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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. -
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. -
The portlet shows the project spend to vendors by month. The Vendor field picked on the portlet comes from the Vendor mentioned when creating the voucher (as displayed on the first screenshot). This provides a nice view of identifying how much is spent by an organization on the vendor employees on their workforce. -
The portlet shows the project spend to vendors by month. The Vendor field picked on the portlet comes from the Vendor mentioned when creating the voucher (as displayed on the first screenshot). This provides a nice view of identifying how much is spent by an organization on the vendor employees on their workforce.
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“Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project. Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work? The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria. This portlet checks that table, and sets the Missing Rate attribu -
This is the same portlet as the out of the box Weekly Detail with an additional filter element for Program (multiple select). Portlet displays resource allocations graphically for each project in the specified program(s), for the next six weekly periods. Portlet filterable by numerous project, resource, and assignment attributes. Graphical representation shows Resource Availability Threshold and Allocation in hours, as a mouse-over. -
This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs. -
Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule. Portlet initially displays project data. But there is a + sign toggle, which, when clicked, reveals task data, and the toggle becomes a – sign. User can choose to Automatically Expand all levels from Options Icon>Configure>List Column Section>Options. Portlet supports up to 10 levels of WBS. Portlet filterable by project name and ID, OBS structure, manager name, active/inactive, and open for time entry. -
The All Action Items portlet provides detail on all actions items, including the name, type, assignee, status, due date, health indicator and creator of the action item. The portlet can be filtered by project, assignee, AI status, and due date range. -
This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right. -
This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right.
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Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute. Chart shows Idea Progress names in legend, and count total is available as a mouse-over. No filters available on this portlet.
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