Resource Management › Enhancements to Resource Planning Tabs and Portlets

Enhancements to Resource Planning Tabs and Portlets

The tabs and out-of-the-box portlets under the Resource Planning menu option have changed. For a summary of the functional changes, see the Release Notes.

For new installations, the new Resource Planning page layout is automatically available.

If you are upgrading, additional steps are necessary after the upgrade to finalize the installation of the changes. During the upgrade, the changed portlet page layout, the portlets, and the Resource Planning Group are installed into an upgrade ready state. If you previously modified the out-of-the-box configurations of the portlet page, the existing portlets, or both, you can make one of the following choices:

• Do nothing. You can continue to use the old Resource Planning portlet page and tabs with your existing portlets.
• Manually add the new portlets onto your existing Resource Planning tab set.
• Complete the upgrade of the new content by applying the new portlet page and all of the updated portlets, the Resource Planning Group, and the Menu Manager.

Upgrade Actions: (Optional) Apply the new portlet page and updated portlets (the last option in the preceding list).

Follow these steps:

1. Log in as an Administrator user with appropriate access rights to install and upgrade CA Clarity PPM portlets and portlet pages.
2. Apply the changes for the new tabs and portlets by completing the following actions:
   1. Open Administration, and from Studio, click Add-Ins.
   2. Click System: Clarity content.
   3. Review the list of items with an Upgrade Ready status and clear the checkmark for any line items that you do not want upgraded.
   4. Click Apply.

      This action replaces the current configurations with the new content for each selected item.

   5. Review the confirmation page and click Yes.
3. Refresh the Home menu definition by completing the following steps:
   1. Open Administration, and from Studio, click Menu Manager.
   2. Click Application Menu.
   3. Click Resource Management in the menu hierarchy list.
   4. Click Save and Return.

      This action accepts the menu order.

   Note: Instruct all users with access rights to Resource Planning in the Home menu to click the Refresh icon located in the Home menu. This action updates the Home menu to reflect the newly upgraded menu.

4. Complete the adjustment of the portlets and tabs by complete the following steps:
   1. Open Administration, and from Studio, click Portlet Pages.
   2. Open the Resource Planning portlet page.
   3. Click Tabs.

      As part of the upgrade, the following existing out-of-the-box portlets appear on new tabs:

      • Unfilled Requirements portlet is now on the Unfilled Allocations tab. This portlet also remains on the Allocations tabs, the preupgrade location.
      • Booking Status portlet is now on the Bookings tab. This portlet also remains on the Allocations tabs, the preupgrade location.
      • OBS Resource Allocation portlet is now on the Organizational Demand tab. This portlet also remains on the Capacity tab, the preupgrade location.
   4. Decide which tab the portlets are to appear on and remove the portlets from one of the tabs.

      Note: To remove a portlet, click a tab name, then click the Content tab to add or remove portlets.

5. (Optional) The menu entry for Resource Planning continues to default to the Workloads tab, which is now in the center of the tabs. If you prefer to start on the first tab when you select Resource Planning from the Home menu, complete the following steps:
   1. Open Administration, and from Studio, click Menu Manager.
   2. Click Application Menu.
   3. Click Resource Management in the menu hierarchy list.

      The properties page appears.

   4. In the Page Name field, select Capacity.
   5. Save your changes.