Clarity

Expand all | Collapse all

Reporting and Exporting of Waterline View of Portfolio

Jump to Best Answer
  • 1.  Reporting and Exporting of Waterline View of Portfolio

    Posted 10-10-2016 03:43 AM

    Hello,

    we have requirement to prioritize ideas and projects on quarterly basis in Portfolio module using waterline view.

    Business needs report of this view including the ranking. 

    What are the options of existing reports/reports that can be created using WEBI or JasperSoft or exporting to Excel in 

    13.3 - version we currently use (PMO accelerator not installed)

    15.1 - we plan to upgrade.

     

    Many thanks!

     

    Miro



  • 2.  Re: Reporting and Exporting of Waterline View of Portfolio

    Posted 10-10-2016 04:16 AM

    Check if this helps:

     

    Query investments above the waterline in a portfolio

    Query investments above the waterline in a portfolio  

     

    NJ



  • 3.  Re: Reporting and Exporting of Waterline View of Portfolio

    Posted 10-10-2016 07:03 AM

    Depends how much effort you want to spend on this.

    Since you don't have the PMO accelerator I doubt the reports which come with Clarity (jaspersoft/BO) will work correctly without this installed.

     

    couple of easy options

    1. use the "Investment" view, add rank and above waterline into the columns. Export this to excel manually

    2. Build a query and package that up in crystal or nsql - export out as excel

    3. Buy a ready to go report off a partner



  • 4.  Re: Reporting and Exporting of Waterline View of Portfolio

    Posted 10-10-2016 08:21 AM

    hi Andrew,

    thanks for the easy options tips. Nr. 1 is actually what I was looking for.

    For current version we have developed custom BO Universe and converted all our Crystal reports to WEBI reports. if we stay on current version I will request enhancement of the Universe for Portfolio object and its attributes (Above waterline, Rank etc.)

    Is there in 15.1 Jaspersoft ad-hoc report possibility to report on the Investment view from Portfolio object??

    PMO Accelerator is unlikely to be considered even after upgrade.



  • 5.  Re: Reporting and Exporting of Waterline View of Portfolio
    Best Answer

    Posted 10-10-2016 08:51 AM

    Doesn't appear the out the box domains have rank/waterline  

    CA PPM Advanced Reporting and Database Schema Index - CA Technologies 

     

    You could create your own domain to do exactly what you want though.

     

    This out the box report might work (or at least borrow the code to start from)

    Portfolio Plan Changes - Waterline and Rank - CA PPM - 14.4 - CA Technologies Documentation