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Managing Projects › Set Up a CA Clarity PPM Project › Define the Project Properties › Define the General Properties

Define the General Properties

Specifying the general properties of a project help identify it and define its characteristics.

Follow these steps:

  1. Open the project.
  2. Complete the fields in the General section. The following fields require explanation:
    Manager

    Specifies the resource who created the project. If necessary, you can update this field.

    Note: The list of participants that appear on the team participant page also depends on the value that you select for the Administration, Project Management, Settings, Automatically Add Staff Members As Investment Participant option.

    • The Manager becomes the Collaboration Manager under the Participants list.
    • All the team members become participants.
    Page Layout

    Specifies the page layout to view project information. The available layouts are company-specific and depend 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 read-only.

    Default: Project Default Layout

    Risk

    Specifies the risk level of the project as defined by the severity levels you select for the predefined list of risk factors from the main risk page.

    Goal

    Specifies the purpose or business case for the project.

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

    Alignment

    Specifies the alignment with corporate objectives. Displays a stoplight that indicates the project alignment status.

    Values:

    • 66 - 100 (Green) = Aligned
    • 33 - 65 (Yellow) = Alignment at risk
    • 0 - 32 (Red) = Out of alignment
    Status

    Indicates the status of the investment.

    Values: Approved, Rejected, Unapproved

    Default: Unapproved

    Active

    Specifies if the investment is active. Activate the investment to enable the posting of transactions and to view the investment in capacity planning portlets.

    Default: Selected

    Program

    Specifies that you want to use a program to create projects.

    Default: Cleared

    Template

    Specifies that you want to use the project as a project template to create other projects.

    Default: Cleared

    Required

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

    Default: Cleared