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Program/Portfolio Roadmap Report

Program/Portfolio Roadmap Report

Business Case:
Portfolio Managers and Program/Project Managers want to see a visual roadmap view of their investments/projects with upcoming gates, milestones, key tasks, tasks slippage from baseline.
There are no stock reports in Clarity PPM that provides this kind of a view. Here is a screenshot of a custom report developed by Albatroz Solutions for our customers that needed such a view.

About the Report:
A program/portfolio roadmap report, gives an overview of projects progress through the different phase gates.
Below are the key features of the roadmap report:
1. The report lists the portfolios/programs and the respective projects grouped under them.
2. The report displays the timeline () for each project along with and indicator for the phase gates () that have been met.
3. The timeline view on the report can be changed to weekly/monthly/quarterly. For example, the project manager would prefer to have a timeline of weekly for his projects while the program manager or portfolio manager would find the monthly or quarterly view useful.
4. The report also displays the key tasks duration () along with baseline slippage () helping the project managers with the schedule of the project and possible delays.
The report can be run on the project dashboard page with dynamic project filter option to generate the roadmap view only for the project in context. For information about dynamic jasper filters, refer to the article – Running Jasper Report in an HTML Portlet with Dynamic Filter Values

Author: Gayathri Gupta, PPM Architect
Contact us:
For any questions or have enquiries about our report development service offerings please contact us at info@albatrozsolutions.com or balaji@albatrozsolutions.com. We will be glad to help.