CA Clarity PPM Web Parts in CA Clarity PPM Project Sites (Microsoft SharePoint Connector) › CA Clarity PPM List Web Parts › CA Clarity PPM List Web Part Compatibility with Microsoft SharePoint Features

CA Clarity PPM List Web Part Compatibility with Microsoft SharePoint Features

After you add and configure a CA Clarity PPM Web Part to a CA Clarity PPM project site, you can use the various Microsoft SharePoint features provided in the Web Part or the associated list, with the exception of a few features that you use to modify information in the list.

CA Clarity PPM List Web Parts are compatible with the following Microsoft SharePoint features:

• Views. You can create and modify views using the Create View and Modify this View commands respectively. You can use the views that the Web Part provides by default, such as Gantt View and Datasheet View, or create your own custom views. Additionally, you can use Web Part features such as Sort, Group By, Style, Totals, and Item Limit.

  You can Add/Remove columns of the Data in the Web Part using Modify this View command (Ex: You can add a column called Reporting Manager of the Resource for Team Web Part which will not be displayed by default).

• List Settings: You can Insert/Delete columns of data displayed in the Web Part. You can even Delete the List/Data displayed in the Web Part (without deleting the Web Part). You can also assign permissions for particular users for the displayed Web Part.

  Note: For more information about creating and managing views, see the Microsoft Windows SharePoint documentation.

• Connect to Outlook. Some CA Clarity PPM project data providers lay emphasis on dates, milestones, and priorities. Items retrieved from such data providers can be integrated with Microsoft Outlook 2010. A CA Clarity PPM List Web Part can be specially configured as a list that can be integrated with Outlook by selecting the Task List check box in the Web part tool pane. A CA Clarity List Web Part that has been configured to enable Outlook integration displays the Connect to Outlook option on the Actions menu.
• Export to Spreadsheet. You can export a list to a spreadsheet if you have a Windows SharePoint Services-compatible application installed on your client computer.
• Open with Access. You can open the list in the CA Clarity PPM List Web Part in Microsoft Access. However, you can edit the list from Microsoft Access only if you export a copy of the data to Microsoft Access. If you link the exported list to the data in Microsoft SharePoint, you cannot save the changes that you make to the list into the Microsoft Access database.