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    Clarity Hidden Pages – View and Unlock Security Locks

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    The CA Clarity Hidden Page Security Locks document provides an overview of how to view and remove the locks currently being held on the system using the Security Locks hidden page.
    Details

  • Actuals/ETC/Allocations per Resource – Oracle

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    The portlet displays posted time by project for the logged in user based on time period and date range.  This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to.  The actuals are displayed per month in the form of TSVs.
    Details

  • Actuals/ETC/Allocations per Resource – SQL

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    The portlet displays posted time by project for the logged in user based on time period and date range.  This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to.  The actuals are displayed per month in the form of TSVs.
    Details

  • Actuals/ETC/Allocations per Resource – Postgres

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    The portlet displays posted time by project for the logged in user based on time period and date range.  This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to.  The actuals are displayed per month in the form of TSVs.
    Details

  • Allocation Compliance Column Chart (JS Report)

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    Allocation Compliance Column Chart provides the resource manager a single place to view the Allocation compliance information in the form of a stacked column chart. Allocation Compliance is calculated based on the value of 'Availability to Allocation Hours %'. Allocation Compliance is 'Under Allocated (Less Than 80%)' WHEN 'Availability to Allocation Hours %’ is less than 80. Allocation Compliance is 'Appropriately Allocated (Between 80-120%)' WHEN 'Availability to Allocation Hours %' is between 80 and 120. Allocation Compliance is 'Over Allocated (Over 120%)' WHEN 'Availability to Allocation Hours %' is greater than  120. User can further narrow their search by Resource Is Active?, OBS Type & Path, Associated Project OBS?, Allocation Start Date, Investment Name and Resource Manager. User can use exact dates or relative dates for Allocation Start Date filter parameter.
    Details

  • Financial Benefit Details Rollup – Oracle

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    This configuration and accompanying process allows users to capture Financial and Non-Financial (Metrics, Soft, etc.) Benefit in a custom sub-object, then programmatically create an out-of-the-box Benefit Plan with just the Financial Portion from the custom sub-object.  The solution is comprised of:
    • Sub-Object (Benefit Plan Details, Parent = Project)
    • Process: Create Benefit Plan (uses sub-object as primary input, native BP is output)
    • Process: Update sql - Cost Benefit Plans (one-time script to update Projects)
    The Process to create the Benefit Plan is initiated when users check the Create Benefit Plan box on the sub-object.  Every time the Process runs it aggregates all rows from the sub-object that are flagged as Financial and creates a new Benefit Plan.  The resulting BP is not linked to any Cost Plans. Users who install this base solution will want to consider:
    • Ensure on the Benefit Details List view the Planned and Realized Amounts are displayed
    • Modifying the Create Benefit Plan Process in support of a BP naming convention consistent with local PMO Practices
    • Modifying the Create Benefit Plan Process to link the BP to the Cost Plan of Record
    • Creating a Portlet that pulls together rows of data from the sub-object across multiple projects in a summarized view as well as a detailed view
    Once installed, please refer to the Benefit Detail Functionality Document for how to create Benefit Detail records, initiate the process, and the Benefit Plan Creation.
    Details

  • Financial Benefit Details Rollup – SQL

    $0.00
    This configuration and accompanying process allows users to capture Financial and Non-Financial (Metrics, Soft, etc.) Benefit in a custom sub-object, then programmatically create an out-of-the-box Benefit Plan with just the Financial Portion from the custom sub-object.  The solution is comprised of:
    • Sub-Object (Benefit Plan Details, Parent = Project)
    • Process: Create Benefit Plan (uses sub-object as primary input, native BP is output)
    • Process: Update sql - Cost Benefit Plans (one-time script to update Projects)
    The Process to create the Benefit Plan is initiated when users check the Create Benefit Plan box on the sub-object.  Every time the Process runs it aggregates all rows from the sub-object that are flagged as Financial and creates a new Benefit Plan.  The resulting BP is not linked to any Cost Plans. Users who install this base solution will want to consider:
    • Ensure on the Benefit Details List view the Planned and Realized Amounts are displayed
    • Modifying the Create Benefit Plan Process in support of a BP naming convention consistent with local PMO Practices
    • Modifying the Create Benefit Plan Process to link the BP to the Cost Plan of Record
    • Creating a Portlet that pulls together rows of data from the sub-object across multiple projects in a summarized view as well as a detailed view
    Once installed, please refer to the Benefit Detail Functionality Document for how to create Benefit Detail records, initiate the process, and the Benefit Plan Creation.
    Details

  • Financial Benefit Details Rollup – Postgres

    $0.00
    This configuration and accompanying process allows users to capture Financial and Non-Financial (Metrics, Soft, etc.) Benefit in a custom sub-object, then programmatically create an out-of-the-box Benefit Plan with just the Financial Portion from the custom sub-object.  The solution is comprised of:
    • Sub-Object (Benefit Plan Details, Parent = Project)
    • Process: Create Benefit Plan (uses sub-object as primary input, native BP is output)
    • Process: Update sql - Cost Benefit Plans (one-time script to update Projects)
    The Process to create the Benefit Plan is initiated when users check the Create Benefit Plan box on the sub-object.  Every time the Process runs it aggregates all rows from the sub-object that are flagged as Financial and creates a new Benefit Plan.  The resulting BP is not linked to any Cost Plans. Users who install this base solution will want to consider:
    • Ensure on the Benefit Details List view the Planned and Realized Amounts are displayed
    • Modifying the Create Benefit Plan Process in support of a BP naming convention consistent with local PMO Practices
    • Modifying the Create Benefit Plan Process to link the BP to the Cost Plan of Record
    • Creating a Portlet that pulls together rows of data from the sub-object across multiple projects in a summarized view as well as a detailed view
    Once installed, please refer to the Benefit Detail Functionality Document for how to create Benefit Detail records, initiate the process, and the Benefit Plan Creation.
    Details

  • Project Budget vs Planned vs Actual by Month – Oracle

    $0.00
    This portlet shows the project costs by Month. The information displayed includes:
    • Start Date for project
    • End Date for project
    • Budgeted Cost
    • Planned Cost
    • Actual Hours
    This provides the PM with a one shot view of the total financials/actuals for the project. The Project name field is linked to the project properties page. In case of any adjustments, the PM can toggle b/w the portlet and the project with ease.  The user can filter on multiple projects, or projects by OBS, or by PMs, to view the data on the portlet.
    Details

  • Project Budget vs Planned vs Actual by Month – SQL

    $0.00
    This portlet shows the project costs by Month. The information displayed includes:
    • Start Date for project
    • End Date for project
    • Budgeted Cost
    • Planned Cost
    • Actual Hours
    This provides the PM with a one shot view of the total financials/actuals for the project. The Project name field is linked to the project properties page. In case of any adjustments, the PM can toggle b/w the portlet and the project with ease.  The user can filter on multiple projects, or projects by OBS, or by PMs, to view the data on the portlet.
    Details

  • Project Budget vs Planned vs Actual by Month – Postgres

    $0.00
    This portlet shows the project costs by Month. The information displayed includes:
    • Start Date for project
    • End Date for project
    • Budgeted Cost
    • Planned Cost
    • Actual Hours
    This provides the PM with a one shot view of the total financials/actuals for the project. The Project name field is linked to the project properties page. In case of any adjustments, the PM can toggle b/w the portlet and the project with ease.  The user can filter on multiple projects, or projects by OBS, or by PMs, to view the data on the portlet.
    Details

  • Project Variances – Oracle

    $0.00
    This Project Variances portlet provides a project manager a consolidated view of all of their active projects and open project tasks and shows them the baseline variance for the task EAC’s and the task start and finish dates.  This gives the project manager a single place to view and manage how their projects are progressing against their baselines. The PM can easily detect when projects are running behind and pinpoint which tasks are causing the variance in the schedule.
    Details

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