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Project Schedule

Last update April 24, 2019

The Project Schedule report lists projects, and any subprojects, with their work breakdown structure and resource assignments. You control the level of detail for the report—project, phase, task, or assignment. The report also includes a Gantt chart covering six time periods, which might be week, month, quarter, or year.

The following image displays a Project Schedule report that shows a project, phases, and tasks.

The image displays the Project Schedule report with project, phases, and tasks.

Report Prerequisites

Verify that you have completed the following prerequisites before you run this report: 

  • The Load Data Warehouse and Load Data Warehouse Access Rights jobs must be run before you run this report. If the Data Warehouse is not populated, the report displays a message that there are no matching records. Also, most of the report parameters do not display options.
  • For the WBS and resources to display in the report, the project must have tasks with resource assignments in the Gantt.

Report Definition

The following values list the report properties:

Name: Project Schedule

Resource ID: CSK_PRJ_ProjectSchedule

Description: Project Management (PMO Accelerator)

Folder: CA PPM/Reports/Project Management/Project Schedule

Path: /ca_ppm/reports/project_management/CSK_PRJ_ProjectSchedule

Data Source: CA PPM Data Warehouse Bean Data Source

Report Parameters

The following table lists the report parameter options: 

Prompt Text
Parameter Name

Type

Input Control Name
Input Control Resource ID

Mandatory
Default Value

Project OBS Type

projectOBSTypeKey_1

Single-select

Query

Project OBS Type

projectOBSTypeKey_1

No

Project OBS Unit

projectOBSUnitKey_1

Single-select

Query

Project OBS Unit

projectOBSUnitKey_1

No

Project Manager

projectManagerKey_1

Multiple-select

Query

Project Manager

projectManagerKey_1

No

Project

projectKey_1

Multiple-select

Query

Project

projectKey_1

No

Project Status

projectStatusKey_1

Multiple-select

Query

Project Status

projectStatusKey_1

No

Work Status

workStatusKey_1

Multiple-select 

 Query

Work Status

workStatusKey_1

No

Detail Level

detailLevel

Single-select

List of Values

Detail Level

detailLevel

Yes

Task

Gantt Start Date

ganttStartDate

Single Value

Date

Gantt Start Date

ganttStartDate

Yes

Start of Current Month

Period Type

periodTypeAll

Single-select

List of Values

Period Type

periodTypeAll

Yes

Month

Only Include Tasks Within Gantt Date Range?

onlyIncludeTasksWithinGanttDateRange

Boolean

Only Include Tasks Within Gantt Date Range?

onlyIncludeTasksWithinGanttDateRange

No

Unchecked

Include Inactive Projects?

includeInactiveProjects

Boolean

Include Inactive Projects?

includeInactiveProjects

No

Unchecked

Database Schema

dwhDBSchema

Hidden Not applicable

Yes

Passed through Clarity PPM

UI Theme

ppmUserUITheme

Hidden Not applicable

Yes

 Passed through Clarity PPM

Language

ppmUserLanguage

Hidden Not applicable

Yes

 Passed through Clarity PPM

User ID

ppmUser

Hidden Not applicable

Yes

 Passed through Clarity PPM

Parameter Lookup Values

Work Status:  Requested, Active, On Hold, Cancelled, Complete
Detail Level:  Project, Phase, Task, Assignment
Period Type:  Week, Month, Quarter, Year

Parameter Explanations

The following list describes the parameters:

  • The Project OBS Type is a cascading parameter and determines which units are listed in the Project OBS Unit parameter. This parameter is not used to control which projects display in the report.
  • The Project OBS Unit parameter displays values that are based on the Project OBS Type selected. When you select an OBS unit in this parameter, the report displays the projects that are attached to the OBS unit and descendants of the unit you select.
  • The Work Status parameter is associated to the Work Status lookup in CA PPM. This lookup is configurable so lookup values might be added, modified, or deactivated.
  • The report has a Detail Level parameter that allows you to control how much of the work breakdown structure you display in the report. The Detail Level parameter works as follows:

Project. Projects and subprojects display.

Phase. Projects, subprojects, and summary tasks at the top level of the work breakdown structure display. Summary tasks are tasks which have at least one child task or subproject in the work breakdown structure.

Task. Projects, subprojects, summary tasks, and detail tasks display. Summary tasks are tasks that have at least one child task or subproject in the work breakdown structure. Detail tasks are tasks that do not have any child tasks or subprojects.

Assignment. Projects, subprojects, summary tasks, detail tasks, and resource assignments on detail tasks display.

  • The report has a Period Type parameter that allows you to change the display periods of the Gantt.

Week. The Gantt displays six weeks. Each week starts on the day of the week that is defined in the First Day of Work Week field in Clarity (Administration/Project Management-Settings).
Month. The Gantt displays six months.
Quarter. The Gantt displays six quarters.
Year. The Gantt displays six years.

  • The project statuses are displayed based on the existing project statuses in the environment such as test, dev, or prod. For example, if there are projects with only Approved status, then only the Approved project status displays.

Report Fields and Calculations

The report displays the project name, work breakdown structure phase or task name, assigned resource name, project start date, project finish date, schedule % indicator, days late, and a six period Gantt schedule. The Gantt color is determined by the schedule % for the project, phases, and tasks. The Gantt color at the assignment level is gray because schedule % is not calculated at the assignment level.

If the project has a subproject, then the subproject will display in the report and is identified with a subproject icon to the right of the subproject name. The work breakdown structure and assigned resources of the subproject also display. Programs and templates are excluded.

This report contains the following calculations:

  • Schedule %

Project calculation: Displays a stoplight indicating days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the project progress and baseline (if a baseline exists). The color of the stoplight indicates if the project is on schedule or late.

Task calculation: Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation. The task calculation takes into account the task status and baseline (if a baseline exists). The color of the stoplight indicates if the task is on schedule or late.

Assignment calculation: There is no calculation for resource assignments so the schedule % stoplight does not display for resources.

Schedule % stoplight and Gantt bar color:

Green= On schedule (<=0)
Yellow= Between 1 and 10 % late (>0 and <=10)
Red= More than 10 % late (>10)
Gray = Assignment level Gantt bar is gray

  • Days Late: Displays the number of days late considering the following:
  • Whether a baseline exists
  • Project progress or task status

If a baseline exists, days late is calculated as project or task finish date minus baseline finish date. A positive number indicates that the project or task is late according to the baseline. A negative number indicates that it is early according to the baseline.

If a baseline exists and the project or task finish date is the same as the baseline finish date, then the project or task is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project or task finish date.

If there is no baseline, then days late is calculated if the project or task is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project or task finish date.

There is no calculation for resource assignments so the days late is not populated. 

Schedule stoplight color:

Green= On schedule (<=0)
Yellow= Between 1 and 10 days late (>0 and <=10)
Red= More than 10 days late (>10)

Report Security

Security is determined by project view rights.

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