Investment Change Request Register

ccppmop1593
The Investment Change Request Register report displays comprehensive information for each investment change request. The report only includes investments where the Risk, Issues and Change modules are available. The report details can be grouped by investment or not grouped.
Report Prerequisites
Verify that you have completed the following prerequisites before you run this report:
  • The investment must have at least one change request for the project to display in the report.
  • The change request properties must have fields such as description, change in cost, change in schedule, change in resources, category, expected close, approved by, approved date, and originating ID completed for them to display data in the report. The change request name, change request ID, priority, status, and owner are required in
    Classic PPM
     so they always display data.
Report Properties
The following values list the report properties
:
Name:
Investment Change Request Register
Resource ID:
CSK_INV_ChangeRequestRegister
Description:
Investment Management (PMO Accelerator)
Folder:
Clarity
/Reports/Investment Management/Investment Change Request Register
Path:
/ca_ppm/reports/investment_management/CSK_INV_ChangeRequestRegister
Data Source:
Classic PPM
 Data Warehouse Bean Data Source
Report Parameter Options
The following values list the report properties.
Prompt Text
Parameter Name
Type
Input Control Name
Input Control Resource ID
Mandatory
Default Value
Investment OBS Type
investmentOBSTypeKey_1
Single-select
Query
Investment OBS Type
investmentOBSTypeKey_1
No
Investment OBS Unit
investmentOBSUnitKey_1
Single-select
Query
Investment OBS Unit
investmentOBSUnitKey_1
No
Investment Type
investmentTypeKey_1
Multiple-select
Query
Investment Type
investmentTypeKey_1
No
Investment Manager
investmentManagerKey_1
Multiple-select
Query
Investment Manager
investmentManagerKey_1
No
Investment
investmentKey_1
Multiple-select
Query
Investment
investmentKey_1
No
Investment Status
investmentStatusKey_1
Multiple-select
Query
Investment Status
investmentStatusKey_1
No
Work Status
workStatusKey_1
Multiple-select
Query
Work Status
workStatusKey_1
No
Change Request Priority
changePriorityKey_1
Multiple-select
Query
Change Request Priority
changePriorityKey_1
Yes
Low, Medium, and High
Change Request Status
changeStatusKey_1
Multiple-select
Query
Change Request Status
changeStatusKey_1
Yes
Open, Work in Progress, and Resolved
Sort By
sortChangeRequest
Single-select
List of Values
Sort By
sortChangeRequest
Yes
Created Date
Group By
groupInvestment
Single-select
List of Values
Group By
groupInvestment
Yes
Project
Show Notes?
showNotes
Boolean
Show Notes?
showNotes
No
Checked
Include Programs?
includePrograms
Boolean
Include Programs?
includePrograms
No
Checked
Include Inactive Investments?
includeInactiveInvestments
Boolean
Include Inactive Projects?
includeInactiveInvestments
No
Unchecked
Database Schema
ppmDBSchema
Hidden
Not applicable
Yes
Passed
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:
Work Status:
Requested, Active, On Hold, Cancelled, Complete
Change Request Priority:
Low, Medium, High
Change Request Status:
Open, Work in Progress, Resolved, Closed
Sort By:
ID, Created Date, Expected Close Date
Group By:
No Grouping, Project
Parameter Explanations
The following list describes the parameters:
  •   The Investment OBS Type is a cascading parameter that determines which units are listed in the Investment OBS Unit parameter. This parameter is not used to directly control which investments display in the report
  •   The Investment OBS Unit parameter displays values that are based on the selected Investment OBS Type. When you select an OBS unit in this parameter, the report displays the investments 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 Classic PPM. This lookup is configurable so lookup values can be added, modified, or deactivated.
  •   The report has an Include Programs parameter to include programs. If the parameter is checked, then program change requests are included in the report. If the parameter is not checked, then program 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 change request ID in ascending order.
    Created Date.
    This option sorts the report by the create date in descending order.
    Expected Close Date.
    This option sorts the report by the expected close date in ascending order.
  • The investment statuses are displayed based on the existing investment statuses in the environment such as test, dev, or prod. For example, if there are investments with only Approved status, then only the Approved investment status displays.
  • 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 change requests so do not select this value if you do not want to group the report.
    Project
    . This option groups the change requests by the project.
Report Fields and Calculations
The report displays the change request ID, created date, change request name, change in cost, change in schedule, change in resources, category, status, investment name, owner, description, expected close date, approved by, approved date, priority, and originating ID. If the report is grouped by investment, then the investment name displays as a group heading instead of a column. Templates are excluded from the report.
Report Security
Security is determined by investment view rights.