The Populate Prior Periods Forecast From Actuals in Cost Plans process updates Cost Plans for Active Projects, it updates the Forecast for previous months = Posted Actuals, to remove variances from past periods. This is an On Demand process in Clarity named Populate Prior Periods Forecast From Actuals in Cost Plans and can be manually executed from the Organizer or scheduled through the “Execute a Process” job. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The process is very flexible and supports Cost Plans with any given grouping and it also works without any dependency on timeslices or other jobs. The process fetches Cost plan of records for all active projects in the system that have Actuals transactions in WIP table. It then process those cost plans to update all of the prior monthly forecast periods with the corresponding monthly Actuals.

The Program Dashboard Sub-Project Status portlet gives the ability to view the most recent status report for all sub-projects on a program.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. This portlet displays each sub-project, type of status, and the symbol related to the severity.

Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”.   The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage.

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.