Investment Baseline vs. Plan by Task

ccppmop1581
The Investment Baseline vs. Plan by Task report displays baseline and plan amounts for resources and roles that are assigned to the investment. This report displays baseline, actual, ETC, EAC, and variance amounts for 12 months, starting with the month selected in the start date report parameter. It has amounts by month and in total for each investment and assignment. The amounts can be displayed as hours or FTEs.
The following image displays the Investment Baseline vs. Plan by Task report displaying the baseline and planned amounts for resources and roles that are assigned to the investment.
 
The image displays the Investment Baseline vs. Plan by Task report displaying the baseline and planned amounts for resources and roles that are assigned to the investment.
 
 
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 investment must have at least one resource or role assigned to a task for the investment to display in the report. For projects, the resource or role must be assigned to a task in the Gantt unless the project has an effort task with resources or roles automatically assigned. For investments other than the project, resources or roles added to the team are automatically assigned to an effort task for the investment. Note: Effort task is a task with the Task ID of '~rmw'.
  • The phase and task grouping in the report is dependent upon the task hierarchy (dwh_inv_task_hierarchy) table, which is populated by running the 
    Load Data Warehouse
     job.
  • The baseline amounts are calculated based on the current baseline revision and the time slice with the name MONTHLYRESOURCEBASECURVE (
    Administration/Data Administration-Time Slices
    ).
  • The actual amounts are calculated based on the time slice with the name MONTHLYRESOURCEACTCURVE (
    Administration/Data Administration-Time Slices
    ).
  • The ETC amounts are calculated based on the time slice with the name MONTHLYRESOURCEESTCURVE (
    Administration/Data Administration-Time Slices
    ).
 
Report Properties
 
The following values list the report properties:
 
Name
: Investment Baseline vs. Plan by Task
 
Resource ID
: CSK_INV_BaseVsPlanByTask
 
Description
: Investment Management (PMO Accelerator)
 
Folder
:
Clarity
/Reports/Investment Management/Investment Baseline vs. Plan by Task
 
Path
: /ca_ppm/reports/investment_management/CSK_INV_BaseVsPlanByTask
 
Data Source
:
Clarity
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
 
Investment OBS Type
investmentOBSTypeKey_1
Single-select
Query
Investment OBS Type
investmentOBSTypeKey_1
No
Investment OBS Unit
investmentOBSUnitKey_1
Single-select
Query
Investment OBS Unit
investmentOBSUnitKey_1
No
Investment Type
investmentTypeKey_1
Multiple-select
Query
Investment Type
investmentTypeKey_1
Yes
All
Investment Manager
investmentManagerKey_1
Multiple-select
Query
Investment Manager
investmentManagerKey_1
No
Investment
investmentKey_1
Multiple-select
Query
Investment
investmentKey_1
No
Resource Manager
resourceManagerKey_1
Multiple-select
Query
Resource Manager
resourceManagerKey_1
No
Resource
resourceKey_1
Multiple-select
Query
Resource
resourceKey_1
No
Start Date
startDate
Single Value
Date
Start Date
startDate
Yes
Start of Current Month
Unit Type
unitType
Single-select
List of Values
Unit Type
unitType
Yes
Hours
Include Inactive Investments?
includeInactiveInvestments
Boolean
Include Inactive Investments?
includeInactiveInvestments
No
Unchecked
Include Inactive Resources?
includeInactiveResources
Boolean
Include Inactive Resources?
includeInactiveResources
No
Checked
Database Schema
dwhDBSchema
Hidden
 
Yes
Passed through 
Classic PPM
 
UI Theme
ppmUserUITheme
Hidden
 
Yes
Passed through 
Classic PPM
 
Language
ppmUserLanguage
Hidden
 
Yes
Passed through 
Classic PPM
 
User ID
ppmUser
Hidden
 
Yes
Passed through 
Classic PPM
 
 
Parameter Lookup Values:
 
The following values list the lookup values:
 
Investment Type
: All, Application, Asset, Idea, Other Work, Product, Project, Service
 
Unit Type
: FTE, Hours
 
Parameter Explanations
 
The following list describes the parameters:
  • The Investment OBS Type is a cascading parameter and determines which units are listed in the Investment OBS Unit parameter. This parameter is not used to control which investments display in the report.
  • The Investment OBS Unit parameter displays values that are based on the Investment OBS Type selected. When you select an OBS unit in this parameter, the report displays the investments that are attached to the OBS unit and descendants of the unit you select.
  • The Start Date parameter allows you to control the months that display in the report. The start date that is entered determines the first month that is displayed in the report, with the other 11 months following sequentially after the first month.
 
Report Fields and Calculations
 
The report displays the phase name, task name, resource or role name, and the assignment amounts of baseline, actual, ETC, EAC, and variance by month and in total. The amounts being converted to FTE depend on the Data Warehouse calendar table. The assignment amounts include labor resources or roles.  Equipment, expense, and material resources or roles are excluded. Programs and templates are excluded.
This report contains the following calculations:
  •  
    EAC
    . The EAC field is the sum of the ETC and actual amounts.
    Formula:
    ETC + Actual 
  •  
    Variance
    .The variance field is the difference between the EAC and baseline amounts. If no baseline exists, the baseline amounts are set to zero and the variance is calculated as if the baseline amounts are zero.
    Variance background color is determined as follows:
    Red The EAC amount exceeds the baseline amount. zero
    Formula:
    EAC - Baseline
 
Report Security
 
Security is determined by investment view rights.