Managing Projects › How to Work with Project Properties › Edit General Properties (Investments)

Edit General Properties (Investments)

Edit the general properties of any project to which you have access.

Follow these steps:

1. Open the project.

   The properties page appears.

2. 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 name for the project.

   Limits: 80 characters

   Required: Yes

   Project ID

   Defines the unique identifier for the project that is typically auto-numbered.

   Limits: 20 characters

   Required: Yes

   Description

   Defines the description.

   Limits: 240 characters

   Required: No

   Manager

   Specifies the name of the resource responsible for managing the project. The manager of a project automatically receives certain rights for the project.

   The project manager is not the same as the collaboration manager. The person creating the project becomes the collaboration manager for the project by default.

   Default: The resource creating the project. If you are creating a project that someone else can manage, change the default to another resource.

   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

   Risk

   Displays the project risk status in the form of a stoplight. The stoplight colors are based on your selections on the main risk page. If you have detailed risks defined, the colors are derived from the risks page.

   Values:

   • Green = Low Risk
   • Yellow = Medium Risk

   Red = High Risk

   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

   Alignment

   Specifies the alignment with corporate objectives. Displays a stoplight that indicates the project alignment status.

   Values:

   • 66 - 100 (Green) = Aligned
   • 33 - 65 (Yellow) = Alignment at risk
   • 0 - 32 (Red) = Out of alignment
   • Required: No

   Status

   Indicates the status of the investment.

   Values: Approved, Rejected, Unapproved

   Default: Unapproved

   Active

   Specifies if the investment is active. Activate the investment to enable posting transactions to. Also, to view the investment in portfolios and in capacity planning portlets.

   Default: Selected

   Program

   Specifies using a program to create projects.

   Default: Cleared

   Required: No

   Template

   Specifies using the project as a project template to create other projects.

   Default: Cleared

   Required: No

   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.

3. In the Organizational Breakdown Structures section, define the OBS to associate with the project for security, organizational, or reporting purposes.

   See the Basics User Guide for more information.

   Organizational

   Defines the lines of business for your organization that is responsible for the proposal.

   Department

   Defines the financial department associated with the investment.

   Required: No

   See the Financial Management User Guide for more information.

   This OBS is listed last if more than one OBS exists.

   Location

   Defines the financial location associated with the investment. The location requires belonging to the same entity as the department.

4. Save the changes.

More information:

Risks, Issues, Change Requests, and Action Items

Financially Enable Projects

Financial Processing (Investments)

Risks (Investments)

Risk Rating