard is now available to install from your blueprints. Learn how to install this dashboard from blueprints 

A few things to note:  

  1. The reports on the dashboard have been built to support the needs of a wide audience and it’s likely that you will need to change the filters, views, and groupings in some reports. This is especially the case when it comes to filtering on status or date/time.   
  2. You may not need all the reports, so feel free to remove them. 
  3. All reports have tags in their descriptions for searchability: 
    • #centralizework 
    • #manageworkprocesses 
    • #valuerealization 
  4. Finally, we recommend making copies of these reports before editing in case you want to go back to the original reports.  

The Core Value Reports: 

  • Active Projects by Portfolio & Program 
    • Shows all active projects (projects that are not in statuses that equate with Complete or Dead). Use this report to understand the work currently in progress across your organization. 
  • Active Projects by Progress Status 
    • Shows all active projects (projects that are not in statuses that equate with Complete or Dead). Use this report to understand what projects are on track to deliver on time. 
  • Active Projects by Owner & Status 
    • Shows all active projects (projects that are not in statuses that equate with Complete or Dead). Use this report to understand project ownership and progress/status of in-flight projects. 
  • Active Projects by Priority 
    • Shows all active projects (projects that are not in statuses that equate with Complete or Dead). Use this report to understand how in-flight work aligns to your priorities. 
  • Active Tasks Assigned to Direct Reports Grouped by Manager 
    • Shows all incomplete tasks, grouped by the assignee's manager and progress status. Use this report to visualize the workload of your direct reports. 
  • Projects Completed by Month & Group This Year 
    • Shows all completed projects this year. Use this report to understand the volume of completed work by group. 
  • Completed Projects by Portfolio & Progress Status 
    • Shows all completed projects, grouped by portfolio, month of completion, and progress status. Use this report to understand the overall volume of completed work across portfolios. 
  • Completed Parent Tasks by Progress Status 
    • Shows all completed parent tasks, grouped by month of completion, project, and progress status. Use this report to understand the overall volume of completed work and on-time delivery. 
  • Completed Child Tasks by Progress Status 
    • Shows all completed child tasks, grouped by month of completion, project, and progress status. Use this report to understand the overall volume of completed work and on-time delivery at the most granular level. 
  • Completed Issues by Month 
    • Shows all completed issues, grouped by month of completion and project. Use this report to understand the overall volume of completed issues and cycle time. 
  • Planned Hours & Duration vs. Actual on Completed Projects by Group 
    • Shows the variance of planned vs. actual of both hours and duration on completed projects. Use this report to analyze project cycle time and level of effort. In the variance columns, negative numbers indicate early completion or lower level of effort while positive numbers indicate lateness or higher level of effort. 
  • Project Duration Variances by Portfolio & Template 
    • Shows the difference in days between the projects' actual duration and the template duration, and the difference between the projects' actual hours and the template hours. In the variance columns, negative numbers indicate early completion or lower level of effort while positive numbers indicate lateness or higher level of effort. 
  • Number of Projects by Group & Template 
    • Shows all projects by group and template. Use this report to understand template usage across groups and analyze how many work processes are captured in Workfront. 
  • Planned Hours & Duration vs. Actual on Completed Milestone Tasks by Milestone Path 
    • Shows the variance of planned vs. actual of both hours and duration on completed milestones. Use this report to analyze milestone cycle time and level of effort. In the variance columns, negative numbers indicate early completion or lower level of effort while positive numbers indicate lateness or higher level of effort. 
  • Completed Milestone Task Duration Averages 
    • Shows all completed milestone tasks grouped by milestone name. Use this report to see the average planned and actual duration of your milestones on the Summary tab. 
  • Number of Requests Per Request Queue by Queue Topic This Year 
    • Shows how many requests have been submitted this year, grouped by queue and queue topic. Use this report to understand request volume. 
  • Report Usage Over Time 
    • Shows the sum of the reports being viewed by month. Use this report to understand user interaction with reports each month which is an indication of adoption. 
  • Collaboration by User 
    • Shows all the direct messages entered in the system and grouped by the users who entered them. Use this report to understand collaboration over time. If you want to see the messages, add a column for Note >> Note Text. 
  • Project Collaboration by Month 
    • Shows all the direct messages entered in the system at the project level and grouped by entry date month and project. Use this report to understand project collaboration over time. 
  • Task Collaboration by Project 
    • Shows all the direct messages entered in the system at the task level and grouped by entry date month and project. Use this report to understand task collaboration over time. 
  • Issue Collaboration by Project 
    • Shows all the direct messages entered in the system at the issue level and grouped by entry date month and project. Use this report to understand issue collaboration over time. 
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