Project Status Summary

ccppmop1581
The Project Status Summary report displays summary information about a project, including current stage, overall status, key accomplishments, upcoming activities, the cost and amount of resources that are consumed, mapped risks indicating categories with a high number of risks, and a high-level Gantt chart displaying information about the project phases and key milestones.
The following image displays the Project Status Summary report with key accomplishments, upcoming activities, costs and resources, risks, and key milestones.
Image displaying the Project Status Summary report with key accomplishments, upcoming activities, costs and resources, risks, and key milestones.
This report runs numerous queries to retrieve the data necessary to populate the report. Avoid running this report without parameters and try to limit the results to reasonable amounts of data. Otherwise, you may experience performance issues.
Report Prerequisites
Verify that you have completed the following prerequisites before you run this report:
  • Run the
    Load Data Warehouse
    and
    Load Data Warehouse Access Rights
    jobs. If the data warehouse is not populated, most of the report parameters do not display options and the report displays a message indicating that there are no matching records. 
  • The Overall Status, Status Report Date, Key Accomplishments, and Upcoming Activities are based on the most recent project status report. At least one status report must be completed on the project for the indicators to calculate and for the information in the frames to appear. The status report with the greatest report date and a report status of
    final
    , or no value selected, is considered the most recent.
  • The project must have a baseline for Cost and Resource to display data in the report.
Report Properties
The following list shows the report properties:
Name
: Project Status Summary
Resource ID
: CSK_PRJ_ProjectStatusSummary
Description
: Project Management (PMO Accelerator)
Folder
:
Clarity
/Reports/Project Management/Project Status Summary
Path
: /ca_ppm/reports/project_management/CSK_PRJ_ProjectStatusSummary
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
Gantt Start Date
ganttStartDate
Single Value
Date
Gantt Start Date
ganttStartDate
Yes
Start of Current Month
Period Type
periodTypeAll
Single-select
List of Values
Period Type
periodTypeAll
Yes
Month
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 list contains the lookup values:
Work Status
: Requested, Active, On Hold, Canceled, Complete
Period Type
: Week, Month, Quarter, Year
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 directly control which projects display in the report.
  • The Project OBS Unit parameter displays values 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 Work Status parameter is associated to the Work Status lookup in PPM. This lookup is configurable so lookup values might be added, modified, or deactivated.
  • The Gantt Start Date parameter allows you to control the project phases and key milestones that display in the report. Phases and key milestones beginning on or after the start date entered are displayed in the report.
  • The report has a Period Type parameter that allows you to change the display periods of the Gantt.
    Week
    –The Gantt displays ten weeks. Each week starts on Monday.
    Month
    –The Gantt displays ten months.
    Quarter
    –The Gantt displays ten quarters.
    Year
    –The Gantt displays ten years.
  • 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 overall status, status report date, key accomplishments, and upcoming activities from the latest project status report. The trending arrow shows the current overall status that is compared to the overall status of a previous status report. If there is no previous status report or if there is no variance, the indicator displays a rightward arrow.
The report includes two gauges showing cost and resource allocation burning rates against baseline. The cost amounts are calculated based on actual costs against baseline costs to date. The resource allocation amounts are calculated based on posted actuals against baseline efforts to date. The report also includes a radar chart displaying number of risks by risk category. Tasks are excluded by default. Phases and milestones are included. Programs and templates are excluded.
The report displays the work breakdown structure phase or milestone name, and a ten period Gantt schedule. The Gantt color is determined by the schedule %.
This report contains the following calculations:
  • Overall Status
    –This 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. The stoplight color is determined as follows:
    Green= On Track (<40)
    Yellow= Minor Variance (>=40 and <90)
    Red= Significant Variance (>=90)
    The trending arrow is determined as follows:
    Upwards= Overall Status better than the previous Overall Status
    Rightwards= No variance
    Downwards= Overall Status worse than the previous Overall Status
Database view and column:
dwh_inv_status_report.overall_status
  • Schedule % Task calculation–
    Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
    The task calculation takes into account the task status and baseline (if a baseline exists). The color of the stoplight indicates if the task is on schedule or late. Schedule % stoplight and Gantt bar color is determined as follows:
    Green= On Schedule (<=0)
    Yellow= Between 1 and 10 % Late (>0 and <=10)
    Red= More Than 10 % Late (>10)
    Gray= Assignment level Gantt bar is gray.
Report Security and Technical Details
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 14.4 Release Notes
in the 14.4 edition of the English documentation set.