Project Cost and Effort

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The Project Cost and Effort report lists projects, with their work breakdown structure and resource assignments. If the project has subprojects, the subprojects also display. There is an option when running the report to control the level that is displayed in the report. The levels are: project, phase, task, or assignment. The following examples show two of those options. The report displays baseline, actual, EAC, and projected cost and effort variance amounts.
The following image displays the Project Cost and Effort report with project displayed at the task level.
 
Image displaying the Project Cost and Effort report with project displayed at the task level.
 
The following image displays the Project Cost and Effort report with master project with subprojects displayed at the phase level.
 
Image displaying the Project Cost and Effort report with master project with subprojects displayed at the phase level.
 
 This report runs numerous queries in order to retrieve the data needed to populate the report and may result in many pages of data being displayed if filters are not applied. You should avoid running this report wide open so that only reasonable amounts of data are displayed. If you do not do this, then you may experience performance issues.
 
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 project does not have any prerequisites to display in the report. For the cost and effort amounts to display data in the report, the project must have at least one task and resource assignment.
  • There must be a rate matrix created (
    Administration/Finance-Manage Matrix
    ) and associated as a system default rate matrix (
    Administration/Finance-Setup/Defaults/Project Transaction Entry Defaults
    ) or a project-specific rate matrix for calculation of cost amounts.
  • The project must have a baseline for BAC Cost, Projected Cost Variance, Projected Cost Variance %, BAC, Projected Effort Variance, and Projected Effort Variance % to display data in the report.
  • The project, phase, and task level cost amounts are dependent upon running the 
    Update Cost Totals
     job. This job is available in the Actions pull-down on the task list or baseline list. The 
    Update Cost Totals
     job runs the following items:
    • Runtime extraction of rates (calculates rates that are based on the matrix but does not populate the data mart rate table), 
    •  
      Update % Complete
       job, and 
    •  
      Update Earned Value and Cost Totals
       job.
      If you want to update costs across several projects instead of updating costs for only one project, run the 
      Update Earned Value and Cost Totals
       job from the Reports and Jobs menu. The 
      Update Earned Value and Cost Totals
       job from the menu is the same as the 
      Update Cost Totals
       job in the Actions pull-down, except it updates all the projects meeting the parameter criteria when run instead of updating only one project.
  • The assignment level EAC cost, Projected Cost Variance, and Projected Cost Variance % are dependent upon the data mart rate table (nbi_proj_res_rates_and_costs) being populated to calculate the ETC cost portion of EAC cost. This table is populated by running the 
    Rate Matrix Extraction
     job.
 
Report Properties
 
The following values list the report properties
:
 
 
Name
: Project Cost and Effort
 
Resource ID
: CSK_PRJ_ProjectCostAndEffort
 
Description
: Project Management (PMO Accelerator)
 
Folder
:
Clarity
/Reports/Project Management/Project Cost and Effort
 
Path
: /ca_ppm/reports/project_management/CSK_PRJ_ProjectCostAndEffort
 
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 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
Work Status
workStatusKey_1
Multiple-select
query
Work Status
workStatusKey_1
No
Detail Level
detailLevel
Single-select
list of values
Detail Level
detailLevel
Yes
Assignment
Include Inactive Projects?
includeInactiveProjects
Boolean
Include Inactive Projects?
includeInactiveProjects
No
Unchecked
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:
 
Work Status
: Requested, Active, On Hold, Cancelled, Complete
 
Detail Level
: Project, Phase, Task, Assignment
 
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 Work Status parameter is associated to the Work Status lookup in
    Clarity
    . This lookup is configurable so lookup values can be added, modified, or deactivated.
  • Th report has a Detail Level parameter that allows you to control how much of the work breakdown structure you display in the report. The Detail Level parameter works as follows:
    •  
      Project
      . Projects and subprojects display. 
    •  
      Phase
      . Projects, subprojects, and summary tasks at the top level of the work breakdown structure display. Summary tasks are tasks which have at least one child task or subproject in the work breakdown structure.
    •  
      Task
      . Projects, subprojects, summary tasks, and detail tasks display. Summary tasks are tasks that have at least one child task or subproject in the work breakdown structure. Detail tasks are tasks that do not have any child tasks or subprojects.
    •  
      Assignments
      . Projects, subprojects, summary tasks, detail tasks, and resource assignments on detail tasks display.
  • 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, work breakdown structure phase or task name, assigned resource name, cost amounts, and effort amounts. The cost and effort amounts include: BAC, actual, EAC, projected variance, and projected variance %. The cost amounts at the project, phase, task, and assignment level include labor and non-labor. The effort amounts at the project, phase, and task level include labor only. The effort amounts at the assignment level include labor and non-labor. This is consistent with how 
Classic PPM
 displays these amounts on the project, task, and assignment properties.
If the project has a subproject, then the subproject displays in the report and the subproject is identified with a subproject icon to the right of the subproject name. The work breakdown structure and assigned resources of the subproject also display. Programs and templates are excluded. This report contains the following calculations:
  •  
    Projected Cost Variance
    . The projected cost variance field is on the project and displays the variance between the EAC cost and baseline cost.
    Formula
    :
    ((ETC Cost + Actual Cost (ACWP)) - BAC Cost)
    Database view and column
    :
    dwh_inv_summary_facts.eac_base_cost_var
  •  
    Projected Cost Variance %
    . The projected cost variance % field is on the project and displays a stoplight indicating the projected cost variance as a percentage of BAC cost. Projected Cost Variance % stoplight color is determined as follows:
    Green. The EAC cost is less than or equal to the baseline.
    Yellow. The EAC cost is between one and ten percent over baseline.
    Red. The EAC cost is more than ten percent over baseline.
    Gray No baseline data exists.
    Formula:
    (((ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
    Database view and column:
    dwh_inv_summary_facts.eac_base_cost_pct
    Projected Effort Variance
    . The projected effort variance field is on the project and displays the variance between the EAC effort and baseline effort.
    Formula:
    (EAC Effort – BAC Effort)
    Database view and column:
    dwh_inv_summary_facts.eac_base_hours_var
  •  
    Projected Effort Variance %
    . The projected effort variance % field is on the project and displays a stoplight indicating the projected effort variance as a percentage of BAC effort. Projected Effort Variance % stoplight color is determined as follows:
    Green. The EAC effort is less than or equal to the baseline.
    Yellow. The EAC effort is between one and ten percent over baseline.
    Red. The EAC effort is more than ten percent over baseline.
    Gray. No baseline data exists.
    Formula:
    ((EAC Effort – BAC Effort) / BAC Effort) * 100
    Database view and column:
    dwh_inv_summary_facts.eac_base_hours_pct
 
Report Security:
Security is determined by project view rights.