Business Initiatives Metrics – Business Documents

The Business Documents view lets you view business documents in a bubble chart or as a list of tiles. Business Documents describe proposals. This widget only shows Business Documents; it does not include Services Documents or Services Specifications.

This page discusses:

Filters

You can filter the widget by target date or duration. The filter optimizes the initial data set so that it displays faster. The filter remains in effect between sessions so you only need to set it once unless you want to change it.

To do so, follow these steps:

  1. Click Filters .
  2. Select a target start date. Click in the text box to open the calendar, and select a date.
  3. Select a duration. Click in the text box and select one of these options:
    • Next 30 days
    • Next 60 days
    • Next 90 days
    • Next 1 year
  4. Click Apply.

You can change the widget title to reflect the type of filtered data you selected. For more information, see Setting Preferences.

Graph View

Click Graph to view the documents as a graph. The graph plots the target launch date (X-axis) and the Proposed Investment (Y-axis). Today's date shows as a red vertical line in the graph. The graph shows each Business Document as a bubble. The size of the bubble is based on the revenue value, as compared to other Business Documents in the graph. The color of the bubble relates to the state of the Business Initiative Project.

Hover over the bubble to view this information about that Business Document:

  • Document name
  • Related projects
  • Target launch date
  • Proposed investment
  • Revenue

Click on any bubble to view the details of that Business Document. The chart slides off and the small tile and ID card display with the Properties for the Business Document.

Tile View

Click to view the Business Documents as an array of small tiles. When you click a tile, the small tile moves to the left pane and shows details about that Business Document in the right pane. The details include these items:

  • Id card
  • Properties tab
  • Impacted Business Unit tab

Small Tile

When viewing the tasks as tiles, you see the list pane with a small tile for each task and the details pane. The small tile includes this basic information:

  • Document name
  • Related projects
  • Revenue
  • Investment

ID Card

When you click a small tile, the ID card slides into view. The ID card includes these details:

  • Document name
  • Related projects
  • Proposed investment
  • Target launch date

To work with the Business Document, you can perform these actions:

  • Click Download to save the document to your computer
  • Click Open in 3DSpace to open the task in Collaboration and Approvals. For more information, see Documents. If you have the required access role, you can edit the document.

Business Document Properties

The Properties tab shows property details of the document. For more information, see Business Document Properties.

Impacted Business Unit

The Impacted Business Unit tab shows a table of business units added to the document as being impacted by that document. The table includes these columns:

  • Name
  • Description
  • Resource Managers

Saving a Snapshot

You can take a snapshot of the widget display and download it as a *.png file to your computer. To do so, follow these steps:

  1. Click Snapshot .
  2. Enter a name for the snapshot.
  3. Click Download. The app opens a file same dialog. Enter a name and select a directory for the snapshot, then click Save.

Printing the View

You can print the current view of the widget. To do so, follow these steps:

  1. Click Print .
  2. Select the required print options.
  3. Click Print.

Emailing the Charts

You can email a picture of the current view of the charts. To do so, follow these steps:

  1. Click Email .
  2. Enter an email address, edit the subject if you want, and enter a message.
  3. Click Send.