CA PPM Studio Stock Objects, Actions, and Data Providers

The cappm application provides stock objects, actions, and data providers. As a Studio developer, use these items to customize the application at your organization.
ccppmop155
The
Clarity PPM
 application provides stock objects, actions, and data providers. As a Studio developer, use these items to customize the application at your organization.
2
: Studio also includes stock portlets. For more information about the stock portlets, see 
Portlet Reference
.
Studio Stock Objects
The following stock objects are provided with the application:
Action Item 
Action items are the units of work, or tasks, that you assign to members of a project, or to yourself. Action items allow you to track the progress of investments and help you complete investments on time. The product supports the following action items: personal, project, and process. All action items can be viewed from the Action Item area of the Organizer.
Assignment
Assignments describe how a staff member works on a task and they include the following attributes:
  • the start and finish dates
  • the start and finish times
  • the actual and remaining work
  • the status
Baseline
The baseline object contains a subset of the project object fields and is a snapshot of a project over time.
Benefit Plan
This object contains benefit plan information that is used for the Benefit Plan list page.
Benefit Plan Detail 
This object describes benefit plan information that is used to enter proposed returns on an investment.
Change Requests
This object describes the evaluation and approval criteria for change requests. The change request object is a subobject of the Project object.
Company
This object provides descriptive information about companies including as Account Manager, Category, Company Type, Industry, Contact, and Rating.
Cost Plan
This object contains the attributes that are used on the Cost Plan and Budget list pages.
Cost Plan Detail
This object details the cost plan information that is used to create cost projection scenarios and budget revisions for an investment.
Department
This object represents a place in the company organizational chart. This object is used primarily as a point of responsibility for staff and budgeting.
Financial Properties
This object stores financial properties information that is displayed on the Financial subpage for NPIOs.
Financials
This object stores the attributes for the Simple Budget page.
Fiscal Time Period
This object stores the fiscal time periods that are used in financial plans and chargebacks.
GL Account
This object represents the general ledger account. A GL account is used when charging departments costs delivered work, and for crediting departments for the cost of resources.
Investment
This abstract object contains the base attributes for all investments.
Issue
This object is a risk that has been realized. This object enables risk property management to help increase the likelihood of project success.
Location
This object represents a geographical location for a company. This object can also be a unit in the organizational breakdown structure (OBS) by location.
Portfolio
This object represents a portfolio of investments. Portfolio managers evaluate this object to make the following portfolio management process decisions for each investment:
  • Start
  • Continue
  • Discontinue
  • Postpone
Portfolio Investment
This object is a subobject of the Portfolio object. This subobject represents any investment (for example, project, asset, application) you can add to a portfolio.
Portfolio Investment Role Demand
This subobject of the Portfolio Investment object represents the role demand for any investment in a portfolio.
Portfolio Plan
This object which is a subobject of the Portfolio object represents a portfolio plan.
Project
This object represents a project.
Project Financial Properties
This object stores project properties information that appears on the Financial subpage for projects.
Resource
This object represents a resource.
Risk
This object measures the likelihood of meeting project expectations for budget, time, and quality. The Risk Indicator reflects the highest risk of component projects. This object is a subobject of the Project object.
Task
This object describes activities that span a specific time. Tasks are part of the WBS and feed the project plans. Time can be tracked for a task. The task object is a subobject of the Project object.
Team
The Team object is a subobject of a Project. The Team subobject describes the four types of labor resources that can be added to a team:
  • Staff: A member of the project (resource or role) who is assigned tasks.
  • Participant: A person who can access a project to look at documents, discussions, calendars, and properties, but is not assigned tasks.
  • Project Groups: A grouping of participants that can be assembled for the project.
  • Collaboration Manager: A project role that allows you to create project groups and grant participants.
Studio Stock Object Actions
The following table lists the stock object actions that are available with the application. The following definitions apply:
  • Generic 
    indicates that you can add an object action to tabs on the Project Default Layout portlet page.
  • Global
     indicates that you can add an object action to any view for any object and to the Home menu.
Object:
Action/Description/ID:
Generic:
Global:
Add to AllObject Views:
Action Item
 
New Action Item
Creates a new action item.
npt.setObjectUserPartitions  
No
Yes
Yes
Baseline
 
New Baseline
Creates a new baseline.
projmgr.baselineRevisionProperties
No
No
Yes
Baseline
Update Baseline
Updates a baseline.
projmgr.baselineRevisionUpdateClick
No
No
No
Baseline
 
Update Cost Totals
Update earned value cost totals. 
projmgr.baselineRevisionEarnedValueUpdate 
No
No
Yes
Benefit Plan Detail
 
Add Benefit Plan Detail
Adds benefit plan detail rows to a benefit plan.
revmgr.benefitplandetailProperties
No
No
Yes
Cost Plan
 
Approve Budget
Approves the budget.
revmgr.costplanListApproveBudget
No
No
Yes
Cost Plan
 
Reject Budget
Rejects the budget.
revmgr.costplanListRejectBudget
No
No
Yes
Cost Plan
Set as Plan of Record
Sets the selected cost plan as the plan of record.
revmgr.markPlanCurrent 
No
No
Yes
Cost Plan
Submit Plan of Record for Approval
Submits the cost plan of record for budget approval.
revmgr.submitForApproval 
No
No
Yes
Cost Plan Detail
Add Cost Plan Detail
Adds cost plan detail rows to a detail cost plan.
revmgr.costplandetailNew 
No
No
Yes
Cost Plan Detail
New Budget Plan Detail
Adds budget plan detail rows to a budget plan.
revmgr.budgetplandetailNew 
No
No
Yes
Cost Plan Detail
Populate from Investment Team
Creates cost plan detail rows from the investment team.
revmgr.populateFromResourcePlan 
No
No
Yes
Cost Plan Detail
Populate from Task Assignments
Creates cost plan detail rows from the task assignments.
revmgr.populateFromTaskAssignments 
No
No
Yes
Cost Plan Detail
Submit for Approval
Submits the cost plan of record for budget approval.
revmgr.submitForApproval
No
No
Yes
Department
Add Department
Adds a department.
revmgr.locationDepartmentsToAdd
No
No
No
Department
New Department
Creates a new department.
revmgr.departmentPropertiesNew
No
Yes
Yes
Fiscal Time Period
Activate
Makes the fiscal time period active.
revmgr.activateTimePeriods
No
No
No
Fiscal Time Period
Deactivate
Makes the fiscal time period inactive.
revmgr.deactivateTimePeriods
No
No
No
Fiscal Time Period
New Fiscal Time Period
Creates a new fiscal time period.
revmgr.timePeriodNew 
No
No
Yes
GL Account
New GL Account
Creates a new GL account.
revmgr.glAccountNew
No
Yes
Yes
Location
Add Location
Adds a location.
revmgr.departmentAddLocations
No
No
No
Location
New Location
Creates a new location.
revmgr.locationNew
No
Yes
Yes
Portfolio
New Portfolio
Creates a new portfolio
pma.portfolioNewObjectAction
No
Yes
Yes
Project
Add Dependency
Adds a dependent project.
projmgr.selectProjectDependencies
No
No
No
Project
Add Subproject
Adds a subproject to the project.
projmgr.selectSubProjects      
No
No
No
Project
Add to My Projects
Adds the project to the My Projects portlet.
projmgr.hotListMemberInsert
No
No
No
Project
Copy Project from Template
Creates a project from the selected project template.
projmgr.selectProjectTemplate 
Yes
No
Yes
Project
Create Baseline
Creates a new project baseline.
projmgr.createBaseline  
No
No
Yes
Project
Go to Links page
Navigates to the Links page.
projmgr.linkList
Yes
No
No
Project
Go to Notes page
Navigates to the Notes page.
projmgr.noteList
Yes
No
No
Project
New Benefit Plan
Creates a new benefit plan.
revmgr.newBenefitplan
Yes
No
No
Project
New Change Request
Creates a new change request.
itl.changeNew
Yes
No
No
Project
New from Investment Team
Creates a new cost plan from the Investment Team.
revmgr.newCostplanFromInvTeam 
No
No
No
Project
New from Task Assignments
Creates a new cost plan from the task assignments.
revmgr.newCostplanFromTaskAssgn 
No
No
No
Project
New Issue
Creates a new issue.
itl.issueNew 
Yes
No
No
Project
New Manual Plan
Creates a new manual cost plan
revmgr.newCostplan
Yes
No
No
Project
New Project
Creates a new project.
projmgr.projectNew 
No
Yes
Yes
Project
New Risk
Creates a new risk.
itl.riskNew
Yes
No
No
Project
New Task
Creates a new task.
projmgr.newTask
Yes
No
No
Project
New WBS Task
Creates a new task and adds it to the WBS page.
projmgr.newWBSTask  
No
No
No
Project
Remove from My Projects
Removes the project from the My Projects portlet.
projmgr.hotListItemDelete
No
No
No
Resource
Book Resources
Books the resources for the project.
resource.loadResourcesForBooking
No
No
No
Resource
New Resource
Creates a new project resource.
projmgr.resourceNewOptions_odf
No
Yes
Yes
Resource
Replace
Replaces the resource.
resource.replaceResources 
No
No
No
Task
Add Existing Tasks
Adds selected tasks.
projmgr.wbsLinkToTasks 
No
No
No
Task
Add Hyperlinks to Task
Adds hyperlinks to the task.
projmgr.linkList 
No
No
No
Task
Add Notes to Task
Adds notes to the task.
projmgr.noteList 
No
No
No
Task
Assign Resource to Task
Assigns the resource to the task.
projmgr.wbsTaskListAssignClick 
No
No
No
Task
Copy Task from Template
Creates a new task as a copy of a template task.
projmgr.selectProjectTemplate 
No
No
No
Task
Link Tasks
Creates task dependencies for selected tasks
projmgr.wbsGridCreateDependency 
No
No
No
Task
Update Cost Totals
Updates the earned value cost totals in the Task list page
projmgr.updateEarnedValueAction
No
No
No
Task
Update Cost Totals
Updates the earned value cost totals on the WBS page
projmgr.wbsupdateEarnedValueAction
No
No
No
Team
Accept Hard Allocation
Confirms acceptance of a hard allocation
projmgr.resourceProjectsSelitemCheckConfirm2
No
No
No
Team
Accept Hard Allocation
Accepts hard allocation for the selected team.
projmgr.teamSelitemCheckConfirm
No
No
No
Team
Add Resource Allocation
Allocates the selected team resource.
pma.selectResourceInvestments 
No
No
No
Team
Add Team Member
Adds a team member.
projmgr.resourceObjectSelectionList
No
No
No
Team
Add/update by OBS
Adds or updates team properties by OBS.
projmgr.staffOBSUpdateProperties
No
No
No
Team
Allocate from Estimates
Updates the team's allocation based on the new estimates.
projmgr.teamUpdateForAllocation 
No
No
No
Team
Assignment Roles
Selects a role to assign.
projmgr.assnRoleSwapClick
No
No
No
Team
Commit Planned Allocation
Commits the planned allocation for the selected resource.
projmgr.resourceProjectsSelitemCheckConfirm3 
No
No
No
Team
Commit Planned Allocation
Commits the planned allocation for the selected team.
projmgr.teamSelitemCheckConfirm1
No
No
No
Team
Estimate from Allocation
Generates resource estimates based on allocation.
projmgr.teamUpdateForEstimate  
No
No
No
Team
Set Allocation
Sets the staff allocation.
projmgr.staffSetAllocationClick  
No
No
No
Team
Shift Allocation
Shift or scale the selected resource allocation.
projmgr.resourceShiftScaleSelection 
No
No
No
Team
Shift Allocation
Shift or scale the selected team allocation.
projmgr.teamShiftScaleSelection 
No
No
No
Transaction Header
New Transaction
Creates a new transaction.
npt.setObjectUserPartitions 
No
Yes
Yes
Transaction Header
Post Selected
Posts the selected transaction.
revmgr.postSelectedHeaders
No
No
No
Transaction Header
Recalculate Selected
Recalculates the selected transaction.
revmgr.recalculateSelectedHeaders 
No
No
No
Transaction Line
New Transaction Line
Inserts a new transaction line.
npt.setObjectUserPartitions  
No
No
Yes
Transaction Line
Post Selected Lines
Posts the selected transaction lines.
revmgr.postSelectedLines
No
No
Yes
Transaction Line
 
Recalculate Selected Lines
Recalculates the selected transaction lines.
revmgr.recalculateSelectedLines
No
No
Yes
Studio System Data Providers
Data providers are the source behind all list and chart portlet data. They are special data constructs that can be accessed directly through portlets or through queries. System types are data providers that are not based on a specific object. The following table describes each system data provider.
Type
Description
Action Item System Data Provider
The data provider recommended for building action item portlets.
Actuals vs Allocation Discrepancy
Data provider for the Team object that can be filtered to show team
members that have an actual vs allocation discrepancy over a certain threshold.
Aggregation Investment List
Data provider for displaying a list of investments aggregation.
Assigned Change Requests
Data provider for displaying assigned change requests.
Assigned Issues
Data provider for displaying assigned issues.
Assigned Risks
Data provider for displaying assigned risks.
Entity Hierarchy
Data provider for displaying hierarchical entities such as investments.
Key Tasks
This is a subset of the Task object and contains data about key tasks.
OBS Investment Aggregation
Data provider for displaying investments OBS aggregation.
OBS Resource Aggregation
Data provider for displaying resources OBS aggregation.
Resources with Aggregation
Data provider for resources with time-scaled and team-based aggregation support.
Resources with Availability
Data provider to showing a list of resources with availability.
Roles with Resource Aggregation
Data provider for role resources with time-scaled and resource/team-based aggregation support.
Scenario List
Data provider for the list of portfolio and capacity planning scenarios.
Task Dependencies
Data provider for displaying task dependencies.
Team Allocations
Data provider for the Team object with time-scaled and aggregation support.