Pie Chart Portlet displays counts of active projects with various Stale ratings. Calculation is Percent Stale Tasks = number of open (not completed) tasks with a finish date over 15 days old, divided by total open tasks.  Filterable by OBS structure and project manager.  Data label = project count.  Mouse-over and Legend labels = stale rating.  More than 90% Stale means 90 to 100% of open tasks on a project have finish dates older than 15 days.  More than 80% Stale means 80 to 89% of open tasks on a project have finish dates older than 15 days.  Less than 70% Stale means fewer than 70% of open tasks on a project have finish dates older than 15 days. By clicking on pie slice, a drilldown grid portlet appears with listing of projects and their Stale Ratings.

This portlet shows resource allocation by percent and hours, and gives ability to filter on allocation percent. The RM can use the portlet to see if any of the resources is over/ under allocated.

The Financial Summary by Charge Code – Graph Stacked portlet displays yearly charge code financial information across all projects in a stacked bar graph.  This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow.   The depreciation is calculated based on a straight-line method.  The user may filter on OBS unit and/or portfolio to narrow down the search results.

The Global Action Items portlet will help users and clarity admins to keep track of action items in the CA PPM system. This is useful to keep track of Timesheet Approval through Action Item or any other Action Item related workflows. The portlet displays Name, Type Assignee, Created by, Due Date, Health and Status of the Action Items as default columns. The portlet provides  Project, Project Manager, Project OBS, Assignee, Status and Due Dates of the Action Items as default filters.