The examples in this tool mentor are based on the Product Portfolio Management,
Version 1.0, add-on and IBM® Rational® Focal Point™, Version 6.4.
If you use the add-on, most of the necessary modules and views have already
been configured for you. If you are not using the add-on, your workspace will
require some configuration to support the features described in this tool mentor.
Configuration
First, configure Rational Focal Point with the attributes needed for the product's
lifecycle review by following these steps:
- Create a module to store your product data and name it, for example, "Products."
-
Create the necessary attributes:
Attribute Name
|
Attribute Type
|
Description
|
Product Name
|
Text
|
|
Lifecycle Phase
|
Choice
|
For example: Introduced, Growth, Maturity, Decline
|
Actual Revenue
|
Matrix
|
Use a matrix attribute to capture financial data by product, such
as revenue or cost |
- Create a display to make the data accessible to your users.
See the "Configure" section in Focal Point Help for further details
on how to create workspaces, modules, attributes, and views.
Review products by lifecycle phase
Portfolio managers are interested in following up on how the products
in the portfolio distribute over the lifecycle phases. To do this, follow these
steps:
- Log in to Rational Focal Point, if you are not already logged in.
-
Open the Workspace.
- Select Display > Our Product Portfolio (r/w).
- Select the Statistical display
button in the toolbar.
-
Finally, select which attributes to display at the bottom of the page. In this case, select "Lifecycle Phase"
in Row, "None" in Column, and "Number of Elements" in Cell.
-
In the result window, you will see how the products distribute over the different lifecycle phases presented in
percentage and in absolute value.
Review revenue by lifecycle phase and products
Using the same Statistical display as in the previous example,
you can view different types of financial information (as long as the types
are included in the view definition). For example, if you want to review the
actual revenue for all products, in Cell, select "Sum: Actual
Revenue," instead. The data in the cells is then summarized from all products
for that lifecycle phase.
If you want to view the actual revenue data for a particular product, click
the product link in the result view. |