TBM Dashboard (v104 and later)

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◆ Applies to: Planning and Costing Standard on TBM Studio 12.3 and later, with Template v104 and later

Use case

  • Review and manage labor spend and resources
  • Gain an overview of your organization's budget health and labor spend

The TBM Dashboard provides an executive view of your organization's overall OpEx and CapEx budget variance and overall spend. Each section of the dashboard provides a summary of your major spend for IT Financials and Labor across your organization. Use this report to perform the periodic financial reviews that are essential for effectively managing IT spend and financial targets.

This report is designed for the following roles:

  • Office of the CIO
  • Application leaders
  • Project managers

Display the report

  1. Log in to Apptio and navigate to Planning > Costing Standard.

  2. On the Home page, click TBM Overview.

    The TBM Dashboard report opens.

The report contains the following elements.

IT Financials and Labor

(1) IT Financials KPIs

  • OpEx YTD - This KPI shows your operating expenses (OpEx) YTD and the percentage over or under the OpEx budget. The planned budget for operating expenses is shown as OpEx Budget YTD.
  • CapEx YTD - This KPI shows your capital (long-term) expenses (CapEx) YTD and the percentage over or under the CapEx budget. The planned budget for capital expenses is shown as CapEx Budget YTD.
  • % OpEx Variable YTD and % OpEx Fixed YTD - These KPIs help you determine the agility of your IT spend by looking at the balance of fixed versus variable spending for the current fiscal period and the previous period.

(2) Charts

  • OpEx Budget Variance YTD by IT Owner - This chart displays the OpEx variance per cost center (IT) owner. Use this information to understand over- or under-spending and identify the cost centers with the greatest variance or exception to plan.
  • Trend - The trend chart displays the OpEx variance per cost center (IT) owner over time.
  • OpEx Budget Variance YTD by Cost Pool - This chart displays the OpEx variance per cost pool. Use this information to understand over- or under-spending and identify the cost pools with the greatest variance or exception to plan.
  • Trend - The trend chart displays the OpEx variance per cost pool over time.

(3) Labor KPIs

  • Labor Spend YTD - This KPI shows your labor spending YTD. Labor as % of Total IT Spend shows the percentage of total IT spending identified as Labor.
  • Headcount - This KPI shows your current number of full-time employees for the current year and the previous period.
  • % Internal and % External - These KPIs show the balance of internal full-time labor versus external contract labor for the current fiscal period and the previous period.

(4) Charts

  • Labor Spend and Headcount - These charts show the relationship between internal and external labor spending versus internal and external headcount for the current period.
  • Trend - The trend charts display labor spending and headcount over time.

Other report elements include:

Projects

(1) Project KPIs

  • Project Spend YTD - This KPI shows your total project spend year to data, calculating OpEX and CapEX metrics.
  • CTB - The CTB (Change the Business) KPI is related to your CapEx costs.
  • RTD - The RTB (Run The Business) KPI is related to your OpEX costs.

  • #of Projects at Risk - This KPI shows the number of your at risk projects and spend attributed to them. The sub-KPI shows the number of projects over budget.

(2) Charts

  • Project Spend by Business Initiative YTD - These charts display the names of the projects and the highest cost projects, both the Capex and Opex related.

  • Trend - The trend charts display the project spend by business initiative over time.

Applications

(1) Applications KPIs

  • % App Run YTD - Application run (App Run) KPI includes the OpEx daily activity and the amortization of software and application-related projects.
  • % App Dev YTD - Application development (App Dev) KPI shows the project investment - what is being done to enhance your applications and enable business capabilities.
  • App Run on Customer Facing Apps YTD - This KPI includes the OpEx daily activity and the amortization of software on your customer-related projects.

(2) Charts

  • Top Application Costs by Application Family - These charts show the relationship between App Run investment versus App Dev investment for the current period.
  • Trend - The trend charts display the BU spend over time.

Business Units

(1) Business Units KPIs

The first two KPIs are populated if you have Benchmarking.

  • Actual IT spend as % of Org Revenue - This KPI shows your organizational revenue at a certain time.
  • Actual IT Spend as % of Org OpEx - This KPI shows your organizational OpEx at a certain time.
  • BU Investment YTD - This KPI shows your Business Unit investment in detail.
  • BU Run Cost YTD - This KPIs shows your Business Unit spend in detail.

(2) Charts

  • BU Spend YTD - These charts show the relationship between various Business Units for the current period.
  • Trend - The trend charts display the cost of the applications over time.

Infrastructure

The infrastructure costs are based on the IT Resource Tower costs filtered for Data Center, Compute, Storage and Network. Communications is also included for ATUM v1 configurations

(1) Infrastructure KPIs

  • Compute YTD - This KPI shows your overall spend on compute YTD.
  • Storage YTD - This KPI shows your overall spend on storage YTD.
  • Network YTD - This KPI shows your overall spend on network YTD.

(2) Charts

  • OpEx by IT Tower - These charts show IT Resource Tower costs filtered for Data Center, Compute, Storage, and Network.
  • Trend - The trend charts display the infra costs over time.

Services

(1) Services KPIs

  • End User Service OpEx YTD - This KPI displays your spend on the end user services.
  • Business Service OpEx YTD - This KPI displays your spend on the business services.
  • Technology Service OpEx YTD - This KPI displays your spend on the technology-related services such as cloud services.

(2) Charts

  • Service Expenditures by Service Type - These charts show you different service types.
  • Trend - The trend charts display the service spend trend over time.