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 is you work with the following:

Requirements
Parameters
Project Approval

Indicates the approval status of the projects you want included on the report.

Project Name

Indicates the project or projects whose data will be reported on. Click the Browse icon and select the projects from the list that appears.

Project Manager

Indicates the manager or managers whose projects are to appear on the report.

Status

Indicates whether a project is active or inactive. Click the appropriate status in the field.

Reporting Currency

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

Investment Type

Indicates the investment types that are to be included on the report. You can select multiple investment types.

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 amount budgeted for the project.

Database Tables and Columns:

nbi_project_current_facts.cost_budget_total

Budget Hours

Displays the number of hours budgeted for the project.

Database Tables and Columns:

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.

Database Tables and Columns:

Maximum of odf_change_v2.priority_code

Cost Variance

Displays the percentage of variance from the budget cost.

Calculation: ((EAC Cost - Budget Cost)/ Budget Cost) x 100)

Database Tables and Columns:

This is a calculated field. For more information, see the report's SQL statement.

Currency Code

Displays the currency for the project totals.

Database Tables and Columns:

nbi_project_current_facts.currency_code

EAC Cost

Displays the estimate at completion (EAC) in cost.

Calculation: ETC Total Cost + Total Actual Cost

Database Tables and Columns:

This is a calculated field. For more information, see the report's SQL statement.

EAC Hours

Displays the estimate at completion (EAC) in hours.

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

Database Tables and Columns:

This is a calculated field. For more information, see the report's SQL statement.

Finish Date

Displays the scheduled finish date for the project.

Database Tables and Columns:

inv_investments.schedule_finish

Finish Variance

Displays the difference between the scheduled finish date and the actual finish date.

Calculation: (Base Finish Date - Finish Date).

Database Tables and Columns:

This is a calculated field. For more information, see the report's SQL statement.

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

Database Tables and Columns:

This is a calculated field. For more information, see the report's SQL statement.

Issues

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

Database Tables and Columns:

Maximum of odf_issue_v2.priority_code

OBS

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

Database Tables and Columns:

nbi_dim_obs.obs_unit_id

Progress

Displays using a progress bar how complete the project is.

Database Tables and Columns:

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.

Database Tables and Columns:

nbi_project_current_facts.manager_last_name

nbi_project_current_facts.manager_first_name

Project Name

Displays the name of project being reported on.

Database Tables and Columns:

nbi_project_current_facts. project_name

Risk

Displays the open risks for a project using stoplights. See the legend on the report for stoplight values.

Database Tables and Columns:

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.

Database Tables and Columns:

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.

Database Tables and Columns:

Based on Hours Variance.

S3

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

Database Tables and Columns:

Based on Cost Variance.

S4

Displays the schedule variance using stoplights. See the legend on the report for stoplight values.

Database Tables and Columns:

nbi_project_current_facts.currency_code

Start Date

Displays the date the project started.

Database Tables and Columns:

inv_investments.schedule_start

Start Variance

Displays the difference between the scheduled start and the actual start of a project.

Calculation: (Base Start Date - Start Date).

Database Tables and Columns:

This is a calculated field. For more information, see the report's SQL statement.