CA PPM Investments Universe

This section contains the following topics:

About the CA PPM Investments Universe

OBS Class

Portfolios Class

Projects Class

Project Risks Class

Project Issues Class

Project Change Requests Class

Services Class

Dates Class

Measures Class

Security Conditions Class

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.

OBS Class

Use the following attributes when querying OBS information:

OBS Path

Displays the path to the OBS.

OBS Type Name

Displays the name for the OBS type.

Level 1 Name

Displays the first level in the OBS.

Level 2 Name

Displays the second level in the OBS.

Level 3 Name

Displays the third level in the OBS.

Level 4 Name

Displays the fourth level in the OBS.

Level 5 Name

Displays the fifth level in the OBS.

Level 6 Name

Displays the sixth level in the OBS.

Level 7 Name

Displays the seventh level in the OBS.

Level 8 Name

Displays the eighth level in the OBS.

Level 9 Name

Displays the ninth level in the OBS.

Level 10 Name

Displays the tenth level in the OBS.

Investment OBS Filter

Defines the OBS ID used in filtering and returning of descendants.

Portfolios Class

Use the following attributes when querying portfolio information:

Portfolio ID

Defines the unique identifier for the portfolio.

Portfolio Name

Displays the name for the portfolio.

Description

Displays a description of the portfolio.

Portfolio Manager

Displays the name of the portfolio manager.

Portfolio Type

Displays the type of portfolio.

Start Date

Displays the start date.

Finish Date

Displays the finish date.

Active (Yes/No)

Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.

Planned Cost

Defines the amount of money available for investments in the portfolio.

Planned Benefit

Displays the amount of money expected in return from the investments in the portfolio.

Applications Class

Use the following attributes when querying applications information:

Applications ID

Displays the unique identifier for an application.

Applications Name

Displays the application name.

Applications Manager

Displays the first and last name of the applications manager.

Description

Displays the description for this application.

Start Date

Displays the start date.

Finish Date

Displays the finish date.

Baseline Start Date

Displays the baseline start date of an investment.

Baseline Finish Date

Displays the baseline finish date of the investment.

Category

Displays the category of this application.

Set Planned Cost Dates [Yes/No]

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.

Goal

Defines the goal of this investment that aligns it with the main corporate strategy.

Alignment

Displays the alignment score.

Stage

Displays the stage in the application lifecycle.

Status

Displays the status of the investment.

Values: Approved, Rejected, Unapproved

Status Indicator

Indicates the status.

Stoplight values:

Priority

Displays the application priority.

TCO

Displays the total cost of ownership.

Version

Displays the version of the application.

Supplier

Displays the supplier of the application.

Population Served

Displays the number of users of the application.

Number of Licenses

Displays the number of licenses for the application.

Function Points

Displays the number of function points in the application.

Technology

Displays the technology of the application.

Platform

Displays the application platform.

Progress

Displays the level of work that has been completed.

Values:

Partition

Displays the partition associated with the application.

Charge Code

Displays the charge code associated with this application.

Is Required [Yes/No]

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.

Active (Yes/No)

Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.

Open for TE (Yes/No)

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.

Entity

Displays the entity associated with the application.

Track Mode

Displays the tracking method used to enter time for this investment, including the following:

Risk

Displays the short name for the risk.

Total Cost

Displays the total cost of this application.

Number of Incidents

Displays the total number of open incidents for this application.

Total Incident Actual Effort

Displays the total incident actual effort based on the following formula:

Total Incident Actual Effort = Actuals + remaining ETC
Total Labor Effort

Displays the total labor effort.

Planned Cost

Displays the planned cost for a simple budget.

Planned Cost Start

Displays the planned cost start date of the application.

Planned Cost Finish

Displays the planned cost finish date of the application.

Planned Benefit

Displays the planned benefit for a simple budget.

Planned Benefit Start

Displays the planned benefit start date.

Planned Benefit Finish

Displays the planned benefit finish date.

Planned NPV

Displays the Net Present Value calculated from the planned cost and planned benefit.

Planned ROI

Displays the return on investment as calculated from planned cost and planned benefit.

Planned Breakeven

Displays the planned breakeven date.

Calculate NPV Data [Yes/No]

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.

Created Date

Displays the date and time this application was created.

Created By

Displays the resource that created this application.

Last Updated Date

Displays the date and time this application was last updated.

Application Team

Use the following attributes when querying application team information:

Resource Name

Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource.

Application Role

Displays the application specific role for this resource.

Is Role (Yes/No)

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.

Booking Status

Displays the booking status for the resource on this investment.

Values:

Request Status

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:

Open for TE (Yes/No)

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.

Allocation Start Date

Displays the start of the resource's allocation for the application team.

Allocation Finish Date

Displays the finish of the resource's allocation for the application team.

Hard Allocation Start Date

Displays the start of the resource's hard allocation to the application team.

Hard Allocation Finish Date

Displays the finish of the resource's hard allocation to the application team.

Allocation Baseline Start Date

Displays the baseline start date of the application team.

Allocation Baseline Finish Date

Displays the baseline finish date of the application team.

Assets Class

Use the following attributes when querying assets information:

Asset ID

Displays the unique identifier for an asset.

Asset Name

Displays the asset name.

Asset Manager

Displays the first and last name of the assets manager.

Description

Displays the description for the asset.

Start Date

Displays the start date.

Finish Date

Displays the finish date.

Baseline Start Date

Displays the baseline start date of an investment.

Baseline Finish Date

Displays the baseline finish date of the investment.

Category

Displays the category of the assets.

Set Planned Cost Dates [Yes/No]

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.

Goal

Defines the goal of this investment that aligns it with the main corporate strategy.

Alignment

Displays the alignment score.

Stage

Displays the stage in the assets lifecycle.

Status

Displays the status of the investment.

Values: Approved, Rejected, Unapproved

Status Indicator

Indicates the status.

Stoplight values:

Priority

Displays the assets priority.

TCO

Displays the total cost of ownership.

Progress

Displays the level of work that has been completed.

Values:

Partition

Displays the partition associated with the assets.

Charge Code

Displays the charge code of the assets.

Is Required [Yes/No]

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.

Active (Yes/No)

Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.

Open for TE (Yes/No)

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.

Entity

Displays the entity associated with the assets.

Track Mode

Displays the tracking method used to enter time for this investment, including the following:

Risk

Displays the short name for the risk.

Total Cost

Displays the total cost of the assets.

Number of Incidents

Displays the total number of open incidents.

Total Incident Actual Effort

Displays the total incident actual effort based on the following formula:

Total Incident Actual Effort = Actuals + remaining ETC
Total Labor Effort

Displays the total labor effort.

Planned Cost

Displays the planned cost for a simple budget.

Planned Cost Start

Displays the planned cost start date of the assets.

Planned Cost Finish

Displays the planned cost finish date of the assets.

Planned Benefit

Displays the planned benefit for a simple budget.

Planned Benefit Start

Displays the planned benefit start date.

Planned Benefit Finish

Displays the planned benefit finish date.

Planned NPV

Displays the Net Present Value calculated from the planned cost and planned benefit.

Planned ROI

Displays the return on investment as calculated from planned cost and planned benefit.

Planned Breakeven

Displays the planned breakeven date.

Calculate NPV Data (Yes/No)

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.

Created Date

Displays the date and time the assets were created.

Created By

Displays the resource that created the assets.

Last Updated Date

Displays the date and time the assets were last updated.

Last Updated By

Displays the resource that last updated the assets.

Assets Team

Use the following attributes when querying assets team information:

Resource Name

Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource.

Asset Role

Displays the asset specific role for this resource.

Is Role (Yes/No)

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.

Booking Status

Displays the booking status for the resource on this investment.

Values:

Request Status

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:

Open for TE (Yes/No)

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.

Allocation Start Date

Displays the start of the resource's allocation for the assets team.

Allocation Finish Date

Displays the finish of the resource's allocation for the assets team.

Hard Allocation Start Date

Displays the start of the resource's hard allocation to the assets team.

Hard Allocation Finish Date

Displays the finish of the resource's hard allocation to the assets team.

Allocation Baseline Start Date

Displays the baseline start date of the assets team.

Allocation Baseline Finish Date

Displays the baseline finish date of the assets team.

Other Work Class

Use the following attributes when querying other work information:

Other Work ID

Displays the unique identifier for other work.

Other Work Name

Displays other work name.

Other Work Manager

Displays the first and last name of the other work manager.

Description

Displays the description for other work.

Start Date

Displays the start date.

Finish Date

Displays the finish date.

Baseline Start Date

Displays the baseline start date of an investment.

Baseline Finish Date

Displays the baseline finish date of the investment.

Category

Displays the category of other work.

Set Planned Cost Dates [Yes/No]

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.

Goal

Defines the goal of this investment that aligns it with the main corporate strategy.

Alignment

Displays the alignment score.

Stage

Displays the stage in the other work lifecycle.

Status

Displays the status of the investment.

Values: Approved, Rejected, Unapproved

Status Indicator

Indicates the status.

Stoplight values:

Priority

Displays the other work priority.

Progress

Displays the level of work that has been completed.

Values:

Partition

Displays the partition associated with other work.

Charge Code

Displays the charge code of other work

Is Required [Yes/No]

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.

Active (Yes/No)

Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.

Open for TE (Yes/No)

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.

Entity

Displays the entity associated with other work.

Track Mode

Displays the tracking method used to enter time for this investment, including the following:

Risk

Displays the short name for the risk.

Total Cost

Displays the total cost of other work.

Number of Incidents

Displays the total number of open incidents.

Total Incident Actual Effort

Displays the total incident actual effort based on the following formula:

Total Incident Actual Effort = Actuals + remaining ETC
Total Labor Effort

Displays the total labor effort.

Planned Cost

Displays the planned cost for a simple budget.

Planned Cost Start

Displays the planned cost start date of other work.

Planned Cost Finish

Displays the planned cost finish date of other work.

Planned Benefit

Displays the planned benefit for a simple budget.

Planned Benefit Start

Displays the planned benefit start date.

Planned Benefit Finish

Displays the planned benefit finish date.

Planned NPV

Displays the Net Present Value calculated from the planned cost and planned benefit.

Planned ROI

Displays the return on investment as calculated from planned cost and planned benefit.

Planned Breakeven

Displays the planned breakeven date.

Calculate NPV Data (Yes/No)

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.

Created Date

Displays the date and time other work was created.

Created By

Displays the resource that created other work.

Last Updated Date

Displays the date and time the other work were last updated.

Last Updated By

Displays the resource that last updated the other work.

Other Work Team

Use the following attributes when querying other work team information:

Resource Name

Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource.

Other Work Role

Displays the other work specific role for this resource.

Is Role (Yes/No)

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.

Booking Status

Displays the booking status for the resource on this investment.

Values:

Request Status

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:

Open for TE (Yes/No)

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.

Allocation Start Date

Displays the start of the resource's allocation for the other work team.

Allocation Finish Date

Displays the finish of the resource's allocation for the other work team.

Hard Allocation Start Date

Displays the start of the resource's hard allocation to the other work team.

Hard Allocation Finish Date

Displays the finish of the resource's hard allocation to the other work team.

Allocation Baseline Start Date

Displays the baseline start date of the other work team.

Allocation Baseline Finish Date

Displays the baseline finish date of the other work team.

Products Class

Use the following attributes when querying product information:

Product ID

Displays the unique identifier for a product.

Product Name

Displays the name of the product.

Product Manager

Displays the first and last name of the product manager.

Description

Displays the description for this product.

Start Date

Displays the start date of the product.

Finish Date

Displays the finish date of the product.

Baseline Start Date

Displays the baseline start date of an investment.

Baseline Finish Date

Displays the baseline finish date of the investment.

Category

Displays the product category.

Set Planned Cost Dates [Yes/No]

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.

Goal

Defines the goal of this investment that aligns it with the main corporate strategy.

Alignment

Displays the alignment score.

Stage

Displays the product lifecycle stage.

Status

Displays the status of the investment.

Values: Approved, Rejected, Unapproved

Status Indicator

Indicates the status.

Stoplight values:

Priority

Displays the priority of the product.

TCO

Displays the total cost of ownership (TCO).

Version

Displays the version of the product.

Progress

Displays the progress status of the product.

Partition

Displays the partition associated with the product.

Charge Code

Displays the charge code of the product.

Is Required [Yes/No]

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.

Active (Yes/No)

Displays whether an investment is active. Displays Yes if the investment is active and No if it is not.

Open for TE (Yes/No)

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.

Entity

Displays the short description for the entity.

Track Mode

Displays the tracking method used to enter time for this investment, including the following:

Risk

Displays the short name for the risk.

Total Cost

Displays the total cost of the product.

Number of Incidents

The total number of open incidents for this product.

Total Incident Actual Effort

Displays the total incident actual effort based on the following formula:

Total Incident Actual Effort = Actuals + remaining ETC
Total Labor Effort

Displays the total labor effort.

Planned Cost

Displays the planned cost for a simple budget.

Planned Cost Start

Displays the planned cost start date.

Planned Cost Finish

Displays the planned cost finish date.

Planned Benefit

Displays the planned benefit for a simple budget.

Planned Benefit Start

Displays the planned benefit start date.

Planned Benefit Finish

Displays the planned benefit finish date.

Planned NPV

Displays the Net Present Value calculated from the planned cost and planned benefit.

Planned ROI

Displays the return on investment as calculated from planned cost and planned benefit.

Planned Breakeven

Displays the planned break even date.

Calculate NPV Data (Yes/No)

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.

Created Date

Displays the date and time this product was created.

Created By

Displays the resource that created this product.

Last Updated Date

Displays the date and time this product was last updated.

Last Updated By

Displays the resource that last updated this product.

Product Team

Use the following attributes when querying product team information:

Resource Name

Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource.

Product Role

Displays the product specific role for this resource.

Is Role (Yes/No)

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.

Booking Status

Displays the booking status for the resource on this investment.

Values:

Request Status

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:

Open for TE (Yes/No)

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.

Allocation Start Date

Displays the start of the resource's allocation for the product.

Allocation Finish Date

Displays the finish of the resource's allocation for the product.

Hard Allocation Start Date

Displays the start of the resource's hard allocation to the product.

Hard Allocation Finish Date

Displays the finish of the resource's hard allocation to the product.

Allocation Baseline Start Date

Displays the allocation baseline start date for the investment.

Allocation Baseline Finish Date

Displays the baseline finish date of the product.