Clarity

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

Check if this helps:

Query investments above the waterline in a portfolio

Query investments above the waterline in a portfolio  

NJ

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

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.

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