Project Risk, Issue, and Change Summary

ccppmop1581
The Project Risk, Issue, and Change Summary report includes two sets of pie charts. The first set displays the number of risks and issues by target resolution date and the number of change requests by expected close date. The second set displays the number of risks, issues, and change requests by status. The report also includes a detail listing of risks, issues, and change requests with the following information: name, ID, priority, status, category, owner, created date, and target resolution or expected close date. The report detail can  be grouped by project or not grouped.
The following image displays the first page of the Project Risk, Issue, and Change Summary report with charts.
 
Image displaying the first page of the Project Risk, Issue, and Change Summary report with charts.
 
 The following image displays the second page of the Project Risk, Issue, and Change Summary report with details.
 
Image displaying the second page of the Project Risk, Issue, and Change Summary report with details.
 
 
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 must have at least one risk for the project to display in the risk section of the report.
  • The project must have at least one issue for the project to display in the issue section of the report.
  • The project must have at least one change request for the project to display in the change request section of the report.
  • Risks, issues, and change requests must have the target resolution or expected close date completed for them to be classified as late or not late in the pie graphs. If these dates are not completed, they are included in the "No Date Entered" category.
 
Report Properties
 
The following values list the report properties:
 
Name:
 Project Risk, Issue, and Change Summary
 
Resource ID:
 CSK_PRJ_RiskIssueChangeSummary
 
Description:
 Project Management (PMO Accelerator)
 
Folder:
 
Clarity
/Reports/Project Management/Project Risk, Issue, and Change Summary
 
Path:
 /ca_ppm/reports/project_management/CSK_PRJ_RiskIssueChangeSummary
 
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
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
Risk, Issue and Change Request Priority
riskIssueChangePriorityKey_1
Multiple-select
Query
Risk, Issue and Change Request Priority
riskIssueChangePriorityKey_1
Yes
Low, Medium, and High
Risk, Issue and Change Request Status
riskIssueChangeStatusKey_1
Multiple-select
Query
Risk, Issue and Change Request Status
riskIssueChangeStatusKey_1
Yes
Open, Work in Progress, and Resolved
Sort By
sortRiskIssueChangeRequest
Single-select
List of Values
Sort By
sortRiskIssueChangeRequest
Yes
Created Date
Group By
groupProject
Single-select
List of Values
Group By
groupProject
Yes
Project
Show Risks?
showRisks
Boolean
Show Risks?
showRisks
No
Checked
Show Issues?
showIssues
Boolean
Show Issues?
showIssues
No
Checked
Show Change Requests?
showChangeRequests
Boolean
Show Change Requests?
showChangeRequests
No
Checked
Include Programs?
includePrograms
Boolean
Include Programs?
includePrograms
No
Checked
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:
 
Project Type:
 Major Project, Application Change, Infrastructure Deployment
 
Work Status:
 Requested, Active, On Hold, Cancelled, Complete
 
Risk, Issue, and Change Request Priority:
 Low, Medium, High
 
Risk, Issue, and Change Request Status:
 Open, Work in Progress, Resolved, Closed
 
Sort By:
 ID, Created Date, TargetResolution, or Expected Close Date
 
Group By:
 No Grouping, Project
 
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 directly which projects display in the report.
  • The Project OBS Unit parameter displays values that are based on 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 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 following parameters allow you to control whether the corresponding section displays in the report: Show Risks, Show Issues, and Show Change Requests.
  • The report has an Include Programs parameter to include programs. If the parameter is checked, then program risks, issues, and change requests are included in the report. If the parameter is not checked, then program risks, issues, and 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 risk, issue, or change request ID in ascending order.
    Created Date. 
    This option sorts the report by the create date in descending order.
    Target Resolution or Expected Close Date. 
    This option sorts the report by the target resolution or expected close date in ascending order.
  • 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 risks, issues, and change requests so select this value if you do not want to group the report.
    Project
    . This option groups the risks, issues, and change requests by the project.
  • 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 has three parameters that determine the pie charts that display on the first page and the sections that display in the detail listing.
  • If the show risks parameter is checked, the report displays two pie charts on the first page showing the risk distribution by target resolution date and status. The report also displays a listing of individual risks with the following information: project name, project ID, risk name, risk ID, calculated risk, priority stoplight, status, category, owner, created date, and target resolution date. If the report is grouped by project, then the project name and ID display as a group heading instead of columns.
  • If the show issues parameter is checked, the report displays two pie charts on the first page showing the issue distribution by target resolution date and status. The report also displays a listing of individual issues with the following information: project name, project ID, issue name, issue ID, priority stoplight, status, category, owner, created date, and target resolution date. If the report is grouped by project, then the project name and ID display as a group heading instead of columns.
  • If the show change requests parameter is checked, the report displays two pie charts on the first page showing the charge request distribution by expected close date and status. The report also displays a listing of individual change requests with the following information: project name, project ID, change request name, change request ID, priority stoplight, status, category, owner, created date, and expected close date. If the report is grouped by project, then the project name and ID display as a group heading instead of columns. Templates are excluded from the report.
This report contains the following calculations:
  •  
    Priority
     The priority field is based on the priority of the risk, issue, or change request and includes the following values for rating priority: low, medium, and high. The stoplight color is determined as follows:
    Green= Low
    Yellow= Medium
    Red= High
    •  
      Calculated Risk
      . Calculated risk is a score that is based on risk probability and impact, which have the following levels: low (1), medium (2), and high (3).
      Formula: 
      Probability * Impact
      Calculated risk background color is determined as follows:
      Red= The calculated risk is greater than the system-level risk threshold.
      White= The calculated risk is equal to or less than the system-level risk threshold.
      The system-level risk threshold is defined in 
      Classic PPM
       Administration (Administration, Project Management, Risk Settings).
 
Database view and column:
dwh_rim_risk.rim_probability_key
dwh_rim_risk.rim_impact_key
dwh_rim_risk.is_above_threshold
 
Report Security
 
Security is determined by project view rights.