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Setup › How to Work with Project Management Settings › Defines the Default Project Management Settings

Defines the Default Project Management Settings

Use the project management settings page to set the system-level default project management options. For example, setting CA Clarity PPM to export only the current baseline when opening projects in a desktop scheduler (Open Workbench or Microsoft Project) from CA Clarity PPM.

Follow these steps:

  1. Open Administration, and from Project Management, click Settings.

    The settings page appears.

  2. Complete the following fields:
    Default Load Pattern

    Specifies the system-level default resource load pattern.

    Values: Back, Uniform, Fixed, Contour, or Front

    Default: Front

    Required: No

    Guidelines URL

    Specifies the URL for the guidelines.

    First Month of Financial Quarter

    Specifies the first month of the financial quarter.

    Values: All calendar months

    Default: January

    Required: No

    First Day of Work Week

    Specifies the first day of the workweek in the resource calendars and scheduler interfaces.

    Values: All calendar days

    Default: Monday

    Required: No

    Default Display Unit for Work Effort

    Specifies the default display unit for work effort.

    Values: Hours or Days

    Default: Hours

    Required: No

    Enable Investment-specific Charge Codes

    Specifies to allow entry of charge codes that are specific to investments.

    Default: Cleared

    Required: No

    Allow posting of future timesheets

    Specifies to allow the posting of future timesheets.

    Default: Selected

    Required: No

    Notify on Delete of Risk/Issue/Change Requests

    Defines whether you want a notification sent out whenever a resource deletes risks, issues, or change requests.

    Default: Cleared

    Required: No

    Only Export Current Baselines When Opening Investments in a Scheduler

    If you are using CA Clarity PPM with a desktop scheduler (Open Workbench or Microsoft Project), specifies to export only the current baseline in the desktop scheduler. This option applies when multiple baselines exist.

    Default: Cleared

    Required: No

    Round Allocations to Nearest %

    Specifies the amount you want allocations rounded to when booking resource time to projects.

    Default: 25

    Required: Yes

    Allow Effort Task Creation

    Specifies to create the effort task when you add a resource to a project does not have tasks.

    Default: Selected

    Required: No

    Reassign Tasks when replacing Role

    Specifies to allow tasks to be reassigned, or replaced when the project manager replaces a resource role.

    Default: Selected

    Required: No

    Allow Edit of Allocations when Investment is Locked

    Specifies to allow resources to edit allocations while projects are locked.

    Default: Cleared

    When selected, project managers can:

    • Edit existing team staff member allocations if the project is checked out in a desktop scheduler, such as Open Workbench or Microsoft Project.
    • Add new team staff members to the project.
    • Replace roles if the Reassign Tasks when replacing Role default project management setting is selected.

    Required: No

    Automatically Open Staff Members for Time Entry

    Defines if you want staff members to be open to enter time on project tasks after a specific action occurs.

    Values:

    • Never. Indicates that staff members are not automatically open for time entry to enter time on project tasks.

      Example: If you edit existing properties for a staff member, no changes are made to the Open for Time Entry value for the staff member. If you add new staff members, the Team object Open attribute Default value is used.

    • When Hard-Booked. Indicates that staff members are automatically open for time entry when they are hard-booked. Hard-booking here means when any amount is hard-booked, not when the booking status changes to "Hard".
    • When Request Status is Approved. Indicates that staff members are automatically open for time entry when their request status changes to “Approved.”

    Default: Never

    For more information, search Studio.

    Required: No

    Show Tasks in Organizer

    Defines how projects tasks are displayed in the Organizer.

    Values:

    • When Assigned. Indicates that project tasks are listed in the Organizer when resources are assigned to the task.
    • When Hard-Booked. Indicates that project tasks are listed in the Organizer when resources are hard-booked to the tasks.
    • When Request Status is Approved. Indicates that project tasks are listed in the Organizer when resources are approved.

    Default: When Assigned

    Required: No

    Automatically Add Staff Members As Investment Participant

    Specifies how resources are assigned to investments as participants.

    Values:

    • Never. Indicates that resources can never be automatically assigned to investments as participants.
    • When Added to Investment. Indicates that resources can be automatically assigned to investments as participants when they are added to these investments.

      If this option is selected and project notifications are enabled, project participants receive a project notification when added to the team staff page of a project.

    • When Hard Booked. Indicates that resources can be automatically assigned to investments as participants when they are hard-booked for these investments. Hard-booking here means when any amount is hard-booked, not when the booking status changes to "Hard".

    Default: When Added to Investment

    Required: No

    Allow Override Requisition Approval

    Specifies to allow project managers to require requisition approval on individual projects.

    Default: Cleared

    Note: If the project manager does not require requisition approval on a project. A project manager or resource manager requires the Project - Edit access right to book requisitions.

    Allow Mixed Booking

    Defines to let project managers edit the allocation of hard-booked resources, to mix booked resources on projects. Also, to extend a resource to do additional project planning.

    Default: Selected

    Note: If a mixed booking exists on the project, the field is read-only.

    Required: No

    Convert resources to roles when using templates (default)

    Specifies to convert all resources to project roles when the project manager creates a project from a project template.

    Note: The project manager can override this default setting when creating projects from project templates.

    Default: Cleared

    Required: No

    Requisition Booking

    Defines the options to book requisitions using allocation percentage or available work units. CA Clarity PPM decrements the requested amount based on the booked amount. To determine if a requisition is fully filled, depending on the selected booking option, CA Clarity PPM uses allocation percentage or time-varying values (work units).

    Values:

    • Use Allocation Percentage
    • Use Available Work Units

    Example: When using Allocation Percentage, a resource booked at 100 percent fully replaces another resource booked at 100 percent. The requisition is fully filled even if the hours they work per week are different. When using Available Work Units, if the new resource works fewer hours per week than the resource being replaced, the requisition is not fully filled.

  3. Save the changes.

More information:

How to Work with Project Management Settings

Baselines