This section contains the following topics:
Late Tasks and Milestones Portlet
Project Cycle Time Analysis Portlet
Project Document Review Portlet
Project Lifecycle Review Portlet
Resource Utilization Percentage by Month Portlet
Team Member Task Summary Portlet
This section contains additional portlets that are included with the PMO Accelerator add-in, but are not included on any pages after the installation. You can use Studio to add the portlets and CA Clarity PPM pages.
Contact your CA Clarity PPM administrator or see the Administration Guide for more information.
The Late Tasks and Milestones portlet provides a list of late tasks and milestones for a project and includes a Gantt chart. Use this portlet to view a list of tasks that are not completed or late.
You can configure the Late Tasks and Milestones portlet to display on a project Dashboard.
The following fields display on this portlet:
Displays the name of the task. Click a task name link to view the task properties.
Displays the ID of the task.
Displays the task finish date.
Displays the task status (Not Started, Started, or Completed).
Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
The calculation takes into account the task status and baseline (if a baseline exists). The color of the stoplight indicates if the task is on schedule or late.
Stoplights:
Displays the number of days late considering the following:
If a baseline exists, then days late is calculated as task finish date minus baseline finish date. A positive number indicates that the task is late according to the baseline. A negative number indicates that it is early according to the baseline.
If a baseline exists and the task finish date is the same as the baseline finish date, then the task is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus task finish date.
If there is no baseline, then days late is calculated if the task is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus task finish date.
Displays a Gantt chart that shows the start and finish dates of the tasks and finish dates of the milestones. The color of the Gantt is based on the schedule percentage as follows:
The following fields are available for this portlet and you can add them through the configure option:
For more information, see the Basics User Guide.
Displays the task start date.
Displays the baseline start date of the task.
Displays the baseline finish date of the task.
Displays a stoplight indicating the number of days a task is late, considering the task status and whether or not a baseline exists for the task. The color of the stoplight indicates if the task is on schedule or late.
Stoplights:
Displays days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
The calculation takes into account the task status and baseline (if a baseline exists).
The My Timesheets portlet displays the status of your timesheets for open time periods. Use this portlet to view a list of your timesheets that are current, submitted, or late.
The following fields display on this portlet:
Displays the timesheet icon. Click the icon to go to the timesheet page for the corresponding resource.
Displays the timesheet period start date.
Displays the timesheet period end date.
Displays the timesheet status.
Displays an icon indicating the timesheet status.
The following fields are available for this portlet and you can add them by configuring the portlet in Administration. This portlet has the Allow Configuration option unchecked; therefore, end users will not be able to configure the portlet unless an administrator changes this option so the portlet is configurable.
For more information, see the Basics User Guide.
Indicates if an action is required when the timesheet is not current.
Displays the number of days for the time period and is useful if the number of days in your time periods vary.
Indicates if the time period is a weekend; usually two days.
The Process Bottlenecks portlet displays initiated processes and indicates how long an assigned resource took to respond to each process milestone step. Use this portlet to analyze if an action is taking longer than the required time and to reevaluate internal processes.
To view this portlet, select a process type from the filter at the top of the portlet. Verify the following:
For more information, see the Administration Guide.
The following fields appear on this portlet:
Displays the name of the process.
Displays the process instance name.
Displays the flow diagram icon. Click this icon to display the process flow diagram.
Displays the name of the person that initiated the process.
Displays a stoplight indicating the process step status, for each process milestone step.
Stoplights:
Displays the duration and the reviewer names, for each process milestone step.
The Project Analysis portlet provides program managers with a view into the projects and tasks that are part of the program. Use this portlet to analyze the schedule of ongoing projects in the program.
You can configure this portlet to display on a program dashboard. This portlet does not display any data if it is placed on a page that is not a dashboard tab on the program object.
The following fields display on this portlet:
Displays the project name with the associated tasks under it. Click the project name to view all tasks for a project. Click a project name to view the project properties or a task name to view the task properties.
Displays an icon that links to the project team staff page.
Displays the project manager name.
Displays the stage in the lifecycle of the project.
Displays the start date of the project or task.
Displays the finish date of the project or task.
Displays a stoplight indicating the overall status of each project, based on the status report with the most recent report date and a report status of final or no value selected.
Stoplights:
Displays the following:
The calculation takes into account the task status and baseline (if one exists). The color of the stoplight indicates if the task is on schedule or late.
Stoplights:
Displays the number of days late considering the following:
If a baseline exists, then days late is calculated as project or task finish date minus baseline finish date. A positive number indicates that the project or task is late according to the baseline. A negative number indicates that it is early according to the baseline.
If a baseline exists and the project or task finish date is the same as the baseline finish date, then the project or task is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project or task finish date.
If there is no baseline, then days late is calculated if the project or task is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project or task finish date.
Displays a Gantt chart that shows the start and finish dates of the projects and tasks. The color of the Gantt bars is based on the schedule percentage as follows:
The following fields are available for this portlet and you can add them through the configure option:
For more information, see the Basics User Guide.
Displays the baseline start date of the project or task.
Displays the baseline finish date of the project or task.
Displays how well the project aligns to the organization business goal. The higher the business alignment value is, the stronger the alignment.
Stoplights:
Displays a stoplight that shows the status of each project based on its status indicator.
Source: Schedule & Performance project properties page.
Stoplights:
The calculation takes into account the task status and baseline (if a baseline exists).
Displays a stoplight indicating the number of days a project or task is late, considering the following:
The color of the stoplight indicates if the project or task is on schedule or late.
Stoplights:
The Project Cycle Time Analysis portlet displays the number of days spent in each project phase illustrated as a bar graph. Use this portlet to compare time spent in each phase for projects based on the same methodology. The project templates installed with the PMO Accelerator add-in are considered project methodologies. To use this portlet, select a methodology.
Follow these steps:
The project settings page appears.
By default, the bar graph displays duration of each project phase in the methodology. The X-axis shows the duration in days. The Y-axis shows the corresponding project phase. The length of each bar in the graph represents the distribution of project duration by phase. Click one of the bars to open the properties page of the specific project. Click a graph legend entry to exclude that group from the graph.
The Project Document Review portlet displays project documents, including links to the documents and folder locations. Use this portlet to review documents for specific projects or across projects by filtering on OBS or project manager. From this portlet, you can open documents directly from the portlet to view them or navigate to the folder containing the document to perform other actions.
The following fields display on this portlet:
Displays the project name. Click a project name to view the properties page of the project.
Displays the project manager.
Displays an icon that links to the folder location of the document.
Displays the document name. Click on the document link to open the document.
Displays a stoplight that indicates the status of the document.
Displays the document category.
Displays the document owner.
Displays the date the document was created.
Displays the date the document was last updated.
Displays the version number of the document.
Displays the last revision comments entered for the document.
The following fields are available for this portlet and you can add them through the configure option:
For more information, see the Basics User Guide.
The Project Lifecycle Review portlet displays the schedule status of each project phase. Use this portlet for a phase schedule overview of projects based on the same project methodology.
To use this portlet, select a methodology.
Follow these steps:
The project settings page appears.
The portlet displays the following fields:
Displays an icon that links to the project dashboard.
Displays the name of the project. Click a project name link to go to the properties page of the project.
Displays the name of the project manager.
Displays the stage of the project lifecycle as a progress bar. The gray squares indicate completed stages and the current stage is represented as a color, based on the Business Alignment of the investment.
Displays the project start date.
Displays the project finish date.
Displays a stoplight indicating days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the phase status and baseline (if a baseline exists). The color of the stoplight indicates if the phase is on schedule or late.
Stoplights:
The following fields are available for this portlet and you can add them through the configure option:
For more information, see the Basics User Guide.
Displays how well the project aligns to the organization business goal. The higher the business alignment value is, the stronger the alignment.
Stoplights:
Displays the stage in the lifecycle of the project.
Displays the number of days late considering the following:
If a baseline exists, then days late is calculated as phase finish date minus baseline finish date. A positive number indicates that the phase is late according to the baseline. A negative number indicates that it is early according to the baseline.
If a baseline exists and the phase finish date is the same as the baseline finish date, then the phase is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus phase finish date.
If there is no baseline, then days late is calculated if the phase is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus phase finish date.
Displays a stoplight indicating the number of days a phase is late, considering the phase status and whether or not a baseline exists for the phase. The color of the stoplight indicates if the phase is on schedule or late.
Stoplights:
Displays days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the phase status and baseline (if a baseline exists).
Displays a stoplight for the phase status.
Stoplights:
The Resource Utilization Percentage by Month portlet displays resource assignments as a percentage of allocations by month, illustrated in a column graph. Use this portlet to verify that all resources assigned to the projects are fully utilized.
You can configure this portlet to display on a program dashboard.
The X-axis of the column graph is months, starting with the current month. The Y-axis of the graph displays resource utilization as a percentage. You can configure the graph to display resource allocation and assignment hours on the Y-axis.
The Team Member Task Summary portlet displays resource assignments, ETC, pending actuals, and actuals for project tasks. Use the portlet to analyze task schedule by resource and review estimates and actuals.
You can configure this portlet to display on a project dashboard.
The following fields display on this portlet:
Displays an icon that links to the project dashboard.
Displays the name of the project. Click a project name link to go to the properties page of the project.
Displays the name of the task. Click a task name to view the task properties.
Displays the guidelines icon if the task has a valid URL as a guideline or a guideline is set up for the site. Click the icon to go to the guidelines page. This page defines the file path and file name for the guidelines your organization follows for this task.
Displays the resource or role assigned to the task. Click a resource or role name link to view the properties.
Displays a stoplight that indicates the priority status of a task.
Indicates the status of the task.
Values: Not Started, Started, or Completed
Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
The calculation takes into account the task status and baseline (if a baseline exists). The color of the stoplight indicates if the task is on schedule or late.
Stoplights:
Displays the number of days late considering the following:
If a baseline exists, then days late is calculated as task finish date minus baseline finish date. A positive number indicates that the task is late according to the baseline. A negative number indicates that it is early according to the baseline.
If a baseline exists and the task finish date is the same as the baseline finish date, then the task is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus task finish date.
If there is no baseline, then days late is calculated if the task is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus task finish date.
Defines the number of hours estimated to complete a task. Once a task is started, ETC reflects the number of remaining hours estimated to complete it.
Displays the amount of unposted actuals for the task.
Defines the total number of hours submitted and posted for the task.
Displays a Gantt chart that shows the start and finish dates of the assignments. The color of the Gantt bars is based on the schedule percentage as follows:
The following fields are available for this portlet and you can add them using the configure option.
For more information, see the Basics User Guide.
Displays the start date of the assignment.
Displays the finish date of the assignment.
Displays the project ID, which is the identifier of the project.
Displays days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
The calculation takes into account the task status and baseline (if a baseline exists).
Displays a stoplight indicating the number of days a task is late, considering the task status and whether or not a baseline exists for the task. The color of the stoplight indicates if the task is on schedule or late.
Stoplights:
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