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Planview Customer Success Center

WRK15 - Milestone Status (Administration)

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WRK15.png

           

Configuring Report Table Columns

The following configuration is maintained in the Table Columns node in the Report ID branch of the FastTrack Report configuration Structure.
Parameter Description Configuration Options Example Settings
Table Columns Options

☑ Added in FastTrack Analytics v3.1.0		 The report supports a total of 10 table columns that can be configured to appear in the report.
 		 Ten columns are available for configuration
  • A minimum of 0 columns can be configured
  • A Maximum of 10 Columns can be configured
The table columns configured will appear after following columns:
  • Milestone Description
  • Selection for Filter Milestone By
  • Selection for Stack By (if different)
The columns will appear in the order they are configured in the structure.

Prior to v3.1.0, table columns were not configurable.		 There are no table columns included in the default FastTrack configuration for the report

           

           

Configuring User Parameter Defaults

The following configuration is maintained in the Parameter Defaults node in the Report ID branch of the FastTrack Report configuration Structure.
Parameter Description Configuration Options Example Settings
Filter Milestones By: This parameter provides the ability to filter the milestones returned by a Milestone attribute. The options for selections should be any below PPL work alternate structure that is used to categorize and classify milestones into “types”.

The selection will drive the available values in the Filtered Value(s) Parameter.		 A default can be set using:
  • milestone_filter_attribute=
Options are:
  • Any enabled work single select structure
 The default FastTrack configuration for is set to filter by:
  • Overall Status Assessment
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • milestone_filter_attribute=wbs712_plan
Filtered Value(s): This parameter provides the ability to select the values to filter Milestones on from the Filter Milestones By attribute selected above.

The report will default to all values of the Filter Milestone attribute.		 No Configuration available Defaults to to all values
Stack By

☑ Added in FastTrack Analytics v3.1.0		 This parameter determines the attribute that will be used for stacking in the bar chart. A default can be set using:
  • stack_by=
Options are:
  • Any enabled work single select structure
Charting Colors for the selected attribute are respected by the chart		 The default FastTrack configuration for is set to stack by:
  • Overall Status Assessment
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • stack_by=wbs712_plan
Group Milestones By: This parameter provides the ability to group milestones by an attribute

The attribute selected will appear as the first column in the table, grouping by the values and as the X axis category in the chart. Can be any activity level single select work alternate structure. 		 A default can be set using
  • milestone_grouping=
 The default FastTrack configuration is set to group milestones by:
  • Project Status
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • milestone_grouping=wbs20_plan
Detail Table Format This parameter determines whether table is formatted with groups and sub totals or plain for export to Excel A default can be set using
  • table_format=
Possible values are:
  • sectiongroup - (Grouped)
    Table displays with grouped formatting on the first two columns.
  • plain - (Plain/Excel)
    Produces a flat main data table and includes a header table with the date range, warnings, and legend.
 The default FastTrack configuration is set to show the table:
  • Grouped
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • table_format=sectiongroup

           

           

Other Configuration Options

The following configuration is maintained in the Parameter Defaults node in the Report ID branch of the FastTrack Report configuration Structure.
Parameter Description Configuration Options Example Settings
Report Grouping

☑ Added in FastTrack Analytics v3.1.0		 This parameter provides the ability to break the report up by an attribute, creating a set of charts/tables for each attribute value.
 		 A default can be set using:
  • report_grouping=
Options are:
  • none - (No Report Breaks)
  • Any enabled work single select structure
Analytics versions prior to v3.1.0 will perform as if none is selected		 The default FastTrack configuration for is set to:
  • No Report Breaks
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • report_grouping=none
Milestone Column Title

☑ Added in FastTrack Analytics v3.1.0		 This parameter allows the administrator to change the column title of the milestone description/title A default can be set using:
  • ms_col_title=
The default FastTrack configuration for is set to:
  • Milestone Description
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • ms_col_title=Milestone Description
Use Variance Bands

☑ Added in FastTrack Analytics v3.1.0

This report provides the ability to display tolerance bands depending on the variance of the milestones.
The analytic will use the following logic for determining variance percent grouping and coloring:

  • Green: Any variance greater than or equal to -5% (such as 3%, 0%, or -4.7%).
  • Yellow: Any variance between -5% and -10%.
  • Red: Any variance at -10% or lower (such as -10.1%).

A positive variance means that a milestone will be delivered early (ahead of the selected baseline)

A project must have an active schedule baseline in order for it to be analyzed fully in this report. Projects without a baseline will show in the 0% category.		 A default can be set using:
  • use_variance_bands=
Options are:
  • Y - (Use Variance Bands)
  • N - (Do Not Use Variance Bands)
Prior to v3.1.0 the chart broke the milestone into "Late" or "OnTime". This analytic will continue to perform like this if 'N' is configured.		 The default FastTrack configuration for is set to:
  • Use Variance Bands
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • use_variance_bands=Y
Variance Calculation

☑ Added in FastTrack Analytics v3.1.0		 This parameter determines how variance is calculated A default can be set using:
  • variance_calculation=
Options are:
  • business - (business days)
  • calendar - (calendar days)
 The default FastTrack configuration for is set to:
  • Business Days
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • variance_calculation=business
Milestone Sorting

☑ Added in FastTrack Analytics v3.1.0		 This report provides sorting configurability around the following options

Set Sort Direction Type and Direction of:
  • Milestone Grouping
  • Report break
  • Chart stacking attributes
All three will accept as a value both the sort type ("alpha"betical or "struct"ure order) followed by a pipe "|" and then the sort direction ("asc"ending or "desc"ending).  		Defaults can be set using:
  • milestone_grouping_sort=
  • report_grouping_sort=
  • stack_by_sort=
The configuration entry accepted by all is:
  • direction_type|direction
Options for direction type are:
  • alpha - (Alphabetical sorting)
  • struct - (Sorting by Structure order)
Options for direction are:
  • asc - (ascending order)
  • desc - (descending order)
 The default FastTrack configuration for is set to:
  • Sort the milestones in structure order ascending.
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • milestone_grouping_sort=struct|asc
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. The default FastTrack configuration Report Title is set to:
  • Milestone Status Summary
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • report_title=Milestone Status Summary

           

           

Technical/Database Information

Report (RDL) Location …/Reports/FastTrack/Work/WRK15-MilestoneStatus/WRK15.rdl
Ribbon This report tile can be used on the:
  • Work Portfolio View Ribbon
  • Strategy Portfolio View Ribbon (☑ Added in RPM Analytics v2.5.3)
When executed against a strategy portfolio, the report will return the associated projects for programs in the portfolio.
Database This report uses the transactional database and updates will be real-time.