Add or Update Project Fields

Overview

Decision Lens offers a variety of field types for Projects to help classify data. Fields can fall inside or outside of the Decision Lens VCRB Framework which helps with features such as Bottleneck Analysis, Strategy Navigator, and visualizations on the My Plans Page. Project Fields can be added manually or imported by Portfolio Owners.  

Add or Edit Fields Manually 

To add new fields: from the Projects Page, select the “…” icon and “Add Field”. Give your field a name and optional description and select the data type.  

To update existing fields: from the Projects Page, select the dropdown arrow from a column heading and select Edit Field.  

  • Numeric: Field can only contain numeric data. 
  • Category: Category fields enable single selections from a group of options. 
  • Text: Field can contain any text or numeric data. 
  • Cost: Cost fields will automatically create a Budget field within the Portfolio. 
  • Group Rating (AHP): This field type can be used to import data from your AHP exercise. The Analytic Hierarchy Process (AHP) is an in-depth collaborative decision-making methodology.  

Mapping to a Dimension 

After selecting a Data Type, select if the field should be mapped to a dimension (if applicable). If it shouldn’t, select “No”.  

Why map a field to a dimension?  

  • Map fields to Value to assist with Project Scoring and to use the Score Page. These fields have additional options to help establish the scoring framework for the field. These are things you want to do better on. Examples include Revenue, Mission Readiness, Net Present Value, Miles of roadway in good repair, et cetera. 
  • Map fields to Risk for further analysis in Strategy Navigator and to understand Risk composition on the My Plans page. These are fields where you want to know how certain you are that the project will do what it claims. Typically thinking in terms of the certainty of staying within budget and deadlines while bringing about the value it claimed it would. 
  • Map fields to Balance for further analysis in Strategy Navigator and to understand funding of projects within a category to see if they are balanced. These are fields where you might want to see a break down by category to see if your plan is balanced across all options.  
  • Map fields to Cost if they are considered a resource for the portfolio. These are things that you are constrained on. You have a limited amount of resources, and each project uses those up, so you cannot possibly do everything. Examples are Pools of Money, HR. 
  • Select No if the field does should not be included in analysis for Scoring, Strategy Navigator or Bottleneck Analysis. 

Once you select a dimension, follow the steps/options for the field you are creating and select Add or Update Field.  

  • Numeric Value or Risk Fields:  
    • Set minimum and maximum values to help determine what favorable or less favorable data points are for the field. 
    • Set if calculation totals should be displayed as a sum or average. This factors into visualizations on the My Plans page.  
    • Set the display settings. Settings include if data should display as a number or currency, the decimal precision, and how negative numbers should display.  

  • Category Value or Risk Fields:  
    • Set Category Type as Text or 0-5 Stars. The text type enables you to customize options for selection.  Up to 1,000 options can be added. Use 0-5 stars to select from a pre-populated list of 0-5 stars. This can be helpful for a quick way to score/assess a project. 

  • Category Balance or Other Fields:  
    • Customize the category options for the field. Options can be added manually or pasted in.  
    • Display Order: Set the order that the options will display in the dropdown. Default order is the order they display in the Add/Edit Field modal. Alphabetical order displays options from A-Z in the dropdown.  

  • Cost Fields:  
    • Set the display settings. Settings include if data should display as a number or currency, the decimal precision, and how negative numbers should display. Settings apply across all cost fields.