Welcome to the Portfolios Innovations Reporting. It is mainly focused on the portfolio manager and program manager roles as well as the project manager role as it pulls all the organizational challenges and the ideas that are recorded for each and highlights what is most important.

Important: If you are not familiar with Power BI, we recommend you review the Power BI Fundamentals lesson. It will provide you with a working knowledge of the Insights report.

Here is a summary on the purpose of each page, experience the various filtering options, and understanding of how to make this report work best for you.

• There are two (2) separate pages in this report. Each page can be accessed directly by selecting the tab at the bottom of the screen and contains a variety of ways to slice, dice and focus the data.

• Also, each page has an info icon in the header, so any time you need real-time help, click on it to open a pop-up info pane containing a basic description of the report page you are on.

• Challenge dashboard page contains three visuals.  These visuals are useful to analyze the challenges for the organization.  You can see how they stack up against each other, see what themes they are associated with, and which departments own the organizational challenges.  The challenge table shows key information about each challenge and provides a way to link back to the challenge in Portfolio IQ for further review and maintenance.

Tip: You can also drill through to the Ideas page from any challenge.  When accessing the Ideas page through this method, it will be pre-filtered for that specific challenge.  Accessing the ideas page through the tab, will show all ideas that have been entered. 

• Ideas page presents a funnel which is representative of the impact of the ideas, a matrix that plots the ideas by their risk score and effort score color coded by their investment category, and a table of ideas that shows key data for at-a-glance analysis. 

As you can see, the Innovations report pulls the organization challenges and ideas together to assist with efficient analysis on which ideas should move forward to become a proposal and then potentially a project in support of the organization’s business objectives.

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}