Project Planning Schedule

The Project Planning Schedule report lists projects and their Gantt schedule covering twelve time periods, which might be week, month, quarter, or year. The report might be run with or without a scenario that is applied and grouped by several different options including: Portfolio Category, Project Type, Project Status, Work Status, Stage, Project Manager, Sponsor, and OBS Level. There is also an option when running the report to control the colors that are displayed in the Gantt schedule with portfolio category, project type, or work status.
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The Project Planning Schedule report lists projects and their Gantt schedule covering twelve time periods, which might be week, month, quarter, or year. The report might be run with or without a scenario that is applied and grouped by several different options including: Portfolio Category, Project Type, Project Status, Work Status, Stage, Project Manager, Sponsor, and OBS Level. There is also an option when running the report to control the colors that are displayed in the Gantt schedule with portfolio category, project type, or work status.
This report runs numerous queries to retrieve the data necessary to populate the report. Avoid running this report without parameters and try to limit the results to reasonable amounts of data. Else, you might experience performance issues.
Report Prerequisites
The project does not have any prerequisites to display in the report.
Report Properties
The following values list the report properties:
Name:
Project Planning Schedule
Resource ID:
CSK_PRJ_PlanningSchedule
Description:
Project Management (PMO Accelerator)
Folder:
CA PPM/Reports/Project Management/Project Planning Schedule
Path:
/ca_ppm/reports/project_management/CSK_PRJ_PlanningSchedule
Data Source:
CA PPM 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
Scenario
scenarioKey
Single-select
Query
Scenario
scenarioKey
No
Project Status
projectStatusKey_1
Multiple-select
Query
Project Status
projectStatusKey_1
No
Work Status
workStatusKey_1
Multiple-select
Query
Work Status
workStatusKey_1
No
Gantt Color
ganttColor
Single-select
List of Values
Gantt Color
ganttColor
No
Gantt Start Date
ganttStartDate
Single Value
Date
Gantt Start Date
ganttStartDate
Yes
Start of Current Month
Period Type
periodTypeAll
Single-select
List of Values
Period Type
periodTypeAll
Yes
Month
Group By
groupCategoryOBSWorkStatus
Single-select
List of Values
Group By
groupCategoryOBSWorkStatus
Yes
No Grouping
Only Include Projects Within Gantt Date Range?
onlyIncludeProjectsWithinGanttDateRange
Boolean
Only Include Projects Within Gantt Date Range?
onlyIncludeProjectsWithinGanttDateRange
No
Unchecked
Include Inactive Projects?
includeInactiveProjects
Boolean
Include Inactive Projects?
includeInactiveProjects
No
Unchecked
Database Schema
ppmDBSchema
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:
Work Status
:  Requested, Active, On Hold, Cancelled, Complete
Gantt Color
:  Portfolio Category 1-4, Project Type, Work Status
Period Type
:  Week, Month, Quarter, Year
Group By
:  No Grouping, Portfolio Category 1-4, Project Type, Project Status, Work Status, Stage, Project Manager, Sponsor, OBS Level 1-10
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 descendants of the unit you select.
  • The Scenario parameter displays the scenarios to which you have security access. Scenarios might be created from the scenario widget in the upper right corner of the project properties or resource planning tabs (Home/Resource Management-Resource Planning). If a Scenario parameter is selected when running the report, then the Gantt schedule is yellow for any projects with start or finish dates that are modified in the scenario and blue for the remaining projects.
  • The Work Status parameter is associated to the Work Status lookup in Clarity. This lookup is configurable so lookup values might be added, modified, or deactivated.
  • The report has a Gantt Color parameter that allows you to determine how colors are displayed in the Gantt schedule. If no Gantt Color is selected, then the Gantt schedule is blue. If a Gantt Color parameter is selected when running the report, then the attribute that is selected determines the color of the Gantt schedule. The attribute must have a color display mapping defined (Administration/StudioObjects) or the Gantt is white. If a Gantt Color is selected, it takes precedence over the Scenario parameter and the Scenario parameter that is described earlier does not determine the Gantt color. The attributes available for the Gantt Color parameter are:
Portfolio Category 1-4
. The Gantt color is based on the display mappings of the Portfolio Category attributes. The Portfolio Category attributes are configurable attributes in the Investment object.
Project Type
. The Gantt color is based on the display mappings of the Project Type attribute. The Project Type attribute is a configurable attribute in the Project object.
Work Status
. The Gantt color is based on the display mappings of the Work Status attribute. The Work Status attribute is a configurable attribute in the Project object.
  • The report has a Period Type parameter that allows you to change the display periods of the Gantt.
Week
. The Gantt displays twelve weeks. Each week starts on the day of the week defined in the First Day of Work Week field in 
Clarity PPM
(Administration/Project Management-Settings).
Month
. The Gantt displays twelve months.
Quarter
. The Gantt displays twelve quarters.
Year
. The Gantt displays twelve years.
  • 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 you should select this value if you do not want to group the report.
Portfolio Category 1-4
. This option groups the projects by portfolio category. The portfolio category fields are associated to lookups that do not include any values and should be configured to support your categorizations. The portfolio categories are configurable lookups so values might be added, modified, or deactivated.
Project Type
. This option groups the projects by the project type. The values for project type are: Major Project, Application Change, and Infrastructure Deployment. The project type is a configurable lookup so values may be added, modified, or deactivated.
Project Status
. This option groups the projects by project status.
Work Status
. This option groups the projects by work status. The values for work status are: Requested, Active, On Hold, Cancelled, and Complete. The work status is a configurable lookup so values might be added, modified, or deactivated.
Stage
. This option groups the projects by stage. The stage is a configurable lookup so values might be added, modified, or deactivated. You can find the stage lookup by filtering on Lookup Name = 'Investment Type' or Source = 'Static Dependent List' (Administration/Data Administration-Lookups).
Project Manager
. This option groups the projects by project manager.
Sponsor
. This option groups the projects by sponsor.
OBS Level 1-10
. This option groups the projects by OBS level and requires that you select a unit in the project OBS parameter to group by an OBS level. The project OBS parameter and grouping by an OBS level work with one another. The project OBS parameter determines which OBS you group by when you select a group by level. You might group by any OBS level from 1 to 10, which is the maximum number of levels for an OBS supported in Clarity. OBS level 1 is the top level in the hierarchy and OBS level 10 is bottom level in the hierarchy. When you group by an OBS level, the projects that are attached to OBS units at the level you select and any units below the level you select are rolled up to the group by level of the report. If you group by an OBS level that is lower in the hierarchy, then the report groups the projects by this level (for example, OBS Level 4). If projects are associated to units above level 4 (for example, projects are attached to levels 2 and 3), then the projects that are associated to units higher in the hierarchy display in the report in an Undefined grouping. The Undefined grouping indicates that there is no OBS unit that is defined for the project the level by which you are grouping. If you group by an OBS level but you do not select a unit in the project OBS parameter, then the report returns results. However, it will not group by an OBS level because it relies on the project OBS parameter to determine which OBS to use for grouping.
  • 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, project start date, project finish date, and a twelve period Gantt schedule. If a scenario is selected when running the report, then the report displays the following columns: project name, scenario start date, original start date, scenario finish date, original finish date and a twelve period Gantt schedule. The scenario start and finish dates are the actual start and finish dates for projects that are not modified in the scenario and the 'what-if' start and finish dates for projects that are modified in the scenario. The original start and finish dates are the project dates before being modified through the scenario. Original dates only display if the dates have been modified in the scenario. Programs and templates are excluded.
The Gantt schedule default color is blue. If a Scenario parameter is selected when running the report, then the Gantt schedule is yellow for any projects with start or finish dates that are modified in the scenario and blue for the remaining projects. If a Gantt Color parameter is selected when running the report, then the attribute that is selected determines the color of the Gantt schedule. The attribute must have a color display mapping defined (Administration/Studio-Objects) or the Gantt is white. If a Gantt Color is selected, it takes precedence over the Scenario parameter and the Scenario parameter does not determine the Gantt color.
Report Security
Security is determined by project view rights.