CA Clarity PPM 14.2 Release Notes › Enhanced Features › Portfolio Enhancements

Portfolio Enhancements

Limit on the Portfolio Investments

Starting with this release, there is no limit on the number of investments you can have in a portfolio. As a result, you can now define portfolios with a large number of investments. CA Technologies recommends you to define Content Power Filter Criteria that results in a manageable number of investments in each portfolio.

Note: The more investments you configure in a portfolio, the more time it takes to run the Portfolio Synchronization job and to calculate the totals in the waterline view.

Pending Edits for Waterlines

The changes that you make to the portfolio Waterlines view are now saved as pending edits. These edits are saved temporarily until you save them permanently or discard them. If you navigate away from the view or if you close the session, your pending edits are saved until you log back in. When you go back to the view, you can still save or discard your pending edits.

Discard Changes

This is a new button on the Waterlines view that allows you to discard your pending edits if you decide not to save the edits permanently. The button is enabled when there are pending edits on the view.

Improved Waterline View Navigation

You can now scroll infinitely in both directions of the Waterlines view to see the complete list of investments. There is no pagination as the list of investments is continuously refreshed by a buffered view. At a time 150 investments display on the view.

Enhanced Waterline Drag and Drop

When you drag and drop investments to a new location on the Waterlines view, a tool tip appears showing the drop target and the number of rows that are selected with a green check mark icon. If you have already reached the top or bottom of the list, the icon changes to a red circle with a line.

Change to the Synchronize Portfolio Investments Job

Starting this release, when the number of portfolio investments added between runs of the Synchronize Portfolio Investments job is equal to or greater than 1,000, an alert appears. The alert breaks down the number of investments by type and asks if you want to continue with the synchronization.

The alert appears only when the threshold of 1,000 added portfolio investments is reached. The alert can be triggered when the Sync Now button initiates the job.

Resource Average Allocation Percentage

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

Note: This change can affect your 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 50percent. The allocation is 40/80 or 50 percent as expected.
2. For the 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 calculated allocation of 120 (40 + 80) and suggested 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).
   • Starting with 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 the 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).

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 is renamed to Update Earned Value and Cost Totals to reflect added 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.

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. 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 are added or renamed to reflect the new functionality:

Added:

Assignment::ETC Cost

Renamed:

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

Team::Allocation Cost (previously Team::Allocation Cost Curve)

Team::Hard Allocation Cost (previously Team::Hard Allocation Cost Curve)