Managing Projects › Set Up a CA Clarity PPM Project › Define the Project Properties › Define the General Properties

Define the General Properties

Specifying the general properties of a project help identify it and define its characteristics.

Follow these steps:

1. Open the project.
2. Complete the fields in the General section. The following fields require explanation:

   Manager

   Specifies the resource who manages the project. If you do not specify a project manager during project creation, the project creator becomes the project manager as a default. The project creator also becomes a collaboration manager as a default. Hence, during project creation, the project manager is also often a collaboration manager. However, project manager and collaboration manager are two different roles that are not necessarily related to each other. The only time a project manager is automatically made a collaboration manager is at project creation when the project manager is not specified.

   Page Layout

   Specifies the page layout to view project information. The available layouts are company-specific and depend on the values set by your CA Clarity PPM administrator. Layouts also depend on whether an add-in is installed. If other layouts are not available, the field is read-only.

   Default: Project Default Layout

   Risk

   Specifies the risk level of the project as defined by the severity levels you select for the predefined list of risk factors from the main risk page.

   Goal

   Specifies the purpose or business case for the project.

   Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, and Maintain the Business

   Alignment

   Specifies the alignment with corporate objectives. Displays a stoplight that indicates the project alignment status.

   Values:

   • 66 - 100 (Green) = Aligned
   • 33 - 65 (Yellow) = Alignment at risk
   • 0 - 32 (Red) = Out of alignment

   Status

   Indicates the status of the investment.

   Values: Approved, Rejected, Unapproved

   Default: Unapproved

   Active

   Specifies if the investment is active. Activate the investment to enable the posting of transactions and to view the investment in capacity planning portlets.

   Default: Selected

   Program

   Specifies that you want to use a program to create projects.

   Default: Cleared

   Template

   Specifies that you want to use the project as a project template to create other projects.

   Default: Cleared

   Required

   Specifies to pin this investment when added to a portfolio. This field is used during scenario generation.

   Default: Cleared