PMO Accelerator Object Views

This section contains the following topics:

About PMO Accelerator Object Views

Assignment

Baseline

Change Request

Cost and Benefit Plan

GL Allocation and Resource Credit

About PMO Accelerator Object Views

An object view determines how information displays for that object on a page. The following object views are available in CA Clarity PPM:

Properties View. This view displays and allows users to enter information about an object.
List Column View. This view displays information about object instances in rows and columns.
List Filter View. This view is a section that appears at the top of a list column view and allows users to search for and filter information.

When you install the PMO Accelerator, some object views are reinstalled to display information in a different way than the default CA Clarity PPM installation.

If you previously used CA Clarity PPM Studio to configure the CA Clarity PPM views, these configurations do not change. They are not overwritten by new or changed content during the PMO installation. Use the information provided in this section to compare the PMO views with the default CA Clarity PPM views. You can then decide whether to change your existing CA Clarity PPM configurations, or to apply the new PMO content.

Assignment

The following table shows all assignment views that are modified in the PMO Accelerator.

Object Name	View
Assignment	Assignment Properties (Edit)
	Task Assignment List

To apply the Task Assignment List view, also apply the Assignment Properties view. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator Assignment views.

Assignment Properties

To view assignment properties, open a task of a project and click the Properties icon in the Assignments section. The Properties page appears by default.

General

Contains general information about assignments that are organized into the following sections: General and ETC Detail.

General: This section includes: Resource, Role, Start, Finish, ETC, Actuals, EAC, Status, Loading Pattern, Baseline Start, Baseline Finish, Pending ETC, Pending Actuals, and Actuals Thru.
ETC Detail: This section is not modified in the PMO Accelerator.

Assignment List Views

To view an assignment list:

Open Home.
From the menu, click an investment type, such as Projects.
Click the Tasks tab.
Select a task that contains assignments.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the assignment by clicking the Properties icon.
- Link to the properties page for the resources or roles by clicking the name of the resources or roles.
- View the Resource, Role, Loading Pattern, Start, Finish, Actuals, Actual Cost (ACWP), ETC, and EAC.
- View a Time-Scaled Value displaying the ETC for each assignment for a seven-week period, starting with the current week.

Baseline

The following table shows all baseline views that are modified in the PMO Accelerator.

Object Name	View
Baseline	Baseline Revision Properties (Create and Edit)
	Baseline Revision List
	Baseline Revision Filter

To apply the Baseline Revision List view, also apply the Baseline Revision Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator Baseline views.

Baseline Properties

To view baseline properties, open a baseline revision of an investment. The Properties page appears by default.

General

Contains general information about baseline revisions that are organized into the following sections: General, Baseline Effort and Cost, and Performance Against Current Baseline.

General: This section includes: Revision Name, Revision ID, Description, Baseline Start, Baseline Finish, and Current Revision check box.
Baseline Effort and Cost: This section includes: BAC and BAC Cost.
Performance Against Current Baseline: This section includes: Planned Value (BCWS), Earned Value (BCWP), Actual Cost (ACWP), Cost Variance (CV), Schedule Variance (SV), Cost Performance Index (CPI) and Schedule Performance Index (SPI).

Baseline List Views

To view a list of baselines:

Open Home.
From the menu click an investment type, such as Projects.
Select a project.
From the properties content menu, click Baseline.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the baseline by clicking the name of the baseline revision.
- View the Revision Name, Revision ID, Current Revision check box, Baseline Start, Baseline Finish, BAC, and BAC Cost. The Current Revision is highlighted in the list.

Baseline Filter Views

By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.

From this view, you can do the following:

Filter by Revision Name, Revision ID, Current Revision, Baseline Start, and Baseline Finish.
Note: By default, Current Revision is set to All.

Change Request

The following table shows all change request views that are modified in the PMO Accelerator.

Object Name	View
Change Request	Change Request Properties (Create and Edit)
	Change Request List
	Change Request Filter

To apply the Change Request List view, also apply the Change Request Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator Change Request views.

Change Request Properties

To view change request properties, open a change request of a project. The General page appears by default.

General

This page contains general information about change requests and is organized into the following sections: General, Details, and Assessment.

General: This section includes: Change Request Name, Change Request ID, Description, Category, Priority, Originating Issue or Risk (displays if change request is created from an issue or risk), Status, Owner, Reasons, and Next Review Date.
Details: This section includes: Document, Impact on Baseline, Impact on Other Projects, Change in Cost, Change in Schedule, Change in Resources, Expected Close Date, Benefits, Close Date, Last Updated Date, Last Updated By, Created Date, and Created By.
Assessment: This section includes: Assessor, Date Assessed, Approved By, and Date Approved.

Change Request List Views

To view a list of change requests:

Open Home.
From the menu, click Projects.
Open a project.
The Properties page appears.
Click the Risks/Issues/Changes tab.
Select Change Request from the drop down menu.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the change request by clicking the change request name.
- View the Change Request, Category, Priority, Status, Owner, Expected Close Date, and Last Updated Date.

Change Request Filter Views

From this view, you can do the following:

Filter by Change Request Name, Change Request ID, Category, Priority, Status, and Owner. By default, Category, Priority, and Status are set to All.

Cost and Benefit Plan

The following table shows all cost plan and benefit plan views that are modified in the PMO Accelerator.

Object Name	View
Benefit Plan	Benefit Plan Properties (Create and Edit)
	Benefit Plan List
	Benefit Plan Filter
Benefit Plan Detail	Benefit Plan Detail Properties (Create and Edit)
	Benefit Plan Detail List
	Idea Benefit Plan Detail List
	Benefit Plan Detail Filter
	Idea Benefit Plan Detail Filter
Cost Plan	Cost Plan Properties (Create and Edit)
	Cost Plan List
	Cost Plan Filter
	Budget List
	Budget Filter
Cost Plan Detail	Cost Plan Detail Properties (Create and Edit)
	Cost Plan Detail List
	Cost Plan Billing Detail List
	Cost Plan Detail Filter
	Budget Plan Detail Filter

To apply the Cost Plan and Benefit Plan List views, also apply the Cost Plan and Benefit Plan Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator Cost Plan and Benefit Plan views.

Cost and Benefit Plan Properties

To view cost and benefit plan properties, open a cost or benefit plan of an investment and click the Properties icon. The Properties page appears by default.

Benefit Plan: This page includes: Plan Name, Plan ID, Description, Period Type, Start Period, and Finish Period.
Benefit Plan Details: This page includes: Description, Benefit Class, and Benefit Subclass. The Benefit Class and Benefit Subclass are installed with the PMO Accelerator.
Cost and Budget Plan: This page includes: Plan Name, Plan ID, Description, Period Type, Start Period, Finish Period, Benefit Plan, Currency, Plan of Record check box, Status, and Grouping Attributes.
Submit Cost Plan to Budget: This page includes: Plan Name, Plan ID, Description, Period Type, Start Period, Finish Period, Benefit Plan, Submit Option, Currency, Plan of Record check box, Status, and Grouping Attributes.
Cost and Budget Plan Details: This page includes the grouping attributes selected for the cost plan.

Cost and Benefit Plan List Views

To view a list of cost or benefit plans:

Open Home.
From the menu, click an investment type, such as Projects.
Click the Financial Plans tab.
Select Cost Plans, Benefit Plans, or Budget Plans from the drop-down list.
The List Column view appears by default. From this view, you can do the following:
Benefit Plan
- Link to the properties page for the benefit plan by clicking the Properties icon.
- Link to the detail list page for the benefit plan by clicking the name of the benefit plan.
- View the Plan Name, Period Type, Start Period, Finish Period, and Planned Benefit.
Benefit Plan Details and Idea Benefit Plan Details
- View the Benefit Class, Benefit Subclass, Description, Benefit Total, Realized Benefit, and Benefit Variance.
- View a Time-Scaled Value displaying Benefit, Realized Benefit, and Benefit Variance for each plan detail entry, starting with the plan start period.
Cost Plan
- Link to the properties page for the cost plan by clicking the Properties icon.
- Link to the detail list page for the cost plan by clicking the name of the cost plan.
- Link to the properties page for the benefit plan by clicking the name of the benefit plan.
- View the Plan Name, Set as Plan of Record, Plan of Record check box, Period Type, Start Period, Finish Period, Planned Cost, and Benefit Plan. The Plan of Record is highlighted in the list.
Budget Plan
- Link to the properties page for the budget plan by clicking the Properties icon.
- Link to the detail list page for the budget plan by clicking the name of the budget plan.
- Link to the properties page for the benefit plan by clicking the name of the benefit plan.
- View the Budget Name, Current check box, Status, Revision, Period Type, Start Period, Finish Period, Budget Cost, and Benefit Plan. The Plan of Record is highlighted in the list.
Cost and Budget Plan Details - Investment Currency View
- View the selected grouping attributes such as: Cost Type, Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1, and User Value 2.
- View the Cost Total, Actual Cost, and Cost Variance.
- View a Time-Scaled Value displaying Cost, Actual Cost, and Cost Variance for each plan detail entry, starting with the plan start period.
Cost and Budget Plan Details – Billing Currency View
- View the selected grouping attributes such as: Cost Type, Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1, and User Value 2.
- View the Units Total, Billing Cost Total, and Billing Revenue Total.
- View a Time-Scaled Value displaying Units, Billing Cost, and Billing Revenue for each plan detail entry, starting with the plan start period.

Cost and Benefit Plan Filter Views

From this view, you can do the following:

Financial Plans

For benefit plans, filter by Plan Name, Plan ID, Start Period, and Finish Period.
For cost plans, filter by Plan Name, Plan ID, Plan of Record, Start Period, and Finish Period. By default, Plan of Record is set to All.
For budget plans, filter by Budget Name, Budget ID, Current, Status, Start Period, and Finish Period. By default, Current is set to All.

Financial Plan Details

For benefit plan details and idea benefit plan details, filter by Benefit Class, Benefit Subclass, and Description. By default, Benefit Class and Benefit Subclass are set to All.
For cost plan details, filter by Cost Type, Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1 and User Value 2. By default, Cost Type, Charge Code, Transaction Class, Resource Class and Input Type Code are set to All.
For budget plan details, filter by Cost Type, Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1 and User Value 2. By default, Cost Type, Charge Code, Transaction Class, Resource Class and Input Type Code are set to All.

GL Allocation and Resource Credit

The following table shows all GL allocation and resource credit views that are modified in the PMO Accelerator.

Object Name	View
GL Allocation	GL Allocation Debits Properties (Create and Edit)
	Standard Rule Debits Properties (Create and Edit)
	Debit Rule List
	Debit Rule Filter
	Standard Rule List
	Standard Rule Filter
GL Allocation Detail	Overhead Rule Detail Properties (Create and Edit)
	Overhead Rule Detail List
	Overhead Rule Detail Filter
	Debit Rule Detail List
	Standard Rule Detail List
Resource Credit	Resource Credit Properties (Create and Edit)
	Resource Credit List
	Resource Credit Filter
Resource Credit Detail	Resource Credit Detail List

To apply the GL Allocation and Resource Credit List views, also apply the GL Allocation and Resource Credit Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator GL Allocation and Resource Credit views.

GL Allocation and Resource Credit Properties

Properties view lets you define base information about chargeback rules, such as debit, standard, overhead, and credit rules. To view chargeback properties, open a debit rule of an investment or navigate to Administration and open a standard, overhead, or credit rule. The Properties page appears by default.

GL Allocation Debit Rules: This page includes: Chargeback Description, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, Status, Allocation Code, and Charge Remainder to Overhead check box.
Standard Rules: This page includes: Chargeback Description, Entity, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, Status, Allocation Code, and Charge Remainder to Overhead check box.
Resource Credit Rules: This page includes: Credit Rule Description, Entity, Department, Location, Transaction Class, Resource Class, Status, and Resource Credit Code.
Debit Rule Details: This page includes: GL Account and Department.
Standard Rule Details: This page includes: GL Account and Department.
Resource Credit Rule Details: This page includes: GL Account and Department.
Overhead Rule Details: This page includes: GL Account, Entity, and Department.

GL Allocation and Resource Credit List Views

To view a list of debit rules:

Open Home.
From the menu, click an investment type, such as Projects.
Click the Chargebacks tab.
Select Debit Rules from the drop-down list.
The List Column view appears by default. From this view, you can do the following:
Debit Rules
- Link to the properties page for the debit rule by clicking the Properties icon.
- Link to the debit rule details list page by clicking the chargeback description.
- View the Chargeback Description, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, and Status.
Debit Rule Details
- Link to the debit rule detail properties page by clicking the GL Account.
- View the GL Account and Department.
- View a Time-Scaled Value displaying allocation percentage by period.

To view a list of standard, overhead, or credit rules:

Open Administration.
From Chargebacks, click Standard Rules, Overhead Rules, or Credit Rules.
The List Column view appears by default. From this view, you can do the following:
Standard Rules
- Link to the properties page for the standard rule by clicking the Properties icon.
- Link to the standard rule details list page by clicking the chargeback description.
- View the Chargeback Description, Entity, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, and Status.
Standard Rule Details
- Link to the standard rule detail properties page by clicking the GL Account.
- View the GL Account and Department.
- View a Time-Scaled Value displaying allocation percentage by period.
Credit Rules
- Link to the properties page for the credit rule by clicking the Properties icon.
- Link to the credit rule details list page by clicking the credit rule description.
- View the Credit Rule Description, Entity, Department, Location, Transaction Class, Resource Class, and Status.
Credit Rule Details
- Link to the credit rule detail properties page by clicking the GL Account.
- View the GL Account and Department.
- View a Time-Scaled Value displaying allocation percentage by period.
Overhead Rule Details
- Link to the overhead rule detail properties page by clicking the GL Account.
- View the GL Account, Entity and Department.
- View a Time-Scaled Value displaying allocation percentage by period.

GL Allocation and Resource Credit Filter Views

From this view, you can do the following:

Debit Rules

Filter by Chargeback Description, Charge Code, Transaction Class, Input Type Code, Status, User Value 1, and User Value 2. By default, Charge Code, Input Type Code, Status, User Value 1, and User Value 2 are set to All.

Standard Rules

Filter by Chargeback Description, Entity, Charge Code, Transaction Class, Input Type Code, Status, User Value 1, and User Value 2. By default, Charge Code, Input Type Code, Status, User Value 1, and User Value 2 are set to All.

Credit Rules

Filter by Credit Rule Description, Entity, Department, Location, Status, Transaction Class, and Resource Class. By default, Status is set to All.

Overhead Rules

Filter by GL Account and Department.

Investments

The following table shows all investment views that are modified in the PMO Accelerator:

Object Name	View
Application	Application Properties (Create and Edit)
	Application List
	Application Filter
Asset	Asset Properties (Create and Edit)
	Asset List
	Asset Filter
Idea	Idea Properties (Create and Edit)
	Idea List
	Idea Filter
Other Work	Other Work Properties (Create and Edit)
	Other Work List
	Other Work Filter
Product	Product Properties (Create and Edit)
	Product List
	Product Filter
Service	Service Properties (Create and Edit)
	Services List
	Services Filter
	Service Subscriptions List (Departments)
	Service Subscriptions Filter (Departments)
	Service Subscriptions List (Add)
	Service Subscriptions Filter (Add)

To apply the Investment List views, also apply the corresponding Investment Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator Investment views.

Investment Properties

To view main properties, open an investment. The Summary page appears by default. You can also access other properties pages by clicking the links from the content menu.

Application Summary

This page includes: Application Name, Application ID, Description, Manager, Category, Platform, Technology, Version, Status, Progress, Work Status, Stage, Start Date, and Finish Date.

Asset Summary

This page includes: Asset Name, Asset ID, Description, Manager, Category, Status, Progress, Work Status, Stage, Start Date, and Finish Date.

Idea Summary

This page includes: Subject, Idea ID, Idea Type, Idea Category, Idea Priority, Fast Track checkbox, Objective, Status, Progress, Work Status, Requestor, Business Owner, Manager, Start Date, and Finish Date.

For information about how Fast Track affects the Idea Review process, see How to Work with the Idea Review Process.

Other Work Summary

This page includes: Other Work Name, Other Work ID, Description, Manager, Category, Status, Progress, Stage, Start Date, and Finish Date.

Product Summary

This page includes: Product Name, Product ID, Description, Manager, Category, Version, Status, Progress, Work Status, Stage, Start Date, and Finish Date.

Service Summary

This page includes: Service Name, Service ID, Description, Manager, Status, Progress, Work Status, Stage, Start Date, and Finish Date.

Description

This page is only available for Ideas. The Description page includes: Description, Impact on Existing Initiatives, Dependencies, Risks, Benefit Description, and General Notes.

Schedule & Performance

This page is organized into the following sections: Schedule and Performance. This page is not available for Ideas.

Schedule: This section includes: Start Date, Finish Date, Status Indicator, and Priority.
Performance: This section includes: Actuals, ETC, EAC, Number of Incidents, Incident Actual Effort, Incident Actual Cost, and Incident Currency. Information about incidents is not available for Services.

Alignment & Risk

This page is organized into the following sections: Alignment and Risk and Alignment Factors.

Alignment and Risk

This section includes: Business Alignment, Risk, Goal, and Required check box.

Alignment Factors

This section includes: Corporate Priority, Business Unit Priority, Regulatory Compliance, Architectural Fit, Commercial Value, and Technology Compliance.

For information about the Business Alignment that is installed with the PMO Accelerator, see About Business Alignment and Status Reports.

Financial Summary

This page is organized into the following sections: Financial Investment Rate Options and Financial Plan Summary.

Financial Investment Rate Options: This section includes: Use System Total Cost of Capital Rate check box, System Total Cost of Capital Rate, Override Total Cost of Capital Rate, Initial Investment, Use System Reinvestment Rate check box, System Reinvestment Rate, and Override Reinvestment Rate.
Financial Plan Summary: This section includes: Calculate Financial Metrics check box, Planned Cost, Planned Capital Cost, Planned Capital %, Planned Operating Cost, Planned Operating %, Planned Cost Start, Planned Cost Finish, Planned Benefit, Planned Benefit Start, Planned Benefit Finish, Planned NPV, Planned ROI, Planned Breakeven, Planned IRR, Planned MIRR, Planned Payback Period (Months), Currency, Budget equals Planned check box, Budgeted Cost, Budgeted Capital Cost, Budgeted Capital %, Budgeted Operating Cost, Budgeted Operating %, Budgeted Cost Start, Budgeted Cost Finish, Budgeted Benefit, Budgeted Benefit Start, Budgeted Benefit Finish, Budgeted NPV, Budgeted ROI, Budgeted Breakeven, Budgeted IRR, Budgeted MIRR, Budgeted Payback Period (Months).

Settings

This page contains all of the investment settings organized into the following sections: General, Time and Staff, Financial, Labor Transaction Matrix, Material Transaction Matrix, Equipment Transaction Matrix, and Expense Transaction Matrix.

General: This section includes: Dashboard View and Active check box.
Time and Staff: This section includes: Track Mode, Open for Time Entry check box, and Default Resource OBS Unit.
Financial: This section includes: Billing Currency, Department, Location, Charge Code, Financial Status, Cost Type, WIP Class (except Ideas), Investment Class (except Ideas), and Set Planned Cost Dates check box.
Labor, Material, Equipment, and Expense Transaction Matrix: These sections include: Rate Source, Cost Source, and Exchange Rate Type. These sections are not available for Ideas.

Note: You can secure the Settings page and control which users are allowed to change investment settings.

Investment List Views

To view a list of investments:

Open Home.
From the menu, click an investment type, such as Projects.
The List Column view appears by default. From this view, you can do the following:
Application
- Link to the properties page for the application by clicking the application name.
- View the Application, Manager, Stage, Category, Platform, Technology, Version, Start, Finish, and Planned Cost.
Asset
- Link to the properties page for the asset by clicking the asset name.
- View the Asset, Manager, Stage, Category, Start, Finish, and Planned Cost.
Idea
- Link to the properties page for the idea by clicking the idea name.
- View the Subject, Idea Type, Idea Category, Idea Priority, Start Date, Planned Cost, Planned Benefit, Planned NPV, Planned ROI, and Status.
Other Work
- Link to the properties page for the other work name.
- View the Other Work, Manager, Category, Start, Finish, and Planned Cost.
Product
- Link to the properties page for a product by clicking the product name.
- View the Product, Manager, Stage, Category, Version, Start, Finish, and Planned Cost.
Service
- Link to the properties page for a service by clicking the service name.
- Link to the hierarchy page for a service by clicking the Hierarchy icon.
- Link to the subscriptions page for a service by clicking the Subscription icon.
- View the Service, Manager, Stage, Start, Finish, and Planned Cost.
Note: Approved investments are highlighted in the list.

To view a list of service subscriptions:

Open Home.
From the menu, click Departments.
Select a department and click the Subscriptions tab.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the subscription by clicking the Properties icon.
- Link to the properties page for the service by clicking the name of the service.
- View the Service Subscription, ID, Description, Start Date, and Finish Date.

To view a list of services you can add as a department subscription, click Add. The List Column view appears by default. From this view, you can do the following:

Link to the properties page for the service by clicking the name of the service.
View the Service, ID, Manager, Start Date, and Finish Date.

Investment Filter Views

From this view, you can do the following:

Applications

Filter by Application Name, Application ID, OBS Unit, OBS Unit – Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.

Assets

Filter by Asset Name, Asset ID, OBS Unit, OBS Unit – Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.

Ideas

Filter by Idea Subject, Idea ID, OBS Unit, OBS Unit – Filter Mode, Idea Type, Idea Category, Requestor, Planned ROI, Idea Priority, Status, and Active. By default, Idea Type, Idea Category, Idea Priority, and Status are set to All, and Active is set to Yes.

Other Work

Filter by Other Work Name, Other Work ID, OBS Unit, OBS Unit – Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.

Products

Filter by Product Name, Product ID, OBS Unit, OBS Unit – Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.

Services

Filter by Service Name, Service ID, OBS Unit, OBS Unit – Filter Mode, Manager, Stage, Approved Status, and Active. By default, Approved Status is set to All, and Active is set to Yes.

To filter a list of service subscriptions:

Open Home.
From the menu, click Departments.
Select a department and click the Subscriptions tab.
The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
- Filter by Service Name, Service ID, OBS Unit, OBS Unit – Filter Mode, Manager, Start Date, and Finish Date.

To view a list of services you can add as a department subscription, click Add. From this view, you can do the following:

Filter by Service Name, Service ID, OBS Unit, OBS Unit – Filter Mode, Manager, Start Date, and Finish Date.

Issue

The following table shows all issue views that are modified in the PMO Accelerator.

Object Name	View
Issue	Issue Properties (Create and Edit)
	Issue List
	Issue Filter
	Associated Issues List

To apply the Issue List view, also apply the Issue Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator Issue views.

Issue Properties

To view issue properties, open an issue of a project. The General page appears by default.

General

This page contains general information about issues and is organized into the General section.

General: This section includes: Issue Name, Issue ID, Description, Category, Priority, Originating Risk or Change Request (displays if issue is created from a risk or change request), Resolution, Status, Owner, Document, Impact Date, Target Resolution Date, Resolution Date (displays if status is resolved), Resolved By (displays if status is resolved), Last Updated Date, Last Updated By, Created Date, and Created By.

Issue List Views

To view a list of issues:

Open Home.
From the menu, click Projects.
Open a project.
The Properties page appears.
Click the Risks/Issues/Changes tab.
Select Issues from the drop down menu.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the issue by clicking the issue name.
- View the Issue, Category, Priority, Status, Owner, Target Resolution Date, and Last Updated Date.

To view a list of issues associated to a task:

Open Home.
From the menu, click Projects.
Open a project.
The Properties page appears.
Click the Task tab.
Open a task.
Click the Associated Risks/Issues tab.
Select Issues from the drop down menu
The List Column view appears by default. From this view, you can do the following:
- View the Issue, Issue ID, Category, Priority, Status, Owner, Target Resolution Date, and Last Updated Date.

Issue Filter Views

From this view, you can do the following:

Filter by Issue Name, Issue ID, Category, Priority, Status, and Owner. By default, Category, Priority, and Status are set to All.

Project

The following table shows all project and program views that are modified in the PMO Accelerator.

Object Name	View
Project	Project Properties (Create and Edit)
	Project List
	Project Filter
	Program Properties (Create and Edit)
	Program List
	Program Filter
	My Projects
	Subproject Selection List
	Subproject Selection Filter
	Project Templates Filter
	Project Release Filter
	Project Requirement Filter

To apply the Project List view, also apply the corresponding Project Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator Project views.

Project Properties

To view main properties, open a project or program. The Summary page appears by default. You can also access other properties pages by clicking the links from the content menu.

Project Summary

This page is organized into the following sections: Project Summary and Stakeholders.

Project Summary: This section includes: Project Name, Project ID, Project Type, Project Category, Objective, Status, Progress, Work Status, Status Reporting, Stage, Start Date, and Finish Date.
Stakeholders: This section includes: Project Manager, Business Owner, Project Management Office, and Finance and Governance.

Program Summary

This page is organized into the following sections: Program Summary and Stakeholders.

Program Summary: This section includes: Program Name, Program ID, Objective, Status, Progress, Work Status, Status Reporting, Stage, Start Date, and Finish Date.
Stakeholders: This section includes: Program Manager, Business Owner, Project Management Office, and Finance and Governance.

Schedule & Performance

This page is organized into the following sections: Schedule, Performance Effort, and Performance Cost.

Schedule

(Projects) This section includes: Start Date, Finish Date, As Of Date, % Complete, Baseline Start, Baseline Finish, Status Indicator, and Priority.

(Programs) This section includes: Start Date, Finish Date, As Of Date, % Complete, Status Indicator, and Priority.

Performance Effort

This section includes: BAC, Actuals, ETC, EAC, Projected Effort Variance, Projected Effort Variance %, and % Expended.

Projected Effort Variance and Projected Effort Variance % are installed with the PMO Accelerator:

Projected Effort Variance

Displays the variance between EAC effort and baseline effort.

Formula: (EAC Effort – BAC Effort)

Projected Effort Variance %

Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.

Formula: ( (EAC Effort – BAC Effort) / BAC Effort) * 100

Stoplights:

Green. The EAC effort is less than or equal to the baseline.

Yellow. The EAC effort is between one and ten percent over the baseline.

Red. The EAC effort is more than ten percent over the baseline.

White. No baseline data exists.

Performance Cost

This section includes: Planned Value (BCWS), Earned Value (BCWP), Actual Cost (ACWP), BAC Cost, ETC Cost, EAC Cost, Projected Cost Variance, Projected Cost Variance %, Cost Variance (CV), Schedule Variance (SV), Cost Variance %, Schedule Variance %, Cost Performance Index (CPI), and Schedule Performance Index (SPI).

Projected Cost Variance, Projected Cost Variance %, Cost Variance %, and Schedule Variance % are installed with the PMO Accelerator.

Projected Cost Variance

Displays the variance between the estimated plus actual cost and the baseline cost.

Formula: ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost)

Projected Cost Variance %

Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.

Formula: ( ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100

Stoplights:

Green. The EAC cost is less than or equal to the baseline.

Yellow. The EAC cost is between one and ten percent over baseline.

Red. The EAC cost is more than ten percent over baseline.

White. No baseline data exists.

Cost Variance %

Displays cost variance as a percentage. The variance is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP).

Formula: ((BCWP – ACWP) / BCWP) * 100

Schedule Variance %

Displays schedule variance as a percentage. The variance is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS).

Formula: ((BCWP – BCWS) / BCWS) *100

Business Alignment

This page is organized into the following sections: Business Alignment, Alignment Factors, and Priority Categorization.

Business Alignment

This section includes: Business Alignment, Goal, and Required check box.

Alignment Factors

This section includes: Corporate Priority, Business Unit Priority, Regulatory Compliance, Architectural Fit, Commercial Value, and Technology Compliance.

For information about the Business Alignment installed with the PMO Accelerator, see About Business Alignment, Portfolio Categorization and Status Reports.

Portfolio Categorization

This section includes: Portfolio Category 1, Portfolio Category 2, Portfolio Category 3, and Portfolio Category 4.

For information about the Portfolio Categorization lookup fields installed with the PMO Accelerator, see About Business Alignment, Portfolio Categorization and Status Reports.

Risk Rating

This page is organized into the following sections: Risk Rating and Risk Factors.

Risk Rating: This section includes: Risk
Risk Factors: This section includes: Objectives, Sponsorship, Funding, Resource Availability, Interdependencies, Technical, Human Interface, Organizational Culture, Supportability, Implementation, and Flexibility.

Financial Summary

This page is organized into the following sections: Financial Investment Rate Options and Financial Plan Summary.

Financial Investment Rate Options: This section includes: Use System Total Cost of Capital Rate check box, System Total Cost of Capital Rate, Override Total Cost of Capital Rate, Initial Investment, Use System Reinvestment Rate check box, System Reinvestment Rate, and Override Reinvestment Rate.
Financial Plan Summary: This section includes: Calculate Financial Metrics check box, Planned Cost, Planned Cost Start, Planned Capital Cost, Planned Capital %, Planned Operating Cost, Planned Operating %, Planned Cost Start, Planned Cost Finish, Planned Benefit, Planned Benefit Start, Planned Benefit Finish, Planned NPV, Planned ROI, Planned Breakeven, Planned IRR, Planned MIRR, Planned Payback Period (Months), Currency, Budget equals Planned check box, Budgeted Cost, Budgeted Capital Cost, Budgeted Capital %, Budgeted Operating Cost, Budgeted Operating %, Budgeted Cost Start, Budgeted Cost Finish, Budgeted Benefit, Budgeted Benefit Start, Budgeted Benefit Finish, Budgeted NPV, Budgeted ROI, Budgeted Breakeven, Budgeted IRR, Budgeted MIRR, Budgeted Payback Period (Months).

Status Reports

This page contains a list of status reports created for a project or program. The List Column view appears by default. From this view, you can do the following:

Link to the properties page for the status report by clicking the Overall Status icon or the name of the status report.
View the Overall Status, Status Report Name, Schedule Status, Scope Status, and Cost and Effort Status.

By default, the List Filter view appears on the same page as the List Column view in a collapsed state where only the filter field appears. You can expand the filter by clicking the Plus icon and see more filter options. From this view, you can do the following:

Filter by Status Report Name, Report Date, and Current Phase.
For information about the Business Alignment installed with the PMO Accelerator, see About Business Alignment and Status Reports.

Settings

This page contains all the project or program settings and is organized into the following sections: General, Time and Staff, Earned Value, Financial, Labor Transaction Matrix, Material Transaction Matrix, Equipment Transaction Matrix, and Expense Transaction Matrix.

General: This section includes: Dashboard View, Methodology, Scheduler, % Complete Calculation, Program check box, Template check box, and Active check box.
Time and Staff: This section includes: Assignment Pool, Track Mode, Open for Time Entry check box, Prevent Unassigned Timesheet Tasks check box, Default Resource OBS Unit, and Requisition Approval Required check box.
Earned Value: This section includes: EV Calculation Method, Earned Value (BCWP) Override, Earned Value Reporting Period, and Earned Value Last Updated.
Financial: This section includes: Company Name, Affiliated Project, Billing Currency, Department, Location, Charge Code, Financial Status, Cost Type, Type, WIP Class, Investment Class, and Set Planned Cost Dates check box.
Labor, Material, Equipment, Expense Transaction Matrix: These sections include: Rate Source, Cost Source, and Exchange Rate Type.

Note: You can secure the Settings page and control which users are allowed to change project or program settings.

Project List Views

To view a list of projects or programs:

Open Home.
From the menu, click Projects or Programs.
The List Column view appears by default. From this view, you can do the following:
Project
- Link to the Dashboard tab for the project by clicking the Dashboard icon.
- Link to the properties page for the project by clicking the project name.
- Link to the Status Reports page for the project by clicking the Status Report icon.
- Link to the Gantt view for the project by clicking the Gantt icon.
- Link to the Collaboration tab for the project by clicking the Document Manager icon.
- View the Project, Manager, Stage, Start, and Finish.
- View a Gantt chart displaying the schedule status of the project for a six-month period, starting with the current month.
Program
- Link to the Dashboard tab for the program by clicking the Dashboard icon.
- Link to the properties page for the program by clicking the program name.
- Link to the Subprojects page for the program by clicking the Subprojects icon.
- Link to the Status Reports page for the program by clicking the Status Report icon.
- Link to the Gantt view for the program by clicking the Gantt icon.
- Link to the Collaboration tab for the program by clicking the Document Manager icon.
- View the Program, Manager, Stage, Start, and Finish.
- View a Gantt chart displaying the schedule status of the program for a six-month period, starting with the current month.
Note: Approved projects or programs are highlighted in the list.

To view a list of projects or programs you have added to My Projects:

Open Home.
From the menu, click General.
The Overview page appears by default, displaying the My Projects portal. From this view, you can do the following:
- Link to the Dashboard tab for the project or program by clicking the Dashboard icon.
- Link to the properties page for the project or program by clicking the project or program name.
- Link to the Status Reports page for the project or program by clicking the Status Report icon.
- Link to the Team tab for the project or program by clicking the Resources icon.
- Link to the Gantt view for the project or program by clicking the Gantt icon.
- Link to the Collaboration tab for the project or program by clicking the Document Manager icon.
- View the Project and Stage.

To view a list of investments you can add as subprojects:

Open Home.
From the menu, click Projects or Programs.
Open a project or program. The Properties page appears by default.
From the content menu, click the Subprojects link.
Click the Add button.
The List Column view appears by default. From this view, you can do the following:
- View the Investment, ID, Type, Manager, Status, Start, and Finish.

Project Filter Views

From this view, you can do the following:

Projects

Filter by Project Name, Project ID, OBS Unit, OBS Unit – Filter Mode, Project Type, Project Category, Manager, Stage, Scheduler, Approved Status, Template, and Active. By default, Project Type, Project Category, Scheduler, and Approved Status are set to All, Template is set to No, and Active is set to Yes.

Programs

Filter by Program Name, Program ID, OBS Unit, OBS Unit – Filter Mode, Manager, Stage, Approved Status, and Active. By default, Approved Status is set to All, and Active is set to Yes.

To filter a list of investments you can add as subprojects:

Open Home.
From the menu, click Projects or Programs.
Open a project or program. The Properties page appears by default.
From the content menu, click the Subprojects link.
Click the Add button.
The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
- Filter by the Investment Name, Investment ID, OBS Unit, OBS Unit – Filter Mode, Investment Type, Manager, Approved Status, Template, and Active. By default, Investment Type and Approved Status are set to All, Template is set to No, and Active is set to Yes.

To filter a list of projects you use as a template:

Open Home.
From the menu, click Projects.
Click the New from Template button.
The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
- Filter by Project Name, Project ID, OBS Unit, OBS Unit – Filter Mode, Manager, Template, and Active. By default, Template and Active are set to Yes.

To filter a list of projects or programs you can associate to a release:

Open Home.
From the menu, click Releases.
Open a release.
Click the Link button.
In the Select Link Option, click Choose Existing.
The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
- Filter by Project Name, Project ID, OBS Unit, OBS Unit – Filter Mode, Manager, Approved Status, Template, and Active. By default, Approved Status is set to All, Template is set to No, and Active is set to Yes.

To filter a list of projects from which you can associate a task or requirement:

Open Home.
From the menu, click Requirements.
Open a requirement.
Click the Link button.
In the Select Link Option, click Choose Existing.
The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
- Filter by Project Name, Project ID, OBS Unit, OBS Unit – Filter Mode, Manager, Approved Status, Template, and Active. By default, Approved Status is set to All, Template is set to No, and Active is set to Yes.

Resource

The following table shows all resource views that are modified in the PMO Accelerator.

Object Name	View
Resource	Resource Labor Properties (Create and Edit)
	Resource Equipment Properties (Create and Edit)
	Resource Material Properties (Create and Edit)
	Resource Expense Properties (Create and Edit)
	Role Labor Properties (Create and Edit)
	Role Equipment Properties (Create and Edit)
	Role Material Properties (Create and Edit)
	Role Expense Properties (Create and Edit)
	Resource List
	Resource Filter
	Select Resources List
	Resource Selection List
	Resource Finder List
	Department Resources List
	Select Resources Filter
	Resource Selection Filter
	Resource Finder Filter
	Department Resources Filter

To apply the Resource List view, also apply the corresponding Resource Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator Resource views.

Resource Properties

To view main properties, open a resource or role. The General page appears by default. You can also access other properties pages by clicking the links from the content menu.

General

This page contains general information about resources or roles and is organized into the following sections: General and Resource Management, in the case of resources.

Role Labor

This page includes: Name, Role ID, Parent Role, Category, Availability, Active check box, and Booking Manager.

Role Equipment and Material

This page includes: Name, Role ID, Parent Role, Category, Availability, and Active check box.

Role Expense

This page includes: Name, Role ID, Parent Role, Category, and Active check box.

Resource Labor

This page includes: Last Name, First Name, Resource ID, and Email Address.

The Resource Management section includes: Primary Role, Category, Date of Hire, Date of Termination, Availability, Resource Manager, Booking Manager, Employment Type, and External check box.

Resource Equipment and Material

This page includes: Resource Name, and Resource ID.

The Resource Management section includes: Primary Role, Category, Date of Hire, Date of Termination, Availability, Resource Manager, Booking Manager, and External check box.

Resource Expense

This page includes: Resource Name, and Resource ID.

The Resource Management section includes: Primary Role, Category, Date of Hire, Date of Termination, Booking Manager, and External check box.

Settings

This page contains resource settings and is organized into the following sections: General and Time Tracking. This page is only available for Resources.

General: This section includes: Include in Datamart check box, and Active check box.
Time Tracking: This section includes: Track Mode, Input Type Code, and Open for Time Entry check box.

Note: You can secure the Settings page and control which users are allowed to change resource settings.

Resource List Views

To view a list of resources or roles:

Open Home.
From the menu, click Resources.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the resource or role by clicking the name of the resource or role.
- Link to the Allocation tab for the resource or role by clicking the Resource Allocation icon.
- View the Resource/Role, Resource/Role ID, Primary Role, Resource Manager, Employment Type, and Resource Type.

To view a list of resources you can add to the investment team:

Open Home.
From the menu, click the investment type such as Projects.
Open a project.
The Properties page appears.
Click the Team tab.
Click the Add button.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the resource or role by clicking the name of the resource or role.
- Link to the Allocation tab for the resource or role by clicking the Resource Allocation icon.
- View the Resource/Role, Resource/Role ID, Primary Role, Resource Manager, Employment Type, and Resource Type.

To view a list of resources you can assign to tasks:

Open Home.
From the menu, click the investment type such as Projects.
Open a project.
The Properties page appears.
Click the Task tab.
Select a task.
Click the Assign button.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the resource or role by clicking the name of the resource or role.
- Link to the Allocation tab for the resource or role by clicking the Resource Allocation icon.
- View the Resource/Role, Resource/Role ID, Primary Role, Employment Type, Team Member, Project Role, Start, and Finish.

To find a list of resources with a specific skill set or availability:

Open Home.
From the menu, click Resource Finder.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the resource by clicking the name of the resource.
- Link to the Allocation tab for the resource by clicking the Resource Allocation icon.
- View the Resource, Resource ID, Primary Role, Employment Type, Availability Match, Skill Match, and Total Match.

To view a list of resources you can associate to a department:

Open Home.
From the menu, click Departments.
Open a department.
The Properties page appears.
Click the Resources tab.
The Department Resources List Column view appears by default below the department Resource Aggregation portlet. From this view, you can do the following:
- Link to the properties page for the resource by clicking the name of the resource.
- View the Resource, Resource ID, Primary Role, Resource Manager, Employment Type, Resource Type, Date of Hire, and Email Address.

Resource Filter Views

From this view, you can do the following:

Filter by Resource/Role Name, Resource/Role ID, OBS Unit, OBS Unit – Filter Mode, Primary Role, Filter Mode, Is Role, Resource Manager, Employment Type, Resource Type, Category, and Active. By default, Is Role, Employment Type, and Resource Type are set to All, and Active is set to Yes.

To filter a list of resources added to the investment team:

Open Home.
From the menu, click the investment type such as Projects.
Open a project.
The Properties page appears.
Click the Team tab.
Click the Add button.
The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
- Filter by Resource/Role Name, Resource/Role ID, OBS Unit, OBS Unit – Filter Mode, Primary Role, Filter Mode, Resource Manager, Employment Type, Resource Type, Category, and Is Role. By default, Employment Type, Resource Type, and Is Role are set to All.

To filter a list of resources assigned to tasks:

Open Home.
From the menu, click the investment type such as Projects.
Open a project.
The Properties page appears.
Click the Task tab.
Select a task.
Click the Assign button.
The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
- Filter by Resource/Role Name, Resource/Role ID, OBS Unit, OBS Unit – Filter Mode, Primary Role, Filter Mode, Resource Manager, Employment Type, Resource Type, Category, Is Role, and Is Team Member. By default, Employment Type, Resource Type, Is Role, and Is Team Member are set to All.

To find a list of resources with a specific skill set or availability:

Open Home.
From the menu, click Resource Finder.
The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
- Filter by Resource Name, Resource ID, OBS Unit, OBS Unit – Filter Mode, Role, Filter Mode, Employment Type, Availability, Availability Threshold (%), Include Soft-booked Resources check box, Skills, and Skills Threshold (%). By default, Employment Type is set to All.

To filter a list of resources associated to a department:

Open Home.
From the menu, click Departments.
Open a department.
The Properties page appears.
Click the Resources tab.
The Department Resources List Column view appears by default below the department Resource Aggregation portlet. By default, the List Filter view appears on the Department Resources List Column view in a collapsed state where only the filter field appears. You can expand the filter by clicking the Plus icon and see more filter options.

From this view, you can do the following:
- Filter by Resource Name, Resource ID, Primary Role, Filter Mode, Show Resources in Sub-departments check box, Resource Manager, Employment Type, Resource Type, and Active. By default, Employment Type and Resource Type are set to All, and Active is set to Yes.

Risk

The following table shows all risk views that are modified in the PMO Accelerator.

Object Name	View
Risk	Risk Properties (Create and Edit)
	Risk List
	Risk Filter
	Associated Risks List

To apply the Risk List view, also apply the Risk Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator Risk views.

Risk Properties

To view risk properties, open a risk of a project. The General page appears by default. You can also access other properties pages by clicking the links from the content menu.

General

This page contains general information about risks and is organized into the following sections: General and Details.

General: This section includes: Risk Name, Risk ID, Description, Category, Priority, Probability, Impact, Is Above Threshold check box, Response Type, Originating Issue or Change Request (displays if risk is created from an issue or change request), Status, Owner, Risk Symptoms, Impact Description, and Impact Date.
Details: This section includes: Document, Assumptions, Associated Risks, Associated Issues, Target Resolution Date, Resolution, Resolution Date (displays if status is resolved), Resolved By (displays if status is resolved), Last Updated Date, Last Updated By, Created Date, and Created By.

Response Strategy

This page contains response strategy information and is organized into the following section: Add a Response Strategy.

Add a Response Strategy: This section includes: Response Strategy, Assigned To, and Resolve By.

Risk List Views

To view a list of risks:

Open Home.
From the menu, click Projects.
Open a project.
The Properties page appears.
Click the Risks/Issues/Changes tab.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the risk by clicking the risk name.
- View the Risk, Category, Priority, Probability, Impact, Calculated Risk, Is Above Threshold, Status, Owner, Target Resolution Date, and Last Updated Date.

To view a list of risks associated to a task:

Open Home.
From the menu, click Projects.
Open a project.
The Properties page appears.
Click the Task tab.
Open a task.
Click the Associated Risks/Issues tab.
The List Column view appears by default. From this view, you can do the following:
- View the Risk, Risk ID, Category, Priority, Probability, Impact, Calculated Risk, Above Threshold, Status, Owner, Target Resolution Date, and Last Updated Date.

Risk Filter Views

From this view, you can do the following:

Filter by Risk Name, Risk ID, Category, Priority, Status, Owner, Probability, Impact, and Above Threshold. By default, Category, Priority, Status, Probability, Impact, and Above Threshold are set to All.

Task

The following table shows all task views that are modified in the PMO Accelerator.

Object Name	View
Task	Task Properties (Create and Edit)
	Task List
	Task Filter
	Association Task List
	Gantt List
	Project Requirement Task List
	Select Task List
	Association Task Filter
	Gantt Filter

To apply the Task List view, also apply the Task Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator Task views.

Task Properties

To view task properties, open a task of a project. The General page appears by default. You can also access other properties pages by clicking the links from the content menu.

General

This page contains general information about tasks and is organized into the following sections: General and Assignments.

General: This section includes: Name, ID, Start, Finish, Key Task check box, Milestone check box, Fixed Duration check box, Status, % Complete, Baseline Start, Baseline Finish, Priority, and Excluded from Auto scheduling check box.
Assignments: This section is described in Assignment List Views.

Constraints

This page includes: Must Start On, Start No Earlier Than, Start No Later Than, Must Finish On, Finish No Earlier Than, and Finish No Later Than.

Performance

This page contains performance information and is organized into the following sections: Performance Effort and Performance Cost.

Performance Effort

This section includes: BAC, Actuals, ETC, EAC, and % Expended.

Performance Cost

This section includes: Planned Value (BCWS), Earned Value (BCWP), Actual Cost (ACWP), BAC Cost, ETC Cost, EAC Cost, Cost Variance (CV), Schedule Variance (SV), Cost Variance %, Schedule Variance %, Cost Performance Index (CPI), and Schedule Performance Index (SPI).

Cost Variance % and Schedule Variance % are installed with the PMO Accelerator:

Cost Variance %

Displays cost variance as a percentage. The variance is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP).

Formula: ((BCWP – ACWP) / BCWP) * 100

Schedule Variance %

Displays schedule variance as a percentage. The variance is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS).

Formula: ((BCWP – BCWS) / BCWS) *100

Settings

This page includes: Open for Time Entry check box, Charge Code, and Cost Type.

Note: You can secure the Settings page and control which users are allowed to change task settings.

Task List Views

To view a list of tasks:

Open Home.
From the menu, click Projects.
Open a project.
The Properties page appears.
Click the Task tab.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the task by clicking the name of the task.
- View the Task, Task ID, Start, Finish, Baseline Finish, Is Late, Status, % Complete, Critical check box, and Open for Time Entry check box.

To view a project work breakdown structure:

Note: This Gantt view is divided into a work breakdown structure (WBS) on the left and a Gantt chart on the right.

Open Home.
From the menu, click Projects.
Open a project.
Click the Task tab.
Select Gantt from the drop-down list.
The List Column view appears collapsed by default. You can expand this view by clicking the Expand View icon and see all columns. From this view, you can do the following:
- Link to the properties page for the task by clicking the name of the task.
- View the Task, Assigned Resources, Start, Finish, Duration, Status, % Complete, Actuals, ETC, EAC, Actual Cost (ACWP), ETC Cost, and EAC Cost.

To view a list of tasks associated to a risk, issue, or change request:

Open Home.
From the menu, click Projects.
Open a project.
The Properties page appears.
Click the Risks/Issues/Changes tab.
Open a risk or issue.
Click the Associated Tasks tab.
The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the task by clicking the name of the task.
- View the Task, ID, Start, Finish, Status, and % Complete.

To view a list of tasks that can be associated to a risk, issue, or change request:

Open Home.
From the menu, click Projects.
Open a project.
The Properties page appears.
Click the Risks/Issues/Changes tab.
Open a risk or issue.
Click the Associated Tasks tab.
Click the Add Existing Tasks button.
The List Column view appears by default. From this view, you can do the following:
- View the Task, ID, Start, and Finish.

To view a list of projects from which you can associate a task to a requirement:

Open Home.
From the menu, click Requirements.
Open a requirement.
Click the Link button.
In the Select Link Option, click Choose Existing.
Select a project.
The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
- Link to the properties page for the task by clicking the name of the task.
- View the Task, ID, Start, and Finish.

Task Filter Views

From this view, you can do the following:

Filter by Task Name, Task ID, Key Task, Tasks Only, Start, Finish, Status, Is Late, Critical, Milestone, and Open for Time Entry. By default, Key Task is set to “Yes”, and Tasks Only, Status, Is Late, Critical, Milestone, and Open for Time Entry are set to All.

To filter tasks on the project work breakdown structure (WBS):

Open Home.
From the menu, click Projects.
Open a project.
Click the Task tab.
Select Gantt from the drop-down list.
The List Filter view appears by default on the same page as the List Column view in a collapsed state. In this state, only the filter field appears. You can expand this filter by clicking the Plus icon and see more filter options. From this view, you can do the following:
- Filter by Task Name, Task ID, Assigned To Resources, Start, Finish, List View check box, Include, Status, Is Late, Critical, Milestone, and Exclude Projects check box. By default, Include, Status, Is Late, Critical, and Milestone are set to All.

To filter a list of tasks associated to a risk, issue, or change request:

Open Home.
From the menu, click Projects.
Open a project.
The Properties page appears.
Click the Risks/Issues/Changes tab.
Open a risk or issue.
Click the Associated Tasks tab.
The List Filter view appears by default on the same page as the List Column view in a collapsed state. In this state, only the filter field appears. You can expand this filter by clicking the Plus icon and see more filter options. From this view, you can do the following:
- Filter by Tasks Only, Key Task, Status, and Milestone. By default, they are all set to All.

Team

The following table shows all team views that are modified in the PMO Accelerator.

Object Name	View
Team	Staff Member Properties (Edit)
	Project Team Staff List
	Project Team Detail List
	Team Staff List (Investments)
	Team Detail List (Investments)
	Resource Allocations List
	Resource Allocations Detail List
	Team Selection List
	Project Team Filter
	Team Filter
	Resource Allocations Filter
	Resource Selection Filter

To apply the Team List view, also apply the corresponding Team Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.

You have the following configurations when you apply PMO Accelerator Team views.

Team Properties

To view team member properties:

Open Home.
From the menu, click the investment type, such as Projects.
Open a project.
The Properties page appears.
Click the Team tab.
Click the Properties icon of a team member.
The Properties page appears by default.

General

This page contains general information about team members and is organized into the following sections: General and Resource Search.

General

This section includes: Requirement Name, Start Date, Finish Date, Default Allocation %, Booking Status, Request Status, Resource/Role, Investment Start Date, Investment Finish Date, Investment Role, Staff OBS Unit, and Open for Time Entry check box.

Resource Search

This section includes: Resource Employment Type.

Note: The Planned Allocation and Hard Allocation sections are not modified in the PMO Accelerator.

Team List Views

To view a list of team members:

Open Home.
From the menu, click an investment type, such as Projects.
Open a project.
The Properties page appears.
Click the Team tab.
Select Staff or Detail from the drop-down list.
The Team Staff List Column view appears by default. From this view, you can do the following:

Staff
- Link to the properties page for the team member by clicking the Properties icon.
- Link to the Find Resources page by clicking the Resource Finder icon.
- Link to the properties page for the resource or role by clicking the name of the resource or role.
- Link to the allocation page for the resource or role by clicking the Resource Allocation icon.
- For projects and programs, view the Resource/Role, Project Role, Staff OBS Unit, Booking Status, Open for Time check box, Start, Finish, Average Allocation %, Allocation, Actuals, and ETC.
- For other investments, view Resource/Role, Investment Role, Staff OBS Unit, Booking Status, Open for Time check box, Start, Finish, Average Allocation %, Allocation, Actuals, Incident Actuals, and Total Actuals.
Detail
- Link to the properties page for the team member by clicking the Properties icon.
- Link to the Find Resources page by clicking the Resource Finder icon.
- Link to the properties page for the resource or role by clicking the name of the resource or role.
- Link to the allocation page for the resource or role by clicking the Resource Allocation icon.
- For project and program, view Resource/Role, Project Role, Booking Status, Start, Finish, Allocation, Actuals, and ETC.
- For other investments, view Resource/Role, Investment Role, Booking Status, Start, Finish, Allocation, and Actuals.
- View a Time-Scaled Value showing Allocation by Period, displaying a six-month period, starting with the current month.

To view a list of allocations for resources or roles:

Open Home.
From the menu, click Resources.
Open a resource.
The Properties page appears.
Click the Allocations tab.
Select Summary or Detail from the drop-down list.
The Summary List Column view appears by default. From this view, you can do the following:

Summary
- Link to the properties page for the team member by clicking the Properties icon.
- Link to the Find Resources page by clicking the Resource Finder icon.
- Link to the properties page for the investment by clicking the name of the investment.
- View the Investment, Investment Manager, Investment Role, Booking Status, Open for Time, Allocation Start, Allocation Finish, Average Allocation %, Allocation, Actuals, and ETC.
Detail
- Link to the properties page for the team member by clicking the Properties icon.
- Link to the Find Resources page by clicking the Resource Finder icon.
- Link to the properties page for the investment by clicking the name of the investment.
- View the Investment, Investment Role, Booking Status, Allocation Start, Allocation Finish, Allocation, Actuals, and ETC.
- View a Time-Scaled Value showing Allocation by Period, displaying a six-month period, starting with the current month.

To view a list of team members you can assign to tasks:

Open Home.
From the menu, click the investment type, such as Projects.
Open a project.
The Properties page appears.
Click the Task tab.
Select a task.
Click the Assign button, followed by the Team button.
Note: The Assignment Pool option must be set to Resource Pool.

The List Column view appears by default. From this view, you can do the following:
- Link to the properties page for the resource or role by clicking the name or ID of the resource or role.
- View the Resource/Role, Resource/Role ID, Project Role, Staff OBS Unit, Booking Status, Start, Finish, Average Allocation %, and Allocation.

Team Filter Views

From this view, you can do the following:

For projects and programs, filter by Requirement Name, Resource/Role Name, Resource/Role ID, Resource OBS, Resource OBS – Filter Mode, Project Role, Resource Type, Booking Status, Unstaffed, Open for Time, and Resource Active. By default, Resource Type is set to Labor, Booking Status, Unstaffed, and Open for Time are set to All, and Resource Active is set to Yes.
For other investments, filter by Requirement Name, Resource/Role Name, Resource/Role ID, Resource OBS, Resource OBS – Filter Mode, Investment Role, Resource Type, Booking Status, Unstaffed, Open for Time, and Resource Active. By default, Resource Type is set to Labor, Booking Status, Unstaffed, and Open for Time are set to All, and Resource Active is set to Yes.

To filter a list of allocations for a resource or role:

Open Home.
From the menu, click Resources.
Open a resource.
The Properties page appears.
Click the Allocations tab.
Select Summary or Detail from the drop-down list.
The List Filter view appears by default on the same page as the List Column view in a collapsed state. In this state, only the filter field appears. You can expand the filter by clicking the Plus icon and see more filter options. From this view, you can do the following:
- Filter by Investment Name, Investment ID, Investment OBS, Investment OBS – Filter Mode, Investment Role, Approved, Investment Manager, Investment Active, Booking Status, and Open for Time. By default, Approved, Booking Status, and Open for Time are set to All, and Investment Active is set to Yes.

To filter a list of team members you can assign to tasks:

Open Home.
From the menu, click the investment type, such as Projects.
Open a project.
The Properties page appears.
Click the Task tab.
Select a task.
Click the Assign button, followed by the Team button.
Note: The Assignment Pool option must be set to Resource Pool.

The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
- Filter by Resource/Role Name, Resource/Role ID, Resource OBS, Resource OBS – Filter Mode, Project Role, Resource Type, Booking Status, and Zero Allocation. By default, Resource Type is set to Labor, Booking Status is set to All, and Zero Allocation is set to No.