Investment Time and Estimate Review

The Investment Time and Estimate Review report displays actual and estimate amounts for resources assignments, grouped by investment or resource. This report displays plan actuals, plan ETC, pending actuals, and pending ETC giving visibility into actuals and recommended changes in ETCs on tasks. It also shows hours worked by date for the time periods that are selected when running the report.
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The Investment Time and Estimate Review report displays actual and estimate amounts for resources assignments, grouped by investment or resource. This report displays plan actuals, plan ETC, pending actuals, and pending ETC giving visibility into actuals and recommended changes in ETCs on tasks. It also shows hours worked by date for the time periods that are selected when running the report.
Report Prerequisites
Verify that you have completed the following prerequisites before you run this report:
  • The Load Data Warehouse and Load Data Warehouse Access Rights jobs must be run 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.
  • There must be at least one timesheet for the time period and timesheet status that is selected when running the report or the report displays a message that there are no results that match your criteria.
  • The investment must have at least one resource that is assigned to a task for the resource to enter time against the investment and for it to display in the report. For projects, the resource must be assigned to a task in the Gantt unless the project has an effort task with resources automatically assigned. For investments other than the project, resources added to the team are automatically assigned to an effort task for the investment. Note: Effort task is a task with the Task ID of '~rmw'. In a timesheet, resources might also assign themselves to tasks if they are a team member on the project and the 'Prevent Unassigned Timesheet Tasks' field is unchecked on the project. This field is in the time and staff section of the settings properties on the project. They might also create unplanned tasks in a timesheet if they are a team member on the project and have the appropriate permissions (Project – Edit Project Plan).
  • The hours worked amounts are calculated based on the time slice with the name DAILYRESOURCETIMECURVE (Administration/Data Administration-Time Slices). This time slice must be configured to cover the dates worked displayed in this report or the report does not display data for those dates.
Report Properties
The following values list the report properties:
Name:
 Investment Time and Estimate Review
Resource ID:
CSK_INV_TimeAndEstimate
Description:
Investment Management (PMO Accelerator)
Folder:
CA PPM/Reports/Investment Management/Investment Time and Estimate Review
Path:
/ca_ppm/reports/investment_management/CSK_INV_TimeAndEstimate
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
Resource OBS Type
resourceOBSTypeKey_1
Single-select
query
Resource OBS Type
resourceOBSTypeKey_1
No
Resource OBS Unit
resourceOBSUnitKey_1
Single-select
query
Resource OBS Unit
resourceOBSUnitKey_1
No
Resource Manager
resourceManagerKey_1
Multiple-select
query
Resource Manager
resourceManagerKey_1
No
Resource
resourceKey_1
Multiple-select
query
Resource
resourceKey_1
No
Investment Type
investmentTypeKey_1
Multiple-select
query
Investment Type
investmentTypeKey_1
Yes
All
Investment Manager
investmentManagerKey_1
Multiple-select
query
Investment Manager
investmentManagerKey_1
No
Investment
investmentKeyNoOBS
Multiple-select
query
Investment
investmentKeyNoOBS
No
Time Period
timePeriod
Multiple-select
Query
Time Period
timePeriod
Yes
Timesheet Status
timesheetStatusKey_1
Multiple-select
Query
Timesheet Status
timesheetStatusKey_1
Yes
Open, Submitted, Returned, Approved, and Posted
Group By
groupInvResource
Single-select
List of Values
Group By
groupInvResource
No
Investments
Include Inactive Resources?
includeInactiveResources
Boolean
Include Inactive Resources?
includeInactiveResources
No
Unchecked
Include Inactive Investments?
includeInactiveInvestments
Boolean
Include Inactive Investments?
includeInactiveInvestments
No
Unchecked
Parameter Lookup Values
The following values list the lookup values:
Investment Type
: All, Application, Asset, Idea, Other Work, Product, Project, Service
Time Period
: Current Time Period, Next Time Period, Previous Time Period, List of Time Periods
Timesheet Status
: Open, Submitted, Returned, Approved, Posted, Adjusted
Group By
: Investments, Resources
Parameter Explanations
The following list describes the parameters:
  • The Resource OBS Type is a cascading parameter and determines which units are listed in the Resource OBS Unit parameter. This parameter is not used to control which resources display in the report.
  • The Resource OBS Unit parameter displays values that are based on the Resource OBS Type selected. When you select an OBS unit in this parameter, the report displays the resources that are attached to the OBS unit and descendants of the unit you select.
  • The Time Period parameter allows you to determine which time periods display on the report. Select at least one time period when running the report.
  • The Timesheet Status parameter works with the time period parameter. The report only displays the dates that are worked for the time period and timesheet status you select when running the report. One of the values in the timesheet status parameter is 'Adjusted' and this status requires some additional explanation. An adjusted timesheet is a timesheet which has been posted in 
    Clarity PPM
    but then changes are made to the timesheet and it is re-posted. As a rule, it does not make sense to display adjusted timesheets in reports because these timesheets have been replaced with more recently posted timesheets. While the status of 'Adjusted' is available as an option to allow visibility into adjusted timesheets, it is not typically selected when running the report.
  • The report has a Group By parameter that allows you to control how the report is grouped. The following group options are available:
    • Investments
      . This option groups the report by investment and displays the following columns as the first three columns in the report: task name, resource name, and resource manager.
    • Resources
      . This option groups the report by resource and displays the following columns as the first two columns in the report: investment name and task name.
Report Fields and Calculations
If the report is grouped investment, then the report displays the following columns: task name, resource name, resource manager, actuals, ETC, pending actuals, pending ETC, change in ETC, timesheet status, date worked, and hours worked. If the report is grouped resource, then the report displays the following columns: investment name, task name, actuals, ETC, pending actuals, pending ETC, change in ETC, timesheet status, date worked, and hours worked. The amounts are displayed in hours and include labor resources only. Labor resources are included in the report; equipment, expense, and material resources or roles are excluded. Programs and templates are excluded.
The assignment actuals are the actuals to date posted to the task. The assignment ETC is the current plan ETC for the task. The pending actuals are the total actuals that are entered in timesheets that are not posted to the project. The pending ETC is the pending ETC entered using a timesheet or on the task. The timesheet status, date worked, and hours worked columns display based on the time period and timesheet status parameters that are selected when running the report. This gives you visibility into daily time records for the time periods and status you select.
This report contains the following calculations:
  • Change in ETC
    . The change in ETC field is the variance between the pending ETC and current plan ETC, less pending actuals.
Formula:
(Pending ETC - (Assignment ETC – Pending Actuals))
Variance background color is as follows:
Green
. The recommended Change in ETC is negative, indicating the ETC should be decreased for the task.
Red
. The recommended Change in ETC is positive, indicating the ETC should be increased for the task.
Report Security
Security is determined by resource view rights.