Portfolio Plan Changes

ccppmop1581
The Portfolio Plan Changes report is grouped by portfolio and displays investments that have key attributes modified in portfolio plans. These attributes include budgeted or planned cost and benefit, role demand, and schedule dates. The report provides visibility into investment level changes in portfolio plans. The report compares the portfolio amounts to portfolio plan amounts, using highlighting and arrow indicators to identify changes, for up to three plans. Within each portfolio, the report can also be grouped by investment manager.
The following image displays the Portfolio Plan Changes report with investment changes listed.
 
Image displaying the Portfolio Plan Changes report with investment changes listed.
 
 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. Otherwise, you might experience performance issues.
 
Report Prerequisites
 
Verify that you have completed the following prerequisites before you run this report:
 
  • You must have 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.
  • You must have at least one portfolio plan created. There must also be at least one investment that has one of the key report attributes modified in the plan. The report displays only investments that have been changed in a plan; it does not list all investments in the portfolio.
  • 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 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.
  • The actual investments must have data for the portfolio sync to copy the data from the actual investments to the portfolio investments. They must have planned cost or budgeted cost and benefit amounts entered in the financial summary properties to sync these amounts to the portfolio and display in the report. If the investments have detailed cost plans or budget plans and benefit plans created under the financial plans tab, then the planned or budgeted cost and benefit amounts on the financial summary properties are read only and set according to the amounts in the detailed financial plans. In this case, the cost plan amount for the plan of record or approved budget amount, with associated benefits, displays on the financial summary properties and in the report.
    Note:
     These investment cost and benefit amounts can be manually entered or modified for plans in a portfolio.
  • The investments must have at least one resource or role on the investment team for the team member allocation demand amounts to sync to the portfolio and display in the report.
    Note:
     These investment role allocation demand amounts can be manually entered or modified for plans in a portfolio.
  • The report does not require any time slice requests. The amounts are based on portfolio CLOB data. Portfolio CLOBs store the portfolio time phased data.
 
Report Properties
 
The following values list the report properties:
 
Name:
 Portfolio Plan Changes
 
Resource ID:
 CSK_PFM_PortPlanChanges
 
Description:
 Portfolio Management (PMO Accelerator)
 
Folder:
 
Clarity
/Reports/Portfolio Management/Portfolio Plan Changes
 
Path:
 /ca_ppm/reports/portfolio_management/CSK_PFM_PortPlanChanges
 
Data Source:
 
Clarity
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
Investment Manager
investmentManagerKey_1
Multiple-select
Query
Investment Manager
investmentManagerKey_1
No
Group By
groupInvestmentManager
Single-select
List of Values
Group By
groupInvestmentManager
Yes
Investment Manager
Compare Portfolio to Plan of Record?
comparePortfolioToPlanOfRecord
Boolean
Compare Portfolio to Plan of Record?
comparePortfolioToPlanOfRecord
No
Unchecked
Show Above Waterline Only?
showAboveWaterlineOnly
Boolean
Show Above Waterline Only?
showAboveWaterlineOnly
No
Unchecked
Include Inactive Portfolios?
includeInactivePortfolios
Boolean
Include Inactive Portfolios?
includeInactivePortfolios
No
Unchecked
Database Schema
ppmDBSchema
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
UI Theme
ppmUserUITheme
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
Language
ppmUserLanguage
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
User ID
ppmUser
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
 
Parameter Lookup Values
 
The following values list the lookup values:
 
Financial Plan Type:
 Budget, Planned
 
Group By:
 No Grouping, Investment Manager
 
Parameter Explanations
 
The following list describes the parameters:
 
  • The Portfolio OBS Type is a cascading parameter that determines which units are listed in the Portfolio OBS Unit parameter. This parameter does not directly control which portfolios display in the report.
  • The Portfolio OBS Unit parameter displays values based on the Portfolio OBS Type selected. When you select an OBS unit in this parameter, the report displays the portfolios that are attached to the OBS unit and descendants of the 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 portfolio amounts to plan of record amounts, 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 the report 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.
  • The Financial Plan Type parameter allows you to select which type of financial cost and benefit to include in the report: budgeted or planned. This option is available because sometimes cost plans are implemented without budgets so this parameter gives you the flexibility to select which plan type to show in the report. The Financial Plan Type parameter works as follows:
    Budget.
     The budgeted cost and benefit amounts in the report are from the investment financial summary properties. These fields are populated from the approved budget plan, if there is a detailed budget plan on the investment, and its associated benefit plan.
    Planned
    . The planned cost and benefit amounts in the report are from the investment financial summary properties. These fields are populated from the cost plan that is the plan of record, if there is a detailed cost plan on the investment, and its associated benefit plan.
  • 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 the report so you should select this value if you do not want to do a grouping.
    Investment Manager
    . This option groups the report by investment manager. 
 
Report Fields and Calculations
 
The report is grouped by portfolio and investment within each portfolio. It displays the following columns: investment or attribute name, portfolio value, and portfolio plan values. The report displays only portfolios with investments that have been changed in a plan. It lists only investments with report attributes modified in at least one plan; it does not list all investments in the portfolio. The report also offers an option to group the investments by the investment manager. 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 key attributes included in the report are the following: planned cost, planned capital cost, planned operating cost, planned benefit, planned NPV, planned ROI %, planned payback (months), planned break even, listing of each individual role included in the portfolio targets, Other Roles line item for additional investment roles not included in the targets, role total, start date, finish date, approved, and required. The report displays a checkmark for the investments in the portfolio that are approved or required.
The amounts that display in the report are amounts that fall within the portfolio planning horizon, which is the time window between the portfolio start and finish dates. For portfolio plan amounts, the portfolio planning horizon is the time window between the portfolio plan start and finish dates. Any distributed target or investment amounts outside this time window are not included in the report. This aligns with the amounts displayed in portfolios, which are also subject to the planning horizon. The report also has the option to display planned or budgeted amounts depending on the financial plan type parameter selected.
The investment attribute changes in portfolio plans are highlighted and the direction of change is represented with arrow indicators. The attribute value has a gray background if the value in the portfolio plan is different from the portfolio and no background if they are the same. The change arrows compare the portfolio attribute value to the portfolio plan attribute value. An upward pointing arrow indicates the value has increased in the plan; a downward pointing arrow indicates the value has decreased in the plan.
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 might be manually set. When you first access the Waterlines view, investment ranking is based on the following criteria: approval status and finish date. Approved investments are ranked higher than unapproved investments and appear at the top of the list. Next, investments are sorted by their finish dates. Investments with earlier finish dates are ranked higher than investments with later finish dates. 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 and Technical Details
 
Security is determined by portfolio view rights.