General Pages and Portlets › Project Dashboard › Project Manager Schedule Dashboard Portlet

Project Manager Schedule Dashboard Portlet

The Project Manager Schedule Dashboard portlet displays project schedule performance and a Gantt. You can filter the results by the projects you manage or list all projects you have access to, including subprojects. Subprojects are always included under their master projects, but you can also display the subprojects in the top level of the portlet list. Displaying subprojects in the top level lets you filter on subprojects, using the filter options available in the portlet. For this reason, there is a Show Subprojects in List filter option of Yes that allows you to include Subprojects in the top level of the portlet list.

By default, this filter option is set to No, which means subprojects are not displayed in the top level of the portlet list.

The following fields display on the portlet:

Project/WBS/Resource

Displays the name of the project, WBS element, or resource. Click a Project/WBS/Resource link to open the properties page of the project, WBS element, or resource.

Subprojects Icon

Displays an icon that indicates the project is a subproject and links to the properties page of the subproject. The column heading is not displayed for this column to minimize the width.

Start

Displays the start date of the project, task, or assignment.

Finish

Displays the finish date of the project, task, or assignment.

Schedule %

Displays the following:

• Project calculation. Displays a stoplight indicating days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the project progress and baseline (if a baseline exists). The color of the stoplight indicates if the project is on schedule or late.
• Task calculation. Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.

  The task calculation takes into account the task status and baseline (if a baseline exists). The color of the stoplight indicates if the task is on schedule or late.

There is no calculation for resource assignments so the schedule % will display as a white stoplight.

Stoplights:

• Green. The project or task is ahead of schedule or on schedule.
• Yellow. The project or task is between one and ten percent late.
• Red. The project or task is more than ten percent late.
• White. The schedule percentage is undefined.

Days Late

Displays the number of days late considering the following:

• Whether or not a baseline exists
• Project progress or task status

If a baseline exists, then days late is calculated as project or task finish date minus baseline finish date. A positive number indicates that the project or task is late according to the baseline. A negative number indicates that it is early according to the baseline.

If a baseline exists and the project or task finish date is the same as the baseline finish date, then the project or task is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project or task finish date.

If there is no baseline, then days late is calculated if the project or task is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project or task finish date.

There is no calculation for resource assignments so the days late will not be populated.

Gantt Schedule

Displays a Gantt chart that shows the start and finish dates of the projects, subprojects, WBS elements, and assignments. The color of the Gantt bars is based on the schedule percentage as follows:

• Green. The project or task is ahead of schedule or on schedule.
• Yellow. The project or task is between one and ten percent late.
• Red. The project or task is more than ten percent late.
• White. The schedule percentage is undefined.

The Project Manager Schedule Dashboard and the Project Manager Cost and Effort Dashboard are based on the same query. Hence, you can configure fields from either portlet to appear on the other portlet.

See the Personalizing CA Clarity User Guide for more information.

In addition, the following fields are available for you to add through the configure option:

% Complete

Defines the percentage of work completed on the project or task.

Sources:

• Schedule & Performance properties page of the project.
• General properties page of the task.

Baseline Start

Displays the baseline start date of the project, task, or assignment.

Baseline Finish

Displays the baseline finish date of the project, task, or assignment.

Charge Code

Displays the charge code of the project or task.

Sources:

• Settings properties page of the project.
• Settings properties page of the task.

Dashboard Icon

Displays a dashboard icon. Click the icon link to open the project dashboard.

Days Late %

Displays the following:

• Project Calculation. Displays days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the project progress and baseline (if a baseline exists).
• Task Calculation. Displays days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.

  The task calculation takes into account the task status and baseline (if a baseline exists).

There is no calculation for resource assignments so the days late percentage will not be populated.

Schedule

Displays a stoplight indicating the number of days a project or task is late, considering the following:

• Project progress or task status
• Whether or not a baseline exists for the project or task.

The color of the stoplight indicates if the project or task is on schedule or late.

There is no calculation for resource assignments so the days late will not be populated.

Stoplights:

• Green. The project or task is ahead of schedule or on schedule.
• Yellow. The project or task is between one and ten days late.
• Red. The project or task is more than ten days late.
• White. The schedule is undefined.

ETC

Displays the system-calculated value of the estimated effort to complete the project or task.

Sources:

• Schedule & Performance properties page of the project.
• Performance properties page of the task.

ETC Cost

Displays the system-calculated value of estimate to complete, which is the predicted cost of finishing the remaining work.

Sources:

• Schedule & Performance properties page of the project.
• Performance properties page of the task.

Open for Time Entry

Indicates if the project or task is open for time entry.

Project Manager

Displays the project manager of the project or subproject.

Project Progress or Task Status

Displays the project progress or task status.

Values: Not Started, Started, and Completed

More information:

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