This section contains the following topics:
Use the overview sponsor page to analyze the sponsor view of project alignment, risk, budget, and schedule. This page consists of the following portlets:
Follow these steps:
The overview general page appears.
The overview sponsor page appears.
Use the page-level filter to filter all portlets at once by business owner.
The Project KPIs by OBS portlet displays key performance indicators (KPIs) for projects organized by OBS. The portlet provides a quick update on KPIs, such as business alignment, schedule %, days late, projected cost and effort variance %, risk, issues, and change requests.
The portlet displays information from both an OBS and a project perspective. The project information rolls up to each level in the OBS.
This portlet includes the following fields:
Displays the OBS or project name. Expand an OBS name to display all projects that belong to that OBS. Click a project link to go to the project properties.
Displays the project manager. Click a manager link to go to the properties page of the resource.
Displays an email icon. Click this icon to send an email to the project manager.
Displays how well the project aligns to the organization business goal. The higher the value, the stronger the alignment. The metric is used in portfolio analysis when you use comparable business alignment criteria across all portfolio investments. For each OBS unit, the average alignment is calculated.
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. For each OBS unit, the average schedule percentage is calculated.
Stoplights:
Displays the number of days by which a project is late considering the following:
■ Whether or not a baseline exists
■ Project progress
For each OBS unit, the average days late is calculated.
If a baseline exists, then days late is calculated as project finish date minus baseline finish date. A positive number indicates that the project 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 finish date is the same as the baseline finish date, then the project 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 finish date.
If there is no baseline, then days late is calculated if the project is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project finish date.
Displays a stoplight indicating the projected cost variance as a percentage of BAC cost. For each OBS unit, the average projected cost variance percentage is calculated.
Formula: (((ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
Stoplights:
Displays a stoplight indicating the projected effort variance as a percentage of BAC effort. For each OBS unit, the average projected effort variance percentage is calculated.
Formula: ((EAC Effort – BAC Effort) / BAC Effort) * 100
Stoplights:
Displays a stoplight based on the project risk score. The project risk score determines the color of the stoplight. For each OBS unit, the average risk score is calculated.
Stoplights:
Displays a stoplight based on the highest issue priority of the issues on the project. Issues with a status of “Resolved” or “Closed” are excluded. For each OBS unit, the issue stoplight is calculated as the highest issue priority of its projects.
Displays a checkmark if at least one change request exists on the project. Change requests with a status of “Resolved” or “Closed” are excluded. For each OBS unit, the change checkmark displays if at least one project in the OBS has a change request.
The following fields are available for this portlet and you can add them through the configure option:
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays days late as a percentage of the project timeframe, which is the finish date minus the start date. The calculation takes into account the project progress and baseline (if a baseline exists). The days late percentage shows the proportion by which a project is late. One day late in a six-month project does not have the same impact as one day late in a one-month project. For each OBS unit, the average days late percentage is calculated.
Displays a stoplight indicating the number of days a project is late, considering the project progress and whether a baseline exists for the project. The color of the stoplight indicates if the project is on schedule or late. For each OBS unit, the average schedule is calculated.
Stoplights:
Displays the variance between the estimated plus actual cost and the baseline cost. For each OBS unit, the average projected cost variance is calculated.
Formula: ((ETC Cost + Actual Cost (ACWP)) - BAC Cost)
Displays the variance between EAC effort and baseline effort. For each OBS unit, the average projected effort variance is calculated.
Formula: (EAC Effort – BAC Effort)
The Project Schedule portlet displays project type, risk, planned cost, and schedule in a Gantt chart format.
The following fields display on the portlet:
Displays an icon that links to the project dashboard.
Displays the name of the project. Click a project name link to go to the properties page of the project.
Displays the project type.
Displays a stoplight that helps you assess the risk of a project. The total risk score of the project determines the color of the stoplight.
Displays the amount of planned cost for the project.
Displays a Gantt chart. Each Gantt bar in the chart represents the length of a project.
For more information, see the Project Management User Guide.
This portlet is based on the Project object provider. Fields included in the object provider are available to this portlet and may be added through the configure option.
The Planned Cost by Project Type portlet is a pie chart that shows the percentage amount of planned cost for each project type. Each pie slice corresponds to a project type. Mouse over a pie slice to display the total planned cost amount for a project type.
This portlet is based on the Project object provider. Fields included in the object provider are available to this portlet and may be added through the configure option.
Use the overview program dashboard page to review the program cost and schedule. Compare this data to the cost and schedule of projects belonging to the program. The page provides program managers more visibility and control into program governance.
The overview program dashboard page consists of the following portlets:
Follow these steps:
The overview general page appears.
The overview program dashboard page appears. Use the page-level filter to filter both portlets at once by the program.
The Program Manager Cost Dashboard portlet displays cost and effort performance of projects belonging to a program. This portlet compares a program budget to the cost performance of its projects.
The information displayed in this portlet is also available on the Schedule & Performance and Financial Summary properties of each project.
See the Project Management User Guide and Financial Management User Guide for more information.
The following fields display on the portlet:
Displays an icon that links to the project dashboard.
Displays the name of the project. Click a project name link to go to the properties page of the project.
Displays a stoplight based on the project risk score. The project risk score determines the color of the stoplight.
Displays the stage in the project lifecycle.
Displays the finish date of the project.
Displays the ratio of money gained or lost on this project relative to the amount of money invested.
Source: Financial Summary properties page of the project.
Displays the Internal Rate of Return or the discount rate used to achieve zero NPV for an investment.
Source: Financial Summary properties page of the project.
Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work based on posted actuals.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of estimate at completion, which is the total cost of actual work completed to date and the predicted cost of finishing the remaining work.
Source: Schedule & Performance properties page of the project.
Displays the variance between the estimated plus actual cost and the baseline cost.
Source: Schedule & Performance properties page of the project.
Formula: ((ETC Cost + Actual Cost (ACWP)) - BAC Cost)
Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
Source: Schedule & Performance properties page of the project.
Formula: (((ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
Stoplights:
Displays an icon that links to a page with the following portlets:
The following aggregate amounts are provided at the bottom of the page:
Displays the aggregate percentages and cost amounts of projects belonging to the program. The aggregate amounts are averages for Planned ROI and Planned IRR. The aggregate amounts are sums for BAC Cost, Actual Cost (ACWP), EAC Cost, and Projected Cost Variance.
Displays the program Budgeted Cost.
Source: Financial Summary properties page of the program.
Displays the difference between the program Budgeted Cost and the total EAC cost of the projects in the program.
The following fields are available for this portlet and you can add them through the configure option:
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays the start date of the project.
Displays the project manager of the project.
Displays the planned cost of the project.
Source: Financial Summary properties page of the project.
Displays the planned capital cost of the project.
Source: Financial Summary properties page of the project.
Displays the percentage of the planned capital cost of the project.
Source: Financial Summary properties page of the project.
Formula: (Planned Capital Cost / Planned Cost) * 100
Displays the planned operating cost of the project.
Source: Financial Summary properties page of the project.
Displays the percentage of the planned operating cost of the project.
Source: Financial Summary properties page of the project.
Formula: (Planned Operating Cost / Planned Cost) * 100
Displays the planned benefit of the project.
Source: Financial Summary properties page of the project.
Displays the net present value of the project by calculating the total cost of capital and a series of future payments and income.
Source: Financial Summary properties page of the project.
Displays the date when the expected cash flow equals the cash outlay for the project. The breakeven date matches with the payback period.
Source: Financial Summary properties page of the project.
Displays the Modified Internal Rate of Return or the rate used to measure the attractiveness of the project.
Source: Financial summary page of the investment.
Displays the number of periods (in months) needed for the sum of the expected cash flows to equal the initial cash outlay for the project.
Source: Financial Summary properties page of the project.
Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of the actual effort posted to the tasks in the project.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of the estimated effort to complete the project.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the project.
Source: Schedule & Performance properties page of the project.
Displays the variance between EAC effort and baseline effort.
Source: Schedule & Performance properties page of the project.
Formula: (EAC Effort – BAC Effort)
Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
Source: Schedule & Performance properties page of the project.
Formula: ((EAC Effort – BAC Effort) / BAC Effort) * 100
Stoplights:
Displays the system-calculated value of budgeted cost of work scheduled (BCWS) or the budgeted amount you can spend on the project in a given time. If time is not specified, either the current date for the project or the system date is used. BCWS is also referred to as the planned value (PV).
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of budgeted cost of work performed (BCWP). The value is calculated and recorded when you baseline a project, or when you update earned value totals. BCWP is also referred to as the earned value (EV) and represents the amount of budgeted cost (BAC) completed based on performance. Performance is measured using the Task EV Calculation method.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of cost variance. The cost variance is the value of what is accomplished to date as opposed to what is spent to date.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of schedule variance. The schedule variance is the value of what is scheduled to date as opposed to what is performed to date. A positive value indicates that the work is ahead of the baseline schedule. A negative value indicates that the work is behind the baseline schedule.
Source: Schedule & Performance properties page of the project.
Displays cost variance as a percentage. It is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP).
Source: Schedule & Performance properties page of the project.
Formula: ((BCWP – ACWP) / BCWP) * 100
Displays schedule variance as a percentage. It is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS).
Source: Schedule & Performance properties page of the project.
Formula: ((BCWP – BCWS) / BCWS) *100
Displays the system-calculated value of cost performance index (CPI), which is an efficiency rating for work accomplished. A value greater than or equal to one indicates a favorable condition. A value of less than one indicates an unfavorable condition.
Source: Schedule & Performance properties page of the project.
Displays the system-calculated value of schedule performance index (SPI), which is the ratio of work performed to work scheduled. A value greater than or equal to one indicates work is on schedule. A value of less than one indicates the work is behind schedule.
Source: Schedule & Performance properties page of the project.
You can drill down to the following cost views from the Program Manager Cost Dashboard Portlet:
The Project Costs by Phase portlet displays cost performance amounts and variances by phase. Use the portlet to identify the phases of the project plan that are over baseline from a cost standpoint.
To view this portlet, click the Costs Drill Down icon in the Program Manager Cost Dashboard Portlet.
The following fields display on this portlet:
Displays the project name. Click a project name to view the project properties page.
Displays the phases of a project. Click a phase to view the task properties page.
Displays the phase status (Not Started, Started, Completed).
Displays the phase start date.
Displays the phase finish date.
Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.
Source: Performance properties page of the task.
Displays the system-calculated value of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work based on posted actuals.
Source: Performance properties page of the task.
Displays the system-calculated value of the estimated cost to complete the task. ETC cost is the aggregated total for the remaining labor and non-labor cost to complete the task.
Source: Performance properties page of the task.
Displays the system-calculated value of estimate at completion, which is the total cost of actual work completed to date and the predicted cost of finishing the remaining work.
Source: Performance properties page of the task.
Displays the variance between the estimated plus actual cost and the baseline cost.
Source: Performance properties page of the task.
Formula: ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost )
Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
Source: Performance properties page of the task.
Formula: ( ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
Stoplights:
The following fields are available for adding by configuration to this portlet.
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays the task baseline start date.
Displays the task baseline finish date.
Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
Source: Performance properties page of the task.
Displays the system-calculated value of the actual effort posted to the tasks in the project.
Source: Performance properties page of the task.
Displays the system-calculated value of the estimated effort to complete the task.
Source: Performance properties page of the task.
Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the task.
Source: Performance properties page of the task.
Displays the variance between EAC effort and baseline effort.
Source: Performance properties page of the task.
Formula: (EAC Effort – BAC Effort)
Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
Source: Performance properties page of the task.
Formula: ( (EAC Effort – BAC Effort) / BAC Effort) * 100
Stoplights:
Displays the system-calculated value of budgeted cost of work scheduled (BCWS) or the budgeted amount you can spend on the task in a given time. If time is not specified, either the current date for the task or the system date is used. BCWS is also referred to as the planned value (PV).
Source: Performance properties page of the task.
Displays the system-calculated value of budgeted cost of work performed (BCWP). The value is calculated and recorded when you baseline a project, or when you update earned value totals. BCWP is also referred to as the earned value (EV) and represents the amount of baseline cost (BAC) completed based on performance. Performance is measured using the Task EV Calculation method.
Source: Performance properties page of the task.
Displays the system-calculated value of cost variance. The cost variance is the value of what is accomplished to date as opposed to what is spent to date.
Source: Performance properties page of the task.
Displays the system-calculated value of schedule variance. The schedule variance is the value of what is scheduled to date as opposed to what is performed to date. A positive value indicates that the work is ahead of the baseline schedule. A negative value indicates that the work is behind the baseline schedule.
Source: Performance properties page of the task.
Displays cost variance as a percentage. The variance is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP).
Source: Performance properties page of the task.
Formula: ((BCWP – ACWP) / BCWP) * 100
Displays schedule variance as a percentage. The variance is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS).
Source: Performance properties page of the task.
Formula: ((BCWP – BCWS) / BCWS) *100
Displays the system-calculated value of cost performance index (CPI), which is an efficiency rating for work accomplished. A value greater than or equal to one indicates a favorable condition. A value of less than one indicates an unfavorable condition.
Source: Performance properties page of the task.
Displays the system-calculated value of schedule performance index (SPI), which is the ratio of work performed to work scheduled. A value greater than or equal to one indicates work is on schedule. A value of less than one indicates the work is behind schedule.
Source: Performance properties page of the task.
The Project Costs by Task portlet displays cost performance amounts and variances by task. You can use the portlet to identify tasks of the project plan that are over baseline from a cost standpoint.
To view this portlet, click the Costs Drill Down icon in the Program Manager Cost Dashboard Portlet.
The following fields display on the portlet:
Displays the project name. Click a project name to view the project properties page.
Displays the phases of a project. Click a phase to view the task properties page.
Displays the tasks of a project. Click a task to view the task properties page.
Displays the task status (Not Started, Started, Completed).
Displays the task start date.
Displays the task finish date.
Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.
Source: Performance properties page of the task.
Displays the system-calculated value of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work based on posted actuals.
Source: Performance properties page of the task.
Displays the system-calculated value of the estimated cost to complete the task. ETC cost is the aggregated total for the remaining labor and non-labor cost to complete the task.
Source: Performance properties page of the task.
Displays the system-calculated value of estimate at completion, which is the total cost of actual work completed to date and the predicted cost of finishing the remaining work.
Source: Performance properties page of the task.
Displays the variance between the estimated plus actual cost and the baseline cost.
Source: Performance properties page of the task.
Formula: ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost )
Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
Source: Performance properties page of the task.
Formula: ( ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
Stoplights:
The following fields are available for adding by configuration to this portlet.
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays the task baseline start date.
Displays the task baseline finish date.
Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
Source: Performance properties page of the task.
Displays the system-calculated value of the actual effort posted to the tasks in the project.
Source: Performance properties page of the task.
Displays the system-calculated value of the estimated effort to complete the task.
Source: Performance properties page of the task.
Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the task.
Source: Performance properties page of the task.
Displays the variance between EAC effort and baseline effort.
Source: Performance properties page of the task.
Formula: (EAC Effort – BAC Effort)
Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
Source: Performance properties page of the task.
Formula: ( (EAC Effort – BAC Effort) / BAC Effort) * 100
Stoplights:
Displays the system-calculated value of budgeted cost of work scheduled (BCWS) or the budgeted amount you can spend on the task in a given time. If time is not specified, either the current date for the task or the system date is used. BCWS is also referred to as the planned value (PV).
Source: Performance properties page of the task.
Displays the system-calculated value of budgeted cost of work performed (BCWP). The value is calculated and recorded when you baseline a project, or when you update earned value totals. BCWP is also referred to as the earned value (EV) and represents the amount of baseline cost (BAC) completed based on performance. Performance is measured using the Task EV Calculation method.
Source: Performance properties page of the task.
Displays the system-calculated value of cost variance. The cost variance is the value of what is accomplished to date as opposed to what is spent to date.
Source: Performance properties page of the task.
Displays the system-calculated value of schedule variance. The schedule variance is the value of what is scheduled to date as opposed to what is performed to date. A positive value indicates that the work is ahead of the baseline schedule. A negative value indicates that the work is behind the baseline schedule.
Source: Performance properties page of the task.
Displays cost variance as a percentage. The variance is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP).
Source: Performance properties page of the task.
Formula: ((BCWP – ACWP) / BCWP) * 100
Displays schedule variance as a percentage. The variance is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS).
Source: Performance properties page of the task.
Formula: ((BCWP – BCWS) / BCWS) *100
Displays the system-calculated value of cost performance index (CPI), which is an efficiency rating for work accomplished. A value greater than or equal to one indicates a favorable condition. A value of less than one indicates an unfavorable condition.
Source: Performance properties page of the task.
Displays the system-calculated value of schedule performance index (SPI), which is the ratio of work performed to work scheduled. A value greater than or equal to one indicates work is on schedule. A value of less than one indicates the work is behind schedule.
Source: Performance properties page of the task.
The Project Costs by Resource portlet displays cost performance amounts and variances by resource. Use the portlet to identify the resources that are over baseline from a cost standpoint.
To view this portlet, click the Costs Drill Down icon on the Program Manager Cost Dashboard Portlet.
The following fields display on the portlet:
Displays the project name. Click a project name to view the project properties page.
Displays an icon that links to the team staff page of the project.
Displays the resource or role allocated to the project. Click a resource or role to view the properties page of the resource or role.
Displays the project role for the resource.
Displays the resource type (for example, labor, material, expense, or equipment).
Displays the employment type for the resource (for example, employee or contractor).
Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.
Displays the system-calculated value of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work based on posted actuals.
Displays the system-calculated value of the estimated cost to complete the project. ETC cost is the aggregated total for the remaining labor and non-labor cost to complete the project.
Displays the system-calculated value of estimate at completion, which is the total cost of actual work completed to date and the predicted cost of finishing the remaining work.
Displays the variance between the estimated plus actual cost and the baseline cost.
Formula: ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost )
Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
Formula: ( ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
Stoplights:
The following fields are available for adding by configuration to this portlet.
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
Displays the system-calculated value of the actual effort posted to the tasks in the project.
Displays the system-calculated value of the estimated effort to complete the task.
Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the task.
Displays the variance between EAC effort and baseline effort.
Source: Performance properties page of the task.
Formula: (EAC Effort – BAC Effort)
Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
Formula: ( (EAC Effort – BAC Effort) / BAC Effort) * 100
Stoplights:
The Program Manager Schedule Dashboard portlet displays schedule performance of a program and projects belonging to the program.
The following fields display on the portlet:
Displays an icon that links to the program or project dashboard.
Displays the program or project name. Click a program or project link to open the properties page of the program or project.
Displays the start date of the program or project.
Displays the finish date of the program or project.
Displays a stoplight indicating the overall status of each program or project, based on the status report with the most recent report date and a report status of final or no value selected.
Displays a stoplight indicating days late as a percentage of the program or project timeframe, which is finish date minus start date. The calculation takes into account the program or project progress and baseline (if a baseline exists). The color of the stoplight indicates if the program or project is on schedule or late.
Stoplights:
Displays the number of days late considering the following:
If a baseline exists, then days late is calculated as project finish date minus baseline finish date. A positive number indicates that the project 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 finish date is the same as the baseline finish date, then the project 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 finish date.
If there is no baseline, then days late is calculated if the program or project is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus program or project finish date.
Gantt Schedule
Displays a Gantt chart comparing the program finish date with the schedules of associated projects. The color of the Gantt bars is based on the Schedule % as follows:
The following fields are available for this portlet and you can add them through the configure option:
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays the baseline start date of the project.
Displays the baseline finish date of the project.
Displays the program or project manager.
Displays days late as a percentage of the program or project timeframe, which is the finish date minus the start date. The calculation takes into account the program or project progress and baseline (if a baseline exists). The days late percentage shows the proportion by which a program or project is late. One day late in a six-month program or project does not have the same impact as one day late in a one year program or project.
Displays a stoplight indicating the number of days a program or project is late, considering the program or project progress and whether or not a baseline exists for the project. The color of the stoplight indicates if the program or project is on schedule or late.
Displays a stoplight that shows the status of each program or project based on its status indicator.
Source: Schedule & Performance properties page of the program or project.
Stoplights:
The overview PM alerts page provides a high-level, exception-based view of project manager activity. Alerts indicate potential problem areas to monitor within the days outlook range. By default, the days outlook considers 45 days in the past and 45 days in the future based on the current date.
If you provide a value for As of Date, the portlets display results based on the As of Date entered instead of using the current date. The results, based on the As of Date, are 45 days in the past and 45 days in the future.
If you provide a value for Days Outlook, the portlets display results based on the Days Outlook entered instead of using the default of 45 days.
You can also combine As of Date and Days Outlook.
The PM alerts page consists of the following portlets:
Follow these steps:
The overview general page appears.
The overview PM alerts page appears.
Use the page-level filter to filter all portlets at once by OBS, Project Manager, As of Date, and Days Outlook.
The Schedule Performance portlet displays the number of late tasks categorized as critical late, past due, or scheduled late within the days outlook as follows:
Summary tasks and milestones are not included in this portlet. Also, tasks with a status of "Completed" are not included in this portlet.
Tasks are considered late if they have a days late value, which is calculated as follows:
No columns on the graph imply that all the tasks within the days outlook are completing as scheduled.
Click a bar on the graph to go to the schedule performance drill-down page. The Schedule Performance portlet displays on this page.
The Schedule Performance Drill Down Page includes the Schedule Performance Details portlet. This portlet displays a list of the critical late, past due, or scheduled late tasks within the days outlook.
Summary tasks and milestones are not included in this portlet. Also, tasks with a status of "Completed" are not included in this portlet.
To view this portlet, click a bar on the graph on the Schedule Performance portlet.
The following fields display on the portlet:
Displays an icon that links to the project dashboard.
Displays the name of the project. Click a project name link to go to the properties page of the project.
Displays the name of the task. Click a task name to view the task properties.
Indicates the status of the task.
Values: Not Started and Started
Displays the task grouping.
Values: Critical Late, Past Due, and Scheduled Late
Displays the finish date of the task.
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:
Displays the number of days late considering the following:
■ Whether or not a baseline exists
■ Task status
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.
Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
Displays the system-calculated value of the actual effort posted for the task in the project.
Displays the system-calculated value of the estimated effort to complete the task.
Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the task.
Displays the variance between EAC effort and baseline effort.
Formula: (EAC Effort – BAC Effort)
Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
Formula: ((EAC Effort – BAC Effort) / BAC Effort) * 100
Stoplights:
The following fields are available for this portlet and you can added them through the configure option:
Displays the task start date.
Displays the task baseline start date.
Displays the task baseline finish date.
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).
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.
The Milestones portlet provides a list of project milestones and schedule indicators within the days outlook.
The portlet includes the following fields:
Displays an icon that links to the project dashboard.
Displays the name of the project. Click a project name link to go to the properties page of the project.
Displays the milestone name. Click the name of the milestone to go to the task properties page.
Displays the finish date for the milestone to be complete.
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 milestone has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the milestone 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 milestone status and baseline (if a baseline exists). The color of the stoplight indicates if the milestone is on schedule or late.
Stoplights:
Displays the number of days late considering the following:
If a baseline exists, then days late is calculated as milestone finish date minus baseline finish date. A positive number indicates that the milestone is late according to the baseline. A negative number indicates that it is early according to the baseline.
If a baseline exists and the milestone finish date is the same as the baseline finish date, then the milestone 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 milestone finish date.
If there is no baseline, then days late is calculated if the milestone is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus milestone finish date.
The following fields are available for this portlet and you can add them through the configure option:
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays the milestone start date.
Displays the milestone baseline start date.
Displays the milestone baseline finish date.
Displays days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the milestone has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the milestone 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 milestone status and baseline (if one exists).
Displays a stoplight indicating the number of days a milestone is late, considering the milestone status and whether or not a baseline exists for the milestone. The color of the stoplight indicates if the milestone is on schedule or late.
Stoplights:
The Current Issues portlet displays issues within the days outlook, grouped by priority across projects. Issues are not included in this portlet if their status is “Resolved” or “Closed”.
Data is displayed as a pie chart. Each pie segment reflects the number of issues by priority, giving an overall view of a project status in terms of issues raised. Click a pie slice to open the details of the issue on the Current Issues Drill Down page. The Current Issues Listing portlet on this page displays details about issues within the days outlook range.
The current issues drill down page includes the Current Issues Listing portlet. Use this portlet to assess the priority and schedule of the issues and decide on action plans to resolve them. Issues are not included in this portlet if their status is “Resolved” or “Closed”.
To view the current issues drill down page, click a pie slice in the Current Issues portlet.
The following columns display on the Current Issues Listing portlet:
Displays an icon that links to the project dashboard.
Displays the name of the project. Click a project name link to go to the properties page of the project.
Displays the name of the issue.
Displays the description of the issue.
Displays a stoplight that indicates the priority of the issue.
Stoplights:
Displays a stoplight for the schedule, which is a days late calculation. The schedule stoplight is calculated as today’s date minus the issue target resolution date. A positive number indicates that the issue target resolution date is late according to today’s date. A negative number indicates that it is early according to today’s date. The color of the stoplight indicates if the issue is on schedule or late.
Values:
Displays the target resolution date of the issue.
Displays the category assigned to the issue.
Values: Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource Availability, Sponsorship, Supportability, or Technical.
Displays the name of the owner of the issue.
Displays an email icon. Click this icon to send an email to the issue owner.
The following fields are available for this portlet and you can add them through the configure option:
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays the name of the resource that created the issue.
Displays the date when the issue was created.
Displays the Issue ID, which is the identifier of the issue.
Displays the name of the resource who last updated the issue.
Displays the date when the issue was last updated.
Displays the priority as text instead of as a stoplight.
Values: High, Medium, Low
Displays the final resolution of the issue.
Displays the date when the issue was resolved.
Displays the status of the issue.
The Staffing portlet lets you identify projects where resources are not assigned to tasks within the days outlook. The portlet displays in a bar chart format the unstaffed ETC hours, which are hours assigned to a role instead of a resource. The Y-axis of the chart displays project names. The X-axis displays the number of hours assigned to roles instead of resources for each project.
Summary tasks and milestones are not included in this portlet. Also, tasks with a status of "Completed" are not included in this portlet.
The portlet helps you identify projects with tasks where resources are not assigned. You can analyze the results and replace roles with resources that can complete the work. Click a bar on the graph to go to the Staffing Outlook Drill Down page. The Staffing Details portlet displays on this page.
The Staffing Outlook Drill Down page includes the Staffing Details portlet. Use the portlet to view a list of unstaffed tasks for the selected project.
To view this portlet, click a bar on the chart on the Staffing portlet.
The Staffing Details portlet includes the following columns:
Displays an icon that links to the project dashboard.
Display the name of the project. Click a project name link to go to the properties page of the project.
Displays the name of the task. Click a task name to view the task properties.
Displays the Resources icon. Click the icon to go to the project team staff page and assign resources to the unstaffed roles.
Displays the role name that is unstaffed. Click the role link to open the role properties page.
Displays the start date of the assignment for the task.
Displays the finish date of the assignment for the task.
Displays the unstaffed ETC hours for the assignment.
Displays a Gantt chart indicating when the assignment starts and finishes.
The following field is available for this portlet that you can add them through the configure option:
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays the Project ID, which is the identifier of the project.
The overview project dashboard page lists projects as a hierarchy. The hierarchy allows you to drill from a project through its work breakdown structure to the lowest level of resource assignments. The hierarchy also includes the ability to drill through subprojects. The dashboard provides more visibility and control into project governance through the use of project schedule, cost, and effort metrics.
For more information, see the Project Management User Guide.
This project dashboard overview page consists of the following portlets:
Follow these steps:
The overview general page appears.
The overview project dashboard page appears.
Use the page-level filter to filter all portlets at once by OBS and project manager.
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:
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.
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.
Displays the start date of the project, task, or assignment.
Displays the finish date of the project, task, or assignment.
Displays the following:
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:
Displays the number of days late considering the following:
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.
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:
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.
For more information, see the Personalizing CA Clarity PPM User Guide.
In addition, the following fields are available for you to add through the configure option:
Defines the percentage of work completed on the project or task.
Sources:
Displays the baseline start date of the project, task, or assignment.
Displays the baseline finish date of the project, task, or assignment.
Displays the charge code of the project or task.
Sources:
Displays a dashboard icon. Click the icon link to open the project dashboard.
Displays the following:
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.
Displays a stoplight indicating the number of days a project or task is late, considering the following:
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:
Displays the system-calculated value of the estimated effort to complete the project or task.
Sources:
Displays the system-calculated value of estimate to complete, which is the predicted cost of finishing the remaining work.
Sources:
Indicates if the project or task is open for time entry.
Displays the project manager of the project or subproject.
Displays the project progress or task status.
Values: Not Started, Started, and Completed
The Project Manager Cost and Effort Dashboard displays project cost and effort performance amounts and variances. 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 is set to No, which means subprojects will not display in the top level of the portlet list.
Milestones do not have hours or cost so there are no values for milestones in this portlet.
The following fields display on the portlet:
Displays the name of the project, WBS, or resource. Click a Project/WBS/Resource link to open the properties page of the project, WBS element, or resource.
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.
Displays the system-calculated value of baseline at completion, which is the baseline cost at the time of the current baseline revision.
Sources:
Displays the system-calculated value of actual cost of work performed (ACWP), which is the total direct cost incurred in performing work based on posted actuals.
Sources:
Displays the system-calculated value of estimate at completion, which is the total cost of actual work completed to date and the predicted cost of finishing the remaining work.
Sources:
Displays the variance between the estimated plus actual cost and the baseline cost.
Source: Schedule & Performance properties page of the project.
Formula: ((ETC Cost + Actual Cost (ACWP)) - BAC Cost)
Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
Source: Schedule & Performance properties page of the project.
Formula: (((ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
Stoplights:
Displays the system-calculated value of the baseline effort (actuals plus remaining ETC) at the time of the current baseline revision.
Sources:
Displays the system-calculated value of the actual effort posted for the task in the project.
Sources:
Displays the system-calculated value of the estimated effort at completion (actuals plus remaining ETC) of the project.
Sources:
Displays the variance between EAC effort and baseline effort.
Source: Schedule & Performance properties page of the project.
Formula: (EAC Effort – BAC Effort)
Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
Source: Schedule & Performance properties page of the project.
Formula: ((EAC Effort – BAC Effort) / BAC Effort) * 100
Stoplights:
The Project Manager Schedule Dashboard and the Project Manager Cost and Effort Dashboard are based on the same query. Several fields are available for both of these portlets that you can add through the configure option. You can configure the fields from either portlet to appear on the other portlet. For the complete list of fields that you can configure, see the Project Manager Schedule Dashboard portlet description.
The overview issues and risks page provides a place to manage all the issues and risks you track in CA Clarity PPM.
This page includes the following portlets:
Follow these steps:
The overview general page appears.
The overview issues and risks page appears, with the Issue Management portlet maximized.
Use the page-level filter to filter both portlets at once by OBS and project manager.
The Issue Management portlet displays a list of issues associated to projects you have access to. The portlet has a default filter set to limit the issues to only the issues with a status of “Open” or “Work in Progress”.
The following fields display on the portlet:
Displays an icon that links to the project dashboard.
Displays the name of the project. Click a project name link to go to the properties page of the project.
Displays the name for the issue. Click an issue link to go to the issue properties page.
Displays the description of the issue.
Priority
Displays a stoplight indicating the priority of an issue.
Displays a stoplight for the schedule, which is a days late calculation. The schedule stoplight is calculated as today’s date minus the issue target resolution date. A positive number indicates that the issue target resolution date is late according to today’s date. A negative number indicates that it is early according to today’s date. The color of the stoplight indicates if the issue is on schedule or late.
Values:
Displays the target resolution date of the issue.
Displays the category assigned to the issue.
Values: Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource Availability, Sponsorship, Supportability, or Technical
Displays the name of the owner of this issue.
Displays an email icon. Click the icon to send an email to the issue owner.
The following fields are available for this portlet and you can add them through the configure option:
For more information, see the Personalizing CA Clarity PPM User Guide.
Displays the name of the resource who created the issue.
Displays the date when the issue was created.
Displays the Issue ID, which is the identifier of the issue.
Displays the date when the issue was last updated.
Displays the Project ID, which is the identifier of the project.
Displays the final resolution details of the issue.
Displays the date when the issue was resolved.
Displays the status of the issue.
Displays the name of the resource who last updated the issue.
The Risk Management portlet displays a list of risks associated with projects to which you have access. The portlet has a default filter set to limit the risks to only the risks with a status of "Open" or "Work in Progress".
The following fields display on the portlet:
Displays an icon that links to the project dashboard.
Displays the name of the project. Click a project name link to go to the properties page of the project.
Displays the name of the risk. Click a risk link to go to the risk properties page.
Displays the description of the risk.
Displays a stoplight indicating the priority of the risk.
Displays a stoplight indicating the probability of the risk occurrence.
Displays a stoplight indicating the risk impact.
Displays a checkmark indicating that the calculated risk is greater than the system-level overall risk threshold. The CA Clarity PPM administrator defines the system-level overall risk threshold in the project management risk settings.
One of two indicators appear in the column:
Displays the target resolution date of the risk.
Displays the category assigned to the risk.
Values: Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource Availability, Sponsorship, Supportability, or Technical.
Displays the name of the owner of the risk.
Displays an email icon. Click this icon to send an email to the risk owner.
The following fields are available for this portlet and you can add them through the configure option:
For more information, see the Personalizing CA Clarity PPM User Guide.
Defines the assumptions in determining that this item is a risk. You can verify these assumptions to help ensure that they stay valid though the life of the risk. If the assumptions change, the impact or probability of the risk may also change.
Displays the score calculated based on the selections you make in the Probability and Impact fields on the risk properties.
Displays the date when the risk was last updated.
Defines the date by which repercussions from this risk can start affecting the project.
Defines the impact the risk has on the project.
Displays the project ID, which is the identifier of the project.
Displays the final resolution of the risk.
Displays the date when the risk was resolved.
Defines the type of response you want to make with this risk.
Displays the Risk ID, which is the identifier of the risk.
Defines the symptoms that identify this item as a risk.
Displays the risk status.
Displays the name of the resource who last updated the risk.
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