This report indicates how a portfolio of projects is aligned with a company's priorities based on a consistent project scoring mechanism. The report contains graphics that provide views of:
Note: See the Project Management User Guide for more information.
Defines the end date of the report. To select a specific end date, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date, select the Relative Date option and select the relative date that applies from the drop-down list for the field.
Indicates which investment type's projects are be included on the report. Click the Browse icon and select the investment type from the list that appears.
Indicates the manager whose projects are to appear on the report.
Indicates the OBS unit by which the report is filtered.
Indicates the plan type to filter the report by. Select the plan type from the drop-down list in the field.
Indicates the approval status of the projects you want included on the report.
Indicates the currency in which the financial information will display.
Defines the start date of the report. To select a specific day, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date such as Start of Next Month, select the Relative Date option and select the relative date that applies from the drop-down list for the field.
Displays the number of hours charged to the project for the time period selected.
nbi_project_current_facts.actual_hours
Displays how well an investment is aligned with the organization's business goal. This value displays in the form of a stoplight symbol (red, yellow, or green). The stoplight is a range defined as red (0–33), yellow (34–67) and green (68-100). Alignment score of 100 indicates the investment is in perfect alignment with the organization's business goal. This value is assigned and can be changed on the properties page for an investment.
nbi_project_current_facts. goal_score
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
Displays the number of hours budgeted for the project.
nbi_project_current_facts.budget_hours
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)
Displays the estimate at completion (EAC) in cost.
Calculation: ETC Total Cost + Total Actual Cost
This is a calculated field. For more information, see the report's SQL statement.
Displays the estimate at completion (EAC) in hours.
Calculation: Estimate to Complete (ETC) Hours + Actual Hours
This is a calculated field. For more information, see the report's SQL statement.
Displays the forecast cost for a project or any other investment. Forecast is based on the plan or record (POR) cost plan. If no POR exists, forecast is equal to planned cost.
fin_financials.forecast_cst_total
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
This is a calculated field. For more information, see the report's SQL statement.
Displays the name of the manager whose projects are being reported on.
nbi_project_current_facts.manager_last_name
nbi_project_current_facts.manager_first_name
Displays the project being reported on.
nbi_project_current_facts. project_name
Displays using stoplights whether a project is at risk. Mouse over a stoplight to see a tooltip on what the stoplight represents.
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.
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