System Settings → Report Templates → System Reports → Incoming Demand Screening and Prioritization
This report shows work items for an enterprise portfolio in terms of rank, objective, financial benefit, NPV, strategic and risk scoring, as well as costs for labor, non-labor, and FTE demand. While setting up the report, users can choose to associate the report with a single work item or a group of work items in the investment hierarchy..
Descriptions for the fields that are available in this report can be found in the following table.
The priority of the project. High, Medium, Low, or N/A.
The name of the work item, log item, or discussion.
The reason for doing the work associated with the project.
The difference between the value in the Total Benefit field and the value in the Total Cost field.
The net present value (NPV) for the project.
Indicates the rank of a work item, in relation to other work items in the same list. The lower the number, the higher the rank.
The request state for a work item.
The return on investment (ROI) for the project.
The sponsor of the project.
The total amount of money that is allocated to completion of the project.
The total costs of all labor and non-labor in the project.
To add a report that uses the Incoming Demand Screening and Prioritization report template, open the New Report dialog box from the My Reports tab and then follow the steps below.
You can filter the Incoming Demand Screening and Prioritization report directly after adding it by selecting the Run this report immediately option in the New Report dialog box. (Reports can also be run from the My Reports tab in the Tools module or the Reports tabs in the Projects module.)
Descriptions for these filters that are available in the Incoming Demand Screening and Prioritization report can be found in the following table.
The type of new work request. Filter options: Project Only, Project Request Only, and Show All.
The current state of work item requests, such as requests for IT hardware upgrades, improved alerting services, rollouts of new software upgrades, and so on. The work items in the report will be unique to your organization. Filter options: All, New, Ready for Approval, and Rejected.
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