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Access Groups

This section contains the following topics:

About Access Groups

PMO Executive Viewer

PMO Executive Viewer Extended

PMO Financial Administrator

PMO Idea Creator

PMO Idea Reviewer

PMO Investment Creator

PMO Investment Viewer Extended

PMO Portfolio Manager

PMO Program Manager

PMO Project Creator

PMO Project Manager

PMO Project Manager Extended

PMO Project Viewer

PMO Resource Administrator

PMO Resource Manager

PMO Resource Manager Extended

PMO System Administrator

PMO Team Member

PMO Timesheet Administrator

PMO Vendor Management

About Access Groups

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.

PMO Executive Viewer

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

PMO Executive Viewer Extended

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

PMO Financial Administrator

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

PMO Idea Creator

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

PMO Idea Reviewer

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

PMO Investment Creator

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

PMO Investment Viewer Extended

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

PMO Portfolio Manager

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

PMO Program Manager

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

PMO Project Creator

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

PMO Project Manager

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

PMO Project Manager Extended

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

PMO Project Viewer

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

PMO Resource Administrator

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

 

Other Portlets – CA Clarity PPM

Action Items

My Projects

My Reports

PMO Resource Manager

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.

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

 

Resource Management

Resource - View - All

Resource - Hard Book All

Resource - Soft Book 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

 

PMO-Project Status Portlets

Team Utilization

 

PMO-Project Storyboard Portlets

Team Capacity

 

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

PMO Resource Manager Extended

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

 

Project Management

Projects - Navigate

Project - View Management - All

Project - View Financial - All

 

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

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 Overview

 

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.

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

 

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

Team Utilization

 

PMO-Project Storyboard Portlets

Team Capacity

 

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

PMO System Administrator

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.

PMO Team Member

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

Global

General

Account Settings – Navigate

Organizer – Access

 

Project Management

Projects – Navigate

 

Resource Management

Resource - View – All

 

Timesheet Management

Timesheet Navigate

Instance (Portlet – View)

Other Portlets – CA Clarity PPM

Action Items

My Projects

 

Other Portlets – PMO Accelerator

My Timesheets

PMO Timesheet Administrator

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

 

Resource Management

Resource - View – All

 

Timesheet Management

Timesheet Navigate

Timesheet - Edit All

Timesheet - Approval All

Instance(Portlet – View)

Other Portlets – CA Clarity PPM

Action Items

My Projects

My Reports

PMO Vendor Management

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

 

Project Management

Projects – Navigate

Instance (Portlet – View)

Other Portlets – CA Clarity PPM

Action Items

My Projects

My Reports