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Team Member Task Summary Portlet

The Team Member Task Summary portlet displays resource assignments, ETC, pending actuals, and actuals for project tasks. Use the portlet to analyze task schedule by resource and review estimates and actuals.

You can configure this portlet to display on a project dashboard.

The following fields display on this portlet:

Properties Icon

Displays an icon that links to the properties page of the project.

Project

Displays the project name. Click a project name to view the project dashboard.

Task

Displays the name of the task. Click a task name to view the task properties.

Guidelines

Displays the guidelines icon. Click the icon to go to the guidelines page. This page defines the file path and file name for the guidelines your organization follows for this task.

Resource/Role

Displays the resource or role assigned to the task. Click a resource or role name link to view the properties.

Priority

Displays a stoplight that indicates the priority status of a task.

Stoplights:
Status

Indicates the status of the task.

Values: Not Started, Started, or Completed

Schedule %

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 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.

Stoplights:

Days Late

Displays the number of days late considering the following:

If a baseline exists, then days late is calculated as task finish date minus baseline finish date. A positive number indicates that the 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 task finish date is the same as the baseline finish date, then the 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 task finish date.

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

ETC

Defines the number of hours estimated to complete a task. Once a task is started, ETC reflects the number of remaining hours estimated to complete it.

Pending Actuals

Displays the amount of unposted actuals for the task.

Actuals

Defines the total number of hours submitted and posted for the task.

Gantt Schedule

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

The following fields are available for this portlet and you can add them using the configure option.

See the Personalizing CA Clarity PPM User Guide for more information.

Assignment Start

Displays the start date of the assignment.

Assignment Finish

Displays the finish date of the assignment.

Project ID

Displays the project ID, which is the identifier of the project.

Days Late %

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

Schedule

Displays a stoplight indicating the number of days a task is late, considering the task status and whether or not a baseline exists for the task. The color of the stoplight indicates if the task is on schedule or late.

Stoplights: