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

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

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

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

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

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

................................................................................. 300 Investment Dashboard .............................................................................................................. 276 Project Transactions Inquiry Report ................................ 281 Resource Assignments Report ............. 293 Appendix B: Stock Interactive Portlets 297 Resource Portlet ................................................ 290 Timesheet Detail Report ...... 297 Portfolio Portlet ...................................... 303 Index 305 12 Common Features and Personal Options User Guide ................................................................................................Investment Status Report ............................ 299 Portfolio 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 . and on your company’s use of the product.Chapter 1: Introduction A number of options and features are common to all of the user modules. Access to these features and options depend on your access rights.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Note: To receive alert notifications in the portlets on this page. 4. Click the name of the tab whose details you want to view. 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). Click the Manage My Tabs link. 2. The Personalize: Page Properties page appears for that tab. and layout information for all of the tabs that appear on the Manage Tabs page. portlet. Click Overview from the Personal menu. you may see all or only some of these portlets. 66 Common Features and Personal Options User Guide . You can change your default work area by adding or remove contents as available and according to your needs. 3. The Manage Tabs page appears. The Overview: General page appears. you must have selected the Alert check box for each functional area (notification category) for which you want to receive alerts.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 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. edit the events you created. If you decide to accept the event.General page to add or remove projects to the My Projects portlet. you can view event details. time. you can view their details and decline them. Declined events do not appear in this portlet. click the project’s name. edit. Note: See the Project Management User Guide for more information. click the name of the event you want to open. Events Portlet The Events portlet displays a list of events which you created and which you have accepted to attend. Use this portlet to quickly access projects for viewing and editing. and to create new projects. and duration of the events to which you have accepted. To view the event details from the Events portlet. In addition. In addition. and you can invite multiple resources to attend. Add and Remove Projects to the My Projects portlet Use the Project Properties: Main . and create events from the Organizer: Calendar Events page.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. Use the Events portlet to see at a glance the date. 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. New events to which you are invited are only listed on the Organizer: Calendar Events page. View Event Details Though you cannot edit events you did not create. You can also view. and create new ones. Chapter 4: Your Overview Page 67 . An event can be a meeting or a special occasion. even after you have accepted them. it is also listed in the Events portlet.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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You can run and view out-of-the-box reports or reports designed for your specific needs. This section contains the following topics: Stock Reports (see page 119) About Report Security (see page 120) Reports Access Rights (see page 120) Jobs Affecting Report Data (see page 121) View a List of Reports (see page 122) Run or Schedule Reports To Run (see page 122) Scheduled Report Runs (see page 122) Add Reports to the My Reports Portlet (see page 128) Set Up Report Status Notifications (see page 128) Grant View Permissions to Report Runs (see page 129) View Generated Reports (see page 130) Delete Generated Reports (see page 130) Stock Reports Stock CA Clarity PPM reports are provided to address many of your reporting needs. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. You must be granted the appropriate access rights to view and work with reports.Chapter 7: Reports Reports are documents that organize and display extracted data into meaningful information. you can capture and analyze data related to your work. Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. Chapter 7: Reports 119 . With reports.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

to search for documents and forms that contain either "jakarta" or "apache" and "website". Escape Special Characters in Global Searches You must escape special characters in global searches properly.Global Search Tool NOT The NOT operator excludes documents or forms that contain the term after the NOT operator. use the query: "jakarta apache" NOT "jakarta CA Clarity PPM" or. To escape these characters.operator. or prohibit. You can use the symbol ! in place of the NOT operator."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. For example.(prohibit) The -. use the "\" (backslash) character before the special character. For example. 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 . 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". "jakarta apache" ! "jakarta CA Clarity PPM" The NOT operator cannot be used with just one term. "jakarta" or "apache". to escape the special characters in a global search for (1+1):2. may exist. operator excludes documents or forms that contain the term after the . Example: To search for documents and forms that contain "jakarta apache" but not "jakarta CA Clarity PPM". 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.

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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move. In addition. add.Chapter 10: Page and Portlet Configuration All of the pages and portlets in CA Clarity PPM are formatted as tables with columns and rows. and hide the columns and fields that appear on pages and portlets. 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. 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 might find it more helpful to add a column that displays the resource’s role on the page as well. You may want to add fields or portlets to a page. You can delete fields or portlets from a page. and you can edit the filtering options and layout. Similarly. Several options are available to change the appearance of fields and columns on a page or portlet. the default Resource List page displays resource data by resource name. email address. No special programming or software knowledge is required. the Resource List filter allows you to search by resource name and ID and other factors. ID.Configuration Overview Configuration Overview Many pages and portlets contain lists that can be configured. and resource and employee type. Pages. 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. 154 Common Features and Personal Options User Guide . or move them to a different part of the page. For example.

You can also access the list filter configuration options from 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. Like the time-scaled value option. portlets. A generic system error can occur during the query. Fields and Page. you can use the Gantt configuration option to change the time period displayed. Use this page to change Gantt chart layout and data display. Portlet. and aggregated fields. This menu is available near the top right of list pages. and filter layouts Gantt chart data and layouts Time-scaled data and layouts Note: If a page or portlet contains too many columns. and filters. Gantt Chart Data and Layout Gantt charts also display data by time period. click the Actions menu and choose Configure. Chapter 10: Page and Portlet Configuration 155 . portlet. You must remove some columns or aggregate functions from the page or portlet layout. 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. filters. If the portlet is unavailable for configuration. You can find Gantt charts on a number of pages in the application. and Filter Layouts Use the Configure: List Column Layout page to change the fields and layout of list pages. 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. and the kind of data displayed to a different available option. To access this page. on the page you want to configure. Use the Gantt Chart Column Settings page to change the layout and data displayed on a Gantt chart.Configuration Overview You can configure page/portlet layout and graphic displays: ■ ■ ■ Fields and page.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The Configure Options page appears. the color palette (out-of-the-box or custom) assigns colors based on this key. do the following and save your changes: ■ Click the Consistent Color Key drop-down and select a key. To configure a graph portlet to use consistent colors and color key 1. Your selection will override the selection (for this graph only) at the system level. 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. ■ Chapter 10: Page and Portlet Configuration 177 . In the Options section.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. Once a key is selected. Click the Actions menu for a graph portlet and select the Configure option. you can configure a graph portlet to do the following: ■ ■ Use consistent colors in that graph portlet. Use a consistent color key when assigning colors to that graph portlet. Note: To configure a graph portlet to use or not use consistent colors globally across CA Clarity PPM. 2. your CA Clarity PPM administrator must make the change using Studio.

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

you are given the ability to view and manage the dashboard. groups. 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. You can choose to share the dashboard with other users. the dashboard also appears in the shared user's personal dashboard list where it can be selected and viewed. 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. 180 Common Features and Personal Options User Guide . Give this privilege to only a few trusted users. If you share your dashboard with another user. As the creator. or OBS groups in your organization. Manager.About Dashboards Share Dashboards When you create a dashboard. The changes apply only to the user's version and are not viewed by others. 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. This option allows a user to view the dashboard. which overwrites all personalized changes.

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

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

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

He does share the dashboard with the entire OBS development unit and the executive management team. allowing these users to view portlets in the dashboard. Do one of the following to view a dashboard: ■ ■ Click the icon next to a dashboard in the list. Click the name of a dashboard to open the Dashboard: Details page and click [View Dashboard].View a Dashboard ■ ■ ■ Tasks by Team Member Time Entries by Team member Work Completed and Work Remaining Stan does not allow others to personalize his dashboard. Click Dashboards in the Personal menu. The My Dashboards page appears showing dashboards created by you or shared with you by other users. 2. 184 Common Features and Personal Options User Guide . View a Dashboard To view a dashboard 1.

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

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

2. consider the following: ■ The number of portlets you plan to include This can help determine whether you need tabbed pages. 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. Chapter 11: Personal Dashboarding 187 . Dashboard ID Defines a unique alphanumeric identifier for the dashboard. Share the dashboard (see page 193). Create the dashboard (see page 187).How to Set Up a Dashboard How to Set Up a Dashboard Before you set up a dashboard. consider individuals to whom you might give manager privileges for your dashboard. 2. The dashboards list page appears. Click Dashboards in the Personal menu. Click New. This name appears on the title bar of the dashboard and in the list page for dashboards. Create a Dashboard To create a dashboard 1. In addition. ■ 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. ■ 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. The create page appears. Complete the following fields: Dashboard Name Defines the name of the dashboard.

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

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

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

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

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

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

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

has a data provider. System data providers. 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. All available system data providers appear in the list. A custom object created by an administrator also has a data provider. The list of data providers contains the following data provider types: ■ Object data providers. Queries created by a CA Clarity PPM administrator for custom portlet creation also appear in the list of available data providers. Data providers are shown in a list for selection. ■ ■ Chapter 12: Portlets 195 . the fields the data provider supplies are shown. Queries.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. Some data providers created for restricted CA Clarity PPM portlets are available for use by custom portlets. for example a project or an investment. Each object.

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

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

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

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

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

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

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

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

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

Open as Pop-up Indicates whether the page appears as a pop-up. CA Clarity PPM automatically displays new virtual attributes in the far right column of the 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. Select the check box to allow wrapping. The column settings page appears. With the grid portlet open. The create page appears. Link Specifies a page link that appears as a secondary value that the user can select. Select a page from the drop-down list. Chapter 12: Portlets 205 .Grid Portlets 4. Complete the following fields in the General section: Column Label Defines the name that appears at the top of the column list in a grid portlet. To add a progress bar to a grid portlet 1. Image Specifies the image to use in the grid column. Add a Progress Bar to a Grid Portlet A progress bar shows progress over time. The field page appears. Allow Word Wrapping in Column Header Indicates whether the text in the column label can wrap within the column. click Fields under the List Column Section content menu. 3. Select an image from the drop-down list. Disable Link Attribute 5. Click Submit. Select Progress Bar and click Submit. Click New. Select the check box to have the page appear as a pop-up. You can move the virtual attribute to a different position in the List Column layout. 2. 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. A time-scaled value is based on a time-varying attribute for which a user enters values in CA Clarity PPM. Number of Stages Specifies the field value that defines the total number of stages in the progress bar. Select a field from the drop-down list. 206 Common Features and Personal Options User Guide . Select the check box to have the column label appear.Grid Portlets 4. Current Stage Name Specifies the field value to use for each stage in the progress bar. Select the check box to allow wrapping. The value displays below the column label. 5. Color Attribute Specifies the color. Only an administrator with the appropriate rights can create a time-varying attribute. Current Stage Number Specifies the field value to use for the current stage in the progress bar. Allow Word Wrapping in Column Header Indicates whether the text in the column label can wrap within the column. Note that as a user you cannot 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. Click Submit. 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. Show Column Label Indicates whether the column label appears at the top of the column list. Select the check box to display the name. Select a field from the drop-down list. Select a field from the drop-down list. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Discussion allows its users to post discussion topics and reply to topics and messages. You must have certain access rights to use discussions from these locations. Note: See the Project Management User Guide for more information.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 . 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. This feature is available from the following locations: ■ ■ Projects and Programs Requisitions Note: See the Resource Management User Guide for more information.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 resource names appear hyperlinked. Clicking a link takes you to the Resource: Properties: Main General for that specific resource. The following shows the Projects list page (before exporting to Excel): 246 Common Features and Personal Options User Guide .

Actions Menu The following shows the Projects list page (after exporting to Excel). Calendar. 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. Also the Document Manager. 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 how the risk and status indicator icons are each represented by a value and a color field. ■ Chapter 14: Lists 247 . Select an aggregation or comparison value to see the actual formula (used for calculating the value) in the Excel formula bar. 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.

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

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

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 .

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

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

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

Appendix A: Crystal Reports Stock Report Descriptions 255 . 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. The data is taken from the aggregated actuals posted in WIP. Actual to Date Displays the actual amount of the budget spent to date. For more information. this value is taken from fin_financials. % Total Budget Displays the amount spent as opposed to the amount budgeted. Calculation: (Actual to Date /Budget Total) x 100 Database Tables and Columns: This is a calculated field. Report Fields % Spent Displays the percentage of the actual budget that has been spent to date.budget_cst_total.Budget Forecast Analysis Report Reporting Currency Defines the currency type that appears on the report for amounts and totals. select the Relative Date option and select the relative date that applies from the drop-down list for the field. see the report's SQL statement.planned_cst_total. see the report's SQL statement. For more information. else it is taken from fin_financials. To select a specific day. Database Tables and Columns: ppa_wip_values. Start Date Defines the start date of the report. Database Tables and Columns: If the investment has a detail budget.total_cost Budget Total Displays the total amount of the budget for the investment. Calculation: (EAC / 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 detailed budget. Manager Displays the name of the manager whose projects are being reported on. If the forecast cost is not present.manager_last_name nbi_project_current_facts. If a detail budget exists. the monthly budget/forecast is 2. the single budget amount is evenly distributed over the duration of the project.Budget Forecast Analysis Report EAC Displays the estimated actuals at completion. Forecast (Months 1-3) Displays the budget forecast for selected months (1-3). For example: If the simple budget=12.000. For more information.slice. this value is taken from the slice table odf_ssl_cst_dtl_cost.000 and the project duration is 6 months. 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. If only a simple budget exists. see the report's SQL statement. If the investment has simple budget and has forecast cost. For more information. Calculation: Budget Total . The Forecast fields must have either a detail or a simple budget entered for the investment for data to appear in these fields. see the report's SQL statement. 256 Common Features and Personal Options User Guide . Calculation: Actual to Date + Month (1 to 3) + Remainder Database Tables and Columns: This is a calculated field.manager_first_name Plan/Budget Variance Displays the difference between the actuals budgeted and the actuals posted at completion. Database Tables and Columns: nbi_project_current_facts. the report does its slicing during the runtime based on the forecast cost.EAC Database Tables and Columns: This is a calculated field.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Database Tables and Columns: Maximum of odf_issue_v2.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_first_name Project Name Displays the name of project being reported on. Database Tables and Columns: nbi_project_current_facts.priority_code OBS Displays the organizational breakdown structure for the projects on the report. Database Tables and Columns: nbi_project_current_facts.manager_last_name nbi_project_current_facts.stage odf_inv_v. See the legend on the report for stoplight values.Investment Status Report Issues Displays the level of open issues for a project using stoplights. Database Tables and Columns: nbi_dim_obs.obs_unit_id Progress Displays using a progress bar how complete the project is. Database Tables and Columns: odf_inv_v.

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

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

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

see the report's SQL statement. Database Tables and Columns: ppa_wip. Database Tables and Columns: nbi_project_current_facts.resourcecode Approved Date Displays when the project was approved.chargeable (= 1) ppa_transcontrol. Database Tables and Columns: pac_mnt_projects. Report Fields Amount Billed Displays the total amount billed to the project.approvedatetime Bill Rate Displays the billing rate for the transaction. Database Tables and Columns: pac_mnt_projects.act_billing Approved By Displays the project approver. Database Tables and Columns: ppa_wip.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.charge_code 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. For more information.

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

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

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

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

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

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

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. 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. Resource Manager Identifies the Resource manager or managers whose data displays in the report. 290 Common Features and Personal Options User Guide . Calculation: ((Assigned Hours . 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. Database Tables and Columns: This is a calculated field. Click the Browse icon to select names.Allocated Hours)/Allocated Hours). Prerequisites ■ To use the OBS Unit parameter to filter the report. Note: See the Resource Management User Guide for more information. For more information.Resource by Role Description Report Type Displays the type of hours. Parameters Period Type Indicates whether the weekly or monthly period type will be reported. It is passed as a parameter. Database Tables and Columns: This value is not stored in a database table and column.

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

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

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

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

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

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

Resource Portlet Incremental Cost Displays the increase or decrease in cost when FTE or hours are increased or decreased respectively. 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 values are taken from the cost matrix. Capacity Displays the total number of available hours for the associated resource. 298 Common Features and Personal Options User Guide .

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

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

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

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

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

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

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. 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. about • 15 company-wide information • 14 configuration versus customization • 17 Index 305 . performing • 146 C calendars changing view • 47 managing • 43 modifying • 46 common features. editing • 248 data providers • 195 department locations.

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

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. adding to timesheets • 103 notifications deleting • 56 viewing • 56 O offline timesheets downloading and installing • 111 entering time • 95 refreshing assignments • 117 requirements • 110 retrieving • 113 saving to CA Clarity PPM • 115 setting up • 110 submitting • 115 using offline • 109 organizer accessing • 36 correcting run-time errors • 52 viewing available processes • 49 viewing in • 56 Overview page about • 57 adding new • 63 changing content • 61 R report runs Index 307 . viewing • 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. viewing a list of • 67 proxies for action items. building • 143 process instances cancelling • 54 deleting • 53 processes managing • 48 modifying in organizer • 51 starting • 50 projects.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. designating • 134 N notes.

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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