WRK43 - Project Investment Approval Process Analysis

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Overview

A work portfolio report showing data on the project approval process to aid analysis on throughput, volume and cycle time. Allows further analysis based on project attributes, such as work type or customer.

Business Outcomes

Supports the tracking of performance in terms of volume, throughput and cycle times for projects through the project lifecycle.
Provides data to support the optimization of the project lifecycle process.

Supporting Capabilities

Project Governance

Report Detail

Current Investment Approval Distribution

This chart visualizes the distribution of projects by the investment approval status they are currently assigned, and provides a detailed listing, which can be configured to show key attributes, such as the project manager name.

User parameters allow analysis by any work classification attribute, such as work type, work priority, or customer, visualized as the stacked bars.

Current Investment Approval Distribution example

Total Investment Approval Executions

This chart summarizes the total number of investment approval value changes for a user specified time period, for example, the last month, the last quarter, the last year.

User parameters allow analysis by any work classification attribute, such as work type, work priority or customer, visualized as the stacked bars.

Total Investment Approval Throughput

This chart summarizes the total number of investment approval status value changes each month, across a user specified time period.

The stacked bars indicate the count for each investment approval value change that has been completed each month.

Total Investment Approval Throughput example

Average Investment Approval Value Cycle Time

This chart provides an average cycle time (duration) for each change in investment approval status across a user specified time period. Duration is based on the number of working days between each gate (based on the STANDARD calendar).

User parameters allow analysis by any work classification attribute, such as work type, work priority or customer, visualized as the stacked bars.

Report Parameters

Parameters	Description
Range start	This parameter determines the start of the range of dates for which data is returned. See Date Range.
Range end	This parameter determines the finish of the range of dates for which data is returned. See Date Range.
Attribute for Grouping	Attribute used for slicing in the report. Your administrator must define charting colors against an attribute for it to be displayed in the list.
Report View	Determines the default view of the report. Possible values are: Dashboard/Charts Only This will hide the detail table and show the charts but will collapse all the chart details. Chart with Summaries This will expand the summaries but keep the details collapsed Chart with Full Details This will render a fully expanded report
Table Format	Defines how the detail table at the bottom is formatted. Possible values are: Grouped This option renders a table with grouping Non-grouped/Plain This option renders a table that’s good for analysis in Excel. Neither of these apply when the report view is “Dashboard” because the table is hidden.

Date Range

The date range dates come from the daily table, which need to updated to an appropriate range of dates to use in the date range report parameters.

To update, run daily tables once from the daily screen before running the report, as well as setting up any daily tables job for the following reasons:

The daily table jobs do not provide the option to set the range of data to update. This is done only from the daily table screen. And this is where the DAILY_PRD table will be updated.
The daily table refresh (from the daily screen) truncates and repopulate all the daily tables.