This section contains the following topics:
This release includes the following new features:
For any new features and enhancements in OWB, refer to the OWB Release Notes.
The Capacity Overview portlet provides a high-level summary of the capacity, demand, remaining capacity, and the actual hours provided by any given unit in the organization from a Resource OBS hierarchical view. This page provides information both in an aggregated and detailed form using portlets. You can view the aggregated information on the Capacity Overview portlet and the detailed information in the following drill-down portlets:
Displays the resources for the selected OBS unit, their primary role, and their allocation over the same time periods that appear on the Capacity Planning Overview page.
Displays the unfilled role requests for the OBS unit, the investments that are requesting roles, and allocation information for the role requests.
Displays the investments that are associated with the OBS unit, the investment manager, start and finish dates for the investment, and the allocation of resources from the selected OBS.
Note: For more information about the Capacity Overview portlet, see the Resource Management User Guide.
The CA Clarity PPM Mobile Time Manager lets you submit and approve timesheets from a mobile smartphone. The Mobile Time Manager feature lets you do the following tasks:
The Group-by feature allows the chart designers to configure the chart results that would only be possible using NSQL query data providers. This feature lets you narrow a chart result set based on an attribute that groups the results to provide a better display. The grouping feature is available for object data providers and portfolio system data providers.
For example, for a column chart that shows Planned Costs by Project, the readability of the chart depends on the number of projects. Showing 500 projects along the X-axis or Y-axis does not provide a readable chart that scales to the amount of data available. If you group the column chart data by OBS, the chart result set is smaller and more readable.
This release includes enhancements to the following features:
The previous Portfolio feature has been removed and is replaced with a new Portfolio Management feature. If your home page was a previous Portfolio page or tab, your home page is no longer in the product. In this situation, your home page in Release 13.2 reverts to the system default home page.
Portlets from the previous Portfolio feature have been deleted, but the pages that contained the portlets remain. The pages were retained to accommodate customers who customized the pages by adding other valid portlets. Pages with no custom portlets are still visible, but they are empty.
Portfolio functionality for this version was re-written. Here are some of the major highlights of this feature:
You can show operating and capital costs separately on the simple budget page and in a detailed financial plan. You can enter the cost information in the following ways:
The following table shows the changes for this new feature.
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New Attributes Added |
Page or Area |
Object |
Default Value |
User Interface Behavior |
XML Open Gateway |
Security |
|---|---|---|---|---|---|---|
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Cost Type |
Investment financial properties |
projfinproperties npiofinancialproperties |
Operating |
The attribute is required on the investment financial properties page. In Release 13.2 the attribute is visible on the financial properties view even if the view is customized. |
The attribute is not required in the XOG. It is added as part of the investment general properties. |
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Cost Type |
Task |
task |
None |
In Release 13.2, the attribute is not visible by default. It must be configured to display. |
The attribute is added as part of task in the Investment XOG. |
This attribute is editable only if financial access rights are granted. Although you can edit this attribute in Open Workbench and Microsoft Project, you must have financial access rights to save the edits to CA Clarity PPM. |
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Capitalization Percent |
Team |
team |
None |
The attribute is not visible by default. It must be configured to display. |
The attribute is added as part of team in the Investment XOG. |
This attribute is editable only if financial access rights are granted. |
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Planned Capital Cost Planned Operating Cost Budget Capital Cost Budget Operating Cost Planned Capital % Planned Operating % Budget Capital % Budget Operating % |
Simple budget |
financials |
N/A |
The attributes are not visible by default. They must be configured to display. |
The following fields are not part of the XOG: Planned Capital % Planned Operating % Budget Capital % Budget Operating % The remaining fields will be added with investment general properties. The following existing fields become read only: Planned Cost Total Budget Cost Total |
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After you upgrade to this release, you can update investments that were created before Release 13.2 to show capital and operating expenses. Updating your investments is optional and depends on your business needs. Update only if you want to display capital and operating expenses separately in financial plans.
The following jobs automate the task of adding the Capital and Operating cost type to investments:
This job sets the Cost Type attribute to Operating or Capital on the investments, tasks, and transactions that you select for the update. You select and map investment charge codes to either Operating cost type or Capital cost type. When the job runs, the cost type that is mapped to the charge code is applied to the investment and its tasks and transactions. This job also updates the capitalization percent on the investment team records if you enter a Capitalization Percent value in the job parameters.
This job creates a copy of an investment plan of record and adds Cost Type to the list of existing grouping attributes. To make an investment eligible for this job, you are required to run the Enable Capitalization job successfully on the investment first.
If you do not run the jobs, you see the following results:
Upgrade Action: (Optional) Run the jobs in the order that is listed to update investments that were created before Release 13.2.
If you are processing investments with large amounts of data, limit the number of investments for a job run. When all of your investments have been successfully processed to show capital and operating expenses, we recommend deactivating the jobs.
Note: For more information about the jobs, see the Administration Guide.
Starting with this release, you can configure an OBS like any CA Clarity PPM attribute. When you associate an object with an OBS, an attribute is created for the OBS. The associated object appears as a hyperlink under the Associated Objects section on the OBS Properties page. Click the hyperlink to view the attribute that is created on the Object Attribute page. On this page, you can set the default value and can make the OBS field read-only.
Before this release, when you perform the Restore Default action, the view that was created during installation would be restored. Starting with this release, when you perform the Restore Default action on the object, the OBS section moves back to the General Properties subpage with all the OBS attributes in the Selected column.
Starting this release, you can configure, move, or delete an OBS section like any existing section. When you associate an object with an OBS for the first time, an OBS section is created with the OBS attribute in the Create View and Edit View of the object.
For more information about the configurable OBS, see the Administration Guide.
In Microsoft Project (MSP), the whole project is recalculated after being opened in CA Clarity PPM only if the Calculation Mode for a schedule is set to On.
In previous releases, when you exported a project from CA Clarity PPM to MSP, the End Date and Dependency fields change. These fields are recalculated and updated for some tasks. The update occurs even though the Calculation Mode is set to Manual in MSP.
Starting with this release, you can export a project from CA Clarity PPM to MSP without updating the End Date and Dependency date fields. To prevent these fields from updating, complete the following tasks:
You can update the end date of a task that is assigned to a resource with a termination date earlier than the task end date. The following table illustrates how task end dates are updated in these cases.
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Resource Termination Date |
Update to the Task Finish Date |
|---|---|
|
Before the task start date |
The task finish date is set to the task start date. The task is changed to a milestone task. |
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After the task start date but before the task finish date |
The task finish date is set as the resource termination date. |
In both the cases, the task end date is set according to the resource termination date.
This release includes the following usability improvements:
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Action |
Keyboard Combination |
|---|---|
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Move to the end of a row Note: If the action is on a TSV row, repeat the keyboard combination to leave the TSV section. |
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Move to the beginning of a row |
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Page up or down |
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Move to the top or bottom of a list Note: If the action is in the TSV section of a list, repeat the keyboard combination to leave the TSV section. |
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Action |
Key Combination |
|---|---|
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Select a TSV row |
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Select a TSV column |
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Select a single cell to the left or right of the current cell |
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Select a single row above or below the current cell |
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Copy a TSV cell |
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Paste a TSV cell |
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Cut a TSV cell |
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Undo a cut, copy, or paste operation |
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You can edit the time-scaled values and can scroll to different time periods in the grid. The edits you make are preserved even if they scroll offscreen. The edits persist until you save them or dismiss them without saving.
The Row Limit Governor for NSQL queries restricts the number of rows that are processed. This reduces the chance of an NSQL query using too many server resources. For more information on the scenarios on how and when the row limit governor is applied, see the Change Impact and Upgrade Guide.
Starting this release, the CA Clarity PPM checkinstall utility that is invoked during an installation and upgrade has additional scripts to perform the following actions:
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All rights reserved.
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