CA Clarity Project & Portfolio Manager

Common Features and Personal Options User Guide
v12.1.0

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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

Chapter 2: Working with Departments

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

Chapter 4: Your Overview Page

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

Chapter 5: Documents and Folders

71

Document Repository Overview................................................................ 71 Knowledge Store Access Rights ............................................................ 72 Knowledge Store Permissions .............................................................. 72 View the Knowledge Store ................................................................. 73 Access the Document Manager ............................................................ 74

6 Common Features and Personal Options User Guide

.. 96 Enter Work Hours into Timesheets .......................................................................... 107 Notify Resources about Overdue Timesheets ........... 82 Check In Documents ..................................... 87 Work with Document Processes .............................................. 106 Return Timesheets ............................................................................................................................................... 105 How to Approve and Analyze Timesheets ....................................................................... 93 Specify Entry Input Type and Charge Codes .................................... 91 How to Get Started with Timesheets ........................................................ 79 Edit Folder Permissions ..................................................................................................................... 74 Add Documents to Folders ............................................... 95 How to Enter Time .................... 99 Submit............................................................................................................................................................... 107 Contents 7 .............................................. 91 Timesheets Access Rights .............................................. Approve.................................................. and Adjust Timesheets ................................ 105 Approve Submitted Timesheets ............. 86 Work with Document Versions .... 83 Edit Document Properties ........................................ 98 Time Entry ETC ................................................................................................................. 80 Delete Folders .............................................. 99 Delete Entries from Timesheets ........................... 80 How to Manage Documents . 95 How to Add Tasks to Timesheets ......................................... 85 Move Documents to Different Folders ..... 81 Save Documents to your Desktop .... 90 Chapter 6: Timesheets 91 Timesheet Overview ................................................................ 82 Check Out Documents .................................................................................................................................................................................................................................. 84 Review Document History ......................................... 104 Delete Timesheet Notes ............Folders ........... 77 Edit Folder Properties ......................................................................................... 88 Delete Documents ................................................................................................................................................. 82 Undo Document Checkout ................................ 98 Split Entry Input Type Codes and Charge Codes ..................................................................... 85 Copy Documents........................................................................................................................................................................................................................................................................... 76 Download Files from Folders ......................... 81 Open Documents for Viewing Only ........................................................................................ 100 Timesheet Notes .................................. 84 Edit Document Permissions ........................................... 103 View and Edit Timesheet Notes ............................................................................. 74 Create Folders ........................ 103 Add Notes to Task Entries or Timesheets .................

. 120 Reports Access Rights.............................................................................................................. 131 Update Personal Information ................................................................. 119 About Report Security ............................................ 109 Receive Notifications for Submitted Timesheets ........................................ 132 Designate Proxies ................... 135 Notification Functional Areas ........ 139 8 Common Features and Personal Options User Guide ......... 122 Scheduled Report Runs ..... 125 Pause or Resume Scheduled Report Runs ............................................................................................................................................................................................ 111 Open and Update CA Clarity PPM Offline Timesheets ...................................................... 138 Software Download Access Rights ........... 138 Software Downloads ........................................................................................ 120 Jobs Affecting Report Data ............................................... 108 Compare Actuals to Estimates .................................................... 135 Manage Your Notification Settings ...................................................Compare Adjusted and Original Timesheets ........ 134 Change the Font Size ................................................................................. 135 Notifications Setup ................................................................................................... 128 Grant View Permissions to Report Runs ................................... 129 View Generated Reports ................................................................. 108 Delete Timesheets ....................... 112 Chapter 7: Reports 119 Stock Reports ............................................................................. 122 Define or Edit Scheduled Report Run Properties ............. 137 Specify Notification Methods ................................................................................................................................................ 126 Delete Scheduled Report Runs .... 127 Delete Saved Report Parameters ........................................................................................................ 121 View a List of Reports ........ 130 Delete Generated Reports ................................ 110 Enter Server Information into CA Clarity PPM Offline Timesheets .................................................................................................................. 127 Add Reports to the My Reports Portlet .. 130 Chapter 8: Account Settings 131 How to Manage your Account ......................................................... 123 View the Status of Scheduled Report Runs ................................................................................................................................................................................................................... 109 Prerequisites for Downloading CA Clarity PPM Offline Timesheets ....................... 109 CA Clarity PPM Offline Timesheets ...................................................................................................................................... 122 Run or Schedule Reports To Run .............................................................................................. 128 Set Up Report Status Notifications .................. 126 Cancel Scheduled Report Runs ..................................... 110 Download and Install CA Clarity PPM Offline Timesheets ........................

.................................................................................................... 155 Time-Scaled Data and Layout .................................. 145 Global Search Tool ........... 155 Gantt Chart Data and Layout ................................................................... 179 Share Dashboards ....................... 170 How to Configure Time-Scaled Values ..................................................................................................................................................................................... 179 Export Dashboard Data to Other Formats ...................................... 166 Add and Remove List Filter Fields ............................................................Download Software ...................................... Portlet..................................................... 140 Chapter 9: Searches and Filters 141 About Filters ........................ 173 Change Time Periods on Portlets .. 142 Show All Items in Lists ...................................................... 177 Chapter 11: Personal Dashboarding 179 About Dashboards .............................................. 173 Configure Column Settings ..................................................... 145 Perform Basic Searches ............................ 142 Clear Filter Fields .................. 156 How to Configure List Filters .................................................................. 141 Save Filters ..................................... 142 Use Saved Filters ........................................................................ 174 How to Configure Graph Portlets ........................................................... 146 Global Search Techniques ..................................... and Filter Layouts ................... 167 Change List Filter Field Names and Display Properties .............. 148 Chapter 10: Page and Portlet Configuration 153 Configuration Overview ...................... 156 How to Configure List Pages and Portlets .......................................................... 166 Change List Filter Field Display Settings ....................................................................... 165 Access List Filters ............................................................................................ 144 Delete Saved Filters ...................................... 169 Change Gantt Chart Data Display Settings .............................................. 176 Temporarily Apply or Remove Consistent Colors Usage from Graphs................................................................................................................................ 143 Use Filter Portlets .................... 154 Fields and Page...................................... 176 Configure Graph Portlets to Use Consistent Colors and Color Key .............................................. 146 Perform Advanced Searches .......................................................... 142 Build Power Filters ..................................................................................................... 180 Contents 9 ....................................................... 167 Change List Filter Field Properties .......................................................................................................................................................................................................... 141 Filter and Sort Lists ......................................................

................................................................................................................ 213 Determine a Graph Portlet's Appearance ........................... 213 Create a Filter Section for a Grid or Graph Portlet ........................................................................................... 193 Publish a Dashboard ................................................................................... 198 Create a Grid Portlet .. 181 Dashboard and Portlet Page Comparision .................................................................................................................................................... 183 View a Dashboard .................................................. 187 Create a Dashboard ........... 206 Add an Aggregation Row for a Number Field to a Grid Portlet .. 187 Dashboard Portlet Setup ......................................................................................................... 185 Export a Portlet .... 209 Graph Portlets .... 194 Chapter 12: Portlets 195 About Data Providers .............................. 181 By Example: Dashboards........... 194 Remove a Portlet from a Dashboard ................. 180 Access Rights for Dashboards ................................................................................................................................ 186 How to Set Up a Dashboard ................................. 197 Grid Portlets............................................ 221 Scope of Filter Portlets .................................................. 193 Edit a Portlet in a Dashboard .............................................................................. 222 How to Set Up a Filter Portlet ............................................................................................... 199 Determine a Grid Portlet's Columns and Layout ................................................................ 223 Create a Filter Portlet ............................................. 196 Create the Interactive Portlet .............................................................................................................................................................................. 205 Add a Time-Scaled Value to a Grid Portlet ............................................................................. 196 Personalize Pages with Interactive Portlets ....................................................... 204 Add a Progress Bar to a Grid Portlet .............. 188 Dashboard Layout ..... 184 Export a Dashboard.................................. 202 Add an Image to a Grid Portlet .............................................................................................................................................................................. 220 Filter Precedence ....... 211 Determine a Graph Portlet's Data and Layout ................................................................................................................................................................................................................. 200 Add a Gantt Chart to a Grid Portlet .................... 210 Create a Graph Portlet . 189 Share a Dashboard ......................................................................................................................................................................... 224 Add a Field to a Filter Portlet ............................................... 225 10 Common Features and Personal Options User Guide ................................................................. 210 Graph Portlet Types ................................... 222 Filter Persistence .......................................................... 219 Filter Portlets ..................................Personalize Dashboards ....................................................................... 195 Interactive Portlets .......................................................

.............................................. 239 Expand and Collapse Rows in Hierarchical Lists ................................................................... 234 Post Replies to Messages ......................................................... 239 Sort Hierarchical Lists ........................................ 267 Missing Time Report ............................................. 241 Change Column Sort Order ...................................................................................................................................................... 229 Chapter 13: Viewing and Posting Discussion Topics 231 About Discussions ................................ 240 Configure Hierarchical Lists ......................... 260 Customer Invoice Report .............. 238 Chapter 14: Lists 239 Hierarchical Lists .................................................................. 226 Determine the Layout of Fields on Filter Portlets ................................................. 235 View Discussion Threads ..................................................................... 240 Actions Menu ......................................................................... 253 Chargeback GL Account Activity Report ..... 248 Select All Items in Lists ................................................................................................................................................................. 237 Modify Topics and Messages ............................................................................................ 236 Expand and Collapse Discussion Threads ................................................. 249 View Audit Records .......................... 243 Edit Data Fields ....... 241 Access the Actions Menu ........................................................................................................................................................................................................................... 269 Portfolio Alignment Report ................................................ 257 Customer & Provider Chargeback Report .............................................................. 263 Key Tasks and Milestone Status Report ......................................... 272 Contents 11 .... 242 Data Export ..................................................................................... 237 Display the Participants of a Discussion Topic ....................... 232 Create New Discussion Topics ................................................. 251 Appendix A: Crystal Reports Stock Report Descriptions 253 Budget Forecast Analysis Report ............ 240 Filter Hierarchical Lists ................................ 248 Chapter 15: Audit Records 249 Audit Overview .......................Add a Lookup or Multi-valued Lookup Field to a Filter Portlet ..................................................................... 233 Post Messages to Discussion Topics ....................................................................................................... 228 Add a Filter Portlet to a Personal Dashboard ......................................... 231 How to Manage Project or Programs Discussions ......................................................................................................................

......................... 300 Investment Dashboard ....................................................................... 287 Resource by Role Description Report ................ 299 Portfolio Dashboard ............................... 297 Portfolio Portlet ........................................................................................................ 276 Project Transactions Inquiry Report .......... 281 Resource Assignments Report ..........................................................................................Investment Status Report . 290 Timesheet Detail Report ........................................................................................................................................................ 303 Index 305 12 Common Features and Personal Options User Guide ............................................................................................. 293 Appendix B: Stock Interactive Portlets 297 Resource Portlet ..................

Access to these features and options depend on your access rights.Chapter 1: Introduction A number of options and features are common to all of the user modules. and on your company’s 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 .

and events. Knowledge Store View. Document Manager View. You can monitor your progress on tasks from this page. You can access the following: Overview A home page to quickly access the action items to which you have been assigned. 14 Common Features and Personal Options User Guide . Note: See the Administration Guide for more information. You can customize this page according to your needs by changing its contents and layout. Company-wide Information and Views You can access information about your company by accessing documents that all users can view. tasks. Reports and Jobs Run reports and jobs that are related to the work you perform. revise the application font settings. and delete documents and folders to which you have access. download and delete documents and folders available from projects. and to view notifications about various events and alerts you have received. You can access personal options and views from the Personal menu in the product. edit. download. Account Settings Change your contact information. Timesheets Complete and submit your time spent on the tasks to which you have been assigned. edit. Organizer Access your daily work by viewing and managing your action items. You can access the organizational options from the Organization menu.Personal Options and Views Overview Personal Options and Views Overview With personal options and views you can quickly access information about yourself or work-related information that important to you. The personal options and views that are available depend on your access rights. and to download related software.

additions. The following lists the common features: Search and Filter You can perform basic and advanced searches from many pages within the product. or configure standard flat lists and hierarchical lists. Using common features is the same regardless of how you accessed them.Common Features Common Features Common features are available throughout CA Clarity PPM. filter. and updates to data in the object. CA Clarity PPM provides a number of search filters that allow you to search for specific objects using search filters with specific criteria. Chapter 1: Introduction 15 . 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. Hierarchical list navigation You can sort. In addition. export the data to an Excel spreadsheet. Configuration options Allows you to perform a number of configurations to change the pages and portlets you use to better suit your needs. User actions You can perform a number of user actions from most list pages. You can either configure these lists to change their layout. Audit You can view audit records that show deletions. or edit the data in the list columns. sort them by multiple columns.

and project managers. Access rights are available from many levels to offer maximum flexibility and protection to users. The following describes the available access right types: Global A global access right is often followed by All.View Output .Manage .View Output right enables you to view the output of a specific report. Similarly.All access right allows you to view the output of all reports. you will receive whatever access rights the group has been given. Each CA Clarity PPM user guide describes the access rights you need to work with the features described in the guide. Group Your CA Clarity PPM administrator can grant instance and global access rights at the group level. 16 Common Features and Personal Options User Guide . For example. most users are given instance-level access rights to the specific object instances they work with. such as Reports . contact your manager or your CA Clarity PPM administrator. such as the Report .All access right allows you to manage all processes.All.View Output . so that if you are a member of a group. Instance Instance access rights are given by specifying the instance of an object. you will receive whatever access rights your OBS unit or department has been given. Access rights can be assigned by CA Clarity PPM administrators.Access Right Types Access Right Types Access to CA Clarity PPM and its features are managed through access rights. Typically. All means you can perform the action on all instances of that object. the Reports . so that if you are member of an OBS unit or department. OBS Your CA Clarity PPM administrator can grant instance and global access rights at the OBS unit or department level. resource managers. the Process . If you are unsure of your access rights.

can use Studio to make more complex configurations and to create user-designed fields. and Custom Values and Fields As you use the various CA Clarity PPM modules. Many of the out-of-the-box fields. such as your CA Clarity PPM administrator. and pages are those that are displayed right after you have installed CA Clarity PPM. and configure them to best suit your company's needs. fields. No special programming or software knowledge is required. Content in Guides The content in the CA Clarity PPM guides is based on the out-of-the-box versions of CA Clarity PPM. and custom values. However. portlets. Your CA Clarity PPM administrator can make custom values and fields available for selection as configuration options on the appropriate pages. Out-of-the-box. Custom Custom values. pages. or to add or remove fields. typically using Studio. portlets. configure means using the user-interface to change field and column appearance on a page or portlet. Chapter 1: Introduction 17 . pages. If you or your CA Clarity PPM administrator has configured a page or portlet. Out-of-the-box These values and fields are included with CA Clarity PPM. or portlets to a page. portlets. These columns are examples of out-of-the-box values. fields. and portlets. For example. Default. and portlets are user designed. CA Clarity PPM also provides a number of related columns. and pages display for you.Configuration Versus Customization Configuration Versus Customization Many pages and portlets are configurable. such as ACWP (Actual Cost of Work Performed) and EAC (Estimated At Completion). In this context. but others may not appear on pages or portlets until you choose them while configuring the page or portlet. Users with the appropriate access rights and with some programming skills. that you can add to the page. and pages. and before your administrator has made any configurations or customizations. Default Default values. the procedures for that page or feature in the guide may be different. the Project Properties: Baseline page displays the Usage and BCWP (Budgeted Cost of Work Performed) columns by default. out-of-the-box. it is important to understand the distinction between default. fields. The columns on a page tell the application which data to retrieve and/or calculate for display. columns.

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Note: See the Financial Management User Guide for more information. This section contains the following topics: About Departments (see page 19) Create Departments (see page 22) How to Manage General Department Information (see page 23) View a List of Sub-Departments (see page 26) Manage Department Locations (see page 27) Manage Subscribed Services (see page 28) View and Analyze Department Portfolios (see page 30) Manage Department Resources (see page 31) View a List of Department Investments and Services (see page 32) Delete Departments (see page 33) About Departments CA Clarity PPM departments represent units in the organizational structure of your company. services. financials. Investments such as projects. or applications that your department manages. including: ■ ■ ■ Resources. the members of a department. Chapter 2: Working with Departments 19 . ■ Audit trail of changes made to your department. Subscriptions to services or investments managed by other departments whose resources help support your department functions. ■ ■ ■ Portfolio management to build scenarios and analyze your department’s health and alignment. and other department-related information from one central location. Recovery statements to monitor credit received or pending for services your department delivered to other departments. assets. Income statements to monitor and approve charges for delivered services or investments.Chapter 2: Working with Departments With departments. Note: See the Financial Management User Guide for more information. You can centrally manage and have access to a variety of information about your department. you can manage department resources.

Navigate right.View rights. This right also includes the Department . ■ Users must be granted department access rights. Department Access Rights You need the following access rights to work with departments.All Allows the user to edit access rights for all departments.Create Allows the user to create departments.Edit Access Rights Allows users to edit the access rights for a specific department. Type: Global Department . Type: Global 20 Common Features and Personal Options User Guide .All access right. but not the Department Navigate access right. This right does not include the Department .About Departments How to Get Started with Departments The following must be set up before you can work with departments: ■ An entity must exist.Navigate access right or the Department .View . Department .Edit Allows the user to edit and delete specific departments.All Allows the user to edit and delete all departments. Type: Instance Department .Edit Access Rights .Edit .View access right. Type: Instance Department . This access right includes the Department . Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. This access right does not include the Department . This access right includes the Department . Type: Global Department .View access right.Navigate right or the Department .

This right also includes the Department . Type: Global Department . regenerate.Navigate right.Navigate access right.View . and submit invoices for approval of specific departments.Lock.View Allows the user to view only specified departments.Navigate Allows the user to navigate to department pages.All Allows the user to view all departments.View Chargeback Information Allows the user to view invoices and recovery statements of all departments. Type: Instance Department Invoice . This access right does not include the Department . Type: Global Department . Type: Instance Department . Type: Global Department Invoice .View Chargeback Information Allows the user to view invoices and recovery statements of specific departments.Approve and Reject Allows the user to approve or reject invoices of specific departments. The user will need additional access rights to view the list of available departments. Type: Instance Chapter 2: Working with Departments 21 . Type: Instance Department .About Departments Department . Regenerate and Submit for Approval Allows the user to lock.

this field cannot be changed. Entity Defines the entity used to associate an organizational structure and financial defaults with the department. Click New. Limits: 120 characters Department ID Defines the unique department ID. You can change the name after submitting. a corresponding OBS unit is also created based on the selected entity and the parent department. 3. The Create Department page appears. Description Defines the detailed information about the department. 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. Limits: 240 characters 22 Common Features and Personal Options User Guide . Parent Department Indicates if this department is a child (or sub-department). 2. and business relationship manager. Select Departments from the Organization menu. Once the department is created. Enter the following required information: Department Name Defines the name of the department. A list of existing departments appears on the Departments page. and optionally selecting a parent department. To create a department 1. Required only if this department is a child to another department. Only CA Clarity PPM administrators can view OBS hierarchies. associating it with an entity. When you create a department. department manager. Once the department is created.Create Departments Create Departments You can create and initially define a department by naming it. Required when creating a new department.

The Department Properties: Main . 5.How to Manage General Department Information 4. Select Departments from the Organization menu and then click the name of the department you want to edit. department manager. Manage Department General Properties To manage department general properties 1. Edit the following information as needed: Department Name Defines the name of the department. 2. Limits: 120 characters Department ID Defines the ID that uniquely identifies the department. Select a business relationship manager. Chapter 2: Working with Departments 23 . Define Department Budget Properties (see page 25). Read only after submitting the new department. Save or submit to create the department. Delegate invoice approval to sub-departments. Required when creating a new department. Note: Contact your CA Clarity PPM administrator or see the Studio Developer's Guide for more information. ■ ■ ■ Change the department manager. Update Department General Properties (see page 23). You can change the name after submitting. Limit: 20 characters Your CA Clarity PPM administrator can set the ID for autonumbering. Enter or change the following fields as needed. such as department name.General page appears. Required when creating a new department. and business relationship manager. How to Manage General Department Information You can do the following to manage general department information: ■ ■ ■ Create Departments (see page 22).

Read only after submitting the new department. Default: Cleared IT Provider Display only. Required when creating a new department. Specifies whether this department has subscribed to at least one service. Default: Cleared Department Manager Defines the department manager. 24 Common Features and Personal Options User Guide . Delegate Invoice Approval Specifies whether you want to allow sub-departments to approve invoices. Example: The Retail Banking IT department is a parent to the Application Development group. Optionally. You can update the description after submitting. You can select this option only if the parent department has delegated invoice approval to the sub-department. Specifies whether this department manages or owns at least one service.View access right.How to Manage General Department Information Entity Defines the entity that is used to associate an organizational structure and financial defaults with the department. Default: Cleared 3. Description Defines the detailed department description.Edit access right. IT Customer Display only. Submit your changes. this field is populated with the resource ID of the user who created the new department. click the Browse icon to select a parent department. The user selected as the business relationship manager is automatically granted the Department . The user selected as the department manager is automatically granted the Department . By default. Required when creating a new department. Business Relationship Manager Defines the user who is a liaison between this department and other departments. Parent Department Defines the parent department name.

Select Departments from the Organization menu and then click the name of the department you want to edit. The application assumes that the money flows constantly and evenly over this period. If multi-currency is enabled. Planned Benefit Defines the total planned benefit the department will receive. and breakeven information.General page appears. Click Budget from the content menu. The Department: Properties: Main . and benefits for your department. using the cost of capital. 3. Planned Cost Defines the budgeted and forecasted costs.Cost Over Time. You can define budget properties to evaluate metrics such as the investment’s budgeted cost. This value is distributed between the Planned Cost Start and the Planned Cost Finish dates. NPV Displays the net present value (NPV). ROI Displays the Return on Investment (ROI). Planned Benefit Start and Planned Benefit Finish Defines the dates when planned benefit starts and finishes.How to Manage General Department Information Define Department Budgets You can plan for and keep track of budgeted and forecasted costs. select the currency. ROI. Chapter 2: Working with Departments 25 . Planned Breakeven Displays the date when the planned cost will equal the planned benefit. 2. NPV is calculated based on the following formula: NPV = Benefit . NPV. ROI is calculated based on the following formula: NPV/Benefit. To define budget properties 1. The Department: Properties: Main . or you can let the application calculate this for you.Budget page appears. Complete the following fields: Currency Displays the home currency. Planned Cost Start and Planned Cost Finish Defines the dates when the planned cost starts and finishes. You can also set the start and end date over which the budget will be experienced.

The Department: Properties: Main . Click the Sub-department subtab on the Properties tab. View a List of Sub-Departments You can view a list of sub-departments associated with your department. 3. 2. 4. The department hierarchy is established by selecting parent department when creating departments or editing department details. View the list of sub-departments. 26 Common Features and Personal Options User Guide . Select Departments from the Organization menu and then click the name of the department you want to edit. The Department: Properties: Sub-department page appears. To view sub-departments 1. Submit changes.General page appears.View a List of Sub-Departments Calculate NPV Data Indicates that budget dates follow the department dates.

Add Department Locations You can only add locations to a department that are from the same entity. The Department: Properties: Main . Remove Department-Locations Associations You can remove the association between department and location if the following is true for both the department and location: ■ ■ ■ ■ ■ ■ Not referenced in the rate matrix Not used by financially enabled investments No financial transactions exist for the department Not used by financially enabled company Not set as a default system department Not used by a financially enabled resource Chapter 2: Working with Departments 27 .General page appears. Select Departments from the Organization menu and then click the name of the department you want to edit. View Department Locations To view list of department locations 1.Manage Department Locations Manage Department Locations You can view a list of department locations. Add a new department location. Browse or filter department locations. 2. Click Locations subtab on the Properties tab. and add or remove locations from a department. c. 3. Delete a department location from the list. To add department locations 1. b. click Add. On the Department: Properties: Locations page. 3. Click Add to add the location to the list. Do the following: a. The Department: Properties: Locations page appears. The Add Locations page appears. Select the check box next to each location you want to add. A department can have multiple locations. 2. Your administrator can also associate locations with departments.

You can also define subscription properties and key metrics by which to measure the performance of the services to which you are subscribing. and click Delete. Manage Subscribed Services You can view a list of services the department has subscribed to. 2. click Add. When a department subscribes to at least one service. On the Department: Subscriptions page. 3. The selections appear in the subscription list. Remove Subscriptions To remove a subscription 1. 2. The Department: Subscriptions page appears. the department becomes an IT consumer. The Service List page appears. select the check box next to the location you want to remove from the list. On the Department: Properties: Locations page.Manage Subscribed Services To remove a department location from the list 1. Select the check box next to each service to which you want to subscribe. click Yes. The Department: Properties: Main . subscribe to services. View the Subscription List To view the subscription list 1. select the check box next to each subscription you want to remove the list. The location is removed from the list. 2. Browse for or filter available services. Click Remove.General page appears. 28 Common Features and Personal Options User Guide . On the Department: Subscriptions page. Click the Subscriptions tab. Select Departments from the Organization menu and then click the name of the department you want to edit. Subscribe to Services To subscribe to a service 1. and click Add. A confirmation page appears. At the confirmation. and remove subscriptions. 2.

General page appears. click the Properties icon next to a subscription. Note: See the IT Service Management User Guide for more information. The Create Key Metric page appears. 3. and actual value Chapter 2: Working with Departments 29 . 3. On the Department: Subscriptions page. Enter the following information for each key metric: ■ ■ ■ ■ Code Name Target start date. Define Subscription Key metrics To define key metrics for a subscription 1. Enter the values in the property fields as applicable. On the Department: Subscriptions page. The Subscription: Properties: Main . and click New. target finish date and target value Actual start date.General page appears. Select the Key Metrics subtab. Submit your entries.Manage Subscribed Services Define Subscription Properties To define properties for a subscription 1. actual finish date. click the Properties icon next to a subscription. The Subscription: Properties: Main . 2. 2.

2. Investments are included in the customer department portfolios as long as chargeback rules exist to charge that department. The Portfolio: Properties: General page appears. 30 Common Features and Personal Options User Guide . Click the name of the portfolio. If the portfolio type is Provider. Note: See the Portfolio Management User Guide for more information. and evaluate the performance of the department from the Department: Properties page. 3. If the portfolio type is Customer. Customer portfolios allow you to see the costs of shared investments in each related portfolio. Departments that own investments and fund investments can potentially have provider and customer department portfolios. The Department: Properties: Main . Click the Portfolios subtab. To access department portfolios 1. create scenarios. The portfolios for departments that own the investments. all of the investments for which the department is charged are included in the portfolio. ■ Department portfolios can be either Provider or Customer but not both at the same time. You can create one or more portfolios for your department. Note: See the Portfolio Management User Guide for more information. Select Departments from the Organization menu and then click the name of the department whose portfolio you want to analyze.General page appears. The portfolios for departments that fund investments. The Department: Properties page appears displaying the list of portfolios associated with that department. Investments are included in the provider department portfolios as long as they are owners of those investments.View and Analyze Department Portfolios View and Analyze Department Portfolios You can access your department portfolios. Provider Department Portfolios. There are two types of department portfolios: ■ Customer Department Portfolios. all of the investments that the department owns are included in the portfolio.

Manage Department Resources

Manage Department Resources
You can view a list of department member and access resource information, such as capacity and demand. From your department you are better able to manage and plan for a resource’s workload. Resources become members of a department when they are associated with a department OBS. A resource can belong to only one department. Note: See the Resource Management User Guide for more information.

Plan Capacity for Department Resources
To plan for department resource capacity 1. Select Departments from the Organization menu and the name of the department you want to edit. The Department: Properties: Main - General page appears. 2. Click the Resources tab. The Department: Resources page appears. 3. Use the Scenario toolbar to create or access capacity planning and portfolio scenarios. Note: See the Portfolio Management User Guide for more information.

View Aggregate Resource Capacity and Demand
The Department Resource Aggregation portlet shows the aggregated demand versus capacity for the department and all included sub-departments. Demand is comprised of all the work that resources in the department are allocated to do plus all the work that roles are allocated to do that is specified as coming from the department. Capacity is the aggregation of the availability of all resources allocated to the department. To view aggregate resource capacity and demand 1. On the Department: Resources page, view the Department Resource Aggregation portlet: Department Displays the department or any of its sub-departments. Allocation Displays the aggregated full-time employee availability for each time period. Click the arrow icons to view previous or next time periods.

Chapter 2: Working with Departments 31

View a List of Department Investments and Services

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 resource’s 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 role’s properties or allocations.

Note: See the Resource Management User Guide for more information.

View a List of Department Resources
The Department Resource portlet shows a list of all resources who are members of the selected department and optionally subdepartments. To view the list of department resources 1. On the Department: Resources page, view the Department Resource portlet. 2. Browse or filter resources as needed. 3. Select the Show Resources in Subdepartments check box if you want to include resources from subdepartments.

View a List of Department Investments and Services
You can view a list of investments and services that your department owns or manages. From this page, you can access, view, and edit investment or service details. Note: See the Project Management User Guide for more information. Investments and services are tied to a department when they are associated with a department OBS. An investment or service can belong to only one department. Note: See the Portfolio Management User Guide for more information. When your department owns at least one service, the department becomes an IT provider. Note: See the IT Service Management User Guide for more information.

32 Common Features and Personal Options User Guide

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 2: Working with Departments 33

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

View the Organizer

View the Organizer
To view the Organizer 1. Select Organizer from the Personal menu. The Organizer: Action Items page appears. 2. To view another page, click the tab. The contents of the tab appear. For example, to view a list of all the notifications that have been assigned to you, click the Notifications tab.

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.

36 Common Features and Personal Options User Guide

2. From this page. you can do the following: ■ ■ ■ Change the status for an action item and save it. Edit action item properties. Chapter 3: Organizer 37 . Delete the action item. Click Submit to return to the Organizer: Action Items page and view the change of status applied to all action item assignees. Click New. 2. Delete an action item. This section describes how to create a personal action item. Select Organizer from the Personal menu. To view your list of action items and item details 1. Click an action item’s name to view its details.Action Items View Action Items and Item Details You can view a list of your action items and their details and accordingly take actions on them. 3. To create a new personal action item 1. Project-related action items are those that you create from within a project. Create a new action item. Remove assignees. Select a status for all assignees and click Apply. The Action Item Details page for that action item appears. The Action Item Properties: Create page appears. You can take the following actions for this action item: ■ Set status for all assignees. The Organizer: Action Items page appears. complete the following fields: Subject Defines the name for this action item. Personal action items are those that you create from the Organizer. In the General section. The Organizer: Action Items page appears. ■ ■ ■ Create Action Items You can create both personal and project-related action items. Select Organizer from the Personal menu. 3.

Send Reminder Indicates if a reminder email notification is sent to the assigned resource (or resources) when the action item is due. Units Specifies the time period during which the action item will reoccur. clear this check box. to the Overview: General page. 4. complete the following fields: Notify Assignees Indicates if a notification is sent (via email message. Medium. Values: Low. select the hour and minute the action item is due. Recurring Indicates if the action item to occur at regular intervals. Months. For example. enter 15 in this field. In the Notify section.Action Items Description Defines the description of the action item. or High Due Date Defines the date the action item is due for completion. and Years Until Indicate the last date on which you want the action item to reoccur. For example. defines the amount of time before the item is due that you want the reminder to occur. enter 1 in the Frequency field if you need to create a status report each week. 38 Common Features and Personal Options User Guide . Values: Days. If the action item is to occur only once. Time Before Reminder If the Send Reminder check box is selected. If desired. Priority Specifies the priority level of the action item. and select Minutes in the Units field. Frequency Specifies how often the action item to reoccur. or via SMS) to the assigned resource. Weeks.

Action Items Units If the Send Reminder check box is selected. specifies the time unit you want to use for the reminder. and assignee properties from the Action Item Properties page. notification. select the All Occurrences of this action item field at the bottom of the page. From this page. Click Submit. In the Assignees section. Select the assignee that you want to remove and click Remove. You can change any of the fields on this page including adding and removing assignees. 4. The Organizer: Action Items page appears. 6. To modify an action item 1. Set the action item status for an individual assignee. The fields on this page are read-only versions of those that appear on the Action Item Properties: Create page. The Action Item Details page appears. Click the Select menu for all assignees and select a status that you want to apply to all assignees. Set action item status for all assignees. Chapter 3: Organizer 39 . Delete the action item. 5. click the Browse icon to select the resources to whom you want to assign the action item. click Save. Modify Action Items You can modify an action item’s general. To apply your modifications to all occurrences of this action item. Click Edit. Then. 2. Click Submit. Click the action item name that you want to modify. Remove one or more assignees from the action item. Click the Status menu for an individual assignee and select a status that you want to apply to only that assignee. ■ ■ 3. 5. you can do the following: ■ ■ ■ Remove assignees from the action item. Note that you cannot modify the details of action items created by and assigned to you by other resources except to update your status on those action items. The Action Item Properties page appears. Select Organizer from the Personal menu.

you assign it to resources who will access the item. Click Submit. Use the Action Item Properties page to add and remove action item assignees. To add or remove an assignee 1. 3. Click Submit to save your changes and return the Organizer: Action Items page. 2. The assignee’s name is removed from the Action Item Details page. The Action Item Properties page appears. Select the assignee you want to remove and click the Remove icon. do one of the following: ■ Click the Browse icon to browse and add assignees. The Action Item Details page appears. 4. The names of the newly assigned resources appear in the Assign To list field on the Action Item Properties page. ■ 5. 40 Common Features and Personal Options User Guide . In the Assign To list field. The Select Resources window closes. Select Organizer from the Personal menu. Click an action item name.Action Items Add and Remove Action Item Assignees When you create an action item. You can also select an assignee directly from the Action Item Details page and click Remove. Select the names of the desired resource(s) and click Add. The Select Resources window opens. You can also add or remove assignees from an existing action item. Click Edit. The Organizer: Action Items page appears.

you can modify and delete it. Click Delete at the bottom of the page. 4. click the action item’s name. Click Delete.Action Items Delete Action Items When you create an action item. The Organizer: Action Items page appears displaying the action item as deleted. Chapter 3: Organizer 41 . To delete an individual action item 1. Select Organizer from the Personal menu. Select each action item you want to delete. The Action Items Details page appears. 3. The Delete Confirmation page appears. you become the action item’s owner. The Delete Confirmation page appears. Confirm the prompt by clicking Yes. Use the Organizer: Action Items page or the Action Item Details page to delete action items. The action item is deleted. 3. 2. 2. As the owner. From the Organizer: Action Items page. Confirm the prompt by clicking Yes. The Organizer: Action Items page appears. To delete multiple action items 1.

Personal page appears and a task entry will appear on your task list for each assigned task. Finish Displays the start and finish date of the assigned task. You can also use this page to view a project’s work breakdown structure. Pending Actuals appear after the resource submits time against the tasks. services. and then click the Tasks tab.Tasks Tasks Use the Organizer: Tasks . Started. such as applications. Completed. To view your list of personal and assigned tasks Select Organizer from the Personal menu.Personal page to view all personal tasks that you created and those others assigned to you. Actuals Displays the number of hours posted to the resource’s timesheet. Pending Actuals Displays the number of hours entered on the resource’s timesheet that are waiting to be posted. and view and to modify task details. The following columns appear on the task list: Task Displays the name of the task. Your access rights to the investment will determine the fields you can edit. Automatically changes the status to "Started" when time was posted against the task. 42 Common Features and Personal Options User Guide . You cannot be assigned tasks on other investments. Actuals will appear after the Post Timesheets job is run. No time has been posted against the task. Click this link to view and edit task details. Values: – – – Not Started. The Organizer: Tasks . or ideas. Start. Automatically changes the status to "Completed" when the task ETC has zero hours and the task status is updated to "Completed". Status Displays the state of the task. ETC Displays the estimated hours to complete the task.

View Calendar Events You can view all of your scheduled calendar events on the Organizer: Calendar pages. To view a list of all events along with date and time of event. duration. from the Organizer: Calendar page’s toolbar. The Organizer: Calendar Day View . A calendar event can include one or more participants. such as meetings or appointments. Chapter 3: Organizer 43 . and other information.Personal page appears by default.Calendar Events Calendar Events Calendar events are milestones. The Organizer: Calendar page lists all of the calendar events to which you have been invited or you have created. To access your calendar Select Organizer from the Personal menu. You can also access the Organizer: Calendar page from other organizer pages by selecting the Calendar tab. and click the Calendar tab. that are scheduled for a specific time and location. click the Events link.

and then clicking New. Recurring Indicates if you want the event to reoccur. Duration Indicates the event’s duration.Personal page. complete the following fields: Subject Defines the name for the event. week. Select Organizer from the Personal menu. 2. Description Defines the description of the event. You can complete just the required fields and then return to complete the remaining fields as you have the information available. To create a new calendar event 1. The Event Properties page appears. complete the following fields: Date Specifies the date on which the event is to occur. Click the Calendar tab. The Organizer: Calendar Day View . You can access the Event Properties page by clicking Events from the Organizer: Calendar Day View . 5. Click the + (plus sign) next to the hour on which the event will occur.Personal page appears. 44 Common Features and Personal Options User Guide . 3. The Organizer: Action Items page appears. 4. In the When section of the page. Use the Event Properties page to define your new calendar event.Calendar Events Create Calendar Events You can create calendar events from any calendar view—day. Location Defines the location for the event. or month from the Organizer: Calendar Events page. Start Time Specifies the time at which the event is to start. In the General section of the page.

To select participants for the event. do the following: a. 6. In the Notify section. then click Add. enter the names in the Quick Add field. c. Reminder time before event Specifies when the reminder is sent. The event displays on your calendar on the event date. The Event Properties page appears. The Browse Resources page appears. days. or weeks 9. 8. ■ 7. Send Reminder Indicates if a reminder is sent to invitees about the event. click Check Availability. hours. b. The final invited project participants or groups display in the participants list. To check the availability of the selected participants. Click Submit.Personal page appears. Select the participants you want to invite to the event and then. Months. Values: minutes. or if you know the name of the group. The Organizer: Calendar Day View . Weeks. and Years Until Specifies the last date on which the event will reoccur. In the Participants section. To view the list of project participants or groups available for the event. The Check Availability page appears. complete the following fields to notify participants of the event : Notify Participants Indicates if an email notification is sent to invitees. Chapter 3: Organizer 45 . in the Participants section. select the required participants and click Add next to the Quick Add field. Use commas to separate each name. Click Add below the Quick Add field.Calendar Events Recur Every Specifies the time period in which the event will reoccur. click Add. Values: Days. and is listed on the Organizer: Calendar Events page. do one of the following: ■ If you know the user name for each project participant you want to invite.

Select the participant you want to remove and click Remove. 3.Personal page appears. Click the Calendar tab. click Events. participant. The Organizer: Action Items page appears. Modify the event’s general. Remove Participants from Calendar Events Use the Event Properties page to remove a participant from a calendar event. The Organizer: Calendar Day View . The Event Properties page appears. The Organizer: Calendar Events page appears. 2. Click the subject of the event that you want to modify. Select Organizer from the Personal menu.Calendar Events Modify Calendar Events Use the Event Properties page to modify an existing calendar event. 4. 5. From the toolbar. or notification attributes as desired. time. 46 Common Features and Personal Options User Guide . To modify a calendar event 1.

Calendar Events

Delete Calendar Events
Use the Event Properties page to delete an existing calendar event. To delete a calendar event 1. Select Organizer from the Personal menu. The Organizer: Action Items page appears. 2. Click the Calendar tab. The Organizer: Calendar Day View - Personal page appears. 3. On the toolbar, click Events. The Organizer: Calendar Events page appears. 4. Click the subject of the event that you want to delete. The Event Properties page appears. 5. Click Delete. A confirmation page appears. 6. Click Yes. The event is removed from the Organizer: Calendar Events page.

Change the Calendar View
Use the Organizer: Calendar Day View - Personal page to view the calendar. By default calendar view is the day view. This view displays each hour of the day, listing each event in the allotted time period it is taking place or due. To change the calendar to the week or month view 1. Select Organizer from the Personal menu. The Organizer: Action Items page appears by default. 2. Click the Calendar tab. The Organizer: Calendar Day View - Personal page appears. 3. Click Week or Month from the page toolbar. The page refreshes to display one of the following selected views: Day Displays calendar events for a specific day. Week Displays calendar events for a given week.

Chapter 3: Organizer 47

Processes

Month Displays calendar events for a given month.

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 started—either via a manual action or automated trigger—a 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.

Note: See the Administration Guide for more information.

48 Common Features and Personal Options User Guide

Processes

View Initiated or Available Processes
You can filter and view a list of initiated or available process. From these lists, you can do the following: ■ ■ For initiated processes, view status, or click a process link to view the step details. For available processes, start processes, or click a process link to edit its definition. You can also create new 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.

50 Common Features and Personal Options User Guide

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.

6. Click Save and Exit.

Chapter 3: Organizer 51

Processes

View and Correct Process Run-time Errors
Use the Process Instance: Messages page to view process run-time errors. This page displays a current list of all unresolved run-time errors and warnings for the process instance in ascending order by step name. Once the process resumes, those run-time errors and warnings that you have resolved no longer display in the list. To view and correct run-time errors 1. Select Organizer from the Personal menu. The Organizer: Action Items page appears. 2. Click the Processes tab. The Organizer: Available Processes page appears. 3. Next to the process instance containing a run-time error, click the Error icon. The Processes Instance: Messages page appears. 4. Resolve the error specified in the message. Then, back on the Process Instance: Messages page, select the step and click Retry. The step is executed again. 5. To skip the step associated with a run-time error or warning, select the step and click Skip Problem. The step associated with the run-time error is skipped and the next step in the process is executed. When you choose to skip a step with a run-time error, you may get unexpected results. For example, the process may take another path and not complete as you expected, or the process may not be able to continue as the next step in the process needs this step to complete as a pre-condition. Best Practices: Do not skip a step defined with a manual action. To delete the run-time error or warning 1. Select the step associated with the error or warning and click Delete. 2. Click Back to return to the Organizer: Initiated Processes page.

52 Common Features and Personal Options User Guide

Note: See the Administration Guide for more information. To delete a process instance that is not currently running 1. The Organizer: Initiated Processes page appears. The Organizer: Action Items page appears. The Confirm Process Instance Delete page appears. Select Organizer from the Personal menu. you can delete processes. Your CA Clarity PPM administrator can delete global processes. Click the Processes tab. Click Yes. 4. Select the process instance that you want to delete and click Delete. However. Delete Processes With the appropriate access rights. 3. Chapter 3: Organizer 53 . The Organizer: Available Processes page appears. 2. 5. you can stop it from the step currently in progress by canceling the process instance. you cannot do this from the Organizer.Processes Delete Processes and Process Instances You cannot delete process instances that are currently in ―Running‖ status. Click the Initiated subtab. If the process instance is running.

Processes Cancel Process Instances You can only cancel active and incomplete processes. 2. Click the Initiated subtab. 3. 54 Common Features and Personal Options User Guide . The Organizer: Action Items page appears. The Confirm Instances Abort page appears. The Organizer: Available Processes page appears. Click the Processes tab. When you cancel a process instance. the process instance stops at the step that is currently in progress. The Organizer: Initiated Processes page appears. 4. Select the process instance you want to cancel and click Cancel Process. The process instance is cancelled. Click Yes. To cancel a process instance 1. You cannot reinstate a canceled process. 5. Canceled process instances remain in CA Clarity PPM for reference purposes. Select Organizer from the Personal menu.

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 Chapter 3: Organizer 55 . The Organizer: Notifications page lists all of the alert notifications according to the notification's functional area. sender’s last name. message content. The method in which you receive notifications depends on the notification method you specify on the Account Settings: Notifications page. To receive alert notifications in the Notifications portlet and on the Organizer: Notifications page. date sent. and/or SMS. emails. email. you must have selected the Alert check box for each functional area to which you want to receive alert notifications. For example. You receive alert notifications in your Organizer on the Organizer: Notifications page and in the Notifications portlet on the Overview: General page.Notifications Notifications Notifications can be alerts. or SMS messages that you receive notifying you of new activities or changes in CA Clarity PPM. you can choose to receive process notifications via an alert. or sender’s first name.

Click Organizer from the Personal menu. such as clicking a link to the timesheet or event. To view a notification's details 1. The Organizer: Notifications page appears. Delete Notifications You can delete notifications that you no longer need. The Organizer: Notifications page appears. 3. Select each notification you want to delete and click Delete. The notification is deleted. The Organizer: Action Items page appears. The alerts that display are those action items to which you have been assigned. Click Yes. For example. The link or links that display in the Message column are dependent on the notification template's configuration settings. You can also use this page to sort your alert notifications. You can access alert notification details from the Message column for an alert item. calendar events to which you have been invited. Click the Notifications tab. Select the Notifications tab.Notifications View Notifications and Details You can view your personal alert notifications on the Organizer: Notifications page. Click the Properties icon. 4. The Organizer: Action Items page appears by default. To delete a notification 1. 2. Select Organizer from the Personal menu. then clicking the Properties icon opens the Action Item Details page. 3. 56 Common Features and Personal Options User Guide . or timesheets that are overdue. Do the following to view details: ■ ■ Click the link in Message column. Alert notifications display details on the properties page. if you receive an alert that you have been assigned to an action item. The Delete Confirmation page appears. 2.

the Overview: General page appears as the home page. To view the Overview page from any CA Clarity PPM page Click Overview from the Personal menu. Note: See the PMO Accelerator Product Guide for more information. You can use these tabs to perform most of the actions as described in this section. additional tabs appear on this page. If your CA Clarity PPM administrator has installed the PMO Accelerator add-in. action items. and also serve as a customizable work area. and notifications.Chapter 4: Your Overview Page Organizer pages provide a common work area for you to access and manage all your action items and tasks. The content that appears on the Overview: General page is customizable. you can see an overview of your tasks. Chapter 4: Your Overview Page 57 . From these pages. and also additional content and layout based on your changing needs and preferences This section contains the following topics: View the Overview Page (see page 57) How to Personalize the Overview Page (see page 58) Overview Page Tabs (see page 63) Overview Page Contents (see page 66) View the Overview Page When you first log in to CA Clarity PPM. What you see on this page is what you have selected to display and where you see them is the location where you selected to display them on the page.

You can do the following: Change the page content by: ■ ■ ■ ■ Changing the title of portlets (see page 59) Adding portlets (see page 60) Adding and mapping filter portlets (see page 61) Removing portlets (see page 62) 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. 58 Common Features and Personal Options User Guide . The Personalize: Content page appears. To change page layout. 3. Use the personalize pages to change the appearance of your Overview: General page. click the Layout link. The Overview: General page appears. To view page properties. click the Page Properties link. Click Overview from the Personal menu. At the top right of the Overview: General page. from which you can add and remove portlets and change portlet names. 4. Access Personalize Pages To access the Personalize pages 1. the page’s properties cannot be personalized. 2. click the [Personalize] link.How to Personalize the Overview Page How to Personalize the Overview Page You can create your customized work space by personalizing the contents of the Overview: General page.

Click the Translate icon to translate the title into a different language such as German. Complete the following fields: Title Defines the new title for the portlet. Description Defines the description of the portlet.How to Personalize the Overview Page Change the Title of a Portlet You can change a portlet’s title to something more meaningful to you. The Personalize: Page Content page appears. Click Overview from the Personal menu. 3. 5. French. 2. Click Submit and then click Exit to return to the Overview: General page and view the new title. From the top right of the Overview: General page. or Japanese. 4. click the [Personalize] link. Chapter 4: Your Overview Page 59 . To change a portlet’s title 1. The Content Title page appears. The Overview: General page appears. Click the title of the portlet you want to change.

click Close. 2. For example. if you have access to Ideas. Depending on your access rights. click Exit to return to the Overview: General page. Click the page links at the top or bottom of the window to navigate to additional contents. return to the Personalize: Content page and click Continue. To add a portlet 1. When you are done. Open the Overview: General page. Do one of the following: ■ ■ Click Add to add the selected portlets.How to Personalize the Overview Page Add Portlets to Your Overview Page With the required access rights. 6. Click the [Personalize] link at the top of the page. then you can add an Ideas portlet to the Overview: General page. Select the portlets you want to add. Click Add and Select More to add the selected portlet and continue adding more portlets. 60 Common Features and Personal Options User Guide . To move the portlets around the page. 4. 3. Click Add. The Select Content window opens. From the Personalize: Content page. 5. you can add a portlet to the Overview: General page. The Personalize: Content page appears. 7. the Select Content window displays a list of portlets.

The Personalize: Content page appears. click Personalize. Chapter 4: Your Overview Page 61 . Make the following adjustments. 3. The first filter published to the page is the page filter default unless a selection indicates otherwise. 4. From any overview page. 2. The Select Content page appears. you can add a filter portlet that coordinates filtering operations between portlets to any tab that appears on the Overview: General page. Select the check box next to the filter portlet you want to add to the page and click Add. Click Add. (Optional) Select the Default option for the desired page filter default.How to Personalize the Overview Page Manage Filter Portlets on Your Overview Page Add Filter Portlets With the required access rights. The Personalize: Page Filters page appears. Click Page Filters in the content menu. The Personalize: Filter Content page appears showing the filter portlet name in the list. 5. Your CA Clarity PPM administrator can create new filter portlets are using Studio. ■ ■ (Optional) Select the Persist check box if you want the portlet filter values to persist across pages that use the same filter portlet. You can add multiple filter portlets to a page. To add a filter portlet 1.

select the portlet you want to remove. If a filter portlet does not have at least one field mapped. on the Personalize: Filter Content page. From the Personalize: Content page. Click Submit. To map a filter portlet field 1. the field does not display in the filter portlet. 3. If a portlet filter field is not mapped to at least one portlet attribute on the page. This removes the portlet’s name from the Content page and from the Overview: General page. for each entry. Click Remove. The values that appear in the drop-down are filtered based on the data type of the filter portlet field being mapped. 2. 2. the filter portlet does not display on the page. To view this page. 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 desired. the filter portlet field and the portlet attribute must have the same lookup ID. You can map multiple portlets and only enter filter criteria for the portlets once in the filter portlet fields instead of entering the filter values separately in each portlet. Remove Portlets from Your Overview Page To remove a portlet 1. click the Filter Mappings icon next to the filter portlet name for which you want to map fields. ■ ■ ■ If you are mapping lookup attributes. If you select the check box for multiple attributes in a portlet. 62 Common Features and Personal Options User Guide . This page shows the filter portlet fields listed under each portlet on the page and allows you to enter a value in a filter portlet field and use it in a corresponding portlet field as filter criteria. a blank corresponding filter portlet field for any of the attributes will cause the portlet not to appear. you can follow the steps for adding portlets and return the portlet to both the Content page and Overview: General page. select the portlet attribute that you want to map to the filter portlet field.How to Personalize the Overview Page Map Filter Portlet Fields Use the Page: Filter Content Mappings page to map corresponding portlet fields. In the Mapping Field drop-down.

New tabs that you add appear next to the last tab on the page. where you can view the changes. This restores all of the content and layout defaults and takes you to the Overview: General page. you can view and edit the details of existing tabs and portlets from this page. Overview Page Tabs You can create your personalized work space by managing the tabs that appear on the Overview: General page and the portlets appear on each tab. your Overview: General page contains only the General tab. In addition. Use the Manage Tabs page to add new tabs and select the portlets for these tabs. a number of additional tabs display on the page. To restore the Overview General Page From the Personalize: Content page. If you are using the default version of CA Clarity PPM.Overview Page Tabs Restore Overview Page Defaults Use the Restore Defaults option to return both the content and the layout of the Overview: General page to its default settings. click Restore Defaults. Chapter 4: Your Overview Page 63 . Note: See the PMO Accelerator Product Guide for more information. If you have the PMO Accelerator add-in installed.

where you will see the portlets listed on the page. The Manage Tabs page appears. The new tab and its contents appear. 2. The Overview: General page appears.Overview Page Tabs Add New Tabs and Portlets To add a new tab and portlets 1. Enter a tab name and description. Click the Manage My Tabs link. Click Add. The Personalize: Page Properties page appears. 4. Click Overview from the Personal menu. The Manage Tabs page appears. The Select Content window appears. 8. Click Save and Exit. use the Manage My Tabs link to return to the Personalize: Layout page to change column proportions and move the portlets to a different column. The Personalize: Content page appears where you can add portlets for this tab. 5. 7. 6. 64 Common Features and Personal Options User Guide . Select the portlets you want to appear on the new tab and click Add. If needed. Click New. Click Save and Continue to save your changes. 9. 3. The Personalize: Content page appears. Click Overview from the Personal menu.

3. The Overview: General page appears. Click Reorder. To remove a tab 1. Select the tab you want to move and click the Move Up or Move Down arrow as needed to change the order. Click the Manage My Tabs link. 4. The application automatically adds your personal tabs next to the last default or installed tab. This removes the tab from the Manage Tabs page and from your Overview: General page. Click Delete. 3. You cannot remove the General tab or the tabs installed with the PMO Accelerator. Click Overview from the Personal menu. 5. When you have completed your changes. Note: This button only appears when you have added at least two personal tabs. 4. Reorder Tabs You cannot change the order of the default or installed tabs.Overview Page Tabs Remove a Tab You can remove the tabs that you create. Click the Manage My Tabs link. The Reorder Tabs page appears listing the tabs that you created in the Tabs menu. The Manage Tabs page appears. 2. The order of the tabs has changed on the Manage Tabs page and on the Overview: General page. However. The Overview: General page appears. Chapter 4: Your Overview Page 65 . To reorder your personal tabs 1. The Manage Tabs page appears. click Submit. Click Overview from the Personal menu. the application allows you to change the order of those tabs. once you have added at least two personal tabs. 2. Select the tab you want to delete.

and layout information for all of the tabs that appear on the Manage Tabs page. Click the Content and Layout links to view tab details as needed. Click the Manage My Tabs link. portlet.Overview Page Contents View Tab Details You can view the property. The Manage Tabs page appears. 2. Click Overview from the Personal menu. To view tab details 1. Overview Page Contents The following portlets are available out-of-the-box from the Overview: General page: ■ ■ ■ ■ ■ ■ ■ ■ Action Items My Projects Events Favorite Links Notifications Event Invitations Favorite Photo Site Links Depending on your column layout (three-column or two-column). you must have selected the Alert check box for each functional area (notification category) for which you want to receive alerts. 66 Common Features and Personal Options User Guide . you may see all or only some of these portlets. Note: To receive alert notifications in the portlets on this page. 4. 3. You can change your default work area by adding or remove contents as available and according to your needs. The Overview: General page appears. The Personalize: Page Properties page appears for that tab. Click the name of the tab whose details you want to view.

you can view their details and decline them. Add and Remove Projects to the My Projects portlet Use the Project Properties: Main . even after you have accepted them. Use the Events portlet to see at a glance the date. Chapter 4: Your Overview Page 67 . it is also listed in the Events portlet. you can access the following collaboration tools for each project from this portlet: ■ ■ ■ Click the project’s Document Manager icon to go to the Project Document Manager page for that project. click the project’s name. you can view event details. Events Portlet The Events portlet displays a list of events which you created and which you have accepted to attend. View Event Details Though you cannot edit events you did not create. Declined events do not appear in this portlet. In addition. and duration of the events to which you have accepted. and create events from the Organizer: Calendar Events page. If you decide to accept the event.Overview Page Contents 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. edit. Note: See the Project Management User Guide for more information. Click the project’s Calendar icon to go to the Project Collaboration: Day View page for that project Click the project’s Discussions icon to go to the Project Collaboration: Topics page for that project View and Edit Projects from the My Projects portlet To view and edit a project. and create new ones. click the name of the event you want to open. Use this portlet to quickly access projects for viewing and editing. and to create new projects. In addition. New events to which you are invited are only listed on the Organizer: Calendar Events page. edit the events you created. and you can invite multiple resources to attend.General page to add or remove projects to the My Projects portlet. An event can be a meeting or a special occasion. You can also view. time. To view the event details from the Events portlet.

Click Yes and then click Back. Click New. 2. The Overview: General page appears. The Overview: General page appears. where the name of the link you created displays on the page. 2. The Confirm Links Delete page appears. select the link you want to delete. Click Back. 4. 3. To delete a favorite link 1. The Links page appears. Event Invitations Portlet The Event Invitations portlet allows you to see at a glance how many new invitations have been sent to you. The Link Properties page appears. Open the Overview: General page and click the Configure icon in the Favorite Links section. To add a favorite link 1. where you will see that the link has been deleted. You can also view your alerts in your Organizer on the Organizer: Notifications page. This portlet displays the number of notifications you have received by category.Overview Page Contents Favorite Links Portlet The Favorite Links portlet displays a list of your favorite or often-used Web site links. Enter a link name and the URL. The Links page appears. From the Links page. where you will see the link in the Favorite Links portlet. 68 Common Features and Personal Options User Guide . You can add and delete the links that display in the list. Notifications Portlet You can view your alert notifications listed in the Notifications portlet of your Overview: General page. and click Delete. and how many existing ones have changed. and click Submit.

Click the Browse icon to select a folder and file from your desktop or a network location. 3. The Favorite Photo page appears. 2. click the Configure icon. The Favorite Photo page appears. click the link you want to view. Open the Overview: General page. To view a site link. This portlet is maintained by your administrator. but you cannot add or remove links. The photo or image file is attached and displays in the portlet. This opens the web site in a separate window. 2. Clear the File Name field and click Submit. and in the Favorite Photo portlet. To remove a favorite photo 1. To add a favorite photo 1.Overview Page Contents Favorite Photos Portlet You can add and remove the photos or other type of images that display in the Favorite Photo portlet on your Overview: General page. Open the Overview: General page. and click Submit. In the Favorite Photo portlet. You can view and go to the web sites listed in the portlet. Chapter 4: Your Overview Page 69 . Site Links Portlet The Site Links portlet contains links to relevant web sites. The photo disappears. The photos you add are sized approximately 2" by 2". click the Configure icon.

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such as a resume or an application form. There are some key differences in the two repositories’ access rights. and edit both documents and folders. With the appropriate permissions. Chapter 5: Documents and Folders 71 .Chapter 5: Documents and Folders You can access and manage your documents from two repositories: ■ ■ The Knowledge Store The Document Manager This section contains the following topics: Document Repository Overview (see page 71) Folders (see page 74) How to Manage Documents (see page 81) Document Repository Overview The Knowledge Store and the Document Manager are maintained by your administrator. You can use the Document Manager to do the following: ■ ■ ■ To build a repository for project-related forms and documents To build a repository for program-related forms and documents To attach documents. These repositories contain documents on policies or procedures that pertain to a large number of people. to a resource’s profile Though most users can access these repositories. their access to the folders and documents within it vary. You can use the Knowledge Store for saving and accessing your generic documents. add documents to them. users can create new folders.

Access to folders and documents are granted on a case-by-case basis. Users with the Knowledge Store . The following table describes the permissions you need to take action in the Knowledge Store or Document Manager: 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.Administrate Allows you to access all of the folders and documents in the Knowledge Store. Knowledge Store Permissions Knowledge Store access rights are granted by your CA Clarity PPM administrator. and move documents 72 Common Features and Personal Options User Guide . Allows you to delete the folders you created. you must identify the resources who can access the folder or document.Access Allows you to create. and the documents you added. edit. Only users with the Knowledge Store .Access access right and with the appropriate permissions can add subfolders and documents to those folders. When you create or administer a folder or document.View All Allows you to view all documents in the Knowledge Store.Document Repository Overview Knowledge Store Access Rights Access to the Knowledge Store and to its folders and documents are provided at the following levels: ■ ■ Access rights at the Knowledge Store level Permissions at the folder and document levels The following rights to access may be required to manage or view content in the Knowledge Store: Knowledge Store . or read/write/delete on the folder or document. Knowledge Store .Administrate access right can create folders at the very top-level of the Knowledge Store folder tree. read. copy. and view documents and folders in the Knowledge Store to which you have access. read/write. and give them permission to read. Knowledge Store . The permission level determines the actions resources can take on a folder or document.

the program manager. Click Knowledge Store from the Organization menu. This expands the folder tree so you can see the subfolders and documents beneath it. Chapter 5: Documents and Folders 73 . See your CA Clarity PPM administrator for access. The other permissions to Document Manager are granted by the project manager. 2. the resource manager. you do not have access to the Knowledge Store. View the Knowledge Store You can view the folders to which you have access using the Knowledge Store page. Click the folder’s name. or CA Clarity PPM administrator. Note: If you do not see the Knowledge Store link. The Knowledge Store page appears. plus you can move and delete documents and folders. All Document Manager participants are automatically given the Read permission. To view the documents in a folder 1.Document Repository Overview 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.

and choose New Folder from the Top folder’s Actions menu. click the Top link on the left side of page to get to the top-most level. When you create a top-level folder. or resource. from the Knowledge Store page or from a Document Manager page. Only users with Knowledge Store . The Programs list page appears. the action does not appear in the Actions menu for that folder. you select the resources whom you want to have access to this folder. The Projects list page appears. Create Folders A folder can stand-alone and contain documents. To view the list of actions you can take with a folder. do one of the following from the main menu: ■ Select Projects from the Portfolio Management menu. Note: See the Resource Management User Guide for more information.Administrate access can create folders at the very top of the folder tree. ■ Folders Folders can stand-alone and contain documents. Click the name of the resource for which you would like to view documents. For example.General page appears. Click the project’s Document Manager icon. The Project Document Manager page appears for that program. to create a top-level folder. or it can house subfolders with documents. click the Actions menu for a folder. Click the program’s Document Manager icon. ■ Select Resources from the Resource Management menu. The Resource List page appears. Make sure you are at the correct level where you want to create the folder. If you do not have the appropriate access for a particular action. The Resource Properties: Main . Note: See the Project Management User Guide for more information. The Project Document Manager page appears for that project Select Programs from the Portfolio Management menu. program. The actions that display are determined by your access rights and permissions. Both top-level folders and subfolders can contain documents. or a folder can serve as a top-level folder that contains subfolders. 74 Common Features and Personal Options User Guide . Select the Document Manager tab to access the Resource Document Manager page.Folders Access the Document Manager To access documents in the Document Manager related to a specific project.

Create Subfolders You can create multiple subfolders for a top-level folder. 2. To create a folder 1.Folders If you are adding a folder from a project. The Knowledge Store page appears. The Documents: Add Folder page appears. Chapter 5: Documents and Folders 75 . and subfolders for a subfolder. Click Submit. or resource document page. The Knowledge Store page appears. You to grant them access to any of its subfolders as a group. You can also remove an existing resource. These resources are called participants. Select Knowledge Store from the Organization menu. Resources are automatically grouped as participants. where the folder you created is displayed in the list. From this page you can specify the folder name. You can select individual resources from the existing participant group and give access to additional users as well. the default owner. and the resources who can access this folder. Complete the following fields: Folder Name Defines the folder’s unique name. Access Defines the resources who have access to this folder. choosing New Folder from the Actions menu takes you to the Documents: Add Folder page. 3. Choose New Folder from the folder’s Actions menu. the application automatically gives read/write access to that subfolder to those resources you selected at the top-level. When you create a subfolder. Click the Browse icon to select additional resources from a list of resources to which you have access. Allow Non-participants to Access Folder Indicates if you want non-participants to have access to this folder. program. 4.

At each field.Folders Add Documents to Folders The Add Documents page allows you to add up to five files to a folder at a time. Category Defines the document’s category. Choose Add Documents from the folder’s Actions menu. Date Created Defines the document’s creation date. Select Knowledge Store from the Organization menu. Allow Non-Participants to Access Documents Indicates non-participants can access this folder. Default: All Participants selected. Rejected. For example. Indicates that individual resources are from the existing participant group. If you are adding files from a page in the Document Manager. 76 Common Features and Personal Options User Guide . The Knowledge Store page appears. Access Indicates the type of access for this folder Values – – All Participants. The Add Documents page appears. 3. To add a document to a folder 1. Indicates that you want to grant read/write access to this folder to all participants in the group. Limits: Five files at a time Status Indicate whether the documents are Approved. This can be an actual creation date or the date you add the file to the folder. choosing Add Documents from a folder’s Actions menu opens the Documents: Add Multiple Documents page. 2. Select Participants. or Submitted. Change the following fields as needed: Select Files Specifies the files are adding to the folder. click the Browse icon to attach a file. choose "Proposal" from the drop-down if the document is a proposal.

Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. the file structure is not maintained in the saved zip file. Comments Specifies any comments about the files. Important! The document download setting must be enabled before you can download files. When you download files from a folder. The Knowledge Store page appears. including those files that have changed since you last downloaded them and those that you have not yet downloaded. Download Files from Folders Use the Download All or the Incremental Download option to download files from a selected folder to a local zip file. You can choose where to download the file. Chapter 5: Documents and Folders 77 . Click Add.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. where the files you added are displayed beneath the selected folder. You can choose to download: ■ ■ All the files and subfolders in a selected folder. Description Defines the description of the files. 4. The zip file name is the name of the folder by default. you do not have the required permissions to perform the action. If these options are not available on the Actions menu. or A subset of files from the selected folder.

Select Knowledge Store from the Organization menu. The Knowledge Store page appears. The Save As dialog box opens. 4. The File Download window opens. 4. To download a subset of files from a selected folder 1. you can download one file at a time. 78 Common Features and Personal Options User Guide . 2. If the size for all selected files exceeds the amount set by your administrator as the maximum file size for document download. Click Save to save the zip file to a location on your computer. The Knowledge Store page appears. If the size for the file subset exceeds the maximum file size set by your administrator for document download. Choose the location. 2. The zip file is saved to the location specified on your computer. This zip file will include only those files that have changed since you last downloaded them and those that you have not yet downloaded. The zip file is saved to the specified location on your computer. and click Save. To download all the files from a selected folder 1. The file structure is not maintained in the saved zip file. The Save As dialog box opens. Choose Download All from the folder’s Actions menu. including those in subfolders. Select Knowledge Store from the Organization menu. The File Download window opens. Click Save to save the zip file to a location on your computer. 3. and click Save. Choose the location. you must choose to do download a subset of files from the selected folder. Download Files Incrementally Use the following procedure if you want to download a subset of files from a selected folder. 3.Folders Download All Files Use the following procedure if you want to download all the files you have selected. Choose Incremental Download from the folder’s Actions menu.

The new owner can edit the folder and add documents and subfolders to it. and choose Properties from the folder’s Actions menu. Access Defines the level of folder access. Indicates if read/write access is given to the participant group created when the top-level folder for this subfolder is created. Click the Browse icon to select the participants. The fields that display on this page are the same fields that displayed when you first created the folder. on the Create Folder page. Select Participants. If you edit folder properties from a Document Manager page. Chapter 5: Documents and Folders 79 . Click the Browse icon to select a different owner. Indicates if individual resources are selected from the existing participant group. Options: ■ ■ All Participants. Owner Defines the owner for the folder.Folders Edit Folder Properties Use the Folder Properties page to edit the folder’s properties. choosing Properties from a folder’s Action menu opens the Documents: Modify Folder page. To view this page. open the Knowledge Store. You can edit the following folder properties: Folder Name Defines the folder’s unique name.

80 Common Features and Personal Options User Guide . you do not have the required permissions to perform the action. Select Knowledge Store from the Organization menu. Choose Delete from the folder’s Actions menu. 2. To delete a folder 1. Select Knowledge Store from the Organization menu. Choose Permissions from the folder’s Actions menu. The Confirm Folder Delete page appears. The user who creates the folder is automatically given read. 2. Read/Write. 4. document versions. To edit folder permissions 1. The folder and all of its contents are deleted from the Knowledge Store. Delete Folders You can delete the folders you have created. You can change these permissions at any time from the Documents: Folder Permissions page. Select the permission you want to allocate to a resource. The Documents: Folder Permissions page appears. The Knowledge Store page appears. Values are: Read. 3. write. Select Cascade Permissions if you want to allow a resource to transfer the new rights you selected for that resource to any of the current folder’s documents and subfolders. 3. Click Submit to save your changes and return to the Knowledge Store page. Confirm the deletion by clicking Yes.Folders Edit Folder Permissions When you add resources to a folder. and subfolders in a folder are deleted when you delete the folder. they are automatically grouped as participants with read/write access to this folder. 5. and Read/Write/Delete. If the Delete option is not available. All documents. The Knowledge Store page appears. and delete access to the folder.

The Knowledge Store page appears. Chapter 5: Documents and Folders 81 . Do any of the following ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ Open documents as view only (see page 81). choose Open from the document’s Actions menu. Open Documents for Viewing Only While you can check out a document to edit it. To view a document. Delete documents (see page 90). Move documents to another folder (see page 86). Copy documents (see page 85). and click the document’s Actions menu. Review document history (see page 85). and click Open when prompted on the File Download window. Check in documents (see page 83). open the folder containing the document you want to view. Check out documents (see page 82). from the Knowledge Store or from a Document Manager page. 2. The actions you can take with a document are determined by your access rights and permissions. Undo document check out (see page 82). 1. Select Knowledge Store from the Organization menu. click a folder’s name. To view this menu.How to Manage Documents How to Manage Documents Use the Actions menu to view a list of the actions available to you for that document. Edit document permissions (see page 84). From this page or from a Document Manager page. Work with document processes (see page 88). This option restricts your access to read-only for that document. Work with document versions (see page 87). then no documents have been added to the folder. Save documents to your desktop (see page 82). The folder opens so you can view its documents. you can also open it in read-only mode for viewing purposes only. Edit document properties (see page 84). If no documents appear when you click a folder’s name.

Check Out Documents To edit a document. Choose Check Out from the document’s Actions menu. 1. 2. 4. 3. just as opening the document for read-only restricts your access. The Knowledge Store page appears. choose Open from the document’s Actions menu and click Save when prompted on the File Download window. The steps for checking out a document from a Document Manager page are similar to the steps described in this section. allowing others to checkout the document. Click Save to save the document to your desktop. Choose Undo Check Out from the document’s Actions menu to undo a document’s check out status. When you are finished. 82 Common Features and Personal Options User Guide . Undo Document Checkout Only the resource that checked out the document originally can undo a document checkout. If you want to make changes to the document and then save them back to the application. Performing this action unlocks the document. check it back in. To check out a document The document must be enabled for check out before you can proceed. To save a document. The File Download windows appears.How to Manage Documents Save Documents to your Desktop While you can check out a document to edit it. Click OK. Select Knowledge Store from the Organization menu. you must first check it out of a folder. Your checked-out document cannot be edited by other users until you check it back in. you can also open and save it to your local machine. make sure you first check out the document. This option restricts your access to read-only for that document. The Check In option is available from the document’s Actions menu for checked-out documents. If document versioning is enabled. this will automatically create another version of the document. and select a location for the file.

Click Submit. 3. you must check it back in. If versioning is disabled for this document. Chapter 5: Documents and Folders 83 . The Documents: Check In Document page appears. only the latest comments display on the Document Versions page. Choose Check In from the document’s Actions menu. comments are displayed for each version of the document shown on the Document Versions page. The document is checked in.How to Manage Documents Check In Documents Use the Check In option from the Actions menu to check in documents. Comment Specifies comments used to help track edits to the document. Complete the following fields: File Click the Browse icon to indicate the location of the file. To check in a document 1. 2. If versioning is enabled for this document. Select Knowledge Store from the Organization menu. 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. The Knowledge Store page appears. Only the resource that checked out the document originally can check in the document. 4. The steps for checking in a document from a Document Manager page are similar to the steps described in this section. After checking out a document for editing purposes.

Edit the available fields as needed. The resource who added the document can update the document properties. you also select the resources who can access it. Select the permission that you want to allocate to a resource. and click Submit. You can select from a list of participants who were granted access to the folder that contains the document. Select Knowledge Store from the Organization menu. Choose Permissions from the document’s Actions menu. Read/Write. 3. To edit document permissions 1. The user who owns the folder and added documents is automatically given read/write/delete access. To view and edit document properties 1. 2. you can change these document permissions. CA Clarity PPM Participants are automatically given read/write access to the document. The Knowledge Store page appears. 3. open the Knowledge Store. Edit Document Permissions When you add a document. 4. Select Knowledge Store from the Organization menu. and you can also allow non-participants to access the document. The steps for editing document permissions from a Document Manager page are similar to the steps described in this section. and Read/Write/Delete. Choose Properties from the document’s Actions menu. The Knowledge Store page appears. Click Submit to save your changes and return to the Knowledge Store page. owner. The Document Permissions page appears. Your changes are saved and the Knowledge Store page appears. description.How to Manage Documents Edit Document Properties Use the Document Properties page to edit the document’s name. With the appropriate rights. The Document Properties page appears. and participant information. and choose Properties from the document’s Actions menu. Values include Read. To view this page. 84 Common Features and Personal Options User Guide . 2. The steps for editing document properties from a Document Manager page are similar to the steps described in this section.

the document appears in the folder(s) you copied it to as well as the folder you copied it from. The steps for reviewing document history from a Document Manager page are similar to the steps described in this section. To view this page. Choose Copy from the document’s Actions menu. Copy Documents Use the Copy Document: Select Folder page to copy a document to additional folders. and the date and time of their most recent visit. 2. After you do so. The Copy Document: Select Folder page appears. 3. Click Cancel to return to the Knowledge Store page. To copy a document 1. The Knowledge Store page appears. and choose History from the document’s Actions menu. The Knowledge Store page appears. To view a document’s history 1. The Document History page appears. open the Knowledge Store.How to Manage Documents Review Document History The Document History page lists the names of the resources who have accessed the document. Locate the document you want to copy to a different folder. Chapter 5: Documents and Folders 85 . Select Knowledge Store from the Organization menu. You can also copy a document directly from the Knowledge Store page by selecting the document and clicking Copy. Choose History from the document’s Actions menu. The steps for copying a document to a different folder location from the document Manager are similar to the steps described in this section. 2. Select Knowledge Store from the Organization menu.

Move Documents to Different Folders When you move a document from a folder to another folder. The document only appears in the folder to which you moved it. Choose Move from the document’s Actions menu. To move a document to a different folder 1. The Knowledge Store page appears. 86 Common Features and Personal Options User Guide . The Move Document: Select Folder page appears. 3. Click Move. 4. 2. From the Select Placement section. Click Copy. 4. 5. select the folder to which you want to copy the document. The Knowledge Store page reappears.How to Manage Documents 3. Select Knowledge Store from the Organization menu. Select the Notify Resources/Groups option if you want the resources with access to this document to be notified about the copy action. The Knowledge Store page reappears. a copy is not left behind. Select the folder where you want to move the document.

To view this page. Select Knowledge Store from the Organization menu. The File Download window appears. To open to a previously-saved version of a document 1. Open Previous Document Versions Though you cannot make changes to a previous version of a document. The steps for opening and copying document versions from a Document Manager page are similar to the steps described in this section. 3. Choose Open from the document version’s Actions menu. Click Open. the document must be enabled for versioning. The Knowledge Store page appears. The Document Versions page appears and lists all the versions of the document. and choose Versions from the document’s Actions menu.How to Manage Documents Work with Document Versions Use document versioning to save a separate version of a document each time you check it in. Choose Versions from the document’s Actions menu. you can open and view it. open the Knowledge Store. 2. Use the Document Versions page to open and copy previous document versions. Chapter 5: Documents and Folders 87 . To use document versioning. 4.

To view this page. This is because a document process can link to any associated project or program. Choose Copy from the document version’s Actions menu. Document processes can be very effective when routing a document through an approval process. stopping. The Documents: Copy Document page appears. Note: See the Administration Guide for more information. 4. To copy a version of a document to a different folder 1. The Knowledge Store page appears. Choose Versions from the document’s Actions menu. Select Knowledge Store from the Organization menu. open the Knowledge Store. they are listed on the Document: Available Processes page. Select the folder to which you want to copy the document. and click Copy. 3. The Document Versions page appears and lists all the versions of the document. and choose Processes from the document’s Actions menu. Work with Document Processes If your CA Clarity PPM administrator has created document-related processes. 2. If you do this. The Document: Initiated Processes page lists processes that have completed or that are running. This allows you to send notifications and action items from the document process to the project roles and resources. and deleting document processes from a Document Manager page are similar to the steps described in this section.How to Manage Documents Copy a Document Version to a Different Folder You can copy a specific version of a document to a different folder. 88 Common Features and Personal Options User Guide . The Knowledge Store page appears. The steps for starting. you may need to revise the document’s permissions after copying it.

Select Knowledge Store from the Organization menu. 3. and click Delete. where you can view the status of the process. 2.How to Manage Documents Start a Document Process To start a document process 1. This takes you to the Document: Initiated Processes page. Chapter 5: Documents and Folders 89 . Select the process you want to start and click Start. To delete a process 1. Delete Processes You can only delete completed or cancelled processes. Stop a Document Process The Document: Initiated Processes page lists processes that have completed or that are running. A Confirm Process Instance Delete page appears. Click Yes to confirm the deletion. not the ones that are still running. Choose Processes from the document’s Actions menu. Select the process you want to delete. The Knowledge Store page appears. 2. Select Knowledge Store from the Organization menu. The Knowledge Store page appears. The application stops the process. 3. The Document: Initiated Processes page appears. select the process you want to stop and click Cancel Process. Click the Available tab. The Document: Available Processes page appears. 4. Choose Processes from the document’s Actions menu. To stop a document process. The Document: Initiated Processes page appears.

How to Manage Documents 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). ■ The steps for deleting documents from a Document Manager page are similar to the steps described in this section. You can delete a document in two ways: ■ Select Knowledge Store from your Organization menu. From the Knowledge Store page. click Yes to confirm the deletion. click Yes to confirm the deletion. choose Delete from the document’s Actions menu. Choose the document you want to delete. On the Confirm Document Delete page. locate and select the document you want to delete and click Delete. 90 Common Features and Personal Options User Guide . On the Confirm Document Delete page.

it is posted by the Post Timesheets job. and time allocated to other activities. 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.Navigate Allows you to navigate to the Timesheets list page. Chapter 6: Timesheets 91 . Once a timesheet is approved. record your actuals. your time is recorded at the task level by time periods based on the task’s duration and on the overall duration of the investment.Edit All Allows you to edit all timesheets. manage your timesheets. and use CA Clarity PPM Offline Timesheets. indirect work. Type: Global Timesheets . Timesheets Access Rights The following access rights are available for timesheets: Timesheets . For projects and investments. and modify their plan as needed. This page displays all of the timesheets to which you have access rights to view. or approve. edit.Chapter 6: Timesheets Use timesheets to access your current timesheet. Posting integrates the actuals (recorded number of hours worked) into the plan so that managers can compare actuals with estimates. incidents associated to investments.

Type: Global Resource . submit.Access access right.Download Allows a user to download CA Clarity PPM Offline Timesheets from the Software Downloads page. The Timesheets link appear on the Personal page. and reject timesheets for a resource.Approve Time Allows the user to approve and reject timesheets for a specific resource. Type: Instance 92 Common Features and Personal Options User Guide .Approve All Allows you to approve all submitted timesheets. Time. Type: Instance Resource .Timesheet Overview Timesheets . The Timesheets link will appear on the personal page. Data Administration and General Settings. including OBS.Application Setup Allows user to edit CA Clarity PPM options and settings. Type: Global Administration . The right does not imply the Resource .Enter Time This right allows user to complete.Enter Time access right. Offline Timesheet . This access right includes those rights provided by the Administration .

Select the check box to open the resource for time entry. ■ Timesheet time periods Note: See the Administration Guide for more information. equipment.Enter Time access right for other resources. Select Clarity. or other activities. the following fields on a resource’s Resource: Properties: Main . ■ Defined input type codes and charge codes (if used by your company) and communicated them to you. and before managers can view and approve timesheets. Note: See the Project Management User Guide for more information. materials. Track Mode Specifies the time tracking method for the resource.Schedule page must be set: Time Entry Specifies if staff members are allowed to record the time they work on this project on their timesheets. Track Mode Specifies the time tracking method for the resource.General page must be set: Open for Time Entry Specifies if the staff member can enter time against their assigned tasks.Edit All access rights to edit any timesheet. Note: See the Resource Management User Guide for more information. incidents. a supervisor or administrator must have completed or set up the following: ■ For each resource who submits time. Select Clarity. and expenses) for which you have Resource . Chapter 6: Timesheets 93 . if you are to enter time for them. You may need the following: ■ ■ ■ The Project . You can enter time for any labor or non-labor resource (for example. The Timesheets . ■ For each project on which you spend time.Edit Project Plan access right. the following fields on the Project: Properties: Main .Enter Time access rights. Select the check box to open the project for time entry.Timesheet Overview How to Get Started with Timesheets Before you can record time spent working on projects. The Resource . ■ ■ Assigned project tasks Access rights.

To view your list of and open unsubmitted timesheets 1. Click Timesheets from the Personal menu.Timesheet Overview View Your List of and Open Unsubmitted Timesheets Use the Timesheets list page to view a list of all of your unsubmitted timesheets. The Total column displays the total number of hours entered for that timesheet. If necessary. A list of all of your unsubmitted timesheets display. 2. Note: See the CA Clarity PPM Overview Guide for more information. The Timesheet Status column displays the status of each listed timesheet. use the fields in the Timesheet Filter section of the page to help you locate a timesheet. Access Your Unsubmitted Timesheet To quickly access your unsubmitted timesheet for the most recent week’s timesheet period. The Timesheets list page appears. click the Current Timesheet icon. Click the Timesheet icon next to the timesheet you want to open. The Timesheet page appears. You can also open your timesheet by clicking the Timesheet icon corresponding to the time period you want to open from the Timesheets page. This icon appears on the toolbar that displays at the top of every page. 94 Common Features and Personal Options User Guide .

Though you might complete your timesheet on a weekly. you can add tasks automatically to duplicate your timesheets from week to week. bi-weekly. Add entries to your timesheet (see page 96). 3. for each timesheet period. 2. 3. 2. Make sure you know your company’s policy on input type and/or charge codes before submitting your timesheets. If you tend to work the same number of hours on each day for the same task. If your company uses input type or charge codes. you can specify input type and/or charge codes for timesheet entries. choose an input type code and/or charge code from the Input Type Code or Charge Code drop-down. Input type and charge codes are used for billing and payroll purposes. if applicable. Submit your timesheet for approval (see page 100).How to Enter Time Specify Entry Input Type and Charge Codes Once you have recorded time booked on assignments to your timesheet. How to Enter Time Timesheets track time at the task level on a daily basis. or even monthly basis. To specify a timesheet entry’s input type and charge codes 1. Enter the number of hours you worked each day on each task (see page 98). Chapter 6: Timesheets 95 . Click Save. If applicable. 4. In the row for the timesheet entry you want to specify an input type or charge code. your administrator will load this information into the application so it will be available for use in your timesheets. The Timesheet page appears. you enter time into cells on your timesheet for each day of the week. 5. enter or change the task ETC (see page 99). Do the following to enter time: 1. Open the timesheet for which you want to specify input type and charge codes. Add input type codes and charge codes to your timesheet entries (see page 95).

Copies all of your assignments into the timesheet. The timesheet’s time period displays in the Time Period drop-down at the top of the page. you can delete those you did not work on. click the Timesheet icon corresponding to the time period you want to open. from the Timesheets list page. Depending on how your administrator has set up your timesheet options. To view the Timesheet page. Pre-populating your current timesheet does not copy assignments whose finish dates precede the start date of the current timesheet’s time period. Pre-populate your Current Timesheet Use the Populate button on the Timesheet page to pre-populate your current timesheet with tasks to which you are assigned. If you did not work on all of your assignments during the current timesheet period. For example. the assignment will not display on your current timesheet. Because time is entered at the task-level. pre-populating a timesheet does one of the following: ■ ■ Copies the timesheet entries and actuals from your most recently submitted timesheet into your current timesheet. Adding tasks to timesheets adds time entries to timesheets.How to Enter Time How to Add Tasks to Timesheets When you open a timesheet for the first time. you will have to add that task manually. you must add tasks to the timesheet before you can enter the number of hours you worked on them. You can manually add time entries to your timesheet or you can pre-populate your timesheet. If you want to add that assignment. You can make adjustments to your current timesheet as needed. it contains no timesheet entries. 96 Common Features and Personal Options User Guide . if the timesheet period is 10/01/06 to 10/07/06 and the assignment’s finish date is 9/15/06.

Other Time Click Add Other Time. use the Add Task. You may need to add a task to your timesheet to account for the time you spent on assignments that are not part of the current project plan. These buttons display on the Timesheet page. Your project manager must convert the indirect entry into a project task by adding it to the project plan. open your timesheet. Indirect timesheet entries Click New Indirect Row. Newly added rows display under the Other Time category in the timesheet list. Newly added incidents display under the Incidents category in the timesheet list. Chapter 6: Timesheets 97 . To view this page. general descriptions and input type codes. do the following: Project Task Entries Click Add Task. To add the following timesheet entry types. Newly added tasks display under the Tasks category in the timesheet list. from which you can choose the one that best suits the work you performed.How to Enter Time Add Entries to Your Timesheet Manually To add timesheet entries to your timesheet manually. Newly added indirect entries display under the Indirect category in the timesheet list. Use indirect timesheet entries when you want to log time directly against a charge code. Incidents associated to an investment Click Add Incident. Indirect timesheet entries contain predefined. The time you spend on indirect task entries is not counted as part of the project plan. Add Other Time. and Add Indirect Row buttons.

the value in the Date cell will override the number in the Total cell. Select the check box next to the timesheet entry you want to split. The Timesheet page appears. 2. If you enter values in both the time entry’s Date and Total cell. You can also distribute the number of hours evenly across all working days (typically based on a five-day work week) for a single task by entering the total number of hours you worked in the time entry row’s Total column and saving your timesheet. To enter time on your timesheet 1. A new timesheet row appears beneath the one you selected. The Timesheet page appears. you might need to record four hours of booked time on an assignment to one input type code. and click Split. you can split an entry between both. Enter the number of hours you worked on each assignment each day in the time entry’s Date cells. Split Entry Input Type Codes and Charge Codes You can split the time you work on an assignment between multiple input type codes and charge codes. and click Save. In the new timesheet entry row. 98 Common Features and Personal Options User Guide . and four hours of time on the same assignment to a different input type code. Open the timesheet for which you want to split time. Use the Split button on the Timesheet page.How to Enter Time Enter Work Hours into Timesheets Use the current period’s Timesheet page to record the time in hours you worked each day on assignments during that period. Open the timesheet for which you want to enter time. Enter timesheet information for a non-labor resource the same way you do for a labor resource. To split a timesheet entry 1. 2. choose a type code and/or charge code from the Input Type Code or Charge Code drop-down. Your time entry recordings are saved. For example. 3. If your company uses both type and charge codes.

When you change the ETC. The timesheet unlocks when the save is complete. you can view this value in the time entry row’s ETC column on your timesheet. Click Yes to confirm the deletion. although you should only change it if you complete the assignment ahead of schedule or if you need more hours. and click Delete. You must close and then re-open the timesheet to display the most recent version. The Delete Time Entry Confirmation page appears. The time entry is removed from your timesheet. If you attempt to save a previous version of a timesheet. Delete Entries from Timesheets You can delete time entries from you timesheet prior to submitting it using the Timesheet page. If they do so. Open the timesheet from which you want to delete a task. The ETC changes each week according to the actuals you entered the previous week. Note: See the Project Management User Guide for more information. The Timesheet page appears. Timesheets are temporarily locked when you save them. an alert message appears. This prevents two users from updating a timesheet at the same time. Deleting time entries only removes the time entry from your timesheet and does not delete the task from the project. Select the check box next to the timesheet entry you want to delete. an ETC value of 60 means that an estimated 60 more work hours are required to complete the task or assignment. 2. the project manager has decided not to accept the new value. Project managers can enter this value when they set up their project. For example. If the time entry row’s ETC displays "0".How to Enter Time Time Entry ETC The Estimate to Completion (ETC) indicates how much time is expected to complete a project task. 3. it indicates the number of expected hours left to complete the task. To delete a timesheet entry 1. You can edit the ETC. The pending ETC is used until the project manager accepts or rejects the new value. it is in a pending state. Chapter 6: Timesheets 99 .

100 Common Features and Personal Options User Guide . 3. but once the process has been initiated. Edit the timesheet. Open the timesheet for which you want to edit. Project managers can then compare actuals to estimates and change the project plan accordingly. Once your manager approves your timesheet. and only the designated timesheet approvers can return the timesheet. the timesheet status is locked by the process. Submitted timesheets are sent to your manager for approval. and click Submit for Approval. Submitting your timesheet sends the timesheet to your manager for approval. However. Your timesheet is sent to your manager for approval. Submitted and approved timesheets have a status of "Approved. Click Save or Submit for Approval. Open your timesheet and click Submit for Approval. Approve. the timesheet status is locked. Your manager receives a notification that you have submitted your timesheet. there is a short window (before the timesheet process kicks off) when you can return the timesheet yourself. Do one of the following: ■ ■ From the Timesheets list page. To submit your timesheet for approval 1. Edit Timesheets Before Approval You can edit the timesheets that you have submitted but that have not yet been approved by your manager. Submit Timesheets You can submit your timesheet from the Timesheets list page or from the Timesheets page. and Adjust Timesheets Until you submit a timesheet for approval. select the timesheet you want to submit. To edit a timesheet before it has been approved 1. The Timesheet page appears. a timesheet approval process is kicked off. After you submit a timesheet. the data is posted and entered into the project plan." and can be viewed in a list of approved timesheets by resources with the appropriate access rights. it displays in your timesheet list and remains unapproved. 2.How to Enter Time Submit.

or you can open the timesheet from the Timesheets list page. you will receive a notification that the timesheet has been returned. If you are notified by email. The Timesheets page appears. 4. To adjust and resubmit your approved or posted timesheet 1. When you adjust your timesheet. If your manager has added a note about an error on a timesheet entry. The time entry cells become editable. 3. a check mark displays in the Adjustment column on the Timesheets page for that timesheet until your manager approves it. 2. 5. Select Timesheets from the Personal menu. To correct your returned timesheet 1. Click Submit for Approval. When you submit your adjusted timesheet. 3. Make corrections to your timesheet as needed. Your manager is notified that the corrected timesheet is ready for review and approval. a check mark in the Adjusted column is displayed. 4. open the timesheet from the URL within the email notification. Click Submit for Approval to resubmit the timesheet. The method in which you are notified is dependent on the settings you specified on your Account Settings: Notifications page. Adjust Approved or Posted Timesheets You can adjust your approved or posted timesheets. Once your manager approves and posts the adjusted timesheet.How to Enter Time Correct Returned Timesheets If your manager returns a timesheet to you due to errors. a copy of the posted timesheet is created so that you can edit and resubmit it. Chapter 6: Timesheets 101 . The original is recorded in the application. Click Adjust. Adjust your timesheet. The Timesheet page appears. The Timesheet page appears. Open the approved or posted timesheet you want to adjust. click the Time Entry Note icon in that time entry row to open and read the note. 2.

How to Enter Time

Delete Adjusted Timesheets
When you delete an adjusted timesheet, it no longer displays on the Timesheets list page; it is replaced by the original timesheet. You can only delete the adjusted timesheets that you create. To delete an adjusted timesheet 1. From the Timesheets page, select the check box for the adjusted timesheet you want to delete. 2. Click Delete Adjustment. A confirmation page appears. 3. Click Yes to confirm the deletion.

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 browser’s print command to print the timesheet.

Email Resources from Within Timesheets
To send an email from within your timesheet, click the Send To icons that appear next to the Resource Name or the Modified by name fields on the Timesheet page. If someone else, such as your manager, modifies your timesheet (by approving it), his or her name appears in the Modified by name field on your timesheet. Click the Send To icon that appears next to your manager’s name to send an email to your manager. An email message opens in your default email application. The name of the recipient appears in the To: field. Your manager can also send you an email from within your timesheet by clicking the Send To icon that appears next to your name.

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Timesheet Notes

Timesheet Notes
You can add notes to timesheets to create a reminder for yourself, or to communicate something to someone else. Your manager—or someone else with time entry access rights to your timesheet—can 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.

Add Notes to Task Entries or Timesheets
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.

Add Notes to Task Entries
To add a note to a timesheet task entry 1. Select Timesheets from the Personal menu. The Timesheets page appears. 2. Open the timesheet to which you want to add a note to a task. The Timesheet page appears. 3. Click the Time Entry Notes icon for a timesheet entry. The Time Entry Notes window opens. 4. Enter the text for the note, enter a category for the note, if desired, and click Add. The new note is listed in the Time Entry Notes window.

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Timesheet Notes

Add Notes to Timesheets
To add a timesheet-level note 1. Select Timesheets from the Personal menu. The Timesheets page appears. 2. Open the timesheet to which you want to add a note. The Timesheet page appears. 3. Click the Timesheet Notes icon at the top right of the page. The Timesheet Notes window opens. 4. Enter the text for the note, and click Add. The new note is listed in the Timesheet Notes window.

View and Edit Timesheet Notes
To view a timesheet or time entry note Open your timesheet and click the Timesheet Notes icon at the top right of the page, or click the Time Entry Notes icon that displays next to each task to view a time entry note, open your timesheet. You will know that a note has been added to a timesheet or a time entry because the icon’s blank page image changes to a used page image. To edit the note You cannot send a reply to a note, but you can edit the notes that you have added to your timesheet or timesheet entries. You can only edit the time entry notes that you created. Use the Edit Note icon to edit a time entry or timesheet note. To edit notes, open your timesheet, click the Timesheet Notes icon, and then click the Edit Note icon next to the note you want to edit.

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How to Approve and Analyze Timesheets

Delete Timesheet Notes
You can delete only the notes that you create. To delete a time entry or timesheet note 1. Click the Note icon to open the Notes window. 2. Select the note you want to delete. 3. Click Delete. The Delete Confirmation page appears. 4. Confirm the prompt by clicking Yes. The note is deleted. 5. To close the Notes window, click Close.

How to Approve and Analyze Timesheets
A timesheet manager is anyone who has the right to approve timesheets and/or to analyze timesheet data. Typically, this is the project manager, but on occasion another resource might be responsible for approving timesheets. Timesheet managers perform the following management tasks for resources whose timesheets they approve: ■ ■ ■ ■ ■ Review timesheets of any status (such as Submitted, Posted, or Approved). Return timesheets that need correction (see page 107). Approve timesheets (see page 106). Notify resources that their timesheets are overdue (see page 107). Analyze timesheet data by doing any of the following: ■ ■ Compare adjusted and original timesheets (see page 108). Compare actuals to estimates (see page 108).

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How to Approve and Analyze Timesheets

Approve Submitted Timesheets
You can approve timesheets from the timesheets list page or from the open timesheet. When you post an approved timesheet, the actuals from the timesheets are posted against the resource assignment and distributed to the project plan. The posting is done automatically by the Post Timesheets job. This job updates the value of the Actuals Thru date field on the resource assignment properties page. When you post actuals, the Update % Complete job runs and calculates the % complete for tasks and projects based on the value of % Complete Calculation Method for each project. Note: See the Administration Guide for more information. Posting processes the the actuals (recorded number of hours worked) against a resource assignment and updates the remaining work (ETC). This data is recorded in the project plan so that project managers can compare actuals with estimates, and modify their plan as needed. To approve a submitted timesheet 1. Select Timesheets from the Personal menu. The Timesheets page appears. 2. Open the timesheet you want to approve, or select the check box next to the timesheet you want to approve. 3. Click Approve.

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How to Approve and Analyze Timesheets

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".

Notify Resources about Overdue Timesheets
Click Notify to let your resources know that a timesheet is overdue. The notification is sent to the resource’s email address. To notify a resource about an overdue timesheet 1. Select Timesheets from the Personal menu. The Timesheets page appears. 2. Select the overdue timesheet. 3. Click Notify. This sends a notification to the resource stating their timesheet is overdue. Example overdue notification: Timesheet for resource Chapman, Katie in time period starting 8/8/06 is overdue. Please submit the timesheet.

Chapter 6: Timesheets 107

The arrow next to the description of the task indicates a line added for adjustment. view the following fields. The read-only Timesheet . Use the Timesheet . Actuals Defines the total work units that a resource assignment has worked and have been posted to the assignment. To compare an adjusted timesheet to its original 1. you can use the initial baseline to compare estimates (ETC) to actuals. 108 Common Features and Personal Options User Guide . The Timesheet page appears. The Timesheets page appears. Select Timesheets from the Personal menu. Note: See the Project Management User Guide for more information. Click the [Delta View] link at the bottom right of the page. 2.Delta View page appears. In the Assignments section. You can also compare actuals to estimates from the portlets on the dashboard and from the project team staff page. The task properties page appears. Click Cancel when you are finished to return to the previous page. Open the adjusted timesheet. you can compare the actuals to the estimates (ETC). 3. Use the following procedure to compare actuals to estimates. Open the project and the task. click the [Edit View] link.Delta View page to do this. 2. 4. Once the project is under way.How to Approve and Analyze Timesheets Compare Adjusted and Original Timesheets You can compare the data from an adjusted timesheet to its original. Time entries from the posted and adjusted timesheets are displayed in different colors. To edit the timesheet. Compare Actuals to Estimates Once a resource assignment starts recording time spent on tasks and actuals are posted. A toggle option lets you go back and forth between edit mode and the delta view. 5. To compare actuals to estimates 1. Original time entries are displayed below adjusted entries and are identified with an indent arrow.

this resource will not receive the generated action item.Approve Time access rights for that user receives a notification that the timesheet has been submitted. If this process is not active. even your own. when you are able to connect to CA Clarity PPM. you can upload the data from CA Clarity PPM offline Timesheets to CA Clarity PPM. Each time you submit your timesheet for approval this process automatically generates an action item for the managers associated to the timesheet tasks. This application allows you to maintain your timesheet while working remotely or offline. Chapter 6: Timesheets 109 . you can delete adjusted timesheets that you create. you can use CA Clarity PPM Offline Timesheets. then the resource with Resource . Once logged on to CA Clarity PPM. Receive Notifications for Submitted Timesheets An automated notification process called the Project Manager Approval process is included with CA Clarity PPM. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. However. CA Clarity PPM Offline Timesheets If you are unable to access the Internet or CA Clarity PPM. Later. you can view and edit the uploaded timesheets. Required: No Delete Timesheets You cannot delete the timesheets of any user. The manager can click the URL within the action item to link to the timesheet. If the resource responsible for approving your timesheet is not a manager associated to one of the timesheet tasks.CA Clarity PPM Offline Timesheets ETC Defines the total remaining work (Estimate To Complete) for the task.

This application is automatically installed when you install CA Clarity PPM Offline Timesheets. you will be prompted to enter the following server information. Microsoft Windows Script installed.Download access right. ■ Enter Server Information into CA Clarity PPM Offline Timesheets After you download and install the CA Clarity PPM Offline Timesheets. You will need the following: ■ ■ ■ CA Clarity PPM Host Name CA Clarity PPM Port address (by default. the value is 80) SSL (enabled or not) Additionally. The Offline Timesheet . Note: Contact your CA Clarity PPM administrator or see the Integration Guide for more information. This application allows you to create and work with offline timesheets and transfer timesheet data to CA Clarity PPM. This application allows you to export time periods.CA Clarity PPM Offline Timesheets Prerequisites for Downloading CA Clarity PPM Offline Timesheets Before you can download and install CA Clarity PPM Offline Timesheets. you need the following: ■ ■ ■ Proxy server name Port username Password information 110 Common Features and Personal Options User Guide . CA Clarity PPM XML Open Gateway (XOG). Note: Contact your CA Clarity PPM administrator for more information on the correct information to enter. go to Microsoft's Download Center website. downloaded from CA Clarity PPM. and timesheet import. ■ CA Clarity PPM Offline Timesheets. if the proxy server is enabled. timesheet export. you need the following: ■ ■ ■ A CA Clarity PPM user ID and password. Note: To download this application.

Click Account Settings from the Personal menu. Click Download next to Offline Timesheets. and save the following executable file in a location of your choice: OLTSClientSetup. 6. Use your Windows Add or Remove Programs option to perform the uninstall. The language you select only applies to the install wizard. Chapter 6: Timesheets 111 . 4.CA Clarity PPM Offline Timesheets Download and Install CA Clarity PPM Offline Timesheets Important! If you are upgrading from a previous version of CA Clarity PPM Offline Timesheets. The Account Settings: Personal Information page appears. The install wizard appears. You are prompted to save the executable file. At the beginning of the install process. 5. 3. 2. The Account Settings: Software Downloads page appears. To download and install CA Clarity PPM Offline Timesheets 1. you must uninstall the old version before downloading and installing the latest one. Follow the steps in the install wizard. The offline timesheet appears in the language indicated in your Windows Program settings. Click Software Downloads from the content menu.exe The executable file is saved. you will be asked to select the language you want to see on the install wizard. Note: Contact your CA Clarity PPM administrator to get your CA Clarity PPM Offline Timesheets login information. Click the executable file to open the install wizard. Click Save.

Transfers timesheet data from CA Clarity PPM Offline Timesheets to CA Clarity PPM. save. Save to Server. you will only be prompted to enter your password. Click the following as needed: ■ ■ ■ Retrieve. or submit a timesheet. first start CA Clarity PPM Offline Timesheets. Submit. Transfers timesheet data into CA Clarity PPM Offline Timesheets to work offline. Transfers timesheet data to CA Clarity PPM and submits the timesheet for approval. The Timesheet List page is refreshed each time you retrieve. select CA Clarity PPM Offline Timesheets. To open an offline timesheet and update it 1. 2. Microsoft Excel opens up and the Timesheet List page appears. you will be prompted to enter the CA Clarity PPM server information you received from your administrator. From your Windows Programs menu. The first time you select it. After the first time.CA Clarity PPM Offline Timesheets Open and Update CA Clarity PPM Offline Timesheets To open your timesheet offline. 112 Common Features and Personal Options User Guide .

created. After you retrieve a timesheet for the first time. type and charge codes are displayed in a separate tab. After you retrieve a timesheet. or you can click the tab. Once you have retrieved the data. No matter how many timesheets you add to CA Clarity PPM Offline Timesheets. Your timesheet data is transferred and displayed in CA Clarity PPM Offline Timesheets so that you can work offline. To transfer your timesheet to CA Clarity PPM Offline Timesheets to work offline 1. Codes for different timesheets are simply added to the same sheet. and modified. you can save your work to CA Clarity PPM. on separate sheets). You can retrieve multiple timesheets at once. you will retain only one type and charge code sheet. when you are done. Later. Microsoft Excel opens up and the Timesheet List page appears.CA Clarity PPM Offline Timesheets Retrieve Timesheet Data to Work Offline Retrieving timesheet data transfers data into CA Clarity PPM Offline Timesheets to work offline. select CA Clarity PPM Offline Timesheets. or that have been returned by a timesheet approver. you can work on the timesheet and save it in the offline timesheet. Chapter 6: Timesheets 113 . You must retrieve timesheet data every time you want to transfer CA Clarity PPM data into CA Clarity PPM Offline Timesheets. its status changes from "New" to "Created. Use the Timesheets page to retrieve timesheets that are new. 2. Click the link to go to the timesheet. Click Retrieve. the timesheet and its Work Breakdown Structure (WBS) appear as separate tabs (that is." and the Go To link appears next to the timesheet’s start and finish dates. You can click the Go To link to go directly to the timesheet. From your Windows Programs menu. If applicable.

5. Select the project for which you want to enter time. ■ ■ 6. Click Timesheets from the Personal menu. 114 Common Features and Personal Options User Guide . 2. The project opens. To enter time in an offline timesheet 1. The Timesheets list page appears. Do the following: ■ ■ ■ Place your cursor in the Phase column to select a phase for the project. Enter the number of hours you worked each day for the project and task. The data is saved and transferred to CA Clarity PPM. and click GoTo. Select the check box next to the timesheet you want to update. if applicable. A drop-down menu appears.CA Clarity PPM Offline Timesheets Enter Time into CA Clarity PPM Offline Timesheets Once you have retrieved the timesheet. Change the ETC number. The timesheet opens in CA Clarity PPM Offline Timesheets. you can record time for the tasks you worked on during that time period. Select the Type And Charge Codes tab if you need help identifying the type and charge code information you need. Click Save to Server. if appropriate. as applicable. 3. 4. Put your cursor in the Project column of the line for which you want to enter time. Place your cursor in the Type Code and/or Charge Code columns to select type or charge codes. Place your cursor in the Description column to select the task for which you want to enter time.

If the timesheet contains errors. a status message appears indicating the condition. From your Windows Programs menu. The version number of the offline timesheet in CA Clarity PPM offline Timesheets is also increased by one to further ensure that timesheet data is protected. select CA Clarity PPM Offline Timesheets. ■ ■ If the timesheet contains no errors. 2. Go to the Timesheets page and retrieve that timesheet again. it is returned to you so you can correct the errors. Click Save to Server. Errors are logged in the Messages tab of the timesheet when it is open in CA Clarity PPM Offline Timesheets. the following events occur when you save an offline timesheet to CA Clarity PPM: ■ ■ Data from the offline timesheet is written to the application server. Submit Offline Timesheets Submit your timesheets when you are ready to have them approved. In addition. Either way. it is submitted for approval. ■ Note: If another user updates the timesheet in CA Clarity PPM before you submit your changes. The version number of the timesheet in CA Clarity PPM is increased by one to ensure that no one checks in an out-dated timesheet. Chapter 6: Timesheets 115 . Data for the timesheet is now identical to that in CA Clarity PPM Offline Timesheets. The following events occur when you submit a timesheet for approval: ■ The timesheet is scanned for errors.CA Clarity PPM Offline Timesheets Save Offline Timesheets to CA Clarity PPM You can save timesheets from CA Clarity PPM Offline Timesheets to CA Clarity PPM using the Timesheets page (best for saving several timesheets simultaneously) or from the timesheet itself (best for saving a single timesheet). the status of the timesheet on the Timesheets page is marked "Returned". The timesheet is saved to CA Clarity PPM. Microsoft Excel opens up and the Timesheet List page appears. The Timesheets list page is updated to reflect the status of the saved and submitted timesheets. To save an offline timesheet to CA Clarity PPM 1.

116 Common Features and Personal Options User Guide . 2. such the hours billed against general assignments and tasks such as administration. Your timesheet in CA Clarity PPM is then identical to your offline timesheet. A new row appears in the Direct Time section of your timesheet. holidays. select CA Clarity PPM Offline Timesheets. ■ To add a new row to add indirect time. Microsoft Excel opens up and the Timesheet List page appears.CA Clarity PPM Offline Timesheets ■ Data from the offline timesheet is transferred to CA Clarity PPM. Your offline timesheet data is transferred to CA Clarity PPM and is ready for approval. Click New Indirect Row. ■ The version number of the online timesheet is increased by one to ensure that no one checks in an outdated timesheet. To add direct or indirect time to your offline timesheet 1. Direct time consists of hours logged against billable tasks to which you are assigned. The Timesheets page is updated to reflect the status of the saved and submitted timesheet. and meetings. Add Direct or Indirect Time to your Offline Timesheet You can add rows to your timesheet for indirect time. Do one of the following: ■ To add a new row to add direct time. The version number of the timesheet on the local hard drive is also increased by one to further ensure that timesheet data is protected. Click Submit. Open CA Clarity PPM Offline Timesheets. A new row appears in the Indirect Time section of your timesheet. Click New Direct Row. 2. The offline timesheet opens. ■ To submit your offline timesheet 1. From your Windows Programs menu.

Select the row you want to delete. Open CA Clarity PPM Offline Timesheets. Chapter 6: Timesheets 117 . Click Yes to confirm the deletion and remove the row. The offline timesheet opens. A confirmation message appears. Click Refresh Assignments. The timesheet is updated with any new information that may have been added to the project in CA Clarity PPM while you have been working on your offline timesheet. Refresh Assignments from Offline Timesheet To refresh an assignment from an offline timesheet 1. The offline timesheet opens. 3. 2. and click Delete Row. 2. Open CA Clarity PPM Offline Timesheets.CA Clarity PPM Offline Timesheets Delete Rows from Offline Timesheet To delete a row from an offline timesheet 1.

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Chapter 7: Reports 119 . You must be granted the appropriate access rights to view and work with reports. you can capture and analyze data related to your work.Chapter 7: Reports Reports are documents that organize and display extracted data into meaningful information. You can run and view out-of-the-box reports or reports designed for your specific needs. 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. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. With reports. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

The Report . Report access This access level allows you to view reports in CA Clarity PPM. For example. Row-level security within a report The row content that appears in each report varies depending on the access rights you have to items contained in the report. only those projects you have rights to appear on the report.Edit Definition instance access right allows you to edit a specific report definition. The following levels describe what occurs at each level of access. but greater changes are allowed for custom reports. When you have this level of access.Access Allows you to access the reports pages if you have the Reports . Report definition This access level allows you to edit a specific report definition in CA Clarity PPM. Type: Global 120 Common Features and Personal Options User Guide . The Reports . This level of security ensures that data is provided only if you have the right to see it.Run access right requires that the Reports .Access right also be granted. if you run a report that lists data for multiple projects. Report View Output or Report .Access access right includes this level of access.Run. When you have access at this level. The Reports and Jobs . but it does not allow changes to the parameters that filter data for a report. Some changes to stock reports are limited. changes can be made to the report parameters to filter data for a report.Run access right allows you to run a report and view the output.Run .Administrator Access access right granted. you can open the Reports: Available Reports page. You can be granted instance access right to view and run a specific report.About Report Security About Report Security Security for reports has three levels and affects what you are able to do with reports. Access rights to specific features are made available by your CA Clarity PPM administrator. Reports Access Rights The following access rights are available for users who run and review reports: Reports .All access right or instance-level access rights such as Report .Edit Properties. The Report . This right requires that you also have the Reports and Jobs .

Jobs Affecting Report Data Reports . This right is dependent on the Report and Jobs .Access access right. and to edit report properties and review report output. and view report or job definitions. This right is dependent on the Reports .Create Definition Allows you to create. If report data is not displaying as expected. Type: Global Reports and Jobs .Run .All Allows you to run any report.All Allows you to edit any report or job definition. Type: Global Reports and Jobs .All Allows you to view the output of any report. Type: Global Jobs Affecting Report Data The Datamart Extraction and Time Slicing jobs generate report data and may affect reports if these jobs fail. You must also have the Report and Jobs . Chapter 7: Reports 121 .View Output . Type: Global Report . Type: Global Reports and Jobs . edit. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. You must also have the Reports . Type: Instance Reports .Administer Access access right being granted.Administer Access access right. This right also allows you to view the reports and jobs categories. editing of the report properties for any report and viewing the output of any report.Access access right being granted. Allows scheduling of any report.Administrator Access Allows you to view report and job definitions.Run Allows you to run the reports to which you have access. one of these jobs may have failed to run. You must also have the Reports Access access right.Edit Definition .

If you have configured your Overview: General page to display the My Reports portlet. To run or schedule a report run 1. 4. The Report Properties page appears. Define the report's run properties and click Submit. The report runs based on the run properties you set. Run or Schedule Reports To Run You can run and view reports from the Reports: Available Reports page. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. 2. 3. Select Reports and Jobs from the Personal menu.View a List of Reports View a List of Reports Use the Reports: Available Reports page to view a list of all reports to which you have access to run. you can run reports from this portlet. To view a list of available reports Select Reports and Jobs from the Personal menu. 122 Common Features and Personal Options User Guide . Click the name of the report you want to run. Scheduled Report Runs Scheduled report runs provide the ability to set up recurring schedules for your frequently-viewed reports. The reports display in the list. You cannot delete or remove available reports. The Reports: Available Reports page appears. Browse for or filter the reports you want to run. By scheduling the reports to run in advance. The Reports: Available Reports list page appears. the updated reports are available when you need them.

then no parameters were defined by your CA Clarity PPM administrator. Browse for or filter available reports or scheduled runs. If this section is not displayed. Change the properties as desired in the following sections of the page: General Defines the name of the report to run. and click Submit: – – Saved Parameters Name. 5. and any parameters that lets you tailor the data gathered by the report. The saved report parameters display on the Reports: Available Reports list page below the report type from which it is based. 4. Click Save Parameters to save the defined set of parameters for reuse and then complete the following fields. The Report Properties page appears. you can only view report run properties. you can only edit its properties prior to the scheduled run time. The Reports: Scheduled Reports page appears. Otherwise. 2. Parameters Specifies the parameters used to run the report. To define or edit a scheduled reports run's properties 1. For submitted scheduled runs. Select Reports and Jobs from the Personal menu. The parameters that are displayed vary based on the report you have open. Report run properties include scheduling and notification information. 3. Add To My Reports. The reports display in the list. Defines the name for the set of parameters you are saving.Scheduled Report Runs Define or Edit Scheduled Report Run Properties You can edit the properties of scheduled report runs that have statuses of "Cancelled" or "Completed" using the Report Properties page. a display only report ID and status is displayed. Note: If a report is scheduled to run only once. If you are editing the schedule of an existing report run. The Reports: Available Reports page appears by default. click Scheduled Reports subtab. Indicates if this report is added to your My Reports portlet. Click the name of the report you want to define or edit the run properties. Chapter 7: Reports 123 .

8. Defines the month (January through December) on which the report run starts. Monthly – – – Days of the Month (1-31). Defines the date until which the report run is to recur. do the following: a. Defines the specific day (range 1-31) each month on which the report run is to start. Recur Until.15 * * tells CA Clarity PPM to run the report at midnight on the 1st and 15th of every month. For example: 0 0 1. b.Scheduled Report Runs 6. If you schedule the report to run. To run the report at a recurring time. Months. Recur Until. Note: See Sun Microsystem’s documentation web site for more information on the UNIX Crontab format and special character usage. Use UNIX crontab entry format Defines the schedule in UNIX Crontab format. Define the reoccurrence of the selected report run: Weekly – – – On. Start Time Defines the time in hours and minutes when the report will start to run. The Recurrence window opens. Default: Selected Scheduled Specifies if you want to schedule the report to run later. Defines the date until which the report run is to recur. enter the following: Start Date Defines the date when the report will run. Defines the day of the week (Sunday through Saturday) on which the report run starts. In the When section. Default: Cleared 7. Months. Click the Set Recurrence link. Defines the month (January through December) on which the report run starts. 124 Common Features and Personal Options User Guide . complete the following: Immediately Specifies if you want to run the report now.

Chapter 7: Reports 125 . The reports display in the list. Changes are saved and the Reports: Available Reports page appears. 3. Scheduled report runs can have the following statuses: ■ ■ Cancelled. The Reports: Available Reports page appears. The single. View the Status of Scheduled Report Runs You can check report scheduled run times and check report run statuses using the Reports: Scheduled Reports page. Waiting. ■ ■ ■ ■ Paused.Scheduled Report Runs c. Click the Scheduled Reports subtab. 9. The scheduled run is stopped and future recurring runs permanently cancelled. non-recurring scheduled run is complete and the generated report output is available. To view the status of a scheduled report run 1. Sharing Specify the users and groups who can view the generated report. The scheduled run starts generating the report on its prescribed date and time. The Reports: Scheduled Reports page appears. 10. All scheduled report runs (except those that you have deleted) are displayed in the list regardless of their status. Running. Recurring scheduled runs never show a status of "Completed". Select Reports and Jobs from the Personal menu. The scheduled run is reached at its scheduled run date and time. The scheduled run is stopped temporarily. Browse for or filter the scheduled runs to check their status. The scheduled run is in progress. Scheduled. Completed. 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. Submit your changes. but cannot start generating the report until an incompatible report or job run is completed. Click Submit. 2.

the report cannot run at its scheduled time until you resume it. Cancel Scheduled Report Runs Canceling scheduled runs stops the run immediately and cancels any future runs. A cancelled run remains listed on the Reports: Scheduled Reports list page with a status of "Cancelled". The status changes to "Cancelled". The report run's status changes to "Paused". 3. The Reports: Scheduled Reports page appears. Browse for or filter the scheduled runs. The Reports: Available Reports page appears by default.Scheduled Report Runs Pause or Resume Scheduled Report Runs Pausing scheduled report runs temporarily stops the report from running. To pause or resume a scheduled report run 1. Select Reports and Jobs from the Personal menu. Select the check box next to the scheduled run you want to cancel. 5. Select Reports and Jobs from the Personal menu. The Reports: Available Reports page appears. To cancel a scheduled run 1. Click Cancel. and do one of the following: ■ Click Pause. 2. When you resume the report runs. Select the check box next to the scheduled report run you want to pause or resume. The report run's status changes to "Scheduled". You can pause reports that have a status of "Scheduled". 4. The scheduled report run is paused or resumed. Once you cancel a run. ■ Click Resume. you cannot change its status or edit any of its properties. The report runs at the next scheduled time. Click the Scheduled Reports subtab. 2. 126 Common Features and Personal Options User Guide . it runs at its next scheduled run time. The Reports: Scheduled Reports page appears. When in this state. Click the Scheduled Reports subtab. 3.

Chapter 7: Reports 127 . To delete a scheduled report run 1. Select the check box next to the run you want to delete. Delete Saved Report Parameters You can delete saved report parameters from the Reports: Available Reports list page.Scheduled Report Runs Delete Scheduled Report Runs You can delete scheduled runs with a status of "Cancelled" or "Completed". and click Delete. The selected run is removed from the Reports: Scheduled Reports page. The reports display in the list. 3. The Reports: Available Reports page appears by default. Select Reports and Jobs from the Personal menu. The Reports: Available Reports page appears. Deleting a scheduled run does not delete the report type or any completed generated reports listed in the Reports Library. Saved report parameters display on the page below the report type from which it is based. 2. The Reports: Scheduled Reports page appears. To delete a report's saved parameters 1. Browse for or filter available reports. and click Delete. 3. Click the check box next to the name of the report parameter you want to delete. 2. Click the Scheduled Reports subtab. Select Reports and Jobs from the Personal menu.

Click Submit. Select the Add to My Reports check box. Click the name of the report you want to add. Define the report's run properties and click Save Parameters. 4. check the status of scheduled runs for additional information or contact your administrator for assistance. The Reports: Available Reports page appears. To select the users or groups who should receive report status notifications 1. Select Reports and Jobs from the Personal menu.Add Reports to the My Reports Portlet Add Reports to the My Reports Portlet If you have configured your Overview: General page to display the My Reports portlet. If a report fails. 5. Default: Cleared The Report Properties page appears. 2. Browse for or filter for the report you want to add to the portlet. The report display in the list. The Report Properties page appears. 6. and click Submit. The report is added to the My Reports portlet. 128 Common Features and Personal Options User Guide . Set Up Report Status Notifications You can have notifications sent to recipients whenever a report you run or that was assigned to you completes successfully or fails. 2. The Save Parameters page appears. Click the name of the report you want to edit. 3. To add a report to the My Reports portlet 1. you can add any available report to this portlet and run reports from this page. The Reports: Available Reports page appears by default. The Report Properties page appears. Select Reports and Jobs from the Personal menu.

Groups Specify the groups who can view the generated report. Submit your changes. 4. Select Reports and Jobs from the Personal menu. The Reports: Available Reports page appears by default. Groups to Notify on Completion Specifies the groups who should receive report status notifications when the report run successfully completes. 4. In the Sharing section. Click the name of the report you want to grant view permissions. Groups to Notify on Failure Specifies the groups who should receive report status notifications when the report run fails. 3. In the Notify section. To grant view permissions to a report run 1. Chapter 7: Reports 129 . Submit your changes.Grant View Permissions to Report Runs 3. complete the following: Resources Specify the users who can view the generated report. complete the following: Resources to Notify on Failure Specifies the users who should receive report status notifications when the report run fails. The Report Properties page appears. 2. Grant View Permissions to Report Runs Permission to view a report on the Report Library page occurs when you select other users or groups from the Sharing section on the Report Properties page. Resources to Notify on Completion Specifies the users who should receive report status notifications when the report run successfully completes.

Select Reports and Jobs from the Personal menu. 3. Note: For reports that run immediately. you have the option to view the report immediately. The Report Library page appears. You must be granted view permission to a report in order to view the report in the Report Library page. Review the report and close when you are done. 2. Do one of the following: ■ Click the Open Report icon next to the report you want to review.0 or higher installed to view reports.View Generated Reports View Generated Reports Use the Report Library page to review generated report output to which you have access or to view the run properties of generated reports. The report output is displayed. You must have Adobe Acrobat Reader 4. ■ Delete Generated Reports You can delete generated reports as needed. Click the Report Library subtab. you can access the report output from the Report Library page. 130 Common Features and Personal Options User Guide . If you ran the report immediately. the output appears in a separate window. Click the Report link to view run properties. The Reports: Available Reports page appears. You can also request to have the Remove Job Logs and Report Library entries job run to remove outdated reports periodically from the Reports Library. To view a generated report 1. or if you scheduled the run. Note: See the Administration Guide for more information. or save the report and view it later from the Report Library page.

You can do the following to manage your account settings: ■ ■ ■ ■ ■ Update your contact and location information (see page 132) Update your proxy settings (see page 134).Chapter 8: Account Settings This section contains the following topics: How to Manage your Account (see page 131) Update Personal Information (see page 132) Designate Proxies (see page 134) Change the Font Size (see page 135) Notifications Setup (see page 135) Software Downloads (see page 138) How to Manage your Account The account settings pages allow you to change elements of your resource profile. assign your action items to a different user. Chapter 8: Account Settings 131 . Use the Account Settings: Personal Information page to manage your account settings. Change the method in which you receive notifications (see page 138). Download software (see page 140). Change the font size (see page 135). change the font size displayed on your screen. and to download software. All users have access to their own account settings.

Update Personal Information Update Personal Information Use the Account Settings: Personal Information page to update your contact and password information. You can modify this information from your resource profile. complete the following fields: SMS Address Defines your SMS (Short Messaging Service) address. You can modify this information from your resource profile. you must access your resource profile. The SMS transmits short messages to mobile communications devices such as cellular telephones. you can receive notifications from the application on your cell phone. By providing your SMS address. Work Phone Defines your work phone number. and email fields that appear on this page. PDA. The Account Settings: Personal Information page appears. Note: Contact your mobile service provider for details about using the SMS. In the General Information section. To edit the user name. Home Phone Defines your home phone number. Locale Defines your work locale. Time Zone Defines your time zone. Manage Your General Information To manage your general information 1. Note: See the Resource Management User Guide for more information. 2. Select Account Settings from the Personal menu. first name. Language Defines the language in which you want to use CA Clarity PPM. 132 Common Features and Personal Options User Guide . last name. to reset your home page. or to set the current timesheet as your home page. or other mobile device.

Manage Your Password Information While there are no limitations to the number of characters you can include in your application password. to set the current timesheet as your home page.Update Personal Information Home Page Defines your home page. we recommend that you select a combination of letters and numbers. Your changes are saved. Your password changes are saved. 3. click Set to Current Timesheet. which is the Overview: General page. 3. To change your password 1. to ensure your data remains secure. Default: System Default To reset you home page to the system default home page. 2. Confirm Password Defines your new password. click Reset Home Page. complete the following fields: Old Password Defines your current password. Select Account Settings from the Personal menu. Chapter 8: Account Settings 133 . New Password Defines your new password. The Account Settings: Personal Information page appears. Click Save. Otherwise. Click Save. In the Change Passwords section.

Click the Proxy link from the content menu. Designate Resources as Your Proxy To temporarily designate a resource as a proxy 1. if you designate a proxy to receive action items to approve timesheets. the assigned resource receives. then their names are listed in the Resources field on the Account Settings: Proxy page. The Account Settings: Proxy page appears. The Account Settings: Personal Information page appears. Values: Do not use a proxy and Use a proxy Default: Do not use a proxy Resource Specifies the resource being designated as your proxy. Start Date Defines the start date for the proxy period. Any action items that become due during the proxy period display in your Action Items portlet on your Overview: General page. As a proxy. For example. such as handling your regularly scheduled or urgent actions items while you are busy or away from the office. Select Account Settings from the Personal menu. 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. During the period that an action item is due. One or more resources can designate you as a proxy.Designate Proxies Designate Proxies You can temporarily designate another resource as your action items proxy using the Account Settings: Proxy page.Approve All access right in order to process the action items. End Date 134 Common Features and Personal Options User Guide . In the Setup section. 2. 3. action items. complete the following: Proxy Specifies if you want to use a proxy. the proxy must have the Timesheets . Click the Browse icon to select the resource you want to use as a proxy. View Your List of Proxies If other resources have designated you as their action items proxy. during the specified proxy period.

or Large). Medium. the font is set at small. 4. 3. Click Save. The Account Settings: Font Settings page appears. Change Request A notification is sent when you have been assigned to a change request. 2. Notification Functional Areas The following list describes examples of situations that trigger notifications for each functional area: Action Items A notification is sent out when a new action item is assigned to you and when one is due.Change the Font Size Defines the end date for the proxy period. Change the Font Size Use the Account Settings: Font Settings page to enlarge or reduce the size of the font that is displayed on pages and portlets in the application. By default. Select Account Settings from the Personal menu. Click Apply. To change the font size 1. For example. Notifications Setup Notifications are automatically generated when certain actions or events are triggered. you can choose to be notified by email when someone responds to a discussion topic or creates a rely. Click the Font Settings link from the content menu. Your changes are saved. 4. Use the Accounts Settings: Notifications page to specify the type of notifications you received by functional area. The page refreshes and the application displays in the font size that you selected. Select a font size option (Small. The Account Settings: Personal Information page appears. Chapter 8: Account Settings 135 .

Escalation A notification is sent when a process fails or stalls and you have been identified as the person to notify for escalations. 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. Risk A notification is sent when you have been assigned to a risk.Notifications Setup Discussion A notification is sent when a resource replies to a discussion topic or message you have posted. 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. Issue A notification is sent when you have been assigned to an issue. 136 Common Features and Personal Options User Guide . scheduled. Incidents A notification is sent when you are identified as a contact person for an incident. or have been assigned to has completed or failed. 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. Reports and Jobs. Document A notification is sent when a resource adds a new document to the Knowledge Store or Document Manager. A notification is sent when a report or job you initiated. Projects A notification is sent when a resource adds you to or removes you from a project. Requisitions A notification is sent when the status of a requisition to which you have access has changed.

The Account Settings: Personal Information page appears. 4. The Account Settings: Notifications page appears. Chapter 8: Account Settings 137 . By default. Manage Your Notification Settings Use the Account Settings: Notifications page to specify or change the types of notifications you want to receive and the method in which you want to receive them. You notification settings are saved. all of the method check boxes for each functional area are selected.Notifications Setup Timesheets A notification is sent when you receive notification when a timesheet is submitted. 3. 2. If you submitted a timesheet you may receive notification that it is overdue or has been returned. To manage your notification settings 1. Click Save. Click the Notifications link from the content menu. Clear the check box next to each notification and method you do not want to receive. Click Account Settings from the Personal menu. Do the following: ■ ■ Select the check box next to each notification and method you want to receive.

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. Sends emails to your email account. 3. The Account Settings: Notifications page appears. Adobe SVG Viewer Allows you to view graphical portlets and processes. Note: See the Resource Management User Guide for more information. Sends alerts to the Notifications portlet on the Overview: General page and to the Organizer: Notifications page. You notification settings are saved. Transmits short messages to mobile communications devices such as cellular telephones. Select Account Settings from the Personal menu. You can use it as a stand-alone software application or in conjunction with CA Clarity PPM. Choose from the following types of notification methods: ■ ■ Alert. ■ SMS. Click the Notifications link from the content menu.Software Downloads Specify Notification Methods You can view and manage the method in which you receive your notifications when their associated events are triggered. You must specify your email address in your resource profile to use this notification method. 2. To specify your notification methods 1. Email. Clear the check box next to each notification and method you do not want to receive and click Save. 138 Common Features and Personal Options User Guide . Software Downloads You can download the following software from CA Clarity PPM: Open Workbench This is a desktop project management software application. You must specify your Short Message Service (SMS) address to use this notification method. The Account Settings: Personal Information page appears by default.

Software Download Access Rights The following CA Clarity PPM access rights are available for downloading software: Offline Timesheet . Type: Global Software Download . SAP BusinessObjects Xcelsius 2008 Used to download and install the Xcelsius locally on your computer. Contact your CA Clarity PPM administrator if you are unable to download Xcelsius. The CA Clarity PPM UI themes are available to use in Xcelsius visualizations. Design Files for Stock Xcelsius Visualizations Used to help you get started with sample implementations.Software Downloads Microsoft Project Interface Use Microsoft Project Interface to connect Microsoft Project with CA Clarity PPM. 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. You can use the Xcelsius visualization design files (.JRE Required to download the Sun Java Runtime Environment. Note: For this download link to display on the Software Downloads page. Offline Timesheets Allows you to create offline timesheets in CA Clarity PPM Offline Timesheets and download them to CA Clarity PPM. Type: Global Chapter 8: Account Settings 139 . 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.XLF) as is. Use Xcelsius to create visualizations and to set up the data connections.Download Allows a user to download CA Clarity PPM Offline Timesheets from the Software Downloads page. 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. or you can use them as a starting point to design your own Xcelsius visualizations.

Type: Global Download Software Use the Account Settings: Software Downloads page to download software. Type: Global Software Download . Depending on the software you select. See your CA Clarity PPM administrator if you have any questions about the download process. 2. Type: Global Software Download . 3. To download software 1. a series of file download. and install windows open.Open Workbench Required to download Open Workbench.Microsoft Project Interface Required to download the CA Clarity PPM Microsoft Project Interface. Click the Software Downloads link from the content menu.SVG Viewer Required to download the SVG viewer.Software Downloads Software Download . The Account Settings: Software Downloads page appears. Type: Global Software Download . Be sure to make a note of the folder location to which you install the software. "Save As". Select Account Settings from the Personal menu. 4. Click the Download link next to the name of the software you want to download. The Account Settings: Personal Information page appears. Follow the download instructions. 140 Common Features and Personal Options User Guide .Xcelsius Required to download Xcelsius.

and then click Filter. At the top of the page. Chapter 9: Searches and Filters 141 . You can sort your action items or events on a list page by column name. the filter fields are hidden from view. For example. click a column header. no results are displayed. By default. Filter and Sort Lists When there are a large number of items displayed on a list page such as the Organizer: Action Items list page or the Organizer: Calendar Events list page. When no matches occur. all items display in the list. an arrow appears in the column header. enter filtering criteria into the fields in the filter section of the page. on the Organizer: Action Items list page. For example. the action items are grouped by type (Personal or Project) and sorted in ascending order by their due dates. timesheets—based on the filtering criteria entered. to filter the list to only those items you want to view. resources. If no filtering criteria is entered. The filter section is either expanded or collapsed by default. Acme. the list can span multiple pages. items on a list page are grouped and sorted in a specific way. To initiate a search. Filters are not case sensitive. portfolios. To reverse the sort order. such as Filter By. click the Action Item column header. Use the page’s filter fields located on the page’s toolbar. click the column header again. To sort the list. Below the filter section is the list section. the filter section contains search fields that allows you to specify search criteria. acme.Chapter 9: Searches and Filters This section contains the following topics: About Filters (see page 141) Global Search Tool (see page 145) About Filters List pages consist of two sections. All items that match the filtering criteria are displayed in the list. to sort the Organizer: Action Items list page by subject. When sorted. and ACME return the same results. When collapsed. You can then sort the list using the available tools. Do the same to sort by any other column header. For example. This section displays an itemized list of application items—projects. You can use the Collapse Filter or Expand Filter links on the section’s toolbar to change the section’s state.

in the filter section of the page. select Default. you can choose to restore the page by displaying the complete list of items.About Filters Save Filters Once you have entered filtering criteria. To use a saved filter 1. Enter filtering criteria in the filter section of the page. you can save the filter to use it later. you can choose to clear the filter fields and start again. Open a list page. Click Submit. click Clear. Use Saved Filters You can use a saved filter to filter list pages. 2. The page refreshes and the appropriate fields display the criteria. Click Filter. Show All Items in Lists When you have applied a filter to a list page. Enter a name for the filter. 3. and click Save Filter. Saved filters can be chosen from the Filter drop-down that appears in the section’s toolbar. in the filter section of the page. Open a list page. Clear Filter Fields At any time while entering filtering criteria in a filter section. and in the filter section of the page. To save the filtering criteria you entered 1. The list page appears with the name of the saved filter appearing in the Filter drop-down. 4. The Save Filter page appears. choose the name of the filter you want to use from the Filter drop-down. 142 Common Features and Personal Options User Guide . To do this. 5. To do this. To make this filter the default filter. click Show All. 2.

Build the first part of the expression by completing the following fields: Object Select the type of object for which you want to filter. choose Active. The page refreshes. usually in two parts. Click Add. Field Select the field you want to display in the Filter section. The Power Filter page appears. Open a list page.About Filters Build Power Filters A power filter is a custom filter that you create to search the list by criteria you define. The following procedure explains how to create a power filter. click the [Build Power Filter] link. The page refreshes. The expression is added to the Expression field. Operator Choose "=" (equal sign). and in the filter section of the page. or an equation with multiple clauses (in which case. To build a power filter 1. You will design and build your power filter using an expression. Chapter 9: Searches and Filters 143 . 4. 2. For this example. The page refreshes. complete the following fields: And/Or Choose whether you want the second half of the expression to be an either/or equation (in which case. Saved power filters appear in the list of filters and can be reused at any time. choose And. Field Select the field you want to display in the Filter section. To build the second part of the expression. The page refreshes. you would choose Or). next to Power Filter. 3. For this example. Power filters can be used alone or can work in conjunction with the other filter fields on the page. Constant Choose Yes. you would choose And). Object Select the type of object for which you want to filter.

enter selection criteria in that portlet’s filter section and click Filter. The list page appears. Filter portlets can appear on pages in a section or in a toolbar. To filter using a filter portlet. The name of the new power filter is displayed next to the Power Filter. enter values in the filter portlet fields and click Filter. Use Filter Portlets Some pages have filter portlets that coordinate filtering across portlets on a single page or across multiple pages. 144 Common Features and Personal Options User Guide . The second part of the formula is added to the expression and displays in the Expression field. Constant Choose Yes. Click Add. The portlets configured to work with the filter portlet are filtered using the values you enter in the filter portlet fields. 5. Click Submit. To filter an individual portlet on a page.About Filters Operator Choose "=" (equal sign). 6.

3. In the filter section of the page. To delete a saved filter from the Manage Filters page 1. Search for Newly Entered Information You can search for information saved in the application at any time. The Power Filter page appears. The amount of time is determined and can be changed by your administrator. Click Delete. The Manage Filters page appears. Global Search Tool The Global Search tool appears on the global toolbar. Open a list page. Open a list page. You can also delete saved power filters. To delete a saved power filter 1. 4. next to Power Filter. The list page appears and the filter no longer displays in the Filter drop-down. choose Manage Filters from the Filter drop-down. Chapter 9: Searches and Filters 145 . 2. However. The list page appears and the power filter is deleted. Check the box next to the name of the filter you want to delete. 2. 3.Global Search Tool Delete Saved Filters You can delete saved filters using the Manage Filters page. five minutes must elapse before new information can be searched. Use the global search field to perform a simple global search to look for specific documents and forms or use the Advanced link to perform an advanced search to set additional search criteria to refine your search results. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. by default. click the power filter’s name. Click Delete. In the filter section of the page.

enter all or part of the term you want to search for in the global search field. Search results are listed in reverse chronological order. and then click Search. Use the fields and options on the page to narrow your search. If you enter the search phrase Resource Profile List without quotations. Searches are not case sensitive. You can search according to one or any combination of the criteria. Do not use the following characters in basic searches: @ = [] {} <> Perform Advanced Searches Use the Advanced Search page to set additional criteria to refine your search results. or Exact Phrase 146 Common Features and Personal Options User Guide . You do not need to append your entry with a wildcard character (*). enter all or part of the search criteria. only instances of the exact string are returned.Global Search Tool Perform Basic Searches To perform a basic search from the global toolbar. Search results display only for those items you have permissions to view or edit. if you enter the search phrase in quotation marks. enter an asterisk (*) at the end of the text. In the General section. To perform an advanced search 1. Values: All Words. click the Advanced link. "Orange". The Advanced Search page appears. enter the following: Text Defines the text to search. To perform a wildcard search. such as Resource Profile List. and "ORANGE" all return the same results. The Search Results page appears displaying a list of all items to which you have rights to view and that match the criteria you specified. "orange". On the global toolbar. the application searches for items that contain any of these words in any order. Basic search is not case sensitive. Any Words. However. For example. Mode Specifies the mode from which to search. 2. Keep these guidelines in mind when entering terms in the global search field: To perform a wildcard search.

enter the following: Documents Specifies the type of document for which you are searching. In the What to Search section. Values: All. Values: All. Include Prior Versions Indicates if a prior version of a document will be included in the search results. None. Action Items Indicates if action items are included in the search results. You can enter a range of From Date and To Date. 3. Discussions Indicates if discussions are included in the search results. Modified Date Defines the modification date of the item for which you are searching. Values: All Owners or Selected Owners Created Date Defines the creation date of the item for which you are searching. Forms Specifies the forms you would like to include in the search results. Chapter 9: Searches and Filters 147 . None. or a specific form Events Indicates if calendar events are included in the search results. You can enter a range of From Date and To Date.Global Search Tool Owner Specifies the owner type. or a specific type Include File Contents Indicates if the document contents will be included in the search results.

click Back. In the Where to Search section. Click Search. use the "?" symbol. Example: To search for text or test. Knowledge Store or Resources. click Revise Search. Do one of the following: ■ To perform another advanced search. To do this. 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. Single Character Wildcard Search The single character wildcard search looks for terms that match that with the single character replaced. or tester. use the following query: te*t 148 Common Features and Personal Options User Guide .Global Search Tool 4. Example: to search for test. To perform a multiple character wildcard search. use the "*" symbol. For example. check the box of each CA Clarity PPM module you would like to search. 6. ■ To return to the Overview: General page. Global Search Techniques You can use the following techniques for performing global searches: ■ ■ ■ Wildcard characters Boolean operators Subqueries Use Wildcard Characters in Global Searches With the Global Search tool. 5. enter the following: test* You can also use wildcard searches in the middle of a term. Do not to use the "*" or "?" symbols as the first character of a search. enter the query: te?t Multiple Character Wildcard Search Multiple character wildcard searches look for zero or more characters. tests. you can perform single and multiple character wildcard searches. The Advanced Search page appears where you can revise the fields. for Areas to Search. To perform a single character wildcard search.

Example: To search for documents and forms that contain either "jakarta apache" or just "jakarta" use the query: "jakarta apache" "jakarta" or. Example: To search for "jakarta apache" and "jakarta CA Clarity PPM". OR is used. You can use the symbol || in place of the OR operator. OR OR is the default conjunction operator. "jakarta apache" OR "jakarta" or. or required. You can use the special character && in place of the AND operator. operator requires that the term after the + operator to exist somewhere in a field of a single document or form. "jakarta apache" || "jakarta" AND The AND operator matches documents in which both terms exist anywhere in the text of a single document. "jakarta apache" && "jakarta CA Clarity PPM" + (required) The +. The OR operator links two terms and finds a matching document if either of the terms exist in a document. The following boolean operators are supported: AND.Global Search Tool Use Boolean Operators in Global Searches Boolean operators allow you to perform global searches using multiple terms that are combined through logic operators. You must enter Boolean operators in all caps. and -. use the query: +"jakarta CA Clarity PPM" Chapter 9: Searches and Filters 149 . use the query: "jakarta apache" AND "jakarta CA Clarity PPM" or. OR. +. Example: To search for documents and forms that must contain "jakarta" and may contain "CA Clarity PPM". This is equivalent to an intersection using sets. which means that if there is no boolean operator between two terms. This is equivalent to a union using sets. NOT.

use the following query: \(1\+1\)\:2 The following table lists the special characters: Special Character + - Description plus sign minus sign Rule \+ 150 Common Features and Personal Options User Guide . include the following sub-query in the query: ("jakarta" OR "apache") AND "website" The above query ensures that "website" exists and that either term."jakarta CA Clarity PPM" Form Sub-queries in Global Searches Sub-queries allow you to control the boolean logic during global searches by grouping clauses with parentheses. or prohibit. Example: To search for documents and forms that contain "jakarta apache" but not "jakarta CA Clarity PPM". You can use the symbol ! in place of the NOT operator. "jakarta" or "apache". to escape the special characters in a global search for (1+1):2. use the "\" (backslash) character before the special character. For example. use the query: "jakarta apache" . use the query: "jakarta apache" NOT "jakarta CA Clarity PPM" or.(prohibit) The -. to search for documents and forms that contain either "jakarta" or "apache" and "website". may exist. Escape Special Characters in Global Searches You must escape special characters in global searches properly. Example: To search for documents and forms that contain "jakarta apache" but not "jakarta CA Clarity PPM". "jakarta apache" ! "jakarta CA Clarity PPM" The NOT operator cannot be used with just one term. This query returns no results: NOT "jakarta apache" .Global Search Tool NOT The NOT operator excludes documents or forms that contain the term after the NOT operator. To escape these characters. For example.operator. operator excludes documents or forms that contain the term after the .

Global Search Tool Special Character && || ! ( ) { } [ ] ^ " ~ * ? : \ 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 Rule \&& \|| \! \( \) \{ \} \[ \] \^ \" \~ \* \? \: \\ Chapter 9: Searches and Filters 151 .

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This section contains the following topics: Configuration Overview (see page 154) How to Configure List Filters (see page 165) Change Gantt Chart Data Display Settings (see page 170) How to Configure Time-Scaled Values (see page 173) How to Configure Graph Portlets (see page 176) Chapter 10: Page and Portlet Configuration 153 . you can use Gantt chart and time-scale value configuration options to change the way data is displayed on portlets. move. In addition. and hide the columns and fields that appear on pages and portlets.Chapter 10: Page and Portlet Configuration All of the pages and portlets in CA Clarity PPM are formatted as tables with columns and rows. The configuration options allow you to reorder. add.

You might find it more helpful to add a column that displays the resource’s role on the page as well. You may want to add fields or portlets to a page. and you can edit the filtering options and layout.Configuration Overview Configuration Overview Many pages and portlets contain lists that can be configured. the default Resource List page displays resource data by resource name. 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. You can delete fields or portlets from a page. No special programming or software knowledge is required. email address. For example. or move them to a different part of the page. ID. the Resource List filter allows you to search by resource name and ID and other factors. and resource and employee type. 154 Common Features and Personal Options User Guide . Similarly. Several options are available to change the appearance of fields and columns on a page or portlet. portlets. Pages.

portlets. and Filter Layouts Use the Configure: List Column Layout page to change the fields and layout of list pages. Gantt Chart Data and Layout Gantt charts also display data by time period. Fields and Page. If the portlet is unavailable for configuration. A generic system error can occur during the query. 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. Like the time-scaled value option. You can find Gantt charts on a number of pages in the application. Your administrator can secure individual portlets so that other users cannot configure field labels or make other changes. and filters. You can also access the list filter configuration options from this page. Chapter 10: Page and Portlet Configuration 155 . 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. portlet. and the kind of data displayed to a different available option. Portlet. and filter layouts Gantt chart data and layouts Time-scaled data and layouts Note: If a page or portlet contains too many columns. on the page you want to configure. Use the Gantt Chart Column Settings page to change the layout and data displayed on a Gantt chart. Use this page to change Gantt chart layout and data display.Configuration Overview You can configure page/portlet layout and graphic displays: ■ ■ ■ Fields and page. click the Actions menu and choose Configure. and aggregated fields. filters. To access this page. You must remove some columns or aggregate functions from the page or portlet layout. you can use the Gantt configuration option to change the time period displayed. the Configure option does not appear in a list of actions that you can perform. This menu is available near the top right of list pages.

and to change the data displayed to a different available option. For example. Time scale values are used on a number of portlets. Available columns are those fields that are included with CA Clarity PPM out of the box but that are not used as defaults. Change the Column Layout You can change the column layout by adding columns or removing the columns displayed. 156 Common Features and Personal Options User Guide . and by changing the sort order of the columns. Change display options (see page 161). the Resource Planning Workloads and Weekly Detail portlets display resource allocation data by week. time period cells). The Available Columns field lists the names of additional columns that you can add to the page or portlet. Use the Time Period Settings page to change the layout and data displayed on portlets with time scaled values (that is. and those custom-made by your CA Clarity PPM administrator. Change column names or edit display properties (see page 158). Use the Layout section of the page to add and remove columns. How to Configure List Pages and Portlets You can configure list pages and most portlet pages by doing the following: ■ ■ ■ ■ ■ Change the column layout (see page 156). Add aggregation rows. You can use the time-scaled value option to change the time period to months or quarters.Configuration Overview Time-Scaled Data and Layout Time-scaled value graphs display data in cells that represent time periods. Add and Remove Columns You can add or remove columns from a page using the Configure: List Column Layout page. Change aggregation row properties (see page 164). The Selected Columns field lists the names of the columns that appear on the page portlet by default.

For each Sort By field. choose "External ID" from the Column drop-down for the First "Sort By" Field. where you can view the changes you made. click the Actions menu and choose Configure. Click Save and Exit to return to the page or portlet you started from. select the direction of the sort type. Click Save and Exit to return to the page or portlet you started from. ■ 3. To remove a column from display. The Configure: List Column Layout page appears. 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. you might want data to be listed by ID rather than by object name. Do one or both of the following: ■ To add an available column. Your choices are "Ascending" and "Descending". On the list page you want to configure. list pages are configured to display data by object name in ascending order. For example. ■ 3. For example. 2. On the page you want to configure. and then choose "Priority" from the Column drop-down for the Second "Sort By" Field. where you can view the changes you made. Chapter 10: Page and Portlet Configuration 157 . The Configure: List Column Layout page appears. complete the following fields: ■ Next to each Sort By field. resources and roles are listed in alphabetical order by resource or role name. Do this for each of the fields by which you want to sort. In the Column Sorting section of the page. Use the sort order option to change the order in which the columns display data.Configuration Overview To add or remove columns from display 1. to sort first by ID then by priority. 2. click the Actions menu and choose Configure. 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. For example. Change the Column Sort Order By default. choose the name of the column by which you want to sort from the Column drop-down. To change column sort order 1.

You can change this page to display only available columns. 1. The Configure: List Column Fields page appears. click the Fields link. the Configure: List Column Fields page lists the names of the default columns for a page or portlet (referred to as selected). 4. Click Go to refresh the page to display the type of columns you selected. From the Display menu. click the Actions menu and choose Configure. click Fields. 158 Common Features and Personal Options User Guide . choose Configure. choose the type of columns you want to appear on the page." which displays both selected and available columns. The Column Label fields display the names of the columns on the page or portlet you started from. To select the display columns On the page you want to select display columns. The Configure: List Column Layout page appears. The Configure: List Column Layout page appears. Modify the column name to the new name. Click Save and Exit to save your changes and view the new labels on the page or portlet you started from. Change Column Names To change a column’s name 1. Your other choices are "Available" and "All. 3. From the content menu. The Configure: List Column Fields page appears. Select Columns to Display By default. Available columns are those columns that come with CA Clarity PPM out of the box but do not appear on pages or portlets until you or your CA Clarity PPM administrator configures them to do so. 2. 2. From the Actions menu on the page or portlet you want to change. Selected columns appear by default. or both available and selected columns. 3. and to edit column display properties.Configuration Overview Change Column Names and Edit Display Properties Use the Configure: List Column Fields page to change the column names on a page or portlet. From the content menu.

The Configure: List Column Fields page appears. choose Configure. Displays the field as a column graph Bar Graph. The Column Label fields display the names of the columns on the page or portlet you started from. 2. click the Fields link. Display Type Specifies the way in which you want data to display in this column. are view-only. Displays the field as a bar graph. Click the Translate icon if you want to display the label in a different language. Chapter 10: Page and Portlet Configuration 159 . 4. Clear this check box to hide the column name. Displays the field as a number Percent. Click the Properties icon next to the desired column’s name.Configuration Overview Change Column Properties You can change a number of display options for each column that appears on the page or portlet you started from. From the content menu. Displays the field as a value with a percent sign (for example. which displays the name of the column. To change column display properties 1. Complete the following fields as needed: Column Label Defines the column label. and the Data Type field. Values: – – – – – Number. Show Column Label Indicates if the name of column will display on the page. The List Column Field page for that column appears. Displays the field as a calculated value (100 x field value) with a percent sign (for example. which displays the type of data the column displays. 3. . The Configure: List Column Layout page appears. 34% or 3400%) Column Graph. From the Actions menu on the page or portlet you want to change.34% or 34%) Calculated Percent. The Attribute field.

in percentages. defines the secondary value to appear with the column data.Configuration Overview Decimal Places Specifies the number of decimal places you want any numbers in the column to have. If the value selected in the field is not zero or if a value is not selected. Column Width Defines the relative column width. the text in the corresponding Link field appears as text only. If left blank. 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. Allow Word Wrapping in Column Header Indicates if the column label can wrap. 5. indicates if the linked page opens as a pop-up. Default: 2 Secondary Value If you want to display stacked data in the column cells. Allow Word Wrapping in Column Indicates if all text in this column’s cells can wrap. This field applies only when the Link field has a value selected. Click Submit to view your changes and return to the Configure: List Options page. the column width is system-calculated relative to the width of the other columns on the page. If this check box is clear. 160 Common Features and Personal Options User Guide . Alignment Specifies the location of the column on the page or portlet you started from. Link Specifies the page in which to link to. Default: cleared. The list of available pages are those that are relevant and related to the column name. If the value of the attribute selected equals zero. the value selected in the Link field appears as a hyperlink. Open as Pop-Up If you make the column name a link. the link takes you directly to the page.

The Configure: List Column Layout page appears. When you are finished. choose Configure.Configuration Overview Change Display Options of List Pages Use the Configure: List Options page to: ■ ■ ■ Change the way mouseovers appear in a column. 4. where you can view the changes you made. If you choose "Risk". Display secondary values (even if they are null). From the content menu. Open a list page. 3. and from the Actions menu. Mouseovers refer to the text that sometimes appears when you scroll over data in a cell. each row in the list is highlighted that contains a risk symbol. The Configure: List Options page appears. 2. Click Save and Exit to return to the page or portlet you started from. Chapter 10: Page and Portlet Configuration 161 . To change the display options of a list page 1. Default: Mouseover only. Change the number of rows you want to appear 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. click the Options link. Show Null Secondary Values Indicates if secondary values will display even if they are null. Use red-lining to compare list column values with their secondary values (if any). which means that text displays in a small note when you scroll over certain cells. 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. 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. Click Cancel to return to the previous page or portlet without saving. do one of the following: ■ ■ ■ Click Save to remain on the page or portlet.

For example. You can review aggregate data from the Configure: List Aggregation page. From the Actions menu on the page or portlet you want to change. Example: If the column is titled Allocation. you could add an aggregation cell to the end of a Risk column that would show the total number of projects at risk in that list. The Configure: List Column Layout page appears. To add an aggregate row to the grid 1. The current name of all of the columns on the page or portlet you selected is displayed in the read-only Column fields. 3. choose Configure. The Aggregation Row Properties page appears. 162 Common Features and Personal Options User Guide . on the Project: Baseline page. Show Indicates if the aggregation row will display on the page. The variance row shows the difference between two rows and is available when you show exactly two aggregation rows. choose "Allocation Percentage" from the drop-down. The Configure: List Aggregation page appears. Attribute Specifies the attribute that relates to the value you want to display in the field on the row. or a standard deviation. 4. 2. You can also add multiple aggregation cells on a page to compare totals for multiple columns.Configuration Overview Add Aggregation Rows Aggregation rows let you view statistical data for an attribute or compare data to another attribute. From the content menu. click the Aggregation link. you could add an aggregation cell for the Budgeted Cost of Work Performed (BCWP) and Actual Cost of Work Performed (ACWP) columns and compare totals for the two. an average. Use the Aggregation Row Properties page to add aggregation cells to the bottom of columns on list pages. Complete the following fields as needed: Label Defines the label for the row. Click New. You can configure the aggregation cell to provide a sum of all of the items in the row. Or you could add an aggregation cell at the end of a % Complete column to sum up the total percent complete of all the project tasks on the page. Aggregation cells provide a total for all of the items in a column. For example. such as "Total" or "Average".

If Resource B is allocated 128. you see . and you select the Sum function.696). Values: Sum. The function selected specifies the type of calculation that you want to perform on the attribute. The Configure: List Aggregation page appears.70 (after rounding). The sum is totaled prior to rounding each resource (. Chapter 10: Page and Portlet Configuration 163 . Click the row you want to move.58 hours or FTE of . Minimum. 2.047.696. Standard Deviation. When you add another row. The Reorder Aggregation Rows page appears.Configuration Overview Function Specifies the aggregation function for each column’s aggregation row. Click Exit to view the aggregate row on the page or portlet you started from. select the row you want to move.05 (after rounding). 6. then rounding is applied .0 hours or FTE of . For example. 1. 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). then use the Move Up (up arrow) or Move Down (down arrow) arrows to move them ahead or behind another row. Average. Count. Reorder Aggregation Rows After creating multiple aggregation rows. This returns you to that page or portlet where you can see how the new row looks and works.047 plus . you may want to reorder their appearance on the page or portlet. or Variance If FTE is selected as the work effort unit of measure. if you set the timescale to two decimal places and if Resource A is allocated 8. Click Submit. you see . 5. Maximum. then click Reorder. you can choose to show the variance between the two columns. To reorder aggregation rows On the Configure: List Aggregation page. The newly added row displays in the list. Click Submit.

The Configure: List Column Layout page appears. Change the following fields as needed: Label Defines the name of the aggregation row label. select Configure from the Actions menu. To hide an aggregation row 1. From a list page you want to change aggregation row properties. This saves your action and hides the row from view. Select the row you want to remove. The row is removed from the Configure: List Aggregation page. The Configure: List Aggregation page appears. Click the Translate icon to display the label in a different language. 2. To change aggregation row properties 1. 4. Change Aggregation Row Properties You can change a number of display options for each aggregation row that appears on the list page from which you started. Remove the check mark from the Show field next to the row’s name. 2. Click Save. 2. You can return to the Configure: List Aggregation page and select the Show field to make the row reappear on the page or portlet. The Aggregation Row Properties page for that row appears.Configuration Overview Remove Aggregation Rows To remove an aggregation row 1. Show Indicates if the aggregation row will display on the page. Click the Properties icon next to the row’s name. 3. 164 Common Features and Personal Options User Guide . Click Remove. but hide it from view on the page or portlet you created it for. On the content menu. Hide a Row from View You can keep a row on the Configure: List Aggregation page. click Aggregation. You can change the display name of the row and the columns that are aggregated and displayed.

The function selected specifies the type of calculation that you want to perform on the attribute. Minimum. You can split those up between the Selected right and left columns if desired. Count. 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). they may all be listed in the Selected (Left Column) field. Average. Available fields are those fields that are included with CA Clarity PPM out of the box but that are not used as defaults. 5. Standard Deviation. Change filter field names and display properties (see page 167). You can do the following to configure filters for list pages: ■ ■ ■ ■ Add and remove list filter fields (see page 166). Change field setting display options (see page 167).How to Configure List Filters Attribute Specifies the attribute that relates to the value you want to display in the field on the row. Change field properties (see page 169). The Available field displays a list of the available field names that you can add to the page or portlet. Chapter 10: Page and Portlet Configuration 165 . or Variance. Function Specifies the aggregation function for each column’s aggregation row. Example: If the column is titled Allocation. How to Configure List Filters Use the Configure: List Filter Layout page to configure the layout of list filter fields. choose "Allocation Percentage" from the drop-down. Maximum. Values: Sum. Click Submit to view your changes and return to the Configure: List Options page. and those that are custom made by your CA Clarity PPM administrator. If the number of fields displayed in a filter section are small.

The Configure: List Column Layout page appears by default. 2. the link’s name changes to [Collapse Filter]. Select Layout under List Filter Section on the content menu. the Timesheets page or the Resource List page. Make the following changes. For example. Add and Remove List Filter Fields To add or remove fields from a list filter 1. ■ ■ ■ 4. If the filter fields are not displayed. 166 Common Features and Personal Options User Guide . select it and click the Move Right (right arrow) beneath the Selected (Left Column) field.How to Configure List Filters Access List Filters Filters sections always appear at the top of list pages. To access a list filter 1. You can configure filter fields when the filter is either collapsed or expanded. The Configure: List Filter Layout page appears. select Configure from the Actions menu. From a list page you want to add or remove list filter fields. as desired: ■ To add an available field to the filter. select it and click the Move Up (up arrow) or Move Down (down arrow) arrows next to the field until the field appears where you want it in the list. Once you expand the filter. Click Save and Exit. select the name of the field you want to remove in one of the Selected Columns fields and click the Move Left (left arrow) as needed to move it to the Available Columns field. 3. Click the [Expand Filter] link to display all of the filter fields. the filter has been collapsed. select the name of the field you want to add in the Available Columns field and click the Move Right (right arrow) to move it to the Selected (Left Column) field. To change the order of the fields in one of the Selected columns. To move a field from the Selected (Left Column) field to Selected (Left Column) field. 2. Go to the list page you want to filter. To remove a field from the filter.

Change the fields to display and edit By default.How to Configure List Filters Change List Filter Field Display Settings To change list filter field display settings 1. its fields are hidden. Translate Specifies the language to display the title. complete the following fields: Section Title Defines the name of the filter. Available fields are those fields that come with CA Clarity PPM out of the box but do not appear in a filter until someone configures them to do so. The Data Type field is a read-only field that displays the field’s data type. The Configure: List Filter Layout page appears. From a list page you want to change list filter field display settings. The Attribute field is a read-only field that displays the system name of the field. all of its fields are displayed. select Configure from the Actions menu. The Filter Label fields display the names of the fields on the list page you started from. 2. You can change this page to display only available fields. or both Available and Selected fields. The Configure: List Column Layout page appears by default. When the filter is expanded. Change List Filter Field Names and Display Properties Use the Configure: List Filter Fields page to change the filter field names. 3. and to edit field display properties. Chapter 10: Page and Portlet Configuration 167 . When it is collapsed. Default Filter State Specifies if the default filter state is expanded or collapsed. In the Settings section. Allow Power Filter Indicates if users can create and use power filters. 4. Click Save and Exit. Select Layout under List Filter Section on the content menu. the Configure: List Filter Fields page lists the names of the default filter fields (referred to as selected).

In the Display field. The Configure: List Column Layout page appears. 3. choose the type of fields you want to appear on the page. Select Fields under List Filter Section on the content menu. 2. enter a new name. From a list page you want to change the names of the fields that appear in the filter. Your other choices are Available and All. Selected fields appear by default. and click Save and Exit. which displays both Selected and Available fields. select Configure from the Actions menu. In the field that contains the label you want to change. 3. The change display options appear in the Display field. From a list page you want to change the type of fields to display and edit.How to Configure List Filters To change the type of fields to display and edit 1. Your changes are saved. The Configure: List Filter Fields page appears. 168 Common Features and Personal Options User Guide . 2. The Configure: List Column Layout page appears. Select Fields under List Filter Section on the content menu. Change Filter Field Names To change the names of the fields that appear in the filter 1. The Configure: List Filter Fields page appears. select Configure from the Actions menu. The new labels are displayed on the filter page you started from.

Click the Translate icon to display the label in a different language. Click the Translate icon if you want the hint to appear in a different language. but can hidden.How to Configure List Filters Change List Filter Field Properties You can change a number of display options for each field that appears on the list page from which you started. Required in Filter Indicates if this field is required. Select Fields under List Filter Section on the content menu. 2. Click the Properties icon next to the field’s name you want to change. This text will appear below the field name in the filter. Tooltip Defines a short tip for this field. From a list page you want to change fields display properties. Read-Only in Filter Indicates if this field is a read-only in the filter. Hidden in Filter Indicates if this field is not visible in the filter. 4. The Configure: List Column Layout page appears. select Configure from the Actions menu. Change the following fields as needed: Filter Label Defines the name of the filter label as needed. Click the Translate icon if you want the hint to appear in a different language. or a check box. Display Type Indicates if the field will display with a drop-down menu from which users select a menu option. Chapter 10: Page and Portlet Configuration 169 . The Configure: List Filter Fields page appears. Use the List Filter Field page to a change list filter field’s properties. Default Indicates if default fields are available on the filter. 3. Hint Defines a short instructional or informational sentence for this field. The List Filter Field page for that field appears. To change field display properties 1.

choose Configure from the Actions menu. Click Submit. 5. The Configure: List Column Fields page appears. Change Gantt Chart Data Display Settings Use the Gantt Chart Column Settings page to configure Gantt charts. You can select a particular date. By default. 170 Common Features and Personal Options User Guide . which spans multiple columns. Default: Weekly Schedule Column Width Defines the percentage of the column’s total width should be given to the Gantt columns. 4. You can also change the time configurations that display in the chart. To change the way data displays in the Gantt chart 1. Click the Properties icon next to the Gantt column label (for example. Change the following Time Scale settings on this page as needed: Start Date Specifies the type of start date that begins the column spread. The Gantt Chart Column Settings page appears. Change the following General settings on this page as needed: Column Label Defines the name for the main column header. The Configure: List Column Layout page appears. From a page or portlet that contains a Gantt chart. Gantt charts can be found on a number of pages. by default). the primary bar. Allow Word Wrapping in Column Header Indicates if you want text in the column label to wrap. The steps for changing Gantt chart settings are the same when starting from any page with a Gantt chart. 3. Gantt charts display only one bar.Change Gantt Chart Data Display Settings 5. Select Fields from the content menu. or a rolling date such as Start of Previous Month. Show Column Label Indicates if the name of the column will display on the page or portlet. the Gantt column label can be "Weekly Schedule"). and can add a secondary bar to display complimentary or contrasting data. You can change the data displayed in that bar (Total Effort. 2.

If you choose a Progress Through Date Attribute. Start Date Attribute Defines the start date of the primary bar display. If selected. Values: Total Effort. Default: task finish date Milestone Attribute Specifies the attribute to designate a milestone. Change the following Primary Bar settings as needed: Item Name Attribute Specifies the type of data to display in the primary bar. and Cost Information. 6. weekly. Baseline. etc. Month. If this field contains a non-zero value.) by which data displays. monthly. Color Attribute Specifies the color for the primary bar. or Week.g. Show Group Header Row Indicates if the timescale will display above the Gantt bar. The default start date is the task start date. Default: Total Effort.Change Gantt Chart Data Display Settings Time Scale Specifies the time period (e. You must enter a Start Date first. Number of Time Periods Defines the number of time periods you want to see displayed. quarterly. it overrides the Progress Percent Attribute. Chapter 10: Page and Portlet Configuration 171 . Actuals. Finish Date Attribute Defines the finish date of the primary bar display. Progress Through Date Attribute Specifies the attribute to define when to stop drawing the black overlay line that indicates how much work is complete. Enter a positive or negative number of time periods into the field. the Gantt chart displays a diamond. you must select Year. Quarter. Time Period Offset Shifts the beginning of the Gantt bar relative to the Start Date. Progress Percent Attribute Defines the percentage used to move the progress line relative to the bar’s length.

Values: Actuals. baseline. it overrides the Progress Percent Attribute. and cost information Start Date Attribute Defines the start date of the secondary bar display. 8. Click Submit. Default: task finish date. Default: task start date.Change Gantt Chart Data Display Settings Show Mouseover Defines the information you want to display in a text note when the mouse scrolls over an area of the Gantt chart. 172 Common Features and Personal Options User Guide . Progress Percent Attribute Defines the percentage used to move the progress line relative to the bar’s length. Progress Through Date Attribute Specifies the attribute use to stop drawing the black overlay line that indicates how much work is complete. 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. Show Mouseover Defines the information you want to display in a text note when the mouse scrolls over an area of the Gantt chart. If you choose a Progress Through Date Attribute. 7. Finish Date Attribute Defines the finish date of the secondary display.

Note: See the Administration Guide for more information. choose Time-scaled Value from the Actions drop-down. You can do the following: ■ ■ Change time periods (see page 173). etc. or a rolling date such as Start of Previous Month.How to Configure Time-Scaled Values How to Configure Time-Scaled Values Time-scaled values are used in portlets that display data by time periods. Time-scaled values are used on a number of portlets including most of the resource planning portlets. Time Scale Select the time period (e. monthly. Change column settings (see page 174).g. Chapter 10: Page and Portlet Configuration 173 . You can select a particular date. quarterly. The steps for changing time-scaled value settings are the same when starting from any page that contains these values. Click Submit. Change Time Periods on Portlets You administrator can configure additional time scale values. Number of Time Periods Enter the number of time periods you want to see displayed. 3.) by which data displays. From a portlet that contains time-scaled values. 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). Your changes are saved. 2. To change the time period settings on a portlet 1. weekly. The Time Period Settings page appears. Change the following settings as desired: Start Date Select the type of start date that begins the column spread.

Decimal Places Select the number of decimal places you want to use in numeric displays. Click Fields in the content menu. Allow Word Wrapping in Column Header Select this field to allow words to automatically wrap in the column header. The relevant. Display Type Select Number. Column Label Enter the label you want to display above the time scale column. The Time Scaled Value Column Settings page appears. The Configure: List Column Fields page appears. Click the Properties icon in the row that represents the column you want to configure. 4. 3. The default is two. From a portlet that contains time-scaled values. Select ―All‖ from the Display drop-down. related pages are listed in this field for you to select. To configure column settings for time-sliced values 1. or Column Graph from the drop down list. then edit the labels of the columns you want to update. Change the following settings as desired in the General section: Value Attributes Select the primary values you want to display in the time period cells. Link You can make the data in the column work as a link to another related page. Allow Editing 174 Common Features and Personal Options User Guide . choose Configure from the Actions drop-down.How to Configure Time-Scaled Values Configure Column Settings This procedure explains how to configure column settings for time-sliced values in a single column in a list display. The Configure: List Column Layout page appears. 2. Secondary Value If you want to display stacked data in the column cells. The column represented by the row must have a Display Type of "Time Scaled Value". choose a secondary value to appear with the column data. Bar Graph.

or Week (if you want to display a time scale above a Gantt bar).How to Configure Time-Scaled Values Select this check box to enable edit mode (from the Actions menu) and allow editing of the values that display in the column. Show Group Header Row Select the check box and select the Year. 6. Quarter. Semi-Month. 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. Show Column Label Select this check box to label the virtual column that displays time-sliced values. quarterly. 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). Time Scale Specifies the time period (e. or a rolling date such as Start of Previous Month. weekly. Month.g. Chapter 10: Page and Portlet Configuration 175 . Number of Time Periods Defines the number of time periods you want to see displayed. monthly. Show Legend Column Select this check box to label the individual values that display stacked in the column. Click Submit. 5. and so on) by which data displays.

if consistent colors is currently not applied to a graph. Once you log out. Conversely. then as a default. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. 176 Common Features and Personal Options User Guide . To Temporarily Apply or Remove Consistent Colors from a Graph 1.How to Configure Graph Portlets How to Configure Graph Portlets If your CA Clarity PPM administrator has enabled the option Use Consistent Graph Colors at the system level. Temporarily Apply or Remove Consistent Colors Usage from Graphs If the Use Consistent Graph Colors option is enabled at the system level. more than one data set displays the same color). you can toggle between applying and not applying consistent colors at the graph level. you can toggle to the ―Default Colors‖ (that is. Click the Actions menu for a graph portlet. If consistent colors are currently applied to a graph. This gives you flexibility when the colors assigned to the graph make it unreadable (for example. non-consistent colors) option in the Actions menu. these changes are lost. 2. To make the changes available outside a session. The changes you make at a graph portlet level during a CA Clarity PPM session are only available in that session. Select Consistent Colors or Default Colors depending on the setting (Default or Consistent) that is currently applied to the graph. Enabling the usage of consistent graph colors at the system level allows you to do the following at the graph portlet level: ■ ■ Enable consistent colors on a temporary (per session) basis (see page 176). Configure a consistent color key and consistent colors usage (see page 177). you can toggle to the ―Consistent Colors‖ option in the Actions menu. Toggling between color states is useful when graphs with multiple metrics are used and the legend displays only one color. all graphs are set to use the consistent color option. you can change this default setting at the individual graph portlet level. you must configure the graph portlet. However.

your CA Clarity PPM administrator must make the change using Studio. 2. Select Yes or No from the Use Consistent Colors drop-down menu. The Configure Options page appears. In the Options section. Use a consistent color key when assigning colors to that graph portlet. you can configure a graph portlet to do the following: ■ ■ Use consistent colors in that graph portlet. Click the Actions menu for a graph portlet and select the Configure option.How to Configure Graph Portlets Configure Graph Portlets to Use Consistent Colors and Color Key If the Use Consistent Graph Colors option is selected at the system level. ■ Chapter 10: Page and Portlet Configuration 177 . Your selection will override the selection (for this graph only) at the system level. the color palette (out-of-the-box or custom) assigns colors based on this key. Once a key is selected. To configure a graph portlet to use consistent colors and color key 1. do the following and save your changes: ■ Click the Consistent Color Key drop-down and select a key. Note: To configure a graph portlet to use or not use consistent colors globally across CA Clarity PPM. The list of available keys depends on the source date of the specific graph.

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Export Dashboard Data to Other Formats You can export the contents of a dashboard or a portlet displayed in the dashboard to Microsoft Excel or PowerPoint. You can create as many dashboards and portlets as you need. The portlets can display information in graphical chart format or list format. like the Overview page. If you use the Export to Excel (Data Only) option. In addition to exporting your own dashboards and portlets. The maximum size for Export to Excel or Export to Powerpoint is 300 records. Chapter 11: Personal Dashboarding 179 . If you have more portlets than you want to show on one page. This is helpful if you are exporting data to PowerPoint for a presentation.Chapter 11: Personal Dashboarding This section contains the following topics: About Dashboards (see page 179) By Example: Dashboards (see page 183) View a Dashboard (see page 184) Export a Dashboard (see page 185) Export a Portlet (see page 186) How to Set Up a Dashboard (see page 187) About Dashboards You can create portlets that show the information you want to see and place the portlets on your personal dashboard for viewing. If a page can be exported. The exported data appears in Excel or PowerPoint the way that the data appears in CA Clarity PPM. there is no limit to the number of records that can be exported. some CA Clarity PPM pages that contain portlets. You can fit the exported data to a page. you can create a tabbed dashboard for additional pages. can also be exported. You can also choose to place each exported portlet on a separate page. the Actions menu will have the export options available. rather than having all portlets fitted onto a single page as they might appear in a dashboard.

Two options are available for sharing: ■ ■ View. If you share your dashboard with another user. As the creator. you are given the ability to view and manage the dashboard. The changes remain in the user's copy until the owner of the dashboard or a user with manager rights publishes changes. This option allows a user to view the dashboard. The changes apply only to the user's version and are not viewed by others. This option allows a user to view and make changes to the dashboard properties and publish the changes to all shared versions. Manager. You can choose to share the dashboard with other users. you are automatically listed in the shared users list for the dashboard. or OBS groups in your organization. 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. groups. which overwrites all personalized changes. 180 Common Features and Personal Options User Guide . Give this privilege to only a few trusted users. the dashboard also appears in the shared user's personal dashboard list where it can be selected and viewed.About Dashboards Share Dashboards When you create a dashboard.

Navigate The access rights are global. If you do not have access rights to view project information. The following access rights are required to work with dashboards and portlets: ■ ■ ■ ■ Dashboard .Create Portlet . having access to a dashboard does not automatically give you access rights to the project information. Dashboard and Portlet Page Comparision Dashboard and Portlet Page Comparison The following table shows how a dashboard and a portlet page compare in terms of CA Clarity PPM functionality. you must have access rights to the information displayed in a dashboard. If you have the appropriate access rights for stock CA Clarity PPM system portlets.Create Dashboard . In addition to the right to create and use a dashboard. if you want to show project information in a dashboard. Functionality Exported Output Dashboard ■ ■ Fit to page One portlet per slide or sheet Portlet Page ■ Fit to page Sharing with specific users Page type Yes No ■ ■ Page with tabs Page without tabs 2-column templates ■ ■ ■ Page with tabs Page without tabs 2-column templates Portlet layout ■ Chapter 11: Personal Dashboarding 181 . you must have rights to the project. The navigate rights provide access to the Dashboards and Portlets links in the Personal menu. For example.About Dashboards Access Rights for Dashboards Access rights to work with dashboards must be assigned to you by a CA Clarity PPM administrator. If you share a dashboard.Navigate Portlet . The create rights allow you to create a new dashboard or portlet. the person you with whom you share must also have the right so see the shared information. you can select and use these portlets for your dashboards.

About Dashboards Functionality Dashboard ■ 3-column templates Portlet Page ■ ■ 3-column templates Row layout 182 Common Features and Personal Options User Guide .

Before each weekly team meeting. She adds a filter for the dashboard that gives her the ability to filter information for all of the portlets at the same time. Stan adds the following portlets: ■ ■ Team Members Bugs and Issues by Components Chapter 11: Personal Dashboarding 183 . Team Member 1: Karen Karen. He populates the tabs with portlets that he created beforehand and with stock CA Clarity PPM portlets to which he has access. Roberto can see two dashboards shared to him by his team manager: Security Dev Team and Weekly Time Entries. then she adjusts the layout of portlets on each tab by dragging and dropping the portlets into position on the tab's layout section. Team Member 2: Roberto Roberto. When the dashboard is complete. creates a dashboard with tabs. she views the dashboard.By Example: Dashboards By Example: Dashboards The following scenarios show how team members and a team manager might use a dashboard. and exports a copy to PowerPoint as a test. Team Manager: Stan Stan. The portlets she creates include: ■ ■ ■ ■ Project Risks Budget Resource Allocation Milestones She configures her dashboard by determining which portlets to present on each tab. she creates the portlets that will show the dashboard data. The team leader includes the PowerPoint slides in the regular team meeting agenda. a team member who is responsible for tracking project management information for multiple projects. filters for the information that she wants. From the details page of the new dashboard. a team member who does not have the right to create dashboards. navigates to Dashboards. Roberto views the Security Dev Team dashboard and sees that he has five assigned tasks and three bugs. she views the dashboard to monitor each project that she tracks and exports the results to PowerPoint. He clicks on the first task to get more details and starts working on the task. the team manager creates a dashboard with two tabs: Team Work and Team Status.

Click the name of a dashboard to open the Dashboard: Details page and click [View Dashboard].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. The My Dashboards page appears showing dashboards created by you or shared with you by other users. View a Dashboard To view a dashboard 1. 2. Click Dashboards in the Personal menu. 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. Do one of the following to view a dashboard: ■ ■ Click the icon next to a dashboard in the list. 184 Common Features and Personal Options User Guide .

hover the cursor over [Export] and select the export option from the menu that appears. Click the name of the dashboard you want to export. 2. click [View Dashboard]. To export a dashboard from the Dashboard: Details page 1. the graph displays in native Microsoft Office chart format. 4. 3. To view the dashboard before you export. If you are exporting a graph portlet. The Dashboard: Details page appears. Click Dashboards in the Personal menu. Click Open to display the file without saving or click Save to save the file.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. The dashboards list page appears showing your dashboards. Do one of the following: ■ To export from the Dashboard: Details page without viewing the dashboard. ■ The File Download dialog box appears. Chapter 11: Personal Dashboarding 185 . hover the cursor over [Export] and select the export option from the menu that appears.

Some stock portlets are restricted and cannot be exported from a dashboard.Export a Portlet Export a Portlet An individual portlet can only be exported from a dashboard that has been displayed for viewing. 2. Click Open to display the file without saving or click Save to save the file. Export to PowerPoint. If a portlet is restricted. This option exports the portlet information to Excel.This option exports portlet information to PowerPoint. including any portlet charts. 3. Display the dashboard to view the individual portlets. To export a portlet 1. including any portlet charts. In the Actions menu of the portlet you want to export. This option exports the portlet information to Excel but does not include charts. no option for exporting appears in the portlet's Actions menu. 186 Common Features and Personal Options User Guide . Export to Excel (Data Only). The File Download dialog box appears. select one of the following options: ■ ■ ■ Export to Excel.

The create page appears. 3. Share the dashboard (see page 193).How to Set Up a Dashboard How to Set Up a Dashboard Before you set up a dashboard. In addition. Click New. Complete the following fields: Dashboard Name Defines the name of the dashboard. ■ How the portlets will present information You can plan for the visual presentation of graphs or the statistical presentation that is possible with rows and columns. Chapter 11: Personal Dashboarding 187 . Create a Dashboard To create a dashboard 1. The dashboards list page appears. Click Dashboards in the Personal menu. 2. consider the following: ■ The number of portlets you plan to include This can help determine whether you need tabbed pages. consider individuals to whom you might give manager privileges for your dashboard. Create the dashboard (see page 187). Configure the dashboard by adding portlets and laying out the portlets on the dashboard: ■ ■ Dashboard without tabs (see page 191) Tabbed dashboard (see page 191) 3. ■ Users with whom you might share Some users may not have rights to the information you are presenting in portlets. Dashboard ID Defines a unique alphanumeric identifier for the dashboard. 2. This name appears on the title bar of the dashboard and in the list page for dashboards. The following process shows the basic steps for setting up a dashboard 1.

Use these portlets to filter a dashboard that contains multiple tabs and to keep the data on tabs in synchronization. 188 Common Features and Personal Options User Guide . The changes are overwritten when the owner of the dashboard or a user with administrator privileges publish new changes. Type Specifies whether the dashboard is a single page or tabbed pages. These portlets present data in rows and columns. Graph portlets (see page 210). Filter portlets (see page 220). Personal changes made to a dashboard are local to the user who makes them. Dashboard Portlet Setup When you click the Portlets link in the Personal Menu. When you add a portlet to a dashboard. 4. These portlets present data in a number of different graphical formats. These portlets present visually-rich. Click Submit. the My Portlets page appears listing only the portlets you have created. CA Clarity PPM information in real time. Grid portlets (see page 198). Personalizable Specifies whether users with whom you share a dashboard can change the copy that appears in their dashboards list. You can create the following portlets to include in a dashboard: ■ ■ ■ ■ Interactive portlets (see page 196). both the portlets that you created and stock portlets to which you have access are made available for adding to the dashboard.How to Set Up a Dashboard Description Defines the purpose of the dashboard and provides any relevant information.

In the Contents and Layout section. The following illustration shows the Dashboard:Details page for a dashboard that has two tabs. 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 . The toolbars for working with tabs and portlets are shown below the work areas. click Dashboards in the Personals menu. Chapter 11: Personal Dashboarding 189 . the New Portlet icon does not appear on the Dashboard: Details page.Create access right assigned. Mouse over an icon in the toolbar to display its purpose. then click the name of the dashboard in the list that appears. the Requirements tab is highlighted on the left and the portlets added to the tab show on the right.How to Set Up a Dashboard Dashboard Layout You must open the Dashboard: Details page to complete the dashboard layout. ■ ■ ■ ■ ■ 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.

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. When this happens. in some cases. Template Width Percentages per Row 50-50 percent 66-34 percent 25-50-20 percent 33-33-33 percent 190 Common Features and Personal Options User Guide . a grid portlet with many columns). This means. a displayed dashboard might not look exactly the way you design it in the Content and Layout section. it can exceed the space allotted to it on a row. the portlet is not truncated. but the larger size is accommodated by moving portlets to another row when the dashboard displays.How to Set Up a Dashboard Dashboard Layout Templates To lay out a dashboard. The following table shows the templates available for dashboards. If a portlet is large (for example. A layout template provides a guideline for your displayed dashboard.

Select the check box for each portlet you want for the dashboard and click Add. you must designate the Type as Page with Tabs to add tabs to the dashboard. you cannot add a tab. The procedure assumes the dashboard and portlets are already created. Use the Tabs section to manage the tabs for the dashboard. 2. 6. Arrange the portlets in the order you want by dragging and dropping. Click Save. Removes a tab from the dashboard. Chapter 11: Personal Dashboarding 191 . If this option was not selected at creation.How to Set Up a Dashboard Configure a Dashboard Without Tabs This procedure explains how to add portlets to a dashboard. Icon + Pencil Up arrow Down arrow Purpose Creates a new tab. The following table shows toolbar icons used in the Tabs section. 3. click the Add Portlet icon. 4. Click the icon for the layout template. You can mouseover each template in the list for the column format it represents. In the Content and Layout section. 5. Open the Dashboard:Details page for the dashboard. Moves a tab down in the dashboard presentation. The procedure assumes the dashboard and portlets are already created. Configure a Dashboard with Tabs This procedure explains how to add tabs and portlets to a dashboard. Note: When a dashboard is created. The template you select determines how many columns appear on the dashboard and the percentage of the dashboard allotted to each column. The details page appears with the portlet icons showing in the work area of the Content and Layout section. To configure a dashboard without tabs 1. A list page of available portlets appears. Moves a tab up in the dashboard presentation. Opens a tab for editing.

The changes are local to the user who makes them. Drag and drop the portlet icons into the position you want them to have on the tab. highlight the tab in the Contents and Layout section that you want to configure. Select the check box for each portlet you want to add to the dashboard and click Add. To configure a tab 1.How to Set Up a Dashboard To add a tab to a dashboard 1. The details page appears with the portlet icons for the tab showing in the layout area. With the Dashboard:Details page for the dashboard open. With the Dashboard:Details page for the dashboard open. 2. Click Submit. Tab ID Defines a unique alphanumeric identifier for the tab. click the Add Tab icon in the Content and Layout section. Description Defines the purpose of the tab and provides any relevant information. 3. 5. 6. Click Save 7. Click the Add Portlet icon in the Content and Layout section. The right pane in the Content and Layout section changes to display any existing configuration for the tab. 3. 192 Common Features and Personal Options User Guide . 2. Personalizable Specifies whether a user who can view the dashboard can personalize this tab. Complete the following fields: Tab Name Defines the name for the tab that appears on the dashboard. Complete the preceding steps for each tab you want to configure. 4. The create page appears. Click the icon for the layout template. A list page of available portlets appears.

To give a user manager rights to a dashboard 1. Click Save. select Manager from the drop-down. If a user has personalized the dashboard. Click Add. You can also allow a user manager rights. The Dashboard: Details page appears. In the Access Right column.How to Set Up a Dashboard Share a Dashboard You can share a dashboard with a user. Click the name of the dashboard you want to change and publish. 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. or OBS unit. Select check boxes next to those individuals. a group of users. groups. and OBS groups with whom you want to share and click Add. the user you share with has view only rights. 4. To set up sharing for a dashboard 1. the new changes affect every user who can view the dashboard. locate the user to whom you want to assign manager rights for your dashboard. Publish a Dashboard You must be a dashboard manager to publish changes to a dashboard. Click the appropriate tab to add a resource. those changes are overwritten by the new changes being published. 4. With the Dashboard: Details page for the dashboard open. By default. 3. This allows the user to make changes and publish the changes to all who can view the dashboard. group. when you share. To publish a dashboard 1. then click Yes to verify that you want to publish. Click Dashboards in the Personal menu. When you share. click [Sharing]. When a dashboard manager publishes. 2. On the Resources tab. the dashboard appears in the user's list of dashboards for viewing. Make any necessary changes to the dashboard and click Save. Chapter 11: Personal Dashboarding 193 . 2. 3. or an OBS group. The dashboards list page appears showing your dashboards. 3. Click Publish. 2.

2.How to Set Up a Dashboard Edit a Portlet in a Dashboard To edit a portlet in a dashboard 1. Remove a Portlet from a Dashboard If you remove a portlet from a dashboard. Click Save. Click Dashboards in the Personal menu and select the dashboard from the list that appears. The properties page appears. place your cursor on the portlet you want to edit and select Edit. right-click the portlet you want to remove and select Remove. 2. Click Dashboards in the Personal menu and select the dashboard from the list that appears. it is not deleted. To remove a portlet from a dashboard 1. 3. Make the editing changes and click Save. The portlet remains in your Portlets page list of portlets. 3. You must delete the portlet from the Portlets list page to delete it permanently. 194 Common Features and Personal Options User Guide . In the Content and Layout section. The Dashboard: Details page for the dashboard appears. The Dashboard: Details page for the dashboard appears. In the Content and Layout section.

Queries. Data providers are special programming modules that provide field information to portlets. Data providers are shown in a list for selection. A custom object created by an administrator also has a data provider. The list of data providers contains the following data provider types: ■ Object data providers. This preview of fields can help ensure that you select the correct data provider. has a data provider. Some data providers created for restricted CA Clarity PPM portlets are available for use by custom portlets. for example a project or an investment.Chapter 12: Portlets This section contains the following topics: About Data Providers (see page 195) Interactive Portlets (see page 196) Grid Portlets (see page 198) Graph Portlets (see page 210) Create a Filter Section for a Grid or Graph Portlet (see page 219) Filter Portlets (see page 220) About Data Providers You must select a data provider for each portlet you create. Each object. When you select a data provider. the fields the data provider supplies are shown. System data providers. Queries created by a CA Clarity PPM administrator for custom portlet creation also appear in the list of available data providers. ■ ■ Chapter 12: Portlets 195 . All available system data providers appear in the list.

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. To personalize a page with an interactive portlet 1. This procedure assumes that the interactive portlet has already been created. 3. For example.Interactive Portlets Interactive Portlets Interactive portlets display visually rich real-time CA Clarity PPM information using Xcelsius visualizations. Typically. 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. Click Save. The Dashboard: Details page appears. Click Dashboards in the Personal menu and click the dashboard name in the list that appears. In the Content and Layout section. 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. click Add Portlet and select the interactive portlet to add. In addition to adding interactive portlets to a personal dashboard. You can also add the portlet by personalizing your Overview page. If you are adding an interactive portlet to a tabbed dashboard. sets up the data connection between CA Clarity PPM and Xcelsius. 5. or click graphical elements to open detailed information. Interactive portlets are similar to other CA Clarity PPM portlet types. 196 Common Features and Personal Options User Guide . you can add existing interactive portlets to your Overview page or anywhere you can personalize your pages. mouse over chart areas to view additional information. 2. You can add this interactive portlet to your personal dashboard. and exports the visualization as . select the specific tab for the interactive portlet in the Tabs section. The Page: Filter Content Mappings page appears. Personalize Pages with Interactive Portlets Use this procedure to add an interactive portlet to a dashboard or a dashboard tab that already has portlets added. Click the icon next to the filter portlet name. You can view interactive portlets and perform what if scenarios. This page shows the filter portlet fields listed under each portlet on the page and allows you to map corresponding portlet fields. 4.SWF files. your CA Clarity PPM administrator creates the Xcelsius visualizations.

Click New Portlet and select Interactive Portlet from the drop-down menu that appears. 3. Category Specifies the general area on which the portlet reports data. The Portlets page appears. You can edit inactive portlets and activate them later. Content Source Specifies where the data that appears in the portlet originates. 2. The Interactive Portlet: General page appears.SWF format. Note: See the CA Clarity-Xcelsius Implementation Guide for more information. To create an interactive portlet 1. This name appears on the title bar of the portlet and in the list of available portlets. Work with your CA Clarity PPM administrator to design and create the Xcelsius visualization and to help you set up your interactive portlet for real-time data transfers. Click Portlets from the Personal menu. Complete the following fields: Portlet Name Defines the name of the portlet.Interactive Portlets Create the Interactive Portlet Use the following procedure to create an interactive portlet and import the Xcelsius visualization. Description Defines the purpose of the portlet and provides any relevant information. Portlet ID Defines a unique alphanumeric identifier for the portlet. Active Indicates the portlet is active and are visible to users. Default: Selected Chapter 12: Portlets 197 . You must have access to the Xcelsius visualization exported to the Flash .

Click the Browse icon to select the . and Gantt charts. the portlet can only be added to CA Clarity PPM pages associated with that Object. If you select an Object.Grid Portlets Instance Type Specifies the type of page the portlet can be placed on. progress bars.SWF file. you can include images. filters. time scaled values that show changes over time.swf) Specifies the . If you select General. 4. 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. aggregated fields that combine data. Click Submit. If this occurs. The Xcelsius visualization is imported into the interactive portlet. Design Tip If a list portlet contains too many columns. Visualization File (.SWF file used for the interactive portlet content. 198 Common Features and Personal Options User Guide . 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. Do not enter or copy the file path. A generic system error can occur during the query. and aggregated fields. 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. remove some columns or aggregate functions from the portlet layout. the portlet can be added to any CA Clarity PPM page.

Portlet ID Defines a unique alphanumeric identifier for the portlet. Select a data provider and click Next. 5. Category Specifies the general area on which the portlet reports data. Note that the fields that the data provider supplies are listed below the General section.Grid Portlets Create a Grid Portlet To create a grid portlet 1. Click Previous if the data provider does not provide the fields you need. the portlet can only be added to CA Clarity PPM pages associated with that Object. 6. If you select an Object. Click Portlets in the Personal menu. If you select General. 2. The data provider list appears. 3. Description Defines the purpose of the portlet and provides any relevant information. The portlets list page appears showing portlets you have created. Instance Type Specifies the type of page the portlet can be placed on. This name appears on the title bar of the portlet and in the list of available portlets. 4. Click Next. The portlet is created and opened so that you can complete the configuration of the portlet. Click Finish and Open. Click New Portlet and select Grid Portlet from the drop-down menu. and select another data provider. the portlet can be added to any CA Clarity PPM page. The finish page appears. Complete the following fields: Portlet Name Defines the name of the portlet. Chapter 12: Portlets 199 . The create page for the grid portlet appears.

Complete the following actions in the Column Sorting section: a. 2. To determine the layout of grid portlets 1. 3. To view and edit the fields that display for a grid portlet 1. click Fields from the List Column Section content menu. To make changes to how a field displays. With the grid portlet open. 3. Click Save. or a combination of both. click Layout under the List Column Section content menu. click Options under the List Column Section content menu. Use the Show and Display fields to control what you see in the list by selecting columns.Grid Portlets Determine a Grid Portlet's Columns and Layout Use the following procedure to determine the column sort order of data that appears in a grid portlet. click the Properties icon located next to the field. With the grid portlet open. 4. The layout page appears. 200 Common Features and Personal Options User Guide . and define how virtual columns or rows that are derived from your query data appear on the grid. Select the order in which columns are sorted by selecting the appropriate field in each column drop-down list. filter options. b. With the grid portlet open. To determine grid display options 1. select columns to include in the grid by highlighting the columns in the Available Columns list and clicking the right arrow to add them to the Selected Columns list. 2. The fields page appears. You can use the up and down arrows to place the selected columns in the desired order. In the Column Layout section. You can specify how columns will be sorted. Click Ascending or Descending to determine how data is sorted within each column. select the correct option and click Go.

you might want to display both values in one cell. 3. Select Mouseover only to have no secondary value display. if you have a column called Cost and another column called Baseline Cost. For example. This helps you compare values. Chapter 12: Portlets 201 . Filter Indicates how the results appear initially. Select Show Null Secondary Values to show the secondary value even when there is no number value to show. Select Mouseover and redline to display a secondary value when a user places the pointer over a cell in a grid. the Baseline Cost also displays. Rows per Page Specifies the number of rows per page to display. To show both. Display Currency Code in Column For money attributes. Complete the following fields: Secondary Value Display Indicates the way that secondary values display in a grid cell.Grid Portlets 2. Select the check box to allow configuration. the currency code is shown in the column. Allow Label Configuration Indicates a user can make changes to a portlet's labels. This applies only when a single currency is being used. Highlight Row by Attribute Specifies the attribute whose row is highlighted when the attribute's value is not zero. however. when a user moves the pointer over a cell in the grid. you can choose Baseline Cost as the secondary value. Select the check box to allow configuration. Allow Configuration Indicates a user can make changes to the appearance of a portlet. Select the check box to display the currency code. Click Save. Select an option that indicates if you want immediate results or results provided after you set the filter. The Cost value displays as usual.

5. You can move the field to a different position in the List Column layout. The create page appears. Column Width Defines the percentage of the grid portlet that the virtual column is to occupy. Complete the following fields in the Time Scale section: Start Date Indicates the start date for the Gantt chart. With the grid portlet open. click Fields under the List Column Section content menu. Allow Word Wrapping in Column Header Indicates whether the text in the column label can wrap within the column.Grid Portlets Add a Gantt Chart to a Grid Portlet A Gantt chart is a virtual field that shows duration and progress over time. Select Gantt and click Submit. 3. Note that you can use the Show and Display fields to select the fields you want to see on the page. 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. 2. Select the check box to have the column label appear. The column settings page appears. CA Clarity PPM automatically displays new virtual fields in the far right column of the list. Select Rolling Date and select a relative date from the drop-down list. 4. Select the check box to allow wrapping. To add an Gantt chart field to a grid portlet 1. Do one of the following: ■ ■ Select Specific Date and enter a date or click the Datepicker icon and select a date from the calendar that appears. The field page appears. 202 Common Features and Personal Options User Guide . Click New. Show Column Label Indicates whether the column label appears at the top of the column list.

the Gantt chart displays a diamond. Select a field from the drop-down list. If the field contains a non-zero value. Finish Date Attribute Specifies the date field value to use at the end of the Gantt bar. Milestone Attribute Specifies the field value to use as a milestone.Grid Portlets Time Scale Specifies the time values to show across the top of the Gantt chart. the value chosen overrides the Progress Percent Attribute. Chapter 12: Portlets 203 . Select a field from the drop-down list. Color Attribute Specifies the color. You must enter a Start Date value to use this option. Progress Through Date Attribute Specifies the date field value to use to indicate when work is complete. 3D Bar Indicates whether the Gantt bar has a 3-D appearance. Select a field from the drop-down list. Select the check box to have a 3-D bar. Select a color from the drop-down list. Number of Time Periods Indicates the number of time periods to be displayed. Select a value from the drop-down list. Time Period Offset Defines the number of time periods you want to shift the beginning of the Gantt bar relative to the Start Date. If you choose a Progress Through Date Attribute. Complete the following fields in the Primary Bar section: Item Name Attribute Specifies the field name for the primary bar of the Gantt chart. Show Group Row Header Indicates whether to print the time scale value used. 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. Select a field from the drop-down list. Select the check box to show the value and select the value to be shown from the drop-down list. 6.

9. The column settings page appears. check the Show Secondary Bar box and complete the fields in the section. Click Save. With the grid portlet open. Select Image and click Submit. Add an Image to a Grid Portlet You can add an image that links the user to another page. 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. Select the check boxes of the items listed that you want to appear. To add an image field to a grid portlet 1. In the Show Dates on Primary Bar section. 204 Common Features and Personal Options User Guide . Click New. the page for the project's document manager functions appear. Select a value from the drop-down list. CA Clarity PPM automatically displays new virtual attributes in the far right column of the list.Grid Portlets Label for Bar Specifies the field label for the primary Gantt bar. You can move the virtual attribute to a different position in the List Column layout. The create page appears. 7. when a user clicks the Document Manager icon. 8. in a Project List Column view. 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. click Fields under the List Column Section content menu. (Optional) To display a second bar below the primary bar for comparison purposes. For example. 3. Show Mouseover Indicates the values that will appear when a user moves a cursor over the bar. 2.

Image Specifies the image to use in the grid column. 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. Link Specifies a page link that appears as a secondary value that the user can select. With the grid portlet open.Grid Portlets 4. Select the check box to allow wrapping. click Fields under the List Column Section content menu. You can move the virtual attribute to a different position in the List Column layout. Select an image from the drop-down list. 3. Chapter 12: Portlets 205 . Disable Link Attribute 5. The create page appears. Select the check box to have the column label appear. Select the check box to have the page appear as a pop-up. 2. Add a Progress Bar to a Grid Portlet A progress bar shows progress over time. Click New. Open as Pop-up Indicates whether the page appears as a pop-up. Select a page from the drop-down list. Note that you can use the Show and Display fields to select the fields you want to see on the page. Select Progress Bar and click Submit. Click Submit. To add a progress bar to a grid portlet 1. Show Column Label Indicates whether the column label appears at the top of the column list. CA Clarity PPM automatically displays new virtual attributes in the far right column of the list. The field page appears. Allow Word Wrapping in Column Header Indicates whether the text in the column label can wrap within the column. The column settings page appears.

5. Only an administrator with the appropriate rights can create a time-varying attribute. Select the check box to have the column label appear. Show Label Determines whether the name of the current stage is displayed in the progress bar. Show Column Label Indicates whether the column label appears at the top of the column list. 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. Click Submit. Select the check box to allow wrapping. Select a color from the drop-down list. Allow Word Wrapping in Column Header Indicates whether the text in the column label can wrap within the column. Select the check box to display the name. Color Attribute Specifies the color. 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. Note that as a user you cannot create a time-varying attribute. Select a field from the drop-down list. A time-scaled value is based on a time-varying attribute for which a user enters values in CA Clarity PPM. Add a Time-Scaled Value to a Grid Portlet A time-scaled value field is one that you can set up on a grid portlet that shows a value for a specific period of time. Current Stage Name Specifies the field value to use for each stage in the progress bar. Select a field from the drop-down list. Column Width Defines the percentage of the grid portlet that the virtual column is to occupy. 206 Common Features and Personal Options User Guide . The value displays below the column label.Grid Portlets 4. Current Stage Number Specifies the field value to use for the current stage in the progress bar.

Select Time Scaled Value and click Submit. You can move the virtual attribute to a different position in the List Column layout. 3. select the attributes you want to list in the column and use the arrow buttons to move the attributes to the Selected list box. or a bar graph. Display Type Specifies how the time-scaled value is to display. 4. In the Available list box. The data for the attributes displays as stacked on the page. Click New. a column 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. numbers. The column settings page appears. Select a page from the drop-down list. The field page appears. click Fields under the List Column Section content menu. The create page appears. Note that you can use the Show and Display fields to select the fields you want to see on the page. The data that displays can be in units of money. Column Label Defines the name that appears at the top of the column list in a grid portlet. CA Clarity PPM automatically displays new virtual attributes such as a time-scaled value in the far right column of the list. 2. Complete the following fields in the General section: Value Attributes Indicates the time-scaled values that are to display in the virtual column. or percentages. To add a time-scaled value to a grid portlet 1. With the grid portlet open. with the information for each time-scaled value appearing in the same virtual column. as a number. Chapter 12: Portlets 207 .Grid Portlets You can display multiple time-scaled values in a grid portlet.

Show Group Row Header Indicates whether to print the time scale value used. Select the check box to display the field label. Rolling Date. Show Column Label Indicates whether the column label appears at the top of the column list. 5. 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. This option appears only if you are selecting a time scale for a time-scaled value for a subobject. Click the Datepicker icon to chose a date. Select one of the following options: Specific Date. Click the down arrow to select a specific period of time. Select the check box to have the page appear as a pop-up. Complete the following fields in the Time Scale section: Start Date Indicates the start date for time period for the virtual-scaled value. Click the down arrow to select a relative date. Time Scale Specifies the length of time the time-scaled value is to cover. You must enter a Start Date value to use this option. Select the check box to show the value and select the value to be shown from the drop-down list.Grid Portlets Open as Pop-up Indicates whether the page appears as a pop-up. Number of Time Periods Indicates the number of time periods to be displayed. The field allows you to select a field from the master object on which to base the start date. Show Legend Label Indicates whether the field label appears next to the time-scaled value in the virtual column. 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. Use Attribute. Select the check box to have the column label appear. The field lets you select a field from the master object on which to base the time scale. 208 Common Features and Personal Options User Guide . This option appears only if you are selecting a start date for a time-scaled value for a sub-object. Use Attribute.

Complete the following fields: Label Defines the name for the aggregation row. Enter the name you want to appear. Note that all fields that you have selected for the grid portlet are present for selection but do not have to be included in the aggregation row. Select the check box to display the name. Show Determines whether the name of the aggregation row is displayed. click Aggregation under the List Column Section content menu. 2. 7. Alignment Specifies the text alignment in grid cells.Grid Portlets 6. Attribute Specifies the field value that is to be used for aggregation. To add an aggregation row to a grid portlet 1. standard deviation. You can choose maximum. The Aggregation Row Properties page appears. Add an Aggregation Row for a Number Field to a Grid Portlet An aggregation row shows statistical data for money or number fields that display in the aggregration row. count. 3. average. Complete the following fields in the Display section: Decimal Places Specifies the number of decimal places that can appear in number fields. Click Save. and variance. You can choose from a number of mathematical functions to apply to the individual fields you choose for the row. With the grid portlet open. Chapter 12: Portlets 209 . Allow Word Wrapping in Column Header Indicates whether the text in the column label can wrap within the column. Click Add. sum. The Grid Portlet: List Aggregation page appears. Select the check box to allow wrapping. Allow Word Wrapping in Column Indicates whether the text in the column can wrap within the column. minimum. Select the check box to allow wrapping.

Click Submit. Metrics Max.Graph Portlets Function Specifies the aggregation function used to calculate values for a selected field (cell) in the row. You might use various graph types to display the following types of information: ■ ■ ■ ■ ■ Pie charts that show the number of projects with low. ■ Dimensions are related data elements. Metrics are query values that can be measured. "Actual Hours" is a metric. ■ Graph Type Description One-dimensional Min. and cost per project Line graphs that show resource capacity over time Graph Portlet Types There are several graph portlet types that you can create in CA Clarity PPM. 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. ROI. If a query data also contains resource data. 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. then the data contains two dimensions.) is a dimension of data. The graph type you select should not have fewer metrics than the minimum number of metrics in your query data. For example. start date. name. For example. Use the graph type that best suits the metrics in your query data. 4. project-related data (Project ID. Graphs are best for displaying data that contains several dimensions and metrics. etc. Metrics 210 Common Features and Personal Options User Guide . Metrics Max. Metrics Multi-dimensional Min. 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.

The portlets list page appears showing portlets you have created. 3. except the greatest values appear in the largest area of the funnel. 2. Displays metrics on the 3 horizontal and vertical axes. Select a data provider and click Next. Click Portlets in the Personal menu. Displays metrics across the x-axis and y-axis. Metrics Max. like a pie chart. The create page for the graph portlet appears. Displays data points that are connected by lines along the axes. Metrics Unlimited 3 Multi-dimensional Min. 1 Column Funnel Unlimited 1 1 Not Available 1 Not Available Line Unlimited 1 1 Pie Displays the data’s dimension 1 objects in proportional ―slices‖. Click New Portlet and select Graph portlet in the drop-down menu. Note that the fields that the data provider supplies are listed below the General section. Chapter 12: Portlets 211 . 2 1 Not Available 2 Not Available 2 Scatter 2 Create a Graph Portlet To create a graph portlet 1. Also provides data points on the radius to control data point size that is based on a third metric. Metrics 1 3 Displays each dimension of the 1 data in a horizontal bar. Displays each dimension of the 1 data in a vertical bar. Metrics 1 3 Max. and select another data provider.Graph Portlets Graph Type Description Bar Bubble One-dimensional Min. Displays the data’s dimension 1 objects in proportional ―slices‖. Click Previous if the data provider does not provide the fields you need. The data provider list appears.

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. Default: Selected 9. Portlet ID Defines a unique alphanumeric identifier for the portlet. 5. Description Defines the purpose of the portlet and provides any relevant information. The values are Small. The portlet general page appears. Select the graph type and click Next. the portlet can only be added to CA Clarity PPM pages associated with that Object.Graph Portlets 4. Click Save. If you plan to create a single graph portlet on a personalizable page. If you select General. 212 Common Features and Personal Options User Guide . Base Size Specifies the base size for the portlet. you might select Small. Click Finish and Open. 7. Active Indicates the portlet is active and are visible to users. Complete the following fields: Content Source Specifies where the data that appears in the portlet originates. If you select an Object. 8. You can edit inactive portlets and activate them later. the portlet can be added to any CA Clarity PPM page. 6. Category Specifies the general area on which the portlet reports data. Instance Type Specifies the type of page the portlet can be placed on. If the portlet is to share a page with other portlets. Medium. Click Next. you might select Large. and Large.

2. The options page appears. specify the part of the graph for which you are setting options. Use the arrow buttons beside the list boxes to put the metrics into the desired order. Depending on the type of graph selected. To determine which data to display for a graph 1. Determine a Graph Portlet's Appearance The following procedure explains how to determine the appearance of a graph. Note: This procedure explains the basic procedure for all graphs. complete the following display options and click Save. Chapter 12: Portlets 213 . In the Options field. Allow Configuration Indicates a user can make changes to the appearance of a portlet. 2. To determine a graph portlet's appearance 1. click Options in the Graph Section of the content menu. The procedure assumes that the basic graph has been created. With the graph portlet open. All fields that might occur for any graph type are included but are marked by the type of graph to which the fields apply. This procedure assumes the basic graph has been created and the data that the graph is to show has been chosen. Select the check box to allow configuration. Click Save. To select data for a graph.Graph Portlets Determine a Graph Portlet's Data and Layout This procedure explains how to determine which data displays on a graph. 3. With the graph portlet open. Note: The options are entered in alphabetic order rather than the order they appear on the page. select the metrics you want included in the graph in the Available Metrics list and use the arrow keys to move the metrics to the Primary Axis Metrics or the Secondary Axis Metrics list. 3. click Source Data in the graph Section of the content menu.

For example. Column. or both axes. Crosses Opposite Axis At Defines the intersection point of the axis. Use this option with: ■ ■ ■ ■ Bar. X. Datapoint Labels Specifies the data name to be applied next to the value on the graph. Angle of First Slice Defines the position of the first dividing line. Y. X. Y axis. X axis. Bubble and Scatter. Use this option with all data types. X axis. Column. Y axis. the months are the categories and this field determines the label that appears on each one. Y axis. X axis. X axis. Use this option with: ■ ■ ■ ■ Bar. if a column graph shows five months of data with three metrics (shown as red. Line. Y axis. Axis Label Displays the metric name along the X. Use with Pie and Funnel graphs. Bubble and Scatter. Select the check box to allow configuration.Graph Portlets Allow Label Configuration Indicates a user can make changes to a portlet's labels. Line. green and blue bars). 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. X. 214 Common Features and Personal Options User Guide .

Line. Line. 15. X. and so on may be highlighted with major tick marks. Line. Bubble and Scatter. X. Bubble and Scatter. 10. Y axis. Link Specifies a page link that appears as a secondary value that the user can select. Select an option that indicates if you want immediate results or results provided after you set the filter. Y axis. X axis. X. the numbers 5. Use this option with: ■ ■ ■ ■ Filter Indicates how the results appear initially. Bubble and Scatter. Y axis. X axis. Y axis. Y axis. ■ ■ ■ ■ Bar. Column. X axis. X. that is. Logarithmic Indicates that the data points are to be plotted and shown on the axis major grid lines as a logarithmic scale. Select a page from the drop-down list. Display Units Specifies how values are rounded up. Use this option with: ■ ■ ■ ■ Bar. Column. Column. as a power of 10 rather than a regular linear scale. Y axis. Chapter 12: Portlets 215 .Graph Portlets Decimal Places Defines the number of decimal places to display for numbers. Y axis. Major Tick Marks Specifies if major tick marks appear on the axis. Y axis. X. Y axis. For example. Bar. Major tick marks are used to identify major intervals on a graph. Select a value for rounding from the drop-down list.

Bubble and Scatter. Line. X axis. Y axis. Y axis. Line. Y axis. X axis. Y axis. Y axis. Y axis. Y axis. X axis. Line. Use this option with: ■ ■ ■ ■ Bar. Bubble and Scatter. Column. Y axis. Y axis. Minor Tick Marks Specifies if minor tick marks appear on the axis. Column. Bubble and Scatter. Column. X. Use this option with: ■ ■ ■ ■ Bar. Column.Graph Portlets Major Unit Increment Defines the interval of major ticks on the axis. Y axis. Line. Bubble and Scatter. Y axis. X. X. Y axis. X. Use this option with: ■ ■ ■ ■ Bar. Y axis. Minor Unit Increment Defines the interval of minor tick marks on the axis. Maximum Value Defines the greatest value to display on the axis. X. Use this option with: ■ ■ ■ ■ Bar. X. 216 Common Features and Personal Options User Guide .

X. Other Category Threshold Defines the data point at which all records for a specified value are grouped into a category called Other. axis. Select the check box to show line markers. X. Show Axis Indicates whether the Axis line displays. Show Line Markers Indicates that data points on the graph. Bubble and Scatter. Uses with all graph types. Y.Graph Portlets Mouseover Labels Specifies the data values to show when a user moves the cursor over a graph value. Use with all graph types. Column. X. Select the check box to show lines. The standard is for an axis to go from minimum to maximum value. Line. Show Lines Indicates that lines are to connect the data points. only a line displays. Available for line graphs. X. Chapter 12: Portlets 217 . Use this option with: ■ ■ ■ ■ Bar. Use this option with: ■ ■ ■ ■ Bar Column Line Pie and Funnel Reverse Specifies that the axis goes from maximum value to minimum value. otherwise. Select the check box to display a legend. Available for line graphs. Show Legend Indicates a legend is to be displayed for the graph. Y axis. Y axis. Use this option if too many items appear on the graph. Y axis.

X. Y axis. Y axis. 1. Y axis. Use this option with: ■ ■ ■ Bar. axis. Y axis. Use this option with: ■ ■ ■ ■ Bar. X. X. Use this option with: ■ ■ ■ ■ Bar. Column. X axis. X. Y axis. Y axis. Y axis. Line.Graph Portlets Show Major Grid Lines Indicates whether major grid lines display on the graph. X. X. Y axis. Show Tick Labels Indicates whether tick labels display on the graph. X. Y axis. Y. 218 Common Features and Personal Options User Guide . Show Title Indicates that the portlet name is to display. Line. axis. X. Show Minor Grid Lines Indicates whether minor grid lines display on the graph. X. Bubble and Scatter. Y. X. Line. Show Separator Specifies that a comma is to separate values greater than 999 (for example. Y. Available for all graph types. Column. Column. Bubble and Scatter. X. Column.000). Y axis. X. Sort Column Indicates a column is to be the default sort item. Y axis. Line. Bubble and Scatter. X. Bubble and Scatter. Y axis. axis. This option is available for column graphs. Select the check box to show the portlet name. Use this option with: ■ ■ ■ ■ Bar.

Y axis. click Layout in the List Filter Section. Label Defines the name for the axis. Type Identifies the source of the information that displays on the guide. Show Label Determines whether the name of the axis displays. Bubble and Scatter. Y axis. If you are selecting a type for an X axis. axis. then complete the following fields and click Submit: Axis Specifies the axis for which guides are being set. Chapter 12: Portlets 219 . select Guides in the Options field and click New. This option is available for bar and column graphs. Y axis. Use this option with: ■ ■ ■ ■ Bar. If you are selecting a type for a Y axis. X. You can choose the fields to include in the filter section. Select the sub-type that is desired. Enter the name you want to appear. Select the appropriate option. (Optional) If you are configuring a line graph. Color Specifies the color for the guide.Create a Filter Section for a Grid or Graph Portlet Sub-type Indicates the metrics are to display as separate bars rather than a single merged bar. Select the check box to display the name. 4. X. The layout page appears. you can only select an attribute. Line. select either the fixed value or the percentage and fill in the amount. To set up a filter section for your portlet 1. X. Column. With the portlet open. Create a Filter Section for a Grid or Graph Portlet You can add a list filter section for your grid or graph portlet to find quickly information in the portlet when it is included in a dashboard. Tick Label Angle Sets the angle of a label used with tick marks. Y. X.

4. A filter portlet contains defined placeholder filter fields that are mapped to attributes in grid and graph portlets. A filter portlet can contain fields that do not display in all portlets. the following occurs: ■ ■ All portlets configured to work with the filter portlet are filtered using the filter portlet values. 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. With the portlet open. 3. Select the check box to provide the advanced search features. 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. When you configure and publish a filter portlet on a page with grid or graph portlets. click Fields in the List Filter Section. click the Properties icon next to the field. Filter Portlets Filter portlets coordinate filtering operations across portlets in CA Clarity PPM. Choose the fields you want to see listed by making a selection in the Display field. In the Layout section. To determine the properties of individual fields that display in a filter 1.Filter Portlets 2. the affected portlets still filter on the filter portlet’s values. even if the values are not displayed. When a user clicks the filter portlet's Filter button. In this case. CA Clarity PPM users can filter the page content across portlets using the portlet's fields. Default Filter State Specifies whether the filter's initial display is expanded or collapsed. enter the new information. Allow Power Filter Specifies whether the filter will provide advanced search features. 220 Common Features and Personal Options User Guide . and click Save. Filter portlet values appear in the filters of portlets on the page. 4. To change a field's information. 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. 3. Click Save and Exit. The portlet attribute must be mapped to the filter portlet field for the value to display. 2. Click Save. Use the up and down arrows to control the order inside a list box.

all the filter records for the portlet appear. The user sees the following behavior: ■ If a user clicks Show All on the portlet filter. Any portlet attribute that is not mapped does not have its value overridden. Filter from this portlet Filter portlet Result The filter portlet has precedence and determines the filter values for all portlet attributes mapped to filter portlet fields. and the result set that appears is determined by the filter criteria of the filter portlet combined with the portlet’s filter criteria of unmapped portlet attributes. ■ ■ Grid or graph portlet The portlet filter has precedence. Portlet filter Chapter 12: Portlets 221 .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. Data that displays in an individual portlet is reset. Portlets that have no mapped attributes are not affected by the filter portlet. 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.

For a filter portlet to be application level. Important! Scope for filter portlets is based on the use of the same filter portlet across pages. the fields of the most recently used filter portlet are persisted. If multiple filter portlets are present on a page. the same filter portlet must be added to each page. Filter Persistence The following rules determine which filter’s values persist as filter criteria: ■ ■ ■ If the scope of a filter portlet is page level. This is true for both page-level and application-level cases. The scope across pages is determined by the selection of the Persist option for the filter portlet to persist its filter request values and the mapping of the filter portlet fields to the attributes of portlets on the pages. Application level Filter values are shared across pages. If the scope is application level. Different filter portlets cannot be configured to share and persist filter request values. Scope of Filter Portlets You can configure a filter portlet to share filter values for the following levels in the CA Clarity PPM application: Page level Filter values are not shared across pages. the filter portlet field values persist only within that page. 222 Common Features and Personal Options User Guide . the filter portlet used last has its field values persisted across pages.Filter Portlets Filter from this portlet Result values always override the filter values of previously submitted filter portlet requests.

money. 3. 4. number. Add fields to the filter portlet: ■ ■ Add a Boolean. Add the filter portlet to a dashboard (see page 229). The following steps show how to configure a filter portlet for a page: 1. identify the following: ■ ■ All portlets that are to appear on the page Fields on each of the portlets that you want to map to the filter portlet fields For a filter portlet to work. its fields must be mapped to the appropriate fields in the portlets that provide content on the page. Create the filter portlet (see page 224). or URL field.Filter Portlets How to Set Up a Filter Portlet Before you create a filter portlet to use on a page. date. string. Chapter 12: Portlets 223 . Add a lookup or multi-value lookup field (see page 226). Determine the field layout on the filter portlet (see page 228). 2.

224 Common Features and Personal Options User Guide . The portlets list page appears showing portlets you have created. The portlet is created and opened so that you can complete the configuration. You can edit inactive portlets and activate them later. If you select an Object. Click Finish and Open. If you select General. The create page appears. 3. Description Defines the purpose of the portlet and provides any relevant information. 4. Content Source Specifies where the data that appears in the portlet originates. the portlet can only be added to CA Clarity PPM pages associated with that Object. Default: Selected Instance Type Specifies the type of page the portlet can be placed on. the portlet can be added to any CA Clarity PPM page. Click Portlets in the Personal menu. Click New Portlet and select Filter Portlet from the menu that appears. Filter portlet fields: Portlet Name Defines the name of the portlet. Active Indicates the portlet is active and are visible to users. The finish page appears. Portlet ID Defines a unique alphanumeric identifier for the portlet. This name appears on the title bar of the portlet and in the list of available portlets. 5. Complete the following fields. 6. Category Specifies the general area on which the portlet reports data. 2. Click Next.Filter Portlets Create a Filter Portlet To create a filter portlet 1.

Display Type Specifies how the field is to be used by to the user. Note that fields can vary depending on the data type selected. Field Name Defines the field name you want to appear in the filter portlet. you must enter a value in the Filter Default field. F Chapter 12: Portlets 225 . The field list page appears. Description Defines the purpose of the field and provides any relevant information. Filter Default Specifies the value that appears in the filter field as the default value. Select the check box to show the value as a percentage. With the filter portlet open. Width Defines the width of the field. Complete the following fields. Numeric Range. If the filter portlet associated with this field is published to a dashboard as the filter default. Show as Percent Indicates if the value entered in the field should be shown as a percent. this value will be applied to the portlet attributes mapped to this field. Possible values include: Browse. Click Add. Field ID Defines a unique alphanumeric identifier for the field. which is 30 pixels. The properties page for fields appears. Pull-Down. or Date Range. click Fields in the content menu. The default for date fields is 20 pixels. 2. If you leave the field blank. Text Entry. You may not see all of the fields listed.Filter Portlets Add a Field to a Filter Portlet To add a field to filter portlet 1. If you select this check box. the field receives the default. Date. Data Type Specifies the data type for the field. 3. Required in Filter Specifies that a value is required in the field when a filter request is executed.

Select the check box to hide the field in the filter. click Fields in the content menu. Read-Only in Filter Specifies that the field displays with a default value that cannot be edited by a user. The properties page for fields appears. Tooltip Provides a short message that displays when the user moves a cursor over the field. Select the check box to make the field read only in the filter. The field list page appears. Click Submit. you must provide a value in the Default Filter field. Hint Provides a short message that helps a user use the field. 4.Filter Portlets Hidden in Filter Specifies that the field does not display in the filter at runtime. 2. Click Add. If you select this field. but the default value of the field is included when a filter request is executed. Description Defines the purpose of the field and provides any relevant information. If you select this field. With the filter portlet open. Complete the following fields: Field Name Defines the field name you want to appear in the filter portlet. you must provide a value in the Default Filter field. 226 Common Features and Personal Options User Guide . Add a Lookup or Multi-valued Lookup Field to a Filter Portlet Use the following procedures to add a lookup or multi-valued lookup field to a filter portlet. Lookup fields display a drop-down or browse list from which users can select items. 3. Field ID Defines a unique alphanumeric identifier for the field. To add a lookup or multi-valued lookup field to a filter portlet 1.

or Date Range. Defines the end point of the data a user sees listed in the lookup field. If the filter portlet associated with this field is published to a dashboard as the filter default. Click the Browse icon to select the lookup list. Entry (Static dependent lookup lists only). Text Entry. The user views the list according to the display type selected. Some of the fields listed in this section may not show on your page. If you select this field. Filter Default Specifies the value that appears in the filter field as the default value. Display Type Specifies how the field is to be used by to the user. Exit (Static dependent lookup lists only).Filter Portlets Data Type Specifies the data type for the field. Date. Lookup Style Indicates how many items a user can select for the field when the lookup is executed. Lookup Specifies a list of lookup values that appears in the field for the user to choose from. you must enter a value in the Filter Default field. The fields on the page change to reflect the lookup you select and its data source (static or dynamic). Numeric Range. Possible values include: Browse. but the default value of the field is included when a filter request is executed. this value will be applied to the portlet attributes mapped to this field. Defines the starting point for the data a user sees listed in the lookup field. you must provide a value in the Default Filter field. 4. Pull-Down. Select the check box to hide the field in the filter. Click Save. Required in Filter Specifies that a value is required in the field when a filter request is executed. Chapter 12: Portlets 227 . Select a level in the Level field or click the Browse icon and select a parent lookup value. If you select this check box. Hidden in Filter Specifies that the field does not display in the filter at runtime. Select Lookup or Multivalued Lookup.

Click Submit. complete the mappings in the Lookup Parameter Mappings section. The left and right columns represent where the fields display on the portlet page. With the filter portlet open. To determine the layout fields on a filter portlet 1. you must provide a value in the Default Filter field. If you selected a parameterized lookup in the Lookup field. 5. 2. The displayed list order of fields is how the fields appear in the Section view on a portlet page. the fields display in a different order. Hint Provides a short message that helps a user use the field. In the Layout section. 6. The field is moved. The layout page appears. This section is visible only for parameterized lookups. Determine the Layout of Fields on Filter Portlets Use this procedure after you have created the filter portlet and its fields to determine the placement of the fields within the filter portlet when it is rendered on a portlet page. move the filter fields to the appropriate column list box by highlighting the fields and clicking the appropriate Move Field buttons. The field is moved within the list. click Layout in the content menu. Select the check box to make the field read only in the filter. 3. 228 Common Features and Personal Options User Guide .Filter Portlets Read-Only in Filter Specifies that the field displays with a default value that cannot be edited by a user. Change the order of the fields in the list boxes by highlighting a field and clicking the up and down arrows to move it in the list. Tooltip Provides a short message that displays when the user moves a cursor over the field. The left column is equivalent to the top row and the right column is equivalent to the bottom row on the portlet. If the Toolbar view is selected for the filter portlet. If you select this field. See the Administration Guide for more information.

the default filter state is fixed as Expanded. All filters for all tabs are listed in this section. ■ (Optional) If you are adding the filter portlet to pages and you want the values in the filter to persist when you move from one page to another. Complete the following fields in the Settings section: Render As Indicates how you want the filter portlet to appear on the published dashboard. (Optional) Select the Default option for the desired page filter default. The portlet appears in the Content and Layout section and in the list of filters in the Filters section. 4. In the Content and Layout section. The procedure assumes that the filter portlet has already been created. The Dashboard:Details page appears. Select Toolbar or Section. The procedure explains how to add the filter portlet and map the filter portlet fields to the attributes of other portlets that appear on the page. Default Filter State Indicates whether the filter portlet is to display on the dashboard as expanded or collapsed. click Add Portlet and select the filter portlet to be added. If you select toolbar. Add a Filter Portlet to a Personal Dashboard Use this procedure to add a filter portlet to a dashboard or a dashboard tab that already has portlets for content added. Click Save. Filter values will persist only across pages that use the same filter portlet. Make the following adjustments. select the Persist check box. The first filter published to the page is the page filter default unless a selection indicates otherwise. ■ Chapter 12: Portlets 229 . To add a filter portlet to a page 1. 5.Filter Portlets 4. If you are adding a filter portlet to a dashboard with multiple tabs. 3. 2. If you are adding a filter portlet to a tabbed dashboard. Click Dashboards in the Personal menu and click the dashboard name in the list that appears. the portlet appears in the All Filters across Tabs section. select the specific tab for the filter portlet in the Tabs section.

If a filter portlet does not have at least one field mapped. 230 Common Features and Personal Options User Guide . select the portlet attribute (field) that you want to map to the filter portlet field. The Page: Filter Content Mappings page appears. If you check the box for multiple attributes in a portlet. the field does not display in the filter portlet. 7. Click Save. 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. the filter portlet field and the portlet attribute must have the same lookup ID. ■ ■ ■ If you are mapping lookup attributes. for each entry. 8. This page shows the filter portlet fields listed under each portlet on the page and allows you to map corresponding portlet fields.Filter Portlets 5. If a filter portlet field is not mapped to at least one portlet attribute on the page. the filter portlet does not display on the page. Click the icon next to the filter portlet name. In the Mapping Field drop-down. 6. a blank corresponding filter portlet field for any of the attributes will cause the portlet not to appear. The values that appear in the drop-down are filtered based on the data type of the filter portlet field being mapped.

Chapter 13: Viewing and Posting Discussion Topics Users with the appropriate access rights can access Discussions from within certain objects. Chapter 13: Viewing and Posting Discussion Topics 231 . You must have certain access rights to use discussions from these locations. Note: See the Project Management User Guide for more information. Discussion allows its users to post discussion topics and reply to topics and messages. This feature is available from the following locations: ■ ■ Projects and Programs Requisitions Note: See the Resource Management User Guide for more information. This section contains the following topics: About Discussions (see page 231) How to Manage Project or Programs Discussions (see page 232) Create New Discussion Topics (see page 233) Post Messages to Discussion Topics (see page 234) Post Replies to Messages (see page 235) View Discussion Threads (see page 236) Display the Participants of a Discussion Topic (see page 237) Modify Topics and Messages (see page 238) About Discussions Use the Discussion feature to exchange ideas and communicate in a common location on subjects relevant to the participating resources.

Each topic can contain any number of threads. 232 Common Features and Personal Options User Guide . View the discussion thread (see page 236). To view this page. Message A message is the conversation part of a thread. How to Manage Project or Programs Discussions Depending on your access rights. Post replies (see page 235). Topics consist of a topic name (subject) and participants.How to Manage Project or Programs Discussions 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. Reply A reply is a response to a message. open the Projects list page. Use the Project or Program Collaboration: Topics page to access your project’s discussion topics. you can take the following actions from a Discussions tab: ■ ■ ■ Create a new discussion topic (see page 233). Thread A thread consists of a message and all of the responses to it. and click the Discussions icon for the project you would like to access discussions. 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.

The topic you created displays in the list on the Project Discussions: Topics page. open the project. To grant discussion access to all of the project’s or program’s participants. On the Projects list page. and select the Discussions tab. To view this page. Additional collaboration managers can be designated. To create a new discussion topic 1. 3. 4. The Discussion Topic: Properties page appears. By default. 2. Click New. the user who creates projects or programs is the collaboration manager. Use the Project Discussion: Topics page to create new discussion topics. The Project Collaboration: Topics page appears. Click Submit. Note: See the Project Management User Guide for more information. Complete the following fields: Topic Name Defines the name of the topic. Chapter 13: Viewing and Posting Discussion Topics 233 . click All Resources/Groups. click the Discussions icon. Default: All Resources/Groups Selected Resources/Groups Specifies the individuals who can participate in the discussion. Access Specifies the access applied to this discussion. Click the Browse icon to select the resources you want to add.Create New Discussion Topics Create New Discussion Topics Only users who are collaboration managers can create new discussion topics.

Message Text Defines the message's text. open the project. and then click the Browse icon. The Browse Resources window appears.Post Messages to Discussion Topics Post Messages to Discussion Topics Only project or programs participants with the appropriate access rights can view and post messages to discussion topics. and select the Discussions tab. Complete the following fields: Subject Defines the message's subject. The messages you post display indented beneath the related discussion topic on the Project Discussions: Messages page. Click the name of the topic to which you want to respond. from which you can select the resources you want to add. Selected Resources/Groups. To post a message to a discussion topic 1. On the Projects or Programs list page. Click the Browse icon to find and attach a document for other discussion participants to view. The Project/Program: Collaboration: Topics page appears. To locate and add specific individuals to the discussion. Values: ■ ■ All Resources/Groups. click the Discussions icon next to the project or program to which you want to post a message. Default: All Resources/Groups Attach a Document Defines the path of the document you want to attach to this message. 4. The Project/Program: Collaboration Project Discussions: Messages page appears. Access Defines the resources to which have access to this message. 234 Common Features and Personal Options User Guide . 3. 2. To add all of the project’s participants. To view this page. The Discussion Message: Properties page appears. Click New.

Click New. select the Discussions tab. This message displays in the list on the Project Discussions: Messages page beneath the topic name. Post Replies to Messages Only project or programs participants with the appropriate access rights can view and post replies to posted messages on a discussion topic. Notify Participants Indicates if discussion recipients will receive notification by email that a new discussion message has arrived for their review. Click the name of the message to which you want to reply. 3. Click Submit. participants will not receive a notification. The Discussion Reply Message: Properties page opens. When this check box is clear. To view this page. The Project Discussions: Messages Replies page appears. The replies you post display indented beneath the related message on the Project Discussions: Messages Replies page. open the project. Complete the following fields: Subject Defines the subject for your reply.Post Replies to Messages Notify Participants Specifies whether you want discussion recipients to receive an email notification that a new message has arrived for their review. To post a reply to a message 1. Message Text Specifies your reply. Attach a Document Specifies the document attachment for other discussion participants to view. 2. Click the Browse icon to attach a document. Default: Selected 5. The Project Collaboration: Topics page appears. and click the name of the message to which you want to reply. On the Projects list page. Chapter 13: Viewing and Posting Discussion Topics 235 . click the Discussions icon. 4.

To view a discussion thread for a project or program 1. Click the name of the topic to which you want to view a discussion thread. 236 Common Features and Personal Options User Guide . Use this page to view the content of messages. and replies to the message. 2. 3. open the project. Click New to respond to the message that is open on that page. including the name of the topic and any posted replies. Use the Project or Program Discussions: Messages page or the Project or Program Discussions: Messages Replies page to view discussion threads. You can view one open message or reply at a time. you can reply to a reply. Click the name of the subject to open and read it. You can view or reply to open messages or replies. click the Discussions icon. The message you created displays in the list on the Discussion: Messages Replies page. The Project or Program Collaboration: Topics page appears. Click Submit. To view this page. For example. Click the name of a message or reply to open it. You can create a new reply at any thread level. The Project or Program Discussions: Messages page appears. On the Projects list page.View Discussion Threads 5. messages. select the Discussions tab. In the Replies column. and click the name of the topic to which you want to view a discussion thread. View Discussion Threads A discussion thread consists of a topic. you can view the number of responses that have been posted to the message.

This returns you to the Discussions tab.Display the Participants of a Discussion Topic Expand and Collapse Discussion Threads You can expand the thread to view all of the replies to a message. and collapse it back up to the message level when you are finished. Expanding a thread When you expand a thread. 2. To close the View Discussion Participants window. select the message or reply whose contents you want to collapse. and click Collapse. click the Discussions icon. To expand a thread. On the Projects or Programs list page. To collapse a thread. 3. Display the Participants of a Discussion Topic To view the discussion participants 1. Chapter 13: Viewing and Posting Discussion Topics 237 . and click Expand. The Project or Program Collaboration: Topics page appears. the message or reply displays only its subject line. The View Discussion Participants window opens and displays a list of the resources who have access to that discussion. click Close. You can click the View Participants icon from the Message level as well. you can see the expanded view of the message you selected. select the message or reply whose contents you want to view. Collapsing a thread When you collapse a thread. Click the View Participants icon to the left of the topic for which you want to view participants.

Change a Resource’s Access to Discussions Use the Project Discussions: Messages page to modify the resource access at the topic and message level. all of its replies are deleted. To delete a topic or message 1. 3. On the Projects or Programs list page. The Discussion Message: Properties page (or the Discussion Topic: Properties page. 3.Modify Topics and Messages Modify Topics and Messages Once posted. 2. On the Projects list page. Click the Modify Message icon to modify a message or topic. authors can change the resources who have access to discussion topics or messages. 4. Confirm the prompt by clicking Yes. Click Submit. Select the topic or message you want to delete. When you delete a message. To change a resources access to a message or topic 1. its messages and replies are also deleted. and click Delete. The Delete Confirmation page displays. Only resources who are collaboration managers for the specified investment can delete discussion topics and messages. 2. Modify resource access as needed. The topic or message no longer appears on the Discussions tab. When you delete a topic. 238 Common Features and Personal Options User Guide . The Project Collaboration: Topics page appears. Delete Discussion Topics or Messages Only the resource who is the collaboration manager can delete discussion topics or messages. Authors cannot change topic or message or topic once it is posted. if you are modifying a topic) opens. The Project Collaboration: Topics page appears. click the Discussions icon. click the Discussions icon.

Chapter 14: Lists This section contains the following topics: Hierarchical Lists (see page 239) Actions Menu (see page 241) Hierarchical Lists A hierarchical list. like a standard list. To sort a column. click the Child column header. in hierarchical lists. The items or records in the list are displayed in levels and may have relationships to lower level items or records. if you sort the list in ascending order. For example. or configure. Chapter 14: Lists 239 . When you sort hierarchical lists. the child items inherit the sorting criteria. To reverse the sort order. When sorted. to sort the Service Hierarchy: Financial Rollup list page by investment name. filter. the parent items. Sort Hierarchical Lists You can sort the top level rows. When sorted. hierarchical lists are expandable and collapsible. Unlike standard flat lists. all levels are collapsed. For example. click the column header. A relationship exists between a parent and a child item when an item is indented to the right of and below its parent. the parent and child items are sorted in ascending order. You can sort any of the columns in an hierarchical list. click the column header again. an arrow appears in the column header. At the top level of the hierarchy is the parent and at the lowest level are the child items. Do the same to sort by any other column header. displays a list of items on a list page that you can sort.

The expanded view of the row you selected appears with a list of the child items beneath it.Hierarchical Lists Expand and Collapse Rows in Hierarchical Lists You can expand a row to view all of the child items. The collapsed view of the row you selected appears with only the parent item displaying. and collapse it back up to the parent level when you are finished. 240 Common Features and Personal Options User Guide . The page appears. Click the row’s Plus or Minus icon to expand or collapse the row’s child items. 2. 2. The page appears. Open the page containing the hierarchical list. all of these rows display collapsed. Editing cells in hierarchical lists. Configure Hierarchical Lists You can do many of the same tasks from hierarchical lists as you can do from standard flat lists: ■ ■ ■ Configuring the hierarchical list. Exporting CA Clarity PPM data in hierarchical lists to Excel. To collapse a row in a hierarchical list 1. The matching items or records include its parent and up the hierarchy to the top level item. Click the minus box next to the row whose contents you want to hide. Open the page containing the hierarchical list. any existing expanded rows collapse. To expand a row in a hierarchical list 1. Filter Hierarchical Lists When you apply a filter to an hierarchical list. Click the Plus icon next to the row whose contents you want to view.

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. Select the user action you want to take: Configure A number of fixed options are provided that you can use to change the appearance of the fields and columns on a page. you can sort list pages by multiple columns or export and view all the listed data at once in an Excel spreadsheet format. Or you may want to add fields or portlets to a page. The Actions menu is available from all list pages that allow configuration. You can delete fields or portlets from a page. To access the Actions menu from a list page 1. Open the list page from which you want to access the Actions menu. Multisort You can change the order in which data is displayed on a page by changing the sort order of the columns on the page. a list of resources). or move them to a different part of the page. Click the Actions menu near the top-right of the page. Chapter 14: Lists 241 . Use the Configure option to configure your page layout. 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. 3. 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. For example. 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. Use the Multisort option to change your page layout. Access the Actions Menu The Actions menu appears on all list pages that allows configuration (for example. 2.

Use the Export to Excel option to export data from the CA Clarity PPM page to an Excel spreadsheet. The Sort By Multiple Columns page appears. For example. you can export column and fields to Microsoft Excel. Second Field Select the column that will define the second order of the sort.Actions Menu Export to Excel To fully utilize the application and to perform statistical operations. Use this option to change time scaled values or time period cells. Data on the page will display in the alphabetical or numeric order indicated by the type of data in this column (if text. Click the Actions menu and choose Multisort. if numbers. such as SUM and AVERAGE. 2. Gantt This option appears on a page that includes a Gantt chart or time scaled values. To change the sort order of the columns 1. numeric). Change Column Sort Order You can change the sort order of the columns on list pages to sort by multiple columns. Complete the following fields: First Field Select the column that will lead the sort order. if you choose ―User Name‖ in the first field. Use this option to change the data or layout on a Gantt chart. the application will first sort the list by user name and then by ID name or number. Edit Mode You can edit some of the fields on a list page. Time Scaled Value This option appears on a page that includes a Gantt chart or time-scaled values. Use the Edit Mode option to edit the data fields on a page. Open a list page. Third Field Choose the column that will define the third order of the sort. Editable fields vary from page to page but typically include fields where you can enter data manually or select data from a list. and ―ID‖ in the second. 3. alphabetical. 242 Common Features and Personal Options User Guide .

Open a list page. To export data from a list page to an Excel spreadsheet 1. you can export column and field data from a CA Clarity PPM page containing a list to a Microsoft Excel spreadsheet. Click Submit. Open a list page containing the data you want to export. indicate the direction of the sort for that column (that is. In the list section of the page. This is especially helpful when the list extends over multiple pages in the application. 4. 3. An arrow appears next to the column’s name to indicate the direction of the sort. you can initiate a sort directly from the list page. click the column header again. make sure to do the following: ■ ■ You are exporting the returned results and have not applied any pagination. To fully utilize statistical operations within the application. The File Download page appears. click the name of a column header. For each selection you make in a Column field. ascending or descending). Open the list as an Excel spreadsheet or save it to your local desktop. Before exporting data to Excel.Actions Menu Fourth Field Choose the column that will define the fourth order of the sort. This returns you to the page you started. such as SUM and AVERAGE. you must click each pagination link. 2. To initiate a sort directly from a list page 1. Chapter 14: Lists 243 . Click the Actions menu and choose Export to Excel. In addition to the multiple sort order page. You are running Microsoft Excel. 5. Data Export The list page for an object in the CA Clarity PPM that displays a list of all filtered results. Version 2002 or higher. 2. The returned list of results can sometimes be long and span multiple pages. Data on the page is listed in alphabetical or numeric order according to the data in this field. To reverse the sort order. There is no limit to the number of rows that you can export from CA Clarity PPM to Excel. To see all of the results. 3.

one for range description. Money Two columns: numeric value and currency code. and end date. Virtual Gantt primary bar data Three columns: item name. and end date. the format settings for each column in the application are also exported to Microsoft Excel. Date Date formatting is preserved. Virtual Gantt secondary bar data Three columns: item name.Actions Menu How Data Transfers from CA Clarity PPM to Excel When you export CA Clarity PPM data to Microsoft Excel. in addition to a Gantt column header prefix to show they all belong together and are different from the primary bar. start date. not the formulas themselves. String String URL Hyperlinked string Grid columns with links If the link is an image then the column data in Excel is the image description (alternate text). Any formulas used for aggregating or comparing column values are also exported. value or range description Up to three columns: one for value (number). and one narrow column with background color if stoplights are displayed. You can expect certain changes in how data is displayed in Excel. The following list describes what to expect when exporting data from CA Clarity PPM to Excel. Formulas export actual values. stoplight. Boolean image or value Yes/No Number or formula or virtual icon column (such as image. Correct number of decimal places is preserved. start date. 244 Common Features and Personal Options User Guide . in addition to a Gantt chart column header prefix to show they all belong together.

months. and number of stages. Column header(s) If present in CA Clarity PPM. Linked pages If the column contains one document. If the column contains more than one document. Aggregation. current stage number. this value is shown. The row headers do not display. you can view the formula used for calculating the value on the Excel formula bar. the column header title uses the attribute name. a link to the document is exported.Actions Menu Virtual progress bar Three columns: current stage name. quarters. Time scale values One column for each time slice (years. or days) in addition to a Gantt column header prefix to show they all belong together. in addition to a Progress column header prefix to show they all belong together. no documents are exported. Secondary value Appears in a separate column. and variance rows The actual values or results are displayed in gray rows. weeks. Highlighted row by attribute The row is not highlighted in Excel. comparison. Chapter 14: Lists 245 . When you select an actual value or result.

Actions Menu Samples of Exported Data (Before and After) The following shows a section of the Resource list page (before exporting to Excel): The Resource list page (after exporting to Excel). Clicking a link takes you to the Resource: Properties: Main General for that specific resource. Note how the resource names appear hyperlinked. The following shows the Projects list page (before exporting to Excel): 246 Common Features and Personal Options User Guide .

Note how the risk and status indicator icons are each represented by a value and a color field. 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. Calendar. 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).Actions Menu The following shows the Projects list page (after exporting to Excel). The two highlighted rows in CA Clarity PPM do not appear highlighted in Excel. ■ Chapter 14: Lists 247 . Select an aggregation or comparison value to see the actual formula (used for calculating the value) in the Excel formula bar. and Discussions image links are replaced by texts links to those applications. Also the Document Manager.

and choose Edit Mode from the Actions menu.Actions Menu Edit Data Fields You can edit some of the data fields on list pages. click the Select All icon and then click Add. Make your changes as needed. For example. Open the list page you want to edit. 248 Common Features and Personal Options User Guide . and click Save. To edit the data fields on a list page 1. From the Actions menu. You must repeat this process on each page for which you want to select all items. Your changes are saved. choose Display Mode to return the page to display mode. 3. Note: Lists can be long and span multiple pages. 2. The page switches to edit mode and some of the fields become editable. if you want to add all items that are displayed in the list on a page. Select All Items in Lists You can use the Select All icon on standard list pages to select all items on the page before performing an action.

and Manager. This section contains the following topics: Audit Overview (see page 249) View Audit Records (see page 251) Audit Overview Audit provides a record of an object’s activity. your CA Clarity PPM administrator must set up the following: ■ Access rights. products. ideas. depending on the configuration your administrator selects. You must have the Audit Trail . ■ Chapter 15: Audit Records 249 . and deletions to any of the fields chosen. then narrows the data to be collected and stored to specific fields within the selected object. For example. For example. The addition of the object. You can view audit records of any audit-enabled feature directly from the object. your administrator might set up auditing on projects with information collected on the following fields: Name. If you do not have access rights. To see the Audit tab with information. you can view risk audit records from the project's Audit tab. For each project. Audit configuration for the object. and any updates can be captured and stored for analysis or compliance requirements. additions. Project ID. and other work. Description. the Audit tab does not appear. applications. the Audit tab shows a log of all changes.View access right to view the data on audit page. such as your resources. Stage. the audit page appears blank. If the object is not configured for auditing.Chapter 15: Audit Records Use Audit to record object activities. its deletion. Auditing is set up by your CA Clarity PPM administrator. Some audited objects can have sub-objects that are also audited. The administrator selects objects to be audited. projects.

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 250 Common Features and Personal Options User Guide .

Chapter 15: Audit Records 251 . For example. Navigate to the object whose audit records you want to view. Click the Audit tab. do one of the following: ■ ■ Select a sub-object from the Sub Object drop-down list. select the Audit tab for the project. select Projects from the Portfolio Management menu and open the project from the list. To view an Audit record for a sub-object 1. Click the Audit tab for the object. if you want to view the audit data for a specific project. To view audit records on the sub-object. Filter or browse to narrow your selections. 2. if your master object is a project and the sub-object is a risk. For example. Select the tab for the sub-object. then select the sub-object’s Audit tab to show the audit records.View Audit Records View Audit Records To view an Audit record for an object 1. 2.

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Appendix A: Crystal Reports Stock Report Descriptions 253 .Appendix A: Crystal Reports Stock Report Descriptions Stock reports are included with CA Clarity PPM out of the box. their descriptions. a prorated simple budget is used to determine the remaining forecast. The graph shows the percentage of budget at completion by investment manager. Otherwise. the forecast feature is used to determine Estimate at Complete (EAC) based on the following: (Actuals Posted + Remaining Forecast). In this section you will find a list of these reports. Amounts display in the currency that is set in the report parameter. actual. This report can be run only from CA Clarity PPM. For projects with a detailed budget. 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) Budget Forecast Analysis Report Description This report provides an analysis of budget. and the parameters to filter data. It cannot be run from BusinessObjects InfoView. and forecast costs by investment manager. the requirements needed to run the report.

Note: See the Project Management User Guide for more information. Note: See the Portfolio Management User Guide for more information. ■ Demand management. transactions must be entered and posted through financial processing. Note: See the IT Service Management User Guide for more information. To use the OBS Unit parameter to filter the report. Note: See the Project Management User Guide for more information. ■ ■ Parameters Investment Approval Indicates the status of the investments that are to be included in the report. Note: See the Demand Management User Guide for more information. Select the appropriate status from the drop-down. OBS Unit Indicates the OBS unit by which the report is filtered. ■ Financial management. Investment Manager Identifies the investment manager whose data displays in the report. For Estimate at Complete (EAC) data to display. ■ ■ ■ A simple budget. For actual costs to display. or a detailed budget must exist for data to display on this report. at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects. ■ Service management. Click the Browse icon to select the investment manager's name. projects must be scheduled and cost rates must be set up in a cost/rate matrix with the matrix assigned to the projects. Prerequisites ■ The project must be financially enabled to generate the report. 254 Common Features and Personal Options User Guide . Note: See the Financial Management User Guide for more information. Exchange Rate (Type=Average) must exist to do the calculation from investment to reporting currency.Budget Forecast Analysis Report Run this report if you work with the following: ■ Project management. a forecast. ■ Portfolio management.

Report Fields % Spent Displays the percentage of the actual budget that has been spent to date. this value is taken from fin_financials. The data is taken from the aggregated actuals posted in WIP. For more information.Budget Forecast Analysis Report Reporting Currency Defines the currency type that appears on the report for amounts and totals. see the report's SQL statement.planned_cst_total.total_cost Budget Total Displays the total amount of the budget for the investment. else it is taken from fin_financials. To select a relative date such as Start of Next Month. Start Date Defines the start date of the report. To select a specific day. % Total Budget Displays the amount spent as opposed to the amount budgeted. For more information. Calculation: (EAC / Budget Total) x 100 Database Tables and Columns: This is a calculated field. 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. Actual to Date Displays the actual amount of the budget spent to date. Appendix A: Crystal Reports Stock Report Descriptions 255 . select the Relative Date option and select the relative date that applies from the drop-down list for the field. Database Tables and Columns: ppa_wip_values. Calculation: (Actual to Date /Budget Total) x 100 Database Tables and Columns: This is a calculated field. Database Tables and Columns: If the investment has a detail budget.budget_cst_total. see the report's SQL statement.

If the investment has simple budget and has forecast cost. Database Tables and Columns: If the investment has a detailed budget. For more information. The Forecast fields must have either a detail or a simple budget entered for the investment for data to appear in these fields.000 and the project duration is 6 months. the monthly budget/forecast is 2. see the report's SQL statement.slice. Database Tables and Columns: nbi_project_current_facts.manager_first_name Plan/Budget Variance Displays the difference between the actuals budgeted and the actuals posted at completion. If only a simple budget exists. this value is taken from the slice table odf_ssl_cst_dtl_cost. the report does its slicing during the runtime based on the forecast cost. For example: If the simple budget=12.manager_last_name nbi_project_current_facts. Forecast (Months 1-3) Displays the budget forecast for selected months (1-3). Manager Displays the name of the manager whose projects are being reported on.000.Budget Forecast Analysis Report EAC Displays the estimated actuals at completion. 256 Common Features and Personal Options User Guide . the same calculation is done based on the planned cost. If the forecast cost is not present. the single budget amount is evenly distributed over the duration of the project.EAC Database Tables and Columns: This is a calculated field. Calculation: Budget Total . the forecast plan of record is used for the parameter Start Date and the totals posted in the fields. see the report's SQL statement. For more information. If a detail budget exists. Calculation: Actual to Date + Month (1 to 3) + Remainder Database Tables and Columns: This is a calculated field.

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). This report is used for auditing. all investment types. Below the summary-level presentation. Prerequisites ■ The investment must be financially enabled. Appendix A: Crystal Reports Stock Report Descriptions 257 . approved and unapproved investments (if transactions exist).Chargeback GL Account Activity Report Project Displays the project being reported on. Parameters GL-Period End Indicates the end of the reporting period for the report. depending on the option selected for the Group-By parameter (Investment or Resource). project_name Remainder Displays the remaining months where actuals have not yet been posted. but it includes the slice values remaining after month 3. Database Tables and Columns: The same as Forecast (Months 1-3). ■ ■ ■ Transactions must exist for the investment. The report includes information on the following: active and inactive investments. Click the Browse icon and select a date from the list that appears. Note: See the Project Management User Guide for more information. a detailed presentation shows transactions. The report provides different layouts. Chargeback GL Account Activity Report Description This GL-centric report provides a summary that shows debits and credits for a GL period. Database Tables and Columns: nbi_project_current_facts.

chargeback_type = ― ― THEN cbk_scaled_gl_txns. Group By Indicates how the information is to be grouped and presented on the report. Click the Browse icon and select names from the list that appears. Click the Browse icon and select a start time from the list that appears. which may split the total transaction cost between accounts. Investment Indicates the name of the investment that the report will provide data for. Database Tables and Columns: cbk_gl_account.sub_account_id Account Description Displays in text what the corresponding account number represents. Select an option from the drop-down to show how you want the information grouped. Click the Browse icon and select the investment from the list that appears. Report Fields Account Displays the account identifier.scaled_amount 258 Common Features and Personal Options User Guide . Database Tables and Columns: If cbk_gl_txns. Database Tables and Columns: cbk_gl_account.Chargeback GL Account Activity Report GL-Period Start Indicates the start of the reporting period for the report.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. Resource Indicates the name of the resources that the report will provide data for.main_account_id cbk_gl_account.

Total cost is split between provider accounts according to credit rules.period_name Investment Displays the name of the investment being reported on.Chargeback GL Account Activity Report Credit to Allocation Displays the share of transactions of approved invoices that will be credited back to a provider.prname Transaction Date Displays the date in mm/dd/yyyy format when the transaction listed occurred.name Resource Displays the resource associated with charges at the detailed level in the report.first_name Task Displays a project task being reported on. 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.last_name srm_resources. Database Tables and Columns: prtask. Database Tables and Columns: inv_investments. Database Tables and Columns: srm_resources. Database Tables and Columns: cbk_scaled_gl_txns.transaction_date Appendix A: Crystal Reports Stock Report Descriptions 259 . Database Tables and Columns: biz_com_periods.

Customer & Provider Chargeback Report

Customer & Provider Chargeback Report
Description
This report displays financial customer and provider portfolio status and chargeback information. By design, the report displays only one entity’s information at a time. It does not support displaying investments from multiple entities. GL periods are required field parameters, and they are tied to a specific entity. Therefore, only that entity’s details are displayed. If GL period start is from one entity and GL period end is from another entity, the report will display no results.

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.

260 Common Features and Personal Options User Guide

Customer & Provider Chargeback Report

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

Appendix A: Crystal Reports Stock Report Descriptions 261

Customer & Provider Chargeback Report

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

262 Common Features and Personal Options User Guide

Customer Invoice Report

Customer Invoice Report
This report is used to view customer invoices or credit memos by project, transaction, and class. It can be sent to a customer for billing purposes or to reprint an invoice previously sent to a customer. This report can be run only from CA Clarity PPM. It cannot be run from BusinessObjects InfoView. Run this report if you work with: ■ Project Management Note: See the Project Management User Guide for more information. ■ Billing or chargebacks Note: See the Financial Management User Guide for more information.

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.

Appendix A: Crystal Reports Stock Report Descriptions 263

Customer Invoice Report

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

264 Common Features and Personal Options User Guide

Customer Invoice Report

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

Appendix A: Crystal Reports Stock Report Descriptions 265

taxamount Transaction Class Displays the transaction class associated with the charges on a customer invoice.description 266 Common Features and Personal Options User Guide .quantity Resource Displays the resource associated with charges at the detailed level in the report. Database Tables and Columns: invoiceheader_values. Database Tables and Columns: srm_projects.Customer Invoice Report Project Description Displays a description of the project. Database Tables and Columns: ppa_wip.transclass Transaction Class Description Displays a description of the transaction class.first_name Tax Amount Displays the tax amount associated with the invoice. Database Tables and Columns: srm_resources.name Quantity Displays the number of units from the transactions.last_name srm_resources. Database Tables and Columns: ppa_billings. Database Tables and Columns: transclass.

Parameters Include Completed Tasks Indicates if you want completed tasks included in report data. displays if you have entered the appropriate data into the project schedule. To use the OBS Unit parameter to filter the report. Threshold Indicates the number of days that pass before a project shows a yellow or red stoplight status. Data for each WBS type. OBS Unit Indicates the OBS unit by which the report is filtered. at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects. Default: Cleared Project Indicates the project or projects on which data is reported. Print Late Items Only Indicates if you want only items identified as late included in report data.Key Tasks and Milestone Status Report Key Tasks and Milestone Status Report Description This report provides a status and variance for project key tasks. Note: See the Project Management User Guide for more information. phases. Select an option from the drop-down to show how you want the information grouped. or the full work breakdown structure. milestones. Requirements ■ ■ ■ At least one key task or milestone must be created on the project. Appendix A: Crystal Reports Stock Report Descriptions 267 . Run this report if you work with project management. The pie chart compares late and on-time task starts and finishes. as selected in the parameters. Default: Cleared Group By Indicates how the information is to be grouped and presented on the report.

Database Tables and Columns: prtask. Database Tables and Columns: prtask. For more information. Start Date Displays the start date for the task. For more information. see the report's SQL statement. Select the option you want from the drop-down list. milestone. Charts Two pie charts indicate the number of late starts and finishes compared to on-time starts and finishes. phase.Key Tasks and Milestone Status Report WBS Type Indicates the level of WBS data you want to see on the report. or phase according to the threshold set. or milestone.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. see the report's SQL statement. Database Tables and Columns: This is a calculated field. This is a not a calculated field but is taken from a value users enter manually. or phase that has been completed. Performance Displays through stoplights the performance for the task. Report Fields % Complete Displays the portion of the task. Database Tables and Columns: This is a calculated field.prstart 268 Common Features and Personal Options User Guide .prpctcomplete Finish Date Displays the finish date for the task. milestone. Database Tables and Columns: prtask.

Database Tables and Columns: prtask.Missing Time Report 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. at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects. milestone. Task Displays a project task being reported on. or a phase. To use the OBS Unit parameter to filter the report.prstatus Type Displays whether the report item is a task.pristask. milestone. see the report's SQL statement. Run this report if you work with resource management. or complete. prtask. not started.prname Task Status Displays whether a task.prismilestone Missing Time Report Description This report lists all resources who have submitted less time than the available hours on their calendar during a specified time period and resources that provided no timesheet hours at all. Database Tables and Columns: prtask. Database Tables and Columns: prtask. For more information. Prerequisites ■ ■ Resources must be assigned a calendar. Database Tables and Columns: This is a calculated field. prtask. Note: See the Resource Management User Guide for more information. or phase is started. Appendix A: Crystal Reports Stock Report Descriptions 269 .priskey.

OBS Unit Indicates the OBS unit by which the report is filtered. Status Indicates the status of resource timesheets that are to be included on the report. If you enter a date as a parameter.practsum 270 Common Features and Personal Options User Guide . Resource Type Indicates the category of resource that is desired on the report. Database Tables and Columns: prtimeentry. You can select multiple statuses. Report Fields Actual Displays the number of hours the resource charged during the reporting time period. You can define a Specific Date by clicking the Select Date icon. the application scans all of the time periods to find the time period where that date fits in and assigns that time period. Select an option from the drop-down to show how you want the information grouped. You can select multiple categories.Missing Time Report Parameters Group By Indicates how the information is to be grouped and presented on the report. Time Period Defines the time period date range with which to filter this report. Resource Manager Identifies the Resource manager or managers whose data displays in the report. The actual hours entered compared against the missing hours. Click the Browse icon to select names. or a Time Period relative to the current date from the drop-down. had partial entry. or had no time entry. Charts Two pie charts indicate the following: ■ ■ The number of resources that completed time entry.

email Missing Displays the number of hours that are missing (not charged) by the resource.Actual Database Tables and Columns: This is a calculated field.id Resource Name Displays the resource being reported on.Missing Time Report Available Displays the number of hours that the resource had available to charge during the reporting time period. Database Tables and Columns: prtimeperiod. For more information. Calculation: Available .prstatus Time Period Displays the reporting time period that has missing time for the resource. Resource ID Displays the unique identifier for the resource.prstart prtimeperiod. It indicates the start and end dates of the time period. see the report's SQL statement. Database Tables and Columns: srm_resources.prfinish .available_hours Email Displays the email address of the resource.1 Appendix A: Crystal Reports Stock Report Descriptions 271 .full_name Status Displays the status of the timesheet for the reporting time period. Database Tables and Columns: prtimesheet. Database Tables and Columns: nbi_resource_facts. Database Tables and Columns: nbi_resource_facts. Database Tables and Columns: srm_resources.

Click the Browse icon and select the investment type from the list that appears. Project Approval Indicates the approval status of the projects you want included on the report.Portfolio Alignment Report Portfolio Alignment Report This report indicates how a portfolio of projects is aligned with a company's priorities based on a consistent project scoring mechanism. or other investment types must exist in CA Clarity PPM. 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. Note: See the Project Management User Guide for more information. services. Parameters End Date Defines the end date of the report. 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. Manager Indicates the manager whose projects are to appear on the report. Plan Type Indicates the plan type to filter the report by. To select a specific end date. Requirements ■ ■ Projects. To select a relative date. Select the plan type from the drop-down list in the field. Investment Type Indicates which investment type's projects are be included on the report. For projects. project scoring data and graphics are displayed if you are using the project goals and alignment activity features. The report contains graphics that provide views of: ■ ■ The distribution of total investment an organization has already made and currently has scheduled How an organization's resources are scheduled to spend time based on the goal alignment scores. 272 Common Features and Personal Options User Guide .

yellow (34–67) and green (68-100). Alignment score of 100 indicates the investment is in perfect alignment with the organization's business goal. select the Relative Date option and select the relative date that applies from the drop-down list for the field. alignment (horizontal axis) and goal (vertical axis). risk (color). or green). yellow. Database Tables and Columns: nbi_project_current_facts. 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. risk (color). If no detailed budget exists. Charts ■ Alignment by Budget shows the distribution of projects according to cost (bubble size). The stoplight is a range defined as red (0–33).actual_hours Alignment Score Displays how well an investment is aligned with the organization's business goal.cost_budget_total Appendix A: Crystal Reports Stock Report Descriptions 273 . ■ 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. Database Tables and Columns: nbi_project_forecast. goal_score Budget Cost Displays the budgeted cost for a project or any other investment. alignment (horizontal axis). To select a specific day. the budget cost is taken from planned cost. This value is assigned and can be changed on the properties page for an investment. To select a relative date such as Start of Next Month. and goal (vertical axis).Portfolio Alignment Report Reporting Currency Indicates the currency in which the financial information will display. This value displays in the form of a stoplight symbol (red. The budget cost is based on the budget cost plan. Alignment by Effort shows the distribution of projects according to effort (bubble size). Start Date Defines the start date of the report.

Forecast is based on the plan or record (POR) cost plan. Calculation: Estimate to Complete (ETC) Hours + Actual Hours Database Tables and Columns: This is a calculated field.budget_hours Cost Variance Displays the difference between the budgeted cost and the estimate at complete (EAC) cost. If no POR exists.Portfolio Alignment Report Budget Hours Displays the number of hours budgeted for the project. see the report's SQL statement.cost_act_total + nbi_project_current_facts. forecast is equal to planned cost. Database Tables and Columns: nbi_project_current_facts. Database Tables and Columns: fin_financials. Calculation: Budgeted Cost . Forecast Cost Displays the forecast cost for a project or any other investment.cost_budget_total) – (nbi_project_current_facts.forecast_cst_total 274 Common Features and Personal Options User Guide .cost_etc_total) EAC Cost Displays the estimate at completion (EAC) in cost.Estimated Cost at Completion Database Tables and Columns: (nbi_project_forecast. EAC Hours Displays the estimate at completion (EAC) in hours. Calculation: ETC Total Cost + Total Actual Cost Database Tables and Columns: This is a calculated field. see the report's SQL statement. For more information. For more information.

Calculation: Budgeted Hours .rcf_implementation * 1.0 + inv_projects. see the report's SQL statement.0 + inv_projects.rcf_objectives * 1. Mouse over a stoplight to see a tooltip on what the stoplight represents.0 + inv_projects. For more information.0 + inv_projects.0) / (11.rcf_flexibility * 1. Appendix A: Crystal Reports Stock Report Descriptions 275 .0) For other investment types.0 + inv_projects.rcf_human_interface * 1.rcf_interdependency * 1.0 + inv_projects.rcf_org_culture * 1.rcf_sponsorship * 1.manager_last_name nbi_project_current_facts.manager_first_name Project Displays the project being reported on.0 + inv_projects.rcf_resource_avail * 1. Database Tables and Columns: nbi_project_current_facts. the value is taken from inv_investment.risk. Database Tables and Columns: If the Investment type is ―Project‖ then (inv_projects.0 + inv_projects.0 + inv_projects. Database Tables and Columns: nbi_project_current_facts.rcf_technical * 1.rcf_supportability * 1.Estimate at Completion Hours Database Tables and Columns: This is a calculated field. Manager Displays the name of the manager whose projects are being reported on.Portfolio Alignment Report Hours Variance Displays the difference between the hours budgeted for a project and the hours that are estimated at completion.rcf_funding * 1.0 + inv_projects. project_name Risk Displays using stoplights whether a project is at risk.

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 management Note: See the Project Management User Guide for more information. Click the appropriate status in the field. Project Manager Indicates the manager or managers whose projects are to appear on the report. ■ Resources Note: See the Resource Management User Guide for more information. Status Indicates whether a project is active or inactive.Investment Status Report Investment Status Report This report produces a listing of investments and key investment attributes. You can run this report to view a list all active investments associated with a specific resource manager. To use the OBS Unit parameter to filter the report. Run this report is you work with the following: ■ ■ ■ Application Management Asset Management Demand Management Note: See the Demand Management User Guide for more information. Click the Browse icon and select the projects from the list that appears. Project Name Indicates the project or projects whose data will be reported on. 276 Common Features and Personal Options User Guide . Requirements ■ ■ Investments must exist in CA Clarity PPM. ■ Service Management Note: See the IT Service Management User Guide for more information.

Appendix A: Crystal Reports Stock Report Descriptions 277 .actual_hours Budget Cost Displays the amount budgeted for the project. For more information.priority_code Cost Variance Displays the percentage of variance from the budget cost.Budget Cost)/ Budget Cost) x 100) Database Tables and Columns: This is a calculated field. Database Tables and Columns: Maximum of odf_change_v2. 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. You can select multiple investment types.budget_hours Changes Displays the level of changes for a project using stoplights. Investment Type Indicates the investment types that are to be included on the report.cost_budget_total Budget Hours Displays the number of hours budgeted for the project. Calculation: ((EAC Cost . Database Tables and Columns: nbi_project_current_facts. See the legend in the report for stoplight values. Database Tables and Columns: nbi_project_current_facts.Investment Status Report Reporting Currency Defines the currency type that appears on the report for amounts and totals. see the report's SQL statement.

Calculation: (Base Finish Date . Finish Date Displays the scheduled finish date for the project. Calculation: Estimate to Complete (ETC) Hours + Actual Hours Database Tables and Columns: This is a calculated field.Estimate at Completion Hours Database Tables and Columns: This is a calculated field.schedule_finish Finish Variance Displays the difference between the scheduled finish date and the actual finish date. see the report's SQL statement. For more information.Finish Date).Investment Status Report Currency Code Displays the currency for the project totals. 278 Common Features and Personal Options User Guide . see the report's SQL statement. Database Tables and Columns: inv_investments. For more information. EAC Hours Displays the estimate at completion (EAC) in hours. For more information. Calculation: Budgeted Hours . Calculation: ETC Total Cost + Total Actual Cost Database Tables and Columns: This is a calculated field. Database Tables and Columns: This is a calculated field. see the report's SQL statement. Database Tables and Columns: nbi_project_current_facts.currency_code EAC Cost Displays the estimate at completion (EAC) in cost. For more information. Hours Variance Displays the difference between the hours budgeted for a project and the hours that are estimated at completion. see the report's SQL statement.

obs_unit_id Progress Displays using a progress bar how complete the project is. See the legend on the report for stoplight values. Database Tables and Columns: nbi_project_current_facts.priority_code OBS Displays the organizational breakdown structure for the projects on the report.manager_last_name nbi_project_current_facts.Investment Status Report Issues Displays the level of open issues for a project using stoplights. Database Tables and Columns: Maximum of odf_issue_v2.manager_first_name Project Name Displays the name of project being reported on. Database Tables and Columns: nbi_dim_obs.stage_number Project Manager Displays the name of the manager whose projects are being compared against set goals.stage odf_inv_v. Database Tables and Columns: nbi_project_current_facts. Database Tables and Columns: odf_inv_v. project_name Appendix A: Crystal Reports Stock Report Descriptions 279 .

0 + inv_projects.0 + inv_projects.rcf_technical * 1.0 + inv_projects.rcf_interdependency * 1. Database Tables and Columns: If the Investment type is ―Project‖ then (inv_projects. S2 Displays the hour variance of a project using stoplights.rcf_objectives * 1.0) / (11. Database Tables and Columns: Based on Cost Variance.rcf_flexibility * 1.rcf_funding * 1.rcf_resource_avail * 1.0 + inv_projects.0 + inv_projects. S3 Displays using a stoplight the cost variance between the budgeted cost and the EAC cost.0 + inv_projects. the value is taken from inv_investment. See the legend on the report for stoplight values.rcf_supportability * 1. S1 Displays the overall health of the project using a stoplight. See the legend on the report for stoplight values.rcf_sponsorship * 1.0 + inv_projects. See the legend on the report for stoplight values.rcf_org_culture * 1. Database Tables and Columns: Based on Hours Variance.0) For other investment types.rcf_implementation * 1.0 + inv_projects.0 + inv_projects.Investment Status Report Risk Displays the open risks for a project using stoplights. See the legend on the report for stoplight values.0 + inv_projects.rcf_human_interface * 1. 280 Common Features and Personal Options User Guide . Database Tables and Columns: Based on budget flags (S2 and S3).risk.

Calculation: (Base Start Date . Database Tables and Columns: inv_investments. Database Tables and Columns: This is a calculated field.Project Transactions Inquiry Report S4 Displays the schedule variance using stoplights. See the legend on the report for stoplight values. For more information.currency_code Start Date Displays the date the project started. All the financial transactions for the "Online Bill Presentment" project from inception to date. ■ Financial management Note: See the Financial Management User Guide for more information. Run this report if you work with the following: ■ Project management to analyze WIP Note: See the Project Management User Guide for more information. see the report's SQL statement. you can view the following: ■ ■ All the financial transactions for all projects managed by "Kate Jones" in the last six months.Start Date). Project Transactions Inquiry Report Description This report provides a list of the detailed posted or unposted financial transactions for a project over a specified date range.schedule_start Start Variance Displays the difference between the scheduled start and the actual start of a project. Appendix A: Crystal Reports Stock Report Descriptions 281 . Database Tables and Columns: nbi_project_current_facts. It cannot be run from BusinessObjects InfoView. For example. This report can be run only from CA Clarity PPM.

■ 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. 282 Common Features and Personal Options User Guide . at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects. 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. select the Relative Date option and select the relative date that applies from the drop-down list for the field. To select a relative 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 specific end date. Parameters End Date Defines the end date of the report. To select a specific day. OBS Unit Indicates the OBS unit by which the report is filtered. Project Indicates the project or projects on which data is reported. ■ Demand management Note: See the Demand Management User Guide for more information. ■ ■ Transactions must have been entered and posted through financial processing. Project Manager Indicates the manager or managers whose projects are to appear on the report. 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. To use the OBS Unit parameter to filter the report.Project Transactions Inquiry Report ■ Service management Note: See the IT Service Management User Guide for more information. Start Date Defines the start date of the report.

chargeable (= 1) Appendix A: Crystal Reports Stock Report Descriptions 283 . Database Tables and Columns: ppa_wip. Database Tables and Columns: pac_mnt_projects. Database Tables and Columns: ppa_wip. Report Fields Amount Billed Displays the total amount billed to the project.charge_code ppa_transcontrol. Calculation: Quantity/Revenue Database Tables and Columns: This is a calculated field.Project Transactions Inquiry Report Transaction Status Indicates whether the transactions to be included on the report should be active or inactive.charge_code Chargeable Displays the chargeable hours for the project.chargeable (= 1) ppa_transcontrol. see the report's SQL statement.act_billing Approved By Displays the project approver. Database Tables and Columns: nbi_project_current_facts.resourcecode Approved Date Displays when the project was approved.approvedatetime Bill Rate Displays the billing rate for the transaction. Database Tables and Columns: pac_mnt_projects. For more information. Charge Code Displays the identification code that the transaction was charged against.

customer Contract Amount Displays the amount of the contract. Database Tables and Columns: nbi_project_current_facts.contract_date Contract Number Displays the identifier of a contract associated with a project.contractamount Contract Date Displays the date the contract started. For more information. Database Tables and Columns: nbi_project_current_facts.contract_number Contract Remain Displays the remaining amount of the contract. Manager Displays the name of the manager whose projects are being reported on. Calculation: (Contract Amount . Database Tables and Columns: nbi_project_current_facts.manager_last_name nbi_project_current_facts. Database Tables and Columns: nbi_project_current_facts.manager_first_name 284 Common Features and Personal Options User Guide .Amount Billed). Database Tables and Columns: nbi_project_current_facts.Project Transactions Inquiry Report Company Name Displays the name of the company whose transactions are being reported. see the report's SQL statement. Database Tables and Columns: This is a calculated field.

Database Tables and Columns: nbi_project_current_facts. For more information. Database Tables and Columns: ppa_transcontrol. Non-Chargeable Displays the nonchargeable hours for the project.project_id Project Status Displays whether the project is active or inactive. see the report's SQL statement.chargeable (<> 1) Project ID Displays the project identifier of the project whose transactions are included on the report.Project Transactions Inquiry Report Margin Displays the difference between revenue and total cost of the transaction at the detail level.resource_code Appendix A: Crystal Reports Stock Report Descriptions 285 .Total Cost Database Tables and Columns: This is a calculated field. At the summary level. Database Tables and Columns: nbi_project_current_facts.quantity Resource Displays the resource associated with charges at the detailed level of the report. Database Tables and Columns: ppa_wip.quantity ppa_transcontrol. Database Tables and Columns: ppa_transcontrol. Calculation: Revenue .fm_status Quantity Displays the number of units of labor or other items within the activity in this transaction.resource_code ppa_wip. indicates the difference between total revenue and total cost of all transactions on the report.chargeable (<> 1) ppa_wip.

totalcost Total Hours Displays the total hours charged for the transactions included on the report.totalamount ppa_wip. Database Tables and Columns: ppa_transcontrol. Database Tables and Columns: ppa_transcontrol.totalamount ppa_wip. Database Tables and Columns: prteam. Database Tables and Columns: ppa_transcontrol.Project Transactions Inquiry Report Revenue Displays the revenue generated by the transaction. For more information.totalamount Total WIP Displays the total work in progress for the project.totalamount 286 Common Features and Personal Options User Guide . it displays the total cost for all transactions listed on the report. Database Tables and Columns: This is a calculated field.prroleid Total Cost Displays in the detail section of the report the total cost of the transaction. In the summary section. Total Revenue Displays the total revenue generated for the transactions included on the report. Database Tables and Columns: ppa_wip_values.totalamount Role Displays the project role a resource performs.totalcost ppa_transcontrol_values.totalamount ppa_wip. see the report's SQL statement.

Database Tables and Columns: This is a calculated field. Database Tables and Columns: ppa_wip.WIP Remain). at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects. the resource must be assigned to project tasks from Open Workbench or Microsoft Project to display assigned hours. Parameters Appendix A: Crystal Reports Stock Report Descriptions 287 . Prerequisites ■ ■ For projects.transdate ppa_transcontrol. Note: See the Resource Management User Guide for more information. amountremaining Resource Assignments Report Description This report shows resources assigned to projects and tasks including actual hours and ETC hours. see the report's SQL statement.transdate WIP Cleared Displays the amount of work in progress that has been completed.Resource Assignments Report Transaction Date Displays the date the transaction listed occurred in mm/dd/yyyy format. WIP Remain Displays the remaining work to be done on the transaction. Database Tables and Columns: ppa_transcontrol. Run this report if you work with resources. Calculation: (Total WIP . To use the OBS Unit parameter to filter the report.amountremaining ppa_wip. For more information.

Select an option from the drop-down to show how you want the information grouped.Resource Assignments Report Group By Indicates how the information is to be grouped and presented on the report. Starting Period Defines the start date of the report. Click the Browse icon and select the OBS from the list that appears. Period Type Indicates whether the weekly or monthly period type will be reported. To select a specific day. Report Fields Actuals (h) Displays the hours charged to the project for the time period selected. Project Indicates the project or projects on which data is reported. Type of Hours Indicates the type of hours to be included on the report (allocated or assigned). Click the Browse icon and select names from the list that appears. Click the Browse icon to select names. Database Tables and Columns: nbi_project_res_task_facts. Resource Manager Identifies the Resource manager or managers whose data displays in the report. select the Relative Date option and select the relative date that applies from the drop-down list. You can select multiple items for this field. 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. Graph The report contains a graph that shows the assigned hours for resources on the report compared to the allocated hours for resources. Resource OBS Indicates the OBS unit that the report will be filtered by.actual_qty 288 Common Features and Personal Options User Guide . Resource Indicates the name of the resources that the report will provide data for.

Database Tables and Columns: prtask. End Date Displays the end date for the reporting period.prname Appendix A: Crystal Reports Stock Report Descriptions 289 . Database Tables and Columns: This is a calculated field. project_name Resource Name Displays the resource being reported on. Database Tables and Columns: prtask.prstart Task Name Displays a project task being reported on.etc_qty Project Name Displays the name of project being reported on.Resource Assignments Report Assigned (h) Displays the assigned hours. Database Tables and Columns: nbi_project_res_task_facts. For more information. see the report's SQL statement. Database Tables and Columns: nbi_resource_facts.finish ETC Hours Displays the number of hours estimated to complete the task. Database Tables and Columns: nbi_project_current_facts. Database Tables and Columns: prtask.full_name Start Date Displays the start date for the reporting period.

Resource Manager Identifies the Resource manager or managers whose data displays in the report. Prerequisites ■ To use the OBS Unit parameter to filter the report. Click the Browse icon to select names. Database Tables and Columns: This value is not stored in a database table and column. Resource by Role Description Report Description This report displays the following information: ■ ■ ■ Capacity by role Resource allocation by role Remaining Capacity by role Run this report if you work with resources. For more information. Note: See the Resource Management User Guide for more information. see the report's SQL statement. 290 Common Features and Personal Options User Guide . Database Tables and Columns: This is a calculated field.Allocated Hours)/Allocated Hours). The value is either Allocated or Assigned. Calculation: ((Assigned Hours . 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 by Role Description Report Type Displays the type of hours. Variance Displays the percentage of difference between the hours allocated for a project and the hours assigned to resources. It is passed as a parameter.

Database Tables and Columns: prj_blb_slices. select the Relative Date option and select the relative date that applies from the drop-down list. Calculation: (Capacity Hours . Click the Browse icon and select roles. To select a relative date such as Start of Next Month. To select a specific day. Database Tables and Columns: prteam. Avail Displays the available capacity remaining. Database Tables and Columns: prj_blb_slices. Click the Browse icon and select the OBS from the list that appears. Database Tables and Columns: This is a calculated field. Role Indicates the role or roles to be included on the report. see the report's SQL statement. Cap Displays the capacity available in hours.prprojectid Appendix A: Crystal Reports Stock Report Descriptions 291 . 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. Report Fields Alloc Displays the percentage of the capacity hours that have been allocated.Resource by Role Description Report Resource OBS Indicates the OBS unit that the report will be filtered by.slice for request_name = dailyresourcealloccurve.slice for request_name = dailyresourceavailcurve. Starting Period Defines the start date of the report. Investment Displays the name of the investment being reported on.Allocation Hours). For more information.

last_name where prprimaryroleid of the resource name equals srm_resources.Resource by Role Description Report Role Displays the primary role being reported on.full_name 292 Common Features and Personal Options User Guide .id. Database Tables and Columns: nbi_resource_facts.obs_unit_id Resource Name Displays the resource being reported on. Database Tables and Columns: nbi_dim_obs. OBS Displays the organizational breakdown structure for the projects on the report. Database Tables and Columns: srm_resources.

■ Project management Note: See the Project Management User Guide for more information. ■ Financial management Note: See the Financial Management User Guide for more information. To use the OBS Unit parameter to filter the report. Use this report to view all hours worked during certain time periods at certain regions or locations. To select a relative 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. ■ Parameters From Period Defines the beginning of the effective date range for the report. Click the Browse icon and select the OBS from the list that appears. at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects. Resource OBS Indicates the OBS unit that the report will be filtered by. select the Relative Date option and select the relative date that applies from the drop-down list for the field. ■ Portfolio management Note: See the Portfolio Management User Guide for more information. ■ Demand management Note: See the Demand Management User Guide for more information. Run this report if you work with the following: ■ Resource Management to oversee a resource’s time Note: See the Resource Management User Guide for more information. Appendix A: Crystal Reports Stock Report Descriptions 293 . ■ Service management Note: See the IT Service Management User Guide for more information. 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 select a specific end date.Timesheet Detail Report Timesheet Detail Report This report provides a listing of the hours a resource worked for a specified period based on the timesheet.

name 294 Common Features and Personal Options User Guide .prcategory Note Description Displays the contents of the note. Database Tables and Columns: prj_blb_slices. select the Relative Date option and select the relative date that applies from the drop-down list for the field.prvalue Project Name Displays the name of the project being reported on. To select a specific day. Database Tables and Columns: prnote. To Period Defines the end of the effective date range for the report. Report Fields Hours Displays in hours the time worked by a resource. Resource Name Indicates the names of the resource that the report will provide data for.Timesheet Detail Report Project Manager Indicates the manager or managers whose projects are to appear on the report. To select a relative date. Database Tables and Columns: prnote. Click the Browse icon and select names from the list that appears.manager_id Note Category Displays a category for the note (for example. 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. Database Tables and Columns: srm_resources. Project or Personal). Database Tables and Columns: inv_investments.slice Manager Displays the name of the manager whose resources are being reported on.

full_name Status Displays the status of the timesheet for the reporting time period. Database Tables and Columns: nbi_resource_facts. Database Tables and Columns: srm_resources.Timesheet Detail Report Resource ID Displays the unique identifier for the resource.1 Appendix A: Crystal Reports Stock Report Descriptions 295 . Database Tables and Columns: prtimeperiod. 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.prstatus Task Name Displays a project task being reported on. Database Tables and Columns: prtimesheet.id Resource Name Displays the resource being reported on.prstart prtimeperiod.prfinish .

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The gauge component measures the forecasted resource utilization. Incremental cost in the grid displays the increase or decrease in cost when the FTE/hours slider is increased or decreased respectively. The following columns display on the Capacity and Demand by Role chart: Role Displays the roles associated for this project. The grid component displays the capacity and demand for a role for the next 6 months. Each pie segment represents the total capacity and demand for a role. This same information is displayed in the list. You can replace a role with resources that can complete the work. Appendix B: Stock Interactive Portlets 297 . The column graph gives a comparison between demand and capacity by month.Appendix B: Stock Interactive Portlets This section contains the following topics: Resource Portlet (see page 297) Portfolio Portlet (see page 299) 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. Capacity and Demand by Role Displays the total capacity and demand for each role for six months starting current month. Capacity and Demand Displays the total capacity and demand for all roles in the current month. You can change the data view by selecting either FTE (full-time employee) or hours. The pie chart shows capacity by role and demand by role. The following Xcelsius visualizations display on this portlet: Average Forecasted Utilization Displays the utilization of roles in an organization. except it displays incremental cost information. Role Capacity/Demand Displays the total capacity in percentage.

Demand Displays the total number of assigned or allocated hours for the associated resource. The values are taken from the cost matrix. Remaining Capacity Displays the difference between the total demand and the total capacity for each month for all investments. 298 Common Features and Personal Options User Guide .Resource Portlet Incremental Cost Displays the increase or decrease in cost when FTE or hours are increased or decreased respectively. Capacity Displays the total number of available hours for the associated resource.

3. Note: Navigation depends on how you or the CA Clarity PPM administrator configures this portlet. Open the portfolio and navigate to the Portfolio portlet. To select or remove investments. 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. The Portfolio Dashboard or Investment Dashboard appears. and click the Portfolio button or Investments button. Select the investments you want to factor into the analysis.Portfolio Portlet Portfolio Portlet The Portfolio portlet is an interactive portlet that contains Xcelsius visualizations for a selected portfolio. 4. A list of investments that are available from the selected portfolio appear. 2. Click Update and clear the Filter check box to view information based on the selected investments. Appendix B: Stock Interactive Portlets 299 . Click the Portfolio Dashboard or Investment Dashboard buttons to view the visualizations. select the Filter check box to display the list box of selected and available investments.

300 Common Features and Personal Options User Guide . 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. Benefit Displays the portfolio benefit defined in the Properties page. Finish Displays the end date of the portfolio.Portfolio Portlet Portfolio Dashboard Use the Portfolio Dashboard to analyze the impact to your portfolio by adding and removing investments from the dashboard. Manager Displays the manager associated with this portfolio Start Displays the start date of the portfolio. Currency Displays the currency in US dollars. Values: ■ ■ Green. Cost Variance Displays a stoplight that shows a view of a portfolio’s performance. Approved Investments Budget Displays the approved investment budget for all investments in the portfolio. Approved investment's planned cost are greater than the portfolio's Planned Cost. Budget Displays the budget defined for the portfolio. The following summary information is displayed: Portfolio Displays the portfolio name. Approved investment's planned cost are less than the portfolio's Planned Cost. Red.

The following describes this portlet: Schedule Finish Date Displays the scheduled finish date of this investment. and risk. Goal Defines the goal of this project. Grow the Business. Investment is average aligned Red (0 and 34). its costs restrict to this year. or Maintain the Business. Investments use three factors when scoring. Appendix B: Stock Interactive Portlets 301 . if you defined a budget for a portfolio for this year only. cost. For example. In addition. changing the planned cost of an investment changes its bubble size. Alignment Score Investments appear on the graph somewhere between good and poor according to their alignment with business goals. Investment is well aligned Yellow (35 and 64).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. 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). Values: Cost Avoidance. business alignment. Click an investment name to view the detailed properties for that investment. Investment Dashboard Portlet The Investment Financial Grid tab on the Portfolio Dashboard page displays all investments that you have access rights to and the ones that match the filter settings that you selected. Alignment data undefined Planned Cost Displays the planned cost for the investment. Investment is poorly aligned White. Infrastructure Improvement. The following columns display on this portlet: Investment Displays the name of the investment in the drop down. Cost Reduction.

Investment is well aligned Yellow (35 and 64). Start Displays the start for this particular project. Project is high risk White. Risk data undefined Green (65 and 100). Green (0 to 33). since it helps you decide how much more money you need to spend on an investment. This information is important when planning a portfolio. Like Planned Cost. Investment is average aligned Red (0 and 34). Remaining Cost Displays the difference between the planned costs and the actual costs. Project is medium risk Red (68 to 100). The project's total risk score determines the color of the stoplight. Values: ■ ■ ■ ■ Risk Displays a stoplight that helps you assess the risk of a project.Portfolio Portlet Alignment Displays how well the investment aligns to the organization’s business goal. The higher the value. the stronger the alignment. Alignment data undefined 302 Common Features and Personal Options User Guide . including: Values: ■ ■ ■ ■ Stage Defines the stage in the project's lifecycle. Planned Cost Defines the amount of money available for investments in this project. 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). this information is important when planning a portfolio. Investment is poorly aligned White. Role Allocation Demand Displays the total effort required to complete the investment’s tasks. Project is low risk Yellow (34 to 68). This metric is used in portfolio analysis when you use comparable business alignment criteria across all portfolio investments.

Start Displays the start of this particular investment. For example. Stage Defines the stage in the project's lifecycle. Click an investment name to view the detailed properties for that investment. Yellow." the visual representation of the status is a Green stoplight. Status Displays a graphical representation of the status. Appendix B: Stock Interactive Portlets 303 . The selection is displayed as a stoplight symbol when saved. Spending Plan by Month Displays the cost plan for the month. if the status is "Approved.Portfolio Portlet Role Actuals Displays the aggregated total actuals of all the resources and roles irrespective of their investment role for each investment. Investment Allocation Hours by Role Displays the roles assigned for an investment in hours. Baseline Finish Displays the baseline finish date. The following information is displayed: Investment Displays the name of the 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. and Green. Values: Red. Manager Defines the manager of the investment. Finish Displays the end of this particular investment.

High priority issues exist. Yellow. Values: ■ ■ ■ ■ Green (0 to 33). status. Project is medium risk Red (68 to 100). Project is low risk Yellow (34 to 68).Portfolio Portlet Schedule Variance Displays the difference between the baseline finish and the finish dates. then it would be the current date minus finish date. If there is no baseline. No high or medium priority issues exist. Issues Displays the issue name. White. status. Values: ■ ■ ■ ■ Risks Displays the risk name. Medium priority issues exist. Issue status not defined. and priority. 304 Common Features and Personal Options User Guide . Red. Project is high risk White. Risk data undefined Green. and priority.

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. editing • 248 data providers • 195 department locations.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. managing • 27 department portfolios. 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 .

adding to timesheets • 97 indirect time.document processes. affecting report data • 121 306 Common Features and Personal Options User Guide . delegated approval • 23 entry type in timesheets • 95 IT consumer. subscribing to services • 28 J jobs.(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. 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 . adding to timesheets • 116 interactive portlets about • 196 creating • 197 personalizing pages with • 196 Portfolio Portlet • 299 Resource Portlet • 297 invoices. 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.

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. 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 . viewing a list of • 67 proxies for action items.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. 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.

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 • 95 308 Common Features and Personal Options User Guide .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.

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