Program Status Detail

ccppmop1561
The Program Status Detail report displays the latest status report update and indicators for the program. It also has sections for financial performance, key milestones, team allocations, risks, issues, and change requests for the program and its projects. The report is very flexible; it allows you to control which sections appear and to select  if each section includes the program only, its projects only, or both the program and its projects.
The following image shows the Program Status Detail report displaying program objective, status report indicators, financial performance, and key milestones.
Image displaying the Program Status Detail report displaying program objective, status report indicators, financial performance, and key milestones.
The following image shows the Program Status Detail report displaying program team, risks, issues, and change requests.
Image displaying the Program Status Detail report displaying program team, risks, issues, and change requests.
This report runs numerous queries to retrieve the data necessary to populate the report. You should avoid running this report without parameters and should try to limit the results to reasonable amounts of data. If you do not do this, then you may experience performance issues.
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.
  • The status report indicators and status report update are based on the most recent program status report so at least one status report must be completed on the program for the indicators to calculate and the information in the frames be displayed. The status report with the greatest report date and a report status of final, or no value selected for report status, is considered the most recent.
  • The program and its projects must have planned cost or budgeted cost amounts entered in the financial summary properties to display the planned or budget and remaining amounts under the financial cost heading in the financial performance section. If the program and its projects have detailed cost plans or budget plans that are created under the financial plans tab, then the planned cost and budgeted cost amounts on the financial summary properties are read only and set according to the amounts in the detailed financial plan. In this case, the cost plan amount for the plan of record or approved budget amount  display on the financial summary properties and in the report.
  • The program and its projects must have milestones, risks, issues, and change requests for those report sections to display data. Milestones must have the key task field checked to display in the report.
  • The projects in the program must have team members that are allocated to them for the team section to display data in the report. Team members cannot be allocated to programs so the team members displaying in this report roll-up from the project teams.
  • The projects in the program must have team members that are assigned to tasks with estimates to calculate the ETC and EAC hours that display in the team section.
  • The projects in the program must have actual hours posted through timesheets, transaction entry, or imported into PPM to calculate actuals in the team section, actual cost under the financial cost heading in the financial performance section, and actual (ACWP) cost under the performance cost heading in the financial performance section.
  • The projects in the program must have baselines for baseline hours and the projected variance to display in the team section. They must also have baselines for BAC and the projected variance to display under the performance cost heading in the financial performance section.
  • The project cost amounts under the performance cost heading in the financial performance section are dependent upon running the Update Cost Totals job. This job is available in the Actions pull-down on the task list or baseline list. The Update Cost Totals job runs the following: Runtime extraction of rates (calculates rates that are based on the matrix but does not populate the data mart rate table), Update % Complete job, and Update Earned Value and Cost Totals job.  If you want to update costs across several projects instead of updating costs for only one project, run the Update Earned Value and Cost Totals job from the Jobs menu. The Update Earned Value and Cost Totals job from the menu is the same as the Update Cost Totals job in the Actions pull-down, except it updates all the projects meeting the parameter criteria when run instead of updating only one project.
  • The amounts in the financial performance and team sections of the report are dependent upon the projects in the program having hierarchy allocation percentages that are greater than 0%. If the allocation percentage is set to 0% on a project, then the amounts in the report are 0. The allocation percentage is set on the hierarchy tab of the program or project. If setting from the project, navigate to the 'parents' submenu under the hierarchy tab.
Report Properties
The following values list the report properties:
Name
: Program Status Detail
Resource ID
: CSK_PRG_ProgramStatusDetail
Description
: Program Management (PMO Accelerator)
Folder
: CA PPM/Reports/Program Management/Program Status Detail
Path
: /ca_ppm/reports/program_management/CSK_PRG_ProgramStatusDetail
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
Program OBS Type
programOBSTypeKey_1
Single-select
Query
Program OBS Type
programOBSTypeKey_1
No
Program OBS Unit
programOBSUnitKey_1
Single-select
Query
Program OBS Unit
programOBSUnitKey_1
No
Program Manager
programManagerKey_1
Multiple-select
Query
Program Manager
programManagerKey_1
No
Program
programKey_1
Multiple-select
Query
Program
programKey_1
No
Program Status
programStatusKey_1
Multiple-select
Query
Program Status
programStatusKey_1
Yes
Approved, Cancelled, On Hold, Unapproved
Project Status
projectStatusKey_1
Multiple-select
Query
Project Status
projectStatusKey_1
No
Program Financial Plan Type
programFinancialPlanType
Single-select
List of Values
Program Financial Plan Type
programFinancialPlanType
Yes
Budget
Project Financial Plan Type
projectFinancialPlanType
Single-select
List of Values
Project Financial Plan Type
projectFinancialPlanType
Yes
Budget
Show Financials?
programShowFinancials
Single-select
List of Values
Show Financials?
programShowFinancials
Yes
Program and Project
Show Milestones?
programShowMilestones
Single-select
List of Values
Show Milestones?
programShowMilestones
Yes
Program and Project
Show Team?
programShowTeam
Single-select
List of Values
Show Team?
programShowTeam
Yes
Summarize by Role
Show Risks?
programShowRisks
Single-select
List of Values
Show Risks?
programShowRisks
Yes
Program and Project
Show Issues?
programShowIssues
Single-select
List of Values
Show Issues?
programShowIssues
Yes
Program and Project
Show Change Requests?
programShowChangeRequests
Single-select
List of Values
Show Change Requests?
programShowChangeRequests
Yes
Program and Project
Risk, Issue, and Change Request Priority
riskIssueChangePriorityKey_1
Multiple-select
Query
Risk, Issue, and Change Request Priority
riskIssueChangePriorityKey_1
Yes
Low, Medium, and High
Risk, Issue, and Change Request Status
riskIssueChangeStatusKey_1
Multiple-select
Query
Risk, Issue, and Change Request Status
riskIssueChangeStatusKey_1
Yes
Open, Work in Progress, and Resolved
Rollup Project Financials to Program?
rollupProjectFinancialsToProgram
Boolean
Rollup Project Financials to Program?
rollupProjectFinancialsToProgram
No
Unchecked
Include Inactive Programs?
includeInactivePrograms
Boolean
Include Inactive Programs?
includeInactivePrograms
No
Unchecked
Include Inactive Projects?
includeInactiveProjects
Boolean
Include Inactive Projects?
includeInactiveProjects
No
Unchecked
Include Inactive Resources?
includeInactiveResources
Boolean
Include Inactive Resources?
includeInactiveResources
No
Checked
Database Schema
dwhDBSchema
Hidden
Not Applicable
Yes
Passed through
Clarity PPM
UI Theme
ppmUserUITheme
Hidden
Not Applicable
Yes
Passed through
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
The following values list the lookup values:
Program Status
: Approved, Cancelled, On Hold, Unapproved
Program Financial Plan Type
: Budget, Planned
Project Financial Plan Type
: Budget, Planned
Show Financials?
: Program and Project, Program Only, Project Only, Do Not Display
Show Milestones?
: Program and Project, Program Only, Project Only, Do Not Display
Show Team?
: Summarize by Role, Display Project Teams
Show Risks?
: Program and Project, Program Only, Project Only, Do Not Display
Show Issues?
: Program and Project, Program Only, Project Only, Do Not Display
Show Change Requests?
: Program and Project, Program Only, Project Only, Do Not Display
Risk, Issue, and CR Priority
: Low, Medium, High
Risk, Issue, and CR Status
: Open, Work in Progress, Resolved, Closed
Parameter Explanations
The following list describes the parameters:
  • The Program OBS Type is a cascading parameter and determines which units are listed in the Program OBS Unit parameter. This parameter is not used to control which programs display in the report.
  • The Program OBS Unit parameter displays values that are based upon the Program OBS Type selected. When you select an OBS unit in this parameter, the report displays the programs that are attached to the OBS unit and descendants of the unit you select.
  • The Program Financial Plan Type parameter allows you to select which type of financial cost to include in the report: budget or planned cost. This option is available because sometimes cost plans are implemented without budgets so this parameter gives you the flexibility to select which plan type to show in the report. The Financial Plan Type parameter works as follows:The Project Financial Plan Type parameter allows you to select which type of financial cost to include in the report: budget or planned cost. This option is available because sometimes cost plans are implemented without budgets so this parameter gives you the flexibility to select which plan type to show in the report. The Financial Plan Type parameter works as follows:
    • Budget
      . The budget cost in the report is the budgeted cost from the program financial summary properties. This field is populated from the approved budget plan, if there is a detailed budget plan on the program.
    • Planned
      . The planned cost in the report is the planned cost from the program financial summary properties. This field is populated from the cost plan that is the plan of record, if there is a detailed cost plan on the program.
  • The Project Financial Plan Type parameter allows you to select which type of financial cost to include in the report: budget or planned cost. This option is available because sometimes cost plans are implemented without budgets so this parameter gives you the flexibility to select which plan type to show in the report. The Financial Plan Type parameter works as follows:
  • Budget
    . The budget cost in the report is the budgeted cost from the project financial summary properties. This field is populated from the approved budget plan, if there is a detailed budget plan on the project.
  • Planned
    . The planned cost in the report is the planned cost from the project financial summary properties. This field is populated from the cost plan that is the plan of record, if there is a detailed cost plan on the project.
  • The Rollup Project Financials to Program parameter allows you to control how the amounts under the financial cost heading in the financial performance section of the report are calculated. If the rollup parameter is checked, then the program amounts represent the aggregate of the program and project amounts. If the rollup parameter is not checked, then the program amounts represent only the program values and do not include any project amounts. In this case, the report presents an extra row for the Project Total, which is the sum of the project financial cost amounts. There is also an extra row for Variance, which is the difference between the program and the project financial cost amounts. This allows you to compare the program budget/planned amounts to the aggregate of the project budget/planned amounts.
    Note
    : The amounts under the performance cost heading in the financial performance section are always rolled up regardless of whether this parameter is checked or not.
    The following parameters have the same options and work similarly so they are being described together: Show Financials, Show Milestones, Show Risks, Show Issues, and Show Change Requests.These parameters allow you to control whether the corresponding section displays in the report and, if the section displays, whether program and  project information is presented. Each of these parameters works independently from one another and they each have the following options:
    • Program and Project
      . The report displays both programs and projects in the section. The program is always displayed first in the list, with the projects following in alphabetical order.
    • Program Only
      . The report displays programs only in the section. The program name is displayed in the financial performance section, but none of the other sections display the program name because all information is from the program (no projects are displayed).
    • Project Only
      . The report displays projects only in the section. The project names are displayed and they are listed in alphabetical order.
    • Do Not Display
      . The report does not display the section. This allows you to hide sections of the report that are not relevant to your program management.
  • The Show Team parameter allows you to control whether the team section displays in the report and, if it displays, whether the project team information is summarized by role or presented in detail. The parameter has the following options:
    • Summarize by Role
      . The team section of the report aggregates the team allocations from the projects and presents them by role. This is similar to the team tab on the program as it also summarizes team data by role.
    • Display Project Teams
      . The team section of the report displays the team allocations in detail for each project. The project names are displayed in alphabetical order and all their team allocations are also listed, instead of being aggregated by role.
  • 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 program name, program ID, program manager, status, program objective, and finish date. The report includes the status report date and status report update from the most recent program status report and the following status report indicators: overall, schedule, scope, and cost and effort. The previous report date is from the prior program status report, which is based on report date. The status report indicator trending arrows compare the current status report to the prior status report. An upward pointing arrow indicates that the status has improved, a downward pointing arrow indicates that the status has gotten worse, and a right pointing arrow indicates that there is no change in status or there is no prior status report for comparison.
When the Financial Performance section displays in the report, it includes: program or project name, start date, finish date, financial cost amounts, and performance cost amounts. The financial cost amounts include: planned cost or budget, actual cost, and remaining cost. The report has a program financial plan type parameter, allowing you to select whether to display the program that is planned or budget cost. It also has a project financial plan type parameter, allowing you to select whether to display the project that is planned or budget cost. There is an additional option when running the report to roll up the amounts from the project to the program or to compare the program amounts to the aggregate of the projects. If the Rollup Project Financials to Program parameter is not checked, then the program amounts represent only the program values and do not include any project amounts. In this case, the report presents an extra row for the Project Total, which is the sum of the project financial cost amounts. There is also an extra row for Variance, which is the difference between the program and the project financial cost amounts. The performance cost amounts include: as of date, BAC, Actual (ACWP), EAC, and projected cost variance. All these fields, including as of date, are on the schedule & performance properties of the program or project.
The actual cost under the financial cost heading in the financial performance section is based on financial transaction cost amounts. It only includes transactions that are processed and posted to WIP. The transaction cost amounts are in the currency that is the entity  home currency of the department that is associated to the investment.
Project cost amounts under the performance cost heading in the financial performance section are dependent upon running the Update Cost Totals job, which is available in the Actions pull-down on the task list or baseline list on a project.
If you want to update costs across several projects instead of updating costs for only one project, run the Update Earned Value Totals job from the Reports and Jobs menu.
When the Key Milestones section displays in the report, it includes: program or project milestone name, milestone ID, status, finish date, baseline finish date, days late, and schedule stoplight. Milestones must have the key task field checked to display in the report. Milestones are included; tasks are excluded.
When the Team section displays in the report and you select summarize by role as the show team option, the report includes: role name, start date, finish date, % complete, allocation, baseline, actuals, ETC, EAC, and projected effort variance.
When you select display project teams as the show team option, the report includes: resource name, project role, start date, finish date, % complete, allocation, baseline, actuals, ETC, EAC, and projected effort variance. The amounts are in hours. Labor roles are included; equipment, expense, and material roles are excluded.
When the Risks section displays in the report, it includes: risk name, risk ID, description, priority stoplight, probability, impact, status, response type, and target resolution date.
When the Issues section displays in the report, it includes: issue name, issue ID, description, priority stoplight, status, and target resolution date.
When the Change Requests section displays in the report, it includes: change request name, change request ID, description, priority, status, and expected close date. Templates are excluded from the report.
This report contains the following calculations:
  • Overall
    . This is the overall status field from the program status report. The overall status is a calculated field in PPM that is the sum of the schedule status, scope status, and cost and effort status fields on the status report.
    The stoplight color is determined as follows:
Green= On Track (< 40)
Yellow= Minor Variance (>= 40 and < 90)
Red= Significant Variance (>= 90)
The trending arrow is determined as follows:
Upwards. Overall Status better than the previous Overall Status
Rightwards. No variance
Downwards. Overall Status worse than the previous Overall Status
Database view and column:
dwh_inv_status_report.overall_status
  • Schedule
    . This is the schedule status field from the program status report. The schedule status is determined by the selection of the On Track, Minor Variance, or Significant Variance status option.
    The stoplight color is determined as follows:
Green= On Track (10)
Yellow= Minor Variance (20)
Red= Significant Variance (30)
The trending arrow is determined as follows:
Upwards. Schedule Status is better than the previous Schedule Status
Rightwards. No variance
Downwards. Schedule Status is worse than the previous Schedule Status
Database view and column:
dwh_inv_status_report.sr_schedule_status_key
  • Scope
    . This is the scope status field from the program status report. The scope status is determined by the selection of the On Track, Minor Variance, or Significant Variance status option.
    The stoplight color is determined as follows:
Green= On Track (10)
Yellow= Minor Variance (20)
Red= Significant Variance (30)
The trending arrow is determined as follows:
Upwards. Scope Status is better than the previous Scope Status
Rightwards. No variance
Downwards. Scope Status is worse than the previous Scope Status
Database view and column:
dwh_inv_status_report.sr_scope_status_key
  • Cost and Effort
    . This is the cost and effort status field from the program status report. The cost and effort status is determined by the selection of the On Track, Minor Variance, or Significant Variance status option.
    The stoplight color is determined as follows:
Green= On Track (10)
Yellow= Minor Variance (20)
Red= Significant Variance (30)
The trending arrow is determined as follows:
Upwards. Cost and Effort Status is better than the previous Cost and Effort Status
Rightwards. No variance
Downwards. Cost and Effort Status is worse than the previous Cost and Effort Status
Database view and column:
dwh_inv_status_report.sr_cost_effort_status_key
  • Remaining
    . The remaining field in the financial performance section of the report displays the difference between planned or budget cost and actual cost, multiplied by the hierarchy allocation percentage. The report displays planned or budget cost based on the financial type parameters that are selected when running the report.
    Formula:
(Planned or Budget Cost – Actual Cost) * Hierarchy Allocation Percentage
  • Projected Variance
    . The projected variance field in the financial performance section of the report is the projected cost variance and displays the variance between the EAC cost and baseline cost, multiplied by the hierarchy allocation percentage.
    Formula:
(EAC Cost – BAC Cost) * Hierarchy Allocation Percentage
  • Days Late
    . Days late in the key milestones section displays the number of days late considering the following:
    • Whether a baseline exists
    • Milestone status
If a baseline exists, then days late is calculated as milestone finish date minus baseline finish date. A positive number indicates that the 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 milestone finish date is the same as the baseline finish date, then the milestone is considered late if it is not completed and it was due before today's date. In this case, days late is calculated as today's date minus milestone finish date.
If there is no baseline, then days late is calculated if the milestone is not completed and it was due before today's date. In this case, days late is calculated as today's date minus milestone 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)
  • Projected Variance
    . The projected variance field in the team section of the report is the projected effort variance and displays the variance between the EAC and baseline effort, multiplied by the hierarchy allocation percentage.
    (EAC - Baseline) * Hierarchy Allocation Percentage
  • Priority
    . The priority field is in the risks, issues, and change requests sections. It is based on the priority of the risk, issue, or change request and includes the following values for rating priority: low, medium, and high.
    The stoplight color is determined as follows:
Green= Low
Yellow= Medium
Red= High
Report Security
Security is determined by project view rights.
The default status values changed from
Minor Variance
to
Needs Help
and from
Significant Variance
to
At Risk
. See the PMO Accelerator Release Notes in the 14.4 edition of the English documentation set.