Top 50 Project Watchlist

The Top 50 Project Watchlist report displays the 50 projects with the highest resource allocation amounts in your organization. The report shows a dashboard with gauges followed by a table or list of projects. The report provides visibility into the key performance indicators of status, schedule, alignment, risk, issues and change requests. There are also pie charts that show the distribution of issues, risks, and change requests that are based on priority. There are four parameter check boxes for critical status, scheduled late, high alignment, and high risk that allow you to quickly filter the list to view the projects of most interest. For example, you can quickly view any projects that are highly aligned to the business that are scheduled late.
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The Top 50 Project Watchlist report displays the 50 projects with the highest resource allocation amounts in your organization. The report shows a dashboard with gauges followed by a table or list of projects. The report provides visibility into the key performance indicators of status, schedule, alignment, risk, issues and change requests. There are also pie charts that show the distribution of issues, risks, and change requests that are based on priority. There are four parameter check boxes for critical status, scheduled late, high alignment, and high risk that allow you to quickly filter the list to view the projects of most interest. For example, you can quickly view any projects that are highly aligned to the business that are scheduled late.
: Subtle design changes were introduced to this report in CA PPM Releases 14.4 and 15.3. See the notes at the bottom of this page.
The following image displays an example of the Top 50 Project Watchlist report:
Image displaying the Top 50 Project Watchlist report with the highest resource allocation amounts.
This report allows you to drill down to the Project Status Detail report, by clicking on a project name, to see more information about the project status.
The following image displays the Project Status Detail report.
Image displaying the Project Status Detail report.
Image displaying the Project Status Detail 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.
  • The status is based on the most recent project status report so at least one status report must be completed on the projects for this indicator to calculate. 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 business alignment and risk rating properties on the projects must be completed to calculate the alignment and risk indicators.
  • Projects must have team members with allocation amounts to calculate resource allocations.
Report Properties
The following values list the report properties
:
Name
: Top 50 Project Watchlist
Resource ID
: CSK_PRJ_Top50WatchList
Description
: Project Management (PMO Accelerator)
Folder
: CA PPM/Reports/Project Management/Top 50 Project Watchlist
Path
: /ca_ppm/reports/project_management/CSK_PRJ_Top50WatchList
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 Type
projectTypeKey_1
Multiple-select
query
Project Type
projectTypeKey_1
No
Project Manager
projectManagerKey_1
Multiple-select
query
Project Manager
projectManagerKey_1
No
Project Status
projectStatusKey_1
Multiple-select
query
Project Status
projectStatusKey_1
No
Graph 1
Single-select
list of values
Not applicable
Yes
Issues
Graph 2
Single-select
list of values
Not applicable
Yes
Risks
Critical Status
criticalStatus
Boolean
Critical Status
criticalStatus
No
Unchecked
Scheduled Late
scheduledLate
Boolean
Scheduled Late
scheduledLate
No
Unchecked
High Alignment
highAlignment
Boolean
High Alignment
highAlignment
No
Unchecked
High Risk
highRisk
Boolean
High Risk
highRisk
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:
Project Type
: Major Project, Application Change, Infrastructure Deployment
Parameter Explanations
  • 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.
Dashboard Filter Explanations
The following list describes the dashboard filters:
  • 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. These results are then ranked by the allocation amounts on each project and the top 50 projects, with the greatest number of allocation hours, are displayed.
  • 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.
Report Fields and Calculations:
The report includes gauge components showing KPI average values of status, schedule, alignment, and risk. The table view lists the projects with the highest resource allocations and can be narrowed down by checking projects with critical status, schedule late, high alignment and high risk, isolated or combined. The issue, risk and change request priority distribution is represented in two pie charts, which can also be filtered to display different results. Programs and templates are excluded. This report contains the following calculations:
  • Status
    . The gauge needle displays the average overall status (sum of overall status that is divided by number of projects). This is the overall status field from the project status report. The overall status is a calculated field in 
    Clarity PPM
    that is the sum of the schedule status, scope status, and cost and effort status fields on the status report. Each of these fields is ranked as on track with a value of 10, minor variance with a value of 20, or significant variance with a value of 30. The gauge indicator displays the average overall status (sum of overall status that is divided by number of projects). The Gauge color is determined as follows:
    Green= On Track (< 40)
    Yellow= Minor Variance (>=40 and <90)
    Red= Significant Variance (>=90)
    Database view and column:
    dwh_inv_status_report.overall_status
  • Critical Status
    . Displays projects with significant variance, when overall status is greater than or equal to 90.
  • Schedule
    . The gauge needle displays the average schedule (sum of schedule that is divided by number of projects). The schedule is the number of days the project is late and considers the following items:
    • Whether or not a baseline exists
    • Project progress
    If a baseline exists, then days late is calculated as project finish date minus baseline finish date. A positive number indicates that the project is late according to the baseline. A negative number indicates that it is early according to the baseline.
    If a baseline exists and the project finish date is the same as the baseline finish date, then the project is considered late if it is not completed and it was due before today's date. In this case, the number of days late is calculated as today's date minus project finish date.
    If there is no baseline, then days late is calculated if the project is not completed and it was due before today's date. In this case, the number of days late is calculated as today's date minus project finish date. The Gauge 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)
    Database view and column:
    dwh_inv_investment.days_late
  • Schedule Late
    . Displays projects with number of days the project is late greater than 10 days.
  • Alignment
    . The gauge needle displays the average business alignment (sum of business alignment that is divided by number of projects). 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. The Gauge color is determined as follows:
    Green= Good Alignment (>=68)
    Yellow= Average Alignment (>=34 and <68)
    Red= Poor Alignment (< 34)
    Database view and column:
    dwh_inv_investment.business_alignment
  • High Alignment
    . Displays projects with good alignment, when business alignment is greater than or equal to 68.
  • Risk
    . The gauge needle displays the average risk (sum of risk that is divided by number of projects). 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. The Gauge color is determined as follows:
    Green= Low Risk (< 34)
    Yellow= Medium Risk (>=34 and <68)
    Red= High Risk (>=68)
    Database view and column:
    dwh_inv_investment.risk
  • High Risk
    . Displays projects with high risk, when risk is greater than or equal to 68.
Report Security
Security is determined by project view rights.
:
  1. Starting with Release 14.4, the default
    Status Report Status
    lookup values change from
    Minor Variance
    to
    Needs Help
    and from
    Significant Variance
    to
    At Risk
    . The
    On Track
    value remains the same. See the PMO Accelerator Release Notes in the 14.4 edition of the English documentation set.
  2. Starting with Release 15.3, the Alignment gauge orientation is flipped horizontally so that all green scores point in the same direction (to the left) while all red scores point to the right.