Overview
Change Request Log summary for projects that are associated to a portfolio of programs. Equivalent to WRK08. Matrix is used to classify change requests by two parameterized attributes, including project name. Matrix is drillable to slice/dice the list of change requests. Table shows key change request fields, attributes, ownership and date information.
Strategy Portfolio Associated Change Requests example
Business Outcomes
- Determine which programs in the portfolio have projects with raised change requests and Analyze these by type and priority
- Implement a consistent process for change control management
- View into quality of requirements and estimating processes
- Capture Change Request Metrics to improve gating of programs
- Governance Board / Steering Committee view into decisions needed.
Supporting Capabilities
- Risks, Issues, and Changes
- Strategic Planning
Administration: User Parameter Configuration
| Parameters |
Description |
Configuration Options |
Default/Example Settings |
| Status(es): |
Select one or many status values that will filter down the changes returned in the report |
Defaults to all statuses excluding 'Closed' and 'Transferred' |
Default can not be changed |
| Horizontal Attribute: |
Defines the columns in the matrix (the attributes that are displayed horizontally);
|
Any Change/CRI single select attribute, plus project name and activity name. |
X_struc=cri1_cri |
| Vertical Attribute: |
Defines the rows in the matrix (the attributes that are displayed vertically); |
Any Change/CRI single select attribute, plus strategy name and activity name. |
Y_struc=cri3_cri |
Administration: Hidden Parameter Configuration
| Parameters |
Description |
Configuration Options |
Default/Example Settings |
| Table Columns |
Total of fifteen columns available, after the CRI Title.
|
If the columns used for the Horizontal and Vertical plots in the matrix are not included in the eight available columns then these will be appended on the end of the table. |
sbs_level_2_strategy
sbs_level_3_strategy
strat_name project_description |
| CRI Type |
Parameter which makes report Change specific |
Since a single RDL (CRI02) is used for all CRI matrix reports, this parameter determines what will be displayed in the report; Changes, Risks or Issues. |
cri_type=C |
| Table highlight color |
Cells in the matrix are drillable. This determines the highlight color for a cell when it has been drilled. |
|
matrix_highlight_color=Cornsilk |
Filter on CRI Attribute
|
This configuration entry identifies the attribute that is to be used in the filter. |
The configuration entry value is:
- cri_filter_attrib=attribute ID
|
cri_filter_attrib=
The default/unconfigured value is “none” (no filtering) |
CRI Filter Attribute Value
|
This configuration entry identifies the structure_code/sequenceID or user_name of the value to be filtered on (included). |
The configuration entry value is:
- cri_filter_value=attribute value ID
To indicate multiple values – make multiple entries |
cri_filter_value=
The default/unconfigured value is “none” (no filtering) |
| Report Title |
Configurable report title that appears at the top of the report. |
If a longer report title is required, then create additional report_title=xxx entries and these will be concatenated together based on the order in which they are listed in the configuration structure. |
report_title=Strategy Portfolio Associated Change Requests |
Additional Information
- The matrix cells are drillable, clicking on the number in a cell will filter the lower table to show the changes classified in the matrix cell.
- Project Name can be chosen as the matrix row (Vertical Attribute) and this provides a change request count per project.
Technical/Database Information
| Report (RDL) Location |
…/Reports/RPM/Strategy_RPM/RPM-STR08/RPM-STR08_v2.rdl |
| Database |
This report uses the transactional database and updates will be real-time. |
| Report Developer Info |
RPM-STR08_v2 RDL is a derivative of the CRI01 RDL |
