This section contains the following topics:
How to Start PMBOK Guide Projects
Convert Standard CA Clarity PPM Projects to PMBOK Guide Projects
Revert PMBOK Guide Projects to Standard CA Clarity PPM Projects
How to Work with Project Plan Updates
View a list of projects using the project list page, or from the detailed management views.
To view a list of projects, open the Portfolio Management menu, and click Projects.
You can roll up PMBOK Guide projects into other programs and portfolios like you can with standard CA Clarity PPM projects. The data from the projects display in various portfolio and program dashboards and dashboard layouts. The data is also included in management views and reports.
For more information, see the Project Management User Guide.
Use the following process to start PMBOK Guide projects:
For more information, see the Basics User Guide.
For your project to include PMBOK Guide features, the project requires being a PMBOK Guide project. Use the following procedure to create a new PMBOK Guide project from a PMBOK Guide project template.
Follow these steps:
The list page appears.
The select project template page appears.
The create page appears.
Defines the name for the project.
Limits: 80 characters
Required: Yes
Defines the unique identifier for the project that is typically auto-numbered.
Limits: 20 characters
Required: Yes
Specifies the page layout to view project or program data.
Values:
See the PMO Accelerator for more information.
See the PMO Accelerator for more information.
Default: PMBOK® Guide Layout
For more information, see the Basics User Guide.
Displays the name of the template associated with the project.
Defines the percentage to scale the work for the project.
Default: 0%
Defines the percentage to scale the budget for the project.
Default: 0%
Specifies to convert resources to roles for the project.
Default: Cleared
The PMBOK Guide project is created.
Use the PMBOK Guide Accelerator-specific fields on the project properties page to define the project. Specify the portlets and data to display on the project dashboard page, define the phase, identify the resources to review the documents, and update project plan in change request for review and approval.
Follow these steps:
The project properties page appears.
Specifies the page layout to view project or program data.
Values:
See the PMO Accelerator for more information.
See the PMO Accelerator for more information.
Default: PMBOK® Guide Layout
The phase for this project. This metric is used in portfolio management analysis.
Values:
Default: Requirements
Specifies the names of the resources responsible for reviewing and/or approving the project PMBOK Guide documents.
Note: Define at least one resource as a reviewer. Otherwise, action items are not sent during the review or approval process. You can later define a reviewer to trigger the process to send an action item.
Specifies the names of the resources who are members of the change control board. The resources are responsible for reviewing and approving project plan updates included in change requests.
Use the following procedure to convert standard CA Clarity PPM projects to PMBOK Guide projects.
Follow these steps:
The project conversion page appears.
The create project conversion page appears.
Specifies the type of conversion. Select Non-PMBOK to PMBOK.
Values:
Defines the names of the projects to convert. Click the Browse icon, select the check box next to each project, and click Add.
The specified projects are converted to PMBOK Guide projects.
Use this procedure to convert projects created from PMBOK Guide project templates to standard CA Clarity PPM projects.
Follow these steps:
The project conversion page appears.
The create project conversion page appears.
Specifies the type of conversion. Select PMBOK Guide to Non-PMBOK Guide.
Values:
Defines the names of the projects to convert. Click the Browse icon, select the check box next to each project, and click Add.
The specified projects are converted to standard CA Clarity PPM projects.
Use the project dashboard page to get project status information including PMBOK Guide fields and statuses. This page contains the overall picture and the performance of the PMBOK Guide project in portlets.
Important! Select the layout for the PMBOK® Guide Layout page for the portlets to display.
The following portlets are included:
Before you can access and view PMBOK Guide Accelerator-specific portlets and data on the project dashboard, select the PMBOK® Guide Layout page layout. The Page Layout field is a field that displays in the General section of the project properties page.
Follow these steps:
The properties page appears.
The project dashboard page appears.
Use the Project Status portlet on the project dashboard page to view metrics and status information for the PMBOK Guide project.
For more information, see the Project Management User Guide.
This portlet contains the following columns:
The phase for this project. This metric is used in portfolio management analysis.
Values for Standard Phase Type: Requirements, Design, Build, Test, and Launch
Defines the date of starting the project. The value for the field is based on the Start Date the schedule page of project properties.
Defines the date of completing the project. The value for the field is based on the schedule page of project properties page.
Displays a stoplight to represent the number of days the project is late, which value is based on the Days Late field on the project dashboard page.
Stoplight:
Displays the number of days the project or the key task is late, based on the following formula:
Days Late = Current Due Date - Baseline Due Date
Displays a stoplight to represent the project status level with risks. The value for the field is based on the highest probability of open risks entered on the risks page.
Stoplights:
Displays the project status level with issues in the form of a stoplight to represent the status. The value for this field is based on the Status field on the issue properties page.
Default: Open
Stoplights:
Displays a check mark if at least one change request is logged for the project. You can mouse over the check mark to display the number of change requests created in the rollover text.
Specifies the status of the project outlook. The field displays a check mark on the project report properties page. The status displays as a stoplight in portlets.
Values:
Stoplights:
If you have the PMO Accelerator installed, you can use the Click here to view PMO Dashboard link that appears in the PMO Dashboard portlet to view the project dashboard page. This page displays the portlets for the PMO project storyboard page layout. The Page Layout field appears on the project properties page. When you click the link, the Project Dashboard opens in a separate browser window.
Note: If the PMO Accelerator is not installed, a message prompts you to contact the system administrator.
Access rights are required to the portlets on the Dashboard for the data to display.
See the PMO Accelerator Product Guide for more information.
You can evaluate a project in terms of schedule and budgeted cost variance on the phase or task level using the Project by Variance and Performance portlet that displays on the Project Dashboard page. This portlet displays a list of the key tasks and details such as the planned value, actual cost, earned value, planned finish date, and percent complete.
You can view project-specific task data from the following columns on this portlet:
Displays the task name. Use the task name link to open the task.
Displays the date for starting the task. The value for the field is derived from the Start field on the task properties page.
Displays the date for completing the task. The value for this field is derived from the Finish field on the task properties page.
Displays the number of days the project or the key task is late, based on the following formula:
Days Late = Current Due Date - Baseline Due Date
Displays the percent of work completed for partially completed tasks. The value for this field is from the % Complete field on the task properties page.
Displays the actual cost (AC) at the task level, which is the total cost incurred and recorded in performing the project work, or work breakdown structure component. The actual cost is the total cost incurred in performing the work that the EV measured.
Displays the planned value (PV) is a system-calculated value representing the Budgeted Cost of Scheduled Work (BCWS). PV is the authorized budget assigned to the project work not started, or a work breakdown structure component. The total planned value for the project is also known as Budget At Completion (BAC).
PV is calculated based on the following formula:
Planned Value (PV) = Sum of BAC through a point in time
Displays the earned value (EV) is system-calculated and represents the Budgeted Cost of Work Performed (BCWP). EV is the value indicated in the the approved budget for project work performed, or work breakdown structure component.
EV is calculated using the following formula:
Earned Value (EV) = Budget At Completion (BAC) for a task x % Complete
Displays the cost variance (CV), which is the value of work accomplished as against the amount spent to date.
CV is calculated using the following formula:
Cost Variance (CV) = Earned Value (EV) - Actual Cost (AC)
Use the project checklist portlet on the project dashboard page to view the status of the selected project tasks as a checklist.
The following fields display on the portlet:
Displays the task name. When you assign resources to the task, you can expand the list to view their names.
Displays the date for starting the task. The value for the field is derived from the Start field on the task properties page.
Displays the date for completing the task. The value for this field is derived from the Finish field on the task properties page.
Displays the status of the task based on the value of % Complete. This field is automatically calculated and updated based on the task % Complete value.
Values:
Default: Not Started
Displays the percentage of work completed for partially completed tasks. The value for the field is derived from the % Complete field on the task properties page.
Defines the comments related to the task. When the Project Checklist field is selected and the task is saved, the comments in the field are displayed with the task in the Project Checklist portlet on the dashboard.
Limits: 80 characters
You can use the project checklist portlet that displays on the project dashboard page to view task-related data, such as status information.
Follow these steps:
The project properties page appears.
The project dashboard page appears.
Projects created using the PMBOK® Guide Project Planning Checklist Template project template include project tasks that are, by default, displayed in the project checklist. The project checklist in the Project Checklist portlet is displayed on the project dashboard page.
If the project tasks have the Project Checklist field selected, specifies the task as a project checklist item. The Project Checklist field displays on the task properties page.
New tasks you create from PMBOK Guide projects are not included in the project checklist by default. Use the following procedure to include them in the checklist.
For more information, see the Project Management User Guide.
Follow these steps:
The properties page appears.
Specifies to include the task in the Project Checklist portlet. The portlet displays on the project dashboard page. When selected, the task is included in the list.
Default: Cleared
Defines the comments related to the task. When the Project Checklist field is selected and the task is saved, the comments in the field are displayed with the task in the Project Checklist portlet on the dashboard.
Limits: 80 characters
The task is included in the project checklist.
You can copy the tasks from the PMBOK® Guide Project Planning Checklist Template project template to a project that does not already have them.
For more information, see the Project Management User Guide.
Use the Project Document Review Status portlet that displays on the project dashboard page to receive quick status updates on the latest documents submitted for review or approval. The portlet provides the latest data of each document type submitted, the document current review or approval status, and the names of any pending reviewers.
The following fields display on the portlet:
Displays the name of the latest document submitted. Click a document name to open the properties page for the latest document submitted.
Displays the document type for the latest document submitted.
Displays the review status for the document at the time of creation. In management views and in list views, the field displays as a stoplight.
Values:
Stoplights:
Displays the number of days the document is in its current status and a stoplight to represent the number or days.
Stoplights:
If the document is under review, this column displays the name of the current pending reviewer. Once reviewed, the column is empty. You can click the Send Mail icon placed next to a reviewer name to send an email from your default email client to the reviewer.
Project plan updates are updates to the project plan or the supporting details. Project plan updates reflect the change requests that the change control board reviews and approves.
For more information, see the Project Management User Guide.
Use the following process to work with project plan updates:
Note: Ensure that the project manager is notified that the email notification was successfully sent by adding the project manager as a change control board member. Let your CA Clarity PPM administrator configure the Change Request Review process to send email notifications to the project manager.
When you submit a project plan update for review, the Change Request Review process starts. This process sends an email notification from the project manager to the change control board members to review the document. Once the email notification is sent, the Notify Change Control Board field on the project plan update page of change request properties is cleared. This allows the project manager to create and send further project plan updates.
For more information, see the Project Management User Guide.
Follow these steps:
The properties page appears.
The risks/issues/changes page appears.
The change requests page appears.
Note: If the change request to create a project plan is not already created and displayed in the list, create and save the change request.
The change request properties page appears.
The project plan update page appears.
Specifies the areas in the project affected by the change.
Specifies to send an email notification to the change control board members about modifications to the project. Select the check box to specify sending the email notification.
Default: Cleared
Defines the modifications that have been made to the project plan. The text you enter here is used as the body of the email.
Limit: 2000 characters
The project plan update email notification is sent from the project manager to each member of the change control board.
The resources identified as members of the change control board for the project receive email notifications from the project manager each time the project manager submits a project plan update. The project manager can change the resources who are identified as change control board members by editing the names listed in the Change Control Board field on the project properties page.
Use this email to review a summary of the changes. You can create comments and requests for clarification, if necessary.
Important! Make sure that the project manager and the resources identified as change control board members enter valid email addresses in CA Clarity PPM to send and receive email notifications successfully.
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