Portfolio Plan Comparison

ccppmop158
The Portfolio Plan Comparison report is grouped by portfolio and displays distributed target and above waterline investment cost and role amounts. The report provides visibility into portfolio amounts, allowing a comparison of up to three portfolio plans. The change amount and change percentage for each plan, compared to portfolio, are presented. The following image displays the Portfolio Plan Comparison report with distributed target and above waterline investment cost totals.
 
Image displaying the Portfolio Plan Comparison report with distributed target and above waterline investment cost totals, metrics, and counts
 
 
Image displaying the Portfolio Plan Comparison report with distributed target and above waterline investment cost totals, metrics, and counts
 
 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:
 
  • You must have at least one portfolio created (
    Home/Portfolio Management -Portfolios
    ) when running the report or the report displays a message that there are no results that match your criteria.
  • You must have at least one portfolio plan created to compare a plan against the actual portfolio, otherwise the report displays portfolio amounts only.
  • The report has a parameter that allows you to compare the portfolio to the portfolio plan of record. The portfolio must have at least one portfolio plan marked as plan of record for the Compare Portfolio to Plan of Record parameter to work.
  • There must be distributed target amounts entered in the targets tab of the portfolio for the report to display distributed target amounts.
  • There must be at least one portfolio investment that is above the waterline on the waterlines tab of the portfolio for the report to display amounts in the following sections: Above Waterline Investment Totals, Above Waterline Investment Metrics, and Above Waterline Investment Counts.
  • The portfolio contents must be defined and the portfolio must be synchronized for the report to display investment data. The portfolio investment data is synchronized by running the 
    Synchronize portfolio investments
     job. This job provides a snapshot of the investment data included in a portfolio and portfolio plans. It copies data from the actual investment tables to the portfolio investment tables. The information that is copied depends on the attributes that are registered on the Portfolio Investment object Attribute Registry tab (
    Administration/Studio-Objects
    ). By default, the required portfolio investment attributes are included.
This job can be run manually or scheduled from a portfolio and Reports and Jobs (
Home/Personal-Reports and Jobs
). Only one portfolio can be selected at a time when running the job. You can run this job to synchronize the portfolio investments by clicking the Sync Schedule Manual link on the portfolio properties. This link opens the portfolio sync properties page, which has the option to schedule the sync (weekly or monthly recurrence) or to sync manually. If manual recurrence is selected and you click the Sync Now button, the portfolio will immediately sync. The same Sync Now button is also available on the Contents Editor and Targets tabs of the portfolio. Once the portfolio investments are synchronized, their data displays in the report. The portfolio investment data reflects the snapshot of investment data as of the Last Sync Date. The Last Sync Date displays under the Sync Schedule field on the portfolio properties.
  • The actual investments must have data for the portfolio sync to copy the data from the actual investments to the portfolio investments. They must have planned cost or budgeted cost and benefit amounts entered in the financial summary properties to sync these amounts to the portfolio and display in the above the waterline investment sections of the report. If the investments have detailed cost plans or budget plans and benefit plans created under the financial plans tab, then the planned or budgeted cost and benefit amounts on the financial summary properties will be read only and set according to the amounts in the detailed financial plans. In this case, the cost plan amount for the plan of record or approved budget amount, with associated benefits, displays on the financial summary properties and in the report.
    Note:
     These investment cost and benefit amounts can be manually entered or modified for plans in a portfolio.
  • The investments must have at least one resource or role on the investment team for the team member allocation demand amounts to sync to the portfolio and display in the above the waterline investment sections of the report.
    Note:
     These investment role allocation demand amounts can be manually entered or modified for plans in a portfolio.
  • The report does not require any time slice requests. The amounts are based on portfolio CLOB data. Portfolio CLOBs store the portfolio time phased data.
 
Report Properties
 
The following values list the report properties:
 
Name:
 Portfolio Plan Comparison
 
Resource ID:
 CSK_PFM_PortPlanComparison
 
Description:
 Portfolio Management (PMO Accelerator)
 
Folder:
 CA PPM/Reports/Portfolio Management/Portfolio Plan Comparison
 
Path:
 /ca_ppm/reports/portfolio_management/CSK_PFM_PortPlanComparison
 
Data Source:
 CA PPM 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
 
Portfolio OBS Type
portfolioOBSTypeKey_1
Single-select
Query
Portfolio OBS Type
portfolioOBSTypeKey_1
No
Portfolio OBS Unit
portfolioOBSUnitKey_1
Single-select
Query
Portfolio OBS Unit
portfolioOBSUnitKey_1
No
Portfolio Manager
portfolioManagerKey_1
Multiple-select
Query
Portfolio Manager
portfolioManagerKey_1
No
Portfolio Stakeholder
portfolioStakeholderKey_1
Multiple-select
Query
Portfolio Stakeholder
portfolioStakeholderKey_1
No
Portfolio
portfolioKey_1
Multiple-select
Query
Portfolio
portfolioKey_1
No
Portfolio Plan
portfolioPlanKey_1
Multiple-select
Query
Portfolio Plan
portfolioPlanKey_1
No
Financial Plan Type
financialPlanTypeKey_1
Single-select
List of Values
Financial Plan Type
financialPlanTypeKey_1
Yes
Planned
Compare Portfolio to Plan of Record?
comparePortfolioToPlanOfRecord
Boolean
Compare Portfolio to Plan of Record?
comparePortfolioToPlanOfRecord
No
Unchecked
Include Inactive Portfolios?
includeInactivePortfolios
Boolean
Include Inactive Portfolios?
includeInactivePortfolios
No
Unchecked
Database Schema
ppmDBSchema
Hidden
Not applicable
Yes
Passed through 
Clarity PPM
 
UI Theme
ppmUserUITheme
Hidden
Not applicable
Yes
Passed through 
Clarity PPM
 
Language
ppmUserLanguage
Hidden
Not applicable
Yes
Passed through 
Clarity PPM
 
User ID
ppmUser
Hidden
Not applicable
Yes
Passed through 
Clarity PPM
 
 
Parameter Lookup Values
 
The following values list the lookup values:
 
 
Financial Plan Type:
 Budget, Planned
 
Parameter Explanations
 
The following list describes the parameters:
 
  • The Portfolio OBS Type is a cascading parameter that determines which units are listed in the Portfolio OBS Unit parameter. This parameter does not directly control which portfolios display in the report.
  • The Portfolio OBS Unit parameter displays values based on the Portfolio OBS Type selected. When you select an OBS unit in this parameter, the report displays the portfolios that are attached to the OBS unit and descendants of the unit you select.
  • The Compare Portfolio to Plan of Record parameter compares each portfolio to the portfolio plan marked as the Plan of Record, if there is one. This allows you to run the report comparing portfolio amounts to plan of record amounts, without having to browse and select specific plans for the comparison.
  • The Portfolio Plan parameter allows you to select specific portfolio plans to display in the report. The report supports comparing up to three plans for each portfolio. If you select more than three plans for one portfolio, the report displays the plan that is marked as the plan of record and the two most recently created plans. If there is no plan of record, the report displays the three most recently created plans of the plans you selected. The parameter uses the same logic if you do not select any plans in the parameter; it displays plan of record first and then the most recent plans.
  • The Financial Plan Type parameter allows you to select which type of financial cost and benefit to include in the report: budgeted or planned. This option is available because sometimes cost plans are implemented without budgets, so this parameter gives you the flexibility to select which plan type to show in the report. The Financial Plan Type parameter works as follows:
    Budget
    –The budgeted cost and benefit amounts in the report are from the investment financial summary properties. These fields are populated from the approved budget plan, if there is a detailed budget plan on the investment, and its associated benefit plan.
    Planned
    –The planned cost and benefit amounts in the report are from the investment financial summary properties. These fields are populated from the cost plan that is the plan of record, if there is a detailed cost plan on the investment, and its associated benefit plan. 
 
Report Fields and Calculations
 
The report is grouped by portfolio and displays the following four sections for each portfolio: distributed target totals, above waterline investment totals, above waterline investment metrics, and above waterline investment counts. Each section displays the following columns: description of the line item, portfolio amounts, and portfolio plan amounts. The portfolio plan amounts are followed by change amount and % columns, which indicate if the plan amount is an increase or decrease to the portfolio amount. The report supports comparing up to three plans. You can select any number of plans, up to three plans. If you select more than three plans, the report displays the plan that is marked as the plan of record and the two most recently created plans that are not the plan of record. If there is no plan of record, the report displays the three most recently created plans. From left to right in the report, the plans are displayed in this order: plan of record (if it exists) and then any other plans sorted in descending order of most recent to oldest.
The distributed target totals section includes the following line items: total cost, capital cost, operating cost, benefit, role overall total, listing of each individual role included in the portfolio targets, role total, and role variance. The above waterline investment totals section includes the following line items: planned cost, planned capital cost, planned operating cost, planned benefit, listing of each individual role included in the portfolio targets, Other Roles line item for additional investment roles not included in the targets, and role total. The above waterline investment metrics section includes the following line items: planned NPV, planned cost per role, planned benefit per role, and planned profit per role. The above waterline investment counts section includes the following line items: all investments and each investment type included in the portfolio.
The amounts that display in the report are amounts that fall within the portfolio planning horizon, which is the time window between the portfolio start and finish dates. For portfolio plan amounts, the portfolio planning horizon is the time window between the portfolio plan start and finish dates. Any distributed target or investment amounts outside this time window are not included in the report. This aligns with the amounts displayed in portfolios, which are also subject to the planning horizon. For investment amounts, the report has the option to display planned or budgeted amounts depending on the financial plan type parameter selected. The investment amounts shown in the report represent amounts from investments that are above the waterline in the portfolio.
Investments are considered above the waterline if they are ranked, through ranking rules or manual ranking, above the waterline. The waterline placement is determined by the primary constraint or it can be manually set.  When you first access the Waterlines view, investment ranking is based on the following criteria: approval status and finish date. Approved investments are ranked higher than unapproved investments and appear at the top of the list. Next, investments are sorted by finish dates. Investments with earlier finish dates are ranked higher than investments with later finish dates. While the primary constraint determines where the waterline appears in the list, the ranking determines which investments appear above or below the waterline. You can rank investments by manually dragging and dropping investments above and below the waterline, editing the rank number, or defining and running ranking rules.
This report contains the following calculations:
 
Change
. The change amount field is the variance between the portfolio plan and portfolio amounts to determine if the plan amount is an increase or decrease to the portfolio amount.
 
Formula:
 
Portfolio Plan – Portfolio
 
%
. The change % is the variance between the portfolio plan and portfolio amounts, displayed as a percentage of the portfolio amount.
 
Formula:
 
((Portfolio Plan – Portfolio) / Portfolio) * 100
 
Distributed Target Total Section
 
 
Role: Total
. This total is the sum of the individual roles included in the portfolio targets.
 
Role: Variance. 
This variance is the difference between the role overall total and role total amounts.
 
Formula:
 
Role: Overall Total – Role: Total
 
Above Waterline Investment Totals Section
 
 
Role: Other Roles
. This amount is the sum of the allocation amounts for any roles on investments in the portfolio that are not individually added to the portfolio targets.
 
Role: Total
. This total is the sum of the individual roles included in the portfolio targets and the Other Roles .
 
Above Waterline Investment Metrics Section
 
 
Planned Cost per Role
. This cost is the planned cost amount divided by the role total amount.
 
Formula:
 
Planned Cost / Role: Total
 
Planned Benefit per Role
. This amount is the planned benefit amount divided by the role total amount.
 
Formula:
 
Planned Benefit / Role: Total
 
Planned Profit per Role
. This amount is the planned benefit amount minus the planned cost amount, divided by the role total amount.
 
Formula:
 
(Planned Benefit - Planned Cost) / Role: Total
 
Report Security and Technical Details
 
Security is determined by portfolio view rights.