Skip to content
CA PPM - 15.5
Documentation powered by DocOps

Project or Program Roadmap

Last update April 24, 2019

The Project or Program Roadmap report lists milestones and their Gantt schedule covering a timeframe, which might be twelve months or four quarters. The report can be grouped by up to three options, which can be any combination of the following grouping options: Manager, Project, Program, and OBS Level. The grouping options determine how milestones are rolled up.

The following image shows the Project or Program Roadmap report listing milestones and their Gantt schedules covering a timeframe.

The image shows the Project or Program Roadmap report listing milestones and their Gantt schedules covering a timeframe.

Important! This report runs numerous queries to retrieve the data necessary to populate the report. Avoid running this report without parameters and try to limit the results to reasonable amounts of data. Else, you can experience performance issues.

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.
  • Milestones must have the milestone and key task fields selected to display in the report.

Report Definition

The following values list the report properties:

Name: Project or Program Roadmap

Resource ID: CSK_PRJ_Roadmap

Description: Project Management (PMO Accelerator)

Folder: CA PPM/Reports/Project Management/Project or Program Roadmap

Path: /ca_ppm/reports/project_management/CSK_PRJ_Roadmap

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 or Program OBS Type

projectProgramOBSTypeKey_1

Single-select

Query

Project OBS Type

projectProgramOBSTypeKey_1

No

Project or Program OBS Unit

projectProgramOBSUnitKey_1

Single-select

Query

Project OBS Unit

projectProgramOBSUnitKey_1

No

Project or Program Manager

projectProgramManagerKey_1

Multiple-select

Query

Project Manager

projectProgramManagerKey_1

No

Project or Program

projectProgramKey_1

Multiple-select

Query

Project

projectProgramKey_1

No

Project Status

projectStatusKey_1

Multiple-select

Query

Project Status

projectStatusKey_1

No

Approved, Cancelled, On Hold, Unapproved

Start Date

ganttStartDate

Single Value

Date

Gantt Start Date

ganttStartDate

Yes

Start of Current Quarter

Period Type

periodTypeMonthQuarter

Single-select

List of Values

Period Type

periodTypeMonthQuarter

No

Quarter

Group By 1

groupManagerProgramOBS1

Single-select

List of Values

Group By 1

groupManagerProgramOBS1

Yes

Manager

Group By 2

groupManagerProgramOBS2

Single-select

List of Values

Group By 2

groupManagerProgramOBS2

Yes

Program

Group By 3

groupManagerProgramOBS3

Single-select

List of Values

Group By 3

groupManagerProgramOBS3

Yes

Project

Include Inactive Projects or Programs?

includeInactiveProjectsPrograms

Boolean

Include Inactive Projects or Programs?

includeInactiveProjectsPrograms

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

The following values list the lookup values:

Period Type:  Month, Quarter

Group By 1, 2 and 3: No Grouping, Manager, Project, Program, OBS Level 1-10

Parameter Explanations

The following list describes the parameters:

  • The Project or Program OBS Type is a cascading parameter and determines which units are listed in the Project or Program OBS Unit parameter. This parameter is not used to control which projects or programs display in the report
  • The Project or Program OBS Unit parameter displays values that are based on the Project or Program OBS Type selected. When you select an OBS unit in this parameter, the report displays the projects or programs that are attached to the OBS unit and descendants of the unit you select.
  • The Start Date parameter allows you to control the starting period that displays in the report.
  • The report has a Period Type parameter that allows you to change the display periods of the Gantt.

Month. The Gantt displays twelve months.

Quarter. The Gantt displays four quarters.

  • The report has Group By 1, Group By 2, and Group By 3 parameters that allow you to control how the report is grouped and milestones are rolled up. You can group the report by up to three options, which can be any combination of the following grouping options:

No Grouping. This option does not group project milestones so you can select this value if you do not want to group the report.

Manager. This option groups project milestones by project or program manager.

Project. This option groups project milestones by project.

Program. This option groups project milestones by program.

OBS Level 1-10. This option groups project milestones by OBS level and requires that you select a unit in the project or program OBS parameter to group by an OBS level. The project or program OBS parameter and grouping by an OBS level work with one another. The project or program OBS parameter determines which OBS you group by when you select a group by level. You can  group by any OBS level from 1 to 10, which is the maximum number of levels for an OBS supported in Clarity PPM. OBS level 1 is the top level in the hierarchy and OBS level 10 is bottom level in the hierarchy. When you group by an OBS level, the project milestones of the projects or programs that are attached to OBS units at the level you select and any units below the level you select are rolled up to the group by level of the report. If you group by an OBS level that is lower in the hierarchy, then the report groups the project milestones by this level (for example, OBS Level 4). If projects or programs are associated to units above level 4 (for example, projects are attached to levels 2 and 3), then the project milestones of the projects or programs that are associated to units higher in the hierarchy display in the report in an Undefined grouping. The Undefined grouping indicates that there is no OBS unit that is defined for the project or program at the level by which you are grouping. If you group by an OBS level but you do not select a unit in the project or program OBS parameter, then the report returns results. However, the report does not group by an OBS level because it relies on the project or program OBS parameter to determine which OBS to use for grouping.

Report Fields and Calculations

The report adjusts the column headings and content according to the values selected in the Group By 1, 2 and 3 parameters, which can be any combination of the following: no grouping, manager, project, program, OBS level 1-10. The Group By 1 determines how the report is grouped. The Group By 2 and 3 determine the report layout and how milestones are rolled up. If the report is grouped by Group By 1, 2 and 3 and none of them are the No Grouping option, then the report displays the following columns: grouping option 2, grouping option 3, and twelve monthly periods or four quarterly periods. If you select No Grouping for all groping options, then the report displays the first column as 'Undefined' and the 'Undefined' group. If the report is grouped by project, then the report displays the following columns: project name, and twelve monthly periods or four quarterly periods. If the report is grouped by any other option, then the report displays the following columns: project name, and twelve monthly periods or four quarterly periods. Programs are included, templates are excluded.

The report displays 'Undefined' and rolls up all milestones to the Undefined level.

If you group by Project, the Group By 1 and Group By 2 show Project and milestones are not rolled up.

if you group by Program, the Group By 1 and Group by 2 show Program and milestones are rolled up to the Program Level

The projects or programs can be grouped by up to three options in the report body, which can be any combination of the following: manager, project, program, OBS level 1-10. 

Milestone stoplight color is determined as follows:

  • Gray = Completed           
  • Green = Started            
  • Blue = Not Started

Report Security

Security is determined by project view rights.

Was this helpful?

Please log in to post comments.