- Assignment Pool
-
Specifies the pool of resources allowed when assigning resources to programs.
Values:
- Team Only. Allow only staff members.
- Resource Pool. Allow team staff members and resources you have access to for booking to a project. With this option, when you assign a resource to a program, the resource is also added as a team staff member.
Default: Resource Pool
Required: Yes
- Page Layout
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Required. Select the Dashboard layout to view project or program data.
Values:
- Project Default Layout. The default setting. Use this Layout to view default labor and team utilization charts on the Dashboard.
- Program Layout. Use this layout to view budget data on the Dashboard.
- Program Status Dashboard. This layout is only available if you have installed the Accelerator: Program Management Office add-in.
- Project status Dashboard. This layout is only available if you have installed the Accelerator: Program Management Office add-in.
- Stage
-
Defines the company-defined stage for the program.
- Priority
-
This field is only applicable if you plan to work with the project in Open Workbench. The number entered is a score for the importance of the project in relation to all other projects in your organization. This score controls the order in which tasks are scheduled during Autoschedule, subject to dependency constraints.
Values: 0-36, with 0 being the highest.
Default: 10
- % Complete Calculation Method
-
Specifies the method to calculate the % Complete value for the project and tasks.
Values:
- Manual. Use this method to enter the % Complete for the project, summary, and detail tasks manually. Also, select this calculation method if you are using CA Clarity PPM with Microsoft Project, or if you are using an external job to calculate % Complete. The % Complete field appears on the task properties page. When using the manual method, the status of a task does not change automatically. The task status changes only when you manually update the % Complete value or the status.
- Duration. Use this method to track the % Complete based on the duration. The duration is a measure of the total span of active working time for a task: from the start date to the finish date of a task. The % Complete for summary tasks is automatically calculated based on the following formula:
Summary Task % Complete = Total Detail Task Duration Complete / Total Detail Task Duration
- Effort. Use this method to calculate the % Complete for summary and detail tasks, automatically, based on the work units that are completed by resource assignments. If you assign a nonlabor resource to a task, the effort and actuals for that resource are ignored in the calculation. The calculations are based on the following formulas.
Summary Task % Complete = Sum of Detail Task resource assignment Actuals / Sum of Detail Task resource assignment Effort
Detail Task % Complete = Sum of resource assignment Actuals / Sum of resource assignment Effort
Default: Manual
Note: Set the % Complete Calculation Method at the beginning of your project and do not change this value.