Project Management Archives - Page 54 of 69

Creating a Project Status Report QRG – Classic PHX UX

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A Quick Reference Guide to assist in the creation of a Project Status Report in Clarity. The document uses screen shots from the Classic UX with the Phoenix theme.

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Creating a Project QRG

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A Quick Reference Card to assist in creating a project in CA PPM. Reviews options of creating from New or New from Template.

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Creating a Program QRG

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A Quick Reference Card to assist in the creation of a Program.

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Creating a Custom Investment Type QRG – MUX

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A Quick Reference Guide on setting up Custom Investments in Clarity’s Modern UX. Reviews setting up the Custom Investment, and creating Custom Investment Records.

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Create Tasks Using the Clarity Gantt QRG – Classic PHX UX

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A Quick Reference Guide to assist in the creation of Tasks using the Clarity Gantt. The screen shots utilize the Classic UX with the Phoenix theme.

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Create Forecast from Actuals and Allocations – SQL

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A process creating a new Cost Plan. Cost Plan properties:

Name	Cost Plan created on: yyyy/mm/dd hh:mm:ss
Grouping attributes	Charge Code, Transaction Type
Start Period	The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals
Finish Period	The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6
Period Type	Monthly
Plan of Record	True
Planned Cost	For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table)

Pre-conditions:

the Project must be financially enabled.
if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
if the Allocation changes, allow the timeslice job to finish before running the process.
the Project should have the Charge Code set.

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Create Forecast from Actuals and Allocations – Postgres

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A process creating a new Cost Plan. Cost Plan properties:

Name	Cost Plan created on: yyyy/mm/dd hh:mm:ss
Grouping attributes	Charge Code, Transaction Type
Start Period	The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals
Finish Period	The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6
Period Type	Monthly
Plan of Record	True
Planned Cost	For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table)

Pre-conditions:

the Project must be financially enabled.
if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
if the Allocation changes, allow the timeslice job to finish before running the process.
the Project should have the Charge Code set.

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Create Forecast from Actuals and Allocations – Oracle

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A process creating a new Cost Plan. Cost Plan properties:

Name	Cost Plan created on: yyyy/mm/dd hh:mm:ss
Grouping attributes	Charge Code, Transaction Type
Start Period	The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals
Finish Period	The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6
Period Type	Monthly
Plan of Record	True
Planned Cost	For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table)

Pre-conditions:

the Project must be financially enabled.
if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
if the Allocation changes, allow the timeslice job to finish before running the process.
the Project should have the Charge Code set.

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Create and Edit Tasks using the Task List QRG – Classic PHX UX

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A Quick Reference Guide to assist in the creation and editing of tasks using the Project Task List in Clarity. Screen shots are from the Classic UI, using the Phoenix Theme.

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This training document is a Rego Consulting Quick Reference Guide to assist with creating a new project in Clarity’s Modern User Experience. The document reviews this both in the Project Page and in the Project Tiles locations.

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Create & Edit Project Baselines QRG – Classic PHX

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A Quick Reference Guide to assist in creating and editing Project Baselines in Clarity Classic with the Phoenix theme.

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Copy Tasks from a Template – Classic – QRG

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Projects may need additional tasks from pre-existing templates for ease of use. When adding the tasks to the project, select any part of the template needed for your project. In this Quick Reference Guide, a project has already been created.

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