{"id":14620,"date":"2026-03-14T14:36:26","date_gmt":"2026-03-14T13:36:26","guid":{"rendered":"https:\/\/www.leaplytics.de\/?p=14620"},"modified":"2026-03-09T14:37:39","modified_gmt":"2026-03-09T13:37:39","slug":"jusu-projekta-portfela-zinojums-ir-atklats-katra-vadibas-sanaksme-un-neviens-tam-neuzticas","status":"publish","type":"post","link":"https:\/\/www.leaplytics.de\/lv\/jusu-projekta-portfela-zinojums-ir-atklats-katra-vadibas-sanaksme-un-neviens-tam-neuzticas\/","title":{"rendered":"J\u016bsu projekta portfe\u013ca atskaite ir atv\u0113rta katr\u0101 vad\u012bbas san\u0101ksm\u0113 - un neviens tai neuzticas"},"content":{"rendered":"<p>Ir pirmdienas r\u012bts. J\u016bs esat pavad\u012bjis liel\u0101ko da\u013cu piektdienas, v\u0101cot statusa atjaunin\u0101jumus no pieciem da\u017e\u0101diem projektu vad\u012bt\u0101jiem, saska\u0146ojot starpposma datumus trij\u0101s izkl\u0101jlap\u0101s un veidojot Power BI zi\u0146ojumu t\u0101, lai tas neb\u016btu apkaunojo\u0161s izpildkomitejas priek\u0161\u0101. Inform\u0101cijas panelis izskat\u0101s labi. Varb\u016bt pat labi. Un tom\u0113r - pirmais jaut\u0101jums san\u0101ksm\u0113 ir: \"Vai m\u0113s varam uztic\u0113ties \u0161iem skait\u013ciem?\".<\/p>\n<p>\u0160is jaut\u0101jums ir liel\u0101k\u0101s da\u013cas projektu portfe\u013ca atskai\u0161u sagatavo\u0161anas sist\u0113mu klusais neveiksmes c\u0113lonis. T\u0101 nav tehniska k\u013c\u016bda. Ne tr\u016bksto\u0161i dati. Tikai l\u0113na uztic\u012bbas erozija, kas padara j\u016bsu zi\u0146ojumu par s\u0101kumpunktu diskusij\u0101m, nevis par pamatu l\u0113mumu pie\u0146em\u0161anai.<\/p>\n<p>Ja tas izklaus\u0101s paz\u012bstami, probl\u0113ma gandr\u012bz noteikti nav Power BI. T\u0101 ir t\u0101, k\u0101 tiek struktur\u0113ti portfe\u013ca zi\u0146ojumi - un k\u0101p\u0113c parastie labojumi situ\u0101ciju pasliktina.<\/p>\n<h2>K\u0101p\u0113c projektu portfe\u013ca p\u0101rskatu snieg\u0161ana Power BI sist\u0113m\u0101 ir neveiksm\u012bga<\/h2>\n<p>Past\u0101v \u012bpa\u0161s nosac\u012bjumu kopums, kas Power BI portfe\u013ca paneli p\u0101rv\u0113r\u0161 par kaut ko, kas rada vair\u0101k jaut\u0101jumu nek\u0101 atbil\u017eu. Neviens no tiem nav ac\u012bmredzams no malas, un tas ir viens no iemesliem, k\u0101p\u0113c tie ir tik neatlaid\u012bgi.<\/p>\n<p><strong>1. Datu modelis ir veidots atsevi\u0161\u0137iem projektiem, nevis portfe\u013ciem.<\/strong> Liel\u0101k\u0101 da\u013ca Power BI ievie\u0161anu projektu vid\u0113s s\u0101kas ar viena projekta datiem - grafiku, bud\u017eetu, resursiem - un p\u0113c tam tiek papla\u0161in\u0101ta, lai aptvertu portfeli, uzkr\u0101jot vair\u0101k t\u0101du pa\u0161u datu. Rezult\u0101t\u0101 tiek izveidots p\u0101rskats, kas var pietiekami labi par\u0101d\u012bt atsevi\u0161\u0137a projekta statusu, bet sabr\u016bk, kad tiek m\u0113\u0123in\u0101ts atbild\u0113t uz portfe\u013ca l\u012bme\u0146a jaut\u0101jumiem: Kur\u0101m programm\u0101m draud 3. ceturk\u0161\u0146a saist\u012bbu neizpilde? Kur ir bud\u017eeta p\u0101rsnieg\u0161anas gad\u012bjumi vis\u0101 portfel\u012b? Pamatmodelis nekad nav bijis paredz\u0113ts, lai atbild\u0113tu uz \u0161iem jaut\u0101jumiem, un nek\u0101di jauni pas\u0101kumi nenov\u0113rs\u012bs struktur\u0101lo neatbilst\u012bbu.<\/p>\n<p><strong>2. Statusa dati tiek sa\u0146emti nekonsekventi, un kvalit\u0101tes probl\u0113ma nevienam nepieder.<\/strong> Portfe\u013ca p\u0101rskatu snieg\u0161ana ir atkar\u012bga no projektu vad\u012bt\u0101jiem, kas savlaic\u012bgi un god\u012bgi iesniedz statusa atjaunin\u0101jumus. Praks\u0113 da\u017ei tos iesniedz agri, da\u017ei v\u0113lu, da\u017ei iesniedz optimistiskus skait\u013cus, lai izvair\u012btos no eskal\u0101cijas. Power BI oblig\u0101ti zi\u0146o par visu, ko t\u0101 sa\u0146em. Rezult\u0101t\u0101 PMO k\u013c\u016bst atbild\u012bgs par zi\u0146ojumu, ko tas piln\u012bb\u0101 nekontrol\u0113ja, un vad\u012bba k\u013c\u016bst skeptiska pret skait\u013ciem, kas var atspogu\u013cot vai neatspogu\u013cot realit\u0101ti. T\u0101 nav cilv\u0113ku probl\u0113ma. T\u0101 ir procesa un p\u0101rvald\u012bbas probl\u0113ma, ko p\u0101r\u0146em zi\u0146o\u0161anas sl\u0101nis.<\/p>\n<p><strong>3. Zi\u0146ojums cen\u0161as kalpot p\u0101r\u0101k daudz\u0101m auditorij\u0101m vienlaic\u012bgi.<\/strong> Operat\u012bvo projektu vad\u012bt\u0101jiem ir nepiecie\u0161ama uzdevumu l\u012bme\u0146a detaliz\u0101cija. Programmu vad\u012bt\u0101jiem ir nepiecie\u0161ama atskaites punktu izseko\u0161ana. Vad\u012bbas komitejai ir nepiecie\u0161ams portfe\u013ca l\u012bme\u0146a RAG statuss un finansi\u0101l\u0101 ietekme. Ja viens Power BI p\u0101rskats m\u0113\u0123ina to visu izdar\u012bt - parasti ar pla\u0161u lapu un filtru kopumu -, tas galu gal\u0101 neko no t\u0101 nedara \u012bpa\u0161i labi. Vado\u0161\u0101 l\u012bme\u0146a lietot\u0101ji p\u0101rtrauc to apl\u016bkot, jo atrast vajadz\u012bgo aiz\u0146em p\u0101r\u0101k daudz laika. Projektu vad\u012bt\u0101ji to ignor\u0113, jo detaliz\u0101cija nav piem\u0113rota vi\u0146u darbam. Un PMO paliek zi\u0146ojums, ar kuru neviens nav piln\u012bb\u0101 apmierin\u0101ts.<\/p>\n<h2>Ko liel\u0101k\u0101 da\u013ca PMOs izm\u0113\u0123ina vispirms - un k\u0101p\u0113c tas nedarbojas<\/h2>\n<p>Ja portfe\u013ca inform\u0101cijas panelis nav piem\u0113rots, instinkts liek tam pievienot v\u0113l vair\u0101k. Vair\u0101k filtru. Vair\u0101k caurskat\u012b\u0161anas iesp\u0113ju. Kr\u0101sainas statusa kolonnas, kas kask\u0101des veid\u0101 izk\u0101rtojas tr\u012bs hierarhijas l\u012bme\u0146os. Nosac\u012bts format\u0113jums, kas visu izce\u013c sarkan\u0101 kr\u0101s\u0101, l\u012bdz nekas neizce\u013cas. Esmu redz\u0113jis p\u0101rskatus ar septi\u0146padsmit lap\u0101m, kurus vad\u012bt\u0101ji navig\u0113, l\u016bdzot PMO dal\u012bties ar savu ekr\u0101nu un klik\u0161\u0137in\u0101t vi\u0146iem.<\/p>\n<p>Otrs izplat\u012bts solis ir datu pl\u016bsmas p\u0101rb\u016bve. Jauna SharePoint strukt\u016bra. Jaunas Power Query transform\u0101cijas. Da\u017ereiz atbilsto\u0161a datu noliktava. Reiz\u0113m tas ir pareizs l\u0113mums - ta\u010du tas ir m\u0113ne\u0161iem ilgs projekts, kas nerisina, k\u0101p\u0113c eso\u0161ais p\u0101rskats nav uzticams. Var b\u016bt piln\u012bgi t\u012bri dati, no kuriem tiek sagatavots p\u0101rskats, kas tom\u0113r nesp\u0113j veicin\u0101t l\u0113mumu pie\u0146em\u0161anu.<\/p>\n<p>Past\u0101v ar\u012b modelis, ko ir v\u0113rts nosaukt: Power BI aizst\u0101\u0161ana ar specializ\u0113tu PPM r\u012bku, lai beig\u0101s tiktu gal\u0101 ar t\u0101m pa\u0161\u0101m zi\u0146o\u0161anas probl\u0113m\u0101m jaun\u0101 saskarn\u0113. Main\u0101s r\u012bks. Pamatjaut\u0101jumi par to, ko vad\u012bbai paties\u012bb\u0101 ir nepiecie\u0161ams redz\u0113t un k\u0101 dati pl\u016bst no projektiem uz portfeli - tie paliek neatrisin\u0101ti.<\/p>\n<p>God\u012bgi sakot, \u0161eit nav nek\u0101da \"zelta vidusce\u013ca\". Portfe\u013ca p\u0101rskatu snieg\u0161anas probl\u0113mas vienm\u0113r ir da\u013c\u0113ji datu, da\u013c\u0113ji procesa un da\u013c\u0113ji dizaina probl\u0113ma. Ikviens, kur\u0161 apgalvo pret\u0113jo, p\u0101r\u0101k vienk\u0101r\u0161o. Ta\u010du parasti vis\u0101tr\u0101k nov\u0113r\u0161 dizaina probl\u0113mu, un gandr\u012bz vienm\u0113r to risina k\u0101 p\u0113d\u0113jo.<\/p>\n<h2>Kas paties\u012bb\u0101 pal\u012bdz: Izstr\u0101d\u0101jiet l\u0113mumu, nevis datus<\/h2>\n<p>Lietder\u012bg\u0101k ir s\u0101kt ar koordin\u0101cijas komitejas aktu\u0101lajiem jaut\u0101jumiem - tr\u012bs vai \u010detras lietas, par kur\u0101m vi\u0146iem ir j\u0101aiziet no san\u0101ksmes, pie\u0146emot l\u0113mumu, - un no tiem s\u0101kt izstr\u0101d\u0101t atpaka\u013c. Nevis \"k\u0101di dati mums ir\", bet \"kas portfe\u013ca \u012bpa\u0161niekam ir j\u0101redz, lai pie\u0146emtu l\u0113mumu par atlikto programmu?\".<\/p>\n<p>Praks\u0113 tas parasti noz\u012bm\u0113 stingru no\u0161\u0137\u012brumu starp izpildvaras skat\u012bjumu un operat\u012bvo skat\u012bjumu. Vado\u0161ajam l\u012bmenim ir nepiecie\u0161ams portfe\u013ca l\u012bme\u0146a apkopojums: visp\u0101r\u0113j\u0101 grafika st\u0101voklis, bud\u017eeta ietekme pa programm\u0101m, skaidrs sign\u0101ls par to, kuri projekti ir eskal\u0101cijas kandid\u0101ti. Tam j\u0101b\u016bt nolas\u0101mam maz\u0101k nek\u0101 div\u0101s min\u016bt\u0113s, neko nespie\u017eot. Operat\u012bvaj\u0101 sl\u0101n\u012b - taj\u0101, ko projektu vad\u012bt\u0101ji un programmu vad\u012bt\u0101ji faktiski izmanto - var b\u016bt detaliz\u0113ti dati. T\u0101s ir divas da\u017e\u0101das auditorijas ar at\u0161\u0137ir\u012bg\u0101m vajadz\u012bb\u0101m, un, m\u0113\u0123inot vien\u0101 p\u0101rskat\u0101 apkalpot abas, liel\u0101k\u0101 da\u013ca Power BI portfe\u013ca inform\u0101cijas pane\u013cu k\u013c\u016bd\u0101s.<\/p>\n<p>Vizualiz\u0101cijas izv\u0113lei ir liel\u0101ka noz\u012bme, nek\u0101 to apzin\u0101s vairums PMO. Luksofora statuss, kur\u0101 nav redzama tendence - vai projekts tikko k\u013cuvis dzeltens vai ir bijis dzeltens se\u0161as ned\u0113\u013cas - ir maz\u0101k noder\u012bgs, nek\u0101 izskat\u0101s. Ganta stila atskaites punktu p\u0101rskats, kas par\u0101da grafika novirzes vis\u0101 portfel\u012b, sniedz inform\u0101ciju, ko nevar sniegt datumu tabula. Vizu\u0101l\u0101 risin\u0101juma izv\u0113le nav dekorat\u012bva; t\u0101 ir at\u0161\u0137ir\u012bba starp zi\u0146ojumu, kas rosina pie\u0146emt l\u0113mumu, un zi\u0146ojumu, kas rosina uzdot jaut\u0101jumu.<\/p>\n<p>Tie\u0161i \u0161aj\u0101 jom\u0101 \u012bpa\u0161i izveidotie Power BI vizu\u0101lie risin\u0101jumi projektu vad\u012bbas kontekstam ir \u013coti noder\u012bgi. LeapLytics \u012bpa\u0161i \u0161im nol\u016bkam veido sertific\u0113tus piel\u0101gotus vizu\u0101lus, piem\u0113ram. <a href=\"https:\/\/www.leaplytics.de\/lv\/ganta-diagramma-microsoft-power-bi\/\">Ganta diagrammas vizualiz\u0101cija<\/a> un luksofora indikatoriem, kas izstr\u0101d\u0101ti portfe\u013ca zi\u0146o\u0161anai, nevis p\u0101r\u0146emti no visp\u0101r\u012bgiem BI lietojuma gad\u012bjumiem. Tie neatrisina datu mode\u013ca probl\u0113mu vai p\u0101rvald\u012bbas probl\u0113mu, bet, ja strukt\u016bra ir pareiza, tie padara rezult\u0101tus iev\u0113rojami saprotam\u0101kus cilv\u0113kiem, kuriem tas ir vissvar\u012bg\u0101k.<\/p>\n<h2>Pirms un p\u0113c: Kas main\u0101s, kad portfe\u013ca zi\u0146o\u0161ana patie\u0161\u0101m darbojas<\/h2>\n<p>Vid\u0113ja lieluma infrastrukt\u016bras PMO - aptuveni 40 akt\u012bvi projekti \u010detr\u0101s programm\u0101s - non\u0101ca l\u012bdz situ\u0101cijai, kad ikm\u0113ne\u0161a portfe\u013ca p\u0101rskat\u012b\u0161ana aiz\u0146\u0113ma tr\u012bs stundas, nevis devi\u0146desmit min\u016btes, galvenok\u0101rt t\u0101p\u0113c, ka katrs zi\u0146otais statuss izrais\u012bja papildu diskusiju par to, vai skait\u013ci ir aktu\u0101li. Projektu vad\u012bt\u0101ji jaun\u0101ko inform\u0101ciju sniedza pa e-pastu. PMO manu\u0101li atjaunin\u0101ja galveno Excel failu. Power BI nolas\u012bja datus no \u0161\u012b faila. \u0160\u012b \u0137\u0113de rad\u012bja vismaz ned\u0113\u013cas nob\u012bdi starp realit\u0101ti un zi\u0146ojumu.<\/p>\n<p>P\u0101rveido\u0161anai bija tr\u012bs da\u013cas: standartiz\u0113ts statusa iesnieg\u0161anas process ar fiks\u0113tu piektdienas beigu datumu, ko Power BI nolasa tie\u0161i, skaidri nodal\u012bts izpildvaras vienas lapas (portfe\u013ca RAG, pieci galvenie riski, bud\u017eeta novirze pa programm\u0101m) un programmas l\u012bme\u0146a operat\u012bvais skats, k\u0101 ar\u012b aizst\u0101ta visp\u0101r\u0113j\u0101 stacked bar diagramma ar atbilsto\u0161u atskaites grafika grafiku, kas uzreiz par\u0101da grafika novirzi.<\/p>\n<p>Vad\u012bbas san\u0101ksmes laiks samazin\u0101j\u0101s no trim stund\u0101m l\u012bdz septi\u0146desmit min\u016bt\u0113m. V\u0113l svar\u012bg\u0101k, s\u0101kumjaut\u0101jums vairs nebija \"vai m\u0113s varam tam uztic\u0113ties?\", bet \"ko m\u0113s dar\u0101m ar programmu B?\". \u0160\u012b p\u0101reja - no datu apstiprin\u0101\u0161anas uz l\u0113mumu pie\u0146em\u0161anu - ir patiesais m\u0113r\u0137is. Viss p\u0101r\u0113jais ir infrastrukt\u016bra.<\/p>\n<p>Saska\u0146\u0101 ar <a href=\"https:\/\/www.pmi.org\/learning\/library\/pmo-value-ring-9464\" target=\"_blank\" rel=\"noopener\">PMI p\u0113t\u012bjums par PMO efektivit\u0101ti<\/a>, organiz\u0101cijas ar pilnveidotiem portfe\u013ca zi\u0146o\u0161anas procesiem iev\u0113rojami vair\u0101k projektu pabeidz laik\u0101 un bud\u017eeta ietvaros. Tas nav saist\u012bts ar pa\u0161u zi\u0146o\u0161anu, bet slikta zi\u0146o\u0161ana akt\u012bvi sl\u0113pj sign\u0101lus, kas \u013cautu iejaukties savlaic\u012bg\u0101k.<\/p>\n<h2>Ar ko s\u0101kt<\/h2>\n<p>Ja j\u016bsu portfe\u013ca zi\u0146ojums rada vair\u0101k deba\u0161u san\u0101ksm\u0113s nek\u0101 vad\u012bbas l\u0113mumu, vis\u0101tr\u0101k\u0101 diagnostika ir uzdot jaut\u0101jumu: ko izpildkomiteja faktiski nolemj, pamatojoties uz \u0161o zi\u0146ojumu? Ja god\u012bga atbilde ir \"maz\", zi\u0146ojums nepilda savu uzdevumu - neatkar\u012bgi no t\u0101, cik tehniski stabils ir Power BI pamatapr\u012bkojums.<\/p>\n<p>S\u0101ciet tur. Defin\u0113jiet tr\u012bs l\u0113mumus, kas koordin\u0101cijas komitejai j\u0101pie\u0146em katru m\u0113nesi. Veidojiet atpaka\u013c. Tad uztraucieties par vizu\u0101lo noform\u0113jumu.<\/p>\n<p>Ja tas jau ir pag\u0101jis un v\u0101j\u0101 vieta ir pats Power BI sl\u0101nis, tad <a href=\"https:\/\/www.leaplytics.de\/lv\/power-bi-apps-vizualie-risinajumi\/\">LeapLytics vizu\u0101l\u0101 bibliot\u0113ka<\/a> ir v\u0113rts apskat\u012bt - t\u0101 ir \u012bpa\u0161i izstr\u0101d\u0101ta projektu vad\u012bbas p\u0101rskatu snieg\u0161anai, sertific\u0113ta Microsoft un pieejama izm\u0113\u0123in\u0101\u0161anai. <a href=\"https:\/\/www.leaplytics.de\/lv\/izmeginajuma\/\">S\u0101ciet bezmaksas izm\u0113\u0123in\u0101juma versiju \u0161eit<\/a> un p\u0101rbaudiet tos, sal\u012bdzinot ar faktiskajiem portfe\u013ca datiem.<\/p>","protected":false},"excerpt":{"rendered":"<p>Ir pirmdienas r\u012bts. J\u016bs esat pavad\u012bjis liel\u0101ko da\u013cu piektdienas, v\u0101cot statusa atjaunin\u0101jumus no pieciem da\u017e\u0101diem projektu vad\u012bt\u0101jiem, saska\u0146ojot starpposma datumus trij\u0101s izkl\u0101jlap\u0101s un veidojot Power BI zi\u0146ojumu t\u0101, lai tas neb\u016btu apkaunojo\u0161s izpildkomitejas priek\u0161\u0101. Inform\u0101cijas panelis izskat\u0101s labi. Varb\u016bt pat labi. Un tom\u0113r - pirmais jaut\u0101jums... <\/p>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-14620","post","type-post","status-publish","format-standard","hentry","category-news","latest_post"],"_links":{"self":[{"href":"https:\/\/www.leaplytics.de\/lv\/wp-json\/wp\/v2\/posts\/14620","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.leaplytics.de\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.leaplytics.de\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.leaplytics.de\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.leaplytics.de\/lv\/wp-json\/wp\/v2\/comments?post=14620"}],"version-history":[{"count":2,"href":"https:\/\/www.leaplytics.de\/lv\/wp-json\/wp\/v2\/posts\/14620\/revisions"}],"predecessor-version":[{"id":14622,"href":"https:\/\/www.leaplytics.de\/lv\/wp-json\/wp\/v2\/posts\/14620\/revisions\/14622"}],"wp:attachment":[{"href":"https:\/\/www.leaplytics.de\/lv\/wp-json\/wp\/v2\/media?parent=14620"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.leaplytics.de\/lv\/wp-json\/wp\/v2\/categories?post=14620"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.leaplytics.de\/lv\/wp-json\/wp\/v2\/tags?post=14620"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}