This section contains the following topics:
The General portlet displays on on the project dashboard page. Use the General portlet to view basic information about the project.
This portlet includes the following fields:
Displays the name for the project.
Defines the unique identifier for the project that is typically auto-numbered.
Limits: 20 characters
Required: Yes
Displays the description.
Specifies the name of the resource responsible for managing the investment.
Defines the initial start date for a project. As you create tasks and assignments, this date is auto-calculated to match the first date that a task is scheduled to start. At that point, to edit this date, adjust the following dates:
Important! Verify that the start dates of tasks and assignments are the same or later than the start date of the project. Else, the start date of the project is automatically redefined as per the start dates of the tasks and assignments.
Default: Current date
Required: Yes
Defines the initial finish date for a project. As you create tasks and assignments, this date is auto-calculated to match the last date that a task is scheduled to finish. At that point, to edit this date, adjust the following dates:
Important! Verify that the finish dates of tasks and assignments are the same or before the finish date of the project. Else, the end date of the project is automatically redefined as per the end dates of the tasks and assignments.
Default: Current date
Displays the baseline finish date.
Indicates the project status.
Stoplight values:
The Labor Effort portlet displays on the project dashboard. Use this portlet to compare up-to-date actuals and estimates, and to view overall baseline and allocation variances.
This portlet includes the following fields:
Defines the total effort based on the following formula:
Total Effort = Actuals + remaining ETC
Defines the total number of hours that have been submitted and posted against project tasks.
Displays the current estimate to complete (ETC) for the project. The value for this field is from the Current ETC on the estimating properties page.
Required: No
Displays the usage of the current baseline. Baseline usage is based on the following formula:
Usage = Total of Actuals + ETC; If a baseline is not being used, Usage = zero.
Displays the baseline variance, based on the following formula:
Baseline Variance = Baseline Usage - Total Effort
Displays the number of allocated hours remaining on the project, based on the following formula:
Remaining Allocation = Allocation - Actuals
Displays the allocation variance, based on the following formula:
Allocation Variance = Remaining Allocation - Total Effort
The Project Status portlet is an interactive portlet that contains an Xcelsius visualization with multiple components. Use this portlet to analyze your investments.
You can access this portlet from the projects list page by clicking the Status Report icon that displays in the Overview column.
Before data can display in this portlet, run the Update Business Objects Report Tables, Cost Matrix Extraction, and Time Slicing jobs.
The following information is available:
Displays the name of the resource responsible for managing the project.
Displays the date of starting the project.
Displays the date of completing the project.
Displays the date of completing baselining the project.
Displays the lifecycle category that controls the list of available lifecycle stages for this investment.
Displays the lifecycle stage of the investment. The metric is applied in portfolio analysis when using comparable stage criteria across all portfolio investments.
Displays a graphical representation of the status.
Example: If the status is "Approved," the visual representation of the status is a Green stoplight. The selection is displayed as a stoplight symbol when saved.
Values: Red, Yellow, and Green
The following are included:
Displays the roles assigned for an investment in hours. This pie chart component shows allocation hours by role. Each pie segment represents the total allocation for a role.
Displays the cost plan for the month. This grid component displays a bar representing the spending for each month.
Displays the difference between the baseline finish and the finish dates. This gauge component measures the scheduled variance. If no baseline exists, the schedule variance is the current date minus finish date.
Issues
Displays the issue name, status, and priority. The list view component shows a list of the issues for an investment.
Values:
Risks
Displays the risk name, status, and priority. The list view component shows a list of the risks for an investment.
Values:
The Team Utilization portlet displays on the project Dashboard, on the project dashboard page. Use this portlet to view total effort for each resource assigned to project tasks. Resource utilization is the amount of total effort it takes, or is expected to take, for a resource to complete a task.
Information is displayed in this portlet by resource by time period. By default, the time segments are weekly, and start with the current week. The time segment values display as a histogram. You can use this histogram to determine utilization for a resource on a project or to help you determine if a resource is over-utilized or under-utilized. Rollover text displays the values for each time segment.
You can personalize any of the values in the Team Utilization portlet, including the color codes.
For more information, see the Personalizing CA Clarity PPM User Guide.
The following list describes the Team Utilization portlet columns and icons:
Click this icon to open the staff member properties page.
For more information about managing resources, see the Resource Management User Guide.
Click this icon to open the resource/role allocations page and edit investment allocations.
For more information about managing resources, see the Resource Management User Guide.
Defines the names of the resources that are allocated to investments in the portfolio. You can click the name to open the resource properties page.
Displays the average percentage of time that a resource is allocated to work (as tentative or committed) on this project. The percentage in this column reflects the average percentage of available time that each resource is allocated to a task assignment for that project.
Displays the total effort for all tasks to which a team staff member on this project is assigned. Information for the periods is displayed in a colored histogram.
Time Scale: Week
Values:
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