Managing Projects › Subprojects › Create Subprojects from Project WBS

Create Subprojects from Project WBS

Use this procedure to create a subproject from the work breakdown structure of the master projects.

Follow these steps:

1. Open the project.
2. Open the Tasks menu and click Gantt.

   The Gantt view appears.

3. Click the down arrow for the Add Existing Subproject icon in the Gantt view, and click Create New Project.
4. Complete the requested information. The following fields require explanation:

   Assignment Pool

   Specifies the pool of resources that is allowed when assigning resources to tasks.

   Values:

   • Team Only. Allow only staff members.
   • Resource Pool. Allow team staff members and resources for whom you have access rights to book to a project. With this option, when you assign a resource to a task, the resource is also added as a team staff member.

   Default: Resource Pool

   Manager

   Specifies the name of the resource that is responsible for managing the project. The manager of a project automatically receives certain rights for the project.

   The project manager is not the same as the collaboration manager. The person creating the project becomes the collaboration manager for the project by default.

   Default: The resource creating the project. If you are creating a project that someone else can manage, change the default to another resource.

   Required: No

   Page Layout

   Specifies the page layout to view project information. Available layouts are company-specific and dependent on the values set by your CA Clarity PPM administrator. Layouts also depend on whether an add-in is installed. If other layouts are not available, the field is display only.

   Default: Project Default Layout

   Required: Yes

   Start Date

   Defines the initial start date for a project. As you create tasks and assignments, this date is auto-calculated to match the first date that a task is scheduled to start. At that point, to edit this date, adjust the following dates:

   • Start date of the first task of the project.
   • Start date of the resource assignments and allocations on the project.

   Important! Verify that the start dates of tasks and assignments are the same or later than the start date of the project. Else, the start date of the project is automatically redefined as per the start dates of the tasks and assignments.

   Default: Current date

   Required: Yes

   Finish Date

   Defines the initial finish date for a project. As you create tasks and assignments, this date is auto-calculated to match the last date that a task is scheduled to finish. At that point, to edit this date, adjust the following dates:

   • End date of the first task of the project.
   • End date of the resource assignments and allocations on the project.

   Important! Verify that the finish dates of tasks and assignments are the same or before the finish date of the project. Else, the end date of the project is automatically redefined as per the end dates of the tasks and assignments.

   Default: Current date

   Set Planned Cost Dates

   Specifies if the planned cost dates are synchronized with the investment dates. Selecting the option for a detailed financial plan does not affect the planned cost dates.

   Default: Selected

   Stage

   Defines the stage in the investment lifecycle. The list of choices is company-specific and depends on the values that your administrator sets.

   The metric is used in portfolio analysis when you use comparable stage criteria across all portfolio investments.

   Goal

   Specifies the purpose or business case for this project.

   Values: Cost Avoidance, Cost Reduction, Grow the Business, Infrastructure Improvement, and Maintain the Business

   Required: No

   Priority

   Defines the relative importance of this investment in relation to all other investments. The priority controls the order in which tasks are scheduled during autoscheduling. The priority is subject to dependency constraints.

   Values: 0 - 36 (where zero is the highest importance)

   Default: 10

   Required: No

   Progress

   Indicates the level of work that is completed on the tasks.

   Values:

   • Completed (100 percent)
   • Started (1 - 99 percent)
   • Not Started (0 percent)

   Default: Not Started

   Required: Yes

   Required

   Specifies to pin this investment when added to a portfolio. This field is used during scenario generation.

   Default: Cleared

   Required: No

   % Complete Calculation Method

   Specifies the method to calculate the % Complete value for the project and tasks.

   Values:

   • Manual. Use this method to enter the % Complete for the project, summary, and detail tasks manually. Also, select this calculation method if you are using CA Clarity PPM with Microsoft Project, or if you are using an external job to calculate % Complete. The % Complete field appears on the task properties page. When using the manual method, the status of a task does not change automatically. The task status changes only when you manually update the % Complete value or the status.
   • Duration. Use this method to track the % Complete based on the duration. The duration is a measure of the total span of active working time for a task: from the start date to the finish date of a task. The % Complete for summary tasks is automatically calculated based on the following formula:

     Summary Task % Complete = Total Detail Task Duration Complete / Total Detail Task Duration
     

   • Effort. Use this method to calculate the % Complete for summary and detail tasks, automatically, based on the work units that are completed by resource assignments. If you assign a nonlabor resource to a task, the effort and actuals for that resource are ignored in the calculation. The calculations are based on the following formulas.

     Summary Task % Complete = Sum of Detail Task resource assignment Actuals / Sum of Detail Task resource assignment Effort
     Detail Task % Complete = Sum of resource assignment Actuals / Sum of resource assignment Effort
     

   Default: Manual

   Note: Set the % Complete Calculation Method at the beginning of your project and do not change this value.

5. In the Organizational Breakdown Structures section, define the OBS to associate with this project for security, organizational, or reporting purposes.
6. Save the changes.