Project Status Report List

ccppmop1581
The Project Status Report List report displays schedule dates, work status, and status report indicators across projects. The report can be grouped by several different options including: Portfolio Category, Overall Status, Project Type, Stage, Project Manager, Sponsor, and OBS Level. The columns that display in the report change based on the grouping option selected. The overall status summary pie chart displays the percentage of projects with each overall status color. The column chart displays the number of projects for each overall status color and is grouped by the option that is selected when running the report.
The following image displays the Project Status Report List report with schedule dates, work status, and status report indicators across projects.
Image displaying the Project Status Report List report with schedule dates, work status, and status report indicators across projects.
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.
  • The project properties must have fields such as project manager, work status, stage, and status reporting completed to display data in the report. The project name, start date, and finish date are required in 
    Classic PPM
    so they always display data.
  • The status report date and the stoplight indicators are based on the most recent project status report so at least one status report must be completed on the project for these fields to display data. 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 status report indicators display gray stoplights if the project does not have a status report meeting these conditions.
Report Properties
The following values list the report properties
:
Name
: Project Status Report List
Resource ID
: CSK_PRJ_StatusReportList
Description
: Project Management (PMO Accelerator)
Folder
:
Clarity
/Reports/Project Management/Project Status Report List
Path
: /ca_ppm/reports/project_management/CSK_PRJ_StatusReportList
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
Portfolio Category 1
portfolioCategoryKey_1
Single-select
query
Portfolio Category 1
portfolioCategoryKey_1
No
Portfolio Category 2
portfolioCategoryKey_2
Single-select
query
Portfolio Category 2
portfolioCategoryKey_2
No
Portfolio Category 3
portfolioCategoryKey_3
Single-select
query
Portfolio Category 3
portfolioCategoryKey_3
No
Portfolio Category 4
portfolioCategoryKey_4
Single-select
query
Portfolio Category 4
portfolioCategoryKey_4
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
Yes
Work Status
workStatusKey_1
Multiple-select
query
Work Status
workStatusKey_1
No
Overall Status
overallStatus
Multiple-select
list of values
Overall Status
overallStatus
Yes
Red, Yellow, Green, Gray
Status Reporting
statusReportingKey_1
Multiple-select
query
Status Reporting
statusReportingKey_1
Yes
Required
Group By
groupCategoryOBSOverallStatus
Single-select
list of values
Group By
groupCategoryOBSOverallStatus
Yes
No Grouping
Include Programs?
includeProgram
Boolean
Include Programs?
includeProgram
No
Checked
Include Inactive Projects?
includeInactiveProjects
Boolean
Include Inactive Projects?
includeInactiveProjects
No
Unchecked
Show Graph?
showGraph
Boolean
Show Graph?
showGraph
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
Work Status
: Requested, Active, On Hold, Cancelled, Complete
Overall Status
: Red, Yellow, Green, Gray
Status Reporting
: Not Required, Optional, Required
Group By
: No Grouping, Portfolio Category 1-4, Overall Status, Project Type, Stage, Project Manager, Sponsor, OBS Level 1-10
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 Portfolio Category 1-4 parameters are associated to the Portfolio Category 1-4 lookups in
    Classic PPM
    . These lookups are configurable so lookup values can be added, modified, or deactivated.
  • 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 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 column chart or projects so select this value if you do not want to group the report.
  • Portfolio Category 1-4
    . This option groups the column chart and projects by portfolio category. The portfolio category fields are associated to lookups that do not include any values and can be configured to support your categorizations. The portfolio categories are configurable lookups so values can be added, modified, or deactivated.
  • Overall Status
    . This option groups the column chart and projects by the overall status color of the most recent status report.
  • Project Type
    . This option groups the column chart and projects by the project type. The values for project type are: Major Project, Application Change, and Infrastructure Deployment. The project type is a configurable lookup so values can be added, modified, or deactivated. 
  • Stage
    . This option groups the column chart and projects by stage. The stage is a configurable lookup so values can be added, modified, or deactivated. You can find the stage lookup by filtering on Lookup Name = 'Investment Type' or Source = 'Static Dependent List' (
    Administration/Data Administration-Lookups
    ).
  • Project Manager
    . This option groups the column chart and projects by project manager. 
  • Sponsor. This option groups the column chart and projects by sponsor.
  • OBS Level 1-10
    . This option groups the column chart and projects by OBS level and requires that you select a unit in the project OBS parameter to group by an OBS level. The project OBS parameter and grouping by an OBS level work with one another. The project OBS parameter determines which OBS you group by when you select a group by level. You can group by any OBS level from 1 to 10, which is the maximum number of levels for an OBS supported in the product. OBS level 1 is the top level in the hierarchy and OBS level 10 is bottom level in the hierarchy. When you group by an OBS level, the projects that are attached to OBS units at the level you select and any units below the level you select are rolled up to the group by level of the report.
    If you group by an OBS level that is lower in the hierarchy, then the report groups the projects by this level (for example , OBS Level 4). If projects are associated to units above level 4 (for example, projects are attached to levels 2 and 3), then the projects that are associated to units higher in the hierarchy display in the report in an Undefined grouping. The Undefined grouping indicates that there is no OBS unit that is defined for the project for the level by which you are grouping.
    If you group by an OBS level but you do not select a unit in the project OBS parameter, then the report returns results. However, the report does not group by an OBS level because it relies on the project OBS parameter to determine which OBS to use for grouping.
  • The Include Programs parameter controls whether program status reports display. If the parameter is checked, the report displays program status reports. If the parameter is not checked, the program status reports do not 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.
  • The Show Graph parameter controls whether the Overall Status charts display on the report. If the parameter is checked, the charts display at the top of the report. If the parameter is not checked, the charts do not display.
To align with the enhanced productivity introduced in
Clarity
15.x, we updated the 14.4 PMO Accelerator. Starting with Release 14.4 and higher, the following changes appear in report status lookups, portlets, and reports:
  • Green
    : On Track
  • Orange
    : Needs Help (the former default value was
    Minor Variance
    )
  • Red
    : At Risk (the former default value was
    Significant Variance
    )
The documentation may refer to the previous values, even in 15.x releases. This is intentional. The explanations are still valid for new and existing users. Existing users can verify how the subtle changes appear after an upgrade. New users can understand how the values relate to the magnitude of the variance. Also note that your values and display mappings may vary.
Report Fields and Calculations
If the report is grouped by stage, then the report displays the following columns: project name, project manager, start date, finish date, work status, report date, status reporting, and status report indicators. If the report is grouped by project manager, then the report displays the following columns: project name, project manager, start date, finish date, work status, stage, report date, status reporting, and status report indicators. If the report is grouped by any other option, then the report displays the following columns: project name, project manager, start date, finish date, stage, report date, status reporting, and status report indicators. When the show graph parameter is checked, the report also includes a pie chart and a column chart. The overall status summary pie chart displays the percentage of projects, grouped by the overall status color of their most recent status report. The column chart displays the number of projects for each overall status color and is grouped by the option that is selected when running the report. This report contains the following calculations from the most recent status report. The status report with the greatest report date and a report status of final, or no value that is selected for report status, is considered the most recent status report.
  • Overall.
    This is the overall status field from the project status report. The overall status is a calculated field in 
    Classic PPM
    that is the sum of the schedule status, scope status, and cost and effort status fields on the status report. The stoplight color is determined as follows:
    Green= On Track (< 40)
    Yellow= Minor Variance (>=40 and <90)
    Red= Significant Variance (>= 90)
    Gray= No status report exists with a report status of final, or no value that is selected for report status
Database view and column:
dwh_inv_status_report.overall_status
  • Schedule
    . This is the schedule status field from the project status report. The schedule status is determined by the selection of the On Track, Minor Variance, or Significant Variance status option. The stoplight color is determined as follows:
    Green= On Track (10)
    Yellow= Minor Variance (20)
    Red= Significant Variance (30)
    Gray= No status report exists with a report status of final, or no value that is selected for report status
Database view and column:
dwh_inv_status_report.sr_schedule_status_key
  • Scope.
    This is the scope status field from the project status report. The scope status is determined by the selection of the On Track, Minor Variance, or Significant Variance status option. The stoplight color is determined as follows:
    Green= On Track (10)
    Yellow= Minor Variance (20)
    Red= Significant Variance (30)
    Gray= No status report exists with a report status of final, or no value that is selected for report status
Database view and column:
dwh_inv_status_report.sr_scope_status_key
  • Cost and Effort
    . This is the cost and effort status field from the project status report. The cost and effort status is determined by the selection of the On Track, Minor Variance, or Significant Variance status option. The stoplight color is determined as follows:
    Green= On Track (10)
    Yellow= Minor Variance (20)
    Red= Significant Variance (30)
    Gray= No status report exists with a report status of final, or no value that is selected for report status
Database view and column:
dwh_inv_status_report.sr_cost_effort_status_key
Report Security
Security is determined by project view rights.