Departments represent units in the organizational structure of your company.
A department can be set up as one of the following:
Use the following process to manage your departments and subdepartments:
Set up the following before you can work with departments:
For more information about managing resources, see the Resource Management User Guide.
For more information, see the Project Management User Guide.
You create a department by naming it, associating it with an entity, and optionally selecting a parent department, department manager, and business relationship manager. The department hierarchy is established by selecting a parent department.
When you create a department, a corresponding OBS unit is also created based on the selected entity and the parent department.
Follow these steps:
The list page appears.
The create page appears.
Defines the name of the department.
Defines the unique department ID. Once you create the department, you cannot change this value. Your CA Clarity PPM administrator can set the ID for auto-numbering.
For more information, see the Studio Developer’s Guide.
Defines the entity used to associate an organizational structure and financial planning defaults with the department. Once the department is created, this field cannot be changed.
Specifies the parent department for this department. Required only if this department is a subdepartment to another department.
Example: The Retail Banking IT department is a parent to the Application Development department.
Displays if the department is a subscriber for investments or services provided or owned by other departments.
Displays if the department owns investments or services that customer departments can subscribe to.
Defines the detailed information about the department.
Specifies the department manager. The user you select as the department manager is automatically granted the Department - Edit access right.
Default: This field is populated with the resource ID of the user who created the department.
Defines the user who is a liaison between this department and other departments. The user selected as the business relationship manager is automatically granted the Department - View access right.
Indicates if invoice approval must be delegated to the sub departments. If this option is not selected, no sub departments in that branch can view or approve invoices. All charges are rolled up to the top-level parent department.
You can review the list of sub departments associated with your department.
Follow these steps:
The properties page appears.
The subdepartments list page appears.
You can edit a department after creating it. If you have not associated a department with a location, you can delete it. When you delete a department, its sub departments are also deleted.
Follow these steps:
The properties page appears.
Defines the name of the department.
Specifies the parent department for this department. Required only if this department is a subdepartment to another department.
Example: The Retail Banking IT department is a parent to the Application Development department.
Defines the detailed information about the department.
Specifies the department manager. The user you select as the department manager is automatically granted the Department - Edit access right.
Default: This field is populated with the resource ID of the user who created the department.
Defines the user who is a liaison between this department and other departments. The user selected as the business relationship manager is automatically granted the Department - View access right.
If the following conditions are true for a department, you can delete the department
You can plan for and track budgeted costs and benefits for your department. You can also set the start and end date over which the budget is experienced. The money flows constantly and evenly over this defined period.
Follow these steps:
The properties page appears.
The budget properties page appears.
Displays the selected system currency.
Indicates whether you want the budget cost and benefit values to be equal to the planned cost and budget values. If you clear this check box, you can manually define the budget values.
Defines the planned costs for the department. This value is distributed between the Planned Cost Start and the Planned Cost Finish dates.
Defines the dates when the planned cost starts and finishes for the department.
Defines the total planned benefit the department receives.
Defines the dates when planned benefit starts and finishes for the department.
Defines the budgeted cost for the department. This value is distributed between the Budget Cost Start and the Budget Cost Finish dates.
Defines the dates when the budget cost starts and finishes for the department.
Defines the total budgeted benefit the department receives.
Defines the dates when budgeted benefit starts and finishes for the department.
You can associate a department to multiple locations. The locations must be from the same entity as the department. You can view these locations, and add or remove them from a department.
Open the department and click Locations to manage locations associated with the department.
For more information, see the Administration Guide.
If the following conditions are true for the department, you can remove a department and location association:
Resources become members of a department when you associate them with a department OBS in the resource properties page. A resource can belong to only one department.
For more information about managing resources, see the Resource Management User Guide.
Demand for a department comprises of:
Capacity is the aggregation of the availability of all resources allocated to the investments in the department.
You can view the aggregated demand as opposed to capacity for resources in the department and in associated sub departments.
Follow these steps:
The department resources page appears.
Displays the department or any of its sub departments. Click the Resources icon to view the list of resources that are members of the department, or edit resource properties or allocations. Click the Role icon for a department or sub department to view the roles in that department or sub department, or edit role properties or allocations.
Displays the aggregated full-time employee availability for each time period.
You plan and organize the resource capacity for your department and sub departments as follows:
For more information about managing resources, see the Resource Management User Guide.
Follow these steps:
The department resources page appears.
Investments are tied to a department when they are associated with a department OBS in the investment properties. An investment can belong to only one department.
For more information, see the Project Management User Guide.
You can view a list of all investments associated with the selected department and optionally sub departments.
Follow these steps:
The investments list appears.
You can access your department portfolios, create scenarios, and evaluate the performance of the department from the Department: Properties page.
Department portfolios can be of the following types:
Department portfolios can be either Provider or Customer but not both at the same time. Departments that own investments and fund investments can potentially have provider and customer department portfolios.
You can create one or more portfolios for your department.
Follow these steps:
The properties page appears.
The department properties page appears displaying the list of portfolios associated with that department.
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