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WRK43 - Project Investment Approval Process Analysis (Administration)

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Configuring Report Data 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 The report supports a total of 6 table columns that can be configured to appear in the report.

The first two columns are grouped columns

 
Two required columns are available for configuration before the Project description which can be used to show any project attribute or WBS parent information.

Four optional ungrouped columns are available after the project description which can be used to show any project attribute.


Note: This report does not support the table column text alignment and formatting options described in Managing and Formatting Attributes.
The following table columns are included in the default FastTrack configuration for the report:
  • Work Type
  • 3. (WBS)
    • Project Description
  • 3. (WBS)
  • Work Status
  • Lifecycle Stage
  • Project Manager 
Expressed in the table columns node of the FastTrack Report Configuration Structure as: 
  • wbs22_plan
  • wbs_level_3_plan
  • wbs_level_4_plan
  • wbs20_plan
  • wbs28_plan
  • lc_role_3_plan

           

           

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
Range start This parameter determines the start of the range of dates for which data is returned. A default can be set using:
  • horizon_start=
The value added represents the number of months from the current month. So a value of zero (0) represents the current month. A value of -11 would be 12 months ago.
The default FastTrack configuration for is set to return data from:
  • One year ago
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • horizon_start=-11
Range end This parameter determines the finish of the range of dates for which data is returned. A default can be set using:
  • horizon_finish=
The value added represents the number of months from the current month. So a value of zero (0) represents the current month. A value of -11 would be 12 months ago.
The default FastTrack configuration for is set to return data:
  • Up to the current month
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • horizon_finish=0
Attribute for Grouping Attribute used for slicing in the report A default can be set using:
  • slicer=
Any alternate structure attribute in the framework, marked as analyzable, that has charting colors assigned can be used for slicing in the report.
The default FastTrack configuration for is set slice by:
  • Work Type
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • slicer=wbs22_plan
Report View Determines the default view of the report. A default can be set using:
  • report_view=
Possible values are:
  • 0 - Dashboard/Charts Only
    This will show the charts but will collapse all the details.
  • 1 - Chart with Summaries
    This will expand the summaries but keep the details collapsed
  • 2 - Chart with Full Details
    This will render a fully expanded report
The “Dashboard/Charts Only selection (report_view=0) will also hide the detail table.
The default FastTrack configuration for is set to:
  • Dashboard/Charts Only
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • report_view=0
Table Format Defines how the detail table at the bottom is formatted A default can be set using:
  • table_format=
Possible values are:
  • sectiongroup - Grouped
    This option renders a table with grouping
  • plain - 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.
The default FastTrack configuration for is set to:
  • 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
Analyze attribute Attribute for which process cycle times are being measured. A default can be set using:
  • analyze_attribute=wbs28
Any alternate structure attribute in the framework, marked as analyzable, that has charting colors assigned can be used for slicing in the report.

Note: It is important to consider the default report title matches the default analyze attribute value of Lifecycle Stage and should subsequently be updated in unison.
The default FastTrack configuration for is set to analyze by:
  • Investment Approval
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • analyze_attribute=opcapappr_plan
Filtered Attribute The entries defined for this parameter control which attribute values for the analyze attribute are to be included in the analysis.

 
A default can be set using:
  • filtered_value=
Possible values are the structure codes of analyzable attribute values (leaf entries).

Multiple entries are expected; one for each value to be included.

A blank entry means all values of the analyze attribute are included in the analysis, i.e no filtering.
The default FastTrack configuration for is set to:
  • No filtering
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • filtered_value=
Report Title Configurable report title that appears at the top of the report. The title of the report can be set using:
  • report_title=
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:
  • Project Process Analysis - Investment Approval
Expressed in the parameter defaults node of the FastTrack Report Configuration Structure as:
  • report_title=Project Process Analysis - Investment Approval

           

           

Additional Information

The short names associated with charting colors for the attribute of lifecycle role drives the abbreviated value used in the charts.

           

           

Technical/Database Information

Report (RDL) Location …/Reports/FastTrack/Mixed_Use/PROCESS01_ProcessAnalysis/PROCESS01.rdl
Database This report uses the transactional database and updates will be real-time.