Portfolio Plan Changes - Waterline and Rank

ccppmop157
The Portfolio Plan Changes - Waterline and Rank report is grouped by portfolio and displays the Above Waterline indicator and numerical Rank for investments in each portfolio. The report provides visibility into investment level waterline and rank changes in portfolio plans. It compares the waterline and rank information between the portfolio and portfolio plans, using highlighting to identify changes, for up to three plans.
 
waterline_report.png
 
 
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 portfolio created (Home/Portfolio Management -Portfolios) when running the report or the report displays a message that there are no results that match your criteria. 
  • There must be at least one portfolio plan created to compare a plan against the actual portfolio otherwise the report displays portfolio amounts only.
  • The report has a parameter that allows you to compare the portfolio to the portfolio plan of record. The portfolio must have at least one portfolio plan that is marked as plan of record for the Compare Portfolio to Plan of Record parameter to work.
  • The portfolio contents must be defined and the portfolio must be synchronized for the report to display investment data. The portfolio investment data is synchronized by running the Synchronize portfolio investments job. This job provides a snapshot of the investment data included in a portfolio and portfolio plans. It copies data from the actual investment tables to the portfolio investment tables. The information that is copied depends on the attributes that are registered on the Portfolio Investment object Attribute Registry tab (Administration/Studio/Objects). By default, the required portfolio investment attributes are included.
    This job can be run manually or scheduled from a portfolio and Reports and Jobs (Home/Personal-Reports and Jobs). Only one portfolio can be selected at a time when running the job. You can run this job to sync the portfolio investments by clicking on the Sync Schedule 'Manual' link on the portfolio properties. This link opens the portfolio sync properties page, which has the option to schedule the sync (weekly or monthly recurrence) or manually sync. If manual recurrence is selected and you click the 'Sync Now' button, the portfolio synchronizes immediately. The same 'Sync Now' button is also available on the Contents Editor and Targets tabs of the portfolio. Once the portfolio investments are synchronized, their data displays in the report. The portfolio investment data reflects the snapshot of investment data as of the Last Sync Date. The Last Sync Date displays under the Sync Schedule field on the portfolio properties.
  • There must be at least one portfolio plan that is created to run the report from the Compare button because it requires that you select which plans to include in the report. The report supports comparing up to three plans. You can select any number of plans, up to three plans. If you select more than three plans, the report displays the plan that is marked as the plan of record and the two most recently created plans that are not the plan of record. If there is no plan of record, the report displays the three most recently created plans.
 
Report Properties
 
The following values list the report properties:
 
Name
. Portfolio Plan Changes - Waterline and Rank
Resource ID
. CSK_PFM_PortPlanChgWaterline
Description. Portfolio Management (PMO Accelerator)
Folder
. CA PPM/Reports/Portfolio Management/Portfolio Plan Changes - Waterline and Rank
Path
. /ca_ppm/reports/portfolio_management/CSK_PFM_PortPlanChgWaterline
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
Portfolio OBS Type
portfolioOBSTypeKey_1
Single-select
Query
Portfolio OBS Type
portfolioOBSTypeKey_1
No
Portfolio OBS Unit
portfolioOBSUnitKey_1
Single-select
Query
Portfolio OBS Unit
portfolioOBSUnitKey_1
No
Portfolio Manager
portfolioManagerKey_1
Multiple-select
Query
Portfolio Manager
portfolioManagerKey_1
No
Portfolio Stakeholder
portfolioStakeholderKey_1
Multiple-select
Query
Portfolio Stakeholder
portfolioStakeholderKey_1
No
Portfolio
portfolioKey_1
Multiple-select
Query
Portfolio
portfolioKey_1
No
Portfolio Plan
portfolioPlanKey_1
Multiple-select
Query
Portfolio Plan
portfolioPlanKey_1
No
Financial Plan Type
financialPlanTypeKey_1
Single-select
List of Values
Financial Plan Type
financialPlanTypeKey_1
Yes
Planned
Compare Portfolio to Plan of Record?
comparePortfolioToPlanOfRecord
Boolean
Compare Portfolio to Plan of Record?
comparePortfolioToPlanOfRecord
No
Unchecked
Include Inactive Portfolios?
includeInactivePortfolios
Boolean
Include Inactive Portfolios?
includeInactivePortfolios
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
 
There are no parameter lookup values for this report.
 
Parameter Explanations
 
The following list describes the parameters:
  • The Portfolio OBS parameter allows you to control which portfolios display in the report. When you select an OBS unit in this parameter, the report displays the portfolios that are attached to the OBS unit you select and the portfolios that are attached to any OBS units that are descendent units of the OBS unit you select.
  • The Compare Portfolio to Plan of Record parameter compares each portfolio to the portfolio plan marked as the Plan of Record, if there is one. This allows you to run the report comparing the portfolio to the plan of record, without having to browse and select specific plans for the comparison.
  • The Show Above Waterline Only parameter allows you to control which investments display in the report. If the parameter is checked, the report includes only investments that are above the waterline in the portfolio. If the parameter is not checked, then it includes all investments above and below the waterline.
  • The Portfolio Plan parameter allows you to select specific portfolio plans to display in the report. The report supports comparing up to three plans for each portfolio. If you select more than three plans for one portfolio, the report displays the plan that is marked as the plan of record and the two most recently created plans. If there is no plan of record, the report displays the three most recently created plans of the plans you selected. The parameter uses the same logic if you do not select any plans in the parameter; it displays plan of record first and then the most recent plans.
 
Report Fields and Calculations
The report is grouped by portfolio and displays the following columns: investment name, above waterline and rank for the portfolio, and above waterline and rank for portfolio plans. The report displays a checkmark for the investments in the portfolio that are above the waterline. The report includes all investments in the portfolio that have a rank. If an investment is not ranked (NR in the waterlines tab in the portfolio), then it does not display in the report. The report supports comparing up to three plans. You can select any number of plans, up to three plans. If you select more than three plans, the report displays the plan that is marked as the plan of record and the two most recently created plans that are not the plan of record. If there is no plan of record, the report displays the three most recently created plans. From left to right in the report, the plans are displayed in this order: plan of record (if it exists) and then any other plans sorted in descending order of most recent to oldest.
The investment waterline and rank changes in portfolio plans are highlighted with a gray background. The above waterline and rank columns have a gray background if the portfolio plan is different from the portfolio. If the plan is the same as the portfolio, there is no background color.
Investments are considered above the waterline if they are ranked through ranking rules or manual ranking, above the waterline. The waterline placement is determined by the primary constraint or it can be manually set. While the primary constraint determines where the waterline appears in the list, the ranking determines which investments appear above or below the waterline. You can rank investments by manually dragging and dropping investments above and below the waterline, editing the rank number, or defining and running ranking rules.
 
Report Security
 
Security is determined by portfolio view rights.