CA Clarity PPM Basics User Guide

Investment Status Report

Investment Status Report

This report produces a listing of investments and key investment attributes. You can run this report to view a list all active investments associated with a specific resource manager.

Run this report to work with the following:

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Application Management

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Asset Management

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Demand Management

See the Demand Management User Guide for more information.

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Project management

See the Project Management User Guide for more information.

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Resources

See the Resource Management User Guide for more information.

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Service Management

See the IT Service Management User Guide for more information.

Requirements

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Investments required in CA Clarity PPM.

To use the OBS Unit parameter to filter the report, add at least one OBS to the system. In addition, assign an OBS unit to the programs or projects.

Parameters

Project Approval

Indicates the approval status of the projects to include in the report.

Project Name

Indicates the project or projects to include in the report. Click the Browse icon and select the projects from the list.

Project Manager

Indicates the managers whose projects require reporting.

Status

Indicates the status of resource timesheets to include on the report. You can select multiple statuses.

Reporting Currency

Defines the currency type that appears on the report for amounts and totals.

Appendix B: Crystal Reports Stock Report Descriptions 133


Investment Type

Indicates the project of the investment type to include in the report. Click the

Browse icon and select the investment type from the list.

Report Fields

Actual Hours

Displays the number of hours charged to the project for the time period selected.

Database Tables and Columns:

nbi_project_current_facts.actual_hours

Budget Cost

Displays the budgeted cost for a project or any other investment. The budget cost is based on the budget cost plan. If no detailed budget exists, the budget cost is taken from planned cost.


nbi_project_forecast.cost_budget_total

Budget Hours

Displays the number of hours budgeted for the project.


nbi_project_current_facts.budget_hours

Changes

Displays the level of changes for a project using stoplights. See the legend in the report for stoplight values.


Maximum of odf_change_v2.priority_code

Cost Variance

Displays the difference between the budgeted cost and the estimate at complete

(EAC) cost.

Calculation: Budgeted Cost - Estimated Cost at Completion


(nbi_project_forecast.cost_budget_total) –

(nbi_project_current_facts.cost_act_total + nbi_project_current_facts.cost_etc_total)

134 Basics User Guide


Currency Code

Displays the currency for the project totals.


nbi_project_current_facts.currency_code

EAC Cost

Displays the estimate at completion (EAC) in cost.

Calculation: ETC Total Cost + Total Actual Cost


A calculated field. For more information, see the report SQL statement.

EAC Hours

Displays the estimate at completion (EAC) in hours.

Calculation: Estimate to Complete (ETC) Hours + Actual Hours



Finish Date

Displays the finish date for the task.


prtask.prfinish

Finish Variance

Displays any difference between the planned finish date and the actual finish date, or the date of the report.



Hours Variance

Displays the difference between the hours budgeted for a project and the hours that are estimated at completion.

Calculation: Budgeted Hours - Estimate at Completion Hours





Issues

Displays the level of open issues for a project using stoplights. See the legend on the report for stoplight values.


Maximum of odf_issue_v2.priority_code

OBS

Displays the organizational breakdown structure for the projects on the report.


nbi_dim_obs.obs_unit_id

Progress

Displays using a progress bar how complete the project is.


odf_inv_v.stage odf_inv_v.stage_number

Project Manager

Displays the name of the manager whose projects are being compared against set goals.


nbi_project_current_facts.manager_last_name nbi_project_current_facts.manager_first_name

Project Name

Displays the name of project to generate a report.


nbi_project_current_facts. project_name

136 Basics User Guide


Risk

Displays using stoplights if a project is at risk. Mouseover a stoplight to see a tooltip about the stoplight.


If the Investment type is “Project” then

(inv_projects.rcf_flexibility * 1.0 + inv_projects.rcf_funding * 1.0 + inv_projects.rcf_human_interface * 1.0 + inv_projects.rcf_implementation * 1.0 + inv_projects.rcf_interdependency * 1.0 + inv_projects.rcf_objectives * 1.0 + inv_projects.rcf_org_culture * 1.0 + inv_projects.rcf_resource_avail * 1.0 + inv_projects.rcf_sponsorship * 1.0 + inv_projects.rcf_supportability * 1.0 + inv_projects.rcf_technical * 1.0) / (11.0)

For other investment types, the value is taken from inv_investment.risk.

S1

Displays the overall health of the project using a stoplight. See the legend on the report for stoplight values.


Based on budget flags (S2 and S3).

S2

Displays the hour variance of a project using stoplights. See the legend on the report for stoplight values.


Based on Hours Variance.

S3

Displays the cost variance between the budgeted cost and the EAC cost using a spotlight. See the legend on the report for stoplight values.


Based on Cost Variance.


CA Clarity PPM Basics User Guide

Investment Status Report

Investment Status Report

Appendix B: Crystal Reports Stock Report Descriptions 133

Investment Status Report

134 Basics User Guide

Investment Status Report

Appendix B: Crystal Reports Stock Report Descriptions 135

Investment Status Report

136 Basics User Guide

Investment Status Report

Appendix B: Crystal Reports Stock Report Descriptions 137

Key Features

Frequently Answers and Questions

How do I access the global search tool in CA Clarity PPM?

What kind of reports can I run in CA Clarity PPM?

How can I update my personal information in CA Clarity PPM?

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