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.

A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.

The My Resource Vacation portlet allows a resource to view the current logged in users' annual vacation allowance, as set by the resource manager, against the resource vacation calendar hours and actual posted timesheet hours. The portlet is useful for determining the amount of hours a resource has requested off and has remaining. The portlet also ensures the resource has accounted for all annual vacation allowance hours in the calendar and has posted time for all past calendar request hours.

The My Documents on Projects portlet displays all of the documents the user has uploaded to projects. This portlet provides the user a single place to view documents across multiple projects without having to go into each project individually. This is efficient and time saving for the user. The filter allows the user to narrow their search by Project, File Name, Active Projects and Description.  You may also narrow the view to display documents with a created date within a certain date range. Note: In v13, clicking the file name will link to the collaboration tab where the document resides.