OWB: Manage Projects with Open Workbench

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As a project manager, use CA Open Workbench (OWB), the OWB Release Notes, and the OWB Glossary for project scheduling and management. Create projects, populate them with tasks, identify dependent tasks that are internal or external to the project, and assign resources. To integrate OWB with
Clarity PPM
, review the Open Workbench Release Notes and glossary of terms.
Open Workbench conforms to and supports the underlying ideas of project management while presenting information in an intuitive and easy-to-learn format.  You can also import data, such as tasks, from other projects. You can display project data in various ways, including in spreadsheet views that include Gantt charts and in Critical Path Method (CPM) network views. OWB provides standard views that you can use as is or can modify to meet your needs. When OWB is connected to
Clarity PPM
, you can save and share projects in either tool.
2
Open Workbench Release Notes
Use the following 
Clarity PPM
 Open Workbench Release Notes to help your organization plan for the changes in this optional companion application.
What's New
Resize Popup Windows
: In previous releases, popup windows were too small, did not resize, and required scrolling. You can now resize following commonly used pop-up windows:
  • Task Properties
  • Resource Properties
  • Project Properties
  • External Dependencies
  • Subprojects
  • Manage, Multiple Baselines
  • Preferences
  • View Definition (Project - New or Project - Edit View)
On resizing, the controls inside the dialog box move in accordance with the drag.
Aggregate custom numeric and money values
In this release, you can decide if the numeric and money values need to be aggregated up the WBS. To enable this option, click Preferences, Options. In the resulting General dialog box, select the 
Aggregate custom numeric and money values
 check box. Summary values remain as is, and are not editable. 
By default this option will be unchecked for fresh install as well as upgrade. Once checked, its value will be persisted on upgrade.
: Open Workbench is supported on Windows 10; however, mobile devices, tablets, and hybrid devices such as Surface Pro are not supported due to screen resolution constraints.
Supported Languages
Open Workbench is available in the following languages:
  • Brazilian Portuguese
  • English
  • French
  • German
  • Japanese
The Open Workbench documentation is available in the following languages:
  • English
: Previous versions of the Open Workbench documentation are available from support.ca.com in Brazilian Portuguese and Japanese.
Access Product Documentation
You can access the documentation in the following ways:
  • From any open dialog, click Help.
  • Press F1 on your keyboard.
  • Navigate to docops.ca.com and select your product edition and version. Expand the Using, Project Management section for documentation on Open Workbench.
Open Workbench Glossary
The Open Workbench glossary contains a list of terms for OWB objects and concepts.
Availability
Resource
availability
is the amount of time a resource is available and can be allocated to a project.
Baseline
A
baseline
is a snapshot of the project schedule that is taken earlier in the project that you can later use to measure project progress against earlier estimates of project progress.
Category
Use
categories
to select and filter different groups and classes of tasks, notes, or resources in the view.
Critical Path
Critical path
is a set of tasks in a project for which any delay or expansion lengthens the project or causes project deadlines to slip. The critical path determines the project's earliest finish date.
Autoschedule uses the critical path value to determine the tasks that drive the project deadlines and constraints.
Critical Task
Critical tasks
have a float of zero or less; therefore, when a critical task is delayed, the project finish date or other deadlines are affected.
Dependency
A
dependency
provides you with a means of ordering the relationship, timing, and logical sequence between a task within the same project (internal dependency) or between a task in your project and a task that is external to the project (external dependency).
Dependency Type
Dependency Type
is the constraint that you place on the detail task or milestone's start or finish date.
You can create the following types of dependencies to establish the relationship between the start and finish dates of dependent tasks:
  • Finish-Start. The predecessor task finish date determines the successor task  earliest possible start date. With this dependency type, the successor task cannot start until its predecessor task finishes.
  • Finish-Finish. The predecessor task finish date determines the successor task  earliest possible finish date. With this dependency type, the successor task cannot finish until its predecessor task finishes.
  • Start-Start. The predecessor task start date determines the successor task  earliest possible start date. With this dependency type, the successor task cannot start until its predecessor task starts.
  • Start-Finish. The predecessor task start date determines the successor task  earliest possible finish date. With this dependency type, the successor task cannot finish until its predecessor task starts.
Dependency Violation
A
dependency violation
is a dependency link that has been improperly set.
Duration
Duration
is the length of time, in business days, a task requires from conception to completion, including the start and finish dates.
Earned Value Analysis (EVA)
Earned Value Analysis
(EVA) is a statistical operation that compares the project  actuals against what was planned. For example, it compares the length of time a task takes, according to a baseline budget plan, with the actual time it took. EVA is also referred to as
Performance Measurement
.
Estimate To Complete (ETC)
Estimate To Complete (ETC)
is the estimated time for a resource to complete an assignment.
Fixed Duration
A
fixed duration
task is a constrained task that must finish in a specific amount of time. Fixed-duration tasks are constant and are not driven by resource assignments. A fixed-duration task is also referred to as a time-constrained task.
Float
Float
is the number of days that task  initiation or completion can be delayed without adversely affecting the project finish date. Float is calculated using the following formula: Late Start - Early Start
Global File
The
Global File
is the default location of global settings, such as calendars, resource files, and note categories.
Global Resources
Global resources
are those resources that are available to you to staff on projects when you are using Open Workbench with
Clarity PPM
. You can select a team of resources from a list of global resources and can make them available to your project. The global list displays roles and resources to which you have booking rights.
Highlights
Highlights
are the fonts, colors, symbols, and patterns you can define for highlighting project data.
Key Task
A
key task
is a task that you consider being of key importance to the project. When you mark a task as a key task, its status does not affect any other Open Workbench behavior.
Lag
Lag
is the predetermined amount of time between the start, finish, or both of two tasks in a project plan.
Lag Type
Lag Type
is the unit of measure for the value you enter for lag. You can specify lag in terms of time or percent. Choices are Daily or Percent.
Percentage of duration is typically based on the length of the predecessor task. However, if you specify the dependency type as Finish-Finish, the percentage of duration is based on the length of the successor task.
Library
An Open Workbench
library
is a .rwl library file that stores view Library data, including the names of library groups that categorize views, sorts, and filters. Libraries also store the paths to and names of views, sorts, and filters that appear in the library groups.
Loading Pattern
A
loading pattern
defines how work is spread across the duration of a task. The loading pattern for a resource defines how resource assignments are used to complete tasks when you recalculate the task duration and you autoschedule your project.
Negative Lag
Negative Lag
is the amount of time or percentage of task duration in which two tasks can be simultaneously in process in a project plan.
Notes
Notes
let you record project-specific information for yourself or for other staff members.
Pending Estimate
A
pending estimate
is the pending state of ETC until a  project manager accepts or rejects the new value. You can edit the ETC. However, only change it if you complete the assignment ahead of schedule or if you need more hours.
Project Status
A
project status
shows the results that are compared to the project plan. Status is determined in terms of costs, resources, deliverables, and whether the project is started, not started, or complete. In Open Workbench, a status indicator reflects the status of a project, or for a program, the status of its component projects.
Resources
Resources
are people that are required to complete a  project  on time. Resources are assigned to project tasks.
Roles
Roles
are generic resources that represent the job responsibilities of the resources that are assigned to a project. A role defines the work function while a resource identifies the individual who performs that role. Examples of roles include a project manager, programmer, and business analyst.
Subnets
Subnets
are a set of tasks in a project that have dependencies among themselves. During Autoschedule, you can calculate separate critical paths for each subnet and for each task that does not have dependencies.
Task Priority
The
task priority
controls the order in which tasks are scheduled during autoschedule, subject to dependencies and task and resources constraints. Autoschedule, therefore, schedules tasks with higher priority ahead of tasks with lower priority.
Variable Duration
A
variable duration
task is a constrained task that can change when you autoschedule your project. Variable-duration tasks depend on the availability and the number of assigned resources. A variable-duration task is also referred to as a resource-constrained task.
Views
Views
are the means by which you display a project plan and other project data.