This section contains the following topics:
Design Files for Stock Xcelsius Visualizations
Stock Queries Used in Xcelsius Dashboards
Stock Xcelsius visualization design files (.xlf files) are provided to help you get started with Clarity and Xcelsius. You can use .xlf files as they are without modification, or you can use them as a starting point for your own designs.
Best Practice: Always make copies of the stock Xcelsius dashboards, visualization files, and queries before applying any customizations. Customize the copied versions. CA provides periodic updates to the stock dashboards that overwrite any changes you make directly to them.
For information about downloading the design files, see Install Sample Xcelsius Dashboards.
The queries shown in the following table are used in the stock Xcelsius dashboards.
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Query |
ID |
|---|---|
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Budget and Forecast by Goal - v13 |
xid.qry.bdgtFcstGoal |
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Investment Approval Status - v13 |
xid.qry.invApprSts |
|
Issues - v13 |
xid.qry.issues |
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Project Hours by Role - v13 |
xid.qry.prjHrsRole |
|
Project Information - v13 |
xid.qry.prjInfo |
|
Risks - v13 |
xid.qry.risks |
|
Spending Plan by Month - v13 |
xid.qry.spendByMonth |
The Resource portlet is an interactive portlet that contains Xcelsius visualizations with multiple components. The visualizations help you identify resource forecasted utilization and also the capacity and demand of the roles in the next six months. The gauge component measures the forecasted resource utilization. The column graph gives a comparison between demand and capacity by month. The pie chart shows capacity by role and demand by role. This same information is displayed in the list, except it displays incremental cost information. The grid component displays the capacity and demand for a role for the next six months. Incremental cost in the grid displays the increase or decrease in cost when the FTE/hours slider is increased or decreased respectively.
Average Forecasted Utilization
Displays the utilization of roles in an organization.
Displays the total capacity in percentage. Each pie segment represents the total capacity and demand for a role.
Displays the total capacity and demand for all roles.
Displays the total capacity and demand for each role for six months starting with the current month. You can replace a role with resources that can complete the work.
The following columns display on the Capacity and Demand by Role chart:
Displays the roles associated for this project.
Displays the increase or decrease in cost when FTE or hours are increased or decreased respectively. The values are taken from the cost matrix.
Displays the total number of available hours for the associated resource.
Displays the total number of assigned or allocated hours for the associated resource.
Displays the difference between the total demand and the total capacity for six months for all investments.
The Portfolio portlet is an interactive portlet that contains Xcelsius visualizations for a selected portfolio.
From Studio:
Personalize an existing portfolio layout:
Portfolio Dashboard
Follow these steps:
Note: Navigation depends on how you or the CA Clarity PPM administrator configures this portlet.
A list of investments from the selected portfolio appears.
The Portfolio Dashboard appears.
To select or remove investments, select the Filter check box to display the list box of selected and available investments.
Follow these steps:
Use Portfolio Dashboard to analyze the impact to your portfolio by adding and removing investments from the dashboard.
The following must exist in CA Clarity PPM:
Displays the portfolio name.
Displays the manager associated with this portfolio.
Displays the start date of the portfolio.
Displays the end date of the portfolio.
Displays the currency selected for the portfolio.
Displays the portfolio benefit defined in the properties page.
Displays the budget defined for the portfolio.
Displays the approved investment budget for all investments in the portfolio.
Cost Variance
Displays a stoplight that shows a view of a portfolio performance.
Values:
The Budget/Forecast by Goal displays a column chart. Goals for all investments for a portfolio are represented in the Y-axis, and budget and forecast amounts from the cost plan are represented in the X-axis.
The Balance portlet displays a bubble graph that shows how the score of each investment balances between corporate alignment and the finish date. Investments use three factors when scoring; business alignment, cost, and risk. For example, if you defined a budget for a portfolio for this year only, its costs restrict to this year. In addition, changing the planned cost of an investment changes its bubble size.
Displays the scheduled finish date of this investment.
Investments appear on the graph somewhere between good and poor according to their alignment with business goals. An investment with a low y-coordinate (distance from the origin) lies somewhere within the red zone on the graph. Investments move up the graph vertically based on their business alignment scores.
Displays the planned cost for the investment.
The Investment Financial Grid tab on the portfolio dashboard page displays all the investments that you have access to and the ones that match the filter settings that you selected.
Displays the name of the investment in the drop-down. Click an investment name to view the detailed properties for that investment.
Defines the goal of this project.
Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, or Maintain the Business.
Displays how well the investment aligns to the organization’s business goal. The higher the value, the stronger the alignment. This metric is used in portfolio analysis when you use comparable business alignment criteria across all portfolio investments.
Risk
Displays a stoplight that helps you assess the risk of a project. The project total risk score determines the color of the stoplight, including:
Values:
Defines the stage in the project lifecycle.
Displays the start for this particular project.
Defines the amount of money available for investments in this project. This information is important when planning a portfolio because it helps you decide how much more money you need to spend on an investment.
Displays the actuals for the entire project (the sum of all actuals posted for the investment). Like Planned Cost, this information is important when planning a portfolio. Actual Cost helps you decide how much more money you need to spend on an investment.
Displays the difference between the planned costs and the actual costs.
Displays the total effort required to complete the investment tasks.
Displays the aggregated total actuals of all the resources and roles irrespective of their investment role for each investment.
Displays the aggregated total remaining allocation value for all resources and roles.
Use the Project Status Portlet to analyze a single project.
The following must exist in CA Clarity PPM:
Specifies the manager of the investment.
Displays the start of the investment.
Displays the end of the investment.
Displays the baseline finish date.
Displays a graphical representation of the status. For example, if the status is "Approved," the visual representation is a green stoplight. The selection is displayed as a stoplight symbol when saved.
Values: Red, Yellow, and Green
Displays the roles assigned for an investment in hours.
Displays the cost plan for the month.
Displays the difference between the baseline finish and the finish dates. If there is no baseline, the variance is the current date minus the finish date.
Displays the issue name, status, and priority.
Values:
Displays the risk name, status, and priority.
Values:
Navigates to the properties page.
Navigates to the Issues list for the project.
Navigates to the Risks list for the project.
Use the Investment Overview Dashboard to analyze your investments. You can select from the following filter criteria to determine the investments that appear in the Selection drop-down field on the dashboard:
The following must exist in CA Clarity PPM:
Displays the name of the investment. Click an investment name to view the detailed properties for that investment.
Defines the manager of the investment.
Displays the start of this particular investment.
Finish
Displays the end of this particular investment.
Displays the baseline finish date.
Displays a graphical representation of the status. For 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.
Displays the roles assigned for an investment in hours.
Displays the cost plan for the month.
Displays the difference between the baseline finish and the finish dates. In the absence of baseline, it is the current date minus finish date.
Issues
Displays the issue name, status, and priority.
Values:
Risks
Displays the risk name, status, and priority.
Values:
Navigates to the investment in CA Clarity PPM.
Navigates to the Issues list for a project.
Navigates to the Risks list for a project.
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