Budgeting: Portfolio Epic (Project) Proposed Budget and Actuals Views 3.0.0 | Targetprocess - Enterprise Agility Solution
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Budgeting: Portfolio Epic (Project) Proposed Budget and Actuals Views 3.0.0

Requires the following solutions to be installed: Budgeting: Structure (7f7b1fec-480b-4011-9b4c-262cbc20303a) Budgeting: Automation Rules (a04a5dce-362f-499e-b168-1bf4621b53de) Budgeting: Metrics (877ad475-d0bc-4509-af72-11b5a6934895) Budgeting: Connection to Portfolio Epic (Project) (bda287bd-b86b-40cc-9a2d-4da2026bbf43) It can be extended by the following solution (if you prefer Proposed Budget to be

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USER STORIES:

Requires the following solutions to be installed:

  • Budgeting: Structure (7f7b1fec-480b-4011-9b4c-262cbc20303a)
  • Budgeting: Automation Rules (a04a5dce-362f-499e-b168-1bf4621b53de)
  • Budgeting: Metrics (877ad475-d0bc-4509-af72-11b5a6934895)
  • Budgeting: Connection to Portfolio Epic (Project) (bda287bd-b86b-40cc-9a2d-4da2026bbf43)

It can be extended by the following solution (if you prefer Proposed Budget to be calculated automatically):

  • Proposed Budget based on Work Allocations (b82de5e7-4b6e-48b0-aa7c-c533d423711a)
  • Proposed Budget based on Headcount (22c6f9f4-9d5e-49d3-b9cc-c3bc025d245b)
  • Budgeting: Proposed Budget Manual Entry (85007fc5-c6ca-40d6-8420-6eb5a10fc052)

It shouldn't be used together with the following solution:

  • Budgeting: Portfolio Epic (Project) Funding Views (448b04d0-59ed-4e7b-9fc5-11a5796d020d)

The following diagram represents a visualization of these requirements:

Targetprocess Image

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The solution enables the views to track Portfolio Epic's Proposed Budget and Actuals. It's needed when you need to see what budget is required for Portfolio Epic to implement work allocated to them (through Work Allocations) and track Actuals spent over time, based on Costs and Expenses connected to a Portfolio Epic.

The solution adds Portfolio Epic Proposed Budget and Actuals folder with the Portfolio Epic Financials dashboard and the respective views. Here you can see the details about Proposed Labor and Non-Labor Budgets and Labor and Non-Labor Actuals over time.

Targetprocess Image
Targetprocess Image

The filters on a dashboard allow you to quickly focus on specific Year Budgets and see one, several, or all of the Portfolio Epic's information.

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Version 3.0

Integrations

See how Targetprocess aligns and empowers business and IT with the help of powerful integrations.

Targetprocess facilitates enterprise agility at all levels by enabling both Business and IT to work in one holistic solution. To help ensure value flow visibility and collaboration across the entire enterprise, Targetprocess allows a powerful set of integrations covering use cases for different levels and roles within organization.

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For Transparency above the Team Level 
 
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Azure DevOps
Azure DevOps
Add Targetprocess on top of the team level tool: get visibility on Product and Portfolio level.
Atlassian Jira Software
Atlassian Jira Software
Ensure free data flow from Jira to Targetprocess for greater visibility for all team members.

For Continuous Integration and Continuous Delivery 
 
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Azure DevOps
Azure DevOps
Automatically associate branches and pull requests with Targetprocess entities
GitLab
GitLab
Automatically link branches and merge requests to Targetprocess entities.
GitHub
GitHub
Automatically associate branches and pull requests with Targetprocess entities.
Phabricator
Phabricator
Link code revisions with any Targetprocess entity.
Bitbucket
Bitbucket
Automatically associate branches and pull requests with Targetprocess entities.
Jenkins
Jenkins
Connect Targetprocess entities with work items, reflect issues back as Bugs or User Stories.

For Product Management, ITSM, Sales and Marketing to Stay on the Same Page 
 
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Miro
Miro
Centralize unstructured communication on Miro’s online whiteboard inside Targetprocess.
Microsoft Project Server
Microsoft Project Server
Provide visibility into high-level goals and details about implementation for all teams.
Salesforce
Salesforce
Synchronize customer service, sales, the PM office, and development teams.
Zendesk
Zendesk
Allow all team members to collaborate on shared artifacts from customer service tickets.
ServiceNow
ServiceNow
Collaborate on shared work items, consolidate reporting across the entire organization.