This section contains the following topics:
Define Project Alignment and Tracking Factors
Project managers review issues, risks, and change requests related to their projects. They also monitor the project schedule and tasks.
The Project Center dashboard includes the following pages:
To view project information about the Project Center dashboard, complete the following:
For more information, see the Project Management User Guide.
For more information, see the Administration Guide.
For more information about managing resources, see the Resource Management User Guide.
For more information, see the Basics User Guide.
Each business alignment value that you define for a project is associated with a number. All the numbers together are used to determine an average which is then considered the Business Alignment score for the project.
For more information, see the Project Management User Guide.
Follow these steps:
The projects page appears.
The project properties page appears.
The alignment and tracking properties page appears.
Displays the amount of business value (high, medium, low) associated with the project. Click the drop-down menu to select an option. After you save, the stoplight color changes as follows:
Displays the amount of sponsorship (high, medium, low) available for the project. Click the drop-down menu to select an option. After you save, the stoplight color changes as follows:
Displays the technology compliance status of the project. Click the drop-down menu to select an option. After you click Save, the stoplight color changes as follows:
Specifies the scheduler format used for the project. Click the drop-down menu and select a scheduler format (Microsoft Project or Open Workbench).
Specifies the dashboard view selected for the project. Click the drop-down menu to select a view option.
Default: PPM Essential Project Dashboard
Indicates if the budget dates synchronizes with project dates. Select the check box to synchronize budget date with project dates.
You can enter weekly, monthly, or quarterly project status reports. These status reports indicate how a project is doing in terms of schedule, cost, and scope where compared to the baseline. If a project is not baselined, then the original project plan is used as a snapshot.
These reports are referenced in portlets on the Project Center dashboard.
Follow these steps:
The projects page appears.
The properties page appears.
The list page appears.
The create page appears.
Provides a status update summary on the project. Enter the summary in the text box.
Displays the date when the report was created. Enter or select a date.
Displays a stoplight indicating the current project schedule status. Click the drop-down menu to select a schedule status.
Displays the current phase of the project. Click the drop-down menu to select a phase.
Indicates if the next milestone is on track. Select the check box to indicate that the next milestone is on track.
Provides an explanation for a variance in the project schedule. Enter an explanation in the text box.
Displays a stoplight indicating the status of the project scope. Click the drop-down menu to select a scope status.
Indicates if a change in the project scope is required. Select the check box to indicate if a change in the scope is required.
Indicates if the scope of the project deliverable has changed. Select the check box to indicate that project deliverable scope has changed.
Indicates if the project objective has changed. Select the check box to indicate that the project objective has changed.
Provides an explanation for a change in the project objective. Enter an explanation in the text box.
Displays a stoplight indicating the cost and effort status of the project. Click the drop-down menu to select a cost and effort status.
Indicates if the project is encountering any review approval problems. Select the check box to indicate that the project is encountering review approval problems.
Indicates if the project is encountering staffing availability issues. Select the check box to indicate that the project is encountering staffing availability issues.
Indicates if the project is affected by external factors. Select the check box to indicate that the project is affected by external factors.
Provides an explanation for the cost and effort status. Enter an explanation in the text box.
Use My Alerts to get a high-level exception-based view of your activities and closely monitor potential problem areas.
The page includes the following portlets:
A task is considered late if it is past the baseline due date, or the finish date for the task (if the project was not baselined). A task is considered scheduled late when baseline due date is before the finish date for the task. This implies that the project was baselined and then the task date was moved out.
The Schedule Performance portlet displays the number of late tasks in a column graph format. Late tasks are categorized as follows:
If no columns appear on the graph, it means that all tasks are finishing as scheduled.
From the Schedule Performance portlet, click a column in the graph to open the Schedule Performance Details portlet for a list of the critical late, past due, or scheduled late tasks. This portlet displays the following details for that task group:
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the name of the associated task. Click the task name link to open the task properties page and edit the task.
Indicates the status of the task.
Values: Started, Not Started, and Completed
Displays the task grouping.
Values: Critical Late, Past Due, and Scheduled Late
Displays the date when the task is scheduled to be completed.
Displays the number of days past the due date of the task, based on the current date.
Displays the total effort or ETC to complete the task.
The Staffing Outlook portlet lets you identify project tasks where resources are not assigned. The portlet displays in a bar chart format the unstaffed hours or estimate-to-complete (ETC). Unstaffed hours are the hours assigned to a role for tasks that are not completed. The Y-axis of the chart displays project names. The X-axis displays the number of unassigned hours for each project.
You can replace a role with resources that can complete the work. Click a bar on the chart to go to the Staffing Drill Down page and search for resources. This page includes the Staffing Outlook Details portlet. This portlet provides a graphical view of all the unstaffed tasks and includes the following fields:
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the name of the associated task. Click the task link to open the task properties page and edit the task.
Displays the role name that is unstaffed. Click the role link to open the team staff page and assign resources to the role.
Displays the date of starting the associated task.
Displays the date of completing the associated task.
Displays the total hours of unstaffed ETC.
The Milestones portlet lists the incomplete project milestones, or tasks and how they affect the project schedule.
This portlet includes the following fields:
Displays a stoplight indicating the project schedule based on the value in the Days Late column.
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the name of the milestone. Click the milestone link to open the task properties page and edit the milestone.
Displays the due date for the milestone to be complete. The due date is the baseline finish date for the milestone. If no baseline exists, is the finish date of the milestone.
Displays the number of days past the baseline due date for the milestone. If the milestone is not late, a negative number displays indicating the number of days until the due date. For example, a negative five implies that five days are left before the task becomes due.
The Prioritized Issues portlet gives you a high-level view of the current issues in a project and alerts you for large number of issues. The data appears in a pie chart format with each pie slice representing the number of open issues, grouped by priority, across all projects.
The number displayed next to each pie slice indicates the percentage of open issues for a particular type of priority (high, medium, or low). Open issues have statuses other than “Closed”.
From the Prioritized Issues portlet, click a pie slice to go to the Prioritized Issues Drill Down page and view the Prioritized Issues Listing portlet.
To display information in this portlet, issues must be defined for your projects.
This portlet displays the following details for a specific group of issues:
Displays a stoplight indicating if the resolution of the issue is on schedule.
Displays a stoplight indicating the priority status of the issue.
Displays the issue ID. Click the issue link to open the issue properties page and edit the issue.
Displays the issue description. Click the description link to open the issue properties page and edit the issue.
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the issue category.
Displays the name of the person who owns the issue. Click the Send Mail icon next to an owner to send an email to the owner.
Displays the target date for resolving the issue.
Use My Team to do the following:
The page includes the following portlets:
The Resource Work Queue portlet provides team resource information for each task and displays daily ETCs in a chart format.
To display information about the portlet, assign resources to tasks with ETCs.
The portlet provides the following information about the team:
Displays the associated resource name. Click the resource name link to open the resource properties page and edit the resource.
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the name of the associated task. Click the task name link to open the task properties page and edit the task.
Indicates the status of the task.
Values: Started, Not Started, and Completed. Click the status link to open the assignment properties page and edit ETC or assignment dates.
Displays a stoplight indicating the priority status of the task.
Displays a stoplight indicating the schedule status of the task.
Displays the amount of ETC in hours for each day.
The Resource Assignments portlet displays the availability and assignments information for resources in a histogram format. The yellow and red bars in the histogram represent the assignments for a resource. The grey lines in between represent the availability threshold based on the daily available hours for the resource. The colors of the bars indicate the following:
A mouseover on the histogram displays the exact hours assigned and the daily availability for a resource. The total at the bottom shows the total ETC for all resources for each day.
The portlet includes the following fields:
Displays the first and last name of the resource. Click a resource name to drill to the resource properties page and edit the resource information.
Displays the availability and assignments for the resource using a histogram format.
Use the My Controls page to get a high-level view of tasks, change requests, issues, and risks associated with projects. This information allows you to evaluate and control the performance of your projects more effectively.
The page includes the following portlets:
Note: For information to display on the My Controls portlets, select the "Include in Status Reporting?" check box for the following on their respective properties pages:
The Tasks portlet displays the total amount of effort required to complete selected tasks. Tasks flagged for status reporting from the task properties page appears in the portlet. The portlet provides the following details:
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the name of the associated task. Click the task name link to open the task properties page and edit the task.
Indicates the status of the task.
Values: Started, Not Started, and Completed
Displays the date for completing the task.
Displays the number of days the task is late.
Displays the total ETC plus actuals for the task.
Displays Gantt bars for a six-month period starting with the current month.
The Change Requests portlet shows the status of selected change requests. Change requests, flagged for status reporting from the properties page, appear in the portlet. The portlet provides the following details:
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the change request description. Click the description link to open the change request properties page and edit the change request.
Displays the status for the change request.
Values: Open, Work in Progress, Closed, and Resolved
Displays the date when the change request becomes effective.
Displays a stoplight indicating the priority status of the change request.
Displays the severity of impact the change request on the project.
Values: Critical Schedule, Critical Cost, Critical Cost & Schedule, Moderate, Negligible
Displays the change request category.
Displays the date of closing the change request.
Displays the name of the owner of the change request. Click the Send Mail icon next to an owner to send an email the owner.
The Issues portlet shows selected project issues. Issues flagged for status reporting from the issues properties page appear in the portlet. The portlet displays the following details:
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the issue description. Click the description link to open the issue properties page and edit the issue.
Displays the status of the issue.
Values: Open, Work in Progress, Closed, and Resolved
Displays the target date for resolving the issue.
Displays a stoplight indicating the schedule status of the issue resolution:
Displays a stoplight indicating the priority status of the issue.
Displays the issue category.
Displays the name of the owner of the issue. Click the Send Mail icon next to an owner to email the owner.
The Risks portlet shows the project risks flagged to be included in status reporting on the risk properties page. The portlet displays the following details:
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the risk description as defined on the risk. Click the description link to open the risk properties page and edit the risk.
Displays the status for the risk.
Values: Open, Work in Progress, Closed, and Resolved
Displays the target date for resolving the risk.
Displays a yellow check mark to indicate that the risk threshold is greater than 1. The value is based on Risk Threshold on the risk settings page.
Displays a stoplight indicating the probability of the risk happening.
Displays a stoplight indicating the impact of the risk on the project.
Displays the risk category.
Displays the name of the owner of the risk. Click the Send Mail icon next to an owner to send an email to the owner.
Use the Deliverables page to review project documentation, such as architectural designs, planning documents, scope of work, and quality assurance plans.
The Deliverables page includes the Project Deliverables Review portlet.
Note: For information to appear on the portlet, upload all documentation to the Document Manager folders in a project. Also, attach the documents to the relevant tasks using the Document/Deliverables field on the task properties page.
The Project Deliverables Review portlet provides the following for all project documents:
Displays a link to the document or deliverable. Click the document link to open the document or save it to your local desktop. Click the Document Manager icon next to a document to go to the Project Document Manager page and view all the uploaded documents.
Displays a stoplight indicating the approval status of the document.
Displays a stoplight indicating the approval schedule of the document:
Displays the due date for the document: The date for completing the associated task.
Displays the name of the owner of the document.
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the name of the associated task. Click the task name link to open the task properties page and edit the task.
Use the Timesheet Review page to review your project team timesheets and any modified estimates that the team members enter.
The page includes the following portlets:
The Timesheet Review portlet lets you review open timesheets. You can also compare the estimated time of completion (ETC) for a task with the submitted actuals.
The portlet displays the following information about timesheets:
Displays a yellow check mark to indicate that notes are attached to the timesheet.
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the name of the associated task. Click the task name link to open the task properties page and edit the task.
Displays the timesheet (clock) icon. Click the icon next to a resource to open the Timesheet page for that resource.
Displays the associated resource name. Click the resource link to open the assignment properties page to edit the resource assignment information.
Displays the resource type (Employee, Contractor).
Displays the latest timesheet status (Open, Submitted, Approved, Returned, Posted, Adjusted).
Displays the start date for a specific time reporting period.
Displays the end date for a specific time reporting period.
Displays the unposted actuals for a specific time reporting period.
Displays the posted actuals for a specific time reporting period.
Displays the total actuals (pending and posted) for a specific time reporting period.
Depending on whether less or more time is required for a task, a team member can increase or reduce the ETC on a task. They can do this using Timesheets. However, the project manager approves the modifications before the change is reflected in CA Clarity PPM. The Pending Estimates portlet lets you view all the variables associated with a task. Based on the variables, you can accept or deny any modified ETCs.
This portlet displays the following details:
Displays a stoplight indicating how the ETC was modified.
Stoplights:
Displays the name of the associated project. Click the project name link to open the project properties page and edit the project.
Displays the name of the associated task. Click the task name link to open the task properties page and edit the task.
Displays the name of the associated resource. Click the resource link to open the assignment properties page for the resource.
Displays the date of starting the associated task.
Displays the date of completing the associated task.
Displays the amount of ETC added to the timesheet.
Displays the amount of ETC initially assigned to the task.
Displays the amount of unposted actuals for the task.
Displays the adjusted planned ETC amount (Planned ETC - Pending Actuals).
Displays the amount of ETC used based on the modified ETC entered in the timesheet.
|
Copyright © 2013 CA.
All rights reserved.
|
|