This section contains the following topics:
PMO Investment Viewer Extended
The following access groups are included with the PMO Accelerator add-in. Each group has global and instance level access rights associated to it. When you add resources to these groups as members, the resources automatically inherit the rights of the group. The groups are meant to be implemented in a matrix fashion, which means that a resource will probably be associated to more than one group in order to obtain all the rights the resource should have.
Access rights for the Lookup Mapping object are only assigned to the PMO System Administrator group. When necessary, your CA Clarity PPM administrator can add these rights to another group.
For more information, see the Administration Guide.
Members of the PMO Executive Viewer group view all project properties, status reports, schedules, and resource allocations; run project and resource capacity reports.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings - Navigate Organizer - Access Reports - Access |
|
|
Project Management |
Projects - Navigate Project - View Management - All Project - View Financial - All Project - Risk, Issue, Change Request - View - All Status Report - View All |
|
|
Resource Management |
Resource - View - All |
|
Instance (Page - View) |
Resource Planning Page and Tabs |
Resource Planning Capacity Organizational Demand Top Down Planning Workloads Allocations Unfilled Allocations |
|
|
Status Report Review Page and Tabs |
Status Report Review Status Report Listing Late and Missing Status Reports |
|
|
Timesheet Overview Page |
Timesheet Overview Timesheet Details Timesheet Notes |
|
|
Timesheet Review Page and Tab Note: This page is a team object action. |
Timesheet Review Timesheets Note: Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page. |
|
|
PMO-Project Storyboard Page |
Issue Drill Down |
|
Instance (Portlet - View) |
Resource Planning Page Portlets |
Role Capacity Histogram Role Capacity OBS Resource Aggregation OBS Investment Aggregation Top Down Planning by Investment Resource Workloads Weekly Detail Allocation Discrepancy Unfilled Requirements |
|
|
Status Report Review Page Portlets |
Status Report Review Filter Status Report Listing Late Status Reports Missing Status Reports |
|
|
Timesheet Overview Page Portlets |
Timesheet Overview Filter Investment Timesheet Summary Investment Timesheet Review Timesheet Notes |
|
|
Timesheet Review Page Portlets |
Timesheet Review Note: Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page Portlets. |
|
|
PMO-Project Status-Portlets |
Project Indicators Upcoming Milestones Status Report Indicators Team Utilization |
|
|
PMO-Project Storyboard Portlets |
Team Capacity Issues by Priority Issue Listing Note: Upcoming Milestones granted above for the PMO-Project Status Portlets is also required for the PMO-Project Storyboard Portlets. |
|
|
Project Default Layout Portlets |
General Labor Effort Note: Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets. |
|
|
Other Portlets - CA Clarity PPM |
Action Items My Projects My Reports |
Members of the PMO Executive Viewer Extended group view all project properties, status reports, schedules, resource allocations, baselines and financials; run project, resource capacity and financial reports.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings - Navigate Organizer - Access Reports - Access |
|
|
Project Management |
Projects - Navigate Project - View Management - All Project - View Financial - All Project - Cost Plan - View All Project - Budget Plan - View All Project - Benefit Plan - View All Project - Risk, Issue, Change Request - View - All Status Report - View All |
|
|
Resource Management |
Resource - View - All Resource - View Book - All Project - View Requisitions - All |
|
Instance (Page - View) |
General Tabs |
Sponsor PM Alerts Schedule Performance Drill Down Current Issues Drill Down Staffing Outlook Drill Down Project Dashboard Issues and Risks |
|
|
Resource Planning Page and Tabs |
Resource Planning Capacity Organizational Demand Top Down Planning Workloads Allocations Unfilled Allocations Bookings |
|
|
Capacity Planning Overview Page |
Capacity Planning Review |
|
|
Status Report Review Page and Tabs |
Status Report Review Status Report Listing Late and Missing Status Reports |
|
|
Timesheet Overview Page |
Timesheet Overview Timesheet Details Timesheet Notes |
|
|
Timesheet Review Page and Tab Note: This page is a team object action. |
Timesheet Review Timesheets Note: Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page. |
|
|
PMO-Project Storyboard Page |
Issue Drill Down |
|
Instance (Portlet - View) |
Sponsor Tab Portlets |
Overview Sponsor Filter Project KPIs by OBS Project Schedule Planned Cost by Project Type |
|
|
PM Alerts Tab Portlets |
Overview Project Filter Schedule Performance Schedule Performance Details Milestones Current Issues Current Issues Listing Staffing Staffing Details |
|
|
Project Dashboard Tab Portlets |
Schedule Dashboard Cost and Effort Dashboard Note: Overview Project Filter granted above for the PM Alerts Tab Portlets is also required for the Project Dashboard Tab Portlets. |
|
|
Issue and Risks Tab Portlets |
Risk Management Issue Management Note: Overview Project Filter granted above for the PM Alerts Tab Portlets is also required for the Issues and Risks Tab Portlets. |
|
|
Resource Planning Page Portlets |
Role Capacity Histogram Role Capacity OBS Resource Aggregation OBS Investment Aggregation Top Down Planning by Investment Resource Workloads Weekly Detail Allocation Discrepancy Unfilled Requirements Booking Status |
|
|
Capacity Planning Overview Portlets |
Capacity Overview |
|
|
Status Report Review Page Portlets |
Status Report Review Filter Status Report Listing Late Status Reports Missing Status Reports |
|
|
Timesheet Overview Page Portlets |
Timesheet Overview Filter Investment Timesheet Summary Investment Timesheet Review Timesheet Notes Pending Estimates Review |
|
|
Timesheet Review Page Portlets |
Timesheet Review Note: Timesheet Notes granted above for the Timesheet Overview Page Portlets is also required for the Timesheet Review Page Portlets. |
|
|
PMO-Project Status-Portlets |
Project Indicators Upcoming Milestones Project Baselines Status Report Indicators Actuals by Transaction Type Team Utilization |
|
|
PMO-Project Storyboard Portlets |
Team Capacity Issues by Priority Issue Listing Earned Value Analysis by Phase Note: Upcoming Milestones granted above for the PMO-Project Status Portlets is also required for the PMO-Project Storyboard Portlets. |
|
|
Project Default Layout Portlets |
General Labor Effort Note: Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets. |
|
|
Other Portlets - CA Clarity PPM |
Action Items My Projects My Reports |
|
|
Other Portlets - PMO Accelerator |
Late Tasks and Milestones Project Analysis Project Cycle Time Analysis Project Document Review Project Lifecycle Review Resource Utilization Percentage by Month Team Member Task Summary |
Members of the PMO Financial Administrator group manage functionality related to project financial plans, including the ability to create and edit any financial plan and approve budgets; create and edit financial transactions against any project.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings - Navigate Organizer - Access Reports - Access |
|
|
Project Management |
Projects - Navigate Project - View Management - All Project - View Financial - All Project - Cost Plan - Edit All Project - Budget Plan - Edit All Project - Budget Plan - Approve All Project - Benefit Plan - Edit All |
|
|
Resource Management |
Resource - Navigate Resource - View - All Resource - Edit Financial All |
|
|
Financial Management |
Administration - Access Financial Maintenance - Financial Management Financial Maintenance - Financial Organizational Structure Financial Maintenance - Define Matrix Financial Maintenance - Manage Matrix Financial Process - Transaction Entry Financial Process - Work in Process Financial Process - Approve WIP Adjustments |
|
Instance (Page - View) |
Posted Transaction Review Page |
Posted Transaction Review Note: Page ID is cop.finTransactionReview |
|
|
Posted Transaction Review Page Note: This page is a cost plan detail object action. |
Posted Transaction Review Note: Page ID is cop.invTransactionReview |
|
Instance (Portlet - View) |
Posted Transaction Review Page Portlet |
Posted Transaction Review Note: Portlet ID is cop.finTransactionReview |
|
|
Posted Transaction Review Page Portlet Note: This page is a cost plan detail object action. |
Posted Transaction Review Note: Portlet ID is cop.invTransactionReview |
|
|
PMO-Project Status Portlets |
Upcoming Milestones Actuals by Transaction Type |
|
|
PMO-Project Storyboard Portlets |
Note: Upcoming Milestones granted above for the PMO-Project Status Portlets is also required for the PMO-Project Storyboard Portlets. |
|
|
Project Default Layout Portlets |
General Labor Effort |
|
|
Other Portlets - CA Clarity PPM |
Action Items My Projects My Reports |
Members of the PMO Idea Creator group create and view new ideas.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings - Navigate Organizer - Access |
|
|
Project Management |
Projects - Navigate |
|
|
Idea Management |
Ideas - Create Idea - Edit Financial Information All Idea - View Financial Information All |
|
|
Resource Management |
Resource - View - All Resource - Hard Book – All Resource - Soft Book - All |
|
Instance (Portlet - View) |
Other Portlets - CA Clarity PPM |
Action Items My Projects |
Members of the PMO Idea Reviewer group review and approve ideas, including ability to edit all ideas.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings - Navigate Organizer - Access Reports - Access |
|
|
Project Management |
Projects - Navigate |
|
|
Idea Management |
Ideas - Create Idea - Edit – All Idea - Approve - All Idea - Benefit Plan - Edit All Idea - Budget Plan - Approve All Idea - Budget Plan - Edit All Idea - Cost Plan - Edit All Idea - Edit Financial Information All Idea - Financial Plan - Submit All for Approval Idea - View Financial Information All |
|
|
Resource Management |
Resource - View - All |
|
Instance (Page - View) |
General Tabs |
Sponsor |
|
Instance (Portlet - View) |
Sponsor Tab Portlets |
Overview Sponsor Filter Project KPIs by OBS Project Schedule Planned Cost by Project Type |
|
|
Other Portlets - CA Clarity PPM |
Action Items My Projects My Reports |
Members of the PMO Investment Creator group create and view all investment types.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings - Navigate Organizer - Access |
|
|
Project Management |
Projects - Navigate Project - Create Project - Create from Template |
|
|
Application Management |
Application - Create Application - Edit Financial Information All Application - View Financial Information All |
|
|
Asset Management |
Asset - Create Asset - Edit Financial Information All Asset - View Financial Information All |
|
|
Idea Management |
Ideas - Create Idea - Edit Financial Information All Idea - View Financial Information All |
|
|
Other Work Management |
Other Work - Create Other Work - Edit Financial Information All Other Work - View Financial Information All |
|
|
Product Management |
Product - Create Product - Edit Financial Information All Product - View Financial Information All |
|
|
Service Management |
Service - Create Service - Edit Financial Information All Service - View Financial Information All |
|
|
Resource Management |
Resource - View - All |
|
Instance (Portlet - View) |
Other Portlets - CA Clarity PPM |
Action Items My Projects |
Members of the PMO Investment Viewer Extended group view properties, resource allocations, and financial plans of all investment types.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings - Navigate Organizer - Access Reports - Access |
|
|
Project Management |
Projects - Navigate Project - View Management - All Project - View Financial - All Project - Cost Plan - View All Project - Budget Plan - View All Project - Benefit Plan - View All Project - Risk, Issue, Change Request - View - All Status Report - View All |
|
|
Program Management |
Management - Programs |
|
|
Application Management |
Application - View – All Application - View Financial Information All Application - Cost Plan - View All Application - Budget Plan - View All Application Benefit Plan - View All |
|
|
Asset Management |
Asset - View – All Asset - View Financial Information All Asset - Cost Plan - View All Asset - Budget Plan - View All Asset Benefit Plan - View All |
|
|
Idea Management |
Idea - View - All Idea - Benefit Plan - View All Idea - Budget Plan - View All Idea - Cost Plan - View All Idea - View Financial Information All |
|
|
Other Work Management |
Other Work - View – All Other Work - View Financial Information All Other Work - Cost Plan - View All Other Work - Budget Plan - View All Other Work Benefit Plan - View All |
|
|
Product Management |
Product - View – All Product - View Financial Information All Product - Cost Plan - View All Product - Budget Plan - View All Product Benefit Plan - View All |
|
|
Service Management |
Service - View – All Service - View Financial Information All Service - Cost Plan - View All Service - Budget Plan - View All Service Benefit Plan - View All |
|
|
Resource Management |
Resource - View – All Resource - View Book - All Project - View Requisitions - All |
|
Instance (Page – View)
|
Resource Planning Page and Tabs |
Resource Planning Capacity Organizational Demand Top Down Planning Workloads Allocations Unfilled Allocations Bookings |
|
|
Capacity Planning Overview Page |
Capacity Planning Review |
|
|
Status Report Review Page and Tabs |
Status Report Review Status Report Listing Late and Missing Status Reports |
|
|
Timesheet Overview Page |
Timesheet Overview Timesheet Details Timesheet Notes |
|
|
Timesheet Review Page and Tab Note: This page is a team object action. |
Timesheet Review Timesheets Note: Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page. |
|
|
PMO-Project Storyboard Page |
Issues Drill Down |
|
Instance (Portlet – View) |
Resource Planning Page Portlets |
Role Capacity Histogram Role Capacity OBS Resource Aggregation OBS Investment Aggregation Top Down Planning by Investment Resource Workloads Weekly Detail Allocation Discrepancy Unfilled Requirements Booking Status |
|
|
Capacity Planning Overview Portlets |
Capacity Overview |
|
|
Status Report Review Page Portlets |
Status Report Review Filter Status Report Listing Late Status Reports Missing Status Reports |
|
|
Timesheet Overview Page Portlets |
Timesheet Overview Filter Investment Timesheet Summary Investment Timesheet Review Timesheet Notes Pending Estimates Review |
|
|
Timesheet Review Page Portlets |
Timesheet Review Note: Timesheet Notes granted above for the Timesheet Overview Page Portlets is also required for the Timesheet Review Page Portlets. |
|
|
PMO-Program Status Portlets |
Cost and Schedule Overview Schedule and Progress Resource Utilization |
|
|
Program Layout Portlets |
General Labor Effort Subprojects |
|
|
PMO-Project Status Portlets |
Project Indicators Upcoming Milestones Project Baselines Status Report Indicators Actuals by Transaction Type Team Utilization |
|
|
PMO-Project Storyboard Portlets |
Team Capacity Issues by Priority Issues Listing Earned Value Analysis by Phase Note: Upcoming Milestones granted above for the PMO-Project Status Portlets is also required for the PMO-Project Storyboard Portlets. |
|
|
Project Default Layout Portlets |
Note: General and Labor Effort granted above for the Program Layout Portlets is also required for the Project Default Layout Portlets. Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets. |
|
|
Other Portlets – CA Clarity PPM |
Action Items My Projects My Reports |
|
|
Other Portlets – PMO Accelerator |
Late Tasks and Milestones Project Analysis Project Cycle Time Analysis Project Document Review Project Lifecycle Review Resource Utilization Percentage by Month Team Member Task Summary |
Members of the PMO Portfolio Manager group manage portfolios across investments.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings - Navigate Organizer - Access Reports - Access |
|
|
Project Management |
Projects - Navigate |
|
|
Portfolio Management |
Portfolio - Navigate Portfolio – Create |
|
|
Resource Management |
Resource - View – All |
|
Instance (Page – View)
|
Portfolio Dashboard Page and Tabs |
Portfolio Dashboard Cost and Benefits Roles Cost and Health Goal Analysis Investment Analysis Capital and Operating |
|
Instance (Portlet – View) |
Portfolio Dashboard Portlets |
Portfolio Dashboard Filter Portfolio Costs Portfolio Cost and Benefit Analysis Portfolio Roles Portfolio Role Analysis Portfolio Cost by Overall Health Portfolio Investment Count by Goal Portfolio Planned Cost by Goal Portfolio Role Demand by Goal Portfolio Planned NPV by Goal Portfolio Investment Count by Type Portfolio Investment Count by Work Status Portfolio Investment Count by Waterline Portfolio Investment Count by Approval Portfolio Capital and Operating Costs Portfolio Capital and Operating Cost Analysis |
|
|
PMO-Portfolio Investment Dashboard Portlets |
Portfolio Investment Dashboard Filter Planned Cost by Waterline Role Demand by Waterline Planned Cost by Goal Role Demand by Goal Investment Cost and Role Demand Investment Schedule Role Capacity and Demand Role Capacity and Demand Histogram Investment Planning by Period Investment Cost by Period Investment Financial Summary Capital and Operating Cost Summary Capital and Operating Budget vs. Forecast |
|
|
Other Portlets – CA Clarity PPM |
Action Items My Projects My Reports |
Members of the PMO Program Manager group manage programs containing several projects.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings - Navigate Organizer - Access Reports - Access |
|
|
Project Management |
Projects - Navigate Project - Enable Financial Project - Cost Plan - Edit All Project - Budget Plan - Edit All Project - Budget Plan - Approval All Project - Benefit Plan - Edit All Project - Risk, Issue, Change Request - Edit - All Project - Risk, Issue, Change Request - Delete - All Status Report - Create Status Report - Edit All |
|
|
Program Management |
Management - Programs |
|
|
Resource Management |
Resource - View – All |
|
Instance (Page – View)
|
General Tabs |
Program Dashboard Program Manager Cost Dashboard Drill Down Project Costs By Phase Project Costs By Task Project Costs By Resource Project Storyboard Drill Down Issues Drill Down Issues and Risks |
|
|
Status Report Review Page and Tabs |
Status Report Review Status Report Listing Late and Missing Status Reports |
|
Instance (Portlet – View)
|
Program Dashboard Tab Portlets |
Overview Program Filter Program Manager Cost Dashboard Project Costs by Phase Project Costs by Task Project Costs by Resource Program Manager Schedule Dashboard Team Capacity Upcoming Milestones Issues by Priority Issues Listing Earned Value Analysis by Phase |
|
|
Issues and Risks Tab Portlets |
Overview Project Filter Risk Management Issue Management |
|
|
Status Report Review Page Portlets |
Status Report Review Filter Status Report Listing Late Status Reports Missing Status Reports |
|
|
PMO-Program Status Portlets |
Cost and Schedule Overview Schedule and Progress Resource Utilization |
|
|
Program Layout Portlets |
General Labor Effort Subprojects |
|
|
Other Portlets – CA Clarity PPM |
Action Items My Projects My Reports |
Members of the PMO Project Creator group create and view new projects.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings - Navigate Organizer - Access |
|
|
Project Management |
Projects – Navigate Project – Create Project – Create from Template Project – Enable Financial |
|
|
Resource Management |
Resource - View – All |
|
Instance (Portlet – View) |
Other Portlets – CA Clarity PPM |
Action Items My Projects |
Members of the PMO Project Manager group manage project properties, status reports, schedules, and resource allocations.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings – Navigate Organizer – Access Reports – Access |
|
|
Project Management |
Projects - Navigate Project - Enable Financial Project - Modify Baseline All Project - Risk, Issue, Change Request - Edit - All Project - Risk, Issue, Change Request - Delete - All Status Report - Create Status Report - Edit All |
|
|
Resource Management |
Resource - View - All Resource - Hard Book All |
|
Instance (Page – View) |
General Tabs |
Project Dashboard |
|
|
Resource Planning Page and Tabs |
Resource Planning Capacity Organizational Demand Top Down Planning Workloads Allocations Unfilled Allocations |
|
|
Status Report Review Page and Tabs |
Status Report Review Status Report Listing Late and Missing Status Reports |
|
|
Timesheet Overview Page |
Timesheet Overview Timesheet Details Timesheet Notes |
|
|
Timesheet Review Page and Tab Note: This page is a team object action. |
Timesheet Review Timesheets Note: Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page. |
|
|
PMO-Project Storyboard Page |
Issues Drill Down |
|
Instance (Portlet – View)
|
Project Dashboard Tab Portlets |
Overview Project Filter Schedule Dashboard Cost and Effort Dashboard |
|
|
Resource Planning Page Portlets |
Role Capacity Histogram Role Capacity OBS Resource Aggregation OBS Investment Aggregation Top Down Planning by Investment Resource Workloads Weekly Detail Allocation Discrepancy Unfilled Requirements |
|
|
Status Report Review Page Portlets |
Status Report Review Filter Status Report Listing Late Status Reports Missing Status Reports |
|
|
Timesheet Overview Page Portlets |
Timesheet Overview Filter Investment Timesheet Summary Investment Timesheet Review Timesheet Notes |
|
|
Timesheet Review Page Portlets |
Timesheet Review Note: Timesheet Notes granted above for the Timesheet Overview Page Portlets is also required for the Timesheet Review Page Portlets. |
|
|
PMO-Project Status Portlets |
Status Report Indicators Team Utilization |
|
|
PMO-Project Storyboard Portlets |
Issues by Priority Issues Listing |
|
|
Project Default Layout Portlets |
General Labor Effort Note: Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets. |
|
|
Other Portlets – CA Clarity PPM |
Action Items My Projects My Reports |
Members of the PMO Project Manager Extended group manage project properties, status reports, schedules, resource allocations, tasks, baselines, and financial plans.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings – Navigate Organizer – Access Reports – Access |
|
|
Project Management |
Projects - Navigate Project - Enable Financial Project - Modify Baseline All Project - Schedule In Browser Project - Cost Plan - Edit All Project - Budget Plan - Edit All Project - Budget Plan - Approval All Project - Benefit Plan - Edit All Project - Risk, Issue, Change Request - Edit - All Project - Risk, Issue, Change Request - Delete - All Status Report - Create Status Report - Edit All |
|
|
Resource Management |
Resource - View - All Resource - Hard Book All Resource - Soft Book All Project - Create/Edit Requisitions - All Project - Attach Requisitions Entry Resources - All |
|
Instance (Page – View) |
General Tabs |
PM Alerts Schedule Performance Drill Down Current Issues Drill Down Staffing Outlook Drill Down Project Dashboard Issues and Risks |
|
|
Resource Planning Page and Tabs |
Resource Planning Capacity Organizational Demand Top Down Planning Workloads Allocations Unfilled Allocations Bookings |
|
|
Capacity Planning Overview Page |
Capacity Planning Review |
|
|
Status Report Review Page and Tabs |
Status Report Review Status Report Listing Late and Missing Status Reports |
|
|
Timesheet Overview Page |
Timesheet Overview Timesheet Details Timesheet Notes |
|
|
Timesheet Review Page and Tab Note: This page is a team object action. |
Timesheet Review Timesheets Note: Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page. |
|
|
PMO-Project Storyboard Page |
Issues Drill Down |
|
Instance (Portlet – View) |
Sponsor Tab Portlets Note: Group does not have rights to the Sponsor Tab, but it has access to the portlets. |
Project KPIs by OBS Project Schedule Planned Cost by Project Type |
|
|
PM Alerts Tab Portlets |
Overview Project Filter Schedule Performance Schedule Performance Details Milestones Current Issues Current Issues Listing Staffing Staffing Details |
|
|
Project Dashboard Tab Portlets |
Schedule Dashboard Cost and Effort Dashboard Note: Overview Project Filter granted above for the PM Alerts Tab Portlets is also required for the Project Dashboard Tab Portlets. |
|
|
Issues and Risks Tab Portlets |
Risk Management Issue Management Note: Overview Project Filter granted above for the PM Alerts Tab Portlets is also required for the Issues and Risks Tab Portlets. |
|
|
Resource Planning Page Portlets |
Role Capacity Histogram Role Capacity OBS Resource Aggregation OBS Investment Aggregation Top Down Planning by Investment Resource Workloads Weekly Detail Allocation Discrepancy Unfilled Requirements Booking Status |
|
|
Capacity Planning Overview Portlets |
Capacity Overview |
|
|
Status Report Review Page Portlets |
Status Report Review Filter Status Report Listing Late Status Reports Missing Status Reports |
|
|
Timesheet Overview Page Portlets |
Timesheet Overview Filter Investment Timesheet Summary Investment Timesheet Review Timesheet Notes Pending Estimates Review |
|
|
Timesheet Review Page Portlets |
Timesheet Review Note: Timesheet Notes granted above for the Timesheet Overview Page Portlets is also required for the Timesheet Review Page Portlets. |
|
|
PMO-Project Status Portlets |
Project Indicators Upcoming Milestones Project Baselines Status Report Indicators Actuals by Transaction Type Team Utilization |
|
|
PMO-Project Storyboard Portlets |
Team Capacity Issues by Priority Issues Listing Earned Value Analysis by Phase Note: Upcoming Milestones granted above for the PMO-Project Status Portlets is also required for the PMO-Project Storyboard Portlets. |
|
|
Project Default Layout Portlets |
General Labor Effort Note: Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets. |
|
|
Other Portlets – CA Clarity PPM |
Action Items My Projects My Reports |
|
|
Other Portlets – PMO Accelerator |
Late Tasks and Milestones Project Cycle Time Analysis Project Document Review Project Lifecycle Review Team Member Task Summary |
Members of the PMO Project Viewer group view all projects and project related portlets and reports.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings – Navigate Organizer – Access Reports – Access |
|
|
Project Management |
Projects - Navigate Project - View Management - All Project - View Financial - All Project - Risk, Issue, Change Request - View - All Status Report - View All |
|
|
Resource Management |
Resource - View - All |
|
Instance (Page – View)
|
General Tabs |
Project Dashboard Issues and Risks |
|
|
Status Report Review Page and Tabs |
Status Report Review Status Report Listing Late and Missing Status Reports |
|
|
PMO-Project Storyboard Page |
Issues Drill Down |
|
Instance (Portlet – View)
|
Project Dashboard Tab Portlets |
Overview Project Filter Schedule Dashboard Cost and Effort Dashboard |
|
|
Issues and Risks Tab Portlets |
Risk Management Issue Management Note: Overview Project Filter granted above for the Project Dashboard Tab Portlets is also required for the Issues and Risks Tab Portlets. |
|
|
Status Report Review Page Portlets |
Status Report Review Filter Status Report Listing Late Status Reports Missing Status Reports |
|
|
PMO-Project Status Portlets |
Status Report Indicators Team Utilization |
|
|
PMO-Project Storyboard Portlets |
Issues by Priority Issues Listing |
|
|
Project Default Layout Portlets |
General Labor Effort Note: Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets. |
|
|
Other Portlets – CA Clarity PPM |
Action Items My Projects My Reports |
Members of the PMO Resource Administrator group create new resources or roles and edit the properties for any resource; view all projects and adjust resource allocations across projects.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings – Navigate Organizer – Access Reports – Access |
|
|
Resource Management |
Resource - Navigate Resource - Create Resource - View - All Resource - Edit - All Resource - Edit Financial All Resource - Update Skills - All |
|
Instance (Page – View)
|
Resource Planning Page and Tabs |
Resource Planning Capacity Organizational Demand Top Down Planning Workloads Allocations Unfilled Allocations Bookings |
|
|
Capacity Planning Overview Page |
Capacity Planning Review |
|
Instance (Portlet – View) |
Resource Planning Page Portlets |
Role Capacity Histogram Role Capacity OBS Resource Aggregation OBS Investment Aggregation Top Down Planning by Investment Resource Workloads Weekly Detail Allocation Discrepancy Unfilled Requirements Booking Status |
|
|
Capacity Planning Overview Portlets |
Capacity Overview |
|
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Other Portlets – CA Clarity PPM |
Action Items My Projects My Reports |
Members of the PMO Resource Manager group manage the schedules of direct reports, adjust their allocations on projects, and view all projects.
The following are the access rights included with this group.
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Type |
Area |
Access Right |
|---|---|---|
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Global |
General |
Account Settings – Navigate Organizer – Access Reports – Access |
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Project Management |
Projects - Navigate Project - View Management - All Project - View Financial - All |
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Resource Management |
Resource - View - All Resource - Hard Book All Resource - Soft Book All |
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Instance (Page – View) |
Resource Planning Page and Tabs |
Resource Planning Capacity Organizational Demand Top Down Planning Workloads Allocations Unfilled Allocations Bookings |
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Capacity Planning Overview Page |
Capacity Planning Review |
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Instance (Portlet – View) |
Resource Planning Page Portlets |
Role Capacity Histogram Role Capacity OBS Resource Aggregation OBS Investment Aggregation Top Down Planning by Investment Resource Workloads Weekly Detail Allocation Discrepancy Unfilled Requirements Booking Status |
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Capacity Planning Overview Portlets |
Capacity Overview |
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PMO-Project Status Portlets |
Team Utilization |
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PMO-Project Storyboard Portlets |
Team Capacity |
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Project Default Layout Portlets |
General Labor Effort Note: Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets. |
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Other Portlets – CA Clarity PPM |
Action Items My Projects My Reports |
Members of the PMO Resource Manager Extended group manage the schedules of direct reports, adjust their allocations on projects and skills, access requisitions, and view all projects.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings – Navigate Organizer – Access Reports – Access |
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Project Management |
Projects - Navigate Project - View Management - All Project - View Financial - All |
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Resource Management |
Resource - View - All Resource - Hard Book All Resource - Soft Book All Resource - Update Skills - All Project - Create/Edit Requisitions - All Project - Attach Requisitions Entry Resources - All Project - View Requisitions - All |
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Instance (Page – View) |
Resource Planning Page and Tabs |
Resource Planning Capacity Organizational Demand Top Down Planning Workloads Allocations Unfilled Allocations Bookings |
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Capacity Planning Overview Page |
Capacity Planning Overview |
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Timesheet Overview Page |
Timesheet Overview Timesheet Details Timesheet Notes |
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Timesheet Review Page and Tab Note: This page is a team object action. |
Timesheet Review Timesheets Note: Timesheet Notes granted above for the Timesheet Overview Page is also required for the Timesheet Review Page. |
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Instance (Portlet – View) |
Resource Planning Page Portlets |
Role Capacity Histogram Role Capacity OBS Resource Aggregation OBS Investment Aggregation Top Down Planning by Investment Resource Workloads Weekly Detail Allocation Discrepancy Unfilled Requirements Booking Status |
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Capacity Planning Overview Portlets |
Capacity Overview |
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Timesheet Overview Page Portlets |
Timesheet Overview Filter Investment Timesheet Summary Investment Timesheet Review Timesheet Notes |
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Timesheet Review Page Portlets |
Timesheet Review Note: Timesheet Notes granted above for the Timesheet Overview Page Portlets is also required for the Timesheet Review Page Portlets. |
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PMO-Project Status Portlets |
Team Utilization |
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PMO-Project Storyboard Portlets |
Team Capacity |
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Project Default Layout Portlets |
General Labor Effort Note: Team Utilization granted above for the PMO-Project Status Portlets is also required for the Project Default Layout Portlets. |
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Other Portlets – CA Clarity PPM |
Action Items My Projects My Reports |
Members of the PMO System Administrator group manage the system by having all global rights to access features and edit all records in the system.
Members of the PMO Team Member group create and submit timesheets.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
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Global |
General |
Account Settings – Navigate Organizer – Access |
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Project Management |
Projects – Navigate |
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Resource Management |
Resource - View – All |
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Timesheet Management |
Timesheet Navigate |
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Instance (Portlet – View) |
Other Portlets – CA Clarity PPM |
Action Items My Projects |
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Other Portlets – PMO Accelerator |
My Timesheets |
Members of the PMO Timesheet Administrator group manage timesheet approval; submit and approve all timesheets.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings – Navigate Organizer – Access Reports – Access |
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Resource Management |
Resource - View – All |
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Timesheet Management |
Timesheet Navigate Timesheet - Edit All Timesheet - Approval All |
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Instance(Portlet – View) |
Other Portlets – CA Clarity PPM |
Action Items My Projects My Reports |
Members of the PMO Vendor Management group access vendor related reports and views.
The following are the access rights included with this group.
|
Type |
Area |
Access Right |
|---|---|---|
|
Global |
General |
Account Settings – Navigate Organizer – Access Reports – Access |
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Project Management |
Projects – Navigate |
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Instance (Portlet – View) |
Other Portlets – CA Clarity PPM |
Action Items My Projects My Reports |
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Copyright © 2013 CA.
All rights reserved.
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