Crystal Reports Stock Report Descriptions › Portfolio Alignment Report

Portfolio Alignment Report

This report indicates how a portfolio of projects is aligned to company priorities based on a consistent project scoring mechanism. The report contains graphics that displays:

• The distribution of total investment an organization has already made and currently scheduled
• How the resources of an organization scheduled to spend time based on the goal alignment scores.

Requirements

• Projects, services, or other investment types exist in CA Clarity PPM.
• If you are using the project goals and alignment activity features, displays the project scoring data and graphics.

See the Project Management User Guide for more information.

Parameters

End Date

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 the relevant relative date from the drop-down list.

Investment Type

Indicates the project of the investment type to include in the report. Click the Browse icon and select the investment type from the list.

Manager

Indicates the manager whose projects are included in the report.

OBS Unit

Indicates the OBS unit by which the report is filtered.

Plan Type

Indicates the plan type to filter the report. Select the plan type from the drop-down list in the field.

Project Approval

Indicates the approval status of the projects to include in the report.

Reporting Currency

Indicates the currency of the financial information.

Start Date

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. Then, select the relative date from the drop-down list.

Charts

• Alignment by Budget shows the distribution of projects according to cost (bubble size), risk (color), alignment (horizontal axis), and goal (vertical axis).
• Alignment by Effort shows the distribution of projects according to effort (bubble size), risk (color), alignment (horizontal axis) and goal (vertical axis).

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

Alignment Score

Displays how well an investment is aligned to the 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 business goal. This value is assigned and can be changed on the properties page for an investment.

Database Tables and Columns:

nbi_project_current_facts. goal_score

Budget Cost

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.

Database Tables and Columns:

nbi_project_forecast.cost_budget_total

Budget Hours

Displays the number of hours budgeted for the project.

Database Tables and Columns:

nbi_project_current_facts.budget_hours

Cost Variance

Displays the difference between the budgeted cost and the estimate at complete (EAC) cost.

Calculation: Budgeted Cost - Estimated Cost at Completion

Database Tables and Columns:

(nbi_project_forecast.cost_budget_total) – (nbi_project_current_facts.cost_act_total +

nbi_project_current_facts.cost_etc_total)

EAC Cost

Displays the estimate at completion (EAC) in cost.

Calculation: ETC Total Cost + Total Actual Cost

Database Tables and Columns:

A calculated field. For more information, see the report SQL statement.

EAC Hours

Displays the estimate at completion (EAC) in hours.

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

Database Tables and Columns:

A calculated field. For more information, see the report SQL statement.

Forecast Cost

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.

Database Tables and Columns:

fin_financials.forecast_cst_total

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:

A calculated field. For more information, see the report SQL statement.

Manager

Displays the name of the manager whose projects are being reported.

Database Tables and Columns:

nbi_project_current_facts.manager_last_name

nbi_project_current_facts.manager_first_name

Project

Displays the project being reported on.

Database Tables and Columns:

nbi_project_current_facts. project_name

Risk

Displays using stoplights if a project is at risk. Mouseover a stoplight to see a tooltip about the stoplight.

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.