Project Management Configurations › Default Settings › Set the Default Project Management Options

Set the Default Project Management Options

Use the project management Settings page to set the system-level default project management options, such as setting CA Clarity PPM to only export the current baseline when opening projects in Open Workbench from CA Clarity PPM.

Note: See the Project Management User Guide for more information.

To set the default system project management options

1. Select Settings from the Project Management menu.

   The Settings page appears.

2. Complete the following fields, and then click Save:

   Guidelines URL

   Specifies the URL for the guidelines.

   First Month of Financial Quarter

   Specifies the first month of the financial quarter.

   Default: January

   First Day of Work Week

   Specifies the first day of the work week.

   Default: Monday

   Default Display Unit for Work Effort

   Specifies the default display unit for work effort.

   Values: Hours or Days

   Default: Hours

   Enable Project-specific Charge Codes

   Specifies whether you want to allow entry of charge codes that are specific to projects.

   Default: Cleared

   Allow posting of future timesheets

   Specifies whether you want to allow the posting of future timesheets.

   Default: Selected

   Notify on Delete of Risk/Issue/Change Requests

   Defines whether you want notifications to be sent out whenever a resource deletes risks, issues, or change requests.

   Default: Cleared

   Note: See the Common Features and Personal Options User Guide for more information.

   Only Export Current Baselines When Opening Projects in a Scheduler

   If you are using CA Clarity PPM with Open Workbench or Microsoft Project, specifies whether you want to export only the current baseline in the scheduler when multiple baselines exist.

   Default: Cleared

   Round Allocations to Nearest %

   Specifies the amount that you want allocations rounded to when booking a resource's time to projects.

   Allow Effort Task Creation

   Specifies whether you want to allow the creation of effort tasks when adding resources to a project with no tasks.

   Default: Selected

   Reassign Tasks when replacing Role

   Specifies whether you want to allow tasks to be reassigned or replaced when a resource role is being replaced.

   Default: Selected

   Allow Edit of Allocations when Project is Locked

   Specifies whether you want to allow resources to edit allocations while projects are locked.

   Default: Cleared

   When selected, the following actions are allowed:

   • Editing of existing team member allocations if the project is checked out in a project scheduler.
   • Addition of new team members.
   • Replacement of roles only if task reassignment or replacement is allowed when replacing roles.

   Automatically Open Staff Members for Time Entry

   Defines whether or not you want staff members to be open for time entry to enter time on project tasks after a specific action occurs.

   Values:

   • Never. Indicates that staff members will not be automatically open for time entry to enter time on project tasks.

     Example: If you edit an existing staff member's properties, no changes are made to the staff member’s Open for Time Entry value. If you add new staff members, the Team object’s Open attribute Default value is used.

   • When Hard-Booked. Indicates that staff members will be automatically opened for time entry when they are hard-booked. Hard-booking here means when any amount is hard-booked, not when the booking status changes to Hard.
   • When Request Status is Approved. Indicates that staff members will be automatically opened for time entry when their request status changes to “Approved.”

   Default: Never

   Note: Contact your CA Clarity PPM administrator or see the Studio Developer's Guide for more information.

   Note: See the Resource Management User Guide for more information.

   Show Tasks in Organizer

   Defines how projects tasks are displayed in the Organizer.

   Values:

   • When Assigned. Indicates that project tasks will be listed in the Organizer when resources are assigned to the task.
   • When Hard-Booked. Indicates that project tasks will be listed in the Organizer when resources are hard-booked to the tasks.
   • When Request Status is Approved. Indicates that project tasks will be listed in the Organizer when resources are approved.

   Default: When Assigned

   Note: See the Common Features and Personal Options User Guide for more information.

   Automatically Add Staff Members As Project Participant

   Defines how resources are assigned to projects as participants.

   Values:

   • Never. Indicates that resources will never be automatically assigned to projects as participants.
   • When Added to Project. Indicates that resources will be automatically assigned to projects as participants when they are added to these projects.
   • When Hard Booked. Indicates that resources will be automatically assigned to projects as participants when they are hard-booked for these projects. Hard-booking here means when any amount is hard-booked, not when the booking status changes to Hard.
   • When Request Status is Approved. Indicates that resources will be automatically assigned to projects as participants when the request (requisition) status for these resources changes to Approved.

   Default: When Added to Project

   Allow Override Requisition Approval

   Specifies whether you want to allow project managers to require requisition approval on individual projects.

   Default: Cleared

   Note: If the project manager does not require requisition approval on a project, a project manager or resource manager will need the Project - Edit access right to book requisitions.

   Note: See the Project Management User Guide for more information.

   Convert resources to roles when using templates (default)

   Specifies if you want to convert all resources to project roles when the project manager creates new projects from project templates.

   Default: Cleared

   Note: The project manager can override this default setting when creating projects from project templates.

   Note: See the Project Management User Guide for more information.

   Your changes are saved.

More information:

Default Settings

Resource Load Patterns

The resource load pattern is used to distribute a resource's ETC over a set date range. You can establish the default resource load pattern at the system level and at the task assignment level. ETC is distributed first based on the resource load pattern defined at the task assignment level then at the system level.

Note: See the Project Management User Guide for more information.

You can choose from one of the following loading patterns:

Back

Work effort is loaded as close to the end of the task as possible, based on unused resource availability after autoscheduling. With this loading pattern, ETC is only decremented when actuals are posted on non-adjusted timesheets. The remaining ETC is spread out past the timesheet period based on the loading pattern type.

Uniform

Work effort is loaded as evenly as possible based on total resource availability. With this loading pattern, ETC is only decremented when actuals are posted on non-adjusted timesheets. The remaining ETC is spread out past the timesheet period based on the loading pattern type.

Fixed

Work effort distribution is user-defined. Autoschedule does not affect this. With this loading pattern, ETC is decremented through the timesheet period (that is, Actuals through Date) whether or not the resource posted actuals to the task.

Contour

Work effort is loaded as evenly as possible across the duration of the task, based on unused resource availability after autoscheduling. With this loading pattern, ETC is only decremented when actuals are posted on non-adjusted timesheets. The remaining ETC is spread out past the timesheet period based on the loading pattern type.

If you are using CA Clarity PPM with Microsoft Project, the work contour in Microsoft Project is set to flat if the assignment is newly-created and you are opening the project in Microsoft Project for the first time. If you previously opened the assignment in Microsoft Project and saved it to CA Clarity PPM, the work contour in Microsoft Project does not change.

Note: See the Using CA Clarity PPM with Open Workbench and Microsoft Project Guide for more information.

Front

Work effort is loaded as close to the start of the task as possible, based on unused resource availability after autoschedule. With this loading pattern, ETC is only decremented when actuals are posted on non-adjusted timesheets. The remaining ETC is spread out past the timesheet period based on the loading pattern type.

Set the Default Resource Load Pattern

Use the project management Settings page to set the system-level default resource load pattern. The load pattern you set on this page is used by default when project managers assign resources or change staffing assignment properties.

To set the default resource loading pattern

1. Select Settings from the Project Management menu.

   The Settings page appears.

2. Specify the system-level default resource load pattern from the Default Load Pattern drop-down and click Save.

   Options: Back, Uniform, Fixed, Contour, or Front

   Default: Front

   The default resource load pattern is set at the system level.