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    Creating Program Milestones QRG

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    A Quick Reference Card to assist in the creation of Program Milestones in CA PPM.  This can be done from the Tasks Tab or from the CA PPM Gantt.
    Details

  • Creating Master-Subprojects QRG

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    A Quick Reference Card to assist in the creation of Master-Subprojects in CA PPM.
    Details

  • Creating Agreements QRG – MUX

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    This training document is a Rego Consulting Quick Reference Guide to assist with creation of agreements in Clarity’s Modern User Experience.  Agreements can be created between Project, Ideas and Custom Investments. The Agreement can convey things needed for predecessors and successors while defining appropriate dates to meet the agreement.   Blueprints can be leveraged to customize the agreements as required.
    Details

  • 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.
    Details

  • 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.
    Details

  • Creating a Program QRG

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

  • 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.
    Details

  • 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.
    Details

  • 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.
    Details

  • 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.
    Details

  • 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.
    Details

  • 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.
    Details

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