Create Subprojects from Project Templates

Managing Projects › Subprojects › Create Subprojects from Project Templates

Create Subprojects from Project Templates

Use this procedure to create a subproject using a project template. The default field values, defined in the project template, vary depending on the selections made in the template.

Follow these steps:

Open the project.
The properties page appears.
Open the Tasks menu and click Gantt.
The Gantt view appears.
Click the down arrow for the Add Existing SubProject icon in the Gantt view, and click Create New Project From Template.
The available project templates appear.
Select a project template and click Next.
The create page appears.
Complete the following fields in the General section:
Assignment Pool
Specifies the pool of resources allowed when assigning resources to tasks.

Values:
- Team Only. Allow only staff members.
- Resource Pool. Allow team staff members and resources for whom you have access rights to book to a project. With this option, when you assign a resource to a task, the resource is also added as a team staff member.
Default: Resource Pool

Required: Yes
Project Name

Defines the unique name for the project.

Limits: 80 characters

Required: Yes

Project ID

Defines the unique identifier for the project. On lists and portlets, the value for the field is display only.

Limits: 20 characters

Required: Yes

Description

Defines the description. In lists and portlets, displays the description.

Limits: 240 characters

Required: No

Manager

Specifies the name of the resource responsible for managing the project. The lists and portlets display the name.

Default: The resource creating the project.

Required: No

Page Layout

Specifies the page layout to view project information. Available layouts are company-specific and dependent 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 display only.

Default: Project Default Layout

Required: Yes

Start Date

Defines the start date. On lists and portlets, the value for this field is display only.

Default: Current date

Required: Yes

Finish Date

Defines the finish date. On lists and portlets, the value for this field is display only.

Default: Current date

Required: Yes

Set Planned Cost Dates

Specifies if the planned cost dates are synchronized with the investment dates. Selecting the option for a detailed financial plan does not affect the planned cost dates.

Default: Selected

Required: No

Stage

Defines the stage in the investment lifecycle. The list of choices is company-specific and depends on the values that your administrator sets.

The metric is used in portfolio analysis when you use comparable stage criteria across all portfolio investments.

Goal

Specifies the purpose or business case for this project.

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

Required: No

Priority

Defines the relative importance of this investment in relation to all other investments. The priority controls the order in which tasks are scheduled during autoscheduling. The priority is subject to dependency constraints.

Values: 0 - 36 (where zero is the highest importance)

Default: 10

Required: No

Progress
Indicates the level of work completed on the tasks.

Values:
- Completed (100 percent)
- Started (1 - 99 percent)
- Not Started (0 percent)
Default: Not Started

Required: Yes
Status

Indicates the status for the project.

Values: Approved, Unapproved, and Rejected

Default: Unapproved

Required: Yes

Required

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

Default: Cleared

Required: No

See the Portfolio Management User Guide for more information.

% Complete Calculation Method
Specifies the method for calculating the percent complete value for the project and tasks.

Note: If you are using CA Clarity PPM with Microsoft Project, or if you are using an external job to calculate % Complete, select manual as the calculation method.

Values:
- Manual. Use this method to enter the percent complete for the project, summary, and detail tasks manually. The % Complete field appears on the task properties page.
- Duration. Use this method to track percent complete based on duration. The duration is a measure of the total span of active working time for a task: from start to the finish date of a task. In this method, enter the % complete for the detail tasks. 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 completed by resource assignments. 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
```
  Note: If you assign a non-labor resource to a task and the % Complete Calculation Method is set to Effort, the effort and actuals for that resource are ignored in the calculation.
Default: Manual
Complete the following fields in the Organization Breakdown Structures section:

Department

Defines the department OBS for the project.

Location

Defines the location OBS for the project.

ReleaseChecklistDeptOBS

Defines the release checklist for the department OBS.
Complete the following fields in the Copy Template Project Options section:
Template Name

Displays the name of the project template from which data is used to populate the new project.

Scale Work By

Defines the percentage by which the work estimates on each task is required to be increased or decreased for the new project. The scaling is relative to the template.

Values: 0-100 (where zero means no change)

Default: Zero

Required: No

Scale Budget By
Defines the percentage (positive or negative) as the scaling factor for the dollar amounts defined in project cost plans and benefit plans.

Values: 0-100 (where zero means no change)

Default: Zero

Required: No

Example: The template project from 1/1/2009 to 12/31/2009 allocates $10,000 for planned cost and $20,000 for planned benefit for the project duration. If a Scale Budget By value of 20 percent is defined, the plans copy over to the new project as follows. Assumed that the project duration is same as the template project:
- The planned cost shows $12,000 (scaled up by an additional 20 percent of the original value).
The planned benefit shows $24,000 (scaled up by an additional 20 percent of the original value).
Convert resources to roles

Specifies to replace the resources in the new project with the primary roles, or team roles of the named resources on the project template. If a named resource has no primary role or team role, the named resource is retained on the new project. This setting overrides the default project management setting on the settings page.

Suppose, a cost plan uses a resource as a grouping attribute. Selecting the check box, copies the cost plan from the template, but without converting the resource values to roles. The resource value can be the only value that differentiates one line item detail row from another. In the absence of the value, duplicate detail rows can result in the cost plan.

Default: Cleared

Required: No
Save the changes.

More information:

Subprojects

Add Subprojects to Master Projects

Create Subprojects

View Combined Subproject Actuals and Estimates (projects)

Control Access to Subprojects

Rules for Copying Financial Plans from Project Templates

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