Impact Type Proportions – Per Portfolio
What it answers:
Which portfolios deliver the most diverse and disruptive forms of change?
Why it helps:
- Spot “hidden complexity” in programs
- Compare change mix across portfolios
- Inform portfolio governance and resourcing
What’s different from native reporting?
ChangePlan lets you filter by portfolio, but this view:
- Shows all portfolios side by side
- Exposes the mix of impact types in each one
- Is ideal for PMO dashboards and executive steering packs
How it looks:
Another stacked percentage chart, but now each bar is a portfolio (Digital Transformation, HRIS, Compliance). You can instantly see that Digital Transformation is 60% systems while HRIS is more evenly balanced.
How to build it:
- Export Heatmap data
- Insert Pivot Table:
- Rows: TYPE
- Columns: PORTFOLIO
- Values: WEIGHTING (Sum)
- Select range >
Insert > 100% Stacked Column
- Switch row/column if needed