View User Counts by License Type

The application assigns a license type to each named user to represent their consumption of product features and functionality. Access rights determine the license type that is assigned to each user.
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The application assigns a license type to each named user to represent their consumption of product features and functionality. Access rights determine the license type that is assigned to each user.
As an administrator, familiarize yourself with the following application business rules for licensing:
  • You cannot assign license types directly to users. Instead, you assign access rights to each named user (you can also manage access right assignments by group or OBS) and those rights determine which license is applied to that user.
  • You have great control over the rights that are granted to each user, including rights assigned by instance, group, or OBS. The application can also automatically assign a right to a user based on the actions that you allow them to perform. For example, if you give a user the right to 
    create
     a project, they will likely expect the right to 
    view
     it later. Indeed, not auto-granting certain rights can present its own problems. See 
    CA PPM Access Rights Reference
     in the English edition of the documentation.
  • You can use the License Information page to view license information including the license types and the number of users who are assigned to each license.
: As an administrator, you can adjust user access rights to change the total counts for each license type. You can associate a user with thousands of access rights; however, the application associates a user with only one license type.
License Types
Named users are classified into one of the following license types:
  • Full:
     Full use of the functionality and any licensed options. These users typically configure the application and can create object instances such as projects. They can manage portfolios, projects, and resources.
  • Restricted:
     Functionality is limited. These users typically enter time, update tasks, and view information.
  • View Only:
     Potentially unlimited viewing of information; however, typically the viewing is limited.
  • Other:
    The
    Other
    license type is used to associate users to other licensing that is not specific to the product. 
If users have access rights that map to multiple license types, the highest license type prevails. For example, a user has the 
Project - Edit Assigned Tasks
right (typically counted as a
restricted
license). That same user also has the
Project - Create
right (a
full
license type). The application includes that user in the
full
license type count.
View License Information 
View the license Information to verify that your organization complies with your current 
Clarity PPM
 licensing agreement. Use license information to accomplish the following goals:
  • View the license types and the number of users who are assigned to each license.
  • Determine if new licenses are required.
  • Identify the types of users consuming certain license types to analyze why certain license types are used more than others.
You can view license information from the following portlets:
  • User Count by License Type
    Lists the number of licensed users for a particular license type.  
  • Rights by License Type 
    Lists all the access rights that are assigned to each license type for each user. Review the Rights by User portlet for specific users to determine what is inflating the total Full license count.
  • User List by License Type
    Lists the users and their details for a particular license type. Review the User List by License Type portlet to see if any users are incorrectly associated with the license type.
  • Rights by User
    Lists all the rights for each license type that is associated with a user.
The license information does not count inactive and locked users.
: The User List by License Type and the Rights by User portlets are not available in the default view of the License Information page. You need to add these portlets to the page.
You can install 
Clarity PPM
 on the same instance with another CA product. In multiple product environments, the license portlets show four license types (Full, Restricted, View Only, and Other). The license type is the highest in the license hierarchy.
View User Count by License Type
You can view the number of licensed users and their license type from the License Information portlet.
Follow these steps:
  1. In the Classic PPM main menu, click
    Administration
    ,
    Organization and Access
    ,
    License Information
    .
    The 
    License Information
     page appears.
  2. Review the
    User Count by License Type
    portlet to get the user count for each license type.
  3. Click each license type to view the list of resources that are assigned to the license type. 
    The User List by License Type portlet shows each resource, their license, and their last login time.
  4. Click each user to view the list of access rights that are assigned to that user.
    The Rights by User portlet lists all the rights that are associated with the users and their license types. The access rights list includes rights that are directly granted to the user through groups and OBS.
View Access Rights by License Type
You can view the designated license type associated with each access right in the Rights by License Type portlet. Use the list as a reference when granting access rights to end users.
Follow these steps:
  1. In the Classic PPM main menu, click 
    Administration
    ,
    Organization and Access
    ,
    License Information
    .
    The
    License Information
    page appears.
  2. In the
    Rights by License Type
    portlet, each access right shows its assigned License Type. 
  3. Sort the access rights list by each license type to view the associated rights.
  4. You can also filter the list by type, access right, or description. To view the access rights for the
    New User Experience
     and determine their license type, enter the following text in the
    Description
    filter field:
      *new user experience*
  5. Click
    Filter
    .
  6. (Optional) You can also export the data to CSV or Excel. 
View User List by License Type
You can use the View User List by License Type portlet to review if any users are incorrectly associated with the license type.
Follow these steps:
  1. In the Classic PPM main menu, click 
    Administration
    Organization and Access
    License Information
    .
    The 
    License Information
     page appears.
  2. In the 
    User Count by License Type
     portlet, click
    Full
    or
    Restricted
    .
    The User List by License Type portlet appears.
Add the User List by License Type Portlet to the License Information Page
Follow these steps:
  1. In the Classic PPM main menu, click 
    Administration
    ,
    Studio
    Portlet Pages
    .
  2. Filter and locate the 
    License Information
     page.
  3. Click the
     License Information
     page to open it.
  4. Select the 
    Content
     tab.
  5. Click the 
    Add
     button to add new content to the page.
  6. In the title page, enter name of the portlet you want to add.
  7. Select the portlet and click the 
    Add
     button to add it.
    : You can use the Add and Select More button to add multiple portlets to a page.
  8. Click the 
    Save
     button to finalize your changes.
  9. Open 
    Administration
    , and from 
    Organization and Access
    , click 
    License Information
    The license information page appears.
  10. Review the information displayed in the portlet.
  11. Click 
    Options
     and use the export options to export the data in this portlet.
    : You can perform the same steps to add the Rights by User portlet to the License Information page and review the information in the portlet.
Core Product License Functionality
The following key functionality is available in the core product license:
  • Advanced Earned Value Management
  • Advanced Reporting with Jaspersoft
  • Application Portfolio Management
  • Asset Portfolio Management
  • Collaboration
  • Configuration, Administration
  • Demand Management
  • Document Management
  • Idea and Incident Submittals
  • Idea-to-launch Management
  • Integration through the XML Open Gateway
  • Integration with Microsoft Project and Open Workbench
  • Integration with Microsoft SharePoint
  • IT Financial Management
  • IT Service Portfolio Management
  • PMBOK Best Practices Content
  • PMO Best Practices Content
  • PRINCE2 Best Practices Content
  • Processes and Workflow
  • Product Portfolio Management
  • Program Management
  • Project Financial Management
  • Project Management
  • Project Portfolio Management
  • Requirements Planning
  • Resource Management
  • Unlimited Amount of Named Users Viewing Access
User Status
Users are named and are non-concurrent. Only 
Active Users
 are counted. Users are counted for license compliance by status, as described in the following table:
Status
Description
Active
Users can log in to the product and
are counted
as licensed users.
Locked
Users cannot log in to the product and
are not counted
as licensed users. Locked users are created as resources in the system but are not allowed to log in.
Inactive
Users cannot log in to the product and
are not counted
as licensed users. Inactive users cannot be assigned to projects and cannot log in.
Functionality by User License Type
The following table lists the key functional capabilities and the authorized user license types. Use this table to determine whether a user license is Full, Restricted, or View only.
: All references to Studio pertain to
Clarity PPM
Studio and not Jaspersoft Studio nor other products that use Studio in their name.
  
Product Functionality
Full
Restricted
View Only
IT Portfolio Management
(includes portfolio management functionality for services, assets, and applications):
Establish a hierarchy of IT services.
Yes
No
No
View the aggregate labor and costs.
Yes
Yes
Yes
Create a hierarchy to capture department-level work, budgets, cost recovery,
portfolio and capacity planning, service descriptions, and delivery.
Yes
No
No
View services, view departments, and subscribe to a service.
Yes
No
No
Create multiple portfolios (applications, products, assets, and services)
Yes
No
No
Create and edit portfolio analysis criteria
Yes
No
No
View portfolio scorecards
Yes
Yes
Yes
Conduct portfolio analysis
Yes
No
No
Create and manage portfolio plans
Yes
No
No
Run portfolio plans through Capacity Planning
Yes
No
No
Communicate portfolio decisions through workflow
Yes
No
No
Create portfolio fields in Studio
Yes
No
No
Create portfolio portlets in Studio
Yes
No
No
IT Financial Management:
Full
Restricted
View Only
Financial Planning
Set up and view budgets and forecasts using
simple budgets.
Yes
No
No
Define detailed forecasts using cost plans.
Yes
No
No
Conduct what-if analysis.
Yes
No
No
Ability to create and modify plans and budgets by Cost Type.
Yes
No
No
Ability to view plans and budgets by Cost Types.
Yes
Yes
Yes
Chargeback Allocations
Charge back IT costs per service to subscribers.
Yes
No
No
Define a system of rules that are used to generate chargebacks, debit transactions, and accounting credits.
Yes
No
No
View a customer invoice preview and expandable line items as charges accumulate.
Yes
Yes
Yes
View cost recovery statements contrasting incurred costs with chargeback costs
for services that are provided to a customer
Yes
Yes
Yes
Allocate costs to
overhead
and chargeback accordingly
Yes
No
No
Reverse any past chargeback allocations, either partially or in full
Yes
No
No
Allocate chargebacks to a selected fiscal period or split an allocation over multiple periods
Yes
No
No
Cost and Rate Management
Create multiple rate rules by investment, department, project, or client
Yes
No
No
Mark up costs by a specified percentage
Yes
No
No
Internal Chargeback
Create internal invoices.
Yes
No
No
Review pro forma invoices.
Yes
No
No
Project Portfolio Management
(includes portfolio management functionality for projects, programs, and other work):
Full
Restricted
View Only
Create and edit portfolio analysis criteria
Yes
No
No
View portfolio scorecards
Yes
Yes
Yes
Conduct portfolio analysis
Yes
No
No
Create and manage portfolio scenarios
Yes
No
No
Run portfolio scenarios through Capacity Planning
Yes
No
No
Compare portfolio plans
Yes
Yes
Yes
Edit portfolio target data
Yes
No
No
View Portfolio target data
Yes
Yes
Yes
View portfolio data in a waterline format.
Yes
Yes
Yes
Configure Waterline view
Yes
No
No
Create portfolio fields in Studio.
Yes
No
No
Create portfolio portlets in Studio.
Yes
No
No
Product Portfolio Management
(includes portfolio management functionality for products):
Full
Restricted
View Only
Create and edit product portfolio analysis criteria.
Yes
No
No
View product portfolio scorecards
Yes
Yes
Yes
Conduct product portfolio analysis
Yes
No
No
Create and manage product portfolio plans.
Yes
No
No
Run product portfolio plans through Capacity Planning.
Yes
No
No
Communicate product portfolio decisions through workflow.
Yes
No
No
Create product portfolio fields in Studio.
Yes
No
No
Create product portfolio portlets in Studio.
Yes
No
No
Idea-to-Launch Management
Stage Review
Yes
No
No
Gate Review
Yes
No
No
Gate Scoring
Yes
No
No
Requirements Planning
Create and edit Requirements.
Yes
No
No
Create and edit Releases.
Yes
No
No
Create and edit Release Plans.
Yes
No
No
View Requirements, Releases, and Release Plans.
Yes
Yes
Yes
Project Management
(includes planning and management functionality for projects, programs, and time tracking):
Full
Restricted
View Only
Project Management
Create projects and WBS
Yes
No
No
Create projects and WBS from predefined templates
Yes
No
No
Add tasks or subtasks to existing projects (
New User Experience
only)
Yes
Yes
No
Create and update tasks, conversations, and to-do items (
New User Experience
only)
Yes
Yes
No
Create and update project details and status reports (
New User Experience
only)
Yes
No
No
Add unplanned tasks to projects through timesheets
Yes
Yes
No
Access guidelines for projects
Yes
No
No
Profile a project
Yes
No
No
Enter time against projects (Web or Mobile)
Yes
Yes
No
Approve time sheets (Web or Mobile)
Yes
Yes
No
Approve all time sheets (Web or Mobile)
Yes
No
No
View key project status, tasks, milestones, WBS, and resources
Yes
Yes
Yes
Update task status and complete deliverables
Yes
Yes
No
Create and edit plans in Open Workbench using Schedule Connect
Yes
No
No
Create and edit plans in Microsoft Project using Schedule Connect
Yes
No
No
Baseline a project
Yes
No
No
Create project workflows and processes in Process Manager
Yes
No
No
Create new project fields in Studio
Yes
No
No
Create new project management portlets in Studio
Yes
No
No
Capture time on nonproject investments
Yes
Yes
No
Resource Management
Identify resource roles
Yes
No
No
Search for resources to staff projects
Yes
No
No
Save searches for resources
Yes
No
No
Assign resources to projects
Yes
No
No
Manage resource availability calendars
Yes
Yes
No
Methodology Authoring
Create project templates
Yes
No
No
Utilize project templates to create projects
Yes
No
No
Develop forms for profiling projects
Yes
No
No
Create guidelines for completing tasks and deliverables
Yes
No
No
Design project blueprints including attributes, visuals, and modules (
New User Experience
)
Yes
No
No
Administration and Configuration
(
New User Experience
)
Design project blueprints (configure attributes, visuals, and modules)
Yes
No
No
Program Management
Create and Manage Programs
Yes
No
No
View Programs
Yes
Yes
Yes
Roadmaps (
New User Experience
)
Create and Manage Roadmaps and Roadmap Items
Yes
No
No
View Roadmaps
Yes
Yes
Yes
Risk, Issue, & Change Management
Create risks, issues, and change requests
Yes
Yes
No
View risks, issues, and change requests
Yes
Yes
Yes
Promote risks to issues and issues to changes
Yes
No
No
Budgeting, Forecasting, and Actuals
Create budgets and forecasts with duration using simple budgets.
Yes
No
No
Create detailed cost plans by role with the option to populate from staff plan using roles
with budget approval and revision of benefit plans
Yes
No
No
Calculate costs for budgets and forecasts using the default rate matrix based on roles
Yes
No
No
Resource Management
View resource dashboards and portlets
Yes
Yes
Yes
View resource reports
Yes
Yes
Yes
Create new resource fields in Studio
Yes
No
No
Create new resource portlets in Studio
Yes
No
No
Capacity Planning
Create and view what-if scenarios
Yes
No
No
Evaluate capacity as opposed to demand
Yes
No
No
Manage resource supply and demand
Yes
No
No
Skills Management
Create skills database
Yes
No
No
Manage all resource skills
Yes
No
No
Manage own skills
Yes
Yes
No
Find resources by skills
Yes
No
No
Resource Requisitions
Create resource requisitions
Yes
No
No
Fulfill resource requisitions
Yes
No
No
Create resource requisition processes in Process Manager
Yes
No
No
Create new resource requisition form fields in Studio
Yes
No
No
Project Financial Management
Full
Restricted
View Only
Project Financial Management
Define detailed budgets and forecasts using cost plans with any available plan-by types.
Set up budget approval and revision. Set up benefit plans.
Yes
No
No
Track actual project costs
Yes
No
No
Manage resource costs and rate matrices
Yes
No
No
Manage Financial Organization Breakdown Structure
Yes
No
No
Setup multiple currencies and conversions
Yes
No
No
View project cost accounting reports
Yes
Yes
Yes
Project Chargeback Allocations
Create chargeback accounts
Yes
No
No
Assign chargeback allocation rates
Yes
No
No
Generate chargebacks
Yes
No
No
Reverse chargebacks
Yes
No
No
Maintain and review audit trail
Yes
No
No
Demand Management
Full
Restricted
View Only
Idea Creation and Management
Enter new ideas
Yes
Yes
Yes
View status of submitted ideas
Yes
Yes
Yes
Approve/reject submitted ideas
Yes
No
No
Set up idea review and approval processes
Yes
No
No
Receive and respond to action items sent through a process that is defined on the idea object
Yes
Yes
Yes
Create idea fields in Studio
Yes
No
No
Create idea portlets in Studio
Yes
No
No
Convert an idea to a project
Yes
No
No
Track time against an idea
Yes
Yes
No
Enter budget for an idea
Yes
Yes
Yes
Incident Management
Enter new incidents
Yes
Yes
Yes
View status of submitted incidents
Yes
Yes
Yes
Receive and respond to action items sent through a process that is defined on the incident object
Yes
Yes
Yes
View incident statistics
Yes
Yes
Yes
Assign incidents to resources.
Yes
No
No
Update incident status
Yes
Yes
Yes
Record time against incidents
Yes
Yes
No
Set up incident workflows and processes in Process Manager
Yes
No
No
Create incident fields in Studio
Yes
No
No
Create incident portlets in Studio
Yes
No
No
Process Management (Workflow & Processes)
Receive notifications.
Yes
Yes
Yes
Receive and respond to action items.
Yes
Yes
No
Create and edit process workflows.
Yes
No
No
Set up and deploy phase-gate processes.
Yes
No
No
View graphical workflow status
Yes
Yes
Yes
Manage process instances and track metrics.
Yes
No
No
Earned Value Management
Contract Work Breakdown Structure Management
No
No
No
Create contracts and agencies
Yes
No
No
Define the CWBS hierarchy
Yes
No
No
Create Summary Level Planning Packages
Yes
No
No
Create Control Accounts.
Yes
No
No
Create Work Packages.
Yes
No
No
Link Work Packages to Projects or Project Tasks
Yes
No
No
Baseline a Contract
Yes
No
No
Create the CWBS Dictionary.
Yes
No
No
View Contract Pricing costs
Yes
Yes
Yes
View Contract, CWBS, and Control Account dashboards
Yes
Yes
Yes
Update Earned Value Totals for Contracts
Yes
Yes
No
Update Earned Value History for Contracts
Yes
No
No
Generate CPR Data for Contracts
Yes
No
No
View CPR Reports (Formats 1-5)
Yes
Yes
Yes
View CWBS Dictionary report
Yes
Yes
Yes
View CWBS Index report
Yes
Yes
Yes
View Responsibility Assignment Matrix report
Yes
Yes
Yes
Burdening Matrix
Define Burdening Classes
Yes
No
No
Define Burdening Matrix with unlimited burdening levels.
Yes
No
No
Burdening escalation tables
Yes
No
No
Associate Burdening Matrix to Project
Yes
No
No
Configuration Using
Clarity PPM
Studio
Full
Restricted
View Only
Add custom fields, manage objects with PowerMods
Yes
No
No
Create portlets with graphs, charts, grids, tables, and custom HTML
Yes
No
No
Build custom pages and dashboards
Yes
No
No
Configure menu items
Yes
No
No
Modify application look-and-feel
Yes
No
No
Create and manage local configurations through system partitions
Yes
No
No
Build user-defined objects
Yes
No
No
End users create or edit new custom objects
Yes
No
No
End users view custom objects
Yes
Yes
Yes
Manage content packages.
Yes
No
No
Integration with Desktop Scheduling Tools
Access Open Workbench for desktop scheduling
Yes
No
No
Access Microsoft Project for desktop scheduling
Yes
No
No
Collaboration
Utilize document management.
Yes
Yes
No
Manage events and To Do items in calendars.
Yes
Yes
No
Create threaded discussion topics.
Yes
No
No
Participate in threaded discussions.
Yes
Yes
No
Participate in workflow processes.
Yes
Yes
No
Create and edit workflows and processes using Process Manager.
Yes
No
No
Receive and respond to action items.
Yes
Yes
No
Search documents and discussions.
Yes
Yes
No
Receive notifications.
Yes
Yes
Yes
View project documents in 
Clarity PPM
Yes
Yes
Yes
View project documents in SharePoint
Yes
Yes
Yes
Advanced Reporting with Jaspersoft
Full
Restricted
View Only
Run reports.
No
Yes
Yes
View report output
No
Yes
Yes
Access report repository
Yes
Yes
Yes
Create and update ad hoc views and dashboards.
Yes
Yes
No
Create custom reports with Jaspersoft Studio.
Yes
No
No
       Create and update domains.
Yes
No
No
       Create data sources.
Yes
No
No
       Administer Advanced Reporting.
Yes
No
No
Best Practice Accelerators
Full
Restricted
View Only
PMO Accelerator
Load best-practice content
Yes
No
No
Enable portlets, dashboards, and processes
Yes
No
No
Modify portlets and dashboards in Studio
Yes
No
No
Modify workflows and processes
Yes
No
No
View portlets and dashboards
Yes
Yes
Yes
PRINCE2 Accelerator
Load best-practice content
Yes
No
No
Enable portlets, dashboards, and processes
Yes
No
No
Modify portlets and dashboards in Studio
Yes
No
No
Modify workflows and processes
Yes
No
No
View and edit PRINCE2 subobjects
Yes
Yes
No
View PRINCE2 portlets and dashboards
Yes
Yes
Yes
Creating and Running Integrations
Full
Restricted
View Only
XML Open Gateway (XOG)
Run XOG processes.
Yes
No
No
Create, edit, and manage GEL scripts.
Yes
No
No
System Administration
Create and manage the Organizational Breakdown Structure (OBS)
Yes
No
No
Manage users and groups
Yes
No
No
Manage security and privileges
Yes
No
No
Setup fiscal and time reporting periods
Yes
No
No
Setup GL accounts and charge codes
Yes
No
No
Configure the datamart
Yes
No
No
Schedule reports and jobs
Yes
No
No