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Contents
Chapter 1: Introduction 13
Personal Options and Views Overview .......................................................... 14 Company-wide Information and Views ......................................................... 14 Common Features ............................................................................ 15 Access Right Types ........................................................................... 16 Configuration Versus Customization............................................................ 17 Content in Guides ............................................................................ 17
19
About Departments ........................................................................... 19 How to Get Started with Departments ...................................................... 20 Department Access Rights ................................................................. 20 Create Departments .......................................................................... 22 How to Manage General Department Information ............................................... 23 Manage Department General Properties .................................................... 23 Define Department Budgets ............................................................... 25 View a List of Sub-Departments ............................................................... 26 Manage Department Locations................................................................. 27 Manage Subscribed Services .................................................................. 28 View and Analyze Department Portfolios ....................................................... 30 Manage Department Resources ................................................................ 31 View a List of Department Investments and Services ............................................ 32 Delete Departments .......................................................................... 33
Chapter 3: Organizer
35
Organizer Overview ........................................................................... 35 View the Organizer ........................................................................... 36 Action Items ................................................................................. 36 View Action Items and Item Details ........................................................ 37 Create Action Items ....................................................................... 37 Modify Action Items ....................................................................... 39 Add and Remove Action Item Assignees .................................................... 40 Delete Action Items ....................................................................... 41 Tasks ........................................................................................ 42 Calendar Events .............................................................................. 43 View Calendar Events ..................................................................... 43
Contents 5
Create Calendar Events ................................................................... 44 Modify Calendar Events ................................................................... 46 Remove Participants from Calendar Events ................................................. 46 Delete Calendar Events ................................................................... 47 Change the Calendar View ................................................................. 47 Processes .................................................................................... 48 View Initiated or Available Processes ....................................................... 49 Start Processes ........................................................................... 50 Modify Processes ......................................................................... 51 View and Correct Process Run-time Errors .................................................. 52 Delete Processes and Process Instances .................................................... 53 Cancel Process Instances .................................................................. 54 Notifications .................................................................................. 55 View Notifications and Details.............................................................. 56 Delete Notifications ....................................................................... 56
57
View the Overview Page ...................................................................... 57 How to Personalize the Overview Page ......................................................... 58 Access Personalize Pages .................................................................. 58 Change the Title of a Portlet ............................................................... 59 Add Portlets to Your Overview Page ........................................................ 60 Manage Filter Portlets on Your Overview Page .............................................. 61 Remove Portlets from Your Overview Page ................................................. 62 Restore Overview Page Defaults ........................................................... 63 Overview Page Tabs .......................................................................... 63 Overview Page Contents ...................................................................... 66 My Projects Portlet ........................................................................ 67 Events Portlet ............................................................................ 67 Favorite Links Portlet...................................................................... 68 Notifications Portlet ....................................................................... 68 Event Invitations Portlet ................................................................... 68 Favorite Photos Portlet .................................................................... 69 Site Links Portlet.......................................................................... 69
71
Document Repository Overview................................................................ 71 Knowledge Store Access Rights ............................................................ 72 Knowledge Store Permissions .............................................................. 72 View the Knowledge Store ................................................................. 73 Access the Document Manager ............................................................ 74
Folders ...................................................................................... 74 Create Folders ............................................................................ 74 Add Documents to Folders ................................................................. 76 Download Files from Folders ............................................................... 77 Edit Folder Properties ..................................................................... 79 Edit Folder Permissions .................................................................... 80 Delete Folders ............................................................................ 80 How to Manage Documents ................................................................... 81 Open Documents for Viewing Only ......................................................... 81 Save Documents to your Desktop .......................................................... 82 Check Out Documents .................................................................... 82 Undo Document Checkout ................................................................. 82 Check In Documents ...................................................................... 83 Edit Document Properties ................................................................. 84 Edit Document Permissions ................................................................ 84 Review Document History ................................................................. 85 Copy Documents.......................................................................... 85 Move Documents to Different Folders ...................................................... 86 Work with Document Versions ............................................................. 87 Work with Document Processes ............................................................ 88 Delete Documents ........................................................................ 90
Chapter 6: Timesheets
91
Timesheet Overview .......................................................................... 91 Timesheets Access Rights ................................................................. 91 How to Get Started with Timesheets ....................................................... 93 Specify Entry Input Type and Charge Codes ................................................ 95 How to Enter Time ............................................................................ 95 How to Add Tasks to Timesheets ........................................................... 96 Enter Work Hours into Timesheets ......................................................... 98 Split Entry Input Type Codes and Charge Codes ............................................ 98 Time Entry ETC ........................................................................... 99 Delete Entries from Timesheets ............................................................ 99 Submit, Approve, and Adjust Timesheets .................................................. 100 Timesheet Notes ............................................................................ 103 Add Notes to Task Entries or Timesheets .................................................. 103 View and Edit Timesheet Notes ........................................................... 104 Delete Timesheet Notes .................................................................. 105 How to Approve and Analyze Timesheets ...................................................... 105 Approve Submitted Timesheets ........................................................... 106 Return Timesheets ....................................................................... 107 Notify Resources about Overdue Timesheets ............................................... 107
Contents 7
Compare Adjusted and Original Timesheets ................................................ 108 Compare Actuals to Estimates ............................................................ 108 Delete Timesheets ....................................................................... 109 Receive Notifications for Submitted Timesheets ............................................ 109 CA Clarity PPM Offline Timesheets ............................................................ 109 Prerequisites for Downloading CA Clarity PPM Offline Timesheets ............................ 110 Enter Server Information into CA Clarity PPM Offline Timesheets ............................ 110 Download and Install CA Clarity PPM Offline Timesheets .................................... 111 Open and Update CA Clarity PPM Offline Timesheets ....................................... 112
Chapter 7: Reports
119
Stock Reports ............................................................................... 119 About Report Security ....................................................................... 120 Reports Access Rights........................................................................ 120 Jobs Affecting Report Data ................................................................... 121 View a List of Reports ........................................................................ 122 Run or Schedule Reports To Run .............................................................. 122 Scheduled Report Runs ...................................................................... 122 Define or Edit Scheduled Report Run Properties ............................................ 123 View the Status of Scheduled Report Runs ................................................. 125 Pause or Resume Scheduled Report Runs .................................................. 126 Cancel Scheduled Report Runs ............................................................ 126 Delete Scheduled Report Runs ............................................................ 127 Delete Saved Report Parameters .......................................................... 127 Add Reports to the My Reports Portlet ........................................................ 128 Set Up Report Status Notifications ............................................................ 128 Grant View Permissions to Report Runs ....................................................... 129 View Generated Reports ..................................................................... 130 Delete Generated Reports .................................................................... 130
131
How to Manage your Account ................................................................. 131 Update Personal Information ................................................................. 132 Designate Proxies ........................................................................... 134 Change the Font Size ........................................................................ 135 Notifications Setup .......................................................................... 135 Notification Functional Areas .............................................................. 135 Manage Your Notification Settings ......................................................... 137 Specify Notification Methods .............................................................. 138 Software Downloads ......................................................................... 138 Software Download Access Rights ......................................................... 139
141
About Filters ................................................................................ 141 Filter and Sort Lists ...................................................................... 141 Save Filters ............................................................................. 142 Use Saved Filters ........................................................................ 142 Clear Filter Fields ........................................................................ 142 Show All Items in Lists ................................................................... 142 Build Power Filters ....................................................................... 143 Use Filter Portlets ........................................................................ 144 Delete Saved Filters ...................................................................... 145 Global Search Tool ........................................................................... 145 Perform Basic Searches .................................................................. 146 Perform Advanced Searches .............................................................. 146 Global Search Techniques ................................................................ 148
153
Configuration Overview ...................................................................... 154 Fields and Page, Portlet, and Filter Layouts ................................................ 155 Gantt Chart Data and Layout ............................................................. 155 Time-Scaled Data and Layout ............................................................. 156 How to Configure List Pages and Portlets .................................................. 156 How to Configure List Filters .................................................................. 165 Access List Filters ........................................................................ 166 Add and Remove List Filter Fields ......................................................... 166 Change List Filter Field Display Settings ................................................... 167 Change List Filter Field Names and Display Properties ...................................... 167 Change List Filter Field Properties ......................................................... 169 Change Gantt Chart Data Display Settings .................................................... 170 How to Configure Time-Scaled Values ......................................................... 173 Change Time Periods on Portlets .......................................................... 173 Configure Column Settings ............................................................... 174 How to Configure Graph Portlets .............................................................. 176 Temporarily Apply or Remove Consistent Colors Usage from Graphs......................... 176 Configure Graph Portlets to Use Consistent Colors and Color Key ............................ 177
179
About Dashboards ........................................................................... 179 Export Dashboard Data to Other Formats .................................................. 179 Share Dashboards ....................................................................... 180
Contents 9
Personalize Dashboards .................................................................. 180 Access Rights for Dashboards ............................................................. 181 Dashboard and Portlet Page Comparision .................................................. 181 By Example: Dashboards..................................................................... 183 View a Dashboard ........................................................................... 184 Export a Dashboard.......................................................................... 185 Export a Portlet ............................................................................. 186 How to Set Up a Dashboard .................................................................. 187 Create a Dashboard ...................................................................... 187 Dashboard Portlet Setup ................................................................. 188 Dashboard Layout ....................................................................... 189 Share a Dashboard ...................................................................... 193 Publish a Dashboard ..................................................................... 193 Edit a Portlet in a Dashboard ............................................................. 194 Remove a Portlet from a Dashboard ....................................................... 194
195
About Data Providers ........................................................................ 195 Interactive Portlets .......................................................................... 196 Personalize Pages with Interactive Portlets ................................................ 196 Create the Interactive Portlet ............................................................. 197 Grid Portlets................................................................................. 198 Create a Grid Portlet ..................................................................... 199 Determine a Grid Portlet's Columns and Layout ............................................ 200 Add a Gantt Chart to a Grid Portlet ........................................................ 202 Add an Image to a Grid Portlet ........................................................... 204 Add a Progress Bar to a Grid Portlet ....................................................... 205 Add a Time-Scaled Value to a Grid Portlet ................................................. 206 Add an Aggregation Row for a Number Field to a Grid Portlet ............................... 209 Graph Portlets ............................................................................... 210 Graph Portlet Types ...................................................................... 210 Create a Graph Portlet ................................................................... 211 Determine a Graph Portlet's Data and Layout .............................................. 213 Determine a Graph Portlet's Appearance .................................................. 213 Create a Filter Section for a Grid or Graph Portlet .............................................. 219 Filter Portlets ................................................................................ 220 Filter Precedence ........................................................................ 221 Scope of Filter Portlets ................................................................... 222 Filter Persistence ........................................................................ 222 How to Set Up a Filter Portlet ............................................................. 223 Create a Filter Portlet .................................................................... 224 Add a Field to a Filter Portlet ............................................................. 225
Add a Lookup or Multi-valued Lookup Field to a Filter Portlet ................................ 226 Determine the Layout of Fields on Filter Portlets ........................................... 228 Add a Filter Portlet to a Personal Dashboard ............................................... 229
231
About Discussions ........................................................................... 231 How to Manage Project or Programs Discussions ............................................... 232 Create New Discussion Topics ................................................................ 233 Post Messages to Discussion Topics ........................................................... 234 Post Replies to Messages ..................................................................... 235 View Discussion Threads ..................................................................... 236 Expand and Collapse Discussion Threads .................................................. 237 Display the Participants of a Discussion Topic .................................................. 237 Modify Topics and Messages .................................................................. 238
239
Hierarchical Lists ............................................................................ 239 Sort Hierarchical Lists .................................................................... 239 Expand and Collapse Rows in Hierarchical Lists ............................................ 240 Filter Hierarchical Lists ................................................................... 240 Configure Hierarchical Lists ............................................................... 240 Actions Menu ................................................................................ 241 Access the Actions Menu ................................................................. 241 Change Column Sort Order ............................................................... 242 Data Export ............................................................................. 243 Edit Data Fields .......................................................................... 248 Select All Items in Lists .................................................................. 248
249
253
Budget Forecast Analysis Report .............................................................. 253 Chargeback GL Account Activity Report ....................................................... 257 Customer & Provider Chargeback Report ...................................................... 260 Customer Invoice Report ..................................................................... 263 Key Tasks and Milestone Status Report ....................................................... 267 Missing Time Report ......................................................................... 269 Portfolio Alignment Report ................................................................... 272
Contents 11
Investment Status Report .................................................................... 276 Project Transactions Inquiry Report ........................................................... 281 Resource Assignments Report ................................................................ 287 Resource by Role Description Report .......................................................... 290 Timesheet Detail Report ..................................................................... 293
297
Resource Portlet ............................................................................. 297 Portfolio Portlet .............................................................................. 299 Portfolio Dashboard ...................................................................... 300 Investment Dashboard ................................................................... 303
Index
305
Chapter 1: Introduction
A number of options and features are common to all of the user modules. Access to these features and options depend on your access rights, and on your companys use of the product. These options and features are designed to help you use the application more efficiently and effectively. This section contains the following topics: Personal Options and Views Overview (see page 14) Company-wide Information and Views (see page 14) Common Features (see page 15) Access Right Types (see page 16) Configuration Versus Customization (see page 17) Content in Guides (see page 17)
Chapter 1: Introduction 13
Common Features
Common Features
Common features are available throughout CA Clarity PPM. Using common features is the same regardless of how you accessed them. The following lists the common features: Search and Filter You can perform basic and advanced searches from many pages within the product. In addition, CA Clarity PPM provides a number of search filters that allow you to search for specific objects using search filters with specific criteria. Hierarchical list navigation You can sort, filter, or configure standard flat lists and hierarchical lists. Configuration options Allows you to perform a number of configurations to change the pages and portlets you use to better suit your needs. Discussion boards You can create discussion topics within certain objects to allow you to discuss the particulars of that object with those who have access to it. User actions You can perform a number of user actions from most list pages. You can either configure these lists to change their layout, sort them by multiple columns, export the data to an Excel spreadsheet, or edit the data in the list columns. Audit You can view audit records that show deletions, additions, and updates to data in the object.
Chapter 1: Introduction 15
Content in Guides
The content in the CA Clarity PPM guides is based on the out-of-the-box versions of CA Clarity PPM. If you or your CA Clarity PPM administrator has configured a page or portlet, the procedures for that page or feature in the guide may be different.
Chapter 1: Introduction 17
About Departments
CA Clarity PPM departments represent units in the organizational structure of your company. You can centrally manage and have access to a variety of information about your department, including: Resources, the members of a department. Investments such as projects, services, assets, or applications that your department manages. Income statements to monitor and approve charges for delivered services or investments. Note: See the Financial Management User Guide for more information. Portfolio management to build scenarios and analyze your departments health and alignment. Subscriptions to services or investments managed by other departments whose resources help support your department functions. Recovery statements to monitor credit received or pending for services your department delivered to other departments. Note: See the Financial Management User Guide for more information. Audit trail of changes made to your department.
About Departments
About Departments
Department - Navigate Allows the user to navigate to department pages. The user will need additional access rights to view the list of available departments. Type: Global Department - View Allows the user to view only specified departments. This access right does not include the Department - Navigate access right. Type: Instance Department - View - All Allows the user to view all departments. This right also includes the Department - Navigate right. Type: Global Department - View Chargeback Information Allows the user to view invoices and recovery statements of specific departments. Type: Instance Department - View Chargeback Information Allows the user to view invoices and recovery statements of all departments. Type: Global Department Invoice - Approve and Reject Allows the user to approve or reject invoices of specific departments. Type: Instance Department Invoice - Lock, Regenerate and Submit for Approval Allows the user to lock, regenerate, and submit invoices for approval of specific departments. Type: Instance
Create Departments
Create Departments
You can create and initially define a department by naming it, associating it with an entity, and optionally selecting a parent department, department manager, and business relationship manager. When you create a department, a corresponding OBS unit is also created based on the selected entity and the parent department. Only CA Clarity PPM administrators can view OBS hierarchies. To create a department 1. Select Departments from the Organization menu. A list of existing departments appears on the Departments page. 2. Click New. The Create Department page appears. 3. Enter the following required information: Department Name Defines the name of the department. Required when creating a new department. You can change the name after submitting. Limits: 120 characters Department ID Defines the unique department ID. Once the department is created, this field cannot be changed. Limits: 20 characters Your CA Clarity PPM administrator can set the ID for autonumbering. Note: Contact your CA Clarity PPM administrator or see the Studio Developer's Guide for more information. Entity Defines the entity used to associate an organizational structure and financial defaults with the department. Once the department is created, this field cannot be changed. Parent Department Indicates if this department is a child (or sub-department). Required only if this department is a child to another department. Description Defines the detailed information about the department. Limits: 240 characters
4. Enter or change the following fields as needed. Change the department manager. Select a business relationship manager. Delegate invoice approval to sub-departments.
Entity Defines the entity that is used to associate an organizational structure and financial defaults with the department. Required when creating a new department. Read only after submitting the new department. Parent Department Defines the parent department name. Optionally, click the Browse icon to select a parent department. Example: The Retail Banking IT department is a parent to the Application Development group. Description Defines the detailed department description. Required when creating a new department. You can update the description after submitting. IT Customer Display only. Specifies whether this department has subscribed to at least one service. Default: Cleared IT Provider Display only. Specifies whether this department manages or owns at least one service. Default: Cleared Department Manager Defines the department manager. By default, this field is populated with the resource ID of the user who created the new department. The user selected as the department manager is automatically granted the Department - Edit access right. Business Relationship Manager Defines the user who is a liaison between this department and other departments. The user selected as the business relationship manager is automatically granted the Department - View access right. Delegate Invoice Approval Specifies whether you want to allow sub-departments to approve invoices. You can select this option only if the parent department has delegated invoice approval to the sub-department. Default: Cleared 3. Submit your changes.
Calculate NPV Data Indicates that budget dates follow the department dates. 4. Submit changes.
To remove a department location from the list 1. On the Department: Properties: Locations page, select the check box next to the location you want to remove from the list. 2. Click Remove. The location is removed from the list.
Subscribe to Services
To subscribe to a service 1. On the Department: Subscriptions page, click Add. The Service List page appears. 2. Browse for or filter available services. 3. Select the check box next to each service to which you want to subscribe, and click Add. The selections appear in the subscription list.
Remove Subscriptions
To remove a subscription 1. On the Department: Subscriptions page, select the check box next to each subscription you want to remove the list, and click Delete. A confirmation page appears. 2. At the confirmation, click Yes.
Department portfolios can be either Provider or Customer but not both at the same time. Departments that own investments and fund investments can potentially have provider and customer department portfolios. You can create one or more portfolios for your department. Note: See the Portfolio Management User Guide for more information. To access department portfolios 1. Select Departments from the Organization menu and then click the name of the department whose portfolio you want to analyze. The Department: Properties: Main - General page appears. 2. Click the Portfolios subtab. The Department: Properties page appears displaying the list of portfolios associated with that department. 3. Click the name of the portfolio. The Portfolio: Properties: General page appears. Note: See the Portfolio Management User Guide for more information.
2. Do one of the following: Click the Resources icon to view the list of resources that are members of the department, or edit a resources properties or allocations. Click the Role icon for a department or sub-department to view the roles in that department or sub-department, or edit a roles properties or allocations.
Note: See the Resource Management User Guide for more information.
Delete Departments
View Investments
To view department investments 1. Select Departments from the Organization menu and then click the name of the department you want to edit. The Department: Properties: Main - General page appears. 2. Click the Investments tab. The Department Investments page appears. 3. Filter or browse for the investment or service. 4. Click the Investment link to view and edit the selected investment or service.
Delete Departments
You can delete a department if it is not associated with a location. When you delete a department, its sub-departments are also deleted. To delete a department 1. Select Departments from the Organization menu. A list of departments appears on the Departments page. 2. Browse or filter the departments you want to delete. 3. Remove any location association from the departments you wish to delete. 4. Select the check box next to each department. 5. Click Delete. 6. At the confirmation, click Yes.
Chapter 3: Organizer
You can use the Organizer to access your action items, tasks, calendar events, processes, and notifications from a single location. This section contains the following topics: Organizer Overview (see page 35) View the Organizer (see page 36) Action Items (see page 36) Tasks (see page 42) Calendar Events (see page 43) Processes (see page 48) Notifications (see page 55)
Organizer Overview
The Organizer provides you with a central access point for all of the action items, tasks, calendar events, processes, and alert notifications to which you have been assigned or invited. This allows you to see the big picture from a single location without having to access different areas within CA Clarity PPM. Use the Organizer to do your daily work. The Organizer contains the following tabs for you to access different functional areas: Action Items. Access, view, and manage all of your action items. Tasks. View and track the progress of the tasks to which you have been assigned. Calendar. Manage calendar events that you create and those to which you have been invited. Processes. View, run, filter, and delete the processes to which you have access. Notifications. View your received alert notifications.
Chapter 3: Organizer 35
Action Items
Action items are units of non-task work that you assign to yourself or to others and that others assign to you. You can use action items to track the progress of projects and to ensure that a project is complete and on time. While you create your personal action items from the Organizer, you create your project-specific action items from within a project. The Organizer: Action Items page lists all of the personal and project-specific action items that you create and those that others created and assigned to you. A check mark in the Is Proxy column indicates if the person assigned to the item was assigned by proxy. A check mark in the Is Escalated column indicates that the action item has been escalated to you from someone else. The last column on the right may contain one of two colored icons. The Over Due Action Item icon indicates the action item is overdue, the On Schedule icon indicates the action item is on time.
Action Items
3. Click an action items name to view its details. The Action Item Details page for that action item appears. You can take the following actions for this action item: Set status for all assignees. Select a status for all assignees and click Apply. Click Submit to return to the Organizer: Action Items page and view the change of status applied to all action item assignees. Remove assignees. Edit action item properties. Delete the action item.
Chapter 3: Organizer 37
Action Items
Description Defines the description of the action item. Priority Specifies the priority level of the action item. Values: Low, Medium, or High Due Date Defines the date the action item is due for completion. If desired, select the hour and minute the action item is due. Recurring Indicates if the action item to occur at regular intervals. If the action item is to occur only once, clear this check box. Frequency Specifies how often the action item to reoccur. For example, enter 1 in the Frequency field if you need to create a status report each week. Units Specifies the time period during which the action item will reoccur. Values: Days, Weeks, Months, and Years Until Indicate the last date on which you want the action item to reoccur. 4. In the Notify section, complete the following fields: Notify Assignees Indicates if a notification is sent (via email message, to the Overview: General page, or via SMS) to the assigned resource. Send Reminder Indicates if a reminder email notification is sent to the assigned resource (or resources) when the action item is due. Time Before Reminder If the Send Reminder check box is selected, defines the amount of time before the item is due that you want the reminder to occur. For example, enter 15 in this field, and select Minutes in the Units field.
Action Items
Units If the Send Reminder check box is selected, specifies the time unit you want to use for the reminder. 5. In the Assignees section, click the Browse icon to select the resources to whom you want to assign the action item. 6. Click Submit.
3. Click Edit. The Action Item Properties page appears. 4. To apply your modifications to all occurrences of this action item, select the All Occurrences of this action item field at the bottom of the page. 5. Click Submit.
Chapter 3: Organizer 39
Action Items
5. Click Submit.
Action Items
Chapter 3: Organizer 41
Tasks
Tasks
Use the Organizer: Tasks - Personal page to view all personal tasks that you created and those others assigned to you. You can also use this page to view a projects work breakdown structure, and view and to modify task details. You cannot be assigned tasks on other investments, such as applications, services, or ideas. To view your list of personal and assigned tasks Select Organizer from the Personal menu, and then click the Tasks tab. The Organizer: Tasks - Personal page appears and a task entry will appear on your task list for each assigned task. The following columns appear on the task list: Task Displays the name of the task. Click this link to view and edit task details. Your access rights to the investment will determine the fields you can edit. Start, Finish Displays the start and finish date of the assigned task. Actuals Displays the number of hours posted to the resources timesheet. Actuals will appear after the Post Timesheets job is run. Pending Actuals Displays the number of hours entered on the resources timesheet that are waiting to be posted. Pending Actuals appear after the resource submits time against the tasks. ETC Displays the estimated hours to complete the task. Status Displays the state of the task. Values: Not Started. No time has been posted against the task. Started. Automatically changes the status to "Started" when time was posted against the task. Completed. Automatically changes the status to "Completed" when the task ETC has zero hours and the task status is updated to "Completed".
Calendar Events
Calendar Events
Calendar events are milestones, such as meetings or appointments, that are scheduled for a specific time and location. A calendar event can include one or more participants. The Organizer: Calendar page lists all of the calendar events to which you have been invited or you have created.
Chapter 3: Organizer 43
Calendar Events
Calendar Events
Recur Every Specifies the time period in which the event will reoccur. Values: Days, Weeks, Months, and Years Until Specifies the last date on which the event will reoccur. 6. To select participants for the event, in the Participants section, do one of the following: If you know the user name for each project participant you want to invite, or if you know the name of the group, enter the names in the Quick Add field, then click Add. Use commas to separate each name. To view the list of project participants or groups available for the event, do the following: a. Click Add below the Quick Add field. The Browse Resources page appears. b. Select the participants you want to invite to the event and then, click Add. The Event Properties page appears. c. In the Participants section, select the required participants and click Add next to the Quick Add field.
7. To check the availability of the selected participants, click Check Availability. The Check Availability page appears. The final invited project participants or groups display in the participants list. 8. In the Notify section, complete the following fields to notify participants of the event : Notify Participants Indicates if an email notification is sent to invitees. Send Reminder Indicates if a reminder is sent to invitees about the event. Reminder time before event Specifies when the reminder is sent. Values: minutes, hours, days, or weeks 9. Click Submit. The Organizer: Calendar Day View - Personal page appears. The event displays on your calendar on the event date, and is listed on the Organizer: Calendar Events page.
Chapter 3: Organizer 45
Calendar Events
Calendar Events
Chapter 3: Organizer 47
Processes
Processes
A process is a series of actions resulting in an end. Steps comprise the series of actions. All processes have the following underlying characteristics: A start step and finish step. Post-conditions and pre-conditions to connect the steps.
Each step performs a single action that is intended to move the process toward its completion. Each time a process is startedeither via a manual action or automated triggera process instance is created. Note: Processes are not explicitly mark as complete. The completeness of a process instance depends on the status of the steps it contains. When the Finish step is completed, the process instance ends. You can view the following processes from the Organizer: Initiated. Process instances that you started or to which you have view access. Available. Processes available for you to initiate and to edit their definitions.
Processes
Note: To view a list of all global available processes, you must be a process administrator. To view initiated or available processes 1. Select Organizer from the Personal menu. The Organizer: Action Items page appears. 2. Click the Processes tab. The Organizer: Initiated Processes page appears. 3. Click the Initiated subtab or Available subtab as needed to view processes you initiated and to view processes that are available for you to view. A list page with initiated or available processes appears.
Chapter 3: Organizer 49
Processes
Start Processes
Use the Organizer: Available Processes page to start processes. Each time you start a process, a process instance is created. From this page, you can start non-object based processes for which you have access rights: Note: To start object-based processes, you must access these processes from the Processes tab within the object. To start a process 1. Select Organizer from the Personal menu. The Organizer: Action Items page appears. 2. Select the Processes tab. The Organizer: Initiated Processes page appears. 3. Select the Available subtab. The Organizer: Available Processes page appears. 4. Select the check box next to the process you want to start. 5. Click Start. The Organizer: Initiated Processes page appears displaying the new process instance.
Processes
Modify Processes
You can modify processes when the mode is set to "Draft or On Hold. You cannot modify processes with the mode is set to Active. To modify a process 1. Select Organizer from the Personal menu. The Organizer: Action Items page appears. 2. Click the Processes tab. The Organizer: Initiated Processes page appears. 3. Select the Available subtab from the page toolbar. The Organizer: Available Processes page appears. 4. Click the name of the process you want to modify. The Process Definition: Properties page appears for that process. 5. Do the following: a. b. c. d. e. Modify the generic attributes for this process. Update the process steps as desired by adding, renaming, deleting, adding conditions to, or altering actions. Update groups by adding, removing, reorganizing, or renaming them. Update escalation properties by changing escalation type, level, grace period, or additional notifications. Click the Validation link to validate the process modifications. If errors are identified, correct them and re-validate the process. If no errors are identified, click Exit.
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Processes
Processes
Delete Processes
With the appropriate access rights, you can delete processes. However, you cannot do this from the Organizer. Your CA Clarity PPM administrator can delete global processes. Note: See the Administration Guide for more information.
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Processes
Notifications
Notifications
Notifications can be alerts, emails, or SMS messages that you receive notifying you of new activities or changes in CA Clarity PPM. You receive alert notifications in your Organizer on the Organizer: Notifications page and in the Notifications portlet on the Overview: General page. The method in which you receive notifications depends on the notification method you specify on the Account Settings: Notifications page. For example, you can choose to receive process notifications via an alert, email, and/or SMS. To receive alert notifications in the Notifications portlet and on the Organizer: Notifications page, you must have selected the Alert check box for each functional area to which you want to receive alert notifications. The Organizer: Notifications page lists all of the alert notifications according to the notification's functional area, message content, date sent, senders last name, or senders first name. You can receive notifications for the following functional areas: Action items Change requests Discussions Documents Escalations Events Finance Incidents Issues Processes Projects Reports and Jobs Requisitions Risks Timesheets
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Notifications
Delete Notifications
You can delete notifications that you no longer need. To delete a notification 1. Select Organizer from the Personal menu. The Organizer: Action Items page appears by default. 2. Select the Notifications tab. The Organizer: Notifications page appears. 3. Select each notification you want to delete and click Delete. The Delete Confirmation page appears. 4. Click Yes. The notification is deleted.
Change the page layout by: Changing the number of columns in which the portlets appear Changing the location of the portlets on the page
You can only view the tab name and the description of the Overview: General page; the pages properties cannot be personalized.
6. From the Personalize: Content page, click Exit to return to the Overview: General page. 7. To move the portlets around the page, return to the Personalize: Content page and click Continue.
2. Select the Hide If Empty check box to hide the portlet if a value is not entered in the corresponding filter portlet field during a filter request. If you select the check box for multiple attributes in a portlet, a blank corresponding filter portlet field for any of the attributes will cause the portlet not to appear. 3. Click Submit.
Remove a Tab
You can remove the tabs that you create. You cannot remove the General tab or the tabs installed with the PMO Accelerator. To remove a tab 1. Click Overview from the Personal menu. The Overview: General page appears. 2. Click the Manage My Tabs link. The Manage Tabs page appears. 3. Select the tab you want to delete. 4. Click Delete. This removes the tab from the Manage Tabs page and from your Overview: General page.
Reorder Tabs
You cannot change the order of the default or installed tabs. However, once you have added at least two personal tabs, the application allows you to change the order of those tabs. The application automatically adds your personal tabs next to the last default or installed tab. To reorder your personal tabs 1. Click Overview from the Personal menu. The Overview: General page appears. 2. Click the Manage My Tabs link. The Manage Tabs page appears. 3. Click Reorder. Note: This button only appears when you have added at least two personal tabs. The Reorder Tabs page appears listing the tabs that you created in the Tabs menu. 4. Select the tab you want to move and click the Move Up or Move Down arrow as needed to change the order. 5. When you have completed your changes, click Submit. The order of the tabs has changed on the Manage Tabs page and on the Overview: General page.
Depending on your column layout (three-column or two-column), you may see all or only some of these portlets. You can change your default work area by adding or remove contents as available and according to your needs. Note: To receive alert notifications in the portlets on this page, you must have selected the Alert check box for each functional area (notification category) for which you want to receive alerts.
My Projects Portlet
The My Projects portlet displays a list of projects to which you have either been assigned or which you have added to your My Projects portlet from the Project Properties page. Use this portlet to quickly access projects for viewing and editing, and to create new projects. In addition, you can access the following collaboration tools for each project from this portlet: Click the projects Document Manager icon to go to the Project Document Manager page for that project. Click the projects Calendar icon to go to the Project Collaboration: Day View page for that project Click the projects Discussions icon to go to the Project Collaboration: Topics page for that project
Events Portlet
The Events portlet displays a list of events which you created and which you have accepted to attend. An event can be a meeting or a special occasion, and you can invite multiple resources to attend. Use the Events portlet to see at a glance the date, time, and duration of the events to which you have accepted. In addition, you can view event details, edit the events you created, and create new ones. New events to which you are invited are only listed on the Organizer: Calendar Events page. If you decide to accept the event, it is also listed in the Events portlet. Declined events do not appear in this portlet. You can also view, edit, and create events from the Organizer: Calendar Events page.
Notifications Portlet
You can view your alert notifications listed in the Notifications portlet of your Overview: General page. This portlet displays the number of notifications you have received by category. You can also view your alerts in your Organizer on the Organizer: Notifications page.
This section contains the following topics: Document Repository Overview (see page 71) Folders (see page 74) How to Manage Documents (see page 81)
Though most users can access these repositories, their access to the folders and documents within it vary. With the appropriate permissions, users can create new folders, add documents to them, and edit both documents and folders. There are some key differences in the two repositories access rights.
The following rights to access may be required to manage or view content in the Knowledge Store: Knowledge Store - Administrate Allows you to access all of the folders and documents in the Knowledge Store. Only users with the Knowledge Store - Administrate access right can create folders at the very top-level of the Knowledge Store folder tree. Users with the Knowledge Store - Access access right and with the appropriate permissions can add subfolders and documents to those folders. Knowledge Store - Access Allows you to create, edit, and view documents and folders in the Knowledge Store to which you have access. Allows you to delete the folders you created, and the documents you added. Knowledge Store - View All Allows you to view all documents in the Knowledge Store.
Permission Read
Description You can do the following: Open current and prior versions of a document Check out current and prior versions of a document
Read/Write
You can do the following: Open, read, copy, and move documents
Permission
Description Check in or check documents View checkin/checkout history View document versions View and modify document properties View and modify document permissions Attach processes for documents Add new folders and documents
Read/Write/Delete
You have all the read/write permissions, plus you can move and delete documents and folders.
All Document Manager participants are automatically given the Read permission. The other permissions to Document Manager are granted by the project manager, the program manager, the resource manager, or CA Clarity PPM administrator.
Folders
Folders
Folders can stand-alone and contain documents, or a folder can serve as a top-level folder that contains subfolders. Both top-level folders and subfolders can contain documents. To view the list of actions you can take with a folder, from the Knowledge Store page or from a Document Manager page, click the Actions menu for a folder. The actions that display are determined by your access rights and permissions. If you do not have the appropriate access for a particular action, the action does not appear in the Actions menu for that folder.
Create Folders
A folder can stand-alone and contain documents, or it can house subfolders with documents. Only users with Knowledge Store - Administrate access can create folders at the very top of the folder tree. When you create a top-level folder, you select the resources whom you want to have access to this folder. Make sure you are at the correct level where you want to create the folder. For example, to create a top-level folder, click the Top link on the left side of page to get to the top-most level, and choose New Folder from the Top folders Actions menu.
Folders
If you are adding a folder from a project, program, or resource document page, choosing New Folder from the Actions menu takes you to the Documents: Add Folder page. From this page you can specify the folder name, the default owner, and the resources who can access this folder.
Create Subfolders
You can create multiple subfolders for a top-level folder, and subfolders for a subfolder. When you create a subfolder, the application automatically gives read/write access to that subfolder to those resources you selected at the top-level. These resources are called participants. You can select individual resources from the existing participant group and give access to additional users as well. To create a folder 1. Select Knowledge Store from the Organization menu. The Knowledge Store page appears. 2. Choose New Folder from the folders Actions menu. The Documents: Add Folder page appears. 3. Complete the following fields: Folder Name Defines the folders unique name. Access Defines the resources who have access to this folder. Click the Browse icon to select additional resources from a list of resources to which you have access. You can also remove an existing resource. Resources are automatically grouped as participants. You to grant them access to any of its subfolders as a group. Allow Non-participants to Access Folder Indicates if you want non-participants to have access to this folder. 4. Click Submit. The Knowledge Store page appears, where the folder you created is displayed in the list.
Folders
Default: All Participants selected. Allow Non-Participants to Access Documents Indicates non-participants can access this folder.
Folders
Enable Check Out Indicates if resources with appropriate access can check out and edit the file. Enable Versioning Indicates resources with appropriate access can create another version of the file. Notify Resources/Groups Indicates if resources who have access to the files are notified when documents are added. Description Defines the description of the files. Comments Specifies any comments about the files. 4. Click Add. The Knowledge Store page appears, where the files you added are displayed beneath the selected folder.
The zip file name is the name of the folder by default. You can choose where to download the file. When you download files from a folder, the file structure is not maintained in the saved zip file. Important! The document download setting must be enabled before you can download files. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information.
Folders
Folders
Folders
Delete Folders
You can delete the folders you have created. If the Delete option is not available, you do not have the required permissions to perform the action. All documents, document versions, and subfolders in a folder are deleted when you delete the folder. To delete a folder 1. Select Knowledge Store from the Organization menu. The Knowledge Store page appears. 2. Choose Delete from the folders Actions menu. The Confirm Folder Delete page appears. 3. Confirm the deletion by clicking Yes. The folder and all of its contents are deleted from the Knowledge Store.
Check In Documents
Use the Check In option from the Actions menu to check in documents. After checking out a document for editing purposes, you must check it back in. Only the resource that checked out the document originally can check in the document. The steps for checking in a document from a Document Manager page are similar to the steps described in this section. To check in a document 1. Select Knowledge Store from the Organization menu. The Knowledge Store page appears. 2. Choose Check In from the documents Actions menu. The Documents: Check In Document page appears. 3. Complete the following fields: File Click the Browse icon to indicate the location of the file. Comment Specifies comments used to help track edits to the document. If versioning is enabled for this document, comments are displayed for each version of the document shown on the Document Versions page. If versioning is disabled for this document, only the latest comments display on the Document Versions page. Notify Resources/Group Indicates if a notification message is sent to those with access to the document letting them know there has been a change. 4. Click Submit. The document is checked in.
Copy Documents
Use the Copy Document: Select Folder page to copy a document to additional folders. After you do so, the document appears in the folder(s) you copied it to as well as the folder you copied it from. You can also copy a document directly from the Knowledge Store page by selecting the document and clicking Copy. The steps for copying a document to a different folder location from the document Manager are similar to the steps described in this section. To copy a document 1. Select Knowledge Store from the Organization menu. The Knowledge Store page appears. 2. Locate the document you want to copy to a different folder. Choose Copy from the documents Actions menu. The Copy Document: Select Folder page appears.
3. From the Select Placement section, select the folder to which you want to copy the document. 4. Select the Notify Resources/Groups option if you want the resources with access to this document to be notified about the copy action. 5. Click Copy. The Knowledge Store page reappears.
Copy a Document Version to a Different Folder You can copy a specific version of a document to a different folder. If you do this, you may need to revise the documents permissions after copying it. To copy a version of a document to a different folder 1. Select Knowledge Store from the Organization menu. The Knowledge Store page appears. 2. Choose Versions from the documents Actions menu. The Document Versions page appears and lists all the versions of the document. 3. Choose Copy from the document versions Actions menu. The Documents: Copy Document page appears. 4. Select the folder to which you want to copy the document, and click Copy. The Knowledge Store page appears.
Delete Processes
You can only delete completed or cancelled processes; not the ones that are still running. To delete a process 1. Select Knowledge Store from the Organization menu. The Knowledge Store page appears. 2. Choose Processes from the documents Actions menu. The Document: Initiated Processes page appears. 3. Select the process you want to delete, and click Delete. A Confirm Process Instance Delete page appears. 4. Click Yes to confirm the deletion.
Delete Documents
Deleting documents from the Knowledge Store removes all versions of the document from CA Clarity PPM (but not from your computer or network drive). You can delete a document in two ways: Select Knowledge Store from your Organization menu. From the Knowledge Store page, locate and select the document you want to delete and click Delete. On the Confirm Document Delete page, click Yes to confirm the deletion. Choose the document you want to delete, choose Delete from the documents Actions menu. On the Confirm Document Delete page, click Yes to confirm the deletion.
The steps for deleting documents from a Document Manager page are similar to the steps described in this section.
Chapter 6: Timesheets
Use timesheets to access your current timesheet, record your actuals, manage your timesheets, and use CA Clarity PPM Offline Timesheets. This section contains the following topics: Timesheet Overview (see page 91) How to Enter Time (see page 95) Timesheet Notes (see page 103) How to Approve and Analyze Timesheets (see page 105) CA Clarity PPM Offline Timesheets (see page 109)
Timesheet Overview
You can use timesheets to record time booked on assignments: project tasks, incidents associated to investments, indirect work, and time allocated to other activities. For projects and investments, your time is recorded at the task level by time periods based on the tasks duration and on the overall duration of the investment. Once a timesheet is approved, it is posted by the Post Timesheets job. Posting integrates the actuals (recorded number of hours worked) into the plan so that managers can compare actuals with estimates, and modify their plan as needed.
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Timesheet Overview
Timesheets - Approve All Allows you to approve all submitted timesheets. Offline Timesheet - Download Allows a user to download CA Clarity PPM Offline Timesheets from the Software Downloads page. Type: Global Administration - Application Setup Allows user to edit CA Clarity PPM options and settings, including OBS, Time, Data Administration and General Settings. This access right includes those rights provided by the Administration - Access access right. Type: Global Resource - Approve Time Allows the user to approve and reject timesheets for a specific resource. The right does not imply the Resource - Enter Time access right. The Timesheets link will appear on the personal page. Type: Instance Resource - Enter Time This right allows user to complete, submit, and reject timesheets for a resource. The Timesheets link appear on the Personal page. Type: Instance
Timesheet Overview
Defined input type codes and charge codes (if used by your company) and communicated them to you.
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Timesheet Overview
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Pre-populating your current timesheet does not copy assignments whose finish dates precede the start date of the current timesheets time period. For example, if the timesheet period is 10/01/06 to 10/07/06 and the assignments finish date is 9/15/06, the assignment will not display on your current timesheet. If you want to add that assignment, you will have to add that task manually. If you did not work on all of your assignments during the current timesheet period, you can delete those you did not work on.
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Submit Timesheets
You can submit your timesheet from the Timesheets list page or from the Timesheets page. Submitted timesheets are sent to your manager for approval. Your manager receives a notification that you have submitted your timesheet. After you submit a timesheet, a timesheet approval process is kicked off, the timesheet status is locked, and only the designated timesheet approvers can return the timesheet. However, there is a short window (before the timesheet process kicks off) when you can return the timesheet yourself, but once the process has been initiated, the timesheet status is locked by the process. To submit your timesheet for approval 1. Do one of the following: From the Timesheets list page, select the timesheet you want to submit, and click Submit for Approval. Open your timesheet and click Submit for Approval.
Print Timesheets
You can print a timesheet directly from your browser. To print a timesheet 1. Select Timesheets from the Personal menu. The Timesheets page appears. 2. Open the timesheet you want to print. The Timesheet page appears. 3. Click the [Printable Version] link, which appears at the top right and bottom right of the page. A new Timesheet window opens with a read-only version of the timesheet. 4. Use your browsers print command to print the timesheet.
Timesheet Notes
Timesheet Notes
You can add notes to timesheets to create a reminder for yourself, or to communicate something to someone else. Your manageror someone else with time entry access rights to your timesheetcan add notes as well. You can add notes at two levels: for the entire timesheet or for a singe timesheet entry. Notes are listed in the order in which they were created, with the most recent note appearing at the top of the list.
Timesheet Notes
Return Timesheets
On occasion, you may need to return a timesheet to a resource for correction. A resource may have selected the wrong time period, or added time to the wrong task. When you return a timesheet, the resource receives a notification that the timesheet has been returned. The resource can resubmit the timesheet after making the correction. You can return timesheets for resources to which you have Resource - Approve Time access rights. To return a timesheet 1. Select Timesheets from the Personal menu. The Timesheets page appears. 2. Open the timesheet you want to return. 3. Click Return Timesheet. The Timesheet Notes page appears. 4. Enter an explanation in the Note field about why the timesheet is being returned. 5. Click Add to save the note. This lists the note on the Time Entry Notes page. 6. Click Submit to return the timesheet. The resource will receive a notification that the timesheet has been returned. The Status of the timesheet remains "Open".
ETC Defines the total remaining work (Estimate To Complete) for the task. Required: No
Delete Timesheets
You cannot delete the timesheets of any user, even your own. However, you can delete adjusted timesheets that you create.
Additionally, if the proxy server is enabled, you need the following: Proxy server name Port username Password information
6. Click Save to Server. The data is saved and transferred to CA Clarity PPM.
Note: If another user updates the timesheet in CA Clarity PPM before you submit your changes, a status message appears indicating the condition. Go to the Timesheets page and retrieve that timesheet again. To save an offline timesheet to CA Clarity PPM 1. From your Windows Programs menu, select CA Clarity PPM Offline Timesheets. Microsoft Excel opens up and the Timesheet List page appears. 2. Click Save to Server. The timesheet is saved to CA Clarity PPM.
Data from the offline timesheet is transferred to CA Clarity PPM. Your timesheet in CA Clarity PPM is then identical to your offline timesheet.
The version number of the online timesheet is increased by one to ensure that no one checks in an outdated timesheet. The version number of the timesheet on the local hard drive is also increased by one to further ensure that timesheet data is protected. The Timesheets page is updated to reflect the status of the saved and submitted timesheet.
To submit your offline timesheet 1. From your Windows Programs menu, select CA Clarity PPM Offline Timesheets. Microsoft Excel opens up and the Timesheet List page appears. 2. Click Submit. Your offline timesheet data is transferred to CA Clarity PPM and is ready for approval.
Chapter 7: Reports
Reports are documents that organize and display extracted data into meaningful information. With reports, you can capture and analyze data related to your work. You can run and view out-of-the-box reports or reports designed for your specific needs. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. This section contains the following topics: Stock Reports (see page 119) About Report Security (see page 120) Reports Access Rights (see page 120) Jobs Affecting Report Data (see page 121) View a List of Reports (see page 122) Run or Schedule Reports To Run (see page 122) Scheduled Report Runs (see page 122) Add Reports to the My Reports Portlet (see page 128) Set Up Report Status Notifications (see page 128) Grant View Permissions to Report Runs (see page 129) View Generated Reports (see page 130) Delete Generated Reports (see page 130)
Stock Reports
Stock CA Clarity PPM reports are provided to address many of your reporting needs. You must be granted the appropriate access rights to view and work with reports. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information.
Reports - Run - All Allows you to run any report. Allows scheduling of any report, editing of the report properties for any report and viewing the output of any report. You must also have the Reports - Access access right. Type: Global Report - Run Allows you to run the reports to which you have access, and to edit report properties and review report output. You must also have the Reports Access access right. Type: Instance Reports - View Output - All Allows you to view the output of any report. This right is dependent on the Reports - Access access right being granted. Type: Global Reports and Jobs - Administrator Access Allows you to view report and job definitions. This right also allows you to view the reports and jobs categories. Type: Global Reports and Jobs - Create Definition Allows you to create, edit, and view report or job definitions. This right is dependent on the Report and Jobs - Administer Access access right being granted. Type: Global Reports and Jobs - Edit Definition - All Allows you to edit any report or job definition. You must also have the Report and Jobs - Administer Access access right. Type: Global
The saved report parameters display on the Reports: Available Reports list page below the report type from which it is based.
6. In the When section, complete the following: Immediately Specifies if you want to run the report now. Default: Selected Scheduled Specifies if you want to schedule the report to run later. Default: Cleared 7. If you schedule the report to run, enter the following: Start Date Defines the date when the report will run. Start Time Defines the time in hours and minutes when the report will start to run. 8. To run the report at a recurring time, do the following: a. Click the Set Recurrence link. The Recurrence window opens. b. Define the reoccurrence of the selected report run: Weekly On. Defines the day of the week (Sunday through Saturday) on which the report run starts. Months. Defines the month (January through December) on which the report run starts. Recur Until. Defines the date until which the report run is to recur.
Monthly Days of the Month (1-31). Defines the specific day (range 1-31) each month on which the report run is to start. Months. Defines the month (January through December) on which the report run starts. Recur Until. Defines the date until which the report run is to recur.
Use UNIX crontab entry format Defines the schedule in UNIX Crontab format. For example: 0 0 1,15 * * tells CA Clarity PPM to run the report at midnight on the 1st and 15th of every month. Note: See Sun Microsystems documentation web site for more information on the UNIX Crontab format and special character usage.
c.
Click Submit. Changes are saved and the Reports: Available Reports page appears.
9. Change the properties as desired in the following sections of the page as desired: Notify Select the users or groups who should receive report status notifications. Sharing Specify the users and groups who can view the generated report. 10. Submit your changes.
To view the status of a scheduled report run 1. Select Reports and Jobs from the Personal menu. The Reports: Available Reports page appears. 2. Click the Scheduled Reports subtab. The Reports: Scheduled Reports page appears. 3. Browse for or filter the scheduled runs to check their status. The reports display in the list.
3. In the Notify section, complete the following: Resources to Notify on Failure Specifies the users who should receive report status notifications when the report run fails. Resources to Notify on Completion Specifies the users who should receive report status notifications when the report run successfully completes. Groups to Notify on Failure Specifies the groups who should receive report status notifications when the report run fails. Groups to Notify on Completion Specifies the groups who should receive report status notifications when the report run successfully completes. 4. Submit your changes.
Use the Account Settings: Personal Information page to manage your account settings. All users have access to their own account settings.
Home Page Defines your home page. Default: System Default To reset you home page to the system default home page, which is the Overview: General page, click Reset Home Page. Otherwise, to set the current timesheet as your home page, click Set to Current Timesheet. 3. Click Save. Your changes are saved.
Designate Proxies
Designate Proxies
You can temporarily designate another resource as your action items proxy using the Account Settings: Proxy page. As a proxy, the assigned resource receives, during the specified proxy period, action items, such as handling your regularly scheduled or urgent actions items while you are busy or away from the office. During the period that an action item is due, the designated proxy sees the action item in their Action Items portlet on their Overview: General page. Important! You must make sure the resource designated as your action items proxy has the appropriate access rights for the actions they will need to process. For example, if you designate a proxy to receive action items to approve timesheets, the proxy must have the Timesheets - Approve All access right in order to process the action items.
Defines the end date for the proxy period. 4. Click Save. Your changes are saved.
Notifications Setup
Notifications are automatically generated when certain actions or events are triggered. For example, you can choose to be notified by email when someone responds to a discussion topic or creates a rely. Use the Accounts Settings: Notifications page to specify the type of notifications you received by functional area.
Notifications Setup
Discussion A notification is sent when a resource replies to a discussion topic or message you have posted. Document A notification is sent when a resource adds a new document to the Knowledge Store or Document Manager. Escalation A notification is sent when a process fails or stalls and you have been identified as the person to notify for escalations. Event A notification is sent when a resource invites you to a new event or when it is time or near time for you to attend one. Finance A notification is sent when an external bill is approved and the invoice is generated and you have the finance approval access rights to view it. Incidents A notification is sent when you are identified as a contact person for an incident. Issue A notification is sent when you have been assigned to an issue. Processes A notification is sent when a resource identifies you as the person to contact when a certain step in a process has been reached. Projects A notification is sent when a resource adds you to or removes you from a project. Reports and Jobs. A notification is sent when a report or job you initiated, scheduled, or have been assigned to has completed or failed. Requisitions A notification is sent when the status of a requisition to which you have access has changed. Risk A notification is sent when you have been assigned to a risk.
Notifications Setup
Timesheets A notification is sent when you receive notification when a timesheet is submitted. If you submitted a timesheet you may receive notification that it is overdue or has been returned.
Software Downloads
Software Downloads
You can download the following software from CA Clarity PPM: Open Workbench This is a desktop project management software application. You can use it as a stand-alone software application or in conjunction with CA Clarity PPM. Sun Java Runtime Environment Use Sun Java Runtime Environment when you want to use XML Open Gateway (XOG) to pass data between CA Clarity PPM and other programs. Adobe SVG Viewer Allows you to view graphical portlets and processes.
Software Downloads
Microsoft Project Interface Use Microsoft Project Interface to connect Microsoft Project with CA Clarity PPM. Offline Timesheets Allows you to create offline timesheets in CA Clarity PPM Offline Timesheets and download them to CA Clarity PPM. SAP BusinessObjects Xcelsius 2008 Used to download and install the Xcelsius locally on your computer. Use Xcelsius to create visualizations and to set up the data connections. Note: For this download link to display on the Software Downloads page, you must have access rights to install Xcelsius and your CA Clarity PPM administrator must perform the required set up step to copy the Xcelsius setup zip file to a CA Clarity PPM install folder. Contact your CA Clarity PPM administrator if you are unable to download Xcelsius. CA Clarity UI Themes as Xcelsius Color Schemes Used to give your Xcelsius visualizations the same colors as your CA Clarity PPM portlets and pages. The CA Clarity PPM UI themes are available to use in Xcelsius visualizations. Follow the instructions on the Software Downloads page for more information on how to extract the UI themes and make them available as Xcelsius color schemes. Design Files for Stock Xcelsius Visualizations Used to help you get started with sample implementations. You can use the Xcelsius visualization design files (.XLF) as is, or you can use them as a starting point to design your own Xcelsius visualizations.
Software Downloads
Software Download - Microsoft Project Interface Required to download the CA Clarity PPM Microsoft Project Interface. Type: Global Software Download - Open Workbench Required to download Open Workbench. Type: Global Software Download - SVG Viewer Required to download the SVG viewer. Type: Global Software Download - Xcelsius Required to download Xcelsius. Type: Global
Download Software
Use the Account Settings: Software Downloads page to download software. See your CA Clarity PPM administrator if you have any questions about the download process. To download software 1. Select Account Settings from the Personal menu. The Account Settings: Personal Information page appears. 2. Click the Software Downloads link from the content menu. The Account Settings: Software Downloads page appears. 3. Click the Download link next to the name of the software you want to download. Depending on the software you select, a series of file download, "Save As", and install windows open. 4. Follow the download instructions. Be sure to make a note of the folder location to which you install the software.
About Filters
List pages consist of two sections. At the top of the page, the filter section contains search fields that allows you to specify search criteria. Below the filter section is the list section. This section displays an itemized list of application itemsprojects, resources, portfolios, timesheetsbased on the filtering criteria entered. If no filtering criteria is entered, all items display in the list. The filter section is either expanded or collapsed by default. When collapsed, the filter fields are hidden from view. You can use the Collapse Filter or Expand Filter links on the sections toolbar to change the sections state. To initiate a search, enter filtering criteria into the fields in the filter section of the page, and then click Filter. All items that match the filtering criteria are displayed in the list. When no matches occur, no results are displayed. You can then sort the list using the available tools. Filters are not case sensitive. For example, Acme, acme, and ACME return the same results.
About Filters
Save Filters
Once you have entered filtering criteria, you can save the filter to use it later. To save the filtering criteria you entered 1. Open a list page. 2. Enter filtering criteria in the filter section of the page, and click Save Filter. The Save Filter page appears. 3. Enter a name for the filter. 4. To make this filter the default filter, select Default. 5. Click Submit. The list page appears with the name of the saved filter appearing in the Filter drop-down.
About Filters
About Filters
Operator Choose "=" (equal sign). Constant Choose Yes. 5. Click Add. The second part of the formula is added to the expression and displays in the Expression field. 6. Click Submit. The list page appears. The name of the new power filter is displayed next to the Power Filter.
Owner Specifies the owner type. Values: All Owners or Selected Owners Created Date Defines the creation date of the item for which you are searching. You can enter a range of From Date and To Date. Modified Date Defines the modification date of the item for which you are searching. You can enter a range of From Date and To Date. 3. In the What to Search section, enter the following: Documents Specifies the type of document for which you are searching. Values: All, None, or a specific type Include File Contents Indicates if the document contents will be included in the search results. Include Prior Versions Indicates if a prior version of a document will be included in the search results. Forms Specifies the forms you would like to include in the search results. Values: All, None, or a specific form Events Indicates if calendar events are included in the search results. Action Items Indicates if action items are included in the search results. Discussions Indicates if discussions are included in the search results.
4. In the Where to Search section, for Areas to Search, check the box of each CA Clarity PPM module you would like to search. For example, Knowledge Store or Resources. 5. Click Search. The Search Results page displays a list of all items that match the criteria you specified in reverse chronological order to which you have permissions to view. 6. Do one of the following: To perform another advanced search, click Revise Search. The Advanced Search page appears where you can revise the fields. To return to the Overview: General page, click Back.
Multiple Character Wildcard Search Multiple character wildcard searches look for zero or more characters. To perform a multiple character wildcard search, use the "*" symbol. Example: to search for test, tests, or tester, enter the following:
test*
You can also use wildcard searches in the middle of a term. To do this, use the following query:
te*t
or,
"jakarta apache" OR "jakarta"
or,
"jakarta apache" || "jakarta"
AND The AND operator matches documents in which both terms exist anywhere in the text of a single document. This is equivalent to an intersection using sets. You can use the special character && in place of the AND operator. Example: To search for "jakarta apache" and "jakarta CA Clarity PPM", use the query:
"jakarta apache" AND "jakarta CA Clarity PPM"
or,
"jakarta apache" && "jakarta CA Clarity PPM"
+ (required) The +, or required, operator requires that the term after the + operator to exist somewhere in a field of a single document or form. Example: To search for documents and forms that must contain "jakarta" and may contain "CA Clarity PPM", use the query:
+"jakarta CA Clarity PPM"
NOT The NOT operator excludes documents or forms that contain the term after the NOT operator. You can use the symbol ! in place of the NOT operator. Example: To search for documents and forms that contain "jakarta apache" but not "jakarta CA Clarity PPM", use the query:
"jakarta apache" NOT "jakarta CA Clarity PPM"
or,
"jakarta apache" ! "jakarta CA Clarity PPM"
The NOT operator cannot be used with just one term. This query returns no results:
NOT "jakarta apache"
- (prohibit) The -, or prohibit, operator excludes documents or forms that contain the term after the - operator. Example: To search for documents and forms that contain "jakarta apache" but not "jakarta CA Clarity PPM", use the query:
"jakarta apache" - "jakarta CA Clarity PPM"
Special Character + -
Rule \+
Description double ampersand double solid vertical bars exclamation point left parenthesis right parenthesis left curly brace right curly brace left square bracket right square bracket circumflex quotes tilde asterisk question mark colon backslash
Configuration Overview
Configuration Overview
Many pages and portlets contain lists that can be configured. Pages, portlets, and filters of the following can be configured: Portfolios Projects Programs Products Applications Assets Other Work Services Tasks Baselines Subprojects Resources Requisitions Requirements Releases Release Plans Ideas Incidents
You can change the type of data that is displayed on a list page or portlet, and you can edit the filtering options and layout. For example, the default Resource List page displays resource data by resource name, ID, email address, and resource and employee type. You might find it more helpful to add a column that displays the resources role on the page as well. Similarly, the Resource List filter allows you to search by resource name and ID and other factors. Several options are available to change the appearance of fields and columns on a page or portlet. You can delete fields or portlets from a page, or move them to a different part of the page. You may want to add fields or portlets to a page. No special programming or software knowledge is required.
Configuration Overview
You can configure page/portlet layout and graphic displays: Fields and page, portlet, and filter layouts Gantt chart data and layouts Time-scaled data and layouts
Note: If a page or portlet contains too many columns, filters, and aggregated fields, the dynamic query that searches for and displays data for your page might be overwhelmed by the amount of data it is asked to search for. This occurs when there are too many columns or too many aggregate functions for the query to manage in the database block to which it is allotted. A generic system error can occur during the query. You must remove some columns or aggregate functions from the page or portlet layout.
Configuration Overview
Configuration Overview
To add or remove columns from display 1. On the list page you want to configure, click the Actions menu and choose Configure. The Configure: List Column Layout page appears. 2. Do one or both of the following: To add an available column, select the name of the column you want to add in the Available Columns field and click the Move Right (right arrow) icon to move it to the Selected Columns field. To remove a column from display, select the name of the column you want to remove in the Selected Columns field and click the Move Left (left arrow) to move it to the Available Columns field.
3. Click Save and Exit to return to the page or portlet you started from, where you can view the changes you made.
3. Click Save and Exit to return to the page or portlet you started from, where you can view the changes you made.
Configuration Overview
Configuration Overview
Configuration Overview
Decimal Places Specifies the number of decimal places you want any numbers in the column to have. Default: 2 Secondary Value If you want to display stacked data in the column cells, defines the secondary value to appear with the column data. Alignment Specifies the location of the column on the page or portlet you started from. Column Width Defines the relative column width, in percentages. If left blank, the column width is system-calculated relative to the width of the other columns on the page. Allow Word Wrapping in Column Header Indicates if the column label can wrap. Allow Word Wrapping in Column Indicates if all text in this columns cells can wrap. Link Specifies the page in which to link to. The list of available pages are those that are relevant and related to the column name. Open as Pop-Up If you make the column name a link, indicates if the linked page opens as a pop-up. If this check box is clear, the link takes you directly to the page. Default: cleared. Disable Link Attribute Select an attribute to indicate whether the value in the Link field appears in a list or grid as text only or as a hyperlink. If the value of the attribute selected equals zero, the text in the corresponding Link field appears as text only. If the value selected in the field is not zero or if a value is not selected, the value selected in the Link field appears as a hyperlink. This field applies only when the Link field has a value selected. 5. Click Submit to view your changes and return to the Configure: List Options page.
Configuration Overview
Use red-lining to compare list column values with their secondary values (if any). To change the display options of a list page 1. Open a list page, and from the Actions menu, choose Configure. The Configure: List Column Layout page appears. 2. From the content menu, click the Options link. The Configure: List Options page appears. 3. Complete the following fields: Secondary Value Display Specifies the Mouseover and redline text value when you want to highlight the data in that field in red. Default: Mouseover only, which means that text displays in a small note when you scroll over certain cells. Show Null Secondary Values Indicates if secondary values will display even if they are null. You may want to display secondary values for a specific column for comparison purposes. Highlight Row by Attribute Specifies the attribute value that you want to highlight on the page or portlet. Example: Some list pages have a Risk column that uses a colored symbol to indicate whether the project or portfolio is at risk. If you choose "Risk", each row in the list is highlighted that contains a risk symbol. 4. When you are finished, do one of the following: Click Save to remain on the page or portlet. Click Save and Exit to return to the page or portlet you started from, where you can view the changes you made. Click Cancel to return to the previous page or portlet without saving.
Configuration Overview
Configuration Overview
Function Specifies the aggregation function for each columns aggregation row. The function selected specifies the type of calculation that you want to perform on the attribute. Values: Sum, Average, Count, Maximum, Minimum, Standard Deviation, or Variance If FTE is selected as the work effort unit of measure, and you select the Sum function, the FTE data is summed up by dividing the total hours in the month by the total work hours in the month (according to the standard calendar). For example, if you set the timescale to two decimal places and if Resource A is allocated 8.58 hours or FTE of .047, you see .05 (after rounding). If Resource B is allocated 128.0 hours or FTE of .696, you see .70 (after rounding). The sum is totaled prior to rounding each resource (.047 plus .696), then rounding is applied . 5. Click Submit. The Configure: List Aggregation page appears. The newly added row displays in the list. When you add another row, you can choose to show the variance between the two columns. 6. Click Exit to view the aggregate row on the page or portlet you started from. This returns you to that page or portlet where you can see how the new row looks and works.
Configuration Overview
Attribute Specifies the attribute that relates to the value you want to display in the field on the row. Example: If the column is titled Allocation, choose "Allocation Percentage" from the drop-down. Function Specifies the aggregation function for each columns aggregation row. The function selected specifies the type of calculation that you want to perform on the attribute. Values: Sum, Average, Count, Maximum, Minimum, Standard Deviation, or Variance. 5. Click Submit to view your changes and return to the Configure: List Options page.
The Available field displays a list of the available field names that you can add to the page or portlet. Available fields are those fields that are included with CA Clarity PPM out of the box but that are not used as defaults, and those that are custom made by your CA Clarity PPM administrator. The Selected (Left Column) and Selected (Right Column) fields displays a list of the filter field names that appear in those columns (whose borders are hidden). If the number of fields displayed in a filter section are small, they may all be listed in the Selected (Left Column) field. You can split those up between the Selected right and left columns if desired.
To change the type of fields to display and edit 1. From a list page you want to change the type of fields to display and edit, select Configure from the Actions menu. The Configure: List Column Layout page appears. 2. Select Fields under List Filter Section on the content menu. The Configure: List Filter Fields page appears. The change display options appear in the Display field. 3. In the Display field, choose the type of fields you want to appear on the page. Selected fields appear by default. Your other choices are Available and All, which displays both Selected and Available fields.
5. Click Submit.
Time Scale Specifies the time period (e.g. weekly, monthly, quarterly, etc.) by which data displays. Number of Time Periods Defines the number of time periods you want to see displayed. Time Period Offset Shifts the beginning of the Gantt bar relative to the Start Date. Enter a positive or negative number of time periods into the field. You must enter a Start Date first. Show Group Header Row Indicates if the timescale will display above the Gantt bar. If selected, you must select Year, Quarter, Month, or Week. 6. Change the following Primary Bar settings as needed: Item Name Attribute Specifies the type of data to display in the primary bar. Default: Total Effort. Values: Total Effort, Actuals, Baseline, and Cost Information. Start Date Attribute Defines the start date of the primary bar display. The default start date is the task start date. Finish Date Attribute Defines the finish date of the primary bar display. Default: task finish date Milestone Attribute Specifies the attribute to designate a milestone. If this field contains a non-zero value, the Gantt chart displays a diamond. Progress Through Date Attribute Specifies the attribute to define when to stop drawing the black overlay line that indicates how much work is complete. If you choose a Progress Through Date Attribute, it overrides the Progress Percent Attribute. Progress Percent Attribute Defines the percentage used to move the progress line relative to the bars length. Color Attribute Specifies the color for the primary bar.
Show Mouseover Defines the information you want to display in a text note when the mouse scrolls over an area of the Gantt chart. 7. Change the following Secondary Bar settings if you want the Gantt chart to display a secondary bar: Show Secondary Bar Indicates if the chart will display a second bar below the primary bar. Item Name Attribute Specifies the type of data to display in the secondary bar. Values: Actuals, baseline, and cost information Start Date Attribute Defines the start date of the secondary bar display. Default: task start date. Finish Date Attribute Defines the finish date of the secondary display. Default: task finish date. Progress Through Date Attribute Specifies the attribute use to stop drawing the black overlay line that indicates how much work is complete. If you choose a Progress Through Date Attribute, it overrides the Progress Percent Attribute. Progress Percent Attribute Defines the percentage used to move the progress line relative to the bars length. Show Mouseover Defines the information you want to display in a text note when the mouse scrolls over an area of the Gantt chart. 8. Click Submit.
Select this check box to enable edit mode (from the Actions menu) and allow editing of the values that display in the column. Show Legend Column Select this check box to label the individual values that display stacked in the column. Show Column Label Select this check box to label the virtual column that displays time-sliced values. 5. Change the following settings as desired in the Time Scale section: Start Date Specifies the type of start date that begins the column spread. You can select a particular date, or a rolling date such as Start of Previous Month. Time Scale Specifies the time period (e.g. weekly, monthly, quarterly, and so on) by which data displays. Number of Time Periods Defines the number of time periods you want to see displayed. Time Period Offset Use this field to shift the first time period in the graph by a positive or negative number of weeks or months (or whatever time period you select). Show Group Header Row Select the check box and select the Year, Quarter, Semi-Month, Month, or Week (if you want to display a time scale above a Gantt bar). 6. Click Submit.
Note: To configure a graph portlet to use or not use consistent colors globally across CA Clarity PPM, your CA Clarity PPM administrator must make the change using Studio. To configure a graph portlet to use consistent colors and color key 1. Click the Actions menu for a graph portlet and select the Configure option. The Configure Options page appears. 2. In the Options section, do the following and save your changes: Click the Consistent Color Key drop-down and select a key. The list of available keys depends on the source date of the specific graph. Once a key is selected, the color palette (out-of-the-box or custom) assigns colors based on this key. Select Yes or No from the Use Consistent Colors drop-down menu. Your selection will override the selection (for this graph only) at the system level.
About Dashboards
You can create portlets that show the information you want to see and place the portlets on your personal dashboard for viewing. The portlets can display information in graphical chart format or list format. You can create as many dashboards and portlets as you need. If you have more portlets than you want to show on one page, you can create a tabbed dashboard for additional pages.
About Dashboards
Share Dashboards
When you create a dashboard, you are given the ability to view and manage the dashboard. You can choose to share the dashboard with other users, groups, or OBS groups in your organization. If you share your dashboard with another user, the dashboard also appears in the shared user's personal dashboard list where it can be selected and viewed. As the creator, you are automatically listed in the shared users list for the dashboard. Two options are available for sharing: View. This option allows a user to view the dashboard. Manager. This option allows a user to view and make changes to the dashboard properties and publish the changes to all shared versions. Give this privilege to only a few trusted users.
Personalize Dashboards
You can also allow a user to make changes to the shared copy of the dashboard that appears in the user's dashboard list. The changes apply only to the user's version and are not viewed by others. The changes remain in the user's copy until the owner of the dashboard or a user with manager rights publishes changes, which overwrites all personalized changes.
About Dashboards
The access rights are global. The navigate rights provide access to the Dashboards and Portlets links in the Personal menu. The create rights allow you to create a new dashboard or portlet. In addition to the right to create and use a dashboard, you must have access rights to the information displayed in a dashboard. For example, if you want to show project information in a dashboard, you must have rights to the project. If you do not have access rights to view project information, having access to a dashboard does not automatically give you access rights to the project information. If you share a dashboard, the person you with whom you share must also have the right so see the shared information. If you have the appropriate access rights for stock CA Clarity PPM system portlets, you can select and use these portlets for your dashboards.
Yes
No
Portlet layout
About Dashboards
Functionality
By Example: Dashboards
By Example: Dashboards
The following scenarios show how team members and a team manager might use a dashboard. Team Member 1: Karen Karen, a team member who is responsible for tracking project management information for multiple projects, creates a dashboard with tabs. From the details page of the new dashboard, she creates the portlets that will show the dashboard data. The portlets she creates include: Project Risks Budget Resource Allocation Milestones
She configures her dashboard by determining which portlets to present on each tab, then she adjusts the layout of portlets on each tab by dragging and dropping the portlets into position on the tab's layout section. She adds a filter for the dashboard that gives her the ability to filter information for all of the portlets at the same time. When the dashboard is complete, she views the dashboard, filters for the information that she wants, and exports a copy to PowerPoint as a test. Before each weekly team meeting, she views the dashboard to monitor each project that she tracks and exports the results to PowerPoint. The team leader includes the PowerPoint slides in the regular team meeting agenda. Team Member 2: Roberto Roberto, a team member who does not have the right to create dashboards, navigates to Dashboards. Roberto can see two dashboards shared to him by his team manager: Security Dev Team and Weekly Time Entries. Roberto views the Security Dev Team dashboard and sees that he has five assigned tasks and three bugs. He clicks on the first task to get more details and starts working on the task. Team Manager: Stan Stan, the team manager creates a dashboard with two tabs: Team Work and Team Status. He populates the tabs with portlets that he created beforehand and with stock CA Clarity PPM portlets to which he has access. Stan adds the following portlets: Team Members Bugs and Issues by Components
View a Dashboard
Tasks by Team Member Time Entries by Team member Work Completed and Work Remaining
Stan does not allow others to personalize his dashboard. He does share the dashboard with the entire OBS development unit and the executive management team, allowing these users to view portlets in the dashboard.
View a Dashboard
To view a dashboard 1. Click Dashboards in the Personal menu. The My Dashboards page appears showing dashboards created by you or shared with you by other users. 2. Do one of the following to view a dashboard: Click the icon next to a dashboard in the list. Click the name of a dashboard to open the Dashboard: Details page and click [View Dashboard].
Export a Dashboard
Export a Dashboard
A dashboard can be exported from the Dashboard: Details page or from a dashboard that has been displayed for viewing. If you are exporting a graph portlet, the graph displays in native Microsoft Office chart format. To export a dashboard from the Dashboard: Details page 1. Click Dashboards in the Personal menu. The dashboards list page appears showing your dashboards. 2. Click the name of the dashboard you want to export. The Dashboard: Details page appears. 3. Do one of the following: To export from the Dashboard: Details page without viewing the dashboard, hover the cursor over [Export] and select the export option from the menu that appears. To view the dashboard before you export, click [View Dashboard], hover the cursor over [Export] and select the export option from the menu that appears.
The File Download dialog box appears. 4. Click Open to display the file without saving or click Save to save the file.
Export a Portlet
Export a Portlet
An individual portlet can only be exported from a dashboard that has been displayed for viewing. Some stock portlets are restricted and cannot be exported from a dashboard. If a portlet is restricted, no option for exporting appears in the portlet's Actions menu. To export a portlet 1. Display the dashboard to view the individual portlets. 2. In the Actions menu of the portlet you want to export, select one of the following options: Export to Excel. This option exports the portlet information to Excel, including any portlet charts. Export to Excel (Data Only). This option exports the portlet information to Excel but does not include charts. Export to PowerPoint.This option exports portlet information to PowerPoint, including any portlet charts.
The File Download dialog box appears. 3. Click Open to display the file without saving or click Save to save the file.
Create a Dashboard
To create a dashboard 1. Click Dashboards in the Personal menu. The dashboards list page appears. 2. Click New. The create page appears. 3. Complete the following fields: Dashboard Name Defines the name of the dashboard. This name appears on the title bar of the dashboard and in the list page for dashboards. Dashboard ID Defines a unique alphanumeric identifier for the dashboard.
Description Defines the purpose of the dashboard and provides any relevant information. Type Specifies whether the dashboard is a single page or tabbed pages. Personalizable Specifies whether users with whom you share a dashboard can change the copy that appears in their dashboards list. Personal changes made to a dashboard are local to the user who makes them. The changes are overwritten when the owner of the dashboard or a user with administrator privileges publish new changes. 4. Click Submit.
Dashboard Layout
You must open the Dashboard: Details page to complete the dashboard layout. From the details page you can: Add portlets that you have created and stock CA Clarity PPM portlets to which you have been granted access Create new portlets If you do not have the Portlet - Create access right assigned, the New Portlet icon does not appear on the Dashboard: Details page. Select a layout template Drag and drop portlets into the appropriate positions View the dashboard Export dashboard information Share the dashboard
To open the Dashboard: Details page, click Dashboards in the Personals menu, then click the name of the dashboard in the list that appears. The following illustration shows the Dashboard:Details page for a dashboard that has two tabs. In the Contents and Layout section, the Requirements tab is highlighted on the left and the portlets added to the tab show on the right. The toolbars for working with tabs and portlets are shown below the work areas. Mouse over an icon in the toolbar to display its purpose.
Dashboard Layout Templates To lay out a dashboard, you select a template layout that determines how many portlets appear on a row and the percentage of the dashboard width that is given to each portlet position. You can then add portlets and drag them to the position you want them to occupy in the Content and Layout section. A layout template provides a guideline for your displayed dashboard. If a portlet is large (for example, a grid portlet with many columns), it can exceed the space allotted to it on a row. When this happens, the portlet is not truncated, but the larger size is accommodated by moving portlets to another row when the dashboard displays. This means, in some cases, a displayed dashboard might not look exactly the way you design it in the Content and Layout section. The following table shows the templates available for dashboards.
Template
66-34 percent
25-50-20 percent
33-33-33 percent
Purpose Creates a new tab. Removes a tab from the dashboard. Opens a tab for editing. Moves a tab up in the dashboard presentation. Moves a tab down in the dashboard presentation.
To add a tab to a dashboard 1. With the Dashboard:Details page for the dashboard open, click the Add Tab icon in the Content and Layout section. The create page appears. 2. Complete the following fields: Tab Name Defines the name for the tab that appears on the dashboard. Tab ID Defines a unique alphanumeric identifier for the tab. Description Defines the purpose of the tab and provides any relevant information. Personalizable Specifies whether a user who can view the dashboard can personalize this tab. The changes are local to the user who makes them. 3. Click Submit.
To configure a tab 1. With the Dashboard:Details page for the dashboard open, highlight the tab in the Contents and Layout section that you want to configure. The right pane in the Content and Layout section changes to display any existing configuration for the tab. 2. Click the Add Portlet icon in the Content and Layout section. A list page of available portlets appears. 3. Select the check box for each portlet you want to add to the dashboard and click Add. The details page appears with the portlet icons for the tab showing in the layout area. 4. Click the icon for the layout template. 5. Drag and drop the portlet icons into the position you want them to have on the tab. 6. Click Save 7. Complete the preceding steps for each tab you want to configure.
Share a Dashboard
You can share a dashboard with a user, a group of users, or an OBS group. When you share, the dashboard appears in the user's list of dashboards for viewing. By default, when you share, the user you share with has view only rights. You can also allow a user manager rights. This allows the user to make changes and publish the changes to all who can view the dashboard. To set up sharing for a dashboard 1. With the Dashboard: Details page for the dashboard open, click [Sharing]. 2. Click the appropriate tab to add a resource, group, or OBS unit. Note that you can select the Full View tab to see the names of users who have access to the dashboard through means other than sharing. 3. Click Add. 4. Select check boxes next to those individuals, groups, and OBS groups with whom you want to share and click Add. To give a user manager rights to a dashboard 1. On the Resources tab, locate the user to whom you want to assign manager rights for your dashboard. 2. In the Access Right column, select Manager from the drop-down. 3. Click Save.
Publish a Dashboard
You must be a dashboard manager to publish changes to a dashboard. When a dashboard manager publishes, the new changes affect every user who can view the dashboard. If a user has personalized the dashboard, those changes are overwritten by the new changes being published. To publish a dashboard 1. Click Dashboards in the Personal menu. The dashboards list page appears showing your dashboards. 2. Click the name of the dashboard you want to change and publish. The Dashboard: Details page appears. 3. Make any necessary changes to the dashboard and click Save. 4. Click Publish, then click Yes to verify that you want to publish.
Interactive Portlets
Interactive Portlets
Interactive portlets display visually rich real-time CA Clarity PPM information using Xcelsius visualizations. You can view interactive portlets and perform what if scenarios, mouse over chart areas to view additional information, or click graphical elements to open detailed information. You can create an interactive portlet and add it to your personal dashboard or your CA Clarity PPM administrator can create an interactive portlet using Studio. In addition to adding interactive portlets to a personal dashboard, you can add existing interactive portlets to your Overview page or anywhere you can personalize your pages. Interactive portlets are similar to other CA Clarity PPM portlet types. For example, your CA Clarity PPM administrator can create an interactive portlet by creating and importing an Xcelsius visualization that shows real-time data about your projects. You can add this interactive portlet to your personal dashboard. You can also add the portlet by personalizing your Overview page. Typically, your CA Clarity PPM administrator creates the Xcelsius visualizations, sets up the data connection between CA Clarity PPM and Xcelsius, and exports the visualization as .SWF files. Your CA Clarity PPM administrator can also add interactive portlets to CA Clarity PPM objects and make interactive portlets available on any page associated with the object.
Interactive Portlets
Grid Portlets
Instance Type Specifies the type of page the portlet can be placed on. If you select General, the portlet can be added to any CA Clarity PPM page. If you select an Object, the portlet can only be added to CA Clarity PPM pages associated with that Object. Visualization File (.swf) Specifies the .SWF file used for the interactive portlet content. Click the Browse icon to select the .SWF file. Do not enter or copy the file path. 4. Click Submit. The Xcelsius visualization is imported into the interactive portlet.
Grid Portlets
You can use grids to display: Lists of resources or transactions Capacity and assignment demand for resources over time The number of overdue action items per resource per OBS unit
You can include different types of information in a grid portlet, you can include images, progress bars, time scaled values that show changes over time, aggregated fields that combine data, and Gantt charts. Design Tip If a list portlet contains too many columns, filters, and aggregated fields, the dynamic query that searches for and displays data for your page might become overwhelmed by the amount of data for which it is asked to search. This occurs when there are too many columns or too many aggregate functions for the query to manage in the database block to which it is allotted. A generic system error can occur during the query. If this occurs, remove some columns or aggregate functions from the portlet layout.
Grid Portlets
Grid Portlets
4. Click Save. To view and edit the fields that display for a grid portlet 1. With the grid portlet open, click Fields from the List Column Section content menu. The fields page appears. 2. Use the Show and Display fields to control what you see in the list by selecting columns, or a combination of both, select the correct option and click Go. 3. To make changes to how a field displays, click the Properties icon located next to the field. To determine grid display options 1. With the grid portlet open, click Options under the List Column Section content menu.
Grid Portlets
2. Complete the following fields: Secondary Value Display Indicates the way that secondary values display in a grid cell. Select Mouseover only to have no secondary value display. Select Mouseover and redline to display a secondary value when a user places the pointer over a cell in a grid. This helps you compare values. For example, if you have a column called Cost and another column called Baseline Cost, you might want to display both values in one cell. To show both, you can choose Baseline Cost as the secondary value. The Cost value displays as usual; however, when a user moves the pointer over a cell in the grid, the Baseline Cost also displays. Select Show Null Secondary Values to show the secondary value even when there is no number value to show. Rows per Page Specifies the number of rows per page to display. Filter Indicates how the results appear initially. Select an option that indicates if you want immediate results or results provided after you set the filter. Highlight Row by Attribute Specifies the attribute whose row is highlighted when the attribute's value is not zero. Display Currency Code in Column For money attributes, the currency code is shown in the column. This applies only when a single currency is being used. Select the check box to display the currency code. Allow Configuration Indicates a user can make changes to the appearance of a portlet. Select the check box to allow configuration. Allow Label Configuration Indicates a user can make changes to a portlet's labels. Select the check box to allow configuration. 3. Click Save.
Grid Portlets
Grid Portlets
Time Scale Specifies the time values to show across the top of the Gantt chart. Select a value from the drop-down list. Number of Time Periods Indicates the number of time periods to be displayed. Time Period Offset Defines the number of time periods you want to shift the beginning of the Gantt bar relative to the Start Date. You must enter a Start Date value to use this option. Show Group Row Header Indicates whether to print the time scale value used. Select the check box to show the value and select the value to be shown from the drop-down list. 6. Complete the following fields in the Primary Bar section: Item Name Attribute Specifies the field name for the primary bar of the Gantt chart. Select a field from the drop-down list. Start Date Attribute Specifies the date field value to use at the beginning of the Gantt bar. Select a field from the drop-down list. Finish Date Attribute Specifies the date field value to use at the end of the Gantt bar. Select a field from the drop-down list. Milestone Attribute Specifies the field value to use as a milestone. Select a field from the drop-down list. If the field contains a non-zero value, the Gantt chart displays a diamond. Progress Through Date Attribute Specifies the date field value to use to indicate when work is complete. Select a field from the drop-down list. If you choose a Progress Through Date Attribute, the value chosen overrides the Progress Percent Attribute. Color Attribute Specifies the color. Select a color from the drop-down list. 3D Bar Indicates whether the Gantt bar has a 3-D appearance. Select the check box to have a 3-D bar.
Grid Portlets
Label for Bar Specifies the field label for the primary Gantt bar. Select a value from the drop-down list. Show Mouseover Indicates the values that will appear when a user moves a cursor over the bar. Select the check boxes of the items listed that you want to appear. 7. In the Show Dates on Primary Bar section, select the dates you want to show on the primary Gantt bar in the Available list and click the right arrow key to move the dates to the Selected list. 8. (Optional) To display a second bar below the primary bar for comparison purposes, check the Show Secondary Bar box and complete the fields in the section. 9. Click Save.
Grid Portlets
4. Complete the following fields in the General section: Column Label Defines the name that appears at the top of the column list in a grid portlet. Show Column Label Indicates whether the column label appears at the top of the column list. Select the check box to have the column label appear. Allow Word Wrapping in Column Header Indicates whether the text in the column label can wrap within the column. Select the check box to allow wrapping. Image Specifies the image to use in the grid column. Select an image from the drop-down list. Link Specifies a page link that appears as a secondary value that the user can select. Select a page from the drop-down list. Open as Pop-up Indicates whether the page appears as a pop-up. Select the check box to have the page appear as a pop-up. Disable Link Attribute 5. Click Submit.
Grid Portlets
4. Complete the following fields in the General section: Column Label Defines the name that appears at the top of the column list in a grid portlet. Show Column Label Indicates whether the column label appears at the top of the column list. Select the check box to have the column label appear. Allow Word Wrapping in Column Header Indicates whether the text in the column label can wrap within the column. Select the check box to allow wrapping. Current Stage Name Specifies the field value to use for each stage in the progress bar. The value displays below the column label. Select a field from the drop-down list. Current Stage Number Specifies the field value to use for the current stage in the progress bar. Select a field from the drop-down list. Number of Stages Specifies the field value that defines the total number of stages in the progress bar. Select a field from the drop-down list. Color Attribute Specifies the color. Select a color from the drop-down list. Show Label Determines whether the name of the current stage is displayed in the progress bar. Select the check box to display the name. Column Width Defines the percentage of the grid portlet that the virtual column is to occupy. 5. Click Submit.
Grid Portlets
You can display multiple time-scaled values in a grid portlet. The data for the attributes displays as stacked on the page, with the information for each time-scaled value appearing in the same virtual column. The data that displays can be in units of money, numbers, or percentages. CA Clarity PPM automatically displays new virtual attributes such as a time-scaled value in the far right column of the list. You can move the virtual attribute to a different position in the List Column layout. To add a time-scaled value to a grid portlet 1. With the grid portlet open, click Fields under the List Column Section content menu. The field page appears. Note that you can use the Show and Display fields to select the fields you want to see on the page. 2. Click New. The create page appears. 3. Select Time Scaled Value and click Submit. The column settings page appears. 4. Complete the following fields in the General section: Value Attributes Indicates the time-scaled values that are to display in the virtual column. In the Available list box, select the attributes you want to list in the column and use the arrow buttons to move the attributes to the Selected list box. Column Label Defines the name that appears at the top of the column list in a grid portlet. Display Type Specifies how the time-scaled value is to display, as a number, a column graph, or a bar graph. Select the appropriate display option from the drop-down list box. Secondary Value Specifies an additional (second) value for a time-scaled value virtual column that can be displayed as a tooltip that displays when you mouse over the value in the column. Link Specifies a page link that appears as a secondary value that the user can select. Select a page from the drop-down list.
Grid Portlets
Open as Pop-up Indicates whether the page appears as a pop-up. Select the check box to have the page appear as a pop-up. Show Legend Label Indicates whether the field label appears next to the time-scaled value in the virtual column. Select the check box to display the field label. Show Column Label Indicates whether the column label appears at the top of the column list. Select the check box to have the column label appear. 5. Complete the following fields in the Time Scale section: Start Date Indicates the start date for time period for the virtual-scaled value. Select one of the following options: Specific Date. Click the Datepicker icon to chose a date. Rolling Date. Click the down arrow to select a relative date. Use Attribute. This option appears only if you are selecting a start date for a time-scaled value for a sub-object. The field allows you to select a field from the master object on which to base the start date. Time Scale Specifies the length of time the time-scaled value is to cover. Select one of the following options: Specific Scale. Indicates by naming a specific length of time what the period for the time-scaled value is. Click the down arrow to select a specific period of time. Use Attribute. This option appears only if you are selecting a time scale for a time-scaled value for a subobject. The field lets you select a field from the master object on which to base the time scale. Number of Time Periods Indicates the number of time periods to be displayed. Time Period Offset Defines the number of time periods you want to shift the beginning of the time-scaled value relative to the Start Date. You must enter a Start Date value to use this option. Show Group Row Header Indicates whether to print the time scale value used. Select the check box to show the value and select the value to be shown from the drop-down list.
Grid Portlets
6. Complete the following fields in the Display section: Decimal Places Specifies the number of decimal places that can appear in number fields. Alignment Specifies the text alignment in grid cells. Allow Word Wrapping in Column Header Indicates whether the text in the column label can wrap within the column. Select the check box to allow wrapping. Allow Word Wrapping in Column Indicates whether the text in the column can wrap within the column. Select the check box to allow wrapping. 7. Click Save.
Graph Portlets
Function Specifies the aggregation function used to calculate values for a selected field (cell) in the row. 4. Click Submit. The Grid Portlet: List Aggregation page appears.
Graph Portlets
You can use graph portlets to display query data in an easy-to-view graphical format. Before you create a graph, see the topics in this section for a detailed description of the various types of graph portlets and display options you can select when creating graphs. You might use various graph types to display the following types of information: Pie charts that show the number of projects with low, medium or high risk Pie charts that show revenue by project or OBS unit Scatter graphs that show NPV or ROI per project Bubble graphs that show NPV, ROI, and cost per project Line graphs that show resource capacity over time
Graph Portlets
Displays each dimension of the 1 data in a horizontal bar. Displays metrics on the 3 horizontal and vertical axes. Also provides data points on the radius to control data point size that is based on a third metric. Displays each dimension of the 1 data in a vertical bar. Displays the datas dimension 1 objects in proportional slices, like a pie chart, except the greatest values appear in the largest area of the funnel. Displays data points that are connected by lines along the axes. 1
Column Funnel
Unlimited 1
1 Not Available
1 Not Available
Line
Unlimited
Pie
Displays the datas dimension 1 objects in proportional slices. Displays metrics across the x-axis and y-axis. 2
Not Available 2
Not Available 2
Scatter
Graph Portlets
4. Complete the following fields: Portlet Name Defines the name of the portlet. This name appears on the title bar of the portlet and in the list of available portlets. Portlet ID Defines a unique alphanumeric identifier for the portlet. Category Specifies the general area on which the portlet reports data. Description Defines the purpose of the portlet and provides any relevant information. Base Size Specifies the base size for the portlet. The values are Small, Medium, and Large. If you plan to create a single graph portlet on a personalizable page, you might select Large. If the portlet is to share a page with other portlets, you might select Small. Instance Type Specifies the type of page the portlet can be placed on. If you select General, the portlet can be added to any CA Clarity PPM page. If you select an Object, the portlet can only be added to CA Clarity PPM pages associated with that Object. 5. Click Next. 6. Select the graph type and click Next. 7. Click Finish and Open. The portlet general page appears. 8. Complete the following fields: Content Source Specifies where the data that appears in the portlet originates. Active Indicates the portlet is active and are visible to users. You can edit inactive portlets and activate them later. Default: Selected 9. Click Save.
Graph Portlets
Graph Portlets
Allow Label Configuration Indicates a user can make changes to a portlet's labels. Select the check box to allow configuration. Angle of First Slice Defines the position of the first dividing line. Use with Pie and Funnel graphs. Axis Label Displays the metric name along the X, Y, or both axes. Use this option with: Bar. X, Y axis. Column. X, Y axis. Line. X, Y axis. Bubble and Scatter. X axis.
Crosses Opposite Axis At Defines the intersection point of the axis. Use this option with: Bar. Y axis. Column. X axis. Line. X axis. Bubble and Scatter. X axis.
Category Labels Specifies for the X axis of column and line graphs and the Y axis of bar graphs the labels that appear along the category axis. For example, if a column graph shows five months of data with three metrics (shown as red, green and blue bars), the months are the categories and this field determines the label that appears on each one. Datapoint Labels Specifies the data name to be applied next to the value on the graph. Use this option with all data types.
Graph Portlets
Decimal Places Defines the number of decimal places to display for numbers. Use this option with: Bar. X axis. Column. Y axis. Line. Y axis. Bubble and Scatter. X, Y axis.
Display Units Specifies how values are rounded up. Select a value for rounding from the drop-down list. Use this option with: Filter Indicates how the results appear initially. Select an option that indicates if you want immediate results or results provided after you set the filter. Link Specifies a page link that appears as a secondary value that the user can select. Select a page from the drop-down list. Logarithmic Indicates that the data points are to be plotted and shown on the axis major grid lines as a logarithmic scale, that is, as a power of 10 rather than a regular linear scale. Major Tick Marks Specifies if major tick marks appear on the axis. Major tick marks are used to identify major intervals on a graph. For example, the numbers 5, 10, 15, and so on may be highlighted with major tick marks. Bar. X axis. Column. X, Y axis. Line. X, Y axis. Bubble and Scatter. X, Y axis. Bar. X axis. Column. Y axis. Line. Y axis. Bubble and Scatter. X, Y axis.
Graph Portlets
Major Unit Increment Defines the interval of major ticks on the axis. Use this option with: Bar. X axis. Column. Y axis. Line. Y axis. Bubble and Scatter. X, Y axis.
Maximum Value Defines the greatest value to display on the axis. Use this option with: Bar. X axis. Column. Y axis. Line. Y axis. Bubble and Scatter. X, Y axis.
Minor Tick Marks Specifies if minor tick marks appear on the axis. Use this option with: Bar. Y axis. Column. X, Y axis. Line. X, Y axis. Bubble and Scatter. X, Y axis.
Minor Unit Increment Defines the interval of minor tick marks on the axis. Use this option with: Bar. X axis. Column. Y axis. Line. Y axis. Bubble and Scatter. X, Y axis.
Graph Portlets
Mouseover Labels Specifies the data values to show when a user moves the cursor over a graph value. Uses with all graph types. Other Category Threshold Defines the data point at which all records for a specified value are grouped into a category called Other. Use this option if too many items appear on the graph. Use this option with: Bar Column Line Pie and Funnel
Reverse Specifies that the axis goes from maximum value to minimum value. The standard is for an axis to go from minimum to maximum value. Show Axis Indicates whether the Axis line displays. Use this option with: Bar. X, Y axis. Column. X, Y axis. Line. X, Y, axis. Bubble and Scatter. X, Y axis.
Show Legend Indicates a legend is to be displayed for the graph. Use with all graph types. Select the check box to display a legend. Show Line Markers Indicates that data points on the graph; otherwise, only a line displays. Available for line graphs. Select the check box to show line markers. Show Lines Indicates that lines are to connect the data points. Available for line graphs. Select the check box to show lines.
Graph Portlets
Show Major Grid Lines Indicates whether major grid lines display on the graph. Use this option with: Bar. X, Y axis. Column. X, Y axis. Line. X, Y, axis.
Bubble and Scatter. X, Y axis. Show Minor Grid Lines Indicates whether minor grid lines display on the graph. Use this option with: Bar. X, Y axis. Column. X, Y axis. Line. X, Y, axis. Bubble and Scatter. X, Y axis.
Show Separator Specifies that a comma is to separate values greater than 999 (for example, 1,000). Use this option with: Bar. X axis. Column. Y axis. Line. Y axis. Bubble and Scatter. X, Y axis.
Show Tick Labels Indicates whether tick labels display on the graph. Use this option with: Bar. X, Y axis. Column. X, Y axis. Line. X, Y, axis. Bubble and Scatter. X, Y axis.
Show Title Indicates that the portlet name is to display. Available for all graph types. Select the check box to show the portlet name. Sort Column Indicates a column is to be the default sort item. This option is available for column graphs.
Sub-type Indicates the metrics are to display as separate bars rather than a single merged bar. Select the sub-type that is desired. This option is available for bar and column graphs. Tick Label Angle Sets the angle of a label used with tick marks. Use this option with: Bar. X, Y axis. Column. X, Y axis. Line. X, Y, axis. Bubble and Scatter. X, Y axis.
4. (Optional) If you are configuring a line graph, select Guides in the Options field and click New, then complete the following fields and click Submit: Axis Specifies the axis for which guides are being set. Label Defines the name for the axis. Enter the name you want to appear. Show Label Determines whether the name of the axis displays. Select the check box to display the name. Type Identifies the source of the information that displays on the guide. Select the appropriate option. If you are selecting a type for an X axis, you can only select an attribute. If you are selecting a type for a Y axis, select either the fixed value or the percentage and fill in the amount. Color Specifies the color for the guide.
Filter Portlets
2. In the Layout section, select the fields in the Available list box that you want to include and click Add Field to move the fields to the Selected left column. Use the Move Field arrows to move fields between the Selected list boxes. The order that you place fields in the list boxes is the order that shows in the filter. Use the up and down arrows to control the order inside a list box. 3. Complete the following fields in the Settings section: Section Title Defines the text that will appear at the top of the section for the filter. Default Filter State Specifies whether the filter's initial display is expanded or collapsed. Allow Power Filter Specifies whether the filter will provide advanced search features. Select the check box to provide the advanced search features. 4. Click Save. To determine the properties of individual fields that display in a filter 1. With the portlet open, click Fields in the List Filter Section. 2. Choose the fields you want to see listed by making a selection in the Display field. 3. To change a field's information, click the Properties icon next to the field, enter the new information, and click Save. 4. Click Save and Exit.
Filter Portlets
Filter portlets coordinate filtering operations across portlets in CA Clarity PPM. A filter portlet contains defined placeholder filter fields that are mapped to attributes in grid and graph portlets. When you configure and publish a filter portlet on a page with grid or graph portlets, CA Clarity PPM users can filter the page content across portlets using the portlet's fields. When a user clicks the filter portlet's Filter button, the following occurs: All portlets configured to work with the filter portlet are filtered using the filter portlet values. Filter portlet values appear in the filters of portlets on the page. The portlet attribute must be mapped to the filter portlet field for the value to display. A filter portlet can contain fields that do not display in all portlets. In this case, the affected portlets still filter on the filter portlets values, even if the values are not displayed.
Filter Portlets
You can configure a filter portlet to appear on a page in the following ways: Standalone filter section for a tabbed or non-tabbed page Toolbar section in a tabbed or non-tabbed page
You can add fields of the following data types to a filter portlet: Boolean Date Lookup Money Multivalued Lookup Number String URL
Filter Precedence
The following table shows how filter precedence works when multiple filters are mapped to a filter portlet.
Result The filter portlet has precedence and determines the filter values for all portlet attributes mapped to filter portlet fields. The user sees the following behavior: Show All selected at the filter portlet level initiates a Show All behavior for all portlets mapped to the filter portlet. Any portlet attribute that is not mapped does not have its value overridden. Data that displays in an individual portlet is reset, and the result set that appears is determined by the filter criteria of the filter portlet combined with the portlets filter criteria of unmapped portlet attributes. Portlets that have no mapped attributes are not affected by the filter portlet.
The portlet filter has precedence. The user sees the following behavior: If a user clicks Show All on the portlet filter, all the filter records for the portlet appear. Portlet filter
Filter Portlets
Result values always override the filter values of previously submitted filter portlet requests.
Filter Persistence
The following rules determine which filters values persist as filter criteria: If the scope of a filter portlet is page level, the filter portlet field values persist only within that page. If the scope is application level, the filter portlet used last has its field values persisted across pages. If multiple filter portlets are present on a page, the fields of the most recently used filter portlet are persisted. This is true for both page-level and application-level cases.
Filter Portlets
For a filter portlet to work, its fields must be mapped to the appropriate fields in the portlets that provide content on the page. The following steps show how to configure a filter portlet for a page: 1. Create the filter portlet (see page 224). 2. Add fields to the filter portlet: Add a Boolean, date, money, number, string, or URL field. Add a lookup or multi-value lookup field (see page 226).
3. Determine the field layout on the filter portlet (see page 228). 4. Add the filter portlet to a dashboard (see page 229).
Filter Portlets
Filter Portlets
Filter Portlets
Hidden in Filter Specifies that the field does not display in the filter at runtime, but the default value of the field is included when a filter request is executed. Select the check box to hide the field in the filter. If you select this field, you must provide a value in the Default Filter field. Read-Only in Filter Specifies that the field displays with a default value that cannot be edited by a user. Select the check box to make the field read only in the filter. If you select this field, you must provide a value in the Default Filter field. Hint Provides a short message that helps a user use the field. Tooltip Provides a short message that displays when the user moves a cursor over the field. 4. Click Submit.
Filter Portlets
Data Type Specifies the data type for the field. Select Lookup or Multivalued Lookup. Display Type Specifies how the field is to be used by to the user. Possible values include: Browse, Text Entry, Numeric Range, Pull-Down, Date, or Date Range. Lookup Specifies a list of lookup values that appears in the field for the user to choose from. The user views the list according to the display type selected. Click the Browse icon to select the lookup list. 4. Click Save. The fields on the page change to reflect the lookup you select and its data source (static or dynamic). Some of the fields listed in this section may not show on your page. Lookup Style Indicates how many items a user can select for the field when the lookup is executed. Entry (Static dependent lookup lists only). Defines the starting point for the data a user sees listed in the lookup field. Select a level in the Level field or click the Browse icon and select a parent lookup value. Exit (Static dependent lookup lists only). Defines the end point of the data a user sees listed in the lookup field. Filter Default Specifies the value that appears in the filter field as the default value. If the filter portlet associated with this field is published to a dashboard as the filter default, this value will be applied to the portlet attributes mapped to this field. Required in Filter Specifies that a value is required in the field when a filter request is executed. If you select this check box, you must enter a value in the Filter Default field. Hidden in Filter Specifies that the field does not display in the filter at runtime, but the default value of the field is included when a filter request is executed. Select the check box to hide the field in the filter. If you select this field, you must provide a value in the Default Filter field.
Filter Portlets
Read-Only in Filter Specifies that the field displays with a default value that cannot be edited by a user. Select the check box to make the field read only in the filter. If you select this field, you must provide a value in the Default Filter field. Hint Provides a short message that helps a user use the field. Tooltip Provides a short message that displays when the user moves a cursor over the field. 5. If you selected a parameterized lookup in the Lookup field, complete the mappings in the Lookup Parameter Mappings section. This section is visible only for parameterized lookups. See the Administration Guide for more information. 6. Click Submit.
Filter Portlets
4. Complete the following fields in the Settings section: Render As Indicates how you want the filter portlet to appear on the published dashboard. Select Toolbar or Section. If you select toolbar, the default filter state is fixed as Expanded. Default Filter State Indicates whether the filter portlet is to display on the dashboard as expanded or collapsed. 5. Click Save.
Filter Portlets
5. Click the icon next to the filter portlet name. The Page: Filter Content Mappings page appears. This page shows the filter portlet fields listed under each portlet on the page and allows you to map corresponding portlet fields. 6. In the Mapping Field drop-down, for each entry, select the portlet attribute (field) that you want to map to the filter portlet field. The values that appear in the drop-down are filtered based on the data type of the filter portlet field being mapped. If you are mapping lookup attributes, the filter portlet field and the portlet attribute must have the same lookup ID. If a filter portlet field is not mapped to at least one portlet attribute on the page, the field does not display in the filter portlet. If a filter portlet does not have at least one field mapped, the filter portlet does not display on the page.
7. Select the Hide If Empty check box to hide the portlet if a value is not entered in the corresponding filter portlet field during a filter request. If you check the box for multiple attributes in a portlet, a blank corresponding filter portlet field for any of the attributes will cause the portlet not to appear. 8. Click Save.
About Discussions
Use the Discussion feature to exchange ideas and communicate in a common location on subjects relevant to the participating resources. This feature is available from the following locations: Projects and Programs Requisitions Note: See the Resource Management User Guide for more information. You must have certain access rights to use discussions from these locations. Note: See the Project Management User Guide for more information.
Discussion Terminology
The following provides definitions of the standard message board terms you will see when using discussions: Topic A topic is the top-level grouping for a message. Topics consist of a topic name (subject) and participants. Each topic can contain any number of threads. Thread A thread consists of a message and all of the responses to it. Message A message is the conversation part of a thread. Reply A reply is a response to a message, or to another response.
The steps and actions you can take from a Discussions tab are the same regardless of whether you start from within a project or program. Use the Project or Program Collaboration: Topics page to access your projects discussion topics. To view this page, open the Projects list page, and click the Discussions icon for the project you would like to access discussions.
Default: All Resources/Groups Attach a Document Defines the path of the document you want to attach to this message. Click the Browse icon to find and attach a document for other discussion participants to view.
Notify Participants Specifies whether you want discussion recipients to receive an email notification that a new message has arrived for their review. Default: Selected 5. Click Submit. This message displays in the list on the Project Discussions: Messages page beneath the topic name.
5. Click Submit. The message you created displays in the list on the Discussion: Messages Replies page. Click the name of the subject to open and read it.
Hierarchical Lists
A hierarchical list, like a standard list, displays a list of items on a list page that you can sort, filter, or configure. Unlike standard flat lists, hierarchical lists are expandable and collapsible. The items or records in the list are displayed in levels and may have relationships to lower level items or records. A relationship exists between a parent and a child item when an item is indented to the right of and below its parent. At the top level of the hierarchy is the parent and at the lowest level are the child items.
Hierarchical Lists
Actions Menu
Actions Menu
All list pages display the Actions menu that includes options which allow you to manipulate the lists displayed on these pages by performing certain actions. For example, you can configure the Resources page to add a new Department field to your list of resources, or set it in edit mode so you can edit the records in the list directly on the list. You can change list pages in the following using the Actions menu: Edit the fields on the page Configure the page layout Sort the page by multiple columns Export the data on the page to Microsoft Excel
Similarly, you can sort list pages by multiple columns or export and view all the listed data at once in an Excel spreadsheet format. If the page includes a Gantt chart or time scaled values, additional options appear in the Actions menu for manipulating the charts or the time scale values. The Actions menu is available from all list pages that allow configuration.
Actions Menu
Export to Excel To fully utilize the application and to perform statistical operations, such as SUM and AVERAGE, you can export column and fields to Microsoft Excel. Use the Export to Excel option to export data from the CA Clarity PPM page to an Excel spreadsheet. Edit Mode You can edit some of the fields on a list page. Editable fields vary from page to page but typically include fields where you can enter data manually or select data from a list. Use the Edit Mode option to edit the data fields on a page. Gantt This option appears on a page that includes a Gantt chart or time scaled values. Use this option to change the data or layout on a Gantt chart. Time Scaled Value This option appears on a page that includes a Gantt chart or time-scaled values. Use this option to change time scaled values or time period cells.
Actions Menu
Fourth Field Choose the column that will define the fourth order of the sort. 4. For each selection you make in a Column field, indicate the direction of the sort for that column (that is, ascending or descending). 5. Click Submit. This returns you to the page you started. In addition to the multiple sort order page, you can initiate a sort directly from the list page. To initiate a sort directly from a list page 1. Open a list page. 2. In the list section of the page, click the name of a column header. An arrow appears next to the columns name to indicate the direction of the sort. Data on the page is listed in alphabetical or numeric order according to the data in this field. 3. To reverse the sort order, click the column header again.
Data Export
The list page for an object in the CA Clarity PPM that displays a list of all filtered results. The returned list of results can sometimes be long and span multiple pages. To see all of the results, you must click each pagination link. To fully utilize statistical operations within the application, such as SUM and AVERAGE, you can export column and field data from a CA Clarity PPM page containing a list to a Microsoft Excel spreadsheet. This is especially helpful when the list extends over multiple pages in the application. There is no limit to the number of rows that you can export from CA Clarity PPM to Excel. Before exporting data to Excel, make sure to do the following: You are exporting the returned results and have not applied any pagination. You are running Microsoft Excel, Version 2002 or higher.
To export data from a list page to an Excel spreadsheet 1. Open a list page containing the data you want to export. 2. Click the Actions menu and choose Export to Excel. The File Download page appears. 3. Open the list as an Excel spreadsheet or save it to your local desktop.
Actions Menu
Actions Menu
Virtual progress bar Three columns: current stage name, current stage number, and number of stages, in addition to a Progress column header prefix to show they all belong together. Column header(s) If present in CA Clarity PPM, this value is shown. Secondary value Appears in a separate column; the column header title uses the attribute name. Time scale values One column for each time slice (years, months, quarters, weeks, or days) in addition to a Gantt column header prefix to show they all belong together. Aggregation, comparison, and variance rows The actual values or results are displayed in gray rows. The row headers do not display. When you select an actual value or result, you can view the formula used for calculating the value on the Excel formula bar. Highlighted row by attribute The row is not highlighted in Excel. Linked pages If the column contains one document, a link to the document is exported. If the column contains more than one document, no documents are exported.
Actions Menu
The Resource list page (after exporting to Excel). Note how the resource names appear hyperlinked. Clicking a link takes you to the Resource: Properties: Main General for that specific resource.
The following shows the Projects list page (before exporting to Excel):
Actions Menu
The following shows the Projects list page (after exporting to Excel). Note how the risk and status indicator icons are each represented by a value and a color field. Also the Document Manager, Calendar, and Discussions image links are replaced by texts links to those applications.
Note the following: The Progress bar column is replaced by the following columns in Excel (taken from the alternate text descriptions of the progress bar icons): Current Stage Name Current Stage Number Number of Stages
The Gantt bars are replaced by the following columns in Excel, grouped together under the Gantt column heading: Item Name Start Date End Date
The aggregation and comparison rows appear in gray (without their corresponding row headers). Select an aggregation or comparison value to see the actual formula (used for calculating the value) in the Excel formula bar. The two highlighted rows in CA Clarity PPM do not appear highlighted in Excel.
Actions Menu
Audit Overview
Audit provides a record of an objects activity. The addition of the object, its deletion, and any updates can be captured and stored for analysis or compliance requirements. Auditing is set up by your CA Clarity PPM administrator. The administrator selects objects to be audited, then narrows the data to be collected and stored to specific fields within the selected object. For example, your administrator might set up auditing on projects with information collected on the following fields: Name, Project ID, Stage, Description, and Manager. For each project, the Audit tab shows a log of all changes, additions, and deletions to any of the fields chosen, depending on the configuration your administrator selects. Some audited objects can have sub-objects that are also audited. You can view audit records of any audit-enabled feature directly from the object. For example, you can view risk audit records from the project's Audit tab. To see the Audit tab with information, your CA Clarity PPM administrator must set up the following: Access rights. You must have the Audit Trail - View access right to view the data on audit page. If you do not have access rights, the audit page appears blank. Audit configuration for the object. If the object is not configured for auditing, the Audit tab does not appear.
Audit Overview
You can view audit records on the following objects: Application Asset Assignment Baseline Change Request Company Department Idea Incident Investment Allocation Investment Hierarchy Issue Location Other Investment Portfolio Product Release Release Plan Project Requirement Requisition Requisition Resource Resource Risk Service Support Activity Task Team
This section contains the following topics: Budget Forecast Analysis Report (see page 253) Chargeback GL Account Activity Report (see page 257) Customer & Provider Chargeback Report (see page 260) Customer Invoice Report (see page 263) Key Tasks and Milestone Status Report (see page 267) Missing Time Report (see page 269) Portfolio Alignment Report (see page 272) Investment Status Report (see page 276) Project Transactions Inquiry Report (see page 281) Resource Assignments Report (see page 287) Resource by Role Description Report (see page 290) Timesheet Detail Report (see page 293)
Run this report if you work with the following: Project management. Note: See the Project Management User Guide for more information. Financial management. Note: See the Financial Management User Guide for more information. Service management. Note: See the IT Service Management User Guide for more information. Demand management. Note: See the Demand Management User Guide for more information. Portfolio management. Note: See the Portfolio Management User Guide for more information.
Prerequisites
The project must be financially enabled to generate the report. Note: See the Project Management User Guide for more information. A simple budget, a forecast, or a detailed budget must exist for data to display on this report. For actual costs to display, transactions must be entered and posted through financial processing. For Estimate at Complete (EAC) data to display, projects must be scheduled and cost rates must be set up in a cost/rate matrix with the matrix assigned to the projects. To use the OBS Unit parameter to filter the report, at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects. Exchange Rate (Type=Average) must exist to do the calculation from investment to reporting currency.
Parameters
Investment Approval Indicates the status of the investments that are to be included in the report. Select the appropriate status from the drop-down. Investment Manager Identifies the investment manager whose data displays in the report. Click the Browse icon to select the investment manager's name. OBS Unit Indicates the OBS unit by which the report is filtered.
Reporting Currency Defines the currency type that appears on the report for amounts and totals. Start Date Defines the start date of the report. To select a specific day, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date such as Start of Next Month, select the Relative Date option and select the relative date that applies from the drop-down list for the field.
Report Fields
% Spent Displays the percentage of the actual budget that has been spent to date. Calculation: (Actual to Date /Budget Total) x 100 Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. % Total Budget Displays the amount spent as opposed to the amount budgeted. Calculation: (EAC / Budget Total) x 100 Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Actual to Date Displays the actual amount of the budget spent to date. The data is taken from the aggregated actuals posted in WIP. Database Tables and Columns: ppa_wip_values.total_cost Budget Total Displays the total amount of the budget for the investment. Database Tables and Columns: If the investment has a detail budget, this value is taken from fin_financials.budget_cst_total, else it is taken from fin_financials.planned_cst_total.
EAC Displays the estimated actuals at completion. Calculation: Actual to Date + Month (1 to 3) + Remainder Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Forecast (Months 1-3) Displays the budget forecast for selected months (1-3). The Forecast fields must have either a detail or a simple budget entered for the investment for data to appear in these fields. If a detail budget exists, the forecast plan of record is used for the parameter Start Date and the totals posted in the fields. If only a simple budget exists, the single budget amount is evenly distributed over the duration of the project. For example: If the simple budget=12,000 and the project duration is 6 months, the monthly budget/forecast is 2,000. Database Tables and Columns: If the investment has a detailed budget, this value is taken from the slice table odf_ssl_cst_dtl_cost.slice. If the investment has simple budget and has forecast cost, the report does its slicing during the runtime based on the forecast cost. If the forecast cost is not present, the same calculation is done based on the planned cost. Manager Displays the name of the manager whose projects are being reported on. Database Tables and Columns: nbi_project_current_facts.manager_last_name nbi_project_current_facts.manager_first_name Plan/Budget Variance Displays the difference between the actuals budgeted and the actuals posted at completion. Calculation: Budget Total - EAC Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement.
Project Displays the project being reported on. Database Tables and Columns: nbi_project_current_facts. project_name Remainder Displays the remaining months where actuals have not yet been posted. Database Tables and Columns: The same as Forecast (Months 1-3), but it includes the slice values remaining after month 3.
Prerequisites
The investment must be financially enabled. Note: See the Project Management User Guide for more information. Transactions must exist for the investment. Invoices must be approved to show on the Credit to Allocation. GL-Period End and GL-Period Start must belong to the same entity and same period type ( for example, monthly).
Parameters
GL-Period End Indicates the end of the reporting period for the report. Click the Browse icon and select a date from the list that appears.
GL-Period Start Indicates the start of the reporting period for the report. Click the Browse icon and select a start time from the list that appears. Group By Indicates how the information is to be grouped and presented on the report. Select an option from the drop-down to show how you want the information grouped. Investment Indicates the name of the investment that the report will provide data for. Click the Browse icon and select the investment from the list that appears. Resource Indicates the name of the resources that the report will provide data for. Click the Browse icon and select names from the list that appears.
Report Fields
Account Displays the account identifier. Database Tables and Columns: cbk_gl_account.main_account_id cbk_gl_account.sub_account_id Account Description Displays in text what the corresponding account number represents. Database Tables and Columns: cbk_gl_account.sub_account_id Charge to Allocation Displays the share (or allocation) that a customer will be charged based on the transaction amount and the debit-rule, which may split the total transaction cost between accounts. Database Tables and Columns: If cbk_gl_txns.chargeback_type = THEN cbk_scaled_gl_txns.scaled_amount
Credit to Allocation Displays the share of transactions of approved invoices that will be credited back to a provider. Total cost is split between provider accounts according to credit rules. Database Tables and Columns: If cbk_gl_txns.chargeback_type = THEN cbk_scaled_gl_txns.scaled_amount GL-Period Displays the GL time period that the report covers using a yyyy/mm format. Database Tables and Columns: biz_com_periods.period_name Investment Displays the name of the investment being reported on. Database Tables and Columns: inv_investments.name Resource Displays the resource associated with charges at the detailed level in the report. Database Tables and Columns: srm_resources.last_name srm_resources.first_name Task Displays a project task being reported on. Database Tables and Columns: prtask.prname Transaction Date Displays the date in mm/dd/yyyy format when the transaction listed occurred. Database Tables and Columns: cbk_scaled_gl_txns.transaction_date
Prerequisites
Chargeback data for the investment must exist for the investment and its actuals to show on a report. A budget or planned cost must exist to display budget or planned cost data. An All-* debit rule must be in effect for the investment or system-wide to show a pro-rated budget for the customer. The All-* rule must be in effect to calculate budget/planned cost and forecast costs split across departments. If a department has actual charges but is not defined in the All-* rule, the department will not be in the report. If the budget/planned cost/forecast's start date does not have an allocation in the All-* rule, the investment will not be displayed in the report. Every investment should have the following dates with a corresponding allocation in the All-* rule: Planned dates Budget dates Forecast dates
If not, the investment does not display in the report. An entity must be defined and the project must be financially enabled.
Parameters
Customer Indicates the department that will be charged with the investment cost according to the debit rule allocation. Click the Browse icon and select a name from the list that appears. GL-Period End Indicates the end of the reporting period for the report. Click the Browse icon and select a date from the list that appears.
GL-Period Start Indicates the start of the reporting period for the report. Click the Browse icon and select a start time from the list that appears. Group By Indicates how the information is to be grouped and presented on the report. Select an option from the drop-down to show how you want the information grouped. Plan Type Indicates the plan type to filter the report by. Select the plan type from the drop-down list in the field. Provider Indicates the department that is providing the service. Click the Browse icon and select a name from the list that appears.
Report Fields
Budget Displays the prorated budget/planned cost for a specific customer based on the total investment budget split using the All-* debit rule. Database Tables and Columns: fin_financials.budget_cst_total* odf_ssl_gl_all_dtl_pct.slice Customer Displays the department receiving and paying for a service. Database Tables and Columns: departments.description Entity Displays the entity the investment belongs to. Database Tables and Columns: entity.entity Forecast-to-Date (FTD) Displays the prorated forecast (Actuals + Remaining Planned Cost) as of the current date, based on the total investment forecast split using the All-* debit rule. Database Tables and Columns: fin_financials.forecast_cst_total* odf_ssl_gl_al_dt_pct.slice
GL-Period Displays the GL time period that the report covers using a yyyy/mm format. Database Tables and Columns: biz_com_periods.period_name Inception-to-Date (ITD) Displays all actuals charged to a customer from the beginning of an investment to the current date. Database Tables and Columns: cbk_scaled_gl_txns.scaled_amount Investment Displays the name of the investment being reported on. Database Tables and Columns: inv_investments.name Period-to-Date (PTD) Displays the actuals charged to a customer from the beginning of an investment's start period to the current date. Database Tables and Columns: cbk_scaled_gl_txns.scaled_amount Planned Cost Displays the plan of record for the investment pro-rated using the All-* rule. Database Tables and Columns: fin_financials.planned_cst_total* odf_ssl_gl_all_dtl_pct.slice Provider Displays the department responsible for the investment. Database Tables and Columns: departments.description Year-to-Date (YTD) Displays the actuals charged to a customer from the beginning of the year to the current date. Database Tables and Columns: cbk_scaled_gl_txns.scaled_amount
Prerequisites
The project must be financially enabled to generate this report. Note: See the Project Management User Guide for more information. You must have billing access to the project. Note: See the Project Management User Guide for more information. Transactions must be posted to WIP and bills must be generated and approved. Note: See the Financial Management User Guide for more information.
Parameters
The following filtering parameters are associated with this report. These parameters define the data range with which the report should be run. Beginning Invoice Number (Required) Defines the beginning invoice number range with which to filter this report. Click the Browse icon to select to the invoice. Ending Invoice Number (Required) Defines the ending invoice number range with which to filter this report. Click the Browse icon to select to the invoice. Level of Detail (Required) Select the level of detail you want to see on the report from the drop-down list.
Invoice Date Defines the invoice date range with which to filter this report. You can define a Specific Date by clicking the Select Date icon, or a Relative Date from the drop-down.
Fields
Activity Displays the charge code. Database Tables and Columns: prchargecode.prName Admin Charges Displays the administrative charge on an invoice. Database Tables and Columns: invoiceheader_values.admincharge Amount Displays the amount associated with the invoice. Database Tables and Columns: invoiceheader_values.invoiceamount Invoice Date Displays the date the invoice was created. Database Tables and Columns: invoiceheader.invoicedate Invoice Number Displays the invoice number being reported on. Database Tables and Columns: invoiceheader.invoiceno
Company Information Displays the company or customer name and address. Database Tables and Columns: armaster.address_name armaster.addr1 armaster.addr2 armaster.addr3 armaster.addr4 armaster.addr5 armaster.addr6 Credit Memo Displays whether an invoice was converted to a credit memo. Database Tables and Columns: invoiceheader.invoiceno_applyto Please Remit Payment To: Displays the name and address of the party the customer is to pay. Database Tables and Columns: locations.locationdescription locations.address1 locations.address2 locations.address3 locations.city locations.stateprov locations.zip locations.countryid locations.phone Project Code Displays the project code Database Tables and Columns: ppa_billings.project_code
Project Description Displays a description of the project. Database Tables and Columns: srm_projects.name Quantity Displays the number of units from the transactions. Database Tables and Columns: ppa_billings.quantity Resource Displays the resource associated with charges at the detailed level in the report. Database Tables and Columns: srm_resources.last_name srm_resources.first_name Tax Amount Displays the tax amount associated with the invoice. Database Tables and Columns: invoiceheader_values.taxamount Transaction Class Displays the transaction class associated with the charges on a customer invoice. Database Tables and Columns: ppa_wip.transclass Transaction Class Description Displays a description of the transaction class. Database Tables and Columns: transclass.description
Requirements
At least one key task or milestone must be created on the project. Data for each WBS type, as selected in the parameters, displays if you have entered the appropriate data into the project schedule. To use the OBS Unit parameter to filter the report, at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects.
Parameters
Include Completed Tasks Indicates if you want completed tasks included in report data. Default: Cleared Group By Indicates how the information is to be grouped and presented on the report. Select an option from the drop-down to show how you want the information grouped. OBS Unit Indicates the OBS unit by which the report is filtered. Print Late Items Only Indicates if you want only items identified as late included in report data. Default: Cleared Project Indicates the project or projects on which data is reported. Threshold Indicates the number of days that pass before a project shows a yellow or red stoplight status.
WBS Type Indicates the level of WBS data you want to see on the report. Select the option you want from the drop-down list.
Charts
Two pie charts indicate the number of late starts and finishes compared to on-time starts and finishes.
Report Fields
% Complete Displays the portion of the task, milestone, or phase that has been completed. This is a not a calculated field but is taken from a value users enter manually. Database Tables and Columns: prtask.prpctcomplete Finish Date Displays the finish date for the task. Database Tables and Columns: prtask.prfinish Finish Variance Displays any difference between the planned finish date and either the actual finish date or the date of the report if the finish has not occurred. Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Performance Displays through stoplights the performance for the task, milestone, or phase according to the threshold set. Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Start Date Displays the start date for the task, phase, or milestone. Database Tables and Columns: prtask.prstart
Start Variance Displays the difference between the planned start date and the actual start date or the date of the report if the start has not occurred. Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Task Displays a project task being reported on. Database Tables and Columns: prtask.prname Task Status Displays whether a task, milestone, or phase is started, not started, or complete. Database Tables and Columns: prtask.prstatus Type Displays whether the report item is a task, milestone, or a phase. Database Tables and Columns: prtask.pristask, prtask.priskey, prtask.prismilestone
Prerequisites
Resources must be assigned a calendar. To use the OBS Unit parameter to filter the report, at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects.
Parameters
Group By Indicates how the information is to be grouped and presented on the report. Select an option from the drop-down to show how you want the information grouped. OBS Unit Indicates the OBS unit by which the report is filtered. Resource Manager Identifies the Resource manager or managers whose data displays in the report. Click the Browse icon to select names. Resource Type Indicates the category of resource that is desired on the report. You can select multiple categories. Status Indicates the status of resource timesheets that are to be included on the report. You can select multiple statuses. Time Period Defines the time period date range with which to filter this report. You can define a Specific Date by clicking the Select Date icon, or a Time Period relative to the current date from the drop-down. If you enter a date as a parameter, the application scans all of the time periods to find the time period where that date fits in and assigns that time period.
Charts
Two pie charts indicate the following: The number of resources that completed time entry, had partial entry, or had no time entry. The actual hours entered compared against the missing hours.
Report Fields
Actual Displays the number of hours the resource charged during the reporting time period. Database Tables and Columns: prtimeentry.practsum
Available Displays the number of hours that the resource had available to charge during the reporting time period. Database Tables and Columns: nbi_resource_facts.available_hours Email Displays the email address of the resource. Database Tables and Columns: srm_resources.email Missing Displays the number of hours that are missing (not charged) by the resource. Calculation: Available - Actual Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Resource ID Displays the unique identifier for the resource. Database Tables and Columns: srm_resources.id Resource Name Displays the resource being reported on. Database Tables and Columns: nbi_resource_facts.full_name Status Displays the status of the timesheet for the reporting time period. Database Tables and Columns: prtimesheet.prstatus Time Period Displays the reporting time period that has missing time for the resource. It indicates the start and end dates of the time period. Database Tables and Columns: prtimeperiod.prstart prtimeperiod.prfinish - 1
Requirements
Projects, services, or other investment types must exist in CA Clarity PPM. For projects, project scoring data and graphics are displayed if you are using the project goals and alignment activity features.
Note: See the Project Management User Guide for more information.
Parameters
End Date Defines the end date of the report. To select a specific end date, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date, select the Relative Date option and select the relative date that applies from the drop-down list for the field. Investment Type Indicates which investment type's projects are be included on the report. Click the Browse icon and select the investment type from the list that appears. Manager Indicates the manager whose projects are to appear on the report. OBS Unit Indicates the OBS unit by which the report is filtered. Plan Type Indicates the plan type to filter the report by. Select the plan type from the drop-down list in the field. Project Approval Indicates the approval status of the projects you want included on the report.
Reporting Currency Indicates the currency in which the financial information will display. Start Date Defines the start date of the report. To select a specific day, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date such as Start of Next Month, select the Relative Date option and select the relative date that applies from the drop-down list for the field.
Charts
Alignment by Budget shows the distribution of projects according to cost (bubble size), risk (color), alignment (horizontal axis), and goal (vertical axis). Alignment by Effort shows the distribution of projects according to effort (bubble size), risk (color), alignment (horizontal axis) and goal (vertical axis).
Report Fields
Actual Hours Displays the number of hours charged to the project for the time period selected. Database Tables and Columns: nbi_project_current_facts.actual_hours Alignment Score Displays how well an investment is aligned with the organization's business goal. This value displays in the form of a stoplight symbol (red, yellow, or green). The stoplight is a range defined as red (033), yellow (3467) and green (68-100). Alignment score of 100 indicates the investment is in perfect alignment with the organization's business goal. This value is assigned and can be changed on the properties page for an investment. Database Tables and Columns: nbi_project_current_facts. goal_score Budget Cost Displays the budgeted cost for a project or any other investment. The budget cost is based on the budget cost plan. If no detailed budget exists, the budget cost is taken from planned cost. Database Tables and Columns: nbi_project_forecast.cost_budget_total
Budget Hours Displays the number of hours budgeted for the project. Database Tables and Columns: nbi_project_current_facts.budget_hours Cost Variance Displays the difference between the budgeted cost and the estimate at complete (EAC) cost. Calculation: Budgeted Cost - Estimated Cost at Completion Database Tables and Columns: (nbi_project_forecast.cost_budget_total) (nbi_project_current_facts.cost_act_total + nbi_project_current_facts.cost_etc_total) EAC Cost Displays the estimate at completion (EAC) in cost. Calculation: ETC Total Cost + Total Actual Cost Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. EAC Hours Displays the estimate at completion (EAC) in hours. Calculation: Estimate to Complete (ETC) Hours + Actual Hours Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Forecast Cost Displays the forecast cost for a project or any other investment. Forecast is based on the plan or record (POR) cost plan. If no POR exists, forecast is equal to planned cost. Database Tables and Columns: fin_financials.forecast_cst_total
Hours Variance Displays the difference between the hours budgeted for a project and the hours that are estimated at completion. Calculation: Budgeted Hours - Estimate at Completion Hours Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Manager Displays the name of the manager whose projects are being reported on. Database Tables and Columns: nbi_project_current_facts.manager_last_name nbi_project_current_facts.manager_first_name Project Displays the project being reported on. Database Tables and Columns: nbi_project_current_facts. project_name Risk Displays using stoplights whether a project is at risk. Mouse over a stoplight to see a tooltip on what the stoplight represents. Database Tables and Columns: If the Investment type is Project then (inv_projects.rcf_flexibility * 1.0 + inv_projects.rcf_funding * 1.0 + inv_projects.rcf_human_interface * 1.0 + inv_projects.rcf_implementation * 1.0 + inv_projects.rcf_interdependency * 1.0 + inv_projects.rcf_objectives * 1.0 + inv_projects.rcf_org_culture * 1.0 + inv_projects.rcf_resource_avail * 1.0 + inv_projects.rcf_sponsorship * 1.0 + inv_projects.rcf_supportability * 1.0 + inv_projects.rcf_technical * 1.0) / (11.0) For other investment types, the value is taken from inv_investment.risk.
Requirements
Investments must exist in CA Clarity PPM. To use the OBS Unit parameter to filter the report, at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects.
Parameters
Project Approval Indicates the approval status of the projects you want included on the report. Project Name Indicates the project or projects whose data will be reported on. Click the Browse icon and select the projects from the list that appears. Project Manager Indicates the manager or managers whose projects are to appear on the report. Status Indicates whether a project is active or inactive. Click the appropriate status in the field.
Reporting Currency Defines the currency type that appears on the report for amounts and totals. Investment Type Indicates the investment types that are to be included on the report. You can select multiple investment types.
Report Fields
Actual Hours Displays the number of hours charged to the project for the time period selected. Database Tables and Columns: nbi_project_current_facts.actual_hours Budget Cost Displays the amount budgeted for the project. Database Tables and Columns: nbi_project_current_facts.cost_budget_total Budget Hours Displays the number of hours budgeted for the project. Database Tables and Columns: nbi_project_current_facts.budget_hours Changes Displays the level of changes for a project using stoplights. See the legend in the report for stoplight values. Database Tables and Columns: Maximum of odf_change_v2.priority_code Cost Variance Displays the percentage of variance from the budget cost. Calculation: ((EAC Cost - Budget Cost)/ Budget Cost) x 100) Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement.
Currency Code Displays the currency for the project totals. Database Tables and Columns: nbi_project_current_facts.currency_code EAC Cost Displays the estimate at completion (EAC) in cost. Calculation: ETC Total Cost + Total Actual Cost Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. EAC Hours Displays the estimate at completion (EAC) in hours. Calculation: Estimate to Complete (ETC) Hours + Actual Hours Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Finish Date Displays the scheduled finish date for the project. Database Tables and Columns: inv_investments.schedule_finish Finish Variance Displays the difference between the scheduled finish date and the actual finish date. Calculation: (Base Finish Date - Finish Date). Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Hours Variance Displays the difference between the hours budgeted for a project and the hours that are estimated at completion. Calculation: Budgeted Hours - Estimate at Completion Hours Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement.
Issues Displays the level of open issues for a project using stoplights. See the legend on the report for stoplight values. Database Tables and Columns: Maximum of odf_issue_v2.priority_code OBS Displays the organizational breakdown structure for the projects on the report. Database Tables and Columns: nbi_dim_obs.obs_unit_id Progress Displays using a progress bar how complete the project is. Database Tables and Columns: odf_inv_v.stage odf_inv_v.stage_number Project Manager Displays the name of the manager whose projects are being compared against set goals. Database Tables and Columns: nbi_project_current_facts.manager_last_name nbi_project_current_facts.manager_first_name Project Name Displays the name of project being reported on. Database Tables and Columns: nbi_project_current_facts. project_name
Risk Displays the open risks for a project using stoplights. See the legend on the report for stoplight values. Database Tables and Columns: If the Investment type is Project then (inv_projects.rcf_flexibility * 1.0 + inv_projects.rcf_funding * 1.0 + inv_projects.rcf_human_interface * 1.0 + inv_projects.rcf_implementation * 1.0 + inv_projects.rcf_interdependency * 1.0 + inv_projects.rcf_objectives * 1.0 + inv_projects.rcf_org_culture * 1.0 + inv_projects.rcf_resource_avail * 1.0 + inv_projects.rcf_sponsorship * 1.0 + inv_projects.rcf_supportability * 1.0 + inv_projects.rcf_technical * 1.0) / (11.0) For other investment types, the value is taken from inv_investment.risk. S1 Displays the overall health of the project using a stoplight. See the legend on the report for stoplight values. Database Tables and Columns: Based on budget flags (S2 and S3). S2 Displays the hour variance of a project using stoplights. See the legend on the report for stoplight values. Database Tables and Columns: Based on Hours Variance. S3 Displays using a stoplight the cost variance between the budgeted cost and the EAC cost. See the legend on the report for stoplight values. Database Tables and Columns: Based on Cost Variance.
S4 Displays the schedule variance using stoplights. See the legend on the report for stoplight values. Database Tables and Columns: nbi_project_current_facts.currency_code Start Date Displays the date the project started. Database Tables and Columns: inv_investments.schedule_start Start Variance Displays the difference between the scheduled start and the actual start of a project. Calculation: (Base Start Date - Start Date). Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement.
This report can be run only from CA Clarity PPM. It cannot be run from BusinessObjects InfoView. Run this report if you work with the following: Project management to analyze WIP Note: See the Project Management User Guide for more information. Financial management Note: See the Financial Management User Guide for more information.
Service management Note: See the IT Service Management User Guide for more information.
Demand management Note: See the Demand Management User Guide for more information.
Portfolio management Note: See the Portfolio Management User Guide for more information.
Requirements
The project must be financially enabled to generate this report. Note: See the Project Management User Guide for more information. Transactions must have been entered and posted through financial processing. To use the OBS Unit parameter to filter the report, at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects.
Parameters
End Date Defines the end date of the report. To select a specific end date, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date, select the Relative Date option and select the relative date that applies from the drop-down list for the field. OBS Unit Indicates the OBS unit by which the report is filtered. Project Manager Indicates the manager or managers whose projects are to appear on the report. Project Indicates the project or projects on which data is reported. Start Date Defines the start date of the report. To select a specific day, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date such as Start of Next Month, select the Relative Date option and select the relative date that applies from the drop-down list for the field.
Transaction Status Indicates whether the transactions to be included on the report should be active or inactive.
Report Fields
Amount Billed Displays the total amount billed to the project. Database Tables and Columns: nbi_project_current_facts.act_billing Approved By Displays the project approver. Database Tables and Columns: pac_mnt_projects.resourcecode Approved Date Displays when the project was approved. Database Tables and Columns: pac_mnt_projects.approvedatetime Bill Rate Displays the billing rate for the transaction. Calculation: Quantity/Revenue Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Charge Code Displays the identification code that the transaction was charged against. Database Tables and Columns: ppa_wip.charge_code ppa_transcontrol.charge_code Chargeable Displays the chargeable hours for the project. Database Tables and Columns: ppa_wip.chargeable (= 1) ppa_transcontrol.chargeable (= 1)
Company Name Displays the name of the company whose transactions are being reported. Database Tables and Columns: nbi_project_current_facts.customer Contract Amount Displays the amount of the contract. Database Tables and Columns: nbi_project_current_facts.contractamount Contract Date Displays the date the contract started. Database Tables and Columns: nbi_project_current_facts.contract_date Contract Number Displays the identifier of a contract associated with a project. Database Tables and Columns: nbi_project_current_facts.contract_number Contract Remain Displays the remaining amount of the contract. Calculation: (Contract Amount - Amount Billed). Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Manager Displays the name of the manager whose projects are being reported on. Database Tables and Columns: nbi_project_current_facts.manager_last_name nbi_project_current_facts.manager_first_name
Margin Displays the difference between revenue and total cost of the transaction at the detail level. At the summary level, indicates the difference between total revenue and total cost of all transactions on the report. Calculation: Revenue - Total Cost Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Non-Chargeable Displays the nonchargeable hours for the project. Database Tables and Columns: ppa_transcontrol.chargeable (<> 1) ppa_wip.chargeable (<> 1) Project ID Displays the project identifier of the project whose transactions are included on the report. Database Tables and Columns: nbi_project_current_facts.project_id Project Status Displays whether the project is active or inactive. Database Tables and Columns: nbi_project_current_facts.fm_status Quantity Displays the number of units of labor or other items within the activity in this transaction. Database Tables and Columns: ppa_wip.quantity ppa_transcontrol.quantity Resource Displays the resource associated with charges at the detailed level of the report. Database Tables and Columns: ppa_transcontrol.resource_code ppa_wip.resource_code
Revenue Displays the revenue generated by the transaction. Database Tables and Columns: ppa_transcontrol.totalamount ppa_wip.totalamount Role Displays the project role a resource performs. Database Tables and Columns: prteam.prroleid Total Cost Displays in the detail section of the report the total cost of the transaction. In the summary section, it displays the total cost for all transactions listed on the report. Database Tables and Columns: ppa_wip_values.totalcost ppa_transcontrol_values.totalcost Total Hours Displays the total hours charged for the transactions included on the report. Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Total Revenue Displays the total revenue generated for the transactions included on the report. Database Tables and Columns: ppa_transcontrol.totalamount ppa_wip.totalamount Total WIP Displays the total work in progress for the project. Database Tables and Columns: ppa_transcontrol.totalamount ppa_wip.totalamount
Transaction Date Displays the date the transaction listed occurred in mm/dd/yyyy format. Database Tables and Columns: ppa_wip.transdate ppa_transcontrol.transdate WIP Cleared Displays the amount of work in progress that has been completed. Calculation: (Total WIP - WIP Remain). Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. WIP Remain Displays the remaining work to be done on the transaction. Database Tables and Columns: ppa_transcontrol.amountremaining ppa_wip. amountremaining
Prerequisites
For projects, the resource must be assigned to project tasks from Open Workbench or Microsoft Project to display assigned hours. To use the OBS Unit parameter to filter the report, at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects.
Parameters
Group By Indicates how the information is to be grouped and presented on the report. Select an option from the drop-down to show how you want the information grouped. Period Type Indicates whether the weekly or monthly period type will be reported. Project Indicates the project or projects on which data is reported. Resource Indicates the name of the resources that the report will provide data for. Click the Browse icon and select names from the list that appears. Resource Manager Identifies the Resource manager or managers whose data displays in the report. Click the Browse icon to select names. Resource OBS Indicates the OBS unit that the report will be filtered by. Click the Browse icon and select the OBS from the list that appears. Starting Period Defines the start date of the report. To select a specific day, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date such as Start of Next Month, select the Relative Date option and select the relative date that applies from the drop-down list. Type of Hours Indicates the type of hours to be included on the report (allocated or assigned). You can select multiple items for this field.
Graph
The report contains a graph that shows the assigned hours for resources on the report compared to the allocated hours for resources.
Report Fields
Actuals (h) Displays the hours charged to the project for the time period selected. Database Tables and Columns: nbi_project_res_task_facts.actual_qty
Assigned (h) Displays the assigned hours. Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. End Date Displays the end date for the reporting period. Database Tables and Columns: prtask.finish ETC Hours Displays the number of hours estimated to complete the task. Database Tables and Columns: nbi_project_res_task_facts.etc_qty Project Name Displays the name of project being reported on. Database Tables and Columns: nbi_project_current_facts. project_name Resource Name Displays the resource being reported on. Database Tables and Columns: nbi_resource_facts.full_name Start Date Displays the start date for the reporting period. Database Tables and Columns: prtask.prstart Task Name Displays a project task being reported on. Database Tables and Columns: prtask.prname
Type Displays the type of hours. The value is either Allocated or Assigned. Database Tables and Columns: This value is not stored in a database table and column. It is passed as a parameter. Variance Displays the percentage of difference between the hours allocated for a project and the hours assigned to resources. Calculation: ((Assigned Hours - Allocated Hours)/Allocated Hours). Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement.
Run this report if you work with resources. Note: See the Resource Management User Guide for more information.
Prerequisites
To use the OBS Unit parameter to filter the report, at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects.
Parameters
Period Type Indicates whether the weekly or monthly period type will be reported. Resource Manager Identifies the Resource manager or managers whose data displays in the report. Click the Browse icon to select names.
Resource OBS Indicates the OBS unit that the report will be filtered by. Click the Browse icon and select the OBS from the list that appears. Role Indicates the role or roles to be included on the report. Click the Browse icon and select roles. Starting Period Defines the start date of the report. To select a specific day, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date such as Start of Next Month, select the Relative Date option and select the relative date that applies from the drop-down list.
Report Fields
Alloc Displays the percentage of the capacity hours that have been allocated. Database Tables and Columns: prj_blb_slices.slice for request_name = dailyresourcealloccurve. Avail Displays the available capacity remaining. Calculation: (Capacity Hours - Allocation Hours). Database Tables and Columns: This is a calculated field. For more information, see the report's SQL statement. Cap Displays the capacity available in hours. Database Tables and Columns: prj_blb_slices.slice for request_name = dailyresourceavailcurve. Investment Displays the name of the investment being reported on. Database Tables and Columns: prteam.prprojectid
Role Displays the primary role being reported on. Database Tables and Columns: srm_resources.last_name where prprimaryroleid of the resource name equals srm_resources.id. OBS Displays the organizational breakdown structure for the projects on the report. Database Tables and Columns: nbi_dim_obs.obs_unit_id Resource Name Displays the resource being reported on. Database Tables and Columns: nbi_resource_facts.full_name
Prerequisites
Resources must be set up and assigned a track mode of "Time". Resources must have entered hours worked into their timesheet in CA Clarity PPM for the time period that is selected. To use the OBS Unit parameter to filter the report, at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects.
Parameters
From Period Defines the beginning of the effective date range for the report. To select a specific end date, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date, select the Relative Date option and select the relative date that applies from the drop-down list for the field. Resource OBS Indicates the OBS unit that the report will be filtered by. Click the Browse icon and select the OBS from the list that appears.
Project Manager Indicates the manager or managers whose projects are to appear on the report. Resource Name Indicates the names of the resource that the report will provide data for. Click the Browse icon and select names from the list that appears. To Period Defines the end of the effective date range for the report. To select a specific day, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date, select the Relative Date option and select the relative date that applies from the drop-down list for the field.
Report Fields
Hours Displays in hours the time worked by a resource. Database Tables and Columns: prj_blb_slices.slice Manager Displays the name of the manager whose resources are being reported on. Database Tables and Columns: srm_resources.manager_id Note Category Displays a category for the note (for example, Project or Personal), Database Tables and Columns: prnote.prcategory Note Description Displays the contents of the note. Database Tables and Columns: prnote.prvalue Project Name Displays the name of the project being reported on. Database Tables and Columns: inv_investments.name
Resource ID Displays the unique identifier for the resource. Database Tables and Columns: srm_resources.id Resource Name Displays the resource being reported on. Database Tables and Columns: nbi_resource_facts.full_name Status Displays the status of the timesheet for the reporting time period. Database Tables and Columns: prtimesheet.prstatus Task Name Displays a project task being reported on. Database Tables and Columns: prtask.prname Time Period Displays the reporting time period that has missing time for the resource. It indicates the start and end dates of the time period. Database Tables and Columns: prtimeperiod.prstart prtimeperiod.prfinish - 1
Resource Portlet
The Resource portlet contains Xcelsius visualizations that help you identify resource forecasted utilization and also the capacity and demand of the roles in the next six months. The gauge component measures the forecasted resource utilization. The column graph gives a comparison between demand and capacity by month. The pie chart shows capacity by role and demand by role. This same information is displayed in the list, except it displays incremental cost information. The grid component displays the capacity and demand for a role for the next 6 months. Incremental cost in the grid displays the increase or decrease in cost when the FTE/hours slider is increased or decreased respectively. You can change the data view by selecting either FTE (full-time employee) or hours. The following Xcelsius visualizations display on this portlet: Average Forecasted Utilization Displays the utilization of roles in an organization. Role Capacity/Demand Displays the total capacity in percentage. Each pie segment represents the total capacity and demand for a role. Capacity and Demand Displays the total capacity and demand for all roles in the current month. Capacity and Demand by Role Displays the total capacity and demand for each role for six months starting current month. You can replace a role with resources that can complete the work. The following columns display on the Capacity and Demand by Role chart: Role Displays the roles associated for this project.
Resource Portlet
Incremental Cost Displays the increase or decrease in cost when FTE or hours are increased or decreased respectively. The values are taken from the cost matrix. Capacity Displays the total number of available hours for the associated resource. Demand Displays the total number of assigned or allocated hours for the associated resource. Remaining Capacity Displays the difference between the total demand and the total capacity for each month for all investments.
Portfolio Portlet
Portfolio Portlet
The Portfolio portlet is an interactive portlet that contains Xcelsius visualizations for a selected portfolio. The following information is available on the Portfolio Dashboard or Investment Dashboard: Portfolio Dashboard Budget/Forecast by Goal Balance Investment Financial Grid
Investment Dashboard Spending Plan By Month Schedule Variance Investment Allocation Hours By Role Issues Risks
To view information from this portlet 1. Open the portfolio and navigate to the Portfolio portlet. Note: Navigation depends on how you or the CA Clarity PPM administrator configures this portlet. A list of investments that are available from the selected portfolio appear. 2. Select the investments you want to factor into the analysis, and click the Portfolio button or Investments button. The Portfolio Dashboard or Investment Dashboard appears. 3. Click Update and clear the Filter check box to view information based on the selected investments. 4. Click the Portfolio Dashboard or Investment Dashboard buttons to view the visualizations. To select or remove investments, select the Filter check box to display the list box of selected and available investments.
Portfolio Portlet
Portfolio Dashboard
Use the Portfolio Dashboard to analyze the impact to your portfolio by adding and removing investments from the dashboard. The following summary information is displayed: Portfolio Displays the portfolio name. Manager Displays the manager associated with this portfolio Start Displays the start date of the portfolio. Finish Displays the end date of the portfolio. Currency Displays the currency in US dollars. Benefit Displays the portfolio benefit defined in the Properties page. Budget Displays the budget defined for the portfolio. Approved Investments Budget Displays the approved investment budget for all investments in the portfolio. Cost Variance Displays a stoplight that shows a view of a portfolios performance. Values: Green. Approved investment's planned cost are less than the portfolio's Planned Cost. Red. Approved investment's planned cost are greater than the portfolio's Planned Cost.
Budget/Forecast by Goal
The Budget/Forecast by Goal displays a column chart representing goals for all investments for that portfolio in the Y-axis and budget and forecast amounts from the cost plan in the X-axis.
Portfolio Portlet
Balance
The Balance portlet displays a bubble graph that shows how the score of each investment balances between corporate alignment and the finish date. Investments use three factors when scoring; business alignment, cost, and risk. For example, if you defined a budget for a portfolio for this year only, its costs restrict to this year. In addition, changing the planned cost of an investment changes its bubble size. The following describes this portlet: Schedule Finish Date Displays the scheduled finish date of this investment. Alignment Score Investments appear on the graph somewhere between good and poor according to their alignment with business goals. An investment with a low y-coordinate (distance from the origin) lies somewhere within the red zone on the graph and move up the graph vertically based on their business alignment score. Values: Bubble colors display the risk color Green (65 and 100). Investment is well aligned Yellow (35 and 64). Investment is average aligned Red (0 and 34). Investment is poorly aligned White. Alignment data undefined
Portfolio Portlet
Alignment Displays how well the investment aligns to the organizations business goal. The higher the value, the stronger the alignment. This metric is used in portfolio analysis when you use comparable business alignment criteria across all portfolio investments. Values: Risk Displays a stoplight that helps you assess the risk of a project. The project's total risk score determines the color of the stoplight, including: Values: Stage Defines the stage in the project's lifecycle. Start Displays the start for this particular project. Planned Cost Defines the amount of money available for investments in this project. This information is important when planning a portfolio, since it helps you decide how much more money you need to spend on an investment. Actual Cost Displays the actuals for the entire project (the sum of all actuals posted for the investment). Like Planned Cost, this information is important when planning a portfolio, since it helps you decide how much more money you need to spend on an investment. Remaining Cost Displays the difference between the planned costs and the actual costs. Role Allocation Demand Displays the total effort required to complete the investments tasks. Green (0 to 33). Project is low risk Yellow (34 to 68). Project is medium risk Red (68 to 100). Project is high risk White. Risk data undefined Green (65 and 100). Investment is well aligned Yellow (35 and 64). Investment is average aligned Red (0 and 34). Investment is poorly aligned White. Alignment data undefined
Portfolio Portlet
Role Actuals Displays the aggregated total actuals of all the resources and roles irrespective of their investment role for each investment. Remaining Role Allocation Displays the aggregated total remaining allocation value for all resources and roles.
Investment Dashboard
Use the Investment Dashboard to analyze your investments. The following information is displayed: Investment Displays the name of the investment. Click an investment name to view the detailed properties for that investment. Manager Defines the manager of the investment. Start Displays the start of this particular investment. Finish Displays the end of this particular investment. Baseline Finish Displays the baseline finish date. Stage Defines the stage in the project's lifecycle. Status Displays a graphical representation of the status. For example, if the status is "Approved," the visual representation of the status is a Green stoplight. The selection is displayed as a stoplight symbol when saved. Values: Red, Yellow, and Green. Investment Allocation Hours by Role Displays the roles assigned for an investment in hours. Spending Plan by Month Displays the cost plan for the month.
Portfolio Portlet
Schedule Variance Displays the difference between the baseline finish and the finish dates. If there is no baseline, then it would be the current date minus finish date. Issues Displays the issue name, status, and priority. Values: Risks Displays the risk name, status, and priority. Values: Green (0 to 33). Project is low risk Yellow (34 to 68). Project is medium risk Red (68 to 100). Project is high risk White. Risk data undefined Green. No high or medium priority issues exist. Yellow. Medium priority issues exist. Red. High priority issues exist. White. Issue status not defined.
Index
A
access rights types 16 access rights (Department) 20 access rights (Knowledge Store) 72 access rights (Reports) 120 access rights (Software Downloads) 139 access rights (Timesheets) 91 account settings changing font size on pages 135 designating proxies 134 downloading software 140 managing 131 action items accessing 35 deleting 41 deleting assignees 40 editing 39 actions menu accessing 241 configuring 241 overview 241 adjusted timesheets deleting 102 updating approved or posting 101 aggregations adding rows 162 changing row properties 164 audit trail viewing 251
D
dashboards about 179 creating 187 exporting 185 layout 189 setup 187 sharing 193 data exports about 243 examples of 246 how to transfer data 244 data fields, editing 248 data providers 195 department locations, managing 27 department portfolios, viewing and analyzing 30 department resources planning capacity 31 viewing aggregated capacity/demand 31 viewing list of 31 departments about 19 access rights 20 creating 22 creating portfolios 30 deleting 33 managing budgets 25 managing general properties 23 managing investments 32 prerequisites 20 subscribing to services 28 viewing sub-departments 26 discussions about 231 accessing from project 232 creating topics 233 posting messages 234 posting replies to messages 235 display options changing column properties 158 configuring 161 Document Manager about 71 creating folders 74
B
basic searches, performing 146
C
calendars changing view 47 managing 43 modifying 46 common features, about 15 company-wide information 14 configuration versus customization 17
Index 305
document processes, working with 88 documentation in guides 17 documents about 71 checking in 83 checking out 82 copying 85 copying a version to a different folder 87 deleting 90 editing permissions 80 editing properties 84 managing 81 managing versions 87 managing via document processes 88 moving to another folder 86 opening for view only 81 opening previous versions 87 reviewing history 85 saving to your desktop 82
editing permissions in Knowledge Store 80 editing properties in Knowledge Store 79 permissions 72 working with 74 font size, changing 135
G
Gantt charts Actions menu option 241 configuring 170 global search tool about 145 escaping special characters 150 searching for newly entered information 145 using the - (dash) operator 149 using the + operator 149 using the AND operator 149 using the NOT operator 149 using the OR operator 149 global searches techniques 148 using boolean characters 149 using wildcard characters in 148
E
events accessing 43 creating 44 deleting 46 viewing a list of 67 export to Excel about 243 how data transfers 244
H
hierarchical lists about 239 configuring 240 expanding and collapsing rows 240 filtering 240 home page, resetting 132
F
favorites viewing a list of favorite links 68 viewing a list of favorite photos 69 filters about 141 changing filter field properties 169 clearing filter fields 142 configuring filter field display settings 167 configuring list filters 165 deleting saved filters 145 saving 142 showing all items in 142 sorting lists 141 using saved 142 folders creating in Knowledge Store 74 creating subfolders 74 deleting in Knowledge Store 80
I
indirect rows, adding to timesheets 97 indirect time, adding to timesheets 116 interactive portlets about 196 creating 197 personalizing pages with 196 Portfolio Portlet 299 Resource Portlet 297 invoices, delegated approval 23 entry type in timesheets 95 IT consumer, subscribing to services 28
J
jobs, affecting report data 121
K
Knowledge Store access rights 72 accessing 73 adding documents 76 managing documents 81 permissions 72
L
lists Actions menu 241 editing fields 241 managing list filters 166
M
managing on overview page 61 multisort changing column sort order 242 hierarchical lists 239 in Actions menu 241 my projects, viewing 67
changing portlet titles 61 content 61 customizing 57 making personal 58 managing 63 managing tabs 63 personalizing 58 removing portlets 61 restoring defaults 61 using 66 Overview page tabs adding 63 removing 63 reordering 63 viewing details 63
P
page and portlet configuration adding aggregation rows 162 changing column names 158 changing display options 161 editing aggregation row properties 164 editing display properties 158 paused report runs, resuming 126 performing 146 portlets data providers 195 Event Invitations 68 Events 67 filter 220 filter sections for graphs and grids 219 graph 210 grid 198 interactive 196 My Projects 67 Site Links 69 power filters, building 143 process instances cancelling 54 deleting 53 processes managing 48 modifying in organizer 51 starting 50 projects, viewing a list of 67 proxies for action items, designating 134
N
notes, adding to timesheets 103 notifications deleting 56 viewing 56
O
offline timesheets downloading and installing 111 entering time 95 refreshing assignments 117 requirements 110 retrieving 113 saving to CA Clarity PPM 115 setting up 110 submitting 115 using offline 109 organizer accessing 36 correcting run-time errors 52 viewing available processes 49 viewing in 56 Overview page about 57 adding new 63 changing content 61
R
report runs
Index 307
cancelling 126 defining run properties 123 deleting 127 running at future time 123 scheduling 122 setting parameters 123 reports accessing 122 running 122
splitting entries 98 submitting 100 submitting for approval 100 usage requirements 93 using 91 viewing notes 103
S
software, downloading 140
T
tasks about 42 adding manually 97 time-scaled values Actions menu option 241 changing time periods 173 configuring 173 configuring columns 174 timesheets access rights 91 adjusting approved or posted 101 approving submitted 106 changing ETC 99 comparing actual hours to estimates 108 comparing adjusted to original 108 correcting returned 101 deleting 109 deleting a row 117 deleting adjusted 102 deleting notes 103 deleting tasks 99 editing 100 emailing resources from 102 entering time 114 entering time in date cells 98 managing 105 notifying project managers 109 overdue 107 prepopulating 96 printing 102 returning 107 selecting type codes 95 setting as Home page 132 specifying entry type and charge codes in 95