Key Task and Milestone Status

The Key Task and Milestone Status report displays the task or milestone status, percent complete, and schedule percent indicators. You can group the report data by project or project manager. You can also control the work breakdown structure (WBS) levels that appear. The start date schedule and finish date schedule pie charts display the number of tasks and milestones with each schedule percent indicator color.
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The Key Task and Milestone Status report displays the task or milestone status, percent complete, and schedule percent indicators. You can group the report data by project or project manager. You can also control the work breakdown structure (WBS) levels that appear. The start date schedule and finish date schedule pie charts display the number of tasks and milestones with each schedule percent indicator color.
The following image displays the Key Task and Milestone Status report with task or milestone status, percent complete, and schedule percent indicators by project.
Image displaying the Key Task and Milestone Status report with task or milestone status, percent complete and schedule percent indicators, by project.
Report Prerequisites
Verify that you have completed the following prerequisites before you run this report:
  • Run the
    Load Data Warehouse
    and
    Load Data Warehouse Access Rights
    jobs before you run this report. If the Data Warehouse is not populated, the report displays a message that there are no matching records. Also, most of the report parameters do not display options.
  • To appear in the report, the project requires at least one task or milestone.
Report Properties
The following values list the report properties
:
Name
: Key Task and Milestone Status
Resource ID
: CSK_PRJ_KeyTaskMilestoneStatus
Description
: Project Management (PMO Accelerator)
Folder
: CA PPM/Reports/Project Management/Key Task and Milestone Status
Path
: /ca_ppm/reports/project_management/CSK_PRJ_KeyTaskMilestoneStatus
Data Source
: CA PPM Data Warehouse Bean Data Source
Report Parameter Options
The following table lists the report parameter options.
Prompt Text
Parameter Name
Type
Input Control Name
Input Control Resource ID
Mandatory
Default Value
Project OBS Type
projectOBSTypeKey_1
Single-select
query
Project OBS Type
projectOBSTypeKey_1
No
Project OBS Unit
projectOBSUnitKey_1
Single-select
query
Project OBS Unit
projectOBSUnitKey_1
No
Project Manager
projectManagerKey_1
Multiple-select
query
Project Manager
projectManagerKey_1
No
Project
projectKey_1
Multiple-select
query
Project
projectKey_1
No
Project Status
projectStatusKey_1
Multiple-select
query
Project Status
projectStatusKey_1
No
WBS Type
wbsTypeKey_1
Multiple-select
query
WBS Type
wbsTypeKey_1
Yes
Key Tasks and Milestones
Group By
groupProjectManager
Single-select
list of values
Group By
groupProjectManager
Yes
Project Manager
Show Late Tasks Only?
showLateTasksOnly
Boolean
Show Late Tasks Only?
showLateTasksOnly
No
Unchecked
Include Completed Tasks?
includeCompletedTasks
Boolean
Include Completed Tasks?
includeCompletedTasks
No
Unchecked
Include Inactive Projects?
includeInactiveProjects
Boolean
Include Inactive Projects?
includeInactiveProjects
No
Unchecked
Show Graphs?
showGraphs
Boolean
Show Graphs?
showGraphs
No
Checked
Database Schema
dwhDBSchema
Hidden
Not applicable
Yes
Passed through
Clarity PPM
UI Theme
ppmUserUITheme
Hidden
Not applicable
Yes
Passed though 
Clarity PPM
Language
ppmUserLanguage
Hidden
Not applicable
Yes
Passed through 
Clarity PPM
User ID
ppmUser
Hidden
Not applicable
Yes
Passed through 
Clarity PPM
Parameter Lookup Values
WBS Type
: Full WBS, Key Tasks and Milestones, Milestones Only, Phases Only
Group By
: No Grouping, Project Manager
Parameter Explanations
The following list describes the parameters:
  • The Project OBS Type is a cascading parameter and determines which units are listed in the Project OBS Unit parameter. This parameter is not used to control which projects display in the report.
  • The Project OBS Unit parameter displays values that are based on the Project OBS Type selected. When you select an OBS unit in this parameter, the report displays the projects that are attached to the OBS unit and its descendants.
  • The report has a WBS Type parameter that allows you to control how much of the WBS you display in the report. The WBS Type parameter works as follows:
    • Full WBS
      . Summary tasks, detail tasks, and milestones display. Summary tasks are tasks that have at least one child task in the WBS. Detail tasks do not have any child tasks. Milestones are WBS elements that have the milestone field selected and zero duration. Their start and finish dates are the same. 
    • Key Tasks and Milestones
      . Key tasks and milestones display. Summary tasks, detail tasks and milestones must have the key task field selected to display in the report.
    • Milestones Only
      . Milestones are WBS elements that have the milestone field selected and zero duration. Their start and finish dates are the same. 
    • Phases Only
      . Summary tasks at the top level of the WBS display. Summary tasks are tasks which have at least one child task in the WBS.
  • The report has a Group By parameter that allows you to control how the report is grouped. The following group options are available:
    • No Grouping
      . This option does not group projects so select this value if you do not want to group the report.
    • Project Manager
      . This option groups the projects by project manager.
  • The Show Late Tasks Only parameter allows you to control which tasks and milestones display in the report. If the parameter is checked, the report includes only tasks and milestones that are scheduled to finish late. The finish schedule percent indicator for these tasks and milestones is yellow or red.
  • There is an Include Completed Tasks parameter that allows you to control which tasks and milestones display in the report. If the parameter is checked, the report includes tasks and milestones with all statuses, including 'Completed'. If the parameter is not checked, then it only includes tasks and milestones with a status of 'Not Started' and 'Started'.
  • The Show Graphs parameter controls whether the start and finish date schedule charts display on the report. If the parameter is checked, when no grouping option is selected the charts display on the first page of the report. If the parameter is checked and the report is grouped by project manager, the charts display at the top of each project manager section in the report. If the parameter is not checked, the charts do not display.
  • The project statuses are displayed based on the existing project statuses in the environment such as test, dev, or prod. For example, if there are projects with only Approved status, then only the Approved project status displays.
Report Fields and Calculations
The report displays the project name, task, or milestone name, type (phase, task, milestone), task, or milestone status, % complete, baselined (checkmark if the task or milestone has a baseline), start date, start days late, start schedule % indicator, finish date, finish days late, and finish schedule % indicator. Completed tasks are excluded by default. Completed tasks are included if the Include Completed Tasks parameter is checked. Programs and templates are excluded.
When the show graphs parameter is checked, the report also includes two pie charts. The two pie charts show the start and finish date schedule percent indicator distribution, according to the group by option that is selected when running the report. The amounts in the charts are a summary of all tasks and milestones meeting the parameter criteria of the report. This report contains the following calculations:
  • Start/Finish Days Late:
    Displays the number of days late considering the following items:
    • Whether a baseline exists
    • Task or milestone status
      If a baseline exists, then Days Late is calculated as task or milestone start/finish date minus baseline start/finish date. A positive number indicates that the task or milestone is late according to the baseline. A negative number indicates that it is early according to the baseline.
      If a baseline exists and the task or milestone start/finish date is the same as the baseline start/finish date, then the task or milestone is considered late if it is not completed and it was due before today. In this case, Days Late is calculated as today date minus task or milestone start/finish date.
      If there is no baseline, then days late is calculated if the task or milestone is not completed and it was due before today date. In this case, days late is calculated as today minus task or milestone start/finish date. Schedule stoplight color is determined as follows:
      • Green= On Schedule (<= 0)
      • Yellow= Between 1 and 10 Days Late (>0 and <=10)
      • Red= More Than 10 Days Late (>10)
  • Start/Finish Schedule %
    Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task or milestone has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task or milestone is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation. The task or milestone calculation includes the task or milestone status and baseline (if a baseline exists). The color of the stoplight indicates whether the task or milestone is on schedule or late:
    • Green= On Schedule <= 0
    • Yellow= Between 1 and 10 % Late > 0 and <= 10
    • Red= More Than 10 % Late > 10
Report Security
Security is determined by project view rights.