CA PPM Web Parts in Project Sites

The Microsoft SharePoint Connector includes custom Web Parts that enable you to access and display  project information in your SharePoint sites. You can use these customized Web Parts to access predefined stock and custom data providers in a project. You can add one of the following Web Parts:
ccppmop143
The Microsoft SharePoint Connector includes custom Web Parts that enable you to access and display
Clarity Project and Portfolio Management (PPM)
 project information in your SharePoint sites. You can use these customized Web Parts to access predefined stock and custom data providers in a project. You can add one of the following Web Parts:
  • Clarity Project and Portfolio Management (PPM)
     List Web Part
    : Add and configure this Web Part to view a list of instances of a project sub-object, such as baselines, resources, issues, and tasks. Configure this Web Part to display the results of certain Studio queries.
  • Clarity Project and Portfolio Management (PPM)
     Chart Web Part:
    Add and configure chart Web Parts to view charts based on project sub-objects. Create charts that are based on the results of Studio queries.
You can configure more than one Web Part to access the same project information. You can add 
Clarity Project and Portfolio Management (PPM)
 Web Parts to more than one Web Part zone or site and configure them to display the same project information concurrently. For example, you can add two list Web Parts: one Web Part to a 
Clarity Project and Portfolio Management (PPM)
 project site and another Web Part to a non-
Clarity Project and Portfolio Management (PPM)
 project site. You can then configure both Web Parts to access the same data provider and the same project. Similarly, you can configure two or more 
Clarity Project and Portfolio Management (PPM)
 List Web Parts in the same project site to access the same data provider.
Add 
Clarity Project and Portfolio Management (PPM)
 Web Parts to Project Sites
After creating a project site, you can add Web Parts to the site and configure the Web Parts to view data from a selected 
Clarity Project and Portfolio Management (PPM)
 data provider. To manage 
Clarity Project and Portfolio Management (PPM)
 Web Parts, you need the Microsoft SharePoint permission level of
Design
or
Full Control
.
Follow these steps:
  1. On the Web Part page to add a 
    Clarity Project and Portfolio Management (PPM)
     Web Part, click Site Actions, and then click Edit Page.
  2. In the Web Part zone to add a Web Part, click Add a Web Part.
  3. In the All Web Parts list, select the 
    Clarity Project and Portfolio Management (PPM)
     Web Part, and click Add.
    The Web Part is added to the Web Part zone.
Integrate Lists with Microsoft Outlook 2010
Some 
Clarity Project and Portfolio Management (PPM)
 data providers, such as the Tasks project sub-object, emphasize attributes such as dates and milestones. After you configure a 
Clarity Project and Portfolio Management (PPM)
 List Web Part to display this list, you can integrate the list with Microsoft Outlook 2010 and track the list regularly from Microsoft Outlook.
You can write and use NSQL queries that filter major milestones, such as phase gates, or common tasks, such as quarterly project review meetings. You can then use the Connect to Outlook command in a
Clarity Project and Portfolio Management (PPM)
List Web Part to get this information about everyone's task list in Microsoft Outlook.
You can integrate a list that is contained in a 
Clarity Project and Portfolio Management (PPM)
 List Web Part with Microsoft Outlook 2010 only if you selected the Task List check box when you configured the 
Clarity Project and Portfolio Management (PPM)
 List Web Part.
Follow these steps:
  1. In 
    Clarity Project and Portfolio Management (PPM)
     List Web Part, click Actions, and then click Connect to Outlook.
  2. At the prompt, click Yes.
    The contents of the list appear in a new task folder that is created automatically in Other Tasks in Microsoft Outlook 2010.
After you integrate the list with Microsoft Outlook, do not modify list items from the task folder that were automatically created in Microsoft Outlook. To modify any of the list items in Microsoft Outlook, first create a new task folder in Microsoft Outlook, move the list to the new task folder, and then modify list items from the new task folder.
Open List Items in 
Clarity Project and Portfolio Management (PPM)
 from Microsoft SharePoint
The list displayed in a list Web Part may have to be updated regularly. The existing list items can be modified and new items added. However, because you cannot modify the list in a 
Clarity Project and Portfolio Management (PPM)
 List Web Part directly, but from within 
Clarity Project and Portfolio Management (PPM)
. You can use the Link to Clarity feature that is provided on the list item menu to open the 
Clarity Project and Portfolio Management (PPM)
 properties page. 
You can change the list item in 
Clarity Project and Portfolio Management (PPM)
. However, any changes that you make in 
Clarity Project and Portfolio Management (PPM)
 are not reflected in Microsoft SharePoint on the 
Clarity Project and Portfolio Management (PPM)
 List Web Part. If you modify or delete a list item in 
Clarity Project and Portfolio Management (PPM)
, synchronize the list with 
Clarity Project and Portfolio Management (PPM)
 before the changes display in the 
Clarity Project and Portfolio Management (PPM)
 List Web Part.
Follow these steps:
  1. Point to the title of the list item, click the arrow that appears, and click Link to Clarity. If you are logged in to 
    Clarity Project and Portfolio Management (PPM)
    , the properties page appears in a new browser window.
  2. If you are not logged in to 
    Clarity Project and Portfolio Management (PPM)
    , on the login page that appears, enter your 
    Clarity Project and Portfolio Management (PPM)
     user name and password, and then click Login. The properties page for the list item appears.
Configure Web Part to Display 
Clarity Project and Portfolio Management (PPM)
 Documents
You can configure a 
Clarity Project and Portfolio Management (PPM)
 Web Part to display documents from a 
Clarity Project and Portfolio Management (PPM)
 project Document Manager repository.
A
Clarity Project and Portfolio Management (PPM)
List Web Part displays a nonhierarchical list of the documents that are contained in all of the folders in the
Clarity Project and Portfolio Management (PPM)
project Document Manager. Additional information about the documents, such as a document parent, can be displayed in columns in the Web Part.
Follow these steps:
  1. In the Web Part menu of the 
    Clarity Project and Portfolio Management (PPM)
     List Web Part, click Edit, and click Modify Shared Web Part.
  2. In the 
    Clarity Project and Portfolio Management (PPM)
     section of the tool pane, from the 
    Clarity Project and Portfolio Management (PPM)
     Data Provider list, select Documents, and wait for the page to refresh.
  3. (Optional) Customize the Web Part by providing details in the Appearance, Layout, and Advanced sections.
    For more information about customizing the Web Part, see the Microsoft Windows SharePoint documentation.
  4. Click OK.
    The 
    Clarity Project and Portfolio Management (PPM)
     List Web Part displays all of the documents that are stored in the 
    Clarity Project and Portfolio Management (PPM)
     project Document Manager repository.
View a Project Document from Microsoft SharePoint
You can configure a 
Clarity Project and Portfolio Management (PPM)
 List Web Part to display a list of documents that are stored in the project Document Manager repository. In this case, you can view the contents of any document from within Microsoft SharePoint without having to log in to 
Clarity Project and Portfolio Management (PPM)
.
Follow these steps:
Point to the title of the document, click the arrow that appears, and click Open from Clarity. The 
Clarity Project and Portfolio Management (PPM)
 project document opens in a new browser window or in the associated application.
You can edit a document that the associated application opens, but you cannot save the changes into
Clarity Project and Portfolio Management (PPM)
. To modify the document, make your changes in
Clarity Project and Portfolio Management (PPM)
.