Project Change Request Register

ccppmop1581
The Project Change Request Register report displays comprehensive information for each project change request. The change request register also provides the option to display associated notes. The report can be grouped by project or not grouped.
The following image displays the Project Change Request Register report with associated notes.
 
Image displaying the Project Change Request Register report with associated notes.
 
 
Report Prerequisites
 
Verify that you have completed the following prerequisites before you run this report:
  • The project must have at least one change request for the project to display in the report.
  • The change request properties must have fields such as description, change in cost, change in schedule, change in resources, category, expected close, approved by, approved date, and originating ID completed for them to display data in the report. The change request name, change request ID, priority, status, and owner are required in 
    Classic PPM
     so they always display data.
 
Report Properties
 
The following values list the report properties
:
 
 
Name:
 Project Change Request Register
 
Resource ID:
 CSK_PRJ_ChangeRequestRegister
 
Description:
 Project Management (PMO Accelerator)
 
Folder:
 
Clarity
/Reports/Project Management/Project Change Request Register
 
Path:
 /ca_ppm/reports/project_management/CSK_PRJ_ChangeRequestRegister
 
Data Source:
 
Classic PPM
 Bean Data Source
 
Report Parameter Options
 
The following values list the report properties.
 
 
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
Sponsor
sponsorKey_1
Multiple-select
Query
Sponsor
sponsorKey_1
No
Project
projectKey_1
Multiple-select
Query
Project
projectKey_1
No
Project Status
projectStatusKey_1
Multiple-select
Query
Project Status
projectStatusKey_1
No
Work Status
workStatusKey_1
Multiple-select
Query
Work Status
workStatusKey_1
No
Change Request Priority
changePriorityKey_1
Multiple-select
Query
Change Request Priority
changePriorityKey_1
Yes
Low, Medium, and High
Change Request Status
changeStatusKey_1
Multiple-select
Query
Change Request Status
changeStatusKey_1
Yes
Open, Work in Progress, and Resolved
Sort By
sortChangeRequest
Single-select
List of Values
Sort By
sortChangeRequest
Yes
Created Date
Group By
groupProject
Single-select
List of Values
Group By
groupProject
Yes
Project
Show Notes?
showNotes
Boolean
Show Notes?
showNotes
No
Checked
Include Programs?
includePrograms
Boolean
Include Programs?
includePrograms
No
Checked
Include Inactive Projects?
includeInactiveProjects
Boolean
Include Inactive Projects?
includeInactiveProjects
No
Unchecked
Database Schema
ppmDBSchema
Hidden
Not applicable
Yes
Passed
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
 
Work Status:
 Requested, Active, On Hold, Cancelled, Complete
 
Change Request Priority:
 Low, Medium, High
 
Change Request Status:
 Open, Work in Progress, Resolved, Closed
 
Sort By:
 ID, Created Date, Expected Close Date
 
Group By:
 No Grouping, Project
 
Parameter Explanations
 
The following list describes the parameters:
  • The Project OBS Type is a cascading parameter that determines which units are listed in the Project OBS Unit parameter. This parameter is not used to directly control which projects display in the report.
  • The Project OBS Unit parameter displays values that are based on the selected Project OBS Type. 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 Work Status parameter is associated to the Work Status lookup in 
    Classic PPM
    . This lookup is configurable so lookup values can be added, modified, or deactivated.
  • The Show Notes parameter controls whether notes that are associated to change requests are included in the report. If the parameter is checked, then notes display at the bottom of each change request section in the report. If the parameter is not checked, notes do not display.
  • The report has an Include Programs parameter to include programs. If the parameter is checked, then program change requests are included in the report. If the parameter is not checked, then program change requests are not included in the report.
  • The report has a Sort By parameter that allows you to control how the report is sorted. The following sort options are available:
    ID
    . This option sorts the report by the change request ID in ascending order.
    Created Date. 
    This option sorts the report by the create date in descending order.
    Expected Close Date. 
    This option sorts the report by the expected close date in ascending order.
  • 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.
  • 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 change requests so do not select this value if you do not want to group the report.
    Project
    . This option groups the change requests by the project.
 
Report Fields and Calculations
 
The report displays the change request ID, created date, change request name, change in cost, change in schedule, change in resources, category, status, project name, owner, description, expected close date, approved by, approved date, priority, and originating ID. If the report is grouped by project, then the project name displays as a group heading instead of a column.
If the show notes parameter is checked, then the report displays the following columns for the change requests that have notes: date entered, subject, description, and entered by. They are sorted by date entered, in descending order. Templates are excluded from the report.
 
Report Security
 
Security is determined by project view rights.