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Fiscal periods in DWH may need to be changed if we need to increase or decrease the number of periods for reporting. -
So, you have the portlet xogged in, what now? This guide will show you how to create a page, add the portlet to the page, and add the page to the menu. This activity requires the appropriated admin rights to add content to CA PPM. -
This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks. Useful when you want to make the changes to the project template which has a large WBS structure, and a lot of role assignments to tasks. -
Take your project task information straight from Excel right into CA PPM. Task Name, Start Date, Finish Date and Percent Complete can all be imported or updated directly. Other fields can be added with a short Rego Consulting engagement. Installation of the base app requires 10 hours of Rego Consulting engagement time. Since this item requires Rego staff and hours (see special instructions) to install, download items are informational only. Install files will be utilized by Rego staff. -
The Concatenate Multi-Value Lookup into One Field for Display Purposes technical trick provides an overview of how to group or concatenate the various levels and values of a Multi-Value lookup into one field in both Oracle and SQL Server environments. This allows the lookup values to be more easily displayed in a portlet. The function concatenates the values together using a choice of delimiter, which then allows the multi-value lookup to be viewed as one portlet column, in the same manner as any other object attribute. -
The Concatenate Multi-Value Lookup into One Field for Display Purposes technical trick provides an overview of how to group or concatenate the various levels and values of a Multi-Value lookup into one field in both Oracle and SQL Server environments. This allows the lookup values to be more easily displayed in a portlet. The function concatenates the values together using a choice of delimiter, which then allows the multi-value lookup to be viewed as one portlet column, in the same manner as any other object attribute.
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Many times Roles are spread out geographically or by function and these Roles will have different rates. For example, a developer in India may charge $25/hour vs a Developer in US may charge $50/hour. When the project team has a requirement of several developers, the PM will have to add a region specific role (Developer-US, Developer-India) so that the right rates can be applied when a cost plan is created. This creates a challenge in terms of Resource Management. As the Demand and Capacity can be spread between different region specific roles. Proper configuration on the Rate Matrix can allow you to have one Role name but different rates based on Location or Department. This allows greater flexibility and takes away the redundancy of Role Names. You can do so with the Project Team Member Properties. -
This solution provides an administrator the ability to log into the CA Clarity application as any user in the system. This ability is especially helpful when troubleshooting user issues and security settings. (Will not work with On-Demand Instances.) -
This solution provides an administrator the ability to log into the CA Clarity application as any user in the system. This ability is especially helpful when troubleshooting user issues and security settings. (Will not work with On-Demand Instances.) -
This Tech Trick provides step-by-step instructions for adding images into Clarity v13+ for use in portlets. -
The Allow PM to Give Certain Rights modification allows the project manager to delegate rights (chosen by the administrator on the PM Rights object) on his or her projects. This modification eliminates the need for project managers to request additional rights through the PMO/management and simplifies the entire process for everyone involved. The system administrator is able to customize the PM Rights object to pick which rights should be granted to users by the process. The process begins when a change is made on the newly created “Grant / Revoke” field on the project object. The process will then grant or revoke (depending on what option is selected) any rights listed in the PM Rights object to the user in the “Assign PM Rights” field on the project object. -
The Allow PM to Give Certain Rights modification allows the project manager to delegate rights (chosen by the administrator on the PM Rights object) on his or her projects. This modification eliminates the need for project managers to request additional rights through the PMO/management and simplifies the entire process for everyone involved. The system administrator is able to customize the PM Rights object to pick which rights should be granted to users by the process. The process begins when a change is made on the newly created “Grant / Revoke” field on the project object. The process will then grant or revoke (depending on what option is selected) any rights listed in the PM Rights object to the user in the “Assign PM Rights” field on the project object.
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