New User Experience: Create, Open, and View Projects

Projects are sets of coordinated activities that are managed to deliver a product, service, or other Return on Investment (ROI). Examples include a development project for a mobile app, a credit card security improvement, or an online order entry system. The key elements of a project are the tasks (activities) that define the project work and the staff members who perform the work. Scope, time, and budget constraints guide projects. The constraints influence estimates that attempt to determine task duration, project duration, total cost, and other metrics.
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Projects are sets of coordinated activities that are managed to deliver a product, service, or other Return on Investment (ROI). Examples include a development project for a mobile app, a credit card security improvement, or an online order entry system. The key elements of a project are the tasks (activities) that define the project work and the staff members who perform the work. Scope, time, and budget constraints guide projects. The constraints influence estimates that attempt to determine task duration, project duration, total cost, and other metrics.
The following image illustrates a typical project lifecycle:
Image describing the project lifecycle
Image describing the project lifecycle
As a project manager, define and track your project tasks, team members, documents, links, status, budget, actuals, and other details.
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View Project Progress
 The project tiles on the Projects page provide a quick view of the progress and status of each project:
  • General project health
    : The overall health of the project (
    On Track
    ,
    Needs Help
    , or
    At Risk
    ). Project status reports provide more details. Project tiles display the overall health after you create the first status report.
  • Project timeline
    : The project start and finish dates and completion status of the milestones if any. You can see a maximum of ten milestones from today.
  • Visuals
    : The project blueprint determines which visuals appear on the project tile. For example, ring charts showing effort or budget spent.
  • Project module icons
    : The project blueprint determines which module icons appear on the project tile. For example, tasks, conversations, links, or financials.
Filter the Project Tiles
To search for projects, you can apply one or more of the following filters on the Projects page. The filters appear when you clickimage2017-10-31 13:47:26.png 
Search or filter...
in the filter bar. Your access rights determine which project tiles appear.
  • Project Manager
    : Filter projects by their assigned project manager.
  • Project OBS:
    Filter projects by OBS unit. You can constrain your search to the selected
    Unit Only
    , or expand your search to include more OBS levels. 
    • To search higher levels of the OBS hierarchy, select
      Unit and Ancestors
      .
    • To search lower levels of the OBS hierarchy, select
      Unit and Descendants
      .
  • Project Type: 
    Filter projects by their assigned type. The type of project often corresponds to the project template such as
    Marketing
    ,
    Development
    , or
    Infrastructure
  • Work Status:
     Filter projects by their current lifecycle status value such as
    Requested
    ,
    On Hold
    , or
    Complete
    .
  • Team Member:
     Filter projects by team member. The filter displays only the active labor resources that a project manager added to at least one project. The filter displays a maximum of 25 team members. 
  • Active Status
    : Filter projects by their 
    Active
    or
    Inactive
    status.
  • You can also enter a full or partial project name or ID in the search box. The Projects page displays the project tiles that match your search criteria.
  • The filters support multiple selections. When you select more than one check box, the search expands to include your selected values.
  • To clear a filter, click the X or CLEAR ALL. To clear all filters, click the X at the far right edge of the filter bar.
  • Project Type and Work Status are lookup attributes that display the active values that your administrator configured.
  • Your filter selections continue to apply even after you log out, navigate to another page, or your session times out.
  • The display order of the lookup values in the
    New User Experience
    follows the sort order (manual or alphanumeric) set in Classic PPM. The selected lookup values in
    New User Experience
    always appear in alphanumeric mode irrespective of the sort order set in Classic PPM.
For example, the following image shows matching project tiles that match all of the following filter criteria:
  • Active Status
    is set to
     Active
     projects; and
  • Project Manager
    is set to 
    Henry Reed
     or 
    Joy Sutherland
    ; and
  • Project OBS
    is set to a specific OBS unit and its ancestors or another unit and its ancestors (hidden to save space, indicated by the +1 in the filter); and
  • Project name
    contains the string 
    Re
    , which finds matching projects with 
    Re
     in their names such as 
    Re
    lease.
Image showing how to filter for projects.
Update the Effort and Budget Visuals for a Project
The Effort Spent and Budget Spent visuals that appear on the default project tiles provide the following information about a project at a given time.
  • The actual numbers of hours already posted by team members as a percentage of the total available hours.
  • The total actual cost or amount that is already spent as a percentage of the total budget for the project.
To keep your project and financial data synchronized with the latest posted actuals, run the jobs in the following table in the listed order in Classic
Clarity PPM
. The list of jobs that you run depends on the method that you are using for posting your actuals.
Method for Posting Actuals
Jobs
Notes
Timesheet Entry
  • Post Timesheets
  • Post Transactions to Financials
  • Post to WIP
  • Time Slicing
  • Investment Allocation
Run the Post Timesheets job to update the project. Next, run the Post Transactions to Financials and Post to WIP jobs to update the financials.
Transaction Entry
  • Post to WIP
  • Import Financial Actuals
  • Time Slicing
  • Investment Allocation
Create the voucher automatically to validate the entry on the user interface. Next, post the entry to WIP to update the financials and the Import job to update the project.
XOG
  • Post Transactions to Financials
  • Post to WIP
  • Import Financial Actuals
Run the Post Transactions to Financials job to validate the transaction. Next, run the Post to WIP job and post the transaction to financials and the Import job to update the project.
WIP Adjustment
  • Import Financial Actuals
  • Time Slicing
  • Investment Allocation
Approve the WIP adjustments before running the Import Financial Actuals job.
After the adjustment to the financials is approved, run the Import job to update the project.
Create a Project from a Template
To save you time and effort, and to help with consistency, create projects from project templates. A template is a framework that helps you quickly get started with new projects. For example, you may have templates for major projects, application changes,and infrastructure deployment. The following image illustrates some sample project templates:
Image illustrating some sample project templates.
Templates are created in Classic
Clarity PPM
and are based on standard task and role assignments from a project type. Use a project template to copy the contents of the template into the new project. You can modify any of the copied information from the template in the new project. The following items are copied from the template:
  • Task hierarchy:
     A two-level hierarchy where child tasks and milestones are grouped under phases.
  • Roles:
     After adding a team member to the project that matches a role, you can remove the role.
  • Financial plans:
     Both detailed and summary financial plans are copied. 
Before you begin, review the
Project Creation
information in New User Experience: Compare with Classic CA PPM. This information helps you better understand the project-related capabilities in the
New User Experience
.
Follow these steps:
  1. In the main menu, click
    Projects
    .
  2. Click
    NEW PROJECT
    .
  3. Use the horizontal arrows to find and click the template that you want to use. You can also search for a project template.
  4. Specify a project name, unique project ID and click
    CREATE.
    The Project ID field is displayed on the new project popup only if auto-numbering is disabled for the INVESTMENT ID attribute of Project object in the Classic
    Clarity PPM
    .
    The new project with the specified name is created.
  5. Click
    DETAILS
    and specify the project details.
    Enter up to 80 characters in the Project name field and up to 20 characters in the Project ID field.
View Project Details
If a color or icon display mapping and description is set up for an attribute in Classic
Clarity PPM
, a stoplight color (diamond icon) and a tooltip appear for the attribute in the project details. If a field is empty, the stoplight appears in the default color and no tooltip appears. The following attribute types can display color in the
New User Experience
if a display mapping is set up for them in Classic
Clarity PPM
.
  • Number
  • Percent
  • Money
  • Attribute with a static list lookup type that returns a number
  • Attribute with a static list lookup type that returns a string
  • Calculated attribute that returns a number
  • Aggregated Calculated Attribute (ACA) which returns a number
  • Formula which returns a number
See
Configure Display Mappings
in the topic
CA Clarity PPM Studio Object Views
.
View or Edit OBS Fields
As an administrator, you can configure OBS fields in blueprints to allow other users to view or edit them on the project details page. See 
Edit Blueprint Details
in New User Experience: Configure Project Blueprints
As a project manager with sufficient rights, you can edit the OBS fields on the project details page to change the organizational path for the project. The value gets updated in Classic
Clarity PPM
as well. For a financial OBS, the field displays the complete path starting from the entity. For a non-financial OBS, the field displays the hierarchical path.
To view the OBS attributes on the project details page, enable the attributes for API access by entering an API Attribute ID in Classic
Clarity PPM
.
Follow these steps:
  1. Open a project and click
    DETAILS
    .
  2. (Optional). Edit the OBS field to change the organizational path for the project. The following conditions apply:
    • You cannot add an OBS unit ID that belongs to another OBS type or an invalid ID.
    • The Financial OBS shows all its values irrespective of the selected entity.
    • If financial plans exist for the project, you cannot change the OBS unit for the department. If you attempt to select a department from a different entity, an error message appears to remind you.
Add Project Team Members
When you first create a project, it includes certain roles for tasks that are copied from the project template. The roles are placeholders for team members who have the skills required to complete the project tasks. As you add members to the project team and assign them to tasks, you can remove the corresponding roles. For example, after adding a team member with DBA skills, you can assign the member to a task that requires that skill. Thereafter, you can remove the DBA role from the task as you now have a team member that fulfills that role. The task remains and reflects the newly assigned team members, minus the roles that you removed.
For more information about how roles work, and when you can see them in the
New User Experience
, see the Roles section in  New User Experience: Compare with Classic CA PPM.
Follow these steps:
  1. Open a project and click
    CONVERSATIONS
    .
  2. Click
    TEAM
    .
  3. Click
    +Member
    and add the team member.
  4. To view more options, click the team member.
    1. To contact the team member by e-mail, click the mail icon.
    2. To remove a team member, click the remove icon with the (−) minus sign.
When adding team members to a project, you see all active team members from the resource pool. Users with project edit rights can see the Add Team Member option. However, soft or hard booking rights for labor resources is required to successfully add team members. For more information, see
Security for Project Managers
in New User Experience: Compare with Classic CA PPM.
The following image shows options for working with team members:
This image shows options for working with project team members
This image shows options for working with project team members
Open Projects in Gantt View and External Scheduler
As a project manager, you can view your project tasks in the Classic 
Clarity PPM
Gantt view or an external scheduler. If you have configured Classic
Clarity PPM
to work with an external project scheduler (for example, Microsoft Project or Open Workbench), you can launch your project in the external scheduler and manage your work there.
Only a project manager can edit the Gantt or the project schedule. If you are not logged in as the project manager, you can use the Gantt and scheduler options in read-only mode.
  1. Open a project and click
    TASKS
    .
  2. On the tasks page, at top right, click the 
    ⋮ Actions
    menu.
    • To view the tasks in a Gantt chart, click
      PPM GANTT
      .
      A new window shows the projects tasks in the Classic
      Clarity PPM
       Gantt view. See Project Schedules in Gantt View.
    • To view the tasks in an external scheduler, select the scheduler (for example, CA Open Workbench or Microsoft Project).
Deactivate a Project
When a project is no longer needed, you can make it inactive.
  1. Open a project and click 
    DETAILS
    .
  2. In the SETTINGS group, clear the
    Active
    check box.
    : To change an
    active
    project to
    inactive
    requires edit access rights for the project. The financial status of the project must also be
    closed
    or
    on hold
    .
Personalize the Banner Color for a Project
As a project manager, you can personalize your projects by changing the banner color that appears at the top of the project tiles and at the top of the project details pages. For example, to promote simplicity and consistency, you change the banner color based on the project status. All current projects are green, completed projects are blue, and projects on hold are black.
To change the banner color, go to the project details and change the color that is currently selected for Banner Color.