Managing Projects › Set Up a CA Clarity PPM Project › Create the Project › Create the Project Manually

Create the Project Manually

As a project manager, you can create the project manually, if you do not want to use an existing template.

Follow these steps:

1. Open Home, and from Portfolio Management, click Projects.
2. Click New.
3. Complete the fields in the General section. The following fields require explanation:

   % 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.

   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

   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

4. Complete the fields in the Organizational Breakdown Structures section. This information defines the OBS to associate with the project for security, organizational, or reporting purposes.
5. Save your changes.