Benchmarking Reports View

Use this view to create your report, customize the acceptance criteria and benchmark reports, and compare projects.

This grid displays the report you are working on. After creating a new report, different tabs will appear. You can begin customizing your report using the fields in these tabs.

Benchmarking Reports Detail View

Field Description
Enter Report Name Enter your preferred report name in this field.
Description Enter your report description in this field.
Save Click this to save your report name and description.
Cancel Click this to cancel the new report.

Data Tab

Field Description
Field This column contains the project-related fields that you will find in the Projects hub.
Select Values This column allows you to select specific values for each field.

Click Values to display the popup dialog box which contains the values specific to the field. Select the checkbox of the value you want to include in the report. Alternatively, clear the checkbox of the value you do not want included in the report.

+ Add Row Click this to add a new row to the grid.

Scoring Tab

Field Description
Template This column contains the acceptance criteria templates.

When you click on an existing value, a drop-down menu will display. You can change the existing value by selecting another value from the options.

+ Add Row Click this to add a new row to the grid.

Benchmark Attributes Tab

Field Description
Name This is the name of an available benchmark attribute for the projects selected for the report.
Include Select or clear the checkbox on top of the Include column to select-all or clear-all benchmark attributes.

If you want to keep or remove a specific benchmark attribute, navigate to that attribute's checkbox.

On All Programs This is a calculated value and indicates if the benchmark attribute is associated with all of the projects selected for the report.
Range This is the range of values for the benchmark attribute for reference.

Target Scores

Field Description
Progress This row displays the percentage periods of the project, ranging from 10% to 100%.
Score This row displays the project score for each corresponding percentage period.

Click on a project score to change the value. You can enter any value from 0 to 100.

Access Control Tab

Note: The Access Control tabis only accessible for editing by the project owner, someone who has the OWNER_DELEGATE role on the reporting record, and members of the SYSADMIN group.
Field Description
Owner This field displays the name of the project owner.
User This column displays an alphabetical list of Touchstone users. Submitters are not included in this list.
Group This column displays all the groups listed in EPM SA. These groups are sorted by their description.
Role This column displays all the roles listed in EPM SA. These roles are sorted by their description.

Touchstone will display the default role specified in EPM SA when you do not specify one for the user or group.

Read Only This checkbox determines who has read-only access to the report.