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Initiatives being executed

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Overview

This command will list the data of initiatives being executed.

 

Related tables

TABLE

Description

Primary key (PK)

Connection tables

PFPORTFOLIO

Stores the initiative data

CDPORTFOLIO

CDPFLREVISION

PFPORTFOLIOTYPE

PFPFLPROJECT

PFPFLPROJECT

Stores projects associated with initiatives

CDTASK

NRSEQ


PFPORTFOLIOTYPE

Stores the initiative type data

CDPORTFOLIOTYPE

ADTEAM

ADTEAM

Stores the data of the team responsible for the initiative execution

CDTEAM


 

Oracle/Postgres/SQL Server

SELECT 
   PFPORTFOLIO.IDPORTFOLIO,
   PFPORTFOLIO.NMPORTFOLIO,
   PFPORTFOLIOTYPE.IDPORTFOLIOTYPE,
   PFPORTFOLIOTYPE.NMPORTFOLIOTYPE,
   PFPORTFOLIO.FGSTATUS,
   PFPORTFOLIO.CDPFLREVISION,
   PFPORTFOLIO.DTREVISION,
   ADTEAM.IDTEAM,
   ADTEAM.NMTEAM
FROM 
   PFPORTFOLIO 
INNER JOIN 
   PFPORTFOLIOTYPE ON PFPORTFOLIOTYPE.CDPORTFOLIOTYPE = PFPORTFOLIO.CDPORTFOLIOTYPE
INNER JOIN
   ADTEAM ON ADTEAM.CDTEAM = PFPORTFOLIOTYPE.CDTEAM
WHERE 
   PFPORTFOLIO.FGSTATUS = 4 /* NOTE 1 */ AND PFPORTFOLIO.CDPORTFOLIO NOT IN (SELECT CDPORTFOLIO FROM PFPFLPROJECT) /* NOTE 2 */
ORDER BY PFPORTFOLIO.IDPORTFOLIO, PFPORTFOLIO.CDPFLREVISION /* NOTE 3 */

 

Notes

1: The FGSTATUS = 4 field determines that only initiatives with the Released status will be displayed.

2: Determines that initiatives that already have an associated project will not be displayed.

3: Sorting records through the initiative revision and ID #.

 

Fields used on the view screen

 

portfolio-02

 

#

Field ID

Type

Description

1

IDPORTFOLIO

VARCHAR(50) NULL


2

NMPORTFOLIO

VARCHAR(255) NULL


3

IDPORTFOLIOTYPE

NMPORTFOLIOTYPE

VARCHAR(50) NULL

VARCHAR(255) NULL


4

FGSTATUS

NUMERIC(2,0) NULL

1 - Planning

2 - Draft

3 - Approval

4 - Released

5- Revision

5

CDPFLREVISION

NUMERIC(10,0) NOT NULL


6

DTREVISION

DATETIME NULL


7

IDTEAM

NMTEAM

VARCHAR(50) NULL

VARCHAR(255) NULL