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Use the Integration Change Order Dashboard

In CA Clarity PPM, you can view a list of your maintenance project change order tasks from the Change Order Tasks portlet on the Integration Dashboard. This portlet displays a list of the change order tasks added to the project. The Integration Dashboard also contains three default views-General, Labor Effort, and Team Utilization-that summarize project data such as project labor and team utilization. These views are also available on the default project Dashboard.

Note: See the Project Management User Guide for more information.

The data on the Integration Dashboard page is read-only. Dashboard data is drawn from the information you enter in the task and resource assignment fields, and from data submitted in staff member timesheets. This dashboard is automatically updated when new information is added or posted to the project.

To set up the Integration Dashboard for a project

You will need to repeat this procedure for each of your maintenance projects.

  1. Open the CA Clarity PPM project.

    The Project Properties: Main - General page appears.

  2. Select Integration Change Order Dashboard as the page layout in the General section of the page.
  3. Click Save.

    The default Dashboard tab of the project changes to the Integration Dashboard.

To view the project Integration Dashboard

Note: Before you can view the project Integration Dashboard, make sure you set up the page layout of your maintenance project to display the Integration Dashboard. Also, to view the dashboard, you must have Portlet Viewer - All or Portlet - View instance rights.

To view the dashboard, open the CA Clarity PPM project, and select the Integration Dashboard tab.