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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:
See the Demand Management User Guide for more information.
See the Project Management User Guide for more information.
See the Resource Management User Guide for more information.
See the IT Service Management User Guide for more information.
Indicates the approval status of the projects to include in the report.
Indicates the project or projects to include in the report. Click the Browse icon and select the projects from the list.
Indicates the managers whose projects require reporting.
Indicates the status of resource timesheets to include on the report. You can select multiple statuses.
Defines the currency type that appears on the report for amounts and totals.
Indicates the project of the investment type to include in the report. Click the Browse icon and select the investment type from the list.
Displays the number of hours charged to the project for the time period selected.
nbi_project_current_facts.actual_hours
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 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 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 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
A calculated field. For more information, see the report SQL statement.
Displays the estimate at completion (EAC) in hours.
Calculation: Estimate to Complete (ETC) Hours + Actual Hours
A calculated field. For more information, see the report SQL statement.
Displays the finish date for the task.
prtask.prfinish
Displays any difference between the planned finish date and the actual finish date, or the date of the report.
A calculated field. For more information, see the report 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
A calculated field. For more information, see the report 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 to generate a report.
nbi_project_current_facts. project_name
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.
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 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.
Displays the schedule variance using stoplights. See the legend on the report for stoplight values.
nbi_project_current_facts.currency_code
Displays the start date for the task, phase, or milestone.
prtask.prstart
Displays the difference between the planned start date and the actual start date, or the date of the report.
A calculated field. For more information, see the report SQL statement.
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