Investment Status Report List

ccppmop1593
The Investment Status Report List report displays schedule dates, work status, and status report indicators across investments. The report can be grouped by several different options including Portfolio Category, Overall Status, Stage, Investment Manager, 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 investments with each overall status color. The column chart displays the number of investments for each overall status color and is grouped by the option that is selected when running the report. The report only includes investments where the Risk, Issues, and Change modules are available.
The following image displays the Investment Status Report List report with schedule dates, work status, and status report indicators across investments.
Linked
Report Prerequisites
Verify that you have completed the following prerequisites before you run this report:
  • 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 investment does not have any prerequisites to 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 investment does not have any prerequisites to display in the report.
  • The status report date and the stoplight indicators are based on the most recent investment status report so at least one status report must be completed on the investment for these fields to display data. The status report with the greatest report date and 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 investment does not have a status report meeting these conditions.
Report Properties
The following values list the report properties
:
Name:
Investment Status Report List
Resource ID:
CSK_INV_StatusReportList
Description:
Investment Management (PMO Accelerator)
Folder:
Clarity
/Reports/Investment Management/Investment Status Report List
Path:
/ca_ppm/reports/investment_management/CSK_INV_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
Investment OBS Type
projectOBSTypeKey_1
Single-select
Query
Investment OBS Type
projectOBSTypeKey_1
No
Investment OBS Unit
projectOBSUnitKey_1
Single-select
Query
Investment OBS Unit
projectOBSUnitKey_1
No
Portfolio Category 1
portfolioCategoryKey_1
Multiple-select
Query
Portfolio Category 1
portfolioCategoryKey_1
No
Portfolio Category 2
portfolioCategoryKey_2
Multiple-select
Query
Portfolio Category 2
portfolioCategoryKey_2
No
Portfolio Category 3
portfolioCategoryKey_3
Multiple-select
Query
Portfolio Category 3
portfolioCategoryKey_3
No
Portfolio Category 4
portfolioCategoryKey_4
Multiple-select
Query
Portfolio Category 4
portfolioCategoryKey_4
No
Investment Type
investmentTypeKey_1
Multiple-select
Query
Investment Type
investmentTypeKey_1
No
Investment Manager
investmentManagerKey_1
Multiple-select
Query
Investment Manager
investmentManagerKey_1
Yes
Created Date
Investment
investmentKey_1
Multiple-select
query
Investment
investmentKey_1
Yes
Investment Status
investmentStatusKey_1
Multiple-select
query
Investment Status
investmentStatusKey_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
Group By
groupCategoryOBSOverallStatus
Single-select
list of values
groupCategoryOBSOverallStatus
No Grouping
Include Inactive Investments?
includeInactiveInvestments
Boolean
Include Inactive Investments?
includeInactiveInvestments
No
Unchecked
Show Graph?
showGraph
Boolean
Show Graph?
showGraph
No
Checked
Database Schema
ppmDBSchema
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:
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, Stage, Investment Manager, OBS Level 1-10
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 control directly which investments display in the report.
  • The Investment OBS Unit parameter displays values that are based on the Investment OBS Type selected. 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 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 Work Status parameter is associated to the Work Status lookup in Classic PPM. This lookup is configurable so lookup values might be added, modified, or deactivated.
  • The report has an Include Programs parameter to include programs. If the parameter is checked, then program risks are included in the report. If the parameter is not checked, then program risks are not included in the report.
  • 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 risks so you should select this value if you do not want to group the report.
    Portfolio Category 1-4
    . This option groups the column chart and investments 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 investments by the overall status color of the most recent status report.
  • Stage
    . This option groups the column chart and investments by stage. The stage is a configurable lookup so values can be added, modified, or deactivated.
  • Investment Manager
    . This option groups the column chart and investments by investment manager.
  • OBS Level 1-10
    . This option groups the column chart and investments by OBS level and requires that you select a unit in the Investment OBS parameter to group by an OBS level. The Investment OBS parameter and grouping by an OBS level work with one another. The Investment 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 the bottom level in the hierarchy. When you group by an OBS level, the investments 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 the level of the report. If you group by an OBS level that is lower in the hierarchy, then the report groups the investments by this level (for example, OBS Level 4). If investments are associated to units above level 4 (for example, investments are attached to levels 2 and 3), then the investments that are associated with 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 investment for the level by which you are grouping. If you group by an OBS level but you do not select a unit in the Investment OBS parameter, then the report returns results. However, the report does not group by an OBS level because it relies on the Investment 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 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 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.
Report Fields and Calculations
If the report is grouped by stage, then the report displays the following columns: investment name, investment manager, start date, finish date, work status, report date, and status report indicators. If the report is grouped by investment manager, then the report displays the following columns: investment name, investment manager, start date, finish date, work status, stage, report date, and status report indicators. If the report is grouped by any other option, then the report displays the following columns: investment name, investment manager, start date, finish date, stage, report date, 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 investments, grouped by the overall status color of their most recent status report. The column chart displays the number of investments 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 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.sr_schedule_status_key
  • Schedule
    . This is the schedule status field from the 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
  • Cost and Effort. This is the cost and effort status field from the 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 investment view rights.