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Planview Customer Success Center

STR16 - Program Highlight Report


Summary of key information relating to the execution of a program into a “one page” report for program stakeholders and strategic review meetings. Includes program attributes and responsibility information, trend of program condition/RAG/RYG status, descriptive information, date and milestone information, financial summary, commentary and change request, risk and issue lists, plus key information on the associated projects that are delivering the program.

Report can be run for a single program, or across a strategic program portfolio. Portfolio report includes an Executive Summary table on page 1 and each program in the portfolio on a new page.

Executive Summary



Executive Summary table example


One-Page-per-Program Detail



One-page-per-program detail example



Business Outcomes

  • Drive the discipline that Planview Portfolios will provide the single source of truth relating to program execution status.
  • Visibility of program status to stakeholders.
  • Rapid and efficient collation of program status information, across the portfolio, allowing the production of steering committee/program board status report packs.



Supporting Capabilities

  • Program and Project Monitoring



Report Detail

Key Summary Information
Section designed to highlights Key Program Information that can be configured to show any important program data points. Section breaks with headings and dividing lines can be added to separate groups of attributes.

Attribute History Section
Provides the ability to plot time trended changes in program attributes such as RAG assessment indicators. Up to four can be configured to show in the report at any time. Charting colors provide visual representation of values which is especially useful for highlighting the history of status assessment values.

Long Text Narrative
Narrative can be configured to show customer specific long text fields. Display up to 30 entries in the order they appear in the configuration structure.

Financial Summary Table
Financial Summary Table shows financial effort data from the financial plan. You have the option to show or hide the financial summary and the user parameter can be used to select different versions for financial summarization and comparison in the report output. The financial summary table is expandable and collapsible along the account structure and the report config structure can be used to set the default for this preference when opening the report. A negative variance will display in red, a positive or no variance will display in green.

This image can be configured through the FastTrack Report Configuration structure to show the customer’s own logo.

Reporting Period
This can display either an attribute or a date that is used to represent the status report date/reporting period.

Status Assessment Indicators
Can be configured to show the current value of up to nine additional RAG status assessment indicators for the program.

Strategic Schedule Table
Shows current scheduled or actuals dates and their variance to the selected baseline.  The strategy schedule section of the report can be turned off in its entirety or configured to return the program dates. The configuration structure can also be used to determine the strategy attribute that will appear next to the program description​ column.

Program Milestones
The Milestone section shows program milestones and is dependent upon the creation of a baseline to determine variances. The configuration structure provides the ability to filter milestones based on one or more alternate structure values.

Associated Project Milestones
The Project Milestone sections shows the milestones for projects associated with the program grouped by the project they come from.

Changes, Risks and Issues Tables
All  associated changes, risks, and issues for the projects associated to the program are shown in this section of the report. Each CRI type can be turned on or off in the config structure for customer preference, and the tables are automatically hidden for instances where the CRI types are not in use.



Report Business Rules

This report is showing data from the Planview Portfolios transactional database, therefore updates made to programs or project data will update "real-time" into the report, however there are dependencies on various batch processes and administrative tasks;

  • The financial data and effort data displayed in the Financial Summary table is sourced from the Financial Planning Detail screen of the program.
  • The effort values are dependent upon the planning of resource effort in the Project Schedule (in Work and Assignments), on the submission of project timesheets, on execution of the Progressing Engine and on the load of effort from the schedule/timesheets (actuals) into the Financial Plan
  • The Actuals to Date and Forecast to Complete values are dependent upon the Forecast Period setting in Financial Management. This is an Administrator controlled setting that determines which financial periods are Actual and which are Forecast.
  • The Actuals to Date column in the Financial Summary shows the costs and effort expended to deliver the program so far, and is the sum of all values for financial periods prior to the Forecast Period.
  • The Forecast to Complete column in the Financial Summary shows the costs and effort that are planned (forecasted) to complete the execution of the program, and is the sum of all values for financial periods including and after the Forecast Period.
  • The Forecast at Complete column in the Financial Summary is the sum of the Actuals to Date and the Forecast to Complete columns
  • The Baseline values in the Financial Summary table are displaying the financial data held in the selected baseline Financial Management version.
  • The Variance column shows the difference between the Baseline and the Forecast at Complete.
  • Milestone Type Attribute can only be Work attributes.



Printing and Exporting

This report is designed with with printing in mind. It is formatted to fit to Letter/A4 landscape size with the intention of being suitable for distribution in an easily readable format.

Recommended export formats are:

  • PDF
  • Word

In order to print to hardcopy a report must be exported to PDF format and the PDF file sent to the printer.



Report Parameters

Parameters Description
Portfolio Size Check Parameter shows number of programs in Portfolio
and contains report logic that prevents the report from running automatically IF the number of projects in the portfolio exceeds a threshold.

Only applicable when run against a portfolio of projects.

Threshold < 100 projects
Target Currency In a multi-currency system the currency for the financial data can be selected.
History Period Timeframe Time interval used for the attribute history intervals
History Attribute Provides a way to show an attributes history

Any work single select work alternate structure that has been enabled in Attribute properties to be “Available in Analyze Charts” and has “Track History” enabled and has colors assigned can be configured to display in the Attribute History Section.
FM: Baseline Version Allows selection of two FM versions that are used for FM calculations. Defaults to marked and forecast and marked as baseline. Can be adjusted to compare to (for example) compare to a different baseline. 
FM: Working Version Allows selection of two FM versions that are used for FM calculations. Defaults to marked and forecast and marked as baseline. Can be adjusted to compare to (for example) compare to a different baseline. 
Account Types for Financial Summary Sets the default selections for what account types to include in the financial summary.   
Financial Table View The financial summary table is expandable and collapsible along the account structure.  This entry sets the default value for whether the table is expanded or collapsed.

Values are:
  • collapsed
  • expanded
Filter Milestones

This provides the ability to filter the milestones based on one or more alternate structure values.

Project Schedule Baseline Ability to choose from a list of master baselines for schedule variance calculations used in dates and milestones sections.
CRI Statuses This parameter determines which statuses of CRI records are returned.

The default values of the statuses are based on status rules.  The report will show all CRI Status values that are enabled and (by status rule) active.

The user can amend the status values returned by adding or subtracting status values from the drop down list in the user parameters.

Typical active statuses include:
  • Approved
  • Awaiting Approval
  • Disapproved
  • Escalated
  • Follow Through
  • In Analysis
  • Open
Strategy Baseline This parameter allows the admin to specify which strategic baseline to use (STR16 only) in the Milestone portion of the report.

Available values for selection are:
  • Active Baseline
  • Any other baseline
Include Effort Controls whether or not the “Effort” labor information appears in the Financial Summary

Options are:
  • Yes
  • No