Managing Projects

This section contains the following topics:

How to Work with Projects

Manage Projects from My Projects Portlet

How to Set Up a CA Clarity PPM Project

Project Templates

How to Work with Project Properties

Estimate to Complete (ETC) (Investments)

Subprojects

Baselines

Earned Value

How to Close Projects

How to Delete Projects

Cancel Projects Marked for Deletion

How to Work with Projects

The projects list page displays a list of the existing projects. The list page is a gateway to manage project details and define the various attributes of the project.

To access the projects list page, open Home, and from Portfolio Management, click Projects.

You can do the following:

Create a project.
Create a project from a project template.
Edit project properties.
Add a project to the overview page.
Remove a project from the overview page.
Mark a project for deletion.
Cancel a project marked for deletion.
Edit the project name, project ID, and status indicator.
Click the Gantt icon on the projects list page, or My Projects portlet to open a project in the Gantt editor.

Manage Projects from My Projects Portlet

The My Projects portlet on the Overview page displays a list of projects you have added to the My Projects list. Use this portlet to view the latest status of the projects you want to track. For example, if you are managing the HR System Migration project, add it to the My Projects portlet.to view the latest risk and business alignment status of the project from the portlet.

In addition, the portlet lets you complete the following tasks:

Create new projects or use a template.
Open a project in the Gantt view.
Access and view any documents that are attached to a project.
Collaborate on a project using documents, action items, or discussions.
Open the properties of a project.

By default, projects that are created from the portlet do not display in this list. Projects display only if you add them to the portlet by selecting the Add to My Projects option from the Actions menu in the project properties. You can remove projects from the My Projects list by selecting the Remove from My Projects option from the Actions menu.