Crystal Reports › Project Storyboard Report

Project Storyboard Report

Description

This report allows project managers to obtain monthly status reporting for project stakeholders. Each section in the report displays information about risks, issues, finances, and schedule status related to the project.

Data divides into the following sections:

• Project Storyboard information
• Labor Effort
• Financial Performance
• Current Risks and Issues
• Project Risks
• More Risks
• Project Analysis

The Report Fields section describes the fields for each of the previous sections.

The following links are available from the report:

• Links to more issues and more risks that take you to the Issues and Risks section for this project in CA Clarity PPM. Only a limited number of issues and risks display on the report. Use the links to view additional risks and issue items.
• Link to the full project plan that drills you down to the task list page for the project in CA Clarity PPM. This page contains the complete task list details. Only a limited number of key tasks can display on the report. Use this link or the More link to look for additional key tasks. The totals compute for all tasks, if not for all the key tasks list.

Prerequisites

The project requires being active (either approved or unapproved) with the following information defined:

• Start/finish dates
• Project description
• Project manager
• Simple budget or approved financial plan
• Project status
• Detailed task lists (WBS)
• Actuals for at least one time period
• Risks and issues defined for the project

See the Project Management User Guide for more information.

Parameters

Report Name

Indicates the names of the report.

Project Manager

Indicates the manager whose projects appear on the report.

Project

Indicates the project to report data about.

OBS Unit

Indicates the OBS unit to filter the report.

Pie Chart

The report contains a pie chart that shows the sum of all risks and issues. Each pie slice displays the percentages of high priority, medium priority, and low priority risks and issues.

Report Fields

Project Name

Displays the name of the project for the report.

Database Tables and Columns:

Inv_investments.name

Project Manager

Displays the name of the project manager.

Database Tables and Columns:

Inv_investments.manager_id

Approval Status

Displays the approval status for the project. The value calculates using the following formula: (IF INV_INVESTMENTS.approvedtime IS NULL THEN Unapproved else Approved)

Database Tables and Columns:

Inv_investments.approvedtime

Start Date

Displays the original start date for the project.

Database Tables and Columns:

Inv_projects.prbasestart

Finish Date

Displays the original finish date for the project.

Database Tables and Columns:

inv_projects.prbasefinish

Project Description

Displays a description for the project.

Database Tables and Columns:

inv_investments.description

Project Status

Displays the schedule status for the project.

Database Tables and Columns:

inv_investments.status_comment

Total Effort

Indicates the total effort value for the project in days.

Database Tables and Columns:

prassignment.practsum+prassignment.prestsum

Actuals

Displays the actuals effort value for the project.

Database Tables and Columns:

prassignment.practsum

Estimate to Complete

Displays the estimated effort value to complete the project.

Database Tables and Columns:

prassignment.prestsum

Baseline

Displays the baseline value for the project.

Database Tables and Columns:

prj_baseline_details.usage_sum

Baseline Variance

Displays the variance in the baseline and the total effort for the project

Calculation: (Baseline - Total Effort)

Database Tables and Columns:

Calculated field. For more information, see the SQL statement for the report.

Remaining Allocation

Displays the remaining allocation value in hours for the project.

Database Tables and Columns:

prj_blb_slices.slice where slice_request_id = 10

Allocation Variance

Displays the difference between Remaining Allocation and Total Effort for the project.

Calculation: (Remaining Allocation - Total Effort)

Database Tables and Columns:

Calculated field. For more information, see the report statement for the report.

ROI

Displays the return on investment value for the project.

Database Tables and Columns:

List

Budget Benefit

Displays the budgeted benefit value for this project.

Database Tables and Columns:

List

Budget Cost

Displays the budgeted cost value for the project.

Database Tables and Columns:

List

Actual Cost

Displays the actual cost value for this project.

Database Tables and Columns:

List

EAC Cost

Displays the expected total cost value for the project based on performance.

Database Tables and Columns:

List

Budget EAC Variance

Displays the difference between the Budget Cost and EAC Cost Value.

Database Tables and Columns:

List

Current Risks and Issues

Displays a pie chart listing the number of risks and issues associated with a project.

Database Tables and Columns:

Calculated field. For more information, see the SQL statement for the report.

Risk ID

Displays a unique identifier assigned to the issue for tracking.

Database Tables and Columns:

List

Risk Description

Displays a short description of the issue.

Database Tables and Columns:

List

Target

Displays the date this issue was targeted to be resolved.

Database Tables and Columns:

List

Assigned to

Displays the name of the user assigned to the risk.

Database Tables and Columns:

List

Task Name

Displays the task name for each project milestone.

Database Tables and Columns:

prtask.prname

Start

Displays the start date for each associated task name.

Database Tables and Columns:

prtask.prstart

Finish

Displays the finish date for each associated task name.

Database Tables and Columns:

prtask.prfinish

% Complete

Displays the percentage completed for each associated task name.

Database Tables and Columns:

prtask.prpctcomplete

Status

Displays the status for each associated task name.

Database Tables and Columns:

prtask.prstatus

Planned Value

Displays the rolled up planned value for each task under each milestone.

Database Tables and Columns:

prj_baseline_details.cost_sum

Actual Cost

Displays the rolled up actual costs of each task under each milestone.

Database Tables and Columns:

case when srm_resources.resource_type < 2

then (prassignment.practsum/3600) / niku.prj_hpd_factor_fct()

else prassignment.practsum

end * npr.project_cost_rate

Earned Value

Displays the rolled up BCWP (Budgeted Cost of Work Performed to date) for each task under each milestone.

Database Tables and Columns:

prtask.prpctcomplete * prj_baseline_details.cost_sum

More information:

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