The initial status of CA Clarity PPM change order tasks originating from Service Desk is Evaluate. You can view this status on the Task Properties: Change Order Details page.
During the evaluation period, the CA Clarity PPM project manager can begin to scope the task and evaluate resource capacity by assigning staff, ETC, start and finish dates to the task. Evaluating and scheduling tasks is basic project management functionality.
Note: See the Project Management User Guide for more information.
After the task is evaluated, the CA Clarity PPM project manager can change the CA Clarity PPM change order task status from Evaluate to Scheduled. To do this, from the Task Properties: Change Order Details page, at Change Order Status, select Scheduled, and click Submit.
When you mark a CA Clarity PPM change order task as Scheduled, CA Clarity PPM sends an update to Service Desk. The Log Comment is entered in Service Desk Change Order Activity Log List and details the name of the task assigned resource, the ETC, the start and finish dates. The scheduling process also triggers CA Clarity PPM to set the Service Desk change order Evaluate Clarity Task workflow task status from "Evaluate" to "Complete".
Note: If you have only Service Desk and CA Clarity PPM connected, setting the change order task status to Scheduled triggers CA Clarity PPM to also update the Service Desk change order Notify Assignee workflow task status from Wait to Pending.
If Harvest is integrated with Service Desk and CA Clarity PPM and is being used to manage the change order development, setting the change order task status to Scheduled triggers CA Clarity PPM to also update the Service Desk change order Monitor Harvest Package workflow task status from Wait to Pending.
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