Access Groups › PMO Accelerator Portfolio Manager Group

PMO Accelerator Portfolio Manager Group

Portfolio managers are primarily concerned with the direction and performance of their investments. This type of resource may be nontechnical. Members of the PMO Accelerator Portfolio Manager group review, model, and approve portfolios of projects and other work.

The following are the page views that are included with the Instance access rights.

Page - View

Allows users to view a general page in CA Clarity PPM. For instance pages (such as portfolio pages), this right is not required.

Type: Instance

Issues and Risks

Allows users to view the Overview: Issues and Risks page. Click Page - View to view this access right.

Type: Instance

Portfolio Dashboard

Allows users to view the Portfolio Dashboard page. Click Page - View to view this access right.

Type: Instance

The following are the portlet views that are included with the Instance access rights.

Portlet - View

Allows users to view a portlet in the application.

Type: Global

Balance

Allows users to view the Balance portlet. Click Portlet - View to view this access right.

Type: Instance

Benefits by Goal

Allows users to view the Benefits by Goal portlet. Click Portlet - View to view this access right.

Type: Instance

Planned Costs

Allows users to view the Planned Costs portlet. Click Portlet -View to view this access right.

Type: Instance

Current Issues

Allows users to view the Current Issues portlet. Click Portlet - View to view this access right.

Type: Instance

Issue Management

Allows users to view the Issue Management portlet. Click Portlet - View to view this access right.

Type: Instance

My Portfolios

Allows users to view the My Portfolios portlet. Click Portlet-View to view this access right.

Type: Instance

Prioritization of Investments [--Base Scenario--]

Allows users to view the bubble graph of the Prioritization of Investments portlet showing a base scenario.

Type: Instance

Prioritization of Investments [--Compare To Scenario--]

Allows users to view the bubble graph of the Prioritization of Investments portlet showing a Compare To scenario.

Type: Instance

Resource Demand on Investments [--Base Scenario--]

Allows users to view the grid of the Resource Demand on Investments portlet showing a base scenario.

Type: Instance

Resource Demand on Investments [--Compare To Scenario--]

Allows users to view the grid of the Resource Demand on Investments portlet showing a Compare To scenario.

Type: Instance

Resource Allocation

Allows users to view the Resource Allocation portlet. Click Portlet - View to view this access right.

Type: Instance

Resource Capacity and Allocation

Allows users to view the Resource Capacity and Allocation portlet. Click Portlet - View to view this access right.

Type: Instance

Role Capacity and Demand

Allows users to view the Role Capacity and Demand portlet. Click Portlet - View to view this access right.

Type: Instance

Portfolio Benefits and Costs

Allows users to view the Portfolio Benefits and Costs portlet. Click Portlet -View to view this access right.

Type: Instance

Financial Performance

Allows users to view the Financial Performance portlet. Click Portlet - View to view this access right.

Type: Instance

Resource Gantt

Allows users to view the Resource Gantt portlet. Click Portlet - View to view this access right.

Type: Instance

Portfolio Investment Benefits by Goal

Allows users to view the Portfolio Investment Benefits by Goal portlet. Click Portlet -View to view this access right.

Type: Instance

Key Performance Indicators

Allows users to view the Key Performance Indicators portlet. Click Portlet - View to view this access right.

Type: Instance

Project Costs by Phase

Allows users to view the Project Costs by Phase portlet. Click Portlet - View to view this access right.

Type: Instance

Project Costs by Resource

Allows users to view the Project Costs by Resource portlet. Click Portlet - View to view this access right.

Type: Instance

Project Costs by Task

Allows users to view the Project Costs by Task portlet. Click Portlet - View to view this access right.

Type: Instance

Balance

Allows users to view the Balance portlet. Click Portlet - View to view this access right.

Type: Instance

Financials

Allows users to view the portfolio financial information. Click Portlet - View to view this access right.

Type: Instance

Capital vs Expense Budget and Forecast

Allows users to view the Capital vs Expense Budget and Forecast portlet. Click Portlet - View to view this access right.

Type: Instance

Capital vs Expense by Period

Allows users to view the Capital vs Expense by Period portlet. Click Portlet - View to view this access right.

Type: Instance

Capital vs Expense Variance by Period

Allows users to view the Capital vs Expense Variance by Period portlet. Click Portlet - View to view this access right.

Type: Instance

Investments

Allows users to view the Investments portlet. Click Portlet - View to view this access right.

Type: Instance

Risk Management

Allows users to view the Risk Management portlet. Click Portlet - View to view this access right.

Type: Instance

Staffing Outlook

Allows users to view the Staffing Outlook page.

Type: Instance

Planned Cost/Benefit

Allows users to view the Planned Cost/Benefit portlet. Click Portlet -View to view this access right.

Type: Instance

Gantt

Allows users to view the Gantt portlet. Click Portlet - View to view this access right.

Type: Instance

Financials

Allows users to view the portfolio financial information. Click Portlet - View to view this access right.

Type: Instance

Investments

Allows users to view the Investments portlet. Click Portlet - View to view this access right.

Type: Instance

Life-cycle Funnel

Allows users to view the Life-cycle Funnel portlet. Click Portlet -View to view this access right.

Type: Instance

Risk/Reward Quadrants

Allows users to view the Risk/Reward Quadrants portlet. Click Portlet - View to view this access right.

Type: Instance

Portfolio Planned ROI/Alignment Zones

Allows users to view the Portfolio Planned ROI/Alignment Zones portlet. Click Portlet - View to view this access right.

Type: Instance

The following Group access rights are included with this access group:

Application - Create

Allows users to create Applications. Includes the Application - Navigate right.

Type: Global

Application - Navigate

Allows users to navigate to Application pages. Users need additional rights to view individual Applications.

Type: Global

Asset - Create

Allows users to create Assets. Includes the Asset - Navigate right.

Type: Global

Asset - Navigate

Allows users to navigate to Asset pages. Users need additional rights to view individual Assets.

Type: Global

Knowledge Store - Access

Allows resources to create, edit, and view knowledge store documents for which the resource has been given permission.

Type: Global

Knowledge Store - Administrate

Allows resources to administer knowledge store folders and documents for which the resource has been given permission.

Type: Global

Knowledge Store - View All

Allows resources to view all documents in the knowledge store.

Type: Global

Other Work - Create

Allows resources to create other work.

Type: Global

Other Work - Navigate

Allows resources access to the other work management pages.

Type: Global

Portfolio - Create

Allows users to create portfolios.

Includes: Portfolio - Navigate to access Portfolio Management menu.

Type: Global

Portfolio - Edit - All

Allows users to view, edit, and delete all portfolios. Users can see only the investments, scenarios, and portlets to which they have access.

Requires: Portfolio - Navigate to access the Portfolio Management menu.

Type: Global

Portfolio - Navigate

Allows users to access the Portfolio Management menu.

Type: Global

Product - Create

Allows users to create products. Includes the Product - Navigate right.

Type: Global

Product - Navigate

Allows users to navigate to product pages. Users need additional rights to view individual products.

Type: Global

Project - Create

Allows you to create new projects and define the general properties.

Includes: Project - Create from Template right to create a project using a template.

Type: Global

Project - Edit Financial

Allows users to edit the general properties, team, key tasks, and financial information for a specific project. This access right also allows the user to add subprojects to the project, and to view and edit the project using a desktop scheduler, such as Open Workbench and Microsoft Project.

Type: Instance

Reports - Access

Allows users to access reports pages. Additional report rights are also required to view, edit, or run reports.

Type: Global

Reports - Run - All

Allows you to run any report. This right also allows users to schedule, edit properties, and view the output of any report. The access is dependent on being granted Reports - Access right.

Type: Global

Reports - View Output - All

Allows users to view the output of any report.

Requires: Reports - Access right

Type: Global

Resource - Create

Allows users to create a resource or role, and edit properties. Lets users create labor and nonlabor resources.

Requires: Resource - Navigate

Type: Global

Resource - Navigate

Allows you to access resource management pages.

Type: Global