KPIs by Project Type

ccppmop1581
The KPIs by Project Type report lists projects, which are grouped by project type. The report displays the key performance indicators of status, schedule, alignment, and risk with resource allocation and actual hours from the inception of the project.
The following image displays the KPIs by Project Type report with key performance indicators.
Image displaying the KPIs by Project Type report with key performance indicators.
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 is grouped by the project type field on the project so in order for the groupings to be relevant, the projects should have this field completed. If the project does not have a project type defined it displays on the report, but it is in a section named Project Type Undefined.
  • The status stoplight is based on the most recent project status report so at least one status report must be completed on the project 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 project must be completed to calculate the alignment and risk indicators.
  • The project must have team members with allocation amounts to calculate resource allocations.
  • The project must have actual hours posted through timesheets, transaction entry, or imported into
    Clarity
    to calculate resource actuals.
Report Properties
The following values list the report properties:
Name
: KPIs by Project Type
Resource ID
: CSK_PRJ_KPIsByProjectType
Description
: Project Management (PMO Accelerator)
Folder
:
Clarity
/Reports/Project Management/KPIs by Project Type
Path
: /ca_ppm/reports/project_management/CSK_PRJ_KPIsByProjectType
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
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
projectKey_1
Multiple-select
Query
Project
projectKey_1
No
Project Status
projectStatusKey_1
Multiple-select
Query
Project Status
projectStatusKey_1
No
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
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:
Project Type
: Major Project, Application Change, Infrastructure Deployment
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 Project Type parameter is associated to the Idea and Project Type lookup in
    Classic PPM
    . This lookup is configurable so lookup values can be added, modified, or deactivated.
  • 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
The report displays the project name, project manager, project start date, project finish date, status, schedule, alignment, risk, resource allocations, and resource actuals. Resource allocations and actuals include labor and equipment resources; expense and material resources are excluded. Programs and templates are excluded.
The report is grouped by project type, which is an attribute on the project. The lookup that is associated to the project type attribute is a configurable lookup in
Classic PPM
. The lookup values can be added, modified, or deactivated for the purposes of managing projects in 
Classic PPM
and grouping them in this report. This report contains the following calculations:
  • Status
    . This value is the overall status field from the project status report. The overall status is a calculated field in
    Clarity
    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. Status stoplight color is determined as follows:
    Green= On Track (< 40)
    Yellow= Minor Variance (>= 40 and < 90)
    Red= Significant Variance (>= 90)
    White= No overall status completed on the project status report
    Database view and column:
    dwh_inv_status_report.overall_status 
  • Schedule
    . The schedule stoplight is the number of days the project is late and considers the following items:
    • Whether 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. Schedule stoplight 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)
  • 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)
    White= No business alignment 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)
    White= No risk completed on the project
    Database view and column:
    dwh_inv_investment.risk
Report Security
Security is determined by project view rights.
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.