PMO Status Report Review

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Use the Status Report Review page in the PMO Accelerator to review summary and detailed information about status reports, including late and missing status reports, across projects. To access this page, open Home, and from Dashboards, select Status Report Review.
The image shows the PMO Accelerator Status Report Review page.
This page includes the following tabs:
2
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Status Report Listing
The Status Report Listing page provides information about all status reports associated to projects. The Status Report Listing includes the Status Report Listing Portlet. Use the page-level filter to filter the portlet by project OBS or project manager.
Status Report Listing Portlet
The Status Report Listing portlet displays project status reports, including the status report update and indicators. Use this portlet to compare the overall status, schedule, scope, and cost and effort indicators on status reports across projects. There is an Include Programs filter option that allows you to include programs in the portlet. By default, this filter option is set to Yes, which means program status reports are displayed in the portlet list.
To access this portlet, open Home, and from Dashboards, select Status Report Review.
The image shows the PMO Accelerator Status Report Listing portlet.
The following fields appear on this portlet:
  • Project
    Displays the project name. Click a project name to view the properties page of the project.
  • Manager
    Displays the project manager name.
  • Overall Status
    Displays a stoplight indicating how the project is doing overall. The metric is based on the Overall Status stoplight in the status report.
    • Stoplights:
    • Green. The overall status of the project is on track.
    • Yellow. A minor variance in the overall status of the project exists.
    • Red. A significant variance in the overall status of the project exists.
  • Status Report Update
    Displays the status report update entered on the status report. Click the status report update to view the status report properties page.
  • Report Date
    Displays the report date entered for the status report.
  • Report Status
    Displays the report status. The report status field includes the following values: draft or final.
  • Schedule
    Displays a stoplight indicating whether or not the project schedule is on track. The metric is based on the Schedule section in the status report.
    • Stoplights:
    • Green. The project schedule is on track.
    • Yellow. The project schedule has a minor variance.
    • Red. The project schedule has a significant variance.
  • Scope
    Displays a stoplight indicating whether or not the project scope is on track. The metric is based on the Scope section in the status report.
    • Stoplights:
    • Green. The project scope is on track.
    • Yellow. A minor variance in the project scope exists.
    • Red. A significant variance in the project scope exists.
  • Cost and Effort
    Displays a stoplight indicating whether or not the project cost and effort are on track. The metric is based on the Cost and Effort section in the status report.
    • Values:
    • Green. The cost and effort of the project are on track.
    • Yellow. A minor variance in the cost and effort of the project exists.
    • Red. A significant variance in the cost and effort of the project exists.
You can add the following additional fields to this portlet using the configure option:
  • Change Explanation
  • Cost and Effort Explanation
  • Current Phase
  • Deliverable Scope Changed
  • Finish Date
  • Key Accomplishments
  • Latest Report
  • Next Milestone on Track
  • Progress
  • Project Affected By External Factors
  • Project Category
  • Project ID
  • Project Objective Changed
  • Project Type
  • Review Approval Problems
  • Scope Change Required
  • Staffing/Availability Issues
  • Stage
  • Start Date
  • Status
  • Status Reporting
  • Status Report Name
  • Upcoming Activities
  • Variance Explanation
  • Work Status
To align with the enhanced productivity introduced in the CA PPM 15.x New User Experience, 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.
Late and Missing Status Reports
The Late and Missing Status Reports page provides information about projects that have late status reports and projects that do not have at least one status report completed on the project. By default, the days since last report considers seven days in the past based on the current date. The Late and Missing Reports includes the following portlets:
Use the page-level filter to filter all portlets at once by project OBS and project manager.
The image shows the PMO Accelerator Late and Missing Status Reports page.
Late Status Reports Portlet
The Late Status Reports portlet displays information about projects that have late status reports. Use this portlet to identify projects that are supposed to have status reports completed, but do not have them completed since the last report date. This portlet filters to only include projects with the status reporting field set to optional or required, indicating status reports are supposed to be completed on the project. By default, the days since last report considers seven days in the past based on the current date.
There is an Include Programs filter option that allows you to include programs in the portlet. By default, this filter option is set to Yes, which means program late status reports are displayed in the portlet list.
To access this portlet, open Home, and from Dashboards, select Status Report Review and click Late and Missing Status Reports tab.
The image shows the PMO Accelerator Late Status Reports portlet.
The following fields appear on this portlet:
  • Report Date
    Displays the report date entered for the status report. Click the date to view the status report properties page.
  • Project
    Displays the project name. Click a project name to view the properties page of the project.
  • Manager
    Displays the project manager name.
  • Status Reporting
    Displays the status reporting value selected on the project. The status reporting field determines whether status reports are required on the project and includes the following values: not required, optional, or required. This field is configured to display on the Project Summary properties.
  • Project Type
    Displays the project type.
  • Work Status
    Displays the work status of the project. The work status field includes the following values: requested, active, on hold, canceled, or complete. This field is configured to display on the Project Summary properties.
You can add the following additional fields to this portlet using the configure option:
  • Finish Date
  • Progress
  • Project Category
  • Project ID
  • Stage
  • Start Date
  • Status
Missing Status Reports Portlet
The Missing Status Reports portlet displays information about projects that do not have at least one status report completed on the project. Use this portlet to identify projects that are supposed to have status reports completed, but do not have any status reports completed on the project. This portlet filters to only include projects with the status reporting field set to optional or required, indicating status reports are supposed to be completed on the project.
There is an Include Programs filter option that allows you to include programs in the portlet. By default, this filter option is set to Yes, which means program missing status reports are displayed in the portlet list.
To access this portlet, open Home, and from Dashboards, select Status Report Review and click Late and Missing Status Reports tab.
The image shows the PMO Accelerator Missing Status Reports portlet.
The following fields appear on this portlet:
  • Project
    Displays the project name. Click a project name to view the properties page of the project.
  • Manager
    Displays the project manager name.
  • Status Reporting
    Displays the status reporting value selected on the project. The status reporting field determines whether status reports are required on the project and includes the following values: not required, optional, or required. This field is configured to display on the Project Summary properties.
  • Project Type
    Displays the project type.
  • Work Status
    Displays the work status of the project. The work status field includes the following values: requested, active, on hold, canceled, or complete. This field is configured to display on the Project Summary properties.
You can add the following additional fields to this portlet using the configure option:
  • Finish Date
  • Progress
  • Project Category
  • Project ID
  • Stage
  • Start Date
  • Status
To configure portlets with the additional fields listed on this page, see under
Getting Started with Classic CA PPM
in the
Using
section.