Add-in: PMO Accelerator

The PMO Accelerator add-in is a collection of content and view configurations that are designed for project portfolio management that is not tied to any specific industry. The PMO Accelerator provides a collection content that your organization does not have to create. The add-in enables you to support your existing program management office (PMO). The add-in is useful for managing and gaining insight into portfolio, program, and project performance.
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The PMO Accelerator add-in is a collection of content and view configurations that are designed for project portfolio management that is not tied to any specific industry. The PMO Accelerator provides a collection content that your organization does not have to create. The add-in enables you to support your existing program management office (PMO). The add-in is useful for managing and gaining insight into portfolio, program, and project performance.
 
The add-in includes the following content:
  • Dashboard pages
  • Portlets
  • Processes
  • View configurations
  • Access groups
For more information about access groups, see 
PMO Accelerator Access Groups
in the
Reference
section of the English documentation. The
Access Rights Reference
information is not localized in other languages. The PMO Accelerator also includes optional sample data you can install in non-production environments. The sample data should never be installed in a production environment. The sample data includes portfolios, programs, projects, ideas, applications, assets, services, other work, resources, resource roles, templates, financial plans, and organizational breakdown structures (OBS). It also includes the minimum administration setup that is required for this content.
PMO Accelerator Add-In Items Automatically Installed
Attributes installed by the PMO Accelerator in previous versions are overwritten during the upgrade to a higher version of the PMO Accelerator. If you have configured these attributes by renaming them, changing formulas in calculated attributes, changing the Included in the Data Warehouse check box, or modifying display mappings; then your configurations will be overwritten and you will need to manually redo them after upgrade. 
The majority of attributes installed by the PMO Accelerator have the 
Include in the Data Warehouse
 field checked by default. You cannot uncheck this field because reports depend upon them. The PMO Accelerator attribute IDs are renamed when their respective columns are created in the Data Warehouse. See the
PMO Accelerator Advanced Reporting Content
under Advanced Reporting with Jaspersoft for a complete list of the attributes and their corresponding column names.
If you have previously configured the content installed by the PMO Accelerator for the items listed in the following table, the configurations are not preserved. They are overwritten during installation or upgrade. The installation of these items is forced in each PMO release because it is required that the changes be applied.
For items that are not objects, the description column in the table references the release that initially contained the change.
Benefit Plan Detail
Object
The installation of this item is forced to guarantee the following attributes are installed in the Benefit Plan Detail object: Benefit Class, and Benefit Subclass.
Idea
Object
The installation of this item is forced to guarantee the following attributes and any corresponding display mappings are installed in the Idea object: Business Owner, Fast Track, Idea Category, Objective, and Request Type.
It also includes the display mappings of the Idea Priority attribute installed with
Clarity Project and Portfolio Management (PPM)
.
Investment
Object
The installation of this item is forced to guarantee the following attributes and any corresponding display mappings are installed in the Investment object: Architectural Fit, BTM Integration, Business Alignment, Business Unit Priority, Commercial Value, Corporate Priority, Portfolio Category 1, Portfolio Category 2, Portfolio Category 3, Portfolio Category 4, Regulatory Compliance, Technology Compliance, and Work Status.
It also includes the display mappings of the following attributes that are installed with
Clarity Project and Portfolio Management (PPM)
: Progress and Status Indicator.
Portfolio Investment
Object
The installation of this item is forced to guarantee that the PMO Accelerator investment and project attributes are available for the portfolio providers and portfolio portlets.
Project
Object
The installation of this item is forced to guarantee the following attributes and any corresponding display mappings are installed in the Project object: Business Owner, Cost Variance %, Estimating Factor 1, Estimating Factor 2, Finance and Governance, Objective, Project Category, Projected Cost Variance, Projected Cost Variance %, Projected Effort Variance, Projected Effort Variance %, Project Management Office, Project Template, Project Type, Schedule to Baseline, Schedule Variance %, and Status Reporting.
It also includes the display mappings of the Risk attribute that is installed with
Clarity Project and Portfolio Management (PPM)
.
Status Report
Object
The installation of this item is forced to guarantee the entire Status Report object is installed with the PMO Accelerator. Any changes to its attributes and any corresponding display mappings will be overwritten during the installation. It does not include or overwrite the object views.
Idea and Project Category Parameterized Lookup
Lookup
PMO Release 14.3:
The lookup query is modified to use the Last Updated Date of the Common Lookup view instead of the Last Updated Date of the Lookup Mapping table.
PMO Release 14.2
:
The installation of this item is forced to guarantee the lookup query is updated with the language code information required by the Data Warehouse.
PMO-Project Status
Page
PMO Version 3.0
:
The installation of this item is forced to guarantee the page layout is installed with the PMO Accelerator and includes the following portlets: Project Indicators, Upcoming Milestones, Project Baselines, Status Report Indicators, Actuals by Transaction Type, and Team Utilization.
Actuals by Transaction Type
Portlet
PMO Release 3.2
:
The installation of this item is forced to guarantee that the portlet reflects the changes made to its query provider. The query provider changes were made to improve performance. As a result of these performance improvements, the following columns are no longer available in portlet configuration: Amount Remaining, Billing, Charge Code, Date Entered, Investment Object Code, Project, Project Department, Project Entity, Project ID, Project Internal ID, Project Location, Resource Department, Resource Entity, Resource Internal ID, Resource Location, Task Internal ID, Transaction Class, Transaction Internal ID, Transaction Type, and WBS Sequence. The aggregation row was also removed.
The portlet was improved so it now supports exporting the detail rows to Excel.
The portlet has two placeholder columns that appear in the grid following the Transaction/Resource/Date column. These placeholder columns do not display any data unless the portlet is exported to Excel. If the portlet is exported to Excel, the resource name and transaction date display in the placeholder columns.
Cost and Schedule Overview
Portlet
PMO Release 14.1
:
Performance improvements have been made to the query provider.
PMO Release 3.2
:
The installation of this item is forced to guarantee that the portlet reflects the changes made to its query provider. The Properties icon was replaced by the Dashboard icon and it links to the project dashboard. The Project column now links to the project properties page. The Planned Capital Cost, Planned Capital %, Planned Operating Cost, and Planned Operating % columns are available for adding by configuration to this portlet. The Actual Cost column was renamed to Actual Cost (ACWP).
Posted Transaction Review
Portlet
PMO Release 3.3
:
The Cost type field is added to the portlet as a column and filter. It is placed after the Charge Code.
PMO Release 3.2
:
The installation of this item is forced to guarantee that the portlet reflects the changes made to its query provider. The Cost Type (column and filter) and the Entry Number (filter only) are available for adding by configuration to this portlet. The portlet does not show results without filtering and the Investment filter is now required.
Note
: This portlet is available from the Posted Transaction Review page in the menu.
Posted Transaction Review
 
Portlet
PMO Release 3.3
:
The Cost type field is added to the portlet as a column and filter. It is placed after the Charge Code.
PMO Release 3.2
:
The installation of this item is forced to guarantee that the portlet reflects the changes made to its query provider. The Cost Type (column and filter) and the Entry Number (filter only) are available for adding by configuration to this portlet.
Note
: This portlet is available as a cost plan detail object action.
Program Manager Cost Dashboard
Portlet
PMO Release 14.1
:
The query has been modified to display Planned ROI and Planned IRR as percent calculated numbers.
PMO Release 3.2
:
The installation of this item is forced to guarantee that the portlet reflects the changes made to its query provider. The Properties icon was replaced by the Dashboard icon and it links to the project dashboard. The Project column now links to the project properties page. The Planned Capital Cost, Planned Capital %, Planned Operating Cost, and Planned Operating % columns are available for adding by configuration to this portlet. The Actual Cost column was renamed to Actual Cost (ACWP).
Schedule and Progress
Portlet
PMO Release 3.2
:
The installation of this item is forced to guarantee that the portlet reflects the changes made to its query provider. The Planned Capital Cost and Planned Operating Cost metrics are available for adding by configuration to this portlet.
Team Member Task Summary
Portlet
PMO Release 3.2
:
The installation of this item is forced to guarantee that the portlet reflects the changes made to its query provider. The Properties icon was replaced by the Dashboard icon and it links to the project dashboard. The Project column now links to the project properties page. The portlet now displays the guidelines icon if the task has a valid URL as a guideline or a guideline is set up for the site.
Actuals by Transaction Type
Query
PMO Release 3.2
:
Performance improvements were made to this query provider. As a result of these performance improvements, the following columns were removed from the query: Amount Remaining, Billing, Charge Code, Date Entered, Investment Object Code, Project, Project Department, Project Entity, Project ID, Project Internal ID, Project Location, Resource Department, Resource Entity, Resource Internal ID, Resource Location, Task Internal ID, Transaction Class, Transaction Internal ID, Transaction Type, WBS Sequence. Also, the query was improved so it now supports exporting the detail rows to Excel.
Change Request Management
Query
PMO Release 14.3:
The query is modified to also display change requests from programs when the Show All filter option is selected.
Cost and Effort Dashboard
Query
PMO Release 14.3:
The query is modified to display subprojects when filtering the portlet by the parent project.
PMO Release 14.2
:
The query has been changed so the Work Status filter is now passing the Work Status internal ID.
PMO Release 3.3
:
This is a new query. The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Cost and Schedule Overview
Query
PMO Release 14.1
:
Performance improvements have been made to the query provider.
PMO Release 3.2
:
The query now includes the new cost columns: Planned Capital Cost, Planned Capital %, Planned Operating Cost, and Planned Operating %. Also, the Actual Cost column was renamed to Actual Cost (ACWP).
Current Issues
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Current Issues Listing
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Earned Value Analysis by Phase
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Investment Resource Utilization
Query
PMO Release 3.3
:
The query has been changed so the portlet displays periods formatted correctly when changing locale settings in
Clarity Project and Portfolio Management (PPM)
.
Investment Timesheet Review
Query
PMO Release 14.3:
The link to the timesheet (clock icon) is modified to include the investment internal ID so when the Cancel button is selected to return from the timesheet to the Investment Timesheet Review portlet, the portlet only shows the time entries of the investment previously selected.
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Investment Timesheet Summary
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Issue Management
Query
PMO Release 14.3:
The query is modified to also display issues from programs when the Show All filter option is selected.
PMO Release 3.3
:
The query has a filter option to include programs. By default, this filter option is set to Yes, which means program issues are displayed in the portlet.
Issues By Priority
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Issues Listing
Query
PMO Release 3.3
:
A link to Investment Properties has been added to the query.
Late Status Reports
Query
PMO Release 3.3
:
The query has a filter option to include programs. By default, this filter option is set to Yes, which means program late status reports are displayed in the portlet.
Late Tasks and Milestones
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Milestones
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Missing Status Reports
Query
PMO Release 3.3
:
The query has a filter option to include programs. By default, this filter option is set to Yes, which means program missing status reports are displayed in the portlet.
My Timesheets
Query
PMO Release 14.1
:
The MS SQL Server version of the query has been fixed so the query does not produce duplicate dimension data in some specific situations.
Pending Estimates
Query
PMO Release 3.3
:
The query excludes records when the recommended change in ETC is equal to zero.
PMO Release 3.2
:
The query only includes pending ETC that is set to a value. If pending ETC is NULL (no value entered), then it will not be included in the query results.
Process Bottlenecks
Query
PMO Release 14.1
:
The query supports a larger number of reviewers that are associated with an action item in a process milestone step.
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Program Manager Cost Dashboard
Query
PMO Release 14.1
:
The query was modified to display Planned ROI and Planned IRR as percent calculated numbers.
PMO Release 3.2
:
The query includes the new cost columns: Planned Capital Cost, Planned Capital %, Planned Operating Cost, and Planned Operating %. Also, the Actual Cost column is renamed to Actual Cost (ACWP).
Program Manager Schedule Dashboard
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Project Analysis
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Project Baselines
Query
PMO Release 3.3
:
The query has been changed so the portlet displays periods that are formatted correctly when changing locale settings in
Clarity Project and Portfolio Management (PPM)
. The query has been fixed for SQL server so it no longer produces a duplicate dimension error. The error was caused by an issue with a database function in the query. The function to calculate non-current baseline has been corrected, eliminating the error.
Project Costs by Phase
Query
PMO Release 3.2
:
The Actual Cost column is renamed to Actual Cost (ACWP).
Project Costs By Resource
Query
PMO Release 3.2
:
The Actual Cost column is renamed to Actual Cost (ACWP).
Project Costs By Task
Query
PMO Release 3.2
:
The Actual Cost column is renamed to Actual Cost (ACWP).
Project Cycle Time Analysis Query
Query
PMO Release 14.2
:
The query has been changed so the duration includes start and finish dates.
PMO Release 3.2
:
The query does not produce duplicate dimensional data anymore when the work breakdown structure has several levels, including phases and tasks.
Project Document Review
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Project Indicators
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Project KPIs By OBS
Query
PMO Release 3.2
:
The Project Details column is renamed to Project Dashboard. The mapping is changed from the Side Arrow Neutral icon to the Dashboard icon.
Project Life Cycle Review
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Risk Management
Query
PMO Release 14.3:
The query is modified to also display risks from programs when the Show All filter option is selected.
PMO Release 3.3
:
The query has a filter option to include programs. By default, this filter option is set to Yes, which means program risks are displayed in the portlet.
Schedule and Progress
Query
PMO Release 3.2
:
The query includes the new cost columns: Planned Capital Cost and Planned Operating Cost.
Schedule Dashboard
Query
PMO Release 14.3:
The query is modified to display subprojects when filtering the portlet by the parent project.
PMO Release 3.3
:
This is a new query. The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Schedule Performance
Query
PMO Release 14.3
:
 The query has been changed so the results are filtered by OBS unit.
 
PMO Release 3.3
:
The query has been changed to include tasks from projects that aew not associated to any OBS unit and display results consistent with the Schedule Performance Details drill down portlet.
Schedule Performance Details
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Staffing
Query
PMO Release 14.1
:
The ProjectID page link parameter was renamed to ID. With this change, the Staffing portlet is now available for configuration on project dashboard pages.
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Staffing Details
Query
PMO Release 14.1
:
The ProjectID page link parameter was renamed to ID. With this change, the Staffing Details portlet is now available for configuration on project dashboard pages.
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Status Report Indicators
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Status Report Listing
Query
PMO Release 3.3
:
The query has a filter option to include programs. By default, this filter option is set to Yes, which means program status reports are displayed in the portlet.
Team Capacity
Query
PMO Release 3.3
:
The query has been changed so the portlet displays periods formatted correctly when changing locale settings in
Clarity Project and Portfolio Management (PPM)
.
Team Member Organizer
Query
PMO Release 14.3:
The query is modified so the ETC, Actuals, and Pending Actuals columns are not available in Power Filter in order to avoid system errors.
 PMO Release 3.2
:
The query is modified to display the guidelines icon if the task has a valid URL as a guideline or a guideline is set up for the site.
Timesheet Notes
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Timesheet Review
Query
PMO Release 14.3:
The link to the timesheet (clock icon) is modified to include the investment internal ID so when the Cancel button is selected to return from the timesheet to the Timesheet Review portlet, the portlet only shows the time entries of the investment previously selected.
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.
Transaction Review
Query
PMO Release 3.3
:
The amounts with aggregate functions have been converted from dimension properties to metrics so they are no longer available in the power filter. This is because 
Clarity Project and Portfolio Management (PPM)
produces a system error if a query attribute has an aggregate function and the attribute is selected in the power filter.
PMO Release 3.2
:
The query includes the Cost Type as a column and filter. It also includes and the Entry Number as a parameter filter.
Upcoming Project Milestones
Query
PMO Release 3.2
:
The installation of this item is forced to avoid errors with database schema changes when upgrading the PMO Accelerator from previous versions of the add-in.