RegoXchange
  • Do you want to know the best practices for implementing program management within CA PPM?  More and more companies are moving to a form of program management, where projects may not be individually funded, but programs are funded instead.  We will walk through how to leverage Clarity for program management, including use cases and what can and cannot be used OOTB.
  • The Program Executive Dashboard portlet displays information regarding sub-projects on a program. It provides a one-stop place for the PMO or management to view all critical information about projects under a specific program. The portlet displays status indicators, dates for late items, variances and days over base, it also displays the project status fields from the Status Report sub-object.
  • The Program Executive Dashboard portlet displays information regarding sub-projects on a program. It provides a one-stop place for the PMO or management to view all critical information about projects under a specific program. The portlet displays status indicators, dates for late items, variances and days over base, it also displays the project status fields from the Status Report sub-object.
  • The Program Executive Dashboard portlet displays information regarding sub-projects on a program. It provides a one-stop place for the PMO or management to view all critical information about projects under a specific program. The portlet displays status indicators, dates for late items, variances and days over base, it also displays the project status fields from the Status Report sub-object.
  • The Program Dashboard Sub-Project Status portlet gives the ability to view the most recent status report for all sub-projects on a program.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. This portlet displays each sub-project, type of status, and the symbol related to the severity.
  • The Program Dashboard Sub-Project Status portlet gives the ability to view the most recent status report for all sub-projects on a program.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. This portlet displays each sub-project, type of status, and the symbol related to the severity.
  • The Program Dashboard Sub-Project Status portlet gives the ability to view the most recent status report for all sub-projects on a program.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. This portlet displays each sub-project, type of status, and the symbol related to the severity.
  • The Program Dashboard Sub-Project Open Risks portlet gives the ability to view all risks on the sub-projects of a program that are not closed or resolved. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. The portlet sorts the issues first by value, in descending order, and then by target date. It displays the sub-project name, risk name, owner, target date, status, probability, impact and value.
  • The Program Dashboard Sub-Project Open Risks portlet gives the ability to view all risks on the sub-projects of a program that are not closed or resolved. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. The portlet sorts the issues first by value, in descending order, and then by target date. It displays the sub-project name, risk name, owner, target date, status, probability, impact and value.
  • The Program Dashboard Sub-Project Open Risks portlet gives the ability to view all risks on the sub-projects of a program that are not closed or resolved. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. The portlet sorts the issues first by value, in descending order, and then by target date. It displays the sub-project name, risk name, owner, target date, status, probability, impact and value.
  • The Program Dashboard Sub Project Action Items portlet display Action Items of Sub Projects in a Program.  The portlet will pull the "Action Items" from all the sub projects in the Program, and this information is placed on the Dashboard tab. This portlet displays each Project, name of the Action Item as mentioned in the Subject, and the resource who Created this Action Item. Assigned To field will display the resource to whom the Action Item has been Assigned. Due Date mentions the date the Action Item will be completed and the Priority level of the Action Item is a stoplight showing red, yellow and green for the different levels of priority. The table below describes the available columns in the portlet. The first 6 are configured in the default view:
    Column Label Description
    Project Name of the Project
    Subject Defines the name for Action Item
    Created By Resource who created the Action Item
    Assigned To Resource who the Action Item is Assigned to
    Due Date Date the Action Item is due for completion
    Prty Specifies the priority level of the Action Item
    Action Item ID Internal ID used by the query
    Created By ID Internal ID used by the query
    Created Date Date the Action Item was created
    Days Open No. of days the Status of Action Item has remained opened since it was created
    Priority Name Based on high, medium, or low priority with corresponding red, yellow, or green stoplights
    Project DB ID Internal ID used by the query
    Project ID Unique ID of the Project within Clarity
    Project Manager Project Manager
  • The Program Dashboard Sub Project Action Items portlet display Action Items of Sub Projects in a Program.  The portlet will pull the "Action Items" from all the sub projects in the Program, and this information is placed on the Dashboard tab. This portlet displays each Project, name of the Action Item as mentioned in the Subject, and the resource who Created this Action Item. Assigned To field will display the resource to whom the Action Item has been Assigned. Due Date mentions the date the Action Item will be completed and the Priority level of the Action Item is a stoplight showing red, yellow and green for the different levels of priority. The table below describes the available columns in the portlet. The first 6 are configured in the default view:
    Column Label Description
    Project Name of the Project
    Subject Defines the name for Action Item
    Created By Resource who created the Action Item
    Assigned To Resource who the Action Item is Assigned to
    Due Date Date the Action Item is due for completion
    Prty Specifies the priority level of the Action Item
    Action Item ID Internal ID used by the query
    Created By ID Internal ID used by the query
    Created Date Date the Action Item was created
    Days Open No. of days the Status of Action Item has remained opened since it was created
    Priority Name Based on high, medium, or low priority with corresponding red, yellow, or green stoplights
    Project DB ID Internal ID used by the query
    Project ID Unique ID of the Project within Clarity
    Project Manager Project Manager
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