Release 14.2 Updates › Financial Management

Financial Management

This section provides Financial Management updates for CA Clarity PPM Release 14.2.

Updates to Non Project Investment Objects (NPIOs)

The following updates were made to NPIOs (Programs, Applications, Assets, Products, and Other Work):

Enhanced functionality of the Update Earned Value Totals job

The Earned Value Totals job was renamed to Update Earned Value and Cost Totals to reflect new functionality. This job calculates the earned value and costs for projects and costs for NPIOs. The project or the NPIO can be selected using the Investment Browse field on the job properties page. The job contains parameters that let you select the OBS unit, filter mode for the OBS unit, and the investment manager. The functionality of this job can also be invoked using the object action Update Cost Totals on the Team page of an investment.

New Object Action on the Investment Staff pages

The new object action Update Cost Totals is available on all project and NPIO Staff list and detail pages. This object action calculates the allocation and hard allocation costs. Three new fields (Allocation Cost, Hard Allocation Cost, and ETC Cost) were added to represent these values. The fields were added to capture the cost values in the data warehouse and cannot be broken across the time periods.

These costs can also be selected on custom portlets that are based on the Team data provider. The Staff list and details pages also display the allocation cost and hard allocation cost.

Time Slice Changes

The following time slices were added or renamed to reflect the new functionality:

Added:

Assignment::ETC Cost

Team::Allocation Cost

Team::Hard Allocation Cost

Renamed:

Assignment::Actual Cost (previously Assignment::Actual Cost Curve)

Upgrade Action: None

Resource Average Allocation Percentage

The business logic behind the calculation for the default resource allocation percentage has been improved. When calculating the average allocation percentage and total availability hours, the application uses the start and finish dates for the team member instead of the investment.

Note: This change can affect your own custom metrics and other calculations.

To illustrate the enhancements, create a project with a six-week duration from August 5 to September 13 and staff it with a team of three resources.

1. On the Team list for the first resource, change the finish date to August 17 (two weeks, 80 hours) and the Default Allocation to 50 percent. The allocation is 40/80 or 50 percent as expected.
2. For a second resource, change the finish date to August 17 (two weeks, 80 hours) and the Default Allocation to 50 percent. Add a segment from August 18 to 30 (two weeks, 80 hours) at an allocation of 100 percent.
   • Before this release, the application would calculate an allocation of 120 (40 + 80) and suggest an average allocation percentage for a resource that spans the complete project duration. In other words, the allocation percentage would apply 50 percent to 240, the total hours in the duration of the project (6 weeks x 40 hours = 240).
   • New in this release, the application calculates the allocation of 120 hours but yields a more accurate average allocation of 75 percent. The duration is just four weeks for the resource, not six. Their 120 hours divided by 160 total hours results in an average allocation of 75 percent.
3. For a third resource, change the finish date to August 17 (two weeks, 80 hours) and the Default Allocation to 50 percent. Adjust this segment by specifying an allocation of 100 percent from August 5 to 17.
   • Before this release, the application would calculate an allocation of 40 hours for the two weeks, but an average allocation of 16.7 percent (40/240).
   • New in this release, the application calculates the same allocation of 40 hours but yields an average allocation of 50 percent (40/80).

Upgrade Action: None