Release 13.2 Updates › Portfolio Management

Portfolio Management

New Portfolio Feature

The Portfolio functionality was rewritten for Release 13.2. Some of the highlights include the following features:

• The ability to plan portfolios by cost types (capital or operating).
• The ability to plan constraints (cost or resource) by specific period.
• The ability to create portfolio investment ranking rules.
• The ability to rank investments manually.
• Drag and drop capabilities for investment start and end dates and investment rankings.
• The addition of a sync job to synchronize the investment information with portfolios manually, or at specified time intervals. This ability lets portlet-based portfolios gather the portfolio information more efficiently from one central area.
• A portfolio dataprovider created with a consistent naming convention.
• A job that is aligned to each portfolio can be configured to update the portfolio investment information at user-defined intervals, or on a manual basis.

The old portfolio feature was removed from the user interface. The new portfolio feature has new data providers and new database tables and columns. Queries, both stock and custom, that worked with previous releases do not work with Release 13.2.

Some old portfolio information is preserved in backup tables during the upgrade. For more information, see the section that is named "Backup of Removed Portfolio Tables."

Upgrade Action: (Optional) Use the new Portfolio feature to create new portfolios using the user interface.

Portfolio Pages

The following descriptions outline the features that are found on each Portfolio page.

Portfolio Properties Page

• Inclusion of the cost type (operating or capital) for use for portfolio planning purposes.
• Ability to select a portfolio manager (one or many) from a list of resources.
• Ability to select a portfolio stakeholder (one or many) from a list of resources.
• Ability to set portfolio synchronization time periods.
• Display of the portfolios last sync date and time.
• Ability to set portfolio effort measurement units (for resources or roles) to either hours or full-time equivalents (FTE’s).

Portfolio Contents Editor Page

• Ability to include specific investments by rules or investment criteria.
• Ability to add specific investments to the portfolio manually.
• Ability to add the relationship between parent and child portfolios.

Investment Page

• Ability to view and change selected plan information relating to investments.
• Ability to change, by period, the selected plan investment cost information.

Targets Page

• Ability to distribute targeted costs (operating and expense) by period to be used as a constraint for portfolio planning purposes.
• Ability to distribute targeted benefits by period to be used as a constraint for portfolio planning purposes.
• Ability to distribute targeted role effort by period to be used as a constraint for portfolio planning purposes.
• Ability to filter and repopulate the role capacity information by different parameters.
• Ability to scale the role information higher or lower.

Plan Page

• Ability to distribute targeted costs (operating and expense) by period to be used as a constraint for portfolio planning purposes.
• Ability to distribute targeted benefits by period to be used as a constraint for portfolio planning purposes.

Waterline Page

• Ability to rank investments by constraint and other information characteristics.
• Ability to change and run ranking rules against investments.
• Ability to modify an investment ranking manually using drag-and-drop functionality.
• Ability to change what-if and investments start and end date by dragging and dropping on an investment timeline.
• A waterline to allow the analysis of investment information against portfolio plan constraints.
• Ability to drag-and-drop the waterline manually.
• An indicator (gauge) of portfolio constraints in the relationship to investment information that is above and below the waterline.
• Ability to change the timescale of information for the investment.

Portfolio Access Rights

Users require the new Portfolio access rights after the upgrade. Without the assignment of the new Portfolio access rights, users cannot see the Portfolio menu links after logging in to the application. The system administrator must manually assign users rights. No automatic assignment of new rights for users who had the old Portfolio rights is available.

Upgrade Action: Assign access rights for the new Portfolio feature to the users who require them.

The following access rights are required to work with portfolios:

Portfolio - Create

Allows a user to create Portfolios.

Includes: Portfolio - Navigate right to navigate to the portfolio pages.

Type: Instance

Portfolio - Navigate

Lets a user access the portfolio pages.

Type: Instance

Portfolio - Edit All

Lets a user edit all Portfolios.

Type: Global

Portfolio - Edit Access Rights - All

Lets a user edit the access rights for all portfolios. This access right does not include the Portfolio - Navigate or Portfolio - View rights.

Type: Global

Portfolio - View Access Rights - All

Lets a user view the access rights for all portfolios. This access right does not include the Portfolio - Navigate or Portfolio - View rights.

Type: Global

Portfolio - View All

Lets a user view all portfolios.

Type: Global

Portfolio - XOG Access

Lets a user import and export portfolio instances using the XML Open Gateway interface.

Type: Instance

You can select a user as a Manager or a Stakeholder on a portfolio's properties page. Being selected as a Manager or Stakeholder automatically a user the following rights to the portfolio:

• Manager. This user can edit information in the portfolio.
• Stakeholder. This user can only view information in the portfolio.

No access rights apply to the investments and plans that are contained in a portfolio. If you have rights to view or edit a portfolio, you can view or edit all investments and plans in the portfolio.

Attribute Registry for the Portfolio Investment Object

The required Portfolio Investment object attributes are displayed by default in your new portfolio pages and views. However, you must register any other Portfolio Investment attributes (stock or custom) that you want to display. You can locate the attribute registry by opening the Portfolio Investment object in Studio and clicking Attribute Registry.

Note: If you make changes in the attribute registry, remember to sync your changes by running the Synchronize portfolio investments job. The job refreshes the investments in the portfolio pages with information from actual investments.

For information about using the attribute registry, see the Studio Developer Guide.

Removal of the Old Portfolio Feature

The old Portfolio feature has been removed from the product and a new Portfolio Management feature has been added. If your home page was an old Portfolio page or tab, your home page is no longer in the product. In this case, your home page in Release 13.2 reverts to the system default home page.

Upgrade Action: If your home page was an old Portfolio page or tab, log in to CA Clarity PPM and select a new home page.

Portlets from the old Portfolio feature have been deleted, but the pages that contained the portlets remain. The pages were left in place to accommodate customers who customized the pages by adding other valid portlets. Pages with no custom portlets are still visible, but they are empty.

Upgrade Action: Review your Studio portlet pages and delete any that are empty.

During the upgrade, customer-defined objects that include references to the old Portfolio feature are deleted. An audit of deleted objects is written to the upgrade-ca.log file.

Upgrade Action: Review the upgrade-ca.log file for a list of items that are deleted during the upgrade. The deleted items that are logged include:

• Customer-defined and stock objects
• Subobjects
• Pages
• Tabs
• Menu items
• Portlets
• NSQL scripts
• Favorites
• Security rights and groups
• Lookups
• Attributes that are based on deleted lookups
• Database tables, views, triggers, procedures, packages, and functions
• Processes

The following information for the old Portfolio feature was removed from Release 13.2:

• The Portfolio object and any user-defined custom subobjects
• Groups:
  • PortfolioUsers
  • PortfolioManager
  • PortfolioAccess
• Access rights (Instance, OBS, and Global):
  • Portfolio - Create
  • Portfolio - Edit
  • Portfolio - Edit Access Rights
  • Portfolio - Edit Access Rights - All
  • Portfolio - Edit - All
  • Portfolio - Manager (Auto)
  • Portfolio - Navigate -
  • Portfolio - Create Scenarios
  • Portfolio - View Scenarios
  • Portfolio - View
  • Portfolio -View - All
  • Portfolio - XOG Access
• Menu items:
  • The old Portfolios menu option from the Portfolio Management section of the Home menu. This menu item was replaced for the new Portfolios feature.
  • Custom menu items that reference the old Portfolio feature
  • Favorites that reference the old Portfolio feature
• Stock Portlet Pages and Tabs:
  • Portfolio Default Layout
  • PMO Portfolio Layout
  • Products Dashboard (NPD)
  • Projects Dashboard (NPD)
  • Idea Dashboard (NPD)
• Lookups: Portfolio out-of-the box and custom dynamic lookups (static lookups remain)
• NSQL Queries. Any custom NSQL queries that reference affected database tables or database views were removed.

  The following out-of-the-box NSQL queries were removed:

  • Benefits by Goal
  • Planned Costs Monthly
  • Life-cycle Funnel
  • Budget and Forecast by Goal - v13
  • Portfolio Financials Aggregation - v13
  • Portfolio Investment Goals - v13
  • Portfolio Investment Listing - v13
  • Portfolio Investments Scorecard - v13
  • Portfolio Benefits and Costs
  • Portfolio Benefits By Goal
  • Portfolio Listing
  • Resource Capacity and Demand
  • Role Capacity and Demand
  • Capital vs Expense By Period
  • Capital vs Expense Budget and Forecast
  • Key Performance Indicators
  • Cost and Effort Performance
  • Brand Portfolios
  • Portfolio Revenue and Cost
  • Role Capacity and Demand[Plan of Record]
  • Role Capacity and Demand [Scenario]
  • Stage Gate Review
  • Portfolio Listing
  • Portfolio Revenue and Cost per Year
• Portlets. Custom portlets that use information from the Portfolio object were removed. Portlets that use information from out-of-the-box data providers or NSQL queries that reference affected database tables or database views were removed.
  • Investments (id: Investments)
  • Financials (id: Financials)
  • Balance (id: Balance)
  • Investments (id: cop.prt.pflInvestments)
  • Financials (id: cop.prt.pflFinancials)
  • Balance (id: cop.prt.pflBalance)
  • Gantt (id: Gantt)
  • Life-cycle Funnel (id: Life-cycle Funnel)
  • Planned Cost/Benefit (id: Cost/Benefit)
  • Planned Costs (id: Budgeted Costs)
  • Portfolio Planned ROI/Alignment Zones (id: ROI/Alignment Zones)
  • Benefits by Goal (id: Benefits by Goal)
  • Risk/Reward Quadrants (id: Risk/Reward Quadrants)
  • Efficient Frontier (id: efficientFrontier)
  • Portfolio (id: xid_prt_portInvDash)
  • Prioritized List Chart
  • Resource Demand on Investments [--Base Scenario–] (id: cop.pflPrioritizationResourceBase)
  • Resource Demand on Investments [--Compare To Scenario–] (id: cop.pflPrioritizationResourceCompare)
  • Prioritization of Investments [--Compare To Scenario–] (id: cop.pflPrioritizationInvestmentCompare)
  • Prioritization of Investments [--Base Scenario–] (id: cop.pflPrioritizationInvestmentBase)
  • Investment Gantt (id: cop.portfolioGanttResource)
  • Portfolio Role Capacity and Demand (id: cop.pflRoleCapAlloc)
  • Resource Capacity and Allocation (id: cop.pflResCapAlloc)
  • Resource Allocation (id: cop.pflResAlloc)
  • Capital vs Expense Variance by Period (id: cop.prt.pflFinCapExVarByPeriod)
  • Capital vs Expense Budget and Forecast (id: cop.prt.pflFinCapExBdgtFrcst)
  • Capital vs Expense by Period (id: cop.prt.pflFinCapExByPeriod)
  • Key Performance Indicators (id: cop.portfolioPerformIndicator)
  • Cost and Effort Performance (id: cop.portfolioFinPerformance)
  • Portfolio Idea Vault (id: npd.prt.portIdeaVault)
  • Prioritized Scored List of Projects (id: npd.prt.prioritizedScoreListofProjects)
  • Competitive Comparison [Plan of Record] (id: npd.prt.CompetitiveComparisonPR)
  • Role Capacity and Demand [Compare to Scenario] (id: npd.prt.portRoleCapDemandScen)
  • Role Capacity and Demand [Plan of Record] (id: npd.prt.portRoleCapDemand)
  • Product Financials (id: npd.prt.portInvFinancials)
  • Product Market Growth (id: npd.prt.ProductMarketGrowth)
  • Product Market Growth (plan of record) (id: npd.prt.ProductMarketGrowthplanofrecord)
  • Product Financials (plan of record) (id: npd.prt.ProdFinancialsPlanofrecord)
  • Ranking of Projects (id: npd.prt.portPrjRanking)
  • Resource Demand on Projects (id: npd.prt.portResDemand)
  • Projects (id: npd.prt.portfolioInvestments)
  • Competitive Comparison [Competitors] (id: npd.prt.prodCompetitiveComparison)
  • Stage Gate Review (id: npd.prt.portStageGateReview)
  • Portfolio Benefits and Costs (id: cop.portfolioBenefitsCosts)
  • Portfolio Investment Benefits by Goal (id: cop.portfolioInvestmentBenefitsByGoal)
  • My Portfolios (id: cop.myPortfolios)
  • Portfolio Revenue and Cost per Year (id: npd.prt.portfolioRevAndCostperYear)
  • Brand Portfolios (id: npd.prt.brandPortfolios)
  • Portfolio Revenue and Cost (id: npd.prt.RevAndCost)
  • Master Portfolios (id: npd.prt.masterPortfolios)
  • Projects In Development (id: npd.prt.productsInDevelopment)
  • Scenario Toolbar (filter portlet)
  • Service Portfolio (id: bup.servPortfolioITM)
  • Service ROI (id: bup.serviceRoiITM)
  • Service ROI (id: bup.provServiceROI)
  • Portfolio Budget Status (id: bup.budgetStatusITM)
  • Portfolio Budget Summary (id: bup.budgetSummaryITM)
  • Cost Analysis (id: bup.providerServiceCostAnalysis)
  • Cost Analysis (id: bup.serviceCostAnalysis)
• Data Providers:
  • Portfolio: All Investment Types (type: System)
  • Portfolio: Applications only (type: System)
  • Portfolio: Assets only (type: System)
  • Portfolio: Products only (type: System)
  • Portfolio: Projects only (type: System)
  • Portfolio: Services only (type: System)
  • Portfolio Financials Aggregation - v13 (type: Query)
  • Portfolio Investment Goals - v13 (type: Query)
  • Portfolio Investment Listing - v13 (type: Query)
  • Portfolio Investments Scorecard - v13 (type: Query)
  • Portfolio Listing (type: Query)
  • Portfolio Revenue and Cost (type: Query)
  • Portfolio Revenue and Cost per Year (type: Query)
  • Portfolios (type: System)
  • Brand Portfolios (type: Query)
  • InvestmentCostDataProvider (type: System)
  • ServiceRoiDataProvider (type: System)
• Database Objects (stock items only)
  • Tables:
    • PMA_PORTFOLIOS
    • PMA_PORTFOLIO_CONTENTS
    • PMA_PORTFOLIO_ROLES
    • PMA_EF_CANDIDATES
    • PMA_EF_INVESTMENTS
    • PMA_PINNED_INVESTMENTS
    • PMA_PRTFLIO_INCL_CTNT_TYPES
    • PMA_AGGR_VALUES
    • PMA_AGGR_KEYS
    • PMA_AGGR_VALUES_VALIDITY
    • RPT_PORTFOLIO_CONTENT
    • PMA_FINANCIAL_VALUES
    • PMA_PRIORITY_CHART_CONF
  • Sequences (Oracle only)
    • PMA_PORTFOLIOS_S1
    • PMA_PORTFOLIO_CONTENTS_S1
    • PMA_PORTFOLIO_ROLES_S1
    • PMA_AGGR_VALUES_S1
    • PMA_PINNED_INVESTMENTS_S1
    • PMA_PRTFLIO_INCL_CTNT_TYPES_S1
    • PMA_AGGR_KEYS_S1
    • PMA_PRIORITY_CHART_CONF_S1
  • Views
    • COP_FIN_ACT_PERIOD_CAPEX_V
    • COP_FIN_PERIOD_CAPEX_V
    • COP_FIN_PLAN_PERIOD_CAPEX_V
    • COP_PORTFOLIO_CNTS_BASE_V
    • COP_PORTFOLIO_CONTENTS_V
    • COP_PORTFOLIO_SCENARIO_V
    • XID_PORTFOLIO_CONTENTS_V
    • NPD_PORTFOLIO_CONTENTS_V
  • Triggers
    • CAP_SCENARIO_MEMBERS_IUD_TRG1
    • CAP_SCENARIO_MEMBERS_U_TRG2
    • FIN_FINANCIALS_U_TRG1
    • FIN_FINANCIALS_U_TRG2
    • FIN_FINANCIALS_U_TRG3
    • INV_HIERARCHIES_IUD_TRG1
    • INV_INVESTMENTS_U_TRG1
    • PMA_PORTFOLIOS_U_TRG1
  • PORTFOLIO_ID column on CAP_SCENARIOS table
  • Procedure RPT_PORTFOLIO_CONTENT_SP and Package RPT_CAPACITYPKG
  • Functions:
    • PMA_CALC_PV_COST_FOR_INV
    • PMA_CALC_PRESENT_VALUE
    • PMA_TRUNC_MONTH_FCT
• Processes:
  • Communicate Scenario (Any copies made by the customer are left in place.)
• Add-ins (Portfolio-related content specified in the list):
  • PMO: New and upgrading customers.
  • NPD: New and upgrading customers.
  • BRM. New and upgrading customers.

Backup of Removed Portfolio Tables

After you upgrade to release 13.2, old portfolio information is not available in the general user interface. During the upgrade, information is backed up and maintained in tables within the CA Clarity PPM relational database management system.

The names of the backup tables are in the following format: XBKP_<ORIGINAL_TABLE_NAME>. In the XBKP table name prefix, BKP indicates a backup table. The X causes the table name to display at the bottom of the table list when viewed from a database client.

In common tables like ODF_FILTER_EXPRESSIONS, only records that are portfolio-related are backed up, not all records. The following table lists the names of backup tables and a description of the data they hold.