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 is you work with the following:
Note: See the Demand Management User Guide for more information.
Note: See the Project Management User Guide for more information.
Note: See the Resource Management User Guide for more information.
Note: See the IT Service Management User Guide for more information.
Indicates the approval status of the projects you want included on the report.
Indicates the project or projects whose data will be reported on. Click the Browse icon and select the projects from the list that appears.
Indicates the manager or managers whose projects are to appear on the report.
Indicates whether a project is active or inactive. Click the appropriate status in the field.
Defines the currency type that appears on the report for amounts and totals.
Indicates the investment types that are to be included on the report. You can select multiple investment types.
Displays the number of hours charged to the project for the time period selected.
nbi_project_current_facts.actual_hours
Displays the amount budgeted for the project.
nbi_project_current_facts.cost_budget_total
Displays the number of hours budgeted for the project.
nbi_project_current_facts.budget_hours
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
Displays the percentage of variance from the budget cost.
Calculation: ((EAC Cost - Budget Cost)/ Budget Cost) x 100)
This is a calculated field. For more information, see the report's SQL statement.
Displays the currency for the project totals.
nbi_project_current_facts.currency_code
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 scheduled finish date for the project.
inv_investments.schedule_finish
Displays the difference between the scheduled finish date and the actual finish date.
Calculation: (Base Finish Date - Finish Date).
This is a calculated field. For more information, see the report's SQL statement.
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 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
Displays the organizational breakdown structure for the projects on the report.
nbi_dim_obs.obs_unit_id
Displays using a progress bar how complete the project is.
odf_inv_v.stage
odf_inv_v.stage_number
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
Displays the name of project being reported on.
nbi_project_current_facts. project_name
Displays the open risks for a project using stoplights. See the legend on the report for stoplight values.
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.
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).
Displays the hour variance of a project using stoplights. See the legend on the report for stoplight values.
Based on Hours Variance.
Displays using a stoplight the cost variance between the budgeted cost and the EAC cost. See the legend on the report for stoplight values.
Based on Cost Variance.
Displays the schedule variance using stoplights. See the legend on the report for stoplight values.
nbi_project_current_facts.currency_code
Displays the date the project started.
inv_investments.schedule_start
Displays the difference between the scheduled start and the actual start of a project.
Calculation: (Base Start Date - Start Date).
This is a calculated field. For more information, see the report's SQL statement.
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