PMO Accelerator Release Notes

Welcome to the  PMO Accelerator 14.2 add-in (PMO Accelerator) release notes. This add-in is based on  Release 14.2.
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Welcome to the 
Clarity Project and Portfolio Management (PPM)
PMO Accelerator 14.2 add-in (PMO Accelerator) release notes. This add-in is based on 
Clarity Project and Portfolio Management (PPM)
Release 14.2.
What's New in Release 14.2
The following new features and enhancements are available with this version:
  • New Jaspersoft Advanced Reporting content including a collection of Jaspersoft domains and Jaspersoft Studio reports to be used in conjunction with the PMO Accelerator add-in.
  • Domains included: Application Management, Custom Master Objects, Financial Management, Idea Management, Investment Management, Project Management, Resource Management, and Time Management.
  • Project Management reports included: KPIs by Project Type, KPIs by Project Type (Dashboard), Key Task and Milestone Status, Project Change Request Register, Project Cost and Effort, Project Issue Register, Project Portfolio Summary, Project Risk Register, Project Risk, Issue, and Change Summary, Project Status Detail, Project Status Report List, Project Storyboard, Project Task Dependencies, and Top 50 Project Watchlist.
  • Investment Management reports included: Investment Allocations and Assignments, Investment Assignment by Task, and Investment Baseline vs. Plan by Task.
  • Resource Management reports included: Capacity vs. Allocation by OBS, Capacity vs. Booking Status by OBS, Capacity vs. Demand by Resource, Capacity vs. Demand by Role, Over/Under Allocation by Resource, Over/Under Allocation by Role, Resource Allocations and Assignments, Resource Assignments by Task, Resource Availability, Resource Baseline vs. Plan by Employment Type, Resource Forecast Utilization, Resource Forecast Utilization Detail, and Resource Skills.
  • Time Management reports included: Missing Time, Resource Time Review by Manager, Resource Time Summary and Detail, Time Compliance, and Time Compliance Detail.
  • Financial Management reports included: Financial Capitalization by Investment, Financial Capitalization Detail, Financial Forecast Review by Investment, Financial Forecast Review by Plan Grouping, and Investment Transaction Inquiry.
  • Administration reports included: User Access Rights, User Access Rights Detail, User License and Activity, and User License and Activity Detail.
  • Jaspersoft roles that include the permissions to the domains and reports available with the advanced reporting content: CSK_ROLE_ADMINISTRATION, CSK_ROLE_ALL_REPORTS_DOMAINS, CSK_ROLE_APPLICATION_MANAGEMENT, CSK_ROLE_CUSTOM_MASTER_OBJECTS, CSK_ROLE_FINANCIAL_MANAGEMENT, CSK_ROLE_IDEA_MANAGEMENT, CSK_ROLE_INVESTMENT_MANAGEMENT, CSK_ROLE_PROGRAM_MANAGEMENT, CSK_ROLE_PROJECT_MANAGEMENT, CSK_ROLE_RESOURCE_MANAGEMENT, and CSK_ROLE_TIME_MANAGEMENT.
  • Full localization support in 19 languages.
New and Improved Portlets
The following portlets were added or improved in Release 14.2. See
PMO Accelerator
for detailed descriptions of these portlets:
Actuals by Transaction Type
 
 
x
Balance
 
 
x
Capital and Operating Budget vs. Forecast
 
 
x
Capital and Operating Cost Summary
 
 
x
Change Request Management
 
 
x
Cost and Effort Dashboard
 
x
 
Cost and Schedule Overview
 
 
x
Current Issues
 
 
x
Current Issues Listing
 
 
x
Earned Value Analysis by Phase
 
 
x
Investment Cost and Role Demand
 
 
x
Investment Cost by Period
 
 
x
Investment Financial Summary
 
 
x
Investment Planning by Period
 
 
x
Investment Schedule
 
 
x
Investment Timesheet Review
 
 
x
Investment Timesheet Summary
 
 
x
Issue Management
 
 
x
Issue by Priority
 
 
x
Issue Listing
 
 
x
Late Status Reports
 
 
x
Late Tasks and Milestones
 
 
x
Milestones
 
 
x
Missing Status Reports
 
 
x
My Timesheets
 
 
x
Overview Program Filter
 
 
x
Overview Project Filter
 
 
x
Overview Sponsor Filter
 
 
x
Pending Estimates Review
 
 
x
Planned Benefit by Goal
 
 
x
Planned Cost by Goal
 
 
x
Planned Cost by Project Type
 
 
x
Planned Cost by Waterline
 
 
x
Planned NPV by Goal
 
 
x
Portfolio Capital and Operating Cost Analysis
 
 
x
Portfolio Capital and Operating Costs
 
 
x
Portfolio Cost and Benefit Analysis
 
 
x
Portfolio Cost by Overall Health
 
 
x
Portfolio Costs
 
 
x
Portfolio Dashboard Filter
 
 
x
Portfolio Investment Count by Approval
 
 
x
Portfolio Investment Count by Goal
 
 
x
Portfolio Investment Count by Type
 
 
x
Portfolio Investment Count by Waterline
 
 
x
Portfolio Investment Count by Work Status
 
 
x
Portfolio Investment Dashboard Filter
 
 
x
Portfolio Planned Cost by Goal
 
 
x
Portfolio Planned NPV by Goal
 
 
x
Portfolio Role Analysis
 
 
x
Portfolio Role Demand by Goal
 
 
x
Portfolio Roles
 
 
x
Posted Transaction Review (Investment)
 
 
x
Posted Transaction Review
 
 
x
Process Bottleneck
 
 
x
Program Manager Cost Dashboard
 
 
x
Program Manager Schedule Dashboard
 
 
x
Project Analysis
 
 
x
Project Baselines
 
 
x
Project Costs by Phase
 
 
x
Project Costs by Resource
 
 
x
Project Costs by Task
 
 
x
Project Cycle Time Analysis
 
x
 
Project Document Review
 
 
x
Project Indicators
 
 
x
Project KPIs by OBS
 
 
x
Project Lifecycle Review
 
 
x
Project Schedule
 
 
x
Resource Utilization
 
 
x
Resource Utilization Percentage by Month
 
 
x
Risk Management
 
 
x
Role Capacity and Demand
 
 
x
Role Capacity and Demand Histogram
 
 
x
Role Demand by Goal
 
 
x
Role Demand by Waterline
 
 
x
Schedule and Progress
 
 
x
Schedule Dashboard
 
 
x
Schedule Performance
 
 
x
Schedule Performance Details
 
 
x
Staffing
 
 
x
Staffing Details
 
 
x
Status Report Indicators
 
 
x
Status Report Listing
 
 
x
Status Report Review Filter
 
 
x
Team Capacity
 
 
x
Team Member Task Summary
 
 
x
Team Utilization
 
 
x
Timesheet Notes
 
 
x
Timesheet Overview Filter
 
 
x
Timesheet Review
 
 
x
Upcoming Milestone
 
 
x
View Protection
If you previously used Studio to configure views or installed another add-in that configured views, these configurations remain as-is when installing the PMO Accelerator add-in. They are not overwritten by new or changed content during installation. You can decide whether to make manual changes to your existing configurations or to apply the new content delivered in the PMO Accelerator.
The following table shows all views that were modified in PMO Release 14.2. Use this information to decide whether to make manual changes to your existing views or to apply the new views.
Application
Application Properties
 
 
x
 
Application List
 
 
x
 
Application Filter
 
 
x
Asset
Asset Properties
 
 
x
 
Asset List
 
 
x
 
Asset Filter
 
 
x
Assignment
Assignment Properties
 
 
x
 
Task Assignment List
 
 
x
Baseline
Baseline Revision Properties
 
 
x
 
Baseline Revision List
 
 
x
 
Baseline Revision Filter
 
 
x
Benefit Plan
Benefit Plan Properties
 
 
x
 
Benefit Plan List
 
 
x
 
Benefit Plan Filter
 
 
x
Benefit Plan Detail
Benefit Plan Detail Properties
 
 
x
 
Benefit Plan Detail List
 
 
x
 
Idea Benefit Plan Detail List
 
 
x
 
Benefit Plan Detail Filter
 
 
x
 
Idea Benefit Plan Detail Filter
 
 
x
Change
Change Properties
 
 
x
 
Change List
 
 
x
 
Change Filter
 
 
x
Cost Plan
Cost Plan Properties
 
 
x
 
Cost Plan List
 
 
x
 
Cost Plan Filter
 
 
x
 
Budget List
 
 
x
 
Budget Filter
 
 
x
Cost Plan Detail
Cost Plan Detail Properties
 
 
x
 
Cost Plan Billing Detail List
 
 
x
 
Cost Plan Detail List
 
 
x
 
Cost Plan Detail Filter
 
 
x
 
Budget Plan Detail Filter
 
 
x
GL Allocation
GL Allocation Debits Properties
 
 
x
 
Debit Rule List
 
 
x
 
Debit Rule Filter
 
 
x
 
Standard Rule Debits Properties
 
 
x
 
Standard Rule List
 
 
x
 
Standard Rule Filter
 
 
x
GL Allocation Detail
Overhead Rule Detail Properties
 
 
x
 
Overhead Rule Detail List
 
 
x
 
Overhead Rule Detail Filter
 
 
x
 
Debit Rule Detail List
 
 
x
 
Standard Rule Detail List
 
 
x
Idea
Idea Properties
 
 
x
 
Idea List
 
 
x
 
Idea Filter
 
 
x
Issue
Issue Properties
 
 
x
 
Issue List
 
 
x
 
Issue Filter
 
 
x
 
Associated Issues List
 
 
x
Other Work
Other Work Properties
 
 
x
 
Other Work List
 
 
x
 
Other Work Filter
 
 
x
Product
Product Properties
 
 
x
 
Product List
 
 
x
 
Product Filter
 
 
x
Project
Project Properties
 
 
x
 
Project List
 
 
x
 
Project Filter
 
 
x
 
Program Properties
 
 
x
 
Program List
 
 
x
 
Program Filter
 
 
x
 
My Projects
 
 
x
 
Subproject Selection List
 
 
x
 
Subproject Selection Filter
 
 
x
 
Project Templates Filter
 
 
x
 
Project Release Filter
 
 
x
 
Project Requirement Filter
 
 
x
Resource
Resource Labor Properties
 
 
x
 
Resource Equipment Properties
 
 
x
 
Resource Material Properties
 
 
x
 
Resource Expense Properties
 
 
x
 
Role Labor Properties
 
 
x
 
Role Equipment Properties
 
 
x
 
Role Material Properties
 
 
x
 
Role Expense Properties
 
 
x
 
Resource List
 
 
x
 
Resource Filter
 
 
x
 
Select Resources List
 
 
x
 
Resource Selection List
 
 
x
 
Resource Finder List
 
 
x
 
Department Resources List
 
 
x
 
Select Resources Filter
 
 
x
 
Resource Selection Filter
 
 
x
 
Resource Finder Filter
 
 
x
 
Department Resources Filter
 
 
x
Resource Credit
Resource Credit
 
 
x
 
Resource Credit List
 
 
x
 
Resource Credit Filter
 
 
x
Resource Credit Detail
Resource Credit Detail List
 
 
x
Risk
Risk Properties
 
 
x
 
Risk List
 
 
x
 
Risk Filter
 
 
x
 
Associated Risks List
 
 
x
Service
Service Properties
 
 
x
 
Service List
 
 
x
 
Service Filter
 
 
x
 
Service Subscriptions List
 
 
x
 
Service Subscriptions Filter
 
 
x
 
Service Subscriptions List (Add)
 
 
x
 
Service Subscriptions Filter (Add)
 
 
x
Status Report
Status Report Properties
 
 
x
 
Status Report List
 
 
x
 
Status Report Filter
 
 
x
Task
Task Properties
 
 
x
 
Task List
 
 
x
 
Task Filter
 
 
x
 
Association Task List
 
 
x
 
Gantt List
 
 
x
 
Task Resource Utilization List
 
 
x
 
Project Requirement Task List
 
 
x
 
Select Task List
 
 
x
 
Association Task Filter
 
 
x
 
Gantt Filter
 
 
x
 
Task Resource Utilization Filter
 
 
x
Team
Staff Member Properties
 
 
x
 
Project Team Staff List
 
x
 
 
Project Team Detail List
 
x
 
 
Team Staff List (Investments)
 
 
x
 
Team Detail List (Investments)
 
 
x
 
Resource Allocations List
 
 
x
 
Resource Allocations Detail List
 
 
x
 
Team Selection List
 
 
x
 
Project Team Filter
 
 
x
 
Team Filter
 
 
x
 
Resource Allocations Filter
 
 
x
 
Resource Selection Filter
 
 
x
Attribute No Longer Supported
The following attribute has been removed from the PMO Accelerator Release 14.2 and is no longer supported:
  • BTM Integration (ID: btm_integration)
This attribute was available on the investment and portfolio investment objects. The attribute is no longer delivered with the PMO Accelerator; however, it is not automatically deleted for upgrades. Upgrading customers should manually delete this attribute from the investment object, which automatically deletes it from the portfolio investment object.
PMO Accelerator Certified and Supported Versions
Only the following PMO Accelerator and 
Clarity Project and Portfolio Management (PPM)
 combinations are certified and supported. Use this table to check that you have the correct version: 
Clarity Project and Portfolio Management (PPM)
Version
Add-In Version
14.2
14.2
14.1
14.1
13.3
3.3
13.2
3.2
13.1
3.1
13.0
3.0
12.1
2.2
8.1.5/12.0.6
2.1.1
8.1.5/12.0.5
2.1
8.1.5
2.0
8.1 Service Pack 2
1.3
8.1.1
1.2
The upgrade from PMO v1.2 to PMO v3.0 is not a valid upgrade path. If you have PMO v1.2 installed, you must upgrade to PMO Release 3.1 or higher.
Upgrades from versions prior to PMO v1.2 need to patch the COP_PROJECT_ROLLOUP_V database view to remove references to the PRBASESUM column of the PRASSIGNMENT table before upgrading to PMO Release 3.3. Contact technical support to obtain a patch.
CA Best Practices Accelerator (BPA)
As of PMO Accelerator v2.0, the PMO Accelerator add-in includes portlets, processes, subobjects, and templates that you may already have if the Best Practices Accelerator (BPA) was previously installed. If you are upgrading from PMO Accelerator v1.3 and you have the BPA installed, see Upgrading from Clarity Best Practices Accelerator to PMO Accelerator v2.1.