Project Portfolio Summary

The Project Portfolio Summary report includes three charts displaying the percentage of budget by project type, percentage of budget by work status, and a comparison of budgeted compared to planned cost by grouping option. The report also includes a detail listing of projects with their status, alignment, risk, budget cost, planned cost, and variance. The comparison chart and detail listing have the following group by options: Portfolio Category, Goal, Project Type, Project Status, Sponsor, and OBS Level.
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The Project Portfolio Summary report includes three charts displaying the percentage of budget by project type, percentage of budget by work status, and a comparison of budgeted compared to planned cost by grouping option. The report also includes a detail listing of projects with their status, alignment, risk, budget cost, planned cost, and variance. The comparison chart and detail listing have the following group by options: Portfolio Category, Goal, Project Type, Project Status, Sponsor, and OBS Level.
The following image displays the Project Portfolio Summary report with the portfolio summary charts.
Image displaying the Project Portfolio Summary report with the portfolio summary charts.
The following image displays the Project Portfolio Summary report with the portfolio summary detail.
Image displaying the Project Portfolio Summary report with the portfolio summary detail.
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 report pie charts are grouped by the project type and work status fields on the project. Complete the project type and work status fields for a project for the pie charts to be relevant. The column chart is grouped according to the Group By parameter, which is explained in the parameter section.
  • The report displays projects that start or finish within the date range that is entered in the Portfolio Start Date and Portfolio Finish Date parameters. Specifically, the project start date must be the same as or before the date entered in the Portfolio Finish Date parameter. The project finish date must be the same as or after the date entered in the Portfolio Start Date parameter.
  • The business alignment and risk rating properties on the project must be completed to calculate the alignment and risk indicators.
  • The financial summary properties on the project must have budgeted cost and planned cost amounts that are entered to display the financial amounts and variances in the report. If the project has a detailed budget or cost plan that is created under the financial plans tab of the project, then the budgeted cost and planned 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 approved budget amount or cost plan amount for the plan of record displays on the financial summary properties and in the report.
Report Properties
The following values list the report properties
:
Name
: Project Portfolio Summary
Resource ID
: CSK_PRJ_PortfolioSummary
Description
: Project Management (PMO Accelerator)
Folder
: CA PPM/Reports/Project Management/Project Portfolio Summary
Path
: /ca_ppm/reports/project_management/CSK_PRJ_PortfolioSummary
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
Portfolio Category 1
portfolioCategoryKey_1
Single-select
query
Portfolio Category 1
portfolioCategoryKey_1
No
Portfolio Category 2
portfolioCategoryKey_2
Single-select
query
Portfolio Category 2
portfolioCategoryKey_2
No
Portfolio Category 3
portfolioCategoryKey_3
Single-select
query
Portfolio Category 3
portfolioCategoryKey_3
No
Portfolio Category 4
portfolioCategoryKey_4
Single-select
query
Portfolio Category 4
portfolioCategoryKey_4
No
Goal
goalKey_1
Multiple-select
query
Goal
goalKey_1
No
Project Type
projectTypeKey_1
Multiple-select
query
Project Type
projectTypeKey_1
No
Sponsor
sponsorKey_1
Multiple-select
query
Sponsor
businessOwnerKey_1
No
Project
projectKey_1
Multiple-select
query
Project
projectKey_1
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
Portfolio Start Date
portfolioStartDate
Single Value
Date
Portfolio Start Date
portfolioStartDate
Yes
Start of Current Year
Portfolio Finish Date
portfolioFinishDate
Single Value
Date
Portfolio Finish Date
portfolioFinishDate
Yes
End of Current Year
Variance % Yellow Threshold
variancePctYellowThreshold
Single Value
Number
Variance % Yellow Threshold
variancePctYellowThreshold
No
0
Variance % Red Threshold
variancePctRedThreshold
Single Value
Number
Variance % Red Threshold
variancePctRedThreshold
No
0
Group By
groupCategoryOBSGoal
Single-select
List of Values
Group By
groupCategoryOBSGoal
Yes
No Grouping
Include Inactive Projects?
includeInactiveProjects
Boolean
Include Inactive Projects?
includeInactiveProjects
No
Unchecked
Show Graph?
showGraph
Boolean
Show Graph?
showGraph
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:
Goal
: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, Maintain the Business
Project Type
: Major Project, Application Change, Infrastructure Deployment
Work Status
: Requested, Active, On Hold, Cancelled, Complete
Group By
: No Grouping, Portfolio Category 1-4, Goal, Project Type, Project Status, 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 upon 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 Portfolio Category 1-4 parameters are associated to the Portfolio Category 1-4 lookups in
    Clarity PPM
    . These lookups are configurable so lookup values can be added, modified, or deactivated.
  • The Goal parameter is associated to the Investment Goal lookup in
    Clarity PPM
    . This lookup is configurable so lookup values can be added, modified, or deactivated.
  • The Project Type parameter is associated to the Idea and Project Type lookup in
    Clarity PPM
    . This lookup is configurable so lookup values can be added, modified, or deactivated.
  • The Work Status parameter is associated to the Work Status lookup in
    Clarity PPM
    . This lookup is configurable so lookup values can be added, modified, or deactivated.
  • The Portfolio Start Date parameter determines which projects display in the report. The project finish date must be the same as or after the date entered in the Portfolio Start Date parameter for the project to display in the report.
  • The Portfolio Finish Date parameter determines which projects display in the report. The project start date must be the same as or before the date entered in the Portfolio Finish Date parameter for the project to display in the report.
  • The Variance % Yellow and Variance % Red Threshold parameters allow you to control when the background color changes to yellow and red, respectively, for the % Variance column in the report. The background color changes for both positive and negative variances. If the % Variance in the report is less than the Variance % Yellow Threshold, then there is no background color. If the % Variance is greater than or equal to the Variance % Yellow Threshold, then it is yellow until it reaches the Variance % Red Threshold entered as a parameter. Amounts that are greater than or equal to the Variance % Red Threshold is red. In the preceding screen capture, the Variance % Yellow Threshold parameter that is entered when running the report is 10% and the Variance % Red Threshold is 15%. Entering these parameter values means that the % Variance turns yellow when it is greater than or equal a positive or negative 10% variance. It turns red when it is greater than or equal to a positive or negative 15% variance.
  • The report has a Group By parameter that allows you to control how the report is grouped. This parameter groups the budgeted and planned cost column chart. It also groups the projects in the body of the report. The following group options are available:
    • No Grouping
      . This option does not group the column chart or projects so you can select this value if you do not want to group the report.
    • Portfolio Category 1-4
      . This option groups the column chart and projects by portfolio category. The portfolio category fields are associated to lookups that do not include any values and can be configured to support your categorizations. The portfolio categories are configurable lookups so values can be added, modified, or deactivated.
    • Goal
      . This option groups the column chart and projects by goal. The values for goal are: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, Maintain the Business. The goal is a configurable lookup so values can be added, modified, or deactivated. 
    • Project Type
      . This option groups the column chart and projects by project type. The values for project type are: Major Project, Application Change, and Infrastructure Deployment. The project type is a configurable lookup so values can be added, modified, or deactivated. 
    • Project Status
      . This option groups the column chart and projects by status. 
    • Sponsor
      . This option groups the column chart and projects by sponsor. 
    • OBS Level 1-10
      . This option groups the column chart and 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 can group by any OBS level from 1 to 10, which is the maximum number of levels for an OBS supported in
      Clarity PPM
      . 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 at the level by which you are grouping.
      f you group by an OBS level but you do not select a unit in the project OBS parameter, then the report returns results. However, the report does not group by an OBS level because it relies on the project OBS parameter to determine which OBS to use for grouping.
  • The Show Graph parameter controls whether the pie charts and column chart display in the report. If the parameter is checked, the charts display on the first page of 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
If the report is grouped by project status, then the report displays the following columns: project name, sponsor, work status, alignment, risk, budget cost, planned cost, variance, and % variance. If the report is grouped by any other option, then the report displays the following columns: project name, status, work status, alignment, risk, budget cost, planned cost, variance, and % variance. When the show graph parameter is checked, the report also includes two pie charts and a column chart. The pie charts display the percentage of budget cost, grouped by project type and work status. The column chart displays a comparison of budgeted cost to planned cost, aggregated by the group by parameter option that is selected when running the report. Programs and templates are excluded. This report contains the following calculations:
  • Alignment
    . The alignment indicator is the business alignment field on the project. The business alignment field is calculated as an average of the alignment factors that are completed on the project. Each of the alignment factors is ranked as low with a value of 25, medium with a value of 50, high with a value of 75, or very high with a value of 100. Alignment stoplight color is determined as follows:
    Green= Good Alignment (>= 68)
    Yellow= Average Alignment (>=34 and <68)
    Red= Poor Alignment (< 34)
    Gray= No business alignment that is completed on the project
    Database view and column:
    dwh_inv_investment.business_alignment 
  • Risk
    . The risk indicator is the risk field on the project. The risk field is calculated as the weighted average of the risk factors that are completed on the project. Each of the risk factors is ranked as low with a value of 0, medium with a value of 50, high with a value of 100. Risk stoplight color is determined as follows:
    Green= Low Risk (<34)
    Yellow= Medium Risk (>=34 and <68)
    Red= High Risk (>= 68)
    Gray= No risk that is completed on the project
    Database view and column:
    dwh_inv_investment.risk
  • Variance
    .
    The variance field is the difference between budget cost and planned cost amounts.
    Formula:
    Budget Cost – Planned Cost
  • % Variance
    . The % variance field is the percentage of variance between budget cost and planned cost amounts. % Variance background color is determined as follows:
    Yellow. The % Variance is greater than or equal to the Variance % Yellow Threshold entered as a parameter. It is yellow until it reaches the amount that is entered as the Variance % Red Threshold. The background color applies to both positive and negative variances.
    Red. The % Variance is greater than or equal to the Variance % Red Threshold entered as a parameter. The background color applies to both positive and negative variances.
    Formula:
    ((Budget Cost – Planned Cost) / Budget Cost) * 100
Report Security:
Security is determined by project view rights.