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

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

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

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

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

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

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

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 .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. Access to these features and options depend on your access rights.

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

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

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

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

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Note: See the Financial Management User Guide for more information. or applications that your department manages. services. Investments such as projects. and other department-related information from one central location.Chapter 2: Working with Departments With departments. Subscriptions to services or investments managed by other departments whose resources help support your department functions. including: ■ ■ ■ Resources. 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. the members of a department. Income statements to monitor and approve charges for delivered services or investments. Chapter 2: Working with Departments 19 . ■ Audit trail of changes made to your department. ■ ■ ■ Portfolio management to build scenarios and analyze your department’s health and alignment. you can manage department resources. assets. 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. financials. Recovery statements to monitor credit received or pending for services your department delivered to other departments.

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

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

and business relationship manager. this field cannot be changed. You can change the name after submitting. this field cannot be changed. department manager. Select Departments from the Organization menu. Required only if this department is a child to another department. Only CA Clarity PPM administrators can view OBS hierarchies. Limits: 20 characters Your CA Clarity PPM administrator can set the ID for autonumbering. Limits: 240 characters 22 Common Features and Personal Options User Guide . Description Defines the detailed information about the department. 3. A list of existing departments appears on the Departments page. Enter the following required information: Department Name Defines the name of the department. To create a department 1. The Create Department page appears. Required when creating a new department. Once the department is created.Create Departments Create Departments You can create and initially define a department by naming it. Entity Defines the entity used to associate an organizational structure and financial defaults with the department. Parent Department Indicates if this department is a child (or sub-department). a corresponding OBS unit is also created based on the selected entity and the parent department. When you create a department. 2. Click New. Once the department is created. Limits: 120 characters Department ID Defines the unique department ID. associating it with an entity. and optionally selecting a parent department. Note: Contact your CA Clarity PPM administrator or see the Studio Developer's Guide for more information.

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

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

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

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

3. A department can have multiple locations. Select Departments from the Organization menu and then click the name of the department you want to edit.Manage Department Locations Manage Department Locations You can view a list of department locations.General page appears. 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 . Browse or filter department locations. The Department: Properties: Locations page appears. Add Department Locations You can only add locations to a department that are from the same entity. c. b. 3. 2. View Department Locations To view list of department locations 1. Select the check box next to each location you want to add. Delete a department location from the list. Click Locations subtab on the Properties tab. The Department: Properties: Main . Click Add to add the location to the list. Do the following: a. and add or remove locations from a department. 2. To add department locations 1. Add a new department location. click Add. Your administrator can also associate locations with departments. The Add Locations page appears. On the Department: Properties: Locations page.

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

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

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

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

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

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

Select Organizer from the Personal menu. 6. Modify Action Items You can modify an action item’s general. Click Edit. To modify an action item 1. Delete the action item. From this page. The Organizer: Action Items page appears. The Action Item Details page appears. Click the Status menu for an individual assignee and select a status that you want to apply to only that assignee. Select the assignee that you want to remove and click Remove. Click the action item name that you want to modify.Action Items Units If the Send Reminder check box is selected. you can do the following: ■ ■ ■ Remove assignees from the action item. 5. click Save. In the Assignees section. select the All Occurrences of this action item field at the bottom of the page. Chapter 3: Organizer 39 . Click Submit. The fields on this page are read-only versions of those that appear on the Action Item Properties: Create page. Remove one or more assignees from the action item. Then. notification. Click Submit. You can change any of the fields on this page including adding and removing assignees. ■ ■ 3. specifies the time unit you want to use for the reminder. 4. click the Browse icon to select the resources to whom you want to assign the action item. 2. Click the Select menu for all assignees and select a status that you want to apply to all assignees. Set the action item status for an individual assignee. and assignee properties from the Action Item Properties page. The Action Item Properties page appears. Set action item status for all assignees. 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. 5. To apply your modifications to all occurrences of this action item.

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

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

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

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

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

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

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

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

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

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

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

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

To view the Overview page from any CA Clarity PPM page Click Overview from the Personal menu. additional tabs appear on this page. you can see an overview of your tasks. You can use these tabs to perform most of the actions as described in this section. action items. Note: See the PMO Accelerator Product Guide for more information. 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. and also serve as a customizable work area. 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. If your CA Clarity PPM administrator has installed the PMO Accelerator add-in.Chapter 4: Your Overview Page Organizer pages provide a common work area for you to access and manage all your action items and tasks. Chapter 4: Your Overview Page 57 . The content that appears on the Overview: General page is customizable. and notifications. the Overview: General page appears as the home page.

click the Layout link. Use the personalize pages to change the appearance of your Overview: General page. To view page properties. The Overview: General page appears. To change page layout. 58 Common Features and Personal Options User Guide . 3. 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. click the Page Properties link. 2. At the top right of the Overview: General page. The Personalize: Content page appears. the page’s properties cannot be personalized. from which you can add and remove portlets and change portlet names.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 [Personalize] link. Click Overview from the Personal menu. 4. Access Personalize Pages To access the Personalize pages 1.

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

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

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

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

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

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

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

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

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

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

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

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add documents to them. to a resource’s profile Though most users can access these repositories. their access to the folders and documents within it vary.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. Chapter 5: Documents and Folders 71 . With the appropriate permissions. users can create new folders. 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. There are some key differences in the two repositories’ access rights. You can use the Knowledge Store for saving and accessing your generic documents. These repositories contain documents on policies or procedures that pertain to a large number of people. such as a resume or an application form. and edit both documents and folders.

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

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

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

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

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

Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. Enable Versioning Indicates resources with appropriate access can create another version of the file. Comments Specifies any comments about the files. If these options are not available on the Actions menu. 4. Important! The document download setting must be enabled before you can download files. 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. Description Defines the description of the files. You can choose to download: ■ ■ All the files and subfolders in a selected 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. Chapter 5: Documents and Folders 77 . 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. the file structure is not maintained in the saved zip file. you do not have the required permissions to perform the action. You can choose where to download the file. or A subset of files from the selected folder.Folders Enable Check Out Indicates if resources with appropriate access can check out and edit the file. Click Add. When you download files from a folder. The zip file name is the name of the folder by default.

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

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

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

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

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

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

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

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

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

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

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

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

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

record your actuals.Edit All Allows you to edit all timesheets. 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. Timesheets Access Rights The following access rights are available for timesheets: Timesheets . incidents associated to investments. or approve. For projects and investments. Chapter 6: Timesheets 91 . Type: Global Timesheets . This section contains the following topics: Timesheet Overview (see page 91) How to Enter Time (see page 95) Timesheet Notes (see page 103) How to Approve and Analyze Timesheets (see page 105) CA Clarity PPM Offline Timesheets (see page 109) Timesheet Overview You can use timesheets to record time booked on assignments: project tasks. and time allocated to other activities. edit.Navigate Allows you to navigate to the Timesheets list page.Chapter 6: Timesheets Use timesheets to access your current timesheet. and modify their plan as needed. manage your timesheets. This page displays all of the timesheets to which you have access rights to view. Once a timesheet is approved. Posting integrates the actuals (recorded number of hours worked) into the plan so that managers can compare actuals with estimates. and use CA Clarity PPM Offline Timesheets. it is posted by the Post Timesheets job. indirect work.

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

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

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

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

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

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

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. To split a timesheet entry 1. 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. choose a type code and/or charge code from the Input Type Code or Charge Code drop-down. If you enter values in both the time entry’s Date and Total cell. 3. In the new timesheet entry row. and click Save. Open the timesheet for which you want to split time. Enter the number of hours you worked on each assignment each day in the time entry’s Date cells. A new timesheet row appears beneath the one you selected. Enter timesheet information for a non-labor resource the same way you do for a labor resource. 2. Use the Split button on the Timesheet page. For example. you might need to record four hours of booked time on an assignment to one input type code. Open the timesheet for which you want to enter time. If your company uses both type and charge codes. To enter time on your timesheet 1. Your time entry recordings are saved. The Timesheet page appears. and four hours of time on the same assignment to a different input type code. 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. the value in the Date cell will override the number in the Total cell. 98 Common Features and Personal Options User Guide . and click Split. The Timesheet page appears. you can split an entry between both. Select the check box next to the timesheet entry you want to split. 2.

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

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

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

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

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

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

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

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

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

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

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

Go to the Timesheets page and retrieve that timesheet again. a status message appears indicating the condition. Click Save to Server. The following events occur when you submit a timesheet for approval: ■ The timesheet is scanned for errors. ■ ■ If the timesheet contains no errors. The timesheet is saved to CA Clarity PPM. In addition. ■ Note: If another user updates the timesheet in CA Clarity PPM before you submit your changes. Chapter 6: Timesheets 115 . it is submitted for approval. From your Windows Programs menu. Either way. To save an offline timesheet to CA Clarity PPM 1. If the timesheet contains errors. 2. 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. Microsoft Excel opens up and the Timesheet List page appears. Submit Offline Timesheets Submit your timesheets when you are ready to have them approved. select CA Clarity PPM Offline Timesheets. the status of the timesheet on the Timesheets page is marked "Returned". 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. Errors are logged in the Messages tab of the timesheet when it is open in CA Clarity PPM Offline Timesheets. 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.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). Data for the timesheet is now identical to that in CA Clarity PPM Offline Timesheets. it is returned to you so you can correct the errors. The Timesheets list page is updated to reflect the status of the saved and submitted timesheets.

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

2.CA Clarity PPM Offline Timesheets Delete Rows from Offline Timesheet To delete a row from an offline timesheet 1. 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. A confirmation message appears. Open CA Clarity PPM Offline Timesheets. Refresh Assignments from Offline Timesheet To refresh an assignment from an offline timesheet 1. 3. Click Refresh Assignments. Open CA Clarity PPM Offline Timesheets. Chapter 6: Timesheets 117 . Click Yes to confirm the deletion and remove the row. and click Delete Row. 2. The offline timesheet opens. Select the row you want to delete. The offline timesheet opens.

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With reports. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. You can run and view out-of-the-box reports or reports designed for your specific needs. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. Chapter 7: Reports 119 . 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 must be granted the appropriate access rights to view and work with reports. 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.

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

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

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

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

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

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

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

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

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

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

2. Note: See the Administration Guide for more information. You must be granted view permission to a report in order to view the report in the Report Library page. The Report Library page appears. Click the Report Library subtab. or if you scheduled the run. Note: For reports that run immediately. If you ran the report immediately.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. Review the report and close when you are done. or save the report and view it later from the Report Library page. To view a generated report 1. 3.0 or higher installed to view reports. ■ Delete Generated Reports You can delete generated reports as needed. 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. Click the Report link to view run properties. Do one of the following: ■ Click the Open Report icon next to the report you want to review. the output appears in a separate window. you have the option to view the report immediately. Select Reports and Jobs from the Personal menu. you can access the report output from the Report Library page. 130 Common Features and Personal Options User Guide . You must have Adobe Acrobat Reader 4. The Reports: Available Reports page appears. The report output is displayed.

Change the font size (see page 135). Download software (see page 140). change the font size displayed on your screen. Change the method in which you receive notifications (see page 138). Use the Account Settings: Personal Information page to manage your account settings. 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. Chapter 8: Account Settings 131 . and to download software. assign your action items to a different user. All users have access to their own account settings.

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

Default: System Default To reset you home page to the system default home page. we recommend that you select a combination of letters and numbers. Click Save. 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. to ensure your data remains secure. In the Change Passwords section. 3. Chapter 8: Account Settings 133 . 2. Select Account Settings from the Personal menu. click Reset Home Page.Update Personal Information Home Page Defines your home page. New Password Defines your new password. Your password changes are saved. The Account Settings: Personal Information page appears. Click Save. which is the Overview: General page. Your changes are saved. Otherwise. Confirm Password Defines your new password. To change your password 1. complete the following fields: Old Password Defines your current password. click Set to Current Timesheet. 3.

One or more resources can designate you as a proxy. The Account Settings: Personal Information page appears. if you designate a proxy to receive action items to approve timesheets. For example. Click the Browse icon to select the resource you want to use as a proxy. As a proxy. such as handling your regularly scheduled or urgent actions items while you are busy or away from the office. the designated proxy sees the action item in their Action Items portlet on their Overview: General page.Approve All access right in order to process the action items. during the specified proxy period. the assigned resource receives. 2. View Your List of Proxies If other resources have designated you as their action items proxy. End Date 134 Common Features and Personal Options User Guide . Start Date Defines the start date for the proxy period. In the Setup section. During the period that an action item is due. the proxy must have the Timesheets .Designate Proxies Designate Proxies You can temporarily designate another resource as your action items proxy using the Account Settings: Proxy page. Any action items that become due during the proxy period display in your Action Items portlet on your Overview: General page. Select Account Settings from the Personal menu. Click the Proxy link from the content menu. 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. Designate Resources as Your Proxy To temporarily designate a resource as a proxy 1. complete the following: Proxy Specifies if you want to use a proxy. then their names are listed in the Resources field on the Account Settings: Proxy page. 3. action items. The Account Settings: Proxy page appears. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

"jakarta apache" ! "jakarta CA Clarity PPM" The NOT operator cannot be used with just one term. For example. use the query: "jakarta apache" . include the following sub-query in the query: ("jakarta" OR "apache") AND "website" The above query ensures that "website" exists and that either term. 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 . For example. To escape these characters. operator excludes documents or forms that contain the term after the . Escape Special Characters in Global Searches You must escape special characters in global searches properly."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. use the query: "jakarta apache" NOT "jakarta CA Clarity PPM" or. Example: To search for documents and forms that contain "jakarta apache" but not "jakarta CA Clarity PPM". may exist.(prohibit) The -. "jakarta" or "apache".Global Search Tool NOT The NOT operator excludes documents or forms that contain the term after the NOT operator. or prohibit. This query returns no results: NOT "jakarta apache" . Example: To search for documents and forms that contain "jakarta apache" but not "jakarta CA Clarity PPM".operator. use the "\" (backslash) character before the special character. You can use the symbol ! in place of the NOT operator. to search for documents and forms that contain either "jakarta" or "apache" and "website". to escape the special characters in a global search for (1+1):2.

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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and hide the columns and fields that appear on pages and portlets. In addition. 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. The configuration options allow you to reorder. add. move.Chapter 10: Page and Portlet Configuration All of the pages and portlets in CA Clarity PPM are formatted as tables with columns and rows.

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

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

Use the Layout section of the page to add and remove columns. 156 Common Features and Personal Options User Guide . and those custom-made by your CA Clarity PPM administrator. 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). time period cells). and by changing the sort order of the columns. and to change the data displayed to a different available option. Change column names or edit display properties (see page 158). Change display options (see page 161). Change the Column Layout You can change the column layout by adding columns or removing the columns displayed. For example. The Selected Columns field lists the names of the columns that appear on the page portlet by default. Add aggregation rows. The Available Columns field lists the names of additional columns that you can add to the page or portlet.Configuration Overview Time-Scaled Data and Layout Time-scaled value graphs display data in cells that represent time periods. 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. You can use the time-scaled value option to change the time period to months or quarters. Use the Time Period Settings page to change the layout and data displayed on portlets with time scaled values (that is. 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 Resource Planning Workloads and Weekly Detail portlets display resource allocation data by week.

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

and to edit column display properties. Selected columns appear by default. The Configure: List Column Layout page appears. click the Fields link. Change Column Names To change a column’s name 1. The Configure: List Column Fields page appears. The Configure: List Column Layout page appears. 3. From the Actions menu on the page or portlet you want to change. 2. The Column Label fields display the names of the columns on the page or portlet you started from. 2. You can change this page to display only available columns. To select the display columns On the page you want to select display columns. the Configure: List Column Fields page lists the names of the default columns for a page or portlet (referred to as selected). Your other choices are "Available" and "All. or both available and selected columns. Click Save and Exit to save your changes and view the new labels on the page or portlet you started from. 4. click the Actions menu and choose Configure. click Fields. The Configure: List Column Fields page appears. From the Display menu. From the content menu. 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. Modify the column name to the new name. 3. choose the type of columns you want to appear on the page. choose Configure. Click Go to refresh the page to display the type of columns you selected.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. 1. 158 Common Features and Personal Options User Guide . From the content menu. Select Columns to Display By default." which displays both selected and available columns.

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

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

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

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

Reorder Aggregation Rows After creating multiple aggregation rows. The Reorder Aggregation Rows page appears. or Variance If FTE is selected as the work effort unit of measure. Click Submit.70 (after rounding). select the row you want to move.58 hours or FTE of . When you add another row. then use the Move Up (up arrow) or Move Down (down arrow) arrows to move them ahead or behind another row. Minimum. Maximum. 6. The Configure: List Aggregation page appears.Configuration Overview Function Specifies the aggregation function for each column’s aggregation row. 5. you may want to reorder their appearance on the page or portlet.047 plus .696. Average. you can choose to show the variance between the two columns.047. Click Submit.696). To reorder aggregation rows On the Configure: List Aggregation page. This returns you to that page or portlet where you can see how the new row looks and works. Click the row you want to move. Chapter 10: Page and Portlet Configuration 163 . For example. you see . you see . The function selected specifies the type of calculation that you want to perform on the attribute.0 hours or FTE of . and you select the Sum function. Values: Sum. 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 click Reorder. The newly added row displays in the list. Click Exit to view the aggregate row on the page or portlet you started from. Count. If Resource B is allocated 128. The sum is totaled prior to rounding each resource (. 2. 1. Standard Deviation.05 (after rounding). then rounding is applied . if you set the timescale to two decimal places and if Resource A is allocated 8.

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

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

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

all of its fields are displayed. From a list page you want to change list filter field display settings. 3. complete the following fields: Section Title Defines the name of the filter.How to Configure List Filters Change List Filter Field Display Settings To change list filter field display settings 1. The Attribute field is a read-only field that displays the system name of the field. Select Layout under List Filter Section on the content menu. or both Available and Selected fields. the Configure: List Filter Fields page lists the names of the default filter fields (referred to as selected). When it is collapsed. and to edit field display properties. The Configure: List Column Layout page appears by default. Chapter 10: Page and Portlet Configuration 167 . 2. Translate Specifies the language to display the title. In the Settings section. Click Save and Exit. Change List Filter Field Names and Display Properties Use the Configure: List Filter Fields page to change the filter field names. Allow Power Filter Indicates if users can create and use power filters. Default Filter State Specifies if the default filter state is expanded or collapsed. 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 Filter Label fields display the names of the fields on the list page you started from. The Configure: List Filter Layout page appears. Change the fields to display and edit By default. The Data Type field is a read-only field that displays the field’s data type. select Configure from the Actions menu. When the filter is expanded. You can change this page to display only available fields. 4. its fields are hidden.

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

or a check box. Select Fields under List Filter Section on the content menu. Click the Translate icon to display the label in a different language. Display Type Indicates if the field will display with a drop-down menu from which users select a menu option.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. but can hidden. The Configure: List Column Layout page appears. 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. 3. Chapter 10: Page and Portlet Configuration 169 . 2. The List Filter Field page for that field appears. To change field display properties 1. Click the Properties icon next to the field’s name you want to change. Use the List Filter Field page to a change list filter field’s properties. Click the Translate icon if you want the hint to appear in a different language. Default Indicates if default fields are available on the filter. The Configure: List Filter Fields page appears. From a list page you want to change fields display properties. Tooltip Defines a short tip for this field. Click the Translate icon if you want the hint to appear in a different language. Hint Defines a short instructional or informational sentence for this field. Change the following fields as needed: Filter Label Defines the name of the filter label as needed. Required in Filter Indicates if this field is required. 4. select Configure from the Actions menu. This text will appear below the field name in the filter.

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

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

Finish Date Attribute Defines the finish date of the secondary display.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. it overrides the Progress Percent Attribute. If you choose a Progress Through Date Attribute. 7. and cost information Start Date Attribute Defines the start date of the secondary bar display. 172 Common Features and Personal Options User Guide . Values: Actuals. 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. baseline. 8. Show Mouseover Defines the information you want to display in a text note when the mouse scrolls over an area of the Gantt chart. Click Submit. Default: task finish date. Default: task start date. Progress Percent Attribute Defines the percentage used to move the progress line relative to the bar’s length. Item Name Attribute Specifies the type of data to display in the secondary bar.

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

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

or Week (if you want to display a time scale above a Gantt bar). Change the following settings as desired in the Time Scale section: Start Date Specifies the type of start date that begins the column spread. Quarter. or a rolling date such as Start of Previous Month. and so on) by which data displays. 6.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. Time Scale Specifies the time period (e. monthly.g. Click Submit. You can select a particular date. Show Group Header Row Select the check box and select the Year. quarterly. 5. Show Legend Column Select this check box to label the individual values that display stacked in the column. Month. 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). Chapter 10: Page and Portlet Configuration 175 . Show Column Label Select this check box to label the virtual column that displays time-sliced values. weekly. Semi-Month. Number of Time Periods Defines the number of time periods you want to see displayed.

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

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

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You can also choose to place each exported portlet on a separate page. can also be exported. You can fit the exported data to a page. 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. there is no limit to the number of records that can be exported. The maximum size for Export to Excel or Export to Powerpoint is 300 records. some CA Clarity PPM pages that contain portlets. Chapter 11: Personal Dashboarding 179 . If you use the Export to Excel (Data Only) option. The portlets can display information in graphical chart format or list format. The exported data appears in Excel or PowerPoint the way that the data appears in CA Clarity PPM. like the Overview page. In addition to exporting your own dashboards and portlets. This is helpful if you are exporting data to PowerPoint for a presentation. you can create a tabbed dashboard for additional pages. rather than having all portlets fitted onto a single page as they might appear in a dashboard. the Actions menu will have the export options available.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. If you have more portlets than you want to show on one page.

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

The create rights allow you to create a new dashboard or portlet. If you share 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 access rights to the information displayed in a dashboard. having access to a dashboard does not automatically give you access rights to the project information.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 want to show project information in a dashboard. you can select and use these portlets for your dashboards.Create Dashboard . the person you with whom you share must also have the right so see the shared information. For example. The navigate rights provide access to the Dashboards and Portlets links in the Personal menu. In addition to the right to create and use a dashboard. 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. If you have the appropriate access rights for stock CA Clarity PPM system portlets.Navigate Portlet .Navigate The access rights are global.Create Portlet . If you do not have access rights to view project information. you must have rights to the project. The following access rights are required to work with dashboards and portlets: ■ ■ ■ ■ Dashboard .

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

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

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

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

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

consider the following: ■ The number of portlets you plan to include This can help determine whether you need tabbed pages. 2. The create page appears. Create a Dashboard To create a dashboard 1. 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. 3. 2. consider individuals to whom you might give manager privileges for your dashboard. Create the dashboard (see page 187). ■ Users with whom you might share Some users may not have rights to the information you are presenting in portlets. The following process shows the basic steps for setting up a dashboard 1. 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. Dashboard ID Defines a unique alphanumeric identifier for the dashboard. This name appears on the title bar of the dashboard and in the list page for dashboards.How to Set Up a Dashboard How to Set Up a Dashboard Before you set up a dashboard. Share the dashboard (see page 193). Click Dashboards in the Personal menu. The dashboards list page appears. In addition. Chapter 11: Personal Dashboarding 187 . Click New.

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

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

a displayed dashboard might not look exactly the way you design it in the Content and Layout section. but the larger size is accommodated by moving portlets to another row when the dashboard displays. This means. it can exceed the space allotted to it on a row. When this happens. a grid portlet with many columns).How to Set Up a Dashboard Dashboard Layout Templates To lay out a dashboard. you select a template layout that determines how many portlets appear on a row and the percentage of the dashboard width that is given to each portlet position. If a portlet is large (for example. A layout template provides a guideline for your displayed dashboard. 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 . the portlet is not truncated. The following table shows the templates available for dashboards. You can then add portlets and drag them to the position you want them to occupy in the Content and Layout section.

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

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

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

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

has a data provider. All available system data providers appear in the list. Data providers are special programming modules that provide field information to portlets. When you select a data provider. This preview of fields can help ensure that you select the correct data provider. System data providers. for example a project or an investment. 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 . Data providers are shown in a list for selection.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. the fields the data provider supplies are shown. Queries. The list of data providers contains the following data provider types: ■ Object data providers. Some data providers created for restricted CA Clarity PPM portlets are available for use by custom portlets. A custom object created by an administrator also has a data provider. Each object.

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 7. Show Determines whether the name of the aggregation row is displayed.Grid Portlets 6. Select the check box to display the name. standard deviation. The Grid Portlet: List Aggregation page appears. 3. and variance. The Aggregation Row Properties page appears. Allow Word Wrapping in Column Indicates whether the text in the column can wrap within the column. Select the check box to allow wrapping. Allow Word Wrapping in Column Header Indicates whether the text in the column label can wrap within the column. 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. Complete the following fields in the Display section: Decimal Places Specifies the number of decimal places that can appear in number fields. Enter the name you want to appear. average. click Aggregation under the List Column Section content menu. minimum. Click Add. You can choose from a number of mathematical functions to apply to the individual fields you choose for the row. sum. 2. Alignment Specifies the text alignment in grid cells. You can choose maximum. count. Complete the following fields: Label Defines the name for the aggregation row. To add an aggregation row to a grid portlet 1. Click Save. Attribute Specifies the field value that is to be used for aggregation. Select the check box to allow wrapping. Chapter 12: Portlets 209 . With the grid portlet open.

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

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

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

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

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

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

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

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

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

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

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

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. Portlets that have no mapped attributes are not affected by the filter portlet. ■ ■ Grid or graph portlet The portlet filter has precedence. Data that displays in an individual portlet is reset. Any portlet attribute that is not mapped does not have its value overridden.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. The user sees the following behavior: ■ If a user clicks Show All on the portlet filter. 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. Portlet filter Chapter 12: Portlets 221 . all the filter records for the portlet appear.

the filter portlet field values persist only within that page. If the scope is application level. 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. Important! Scope for filter portlets is based on the use of the same filter portlet across pages. 222 Common Features and Personal Options User Guide . the fields of the most recently used filter portlet are persisted.Filter Portlets Filter from this portlet Result values always override the filter values of previously submitted filter portlet requests. Application level Filter values are shared across pages. 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 filter portlet used last has its field values persisted across pages. Different filter portlets cannot be configured to share and persist filter request values. the same filter portlet must be added to each page. If multiple filter portlets are present on a page. For a filter portlet to be application level. 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.

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

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

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

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

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

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

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

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

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 . 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. You must have certain access rights to use discussions from these locations. Note: See the Project 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.

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

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

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

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

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

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

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

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

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

To access the Actions menu from a list page 1. additional options appear in the Actions menu for manipulating the charts or the time scale values. Or you may want to add fields or portlets to a page. or move them to a different part of the page. For example. Use the Multisort option to change your page layout. a list of resources). Use the Configure option to configure your page layout. If the page includes a Gantt chart or time scaled values. 2. Chapter 14: Lists 241 . You can delete fields or portlets from a page. 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. you can sort list pages by multiple columns or export and view all the listed data at once in an Excel spreadsheet format. The Actions menu is available from all list pages that allow configuration. 3. Click the Actions menu near the top-right of the page. 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. or set it in edit mode so you can edit the records in the list directly on the list. Access the Actions Menu The Actions menu appears on all list pages that allows configuration (for example. you can configure the Resources page to add a new Department field to your list of resources. 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.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. Open the list page from which you want to access the Actions menu.

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

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

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

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

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 .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).

Note how the risk and status indicator icons are each represented by a value and a color field. Calendar. Select an aggregation or comparison value to see the actual formula (used for calculating the value) in the Excel formula bar. 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). 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. Also the Document Manager.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. and Discussions image links are replaced by texts links to those applications. ■ Chapter 14: Lists 247 .

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

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

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 .

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

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

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

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

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

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

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

Chargeback GL Account Activity Report Credit to Allocation Displays the share of transactions of approved invoices that will be credited back to a provider. Database Tables and Columns: cbk_scaled_gl_txns. Total cost is split between provider accounts according to credit rules.transaction_date Appendix A: Crystal Reports Stock Report Descriptions 259 . Database Tables and Columns: biz_com_periods.chargeback_type = ― ― THEN cbk_scaled_gl_txns. Database Tables and Columns: srm_resources.period_name Investment Displays the name of the investment being reported on.first_name Task Displays a project task being reported on. Database Tables and Columns: prtask.scaled_amount GL-Period Displays the GL time period that the report covers using a yyyy/mm format. Database Tables and Columns: If cbk_gl_txns.last_name srm_resources.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. Database Tables and Columns: inv_investments.

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

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

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

To use the OBS Unit parameter to filter the report.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. For more information. or complete.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. milestone. Database Tables and Columns: prtask. Database Tables and Columns: This is a calculated field. Run this report if you work with resource management. Database Tables and Columns: prtask. not started. Task Displays a project task being reported on. prtask. Database Tables and Columns: prtask. prtask.priskey.prstatus Type Displays whether the report item is a task. Prerequisites ■ ■ Resources must be assigned a calendar. see the report's SQL statement. or phase is started. milestone.pristask.prname Task Status Displays whether a task. Appendix A: Crystal Reports Stock Report Descriptions 269 . at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects. or a phase. Note: See the Resource Management User Guide for more information.

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

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

Parameters End Date Defines the end date of the report. To select a specific end date. Project Approval Indicates the approval status of the projects you want included on the report. For projects.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. Manager Indicates the manager whose projects are to appear on the report. Plan Type Indicates the plan type to filter the report by. 272 Common Features and Personal Options User Guide . OBS Unit Indicates the OBS unit by which the report is filtered. select the Relative Date option and select the relative date that applies from the drop-down list for the field. services. To select a relative date. project scoring data and graphics are displayed if you are using the project goals and alignment activity features. or other investment types must exist in CA Clarity PPM. Investment Type Indicates which investment type's projects are be included on the report. 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. Click the Browse icon and select the investment type from the list that appears. Select the plan type from the drop-down list in the field. Requirements ■ ■ Projects. Note: See the Project Management User Guide for more information. 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.

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

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

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

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

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

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

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

0 + inv_projects. Database Tables and Columns: Based on budget flags (S2 and S3).0 + inv_projects.rcf_interdependency * 1.0 + inv_projects.0 + inv_projects. Database Tables and Columns: Based on Hours Variance.rcf_resource_avail * 1. the value is taken from inv_investment.0) For other investment types. S3 Displays using a stoplight the cost variance between the budgeted cost and the EAC cost. 280 Common Features and Personal Options User Guide .rcf_funding * 1.0) / (11.0 + inv_projects. See the legend on the report for stoplight values. Database Tables and Columns: Based on Cost Variance.rcf_org_culture * 1. S1 Displays the overall health of the project using a stoplight.rcf_implementation * 1.risk.rcf_technical * 1.rcf_sponsorship * 1.0 + inv_projects. See the legend on the report for stoplight values.rcf_supportability * 1.rcf_objectives * 1.0 + inv_projects.rcf_flexibility * 1. See the legend on the report for stoplight values.0 + inv_projects. S2 Displays the hour variance of a project using stoplights.0 + inv_projects.0 + inv_projects.rcf_human_interface * 1. Database Tables and Columns: If the Investment type is ―Project‖ then (inv_projects. See the legend on the report for stoplight values.Investment Status Report Risk Displays the open risks for a project using stoplights.

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

To use the OBS Unit parameter to filter the report. Parameters End Date Defines the end date of the report. Note: See the Project Management User Guide for more information. To select a specific day. select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. OBS Unit Indicates the OBS unit by which the report is filtered. 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. Requirements ■ The project must be financially enabled to generate this report. To select a relative date. ■ Portfolio management Note: See the Portfolio Management User Guide for more information. To select a specific end date. ■ ■ Transactions must have been entered and posted through financial processing.Project Transactions Inquiry Report ■ Service management Note: See the IT Service Management User Guide for more information. select the Relative Date option and select the relative date that applies from the drop-down list for the field. select the Relative Date option and select the relative date that applies from the drop-down list for the field. Start Date Defines the start date of the report. To select a relative date such as Start of Next Month. Project Indicates the project or projects on which data is reported. at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects. ■ Demand management Note: See the Demand Management User Guide for more information. 282 Common Features and Personal Options User Guide . Project Manager Indicates the manager or managers whose projects are to appear on the report.

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

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

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

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

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

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

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

Database Tables and Columns: This value is not stored in a database table and column. It is passed as a parameter. Prerequisites ■ To use the OBS Unit parameter to filter the report. Parameters Period Type Indicates whether the weekly or monthly period type will be reported. 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. Click the Browse icon to select names. Variance Displays the percentage of difference between the hours allocated for a project and the hours assigned to resources. see the report's SQL statement. Note: See the Resource Management User Guide for more information.Resource by Role Description Report Type Displays the type of hours.Allocated Hours)/Allocated Hours). Calculation: ((Assigned Hours . Resource Manager Identifies the Resource manager or managers whose data displays in the report. Database Tables and Columns: This is a calculated field. at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects. The value is either Allocated or Assigned. For more information. 290 Common Features and Personal Options User Guide .

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

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

■ Portfolio management Note: See the Portfolio Management User Guide for more information. Prerequisites ■ Resources must be set up and assigned a track mode of "Time". ■ Project management Note: See the Project Management User Guide for more information. Use this report to view all hours worked during certain time periods at certain regions or locations. ■ Parameters From Period Defines the beginning of the effective date range for the report. 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. Click the Browse icon and select the OBS from the list that appears. 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 use the OBS Unit parameter to filter the report. select the Relative Date option and select the relative date that applies from the drop-down list for the field. To select a specific end date. Resource OBS Indicates the OBS unit that the report will be filtered by. ■ Service management Note: See the IT Service Management User Guide for more information. ■ Financial management Note: See the Financial Management User Guide for more information. To select a relative date. at least one OBS must be added to the system and an OBS unit must be assigned to the programs or projects. Resources must have entered hours worked into their timesheet in CA Clarity PPM for the time period that is selected.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. ■ Demand management Note: See the Demand Management User Guide for more information. Appendix A: Crystal Reports Stock Report Descriptions 293 .

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

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

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The gauge component measures the forecasted resource utilization. Appendix B: Stock Interactive Portlets 297 . Role Capacity/Demand Displays the total capacity in percentage. The following Xcelsius visualizations display on this portlet: Average Forecasted Utilization Displays the utilization of roles in an organization. The grid component displays the capacity and demand for a role for the next 6 months. Incremental cost in the grid displays the increase or decrease in cost when the FTE/hours slider is increased or decreased respectively. Capacity and Demand by Role Displays the total capacity and demand for each role for six months starting current month. Each pie segment represents the total capacity and demand for a role. This same information is displayed in the list. The column graph gives a comparison between demand and capacity by month. The following columns display on the Capacity and Demand by Role chart: Role Displays the roles associated for this project.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. except it displays incremental cost information. You can replace a role with resources that can complete the work. 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 values are taken from the cost matrix.Resource Portlet Incremental Cost Displays the increase or decrease in cost when FTE or hours are increased or decreased respectively. 298 Common Features and Personal Options User Guide . Capacity Displays the total number of available hours for the associated resource. Remaining Capacity Displays the difference between the total demand and the total capacity for each month for all investments. Demand Displays the total number of assigned or allocated hours for the associated resource.

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

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

Investment is poorly aligned White. Investments use three factors when scoring. Click an investment name to view the detailed properties for that investment. The following describes this portlet: Schedule Finish Date Displays the scheduled finish date of this investment.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. Grow the Business. Alignment Score Investments appear on the graph somewhere between good and poor according to their alignment with business goals. its costs restrict to this year. Investment is average aligned Red (0 and 34). Appendix B: Stock Interactive Portlets 301 . Values: Cost Avoidance. Investment is well aligned Yellow (35 and 64). Goal Defines the goal of this project. Cost Reduction. Values: Bubble colors display the risk color ■ ■ ■ ■ Green (65 and 100). changing the planned cost of an investment changes its bubble size. cost. For example. 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. and risk. 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. or Maintain the Business. In addition. if you defined a budget for a portfolio for this year only. Infrastructure Improvement. The following columns display on this portlet: Investment Displays the name of the investment in the drop down. business alignment.

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

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

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

editing • 248 data providers • 195 department locations. about • 15 company-wide information • 14 configuration versus customization • 17 Index 305 . viewing and analyzing • 30 department resources planning capacity • 31 viewing aggregated capacity/demand • 31 viewing list of • 31 departments about • 19 access rights • 20 creating • 22 creating portfolios • 30 deleting • 33 managing budgets • 25 managing general properties • 23 managing investments • 32 prerequisites • 20 subscribing to services • 28 viewing sub-departments • 26 discussions about • 231 accessing from project • 232 creating topics • 233 posting messages • 234 posting replies to messages • 235 display options changing column properties • 158 configuring • 161 Document Manager about • 71 creating folders • 74 B basic searches. performing • 146 C calendars changing view • 47 managing • 43 modifying • 46 common features. managing • 27 department portfolios.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.

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

K Knowledge Store access rights • 72 accessing • 73 adding documents • 76 managing documents • 81 permissions • 72 L lists Actions menu • 241 editing fields • 241 managing list filters • 166 M managing on overview page • 61 multisort changing column sort order • 242 hierarchical lists • 239 in Actions menu • 241 my projects. viewing a list of • 67 proxies for action items. 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 . building • 143 process instances cancelling • 54 deleting • 53 processes managing • 48 modifying in organizer • 51 starting • 50 projects. viewing • 67 changing portlet titles • 61 content • 61 customizing • 57 making personal • 58 managing • 63 managing tabs • 63 personalizing • 58 removing portlets • 61 restoring defaults • 61 using • 66 Overview page tabs adding • 63 removing • 63 reordering • 63 viewing details • 63 P page and portlet configuration adding aggregation rows • 162 changing column names • 158 changing display options • 161 editing aggregation row properties • 164 editing display properties • 158 paused report runs. designating • 134 N notes. 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.

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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