RegoXchange
  • This portlet shows the project costs by Month. The information displayed includes:
    • Start Date for project
    • End Date for project
    • Budgeted Cost
    • Planned Cost
    • Actual Hours
    This provides the PM with a one shot view of the total financials/actuals for the project. The Project name field is linked to the project properties page. In case of any adjustments, the PM can toggle b/w the portlet and the project with ease.  The user can filter on multiple projects, or projects by OBS, or by PMs, to view the data on the portlet.
  • Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider.
  • 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.
  • 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.
  • Allocation Compliance Column Chart provides the resource manager a single place to view the Allocation compliance information in the form of a stacked column chart. Allocation Compliance is calculated based on the value of 'Availability to Allocation Hours %'. Allocation Compliance is 'Under Allocated (Less Than 80%)' WHEN 'Availability to Allocation Hours %’ is less than 80. Allocation Compliance is 'Appropriately Allocated (Between 80-120%)' WHEN 'Availability to Allocation Hours %' is between 80 and 120. Allocation Compliance is 'Over Allocated (Over 120%)' WHEN 'Availability to Allocation Hours %' is greater than  120. User can further narrow their search by Resource Is Active?, OBS Type & Path, Associated Project OBS?, Allocation Start Date, Investment Name and Resource Manager. User can use exact dates or relative dates for Allocation Start Date filter parameter.
  • The portlet displays posted time by project for the logged in user based on time period and date range.  This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to.  The actuals are displayed per month in the form of TSVs.
  • The CA Clarity Hidden Page Flush Caches document provides an overview of how to clear the cache on an application server without exiting the CA Clarity Application itself utilizing a hidden page within the system.
  • Allocation Compliance Pie Chart provides the resource manager a single place to view the Monthly Resource Allocation compliance for all resources in the form of a Pie chart.  A separate Pie chart is displayed for each month. Allocation Compliance is calculated based on the value of 'Availability to Allocation Hours %'. Allocation Compliance is 'Under Allocated (Less Than 80%)' WHEN 'Availability to Allocation Hours %’ is less than 80. Allocation Compliance is 'Appropriately Allocated (Between 80-120%)' WHEN 'Availability to Allocation Hours %' is between 80 and 120. Allocation Compliance is 'Over Allocated (Over 120%)' WHEN 'Availability to Allocation Hours %' is greater than  120. User can further narrow their search by Resource Is Active? , OBS Type, OBS Path and Month Start Date. User can use exact dates or relative dates for Month Start Date filter parameter.
  • The Capacity Planning by Primary Application portlet displays the capacity and demand by primary application for a selected timeframe. This portlet is used to determine which applications are in high demand, being used efficiently, and how much capacity may be remaining for the time period. The portlet may be filtered by application name, resource OBS or project OBS to narrow the results. The timeframe can be set to display daily, weekly, monthly, quarterly, or annually.
  • The Capacity Planning by Primary Application portlet displays the capacity and demand by primary application for a selected timeframe. This portlet is used to determine which applications are in high demand, being used efficiently, and how much capacity may be remaining for the time period. The portlet may be filtered by application name, resource OBS or project OBS to narrow the results. The timeframe can be set to display daily, weekly, monthly, quarterly, or annually.
  • The Capacity Planning by Primary Application portlet displays the capacity and demand by primary application for a selected timeframe. This portlet is used to determine which applications are in high demand, being used efficiently, and how much capacity may be remaining for the time period. The portlet may be filtered by application name, resource OBS or project OBS to narrow the results. The timeframe can be set to display daily, weekly, monthly, quarterly, or annually.
  • The CA Clarity Hidden Page WSDL document provides an overview of how to access the system documentation page for you CA Clarity application from the web.
Go to Top