This section contains the following topics:
About the CA PPM Investments Universe
Use the CA PPM Investments universe to create informal documents and crystal reports. The universe addresses the needs of project management. Available hours, allocated hours, baseline hours, ETC, and actual hours are reported against by daily, weekly, or monthly periods. Allocated costs, baseline costs, ETC costs, and actual costs are also available.
Use the following attributes when querying OBS information:
Displays the path to the OBS.
Displays the name for the OBS type.
Displays the first level in the OBS.
Displays the second level in the OBS.
Displays the third level in the OBS.
Displays the fourth level in the OBS.
Displays the fifth level in the OBS.
Displays the sixth level in the OBS.
Displays the seventh level in the OBS.
Displays the eighth level in the OBS.
Displays the ninth level in the OBS.
Displays the tenth level in the OBS.
Defines the OBS ID used in filtering and returning of descendants.
Use the following attributes when querying portfolio information:
Defines the unique identifier for the portfolio.
Displays the name for the portfolio.
Displays a description of the portfolio.
Displays the name of the portfolio manager.
Displays the type of portfolio.
Displays the start date.
Displays the finish date.
Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.
Defines the amount of money available for investments in the portfolio.
Displays the amount of money expected in return from the investments in the portfolio.
Use the following attributes when querying applications information:
Displays the unique identifier for an application.
Displays the application name.
Displays the first and last name of the applications manager.
Displays the description for this application.
Displays the start date.
Displays the finish date.
Displays the baseline start date of an investment.
Displays the baseline finish date of the investment.
Displays the category of this application.
Specifies if planned cost dates are synchronized with the investment dates. Displays Yes if planned cost dates are synchronized with the investment's start and finish date and No if planned cost dates are not synchronized with the investment's start and finish date.
Defines the goal of this investment that aligns it with the main corporate strategy.
Displays the alignment score.
Displays the stage in the application lifecycle.
Displays the status of the investment.
Values: Approved, Rejected, Unapproved
Indicates the status.
Stoplight values:
Displays the application priority.
Displays the total cost of ownership.
Displays the version of the application.
Displays the supplier of the application.
Displays the number of users of the application.
Displays the number of licenses for the application.
Displays the number of function points in the application.
Displays the technology of the application.
Displays the application platform.
Displays the level of work that has been completed.
Values:
Displays the partition associated with the application.
Displays the charge code associated with this application.
Displays whether the investment is required. Displays "Yes" if the investment is required for portfolio scenarios and "No" if the investment is not required for portfolio scenarios.
Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.
Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.
Displays the entity associated with the application.
Displays the tracking method used to enter time for this investment, including the following:
Displays the short name for the risk.
Displays the total cost of this application.
Displays the total number of open incidents for this application.
Displays the total incident actual effort based on the following formula:
Total Incident Actual Effort = Actuals + remaining ETC
Displays the total labor effort.
Displays the planned cost for a simple budget.
Displays the planned cost start date of the application.
Displays the planned cost finish date of the application.
Displays the planned benefit for a simple budget.
Displays the planned benefit start date.
Displays the planned benefit finish date.
Displays the Net Present Value calculated from the planned cost and planned benefit.
Displays the return on investment as calculated from planned cost and planned benefit.
Displays the planned breakeven date.
Displays "Yes" if the portfolio's net present value (NVP), includes Planned NPV, Planned ROI, and Planned Breakeven data and "No" if the portfolio's net present value (NVP), does not include Planned NPV, Planned ROI, and Planned Breakeven data.
Displays the date and time this application was created.
Displays the resource that created this application.
Displays the date and time this application was last updated.
Use the following attributes when querying application team information:
Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource.
Displays the application specific role for this resource.
Indicates whether this investment is derived from a role. Displays Yes if the investment is derived from a role and No if it is not.
Displays the booking status for the resource on this investment.
Values:
Displays the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to manually book a resource without using a formal requisition.
Values:
Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.
Displays the start of the resource's allocation for the application team.
Displays the finish of the resource's allocation for the application team.
Displays the start of the resource's hard allocation to the application team.
Displays the finish of the resource's hard allocation to the application team.
Displays the baseline start date of the application team.
Displays the baseline finish date of the application team.
Use the following attributes when querying assets information:
Displays the unique identifier for an asset.
Displays the asset name.
Displays the first and last name of the assets manager.
Displays the description for the asset.
Displays the start date.
Displays the finish date.
Displays the baseline start date of an investment.
Displays the baseline finish date of the investment.
Displays the category of the assets.
Specifies if planned cost dates are synchronized with the investment dates. Displays Yes if planned cost dates are synchronized with the investment's start and finish date and No if planned cost dates are not synchronized with the investment's start and finish date.
Defines the goal of this investment that aligns it with the main corporate strategy.
Displays the alignment score.
Displays the stage in the assets lifecycle.
Displays the status of the investment.
Values: Approved, Rejected, Unapproved
Indicates the status.
Stoplight values:
Displays the assets priority.
Displays the total cost of ownership.
Displays the level of work that has been completed.
Values:
Displays the partition associated with the assets.
Displays the charge code of the assets.
Displays whether the investment is required. Displays "Yes" if the investment is required for portfolio scenarios and "No" if the investment is not required for portfolio scenarios.
Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.
Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.
Displays the entity associated with the assets.
Displays the tracking method used to enter time for this investment, including the following:
Displays the short name for the risk.
Displays the total cost of the assets.
Displays the total number of open incidents.
Displays the total incident actual effort based on the following formula:
Total Incident Actual Effort = Actuals + remaining ETC
Displays the total labor effort.
Displays the planned cost for a simple budget.
Displays the planned cost start date of the assets.
Displays the planned cost finish date of the assets.
Displays the planned benefit for a simple budget.
Displays the planned benefit start date.
Displays the planned benefit finish date.
Displays the Net Present Value calculated from the planned cost and planned benefit.
Displays the return on investment as calculated from planned cost and planned benefit.
Displays the planned breakeven date.
Indicates whether the Net-Present Value (NPV) date followed the investment's date. Displays Yes if the investment's net present value (NPV) includes the Planned NPV, Planned ROI, and Planned Breakeven data and No if the investment's net present value (NPV), does not include the Planned NPV, Planned ROI, and Planned Breakeven data.
Displays the date and time the assets were created.
Displays the resource that created the assets.
Displays the date and time the assets were last updated.
Displays the resource that last updated the assets.
Use the following attributes when querying assets team information:
Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource.
Displays the asset specific role for this resource.
Indicates whether this investment is derived from a role. Displays Yes if the investment is derived from a role and No if it is not.
Displays the booking status for the resource on this investment.
Values:
Displays the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to manually book a resource without using a formal requisition.
Values:
Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.
Displays the start of the resource's allocation for the assets team.
Displays the finish of the resource's allocation for the assets team.
Displays the start of the resource's hard allocation to the assets team.
Displays the finish of the resource's hard allocation to the assets team.
Displays the baseline start date of the assets team.
Displays the baseline finish date of the assets team.
Use the following attributes when querying other work information:
Displays the unique identifier for other work.
Displays other work name.
Displays the first and last name of the other work manager.
Displays the description for other work.
Displays the start date.
Displays the finish date.
Displays the baseline start date of an investment.
Displays the baseline finish date of the investment.
Displays the category of other work.
Specifies if planned cost dates are synchronized with the investment dates. Displays Yes if planned cost dates are synchronized with the investment's start and finish date and No if planned cost dates are not synchronized with the investment's start and finish date.
Defines the goal of this investment that aligns it with the main corporate strategy.
Displays the alignment score.
Displays the stage in the other work lifecycle.
Displays the status of the investment.
Values: Approved, Rejected, Unapproved
Indicates the status.
Stoplight values:
Displays the other work priority.
Displays the level of work that has been completed.
Values:
Displays the partition associated with other work.
Displays the charge code of other work
Displays whether the investment is required. Displays "Yes" if the investment is required for portfolio scenarios and "No" if the investment is not required for portfolio scenarios.
Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.
Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.
Displays the entity associated with other work.
Displays the tracking method used to enter time for this investment, including the following:
Displays the short name for the risk.
Displays the total cost of other work.
Displays the total number of open incidents.
Displays the total incident actual effort based on the following formula:
Total Incident Actual Effort = Actuals + remaining ETC
Displays the total labor effort.
Displays the planned cost for a simple budget.
Displays the planned cost start date of other work.
Displays the planned cost finish date of other work.
Displays the planned benefit for a simple budget.
Displays the planned benefit start date.
Displays the planned benefit finish date.
Displays the Net Present Value calculated from the planned cost and planned benefit.
Displays the return on investment as calculated from planned cost and planned benefit.
Displays the planned breakeven date.
Indicates whether the Net-Present Value (NPV) date followed the investment's date. Displays Yes if the investment's net present value (NPV) includes the Planned NPV, Planned ROI, and Planned Breakeven data and No if the investment's net present value (NPV), does not include the Planned NPV, Planned ROI, and Planned Breakeven data.
Displays the date and time other work was created.
Displays the resource that created other work.
Displays the date and time the other work were last updated.
Displays the resource that last updated the other work.
Use the following attributes when querying other work team information:
Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource.
Displays the other work specific role for this resource.
Indicates whether this investment is derived from a role. Displays Yes if the investment is derived from a role and No if it is not.
Displays the booking status for the resource on this investment.
Values:
Displays the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to manually book a resource without using a formal requisition.
Values:
Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.
Displays the start of the resource's allocation for the other work team.
Displays the finish of the resource's allocation for the other work team.
Displays the start of the resource's hard allocation to the other work team.
Displays the finish of the resource's hard allocation to the other work team.
Displays the baseline start date of the other work team.
Displays the baseline finish date of the other work team.
Use the following attributes when querying product information:
Displays the unique identifier for a product.
Displays the name of the product.
Displays the first and last name of the product manager.
Displays the description for this product.
Displays the start date of the product.
Displays the finish date of the product.
Displays the baseline start date of an investment.
Displays the baseline finish date of the investment.
Displays the product category.
Specifies if planned cost dates are synchronized with the investment dates. Displays Yes if planned cost dates are synchronized with the investment's start and finish date and No if planned cost dates are not synchronized with the investment's start and finish date.
Defines the goal of this investment that aligns it with the main corporate strategy.
Displays the alignment score.
Displays the product lifecycle stage.
Displays the status of the investment.
Values: Approved, Rejected, Unapproved
Indicates the status.
Stoplight values:
Displays the priority of the product.
Displays the total cost of ownership (TCO).
Displays the version of the product.
Displays the progress status of the product.
Displays the partition associated with the product.
Displays the charge code of the product.
Displays whether the investment is required. Displays "Yes" if the investment is required for portfolio scenarios and "No" if the investment is not required for portfolio scenarios.
Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.
Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.
Displays the short description for the entity.
Displays the tracking method used to enter time for this investment, including the following:
Displays the short name for the risk.
Displays the total cost of the product.
The total number of open incidents for this product.
Displays the total incident actual effort based on the following formula:
Total Incident Actual Effort = Actuals + remaining ETC
Displays the total labor effort.
Displays the planned cost for a simple budget.
Displays the planned cost start date.
Displays the planned cost finish date.
Displays the planned benefit for a simple budget.
Displays the planned benefit start date.
Displays the planned benefit finish date.
Displays the Net Present Value calculated from the planned cost and planned benefit.
Displays the return on investment as calculated from planned cost and planned benefit.
Displays the planned break even date.
Indicates whether the Net-Present Value (NPV) date followed the investment's date. Displays Yes if the investment's net present value (NPV) includes the Planned NPV, Planned ROI, and Planned Breakeven data and No if the investment's net present value (NPV), does not include the Planned NPV, Planned ROI, and Planned Breakeven data.
Displays the date and time this product was created.
Displays the resource that created this product.
Displays the date and time this product was last updated.
Displays the resource that last updated this product.
Use the following attributes when querying product team information:
Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource.
Displays the product specific role for this resource.
Indicates whether this investment is derived from a role. Displays Yes if the investment is derived from a role and No if it is not.
Displays the booking status for the resource on this investment.
Values:
Displays the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to manually book a resource without using a formal requisition.
Values:
Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment.
Displays the start of the resource's allocation for the product.
Displays the finish of the resource's allocation for the product.
Displays the start of the resource's hard allocation to the product.
Displays the finish of the resource's hard allocation to the product.
Displays the allocation baseline start date for the investment.
Displays the baseline finish date of the product.
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