Clarity PPM - 15.7.1 (On-Premise and SaaS)

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New User Experience: Compare with Classic Clarity PPM

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Clarity PPM: Classic and Modern UX
The nature of work today is changing. Users are expecting applications to be more social, more team-focused, and more user-friendly. To address these market dynamics, the Clarity PPM team began a journey to build a modern user experience (UX) with enhanced capabilities for all users, from top-level enterprise portfolio managers, to mid-level project management professionals, and smart agile teams of all sizes. We released the first version of our Modern UX in Clarity PPM 15.1. In each subsequent release, we have added robust new capabilities such as roadmaps, task boards, to-do item dashboards, conversations, blueprints, dynamic grids, status reports, and more.
The functionality that you can access in the
New User Experience
 depends on the access rights that your administrator has granted to you. For example, if you have access to timesheets only, the Timesheets page opens automatically. You likely have access to some combination of projects, resource staffing, and timesheets. Use the main menu at the left side of the page to navigate to those features or switch to Classic PPM. For more information about access rights, see Clarity PPM Access Rights Reference.
New User Experience
 Capabilities by Role:
3
2
System Administrator
Capability
New User Experience
Classic
Clarity PPM
Setup
  • New installations
    : The
    New User Experience
     is active by default.
  • Upgrades
    : The
    New User Experience
     is not active by default.
As an administrator, enable the
New User Experience
 in Classic CA PPM. See Configure General System Settings.
URL
Use the following URL to access the
New User Experience
:
http(s)://<server>/pm
Use the following URL to access Classic PPM:
http(s)://<server>
Navigation Menu
Provided you have the required access rights that are already granted in Classic
Clarity PPM
, use the main menu in the
New User Experience
 to access the following capabilities:
  • Project Tiles: The Project Tiles icon provides access to the project tiles view with the
    Management - Tiles Navigate
     access right.
  • Projects: The Projects icon provides access to the project management pages with the
    Project Management - Navigate
     access right.
  • Tasks: The Tasks icon provides access to the tasks for one or more team members on your assigned projects.
  • Roadmaps: The Roadmaps icon provides access to the roadmapping pages.
  • Timesheets: The Timesheets icon provides access to the time entry and approval pages with the Timesheet - Navigate access right. Additionally, you must activate the new Timesheets solution under System Options in Classic
    Clarity PPM
     for access to the new timesheet user interface. See
    Enable the New User Experience
    in Configure General System Settings.
  • Staffing: The Staffing icon provides access to the resource staffing pages with the Staffing - Navigate access right.
  • Administration: The Administration icon provides access to the blueprinting pages with the
    Administration - Access
     right. You also require blueprinting rights. See
    Access Rights Reference
    for the list of blueprints rights.
  • Classic PPM. The Classic PPM icon provides access to Classic
    Clarity PPM
     with the
    Classic PPM - Navigate
     access right.
  • The current page in the
    New User Experience
     determines what you see when you navigate to Classic
    Clarity PPM
    . Refer to the following examples:
    • If you are on the Project Tiles page in the
      New User Experience
      , you can navigate to the classic Project List page.
    • If you are on the Timesheet page in the
      New User Experience
      , you navigate to the classic Overview page.
    • If you are on a specific tab of the Project page in the
      New User Experience
       (for example, Conversations, Tasks, or Status Reports), you navigate to the Properties page for the project in classic PPM.
  • You can switch between the new and classic interfaces as the same user without logging in again.
The
New User Experience
 is not available by default from Classic
Clarity PPM
.
Administrators can provide access from Classic
Clarity PPM
 to the
New User Experience
 by creating a menu link. See Getting Started with the New User Experience.
Browser session
Only one user per
Clarity PPM
 instance is allowed for each browser session. For example, you log in to the same
Clarity PPM
 instance as user X in both the Classic and the
New User Experience
, then you log out and log back in as user Y in the Classic interface. In this case, if you go back to the
New User Experience
 and click any link, you are forced to log in again.
Multiple users per
Clarity PPM
 instance are allowed for each browser session.
Personal Avatar (Initials or Picture)
To set an avatar in the
New User Experience
, see
Personalize Your Avatar Image
 in Getting Started with the New User Experience.
Language and Localization
Both the
New User Experience
 and the classic interface display the same Language and Locale settings.
After you change the language or locale in Classic PPM, we recommend that you logout and clear your browser cookies before logging back into the
New User Experience
. Classic also supports more languages than the
New User Experience
. See the Release Notes for a list of supported languages.
Each user can personalize these settings by clicking
Home
,
Personal
,
Account Settings
 in Classic PPM.
Accessibility
At this time, the
New User Experience
 is not Section 508 compliant.
Classic PPM is 508 compliant. Users with disabilities should be able to access most of the same capabilities in Classic PPM that exist in the
New User Experience
. See Clarity PPM User Accessibility Features.
Processes
  • Processes are not visible.
  • Process locks, which are user interface locks, do not show any lock icons letting users know that the attribute is locked.
  • When values are saved, the process lock is enforced and displays an error message letting the user know that the attribute is locked.
  • If you create a process on the Project object and you configure it to auto-start, the process still auto-starts depending on your auto-start conditions.
  • Notifications are sent to users. However, you can only view them in Classic
    Clarity PPM
    .
  • The links in the email notifications point to Classic
    Clarity PPM
     and not to the
    New User Experience
    .
Studio
The following Studio functionality is not available in the
New User Experience
:
  • Custom objects, subobjects, and attributes (except custom attributes for the Project and Investment objects that are available through blueprints)
  • Display mapping outside of project status reports and project details:
    • The status colors on the project status reports and the project tiles (for example, green for On Track or red for At Risk) are based on the display mapping configuration for the Overall Status attribute of the Status Report object.
    • If the project blueprint includes attributes that have display mappings set up in Classic
      Clarity PPM
      , then stoplights with hover text appear for those attributes in the project details. Display mapping is not available for boolean attribute types.
    See
    CA Clarity PPM Studio Objects and Attributes
     for details on configuring display mappings for attributes.
  • Secure subpages and display conditions
  • Object actions
  • Any Studio view level settings such as Required, Enter Once, or Hidden
For attachments, users can use either use Conversations or the Documents capability in projects in the
New User Experience
.
Resource management
The following resource management attributes are only available in the
New User Experience
:
  • Forecast Rate at the resource or role level. The new field allows you to define the default forecast hourly rate for a resource. The resource manager can see this field in the resource details on the Resources to Investments view. With Resource - Edit rights, the resource manager can edit this value for a resource. The value impacts the data in the Forecast column on the view.  You can also update the forecast hourly rate value for a resource using the Resource XOG object.
    To define a default forecast hourly rate for a role in the role details, update the value on the role using the Resource XOG. The value is not available on the new or Classic
    Clarity PPM
     UI.
  • Forecast Rate at the allocation level. The new field is available on the Team object to define an investment-specific forecast hourly rate for a resource or role. The resource manager can see this field in the investment team allocation details on the Investments to Resources view.  With the appropriate booking rights on the resource and view or edit rights on the investment, the resource manager can edit this value. The value impacts the data in the Forecast column on the view.
  • Resource Manager. The new field is available on the team to define a requested resource manager. The resource manager can see this field in the investment team allocation details on the Requests view. This field is used for labor roles as a means to identify the resource manager that should fulfill the staffing request.
The following object attributes are not visible in Classic
Clarity PPM
 Studio:
  • Forecast Rate on the Resource object
  • Forecast Rate on the Team object
  • Resource Manager on the Team object
Partitions
Setting partitions is not available. If you use partitions, the default partition that is defined under Account Settings is used when creating project and tasks.
The following lookup values that are defined in Classic
Clarity PPM
 are visible in the
New User Experience
:
  • Lookup values that are directly associated with the System partition
  • Lookup values that are associated with a different partition with the partition association mode set to include ancestors. The include ancestors mode exposes the values to the System partition.
No changes.
Lookups
To increase the number of results in the auto-suggest for lookup fields in the
New User Experience
, increase the value in the
Number of displayed suggestions
 field. This field appears under the Auto-Suggest tab for a lookup in classic
Clarity PPM
. See Configure Lookups.
No changes.
XOG Support
Only the following capabilities are accessible using XOG in the
New User Experience
:
  • Roadmaps
  • Configured teams
XOG support is available for the capabilities in Classic
Clarity PPM
. See
XML Open Gateway (XOG) Development
 for details.
Auto-numbered Attributes
All auto-numbered fields are auto-populated only after a successful save.
All auto-numbered fields are auto-populated as soon as you click New.
Timesheet Configuration
  • Timesheet columns are based on the configuration in Classic
    Clarity PPM
     under Administration, Project Management, Timesheet Options.
  • To get the best and most effective display of your timesheets grids, select  the following timesheet columns in the listed order in Classic
    Clarity PPM
    :
    • Description
    • Code field (optional)
    • Code field (optional)
    • Daily Actuals
    • Total
    • ETC
  • The list of available columns for selection in the Default Content and Layout section are reduced.
  • The following fields remain available, but do not have any effect on the new timesheet layout:
    • Investment
    • Investment ID
    • Phase
Code fields refer to the Charge Code, Input Type code, User Value 1, and User Value 2 attributes. You can configure up to two Code fields to appear on timesheets.
  • You can access timesheets directly from
    CA Agile Central
    . See
    Integrate CA PPM with CA Agile Central.
  • The
    Clarity PPM
     administrator configures the timesheet column display under Administration, Project Management, Timesheet Options.
  • The Allow Posting of Future Timesheets option has moved from Administration, Project Management, Settings to Administration, Project Management, Timesheet Options.
  • PPM timesheets can be accessed from
    CA Agile Central
    , for non-SSO based login from CA PPM On-Premise and CA PPM On Demand.The CA PPM On-Demand Portal does not support this feature.
Staffing (Resource Management) and Project Staff Setup
Complete the following setup in Classic
Clarity PPM
 for resource managers, project managers, project coordinators, and team members. The setup allows these users to work in the new resource management pages under Staffing and the new project-specific Staff page:
  • Define a default entity with fiscal time periods for use by the telescope calendar. For step-by-step instructions, see Video: Setting Up Resource Allocation Periods.
    • The resource management views use the fiscal time periods to display allocation data.
    • There is no limit to the range of time periods that you can define.
    • The telescope calendar displays a total of 60 time periods. You can navigate backward or forward in the time periods in the telescope calendar.
    • You are only limited by the fiscal time periods that you have
      not
       defined in the default entity.
  • Activate and run the following jobs (for upgrade customers only). For step-by-step instructions, see Video: Setting Up Resource Management Views.
    • Convert Mixed Booking Status
    • Populate Resource Management Curves
  • Grant appropriate booking rights to users based on their roles. Refer to the respective roles sections in this article for the required access rights. For example, for the required access rights for project managers, see the
    Project Manager
     section.
  • Define a standard base calendar. See How to Configure Calendars, Shifts, and Work Days.
  • Set up a default system currency. See Set Up Currencies and Foreign Exchange Rates.
You can specify a default entity from the entity properties or from the financial management defaults page. See
Create an Entity
 in Configure an Organizational Breakdown Structure and Set Up a Financial Entity.
Stock configuration of the internal, instant time-slicing of the allocation and assignment TSV views have not changed. They are as follows:
  • Total of 28 days, starting 7 days prior to today
  • Total of 16 weeks, starting 2 weeks prior to current week
  • Total of 36 months, starting 12 months prior to current month
Project Staff
Verify that the following attributes on the Team object have a default value defined in Classic
Clarity PPM
.  If a default values is not defined for these attributes, users are unable to edit the team records from a project in the
New User Experience
.
  • Booking Status
  • Request Status
The Request Status attribute is not visible in the
New User Experience
 as Requisitions are not supported.
No changes
Conversation Notifications
Notifications appear in the
New User Experience
 when users @mention other users in a conversation.
  • You can set up how you receive notifications about conversations on the Notifications page.
  • You can modify the two notification templates for conversations. See Configure Notifications and Notification Templates.
  • You can delete all the conversation notifications for all the users. See
    Purge Notifications Job
    .
Blueprint Configuration
As an application owner or content administrator, configure the following types of blueprints:
  • Project blueprints to determine what project properties appear for a specific business unit such as Marketing or IT.
  • Custom investment type blueprints to configure the layouts for different types of investments to reflect your organizational goals.
Blueprints allow the following configurations:
  • Create custom blueprints by copying the standard project or standard custom investment blueprint or any other user-defined blueprint
  • Designate a default blueprint so that if you have not configured a blueprint, the system can use the attributes and section layout from the default blueprint.
  • Associate project templates to project blueprints. Custom investment blueprints are not associated to templates.
  • Edit a user-defined blueprint to change the layout details (fields, visuals, and modules). For custom investment blueprints, you can only configure the details view.
  • Publish the configured blueprint to make the changes available to templates, projects, and custom investments
The following attribute data types are not available for blueprint configuration:
  • URL
  • Attachment
  • Custom time-scaled value (TSV)
See
New User Experience Access Rights
 in Clarity PPM Access Rights Reference to view the list of required access right for blueprints.
Blueprints are not available in Classic PPM.
Teams
As an administrator, create teams with defined allocation for adaptive people planning. See New User Experience: Configure Teams.
  • Project managers can add the configured teams to their projects through the project Staff tab or the Staffing feature. Soft or hard booking rights are required.
  • Project managers can allocate the configured teams to project tasks. The Resource - View access right is required.
  • Project managers can remove one resource or role at a time. To remove resources or roles in bulk, use Classic PPM.
  • Users can populate cost plans based on team allocations or assignments.
  • Users can enter time for a team. Time entry and approval rights are required.
  • Users can replace teams with other staff members.
  • You cannot create teams in Classic PPM; however, after you create a defined team in the
    New User Experience
    , it appears in Classic PPM as a new resource on the Resource List page under Home.
  • You can assign specific rights for licensed users to access the team as a resource throughout the application. A user does not need access rights to the people on the team; only to the team resource.
  • You can specify the general and financial properties for the team resource just like any other labor resource.
  • Users with the appropriate access rights can XOG in or XOG out team records as staff members on a project or a non-project investment.
Setup for Roadmaps
Complete the following setup in Classic
Clarity PPM
 so portfolio managers  can use the new roadmapping capability:
Roadmaps are not available in Classic PPM.
Project Manager
Capability
New User Experience
Classic
Clarity PPM
Access Rights for Project Managers
To access the new project management pages, the project manager requires the following access rights assigned to them in Classic
Clarity PPM
:
  • Project - Create from Template (Global) or Project - Create
  • Project - View (Instance) to the templates that they can access to create projects
  • Project Management - Navigate
  • Project Management - Tiles Navigate
  • Projects - Navigate
  • Resource - Soft Book - All (Global) 
    We recommend the
    Resource - Soft Book - All
     right because it allows the project manager to staff any active resources and roles to the project team. You can use the
    Resource - Soft Book
     rights at the instance or OBS level
    but this practice can reduce the performance of the Staffing portlets
    . Verify that you explicitly assign soft book rights for all of the resources and roles to the project manager ahead of time. Otherwise, you  encounter errors when creating the project and populating the project team.
  • Status Report - Create (Global)
  • Status Report - Edit - All (Global)
The user who creates the project is automatically granted the Project - Manager (Auto) access right.
To allow a project manager to create a project using a template that contains financial plans, and to copy the plans to Classic
Clarity PPM
 project pages, assign the following access rights:
  • Cost Plan - Edit
  • Benefit Plan - Edit
  • Budget Plan - Edit
To allow a project manager to edit financial fields such as Cost Type, Financial Status, and Capitalization %, assign the Project - Edit Financial access right at the instance or OBS level.
No changes
Project Creation
Auto-numbering for the Investment ID attribute on the Project object must be enabled in Classic
Clarity PPM
 to create projects in the
New User Experience
. If you try to create a project without enabling auto-numbering, an error message appears. See
Auto-Numbered Attributes
 in
Clarity PPM
 Studio Objects and Attributes for more information about the error.
  • You can only create a project using an existing project template that is created in Classic
    Clarity PPM
    .
Project Visuals
The system administrator can configure the following visuals in blueprints to display as guages on project tiles. The project manager sees a maximum of three visuals on the project tile based on the associated blueprint configuration.
  • % Complete (ring chart)
  • Budget Remaining (ring chart)
  • Budget Spent (ring chart)
  • Days Remaining (circle)
  • Days to Start (circle)
  • Effort Remaining (ring chart)
  • Effort Spent (ring chart)
  • Finish Date (calendar)
  • Next Milestone (diamond)
  • Start Date (calendar)
No changes
Roles
  • You can add labor roles
    only
    using the Staffing capability or the project Staff tab.
  • You can perform role replacements using the Staffing capability or the project Staff tab.
  • If you have a project template where roles are assigned to the team, and you  create a project from this template in the
    New User Experience
    , only the labor roles appear in the project Staff tab. Any non-labor resources and roles are only visible in the Classic
    Clarity PPM
     project team page.
  • If you have a project template where roles are assigned to the tasks, and you create a project from this template in the
    New User Experience
    , the roles are still assigned to the tasks in the new project. You can replace the roles with named resources using the Staffing functionality.
You can add and manage both labor and non-labor roles.
Tasks and Assignments
  • Project managers and team members can create, update, and delete tasks, milestones, and phases.
  • Project managers and team members can add existing staffed resources, roles, and teams to a task.
  • Project managers can assign non-staff members to tasks provided the following conditions apply:
    • Assignment Pool setting for the project is set to Resource Pool in Classic
      Clarity PPM
      .
    • The project manager has hard or soft booking rights for the resources, roles, or teams not already on the project.
  • The full functionality is only available for a two-level task hierarchy; phases which contain tasks. For a task hierarchy with more than two levels, the task list displays but drag-and-drop is disabled. Also, you can only update the leaf level tasks. This is only applicable to the task List View, not the Board View.
    You can drag-and-drop the tasks anywhere in the hierarchy. You can also drag-and-drop collapsed phases.
  • If the project administration setting
    Allow Effort Task Creation
     is selected in Classic
    Clarity PPM
    , effort tasks are visible in the task list in the
    New User Experience
    .
  • Only two task statuses (Open and Completed) are supported. The task status of Not Started and Started that are set in Classic
    Clarity PPM
     are considered as Open in the
    New User Experience
    .
  • You can create a project "To Do" for phases, tasks, or milestones.
    • Create up to 25 "To Do" records for each task, phase, or milestone.
    • There is no XOG support for To Do.
  • Setting the task status to Completed automatically sets the ETC to zero (0) and % Complete to 100 percent. You can edit the % Complete field value only if the % Complete Calculation field value is set to Manual.
Project to-do items are not visible in Classic PPM.
Task List View, Board View, and Grid View
  • Project managers, team members, and other users with project access can view and manage tasks in the List View, Board View, or Grid View.
  • When you assign resources to tasks in the List View or Board View, access rights are automatically granted to the assigned resources in Classic
    Clarity PPM
    .
  • The Board View allows users to arrange leaf level tasks into columns.
    • Phase tasks are not shown in the Board View.
    • You can create new tasks within a column.
    • You can insert, delete, or rename columns.
    • You can reorder a task within a column or move to another column.
The task board layout is not available in Classic PPM; however, administrators can configure tasks in a list or grid portlet on a page.
Gantt View and Schedulers
Gantt View and Schedulers is Not supported in
New User Experience
.
No changes
  • Project managers, team members, and other users with project access can view the project plan in the Gantt view or an external scheduler such as Microsoft Projects or Workbench.
  • Users with project edit management access can edit the project plan within the Gantt view or the scheduler.
Project Status Reports (PDF or editable grid)
  • Users with project edit rights and status report create rights can create status reports.
  • Users with project edit rights and status report edit rights can edit status reports. They can also preview and publish status reports in PDF.
    The system displays the status report instance where the Report Status is Draft for the most recent Report Date.
  • When you publish a status report, it creates a new status report instance and populates its values from the latest prior published status report.
  • Team members can only view the status report under the Current tab. They can also view previously published status reports under the Reports tab. The Preview and Preview Current options are disabled for team members.
  • The
    New User Experience
     uses the PMO Accelerator Status Report sub object. Custom attributes that are added to the Status Report sub object are not visible in the
    New User Experience
    .
  • Users can configure a project blueprint to include the Project Status grid in their projects. You cannot generate a PDF status report from the grid but you can view and edit custom attributes.
No changes. The PDF status report is visible in Classic PPM. Marking the report status as Final does not generate a new status report. 
We do not recommend updating a status report instance in the Classic and the
New User Experience
 at the same time. The refreshing of values happens differently in the two interfaces. In the
New User Experience
, the whole page is not refreshed on every save. Only the impacted values are updated. If you make a change in Classic, it reflects in the
New User Experience
 only when you navigate away from Classic and come back to the project in the
New User Experience
. Alternately, you can refresh the browser to see this update.
Project Documents
  • By default, project managers and team members can view and edit (upload, download, delete, and add tags) all documents associated with their Project. Access to specific documents varies.
  • Non-team members with the Project Edit access right can view and edit all documents.
  • Non-team members with the Project View access rights can view and download documents.
  • The administrator determines project document settings in the governor properties file. For example, by default you can upload no more than five files with a maximum size of 20 MB. Your administrator can also determine the file types that you can upload.
  • Versioning is not supported in the New User Experience. If document versioning is required for your environment, use Classic PPM.
No changes
Project Links
  • Project managers and users with project edit rights can add and remove external hyperlinks for the project and can group the links into categories.
  • Team members and users with project view rights can view and access hyperlinks for the project.
No changes
Project Details
  • The Project DETAILS page is accessible as a tab.
  • With project edit rights, you can edit the project banner color.
  • The fields and section layout is based on the associated blueprint configuration.
  • Some project fields are not available for configuration using blueprints and hence you do not see them on the project details page. For the complete list, see New User Experience: Configure Blueprints for Projects and Investments.
No changes.
You can edit the project banner color only in the
New User Experience
.
Risks, Issues, and Changes
  • To see the tabs with data, users need additional view rights for risks, issues, and changes along with project rights. See
    Project and Portfolio Management Access Rights
     under
    Access Rights Reference
     for the complete list of required access rights.
  • Change Requests in Classic
    Clarity PPM
     are renamed as "Changes" in the
    New User Experience
    .
No changes.
View risks, issues, or changes
  • To just view the risks, issues, and changes on the tabs in a project, user needs the following access rights:
    • Project - Risk, Issue, Change Request - View
    • Project view rights
  • With the view rights, users can see the risks, issues, and changes module icons on the project tiles if they are configured in the blueprint. When the user clicks an icon, they go to the first module that is configured in the blueprint for which they have view access rights. In case there is no such module, the user remains on the project tiles page.
  • The user cannot add, edit, or delete anything on the tabs with just the view access rights.
  • Users with the View and Create/Edit access rights can add and edit rows using the Add Row icon and the grid context menu. They cannot delete rows.
No changes. The grid context menu is not available.
Create and edit risks, issues, or changes
  • To add a row using the Add Row icon or the grid context menu, user needs the
    Project - Risk, Issue, Change Request - Create/Edit
     access right along with view rights to the project.
  • Users with only the
    Create/Edit
     right but without the Delete right cannot delete rows using the grid context menu.
  • Users with the Create/Edit and Delete rights can add, edit, or delete rows using the Add Row icon and the grid context menu
No changes. The grid context menu is not available.
Delete risks, issues, or changes
  • To delete a row using the grid context menu, user needs the
    Project - Risk, Issue, Change Request - Delete
     access right along with view rights to the project.
  • Users with only the Delete right but without the Create/Edit rights receive an error message when they click the Risks, Issues, or Changes tabs.
  • Users with the Delete and View rights but without the Create/Edit rights can only delete rows using the grid context menu. They cannot add rows.
No changes. The grid context menu is not available.
Even if the user has instance access right just to delete the risks, issues, or change requests for a particular project, the user does not see the Risks, Issues, or Change Requests tab.
OBS access rights
For users with access rights for one OBS, the selected OBS association mode is honored. For example, a user with access to the Sales department OBS with OBS association mode set to Unit Only, can view the Risks, Issues, and Changes tabs for all projects in the Sales department. The user also needs view access rights for all the projects in the department.
No changes
Project Staff
  • Define default allocation and allocation dates on the project Staff page.
  • Users with project edit access and booking rights to labor resources and roles can successfully add staff members (that is, resources, roles, and defined teams) to a project.
  • Project managers can either soft book or hard book staff members to a project depending on their booking rights.
  • When adding staff members to a project, the project manager can see all active resources and roles. However, if the project manager does not have the booking rights for a staff member, they cannot add the staff member to the project.
Unsupported staff attributes
Not all staff attributes that are supported in Classic
Clarity PPM
 are available in the project staff grid. The following attributes are not available for configuration in the staff grid.
  • Allocation Cost
  • Baseline Cost
  • Baseline Finish
  • Baseline Start
  • Baseline Usage
  • Baseline Variance
  • Booking Manager
  • Currency Code
  • Hard Allocation Cost
  • Hard Allocation Finish
  • Incident Actuals
  • Investment Name
  • Investment Type
  • Partition
Setup (for upgrades only)
The Mixed Booking status is not supported in the
New User Experience
. If you have existing mixed allocations in Classic
Clarity PPM
, then these allocations appear with a Soft booking status on the project Staff page in the
New User Experience
. However, no error message appears.
In Classic
Clarity PPM
, the administrator must activate and run the Convert Mixed Booking Status job introduced in CA PPM 15.2. The job removes the mixed bookings and deactivates the setting that allows mixed bookings.
Adding resources to staff (using Staffing or Project Staff tab)
  • When you add a resource to the project staff, the resource is added at the default allocation rate. Allocating using the default rate can cause the resource to be over allocated. 
  • When you add a resource whose primary role is the same as an existing role on the staff, the resource is simply added. The allocation amount for the existing role already staffed is not reduced. 
No changes.
Adding Resources to Staff
  • When you add a resource to the project staff, you are alerted to select either over allocation or remaining allocation.
  • When you add a resource whose primary role is the same as an existing role on the staff, you are alerted that the role already exists. You can decide whether you want to replace the existing role with the new resource.
Replacing staff members (using project Staff tab)
  • Replace a role with another role, resource, or defined team
  • Replace a resource with another resource, role, or defined team
  • Replace a defined team with another defined team, resource, or role
Replacing staff members (using Staffing feature)
  • Replace a role with another role, resource, or defined team
The option to replace a resource or a defined team is not available in Staffing.
Note
: On both the project Staff tab and the Staffing feature, the role replacement action honors the project administration setting "Reassign Tasks when replacing Role". Complete or partial replacements occur based on the combination of access rights, administrative settings, or existence of actuals.
The option to replace a role with another role is not available in Classic
Clarity PPM
.
Resource Manager
Capability
New User Experience
Classic
Clarity PPM
Access Rights for Resource Managers
When a staff team member is assigned a resource manager, the following access rights are auto-assigned to the resource manager over the team member:
  • Resource - Manager (Auto) (this includes both soft and hard booking rights for resources)
  • Resource - Edit Financial
  • Resource - Edit
To access the new Staffing (resource management) pages, the resource manager requires the following access rights assigned to them in Classic
Clarity PPM
:
  • Staffing - Navigate
  • Soft or hard booking rights for roles (for role replacement activities)
  • Investment (project and non-project) view or edit rights to add, edit, or remove team allocations
No changes
Timesheets: Review and Approval Access Rights
As a resource manager, you can review submitted timesheet details and either approve or return the timesheets for others. The options are available when you have the following timesheet approval access rights:
  • Timesheet – Navigate (Global) access right for reviewing and approving time.
  • Timesheets – Approve All (Global) or Resource – Approve Time (Instance) access rights. The access rights ensure that the resources for which you are the resource manager show up in the My Team list on the Review and Approval page.
No changes.
You can review the details for open, returned, submitted, approved, and posted timesheet for other people. The options are available when you have Timesheet Approval access rights.
Timesheets: Filter by My Team
As a resource manager, you have a team of active resources reporting to you. You are responsible for reviewing and approving the submitted timesheets for the resources. The resources are referred to as My Team (that is, the team of active resources that report to you).
The default view shows a list of submitted timesheets for My Team or the active resources for which you are the resource manager. You have the access rights to approve the timesheets for My Team. You can filter and show the team members for which you can approve timesheets.
No changes.
Timesheets: Approvals
As a timesheet approver, you can perform the following actions on timesheets in different statuses:
  • Open: Send reminders to the team members.
  • Submitted: Review detailed timesheets and approve or return the submitted timesheets to the team members.
  • Approved: Return the approved timesheets to the team members.
  • Posted: Create copies of the posted timesheets as adjustments. Team members can then update and resubmit the timesheets for processing.
  • Returned: Send reminders to the team members.
When there is an Adjustment timesheet, the adjustment appears on a separate row from the previously posted timesheet that is being adjusted. The timesheet approver can only view the details for a submitted adjustment timesheet. Past adjusted timesheet details are not available for viewing by the timesheet approver. The timesheet owner can view the details for all past adjusted timesheets.
Timesheet approvers can see a visual gauge indicating Total Hours booked over Total Hours of available work time. The visual gauge appears for each team member for which you have Timesheet Approval access rights.
A known issue exists where the Timesheet Review and Approval page only shows the time in hours (instead of days) even if your administrator has set up the time entry display unit as Days in Classic
Clarity PPM
.
No changes.
If a timesheet approver has either the Timesheets - Edit All (Global) or Resource - Enter Time (Instance) access right for other people, the timesheet approver can create and edit timesheets for other people.
Timesheet Processes
When you update a timesheet in the
New User Experience
, a timesheets process that has been defined and activated in Classic
Clarity PPM
 can get triggered. The process can lock the timesheet status field. The APPROVE and RETURN buttons still appear on the submitted timesheet with the locked status field. However, when you as the timesheet approver click either button to approve or return the timesheet, the following message appears:
Error updating the status for the timesheet.
You can change the timesheet status using a process action item in Classic
Clarity PPM
 only.
No changes.
When a timesheet approver tries to approve a submitted timesheet, the following message appears:
TMA-0122: One or more timesheets' status could not be changed because it is locked by a process.
Timesheets: Filter by Resource Managers
As a resource manager, you can filter the timesheets by a Resource Manager on whose resources you have timesheet approval access rights. You can view, approve, return, and adjust the timesheets of the resources reporting to the other manager.
No changes.
Timesheets: Enter time for Others
As a resource manager, you can create, edit, and submit timesheets for other team members. You can enter time for other resources, only when the following criteria is met:
  • You are assigned the
    Resource - Enter Time
     access right on those resources.
  • The resource status is Active or Locked.
  • The resource is Open for Time Entry.
  • The Track Mode for the resource is set to PPM.
No changes.
Managing Allocations
As a resource manager, you can perform the following activities to mange your team allocations for labor resources only:
  • Balance workload (under and over allocations)
  • Fulfill role staffing requests
  • Use a Telescope Calendar to configure the resource management views by fiscal time periods
  • Use Conversations to collaborate with the project coordinator in the context of the work
Resources to Investments view
To see a named resource appear in the view, you need soft or hard booking rights to the resource. Also, you can have optional resource view or edit rights to the resource general details. Based on the proper combination of your assigned access rights, you can perform the following tasks on this view:
  • With Resource - View rights, you can view the resource general properties detail tab
  • With Resource - Edit rights, you can edit resource general properties detail tab
  • For resources where you have either
    hard or soft
     booking rights, accessing the allocated investments where you have
    no
    investment view or edit rights:
    • View existing investment allocation amounts per time period
    • View investment allocation detail tab
    • Add, edit, or delete allocation conversations
  • For resources where you have
    hard
     booking rights, accessing the allocated investments where you have investment
    view or edit
     rights:
    • View, add, edit, or remove investment allocation amounts per time period
    • View or edit investment allocation detail tab
    • When you have edit rights to the investment, you can extend the allocation dates beyond the investment scheduled dates
    • Change the allocation booking status from soft to hard
    • Add, edit, delete allocation conversations
  • For resources where you have
    soft
     booking rights, accessing the allocated investments where you have investment
    edit
    rights:
    • View, add, edit, or remove investment allocation amounts per time period
    • View or edit investment allocation detail tab
    • Extend the allocation dates beyond the investment scheduled dates
    • Add, edit, delete allocation conversations
Requests view
The purpose of this view is to view incoming requests and perform role replacements. You do not add, remove, or edit allocations in this view.
To see a role appear in the view, you need soft or hard booking rights to the role. Based on the proper combination of your assigned access rights, you can perform the following tasks on this view.
  • Role general properties are not available to view or edit in this view.  Use classic PPM to update role general properties
  • For roles where you have either
    hard or soft
    booking rights, accessing the allocated investments where you have
    no
     investment view or edit rights:
    • View existing investment allocation amounts per time period
    • View investment allocation detail tab
    • Add, edit, or delete allocation conversations
  • For roles where you have
    hard
    booking rights, accessing the allocated investments with investment
    view or edit
    rights:
    • View existing investment allocation amounts per time period
    • View or edit investment allocation detail tab
    • When you have edit rights to the investment, you can extend the allocation dates beyond the investment scheduled dates
    • Route role requests to a specific, requested resource manager
    • Perform role replacements
      • When you have
        view
        rights on the investment, you can perform a role replacement with a target resource for which you have
        hard
         booking rights
      • When you have
        edit
        rights on the investment, you can perform a role replacement with a target resource for which you have
        hard or soft
        booking rights
    • Add, edit, or delete allocation conversations
  • For roles where you have
    soft
    booking rights, accessing the allocated investments with investment
    edit
     rights:
    • View existing investment allocation amounts per time period
    • View or edit investment allocation detail tab
    • Edit the allocation dates beyond the investment scheduled dates
    • Route role requests to a specific, requested resource manager
    • Perform role replacements with a target resource for which you have
      hard or soft
      booking rights
    • Add, edit, or delete allocation conversations
You can set up how notifications are received for Conversations on the Notifications page.
Resource booking rights and investment rights have NOT changed. You require the proper combination of rights to perform add, edit, and remove actions on allocations.
The Requisitions functionality has not changed.
Staffing Investments
As a resource manager, with sufficient access rights, you can also perform the same tasks as described for the Project Coordinator
No changes
Team Member
Capability
New User Experience
Classic PPM
Access Rights  for Team Members
When a project manager adds staff members from the Conversations page using the STAFF panel or from the Tasks Board or List view, the following access rights are automatically assigned to the staff members:
  • Projects - Navigate (Global)
  • Project - View Tasks (Instance)
  • Project - Task Management (Instance)
    This right allows team members to add, edit, and delete task assignments.
  • Status Report - View - All (Global)
    This right allows team members to see all the status report instances for the project.
Automatic rights are not assigned to a staff member that is added through the replacement action. For example, if you have a role on the staff and you replace that role with a named resource, the rights are not automatically granted to the resource that is now on the team.
When you remove a staff member from a project, the instance rights that the system auto-assigned are removed. The global rights that were auto-assigned are not removed from the user because global rights can apply for other projects.
As a team member, before you can edit a Status Report, you need both
Project – Edit
 and
Status Report – Edit
 rights.
If you assign the team member to a project in Classic PPM, the automatic assignment of the combination of rights does not occur as it does in the
New User Experience
.
  • Assign the
    Project Management - Navigate
     access right to team members in Classic PPM to enable them to see the Projects option in the main menu.
  • If a team member is never added as a participant, assign the
    Project - View - Management
     access right to give them access to the project.
  • For team members to edit a Status Report in the New UX, assign both
    Project – Edit
     and
    Status Report – Edit
     access rights. In Classic, only
    Status Report – Edit
     was required.
Timesheets: Entry and Submission
As a team member, you enter time for your work only on My Timesheet. You can complete your timesheet, submit your timesheet, and can return unapproved timesheets. You can also adjust posted timesheets.
Prerequisites
Verify the following requirements for entering time and submitting timesheets:
  • You have either of the following access rights:
    • Timesheet – Navigate (Global) and Resource - Enter Time (Instance) for creating your own timesheet.
    • Timesheets - Edit All (Global) which includes access rights for creating your own timesheet.
  • The following options are set for you in Classic
    Clarity PPM
     (Home, Resource Management, Resources, Settings):
    • Track Mode = PPM
    • Open for Time Entry = Selected
    • Active status = Selected
Timesheet options
The following timesheets options are only applicable to the
New User Experience
:
  • Allow Entry of Line Item Totals. When the option is enabled, you can update the Totals column in a timesheet and the daily hours are updated and spread evenly based on the total value.
  • Display the Attestation Message on Submit. When the option is enabled, a confirmation message appears if you submit a timesheet. You can also define the confirmation message text in Classic
    Clarity PPM
    .
No changes.
  • You enter work for My Timesheet and on timesheets for other people when you have Time Entry access rights.
  • The following timesheets options are not applicable to Classic
    Clarity PPM
    :
    • Allow Entry of Line Item Totals
    • Display the Attestation Message on Submit
Timesheets: Create Timesheet
You can independently select each of the following options when creating a timesheet:
  • Copy previous time period with or without hours
The option is available if the team member has previously created a timesheet. Hours that are entered on non-working days are not copied over to the new timesheet.
  • Add tasks assigned to me
The option is available if the team member has current task assignments.
  • Add Work
    The option is available if the team member is creating a timesheet for the first time. You can select tasks for all investments for which you are a team member.
No changes.
When you change the Populate or Copy options, there is no effect on the timesheet functionality in the
New User Experience
.
Add Work Option
The option shows all tasks for all active investments where you are a team member. You can use compound filtering to shorten the task list. You can see and can send a notification to your project manager for work items that are not enabled for time entry. The list of tasks includes tasks with a status of Completed. You can filter the list of tasks using the following fields:
  • Investment Manager
  • Investment Type
  • Task Assignment. All Tasks, Tasks assigned to me, or Tasks not assigned to me
  • Work (Investment) Name or ID
  • Task Name
  • Phase Name
  • Task Start Date
  • Task Finish Date
Note:
  See
Known Issues
 in Change Impact and Upgrade for more information about error messages when entering dates.
No changes.
Visual Gauges
Timesheet users can see the following gauges:
  • Tracked Time. Total hours (or days) booked on My Timesheet over total hours (or days) of available work time.
  • % of Project Time. The percentage of the number of hours (or days) booked on a Project investment type compared to the number of hours (or days) booked on other investment types.
See New User Experience: Enter Hours and Submit a Timesheet for more details on these gauges.
No changes.
You cannot enter indirect time or time for incidents. Indirect time or incidents timesheets that are previously created in Classic
Clarity PPM
 do not appear.
No changes.
You can enter pending ETC values in the timesheet ETC field.
The project manager can manage accepting or rejecting pending ETC values in the task assignments in Classic
Clarity PPM
.
No changes.
Timesheet Processes
When you update a timesheet in the
New User Experience
, a timesheets process that has been defined and activated in Classic
Clarity PPM
 can get triggered. The process can lock the timesheet status field. On the My Timesheet page, the APPROVE and RETURN buttons still appear on the submitted timesheet with the locked status field. However, when you as the team member click either button to approve or return the timesheet, the following message appears:
CMN-0015 Attribute 'prstatus' was locked and cannot be changed.
The action item owner can change the timesheet status using a process action item in Classic
Clarity PPM
.
No changes.
When a Timesheet status is locked by a process, you as a team member see the following message from within the Timesheet Details view. You do not see the APPROVE or RETURN Buttons.
TMA-0118: This timesheet's status has been locked by the process engine. It can only be changed by an action item.
Tasks page
(available from the main menu in the left navigation panel)
View Tasks
To view your tasks using the Tasks menu option in the left navigation panel, you need the following access rights:
  • Tasks – Navigate (Global)
  • Project – View Tasks (Instance)
  • Project – View Base (Instance)
Edit Tasks
To edit your tasks using the Tasks menu option in the left navigation panel, you need the Project – Edit Assigned Tasks (Instance) access right along with the navigate and view rights.
The separate Tasks page is not available in Classic
Clarity PPM
. You access your tasks from the project Tasks tab.
Project Coordinator
Capability
New User Experience
Classic
Clarity PPM
Access Rights for Project Coordinators
To access the new Staffing (resource management) pages, the project coordinator requires the following access rights assigned to them in Classic
Clarity PPM
:
  • Staffing - Navigate
  • <investment> - Edit (includes all investments, project or non-project)
  • Soft or hard booking rights on roles
  • Resource soft or hard booking rights are required only if replacing role requests with named resources
No changes
Staffing Investments
As a project coordinator, you can perform the following staffing activities for labor resources only:
  • Staff investments and manage role requests
  • Use a Telescope Calendar to configure the resource management views by fiscal time periods
  • Use Conversations to collaborate with the resource manager in the context of the work
Investments to Resources view
To see an investment in the view, you need view or edit rights to the investment.
Based on the proper combination of your assigned access rights, you can perform the following tasks on this view:
  • View only the investment general details (no editing capability is available)
  • For investments where you have
    edit or view
    rights, accessing allocated resources or roles where you have
    no
    booking
     rights:
    • View existing allocation amounts on specific resources and roles per time period
    • View resource or role allocation detail tab
    • Add, edit, or delete allocation conversations
  • For investments where you have
    edit or view
    rights, access allocated resources or roles with
    hard
     booking rights:
    • View, add, edit or remove resource or role allocation amounts per time period
    • View or edit resource or role allocation detail tab
    • When you have edit rights to the investment, you can extend the allocation dates beyond the investment scheduled dates
    • Change the allocation booking status from soft to hard for resources
    • Route role requests to a specific resource manager
    • Perform role replacements with a target resource for which you have
      hard
       booking rights
    • Add, edit, or delete allocation conversations
  • For investments where you have
    edit
     rights, access allocated resources or roles where you have
    soft
     booking rights:
    • View, add, edit or remove resource or role allocation amounts per time period
    • View or edit resource or role allocation detail tab
    • Edit the allocation dates beyond the investment scheduled dates
    • Route role requests to a specific, requested resource manager
    • Perform role replacements with a target resource for which you have
      hard or soft
      booking rights
    • Add, edit, or delete allocation conversations
You can set up notifications for Conversations on the Notifications page.
Resource booking rights and investment rights have NOT changed. The proper combination of rights to perform add, edit and remove actions on allocations is the same between both areas.
Managing allocations
As a project coordinator with sufficient access rights, you can also perform the same tasks as described for the Resource Manager.
Financial Manager
Capability
New User Experience
Classic
Clarity PPM
Access Rights for Financial Managers
To access the new Financials page for a project, the financial manager requires the following access rights assigned to them in Classic
Clarity PPM
:
  • Project - Cost Plan – View
  • Project - Cost Plan – Edit
  • To view the list of cost plans and the cost plan details, you need any one or both of the listed access rights. With these rights, you can also view the Financials module on the project tiles.
  • To edit a cost plan and the line item details, you need the Project - Cost Plan – Edit access right.
  • To copy, delete, or mark any plan as the Plan of Record, you need the Project - Cost Plan – Edit access right. You can perform these actions either from the cost plans list page or the details page.
No changes
Cost Plans
As a Financial Manager, you can open a project and use the new Financials page to create, view and analyze cost plans. You can view the Financials page if you have viewing rights on the project. The Financials page offers a better user experience to visualize cost plans.
  • You can view and analyze cost plans as lists or in grid view. The grid view of cost plan provides excel like features for better usability.
  • You can customize the grid view by applying the grid filters and other controls like pinning, resizing columns, hide/show columns.
  • You can customize your cost plan view based on time period and decimal display. Only Monthly, Quarterly & Annual cost plans are displayed. 
  • 13 period, semi-monthly, weekly cost plans are not supported in the new UX.
  • The cost plan grid supports the following views: Planned, Planned to Actuals, Planned to Forecast, and Actuals.
  • You can group column data using the drag-and-drop feature and see aggregated values for the grouping attributes.
No changes
Auto populate from allocations or assignments
  • You can auto populate cost plans either from allocations or assignments. The Project – Cost Plan – Edit access right is required.
  • The following auto populate options are available from the cost plan details page only. The options are not available on the cost plans list page:
    • POPULATE FROM ALLOCATIONS
    • POPULATE FROM ASSIGNMENTS
No changes.
You can auto populate cost plans from both the list page and the details page.
Transaction Review
You can view transactions behind every actual cost posted in the cost plan. In the Planned to Actuals or the Actuals view, every Actual cost is displayed as a hyperlink. Click the Actuals link to view the detailed transactions for the cost.
No changes
Portfolio Manager
Capability
New User Experience
Classic
Clarity PPM
Access Rights for Portfolio Managers
To access the new roadmapping features, portfolio managers require one or more roadmap access rights assigned to them in Classic
Clarity PPM
. See
New User Experience Access Rights
 under
Access Rights Reference
.
No changes
Roadmaps
As a portfolio manager, create and manage roadmaps to more efficiently plan for the future of your business.
Layouts
Use the following layouts to group and arrange your roadmap items:
  • Timeline layout
  • Board layout
  • Grid layout
Views
  • Use views to personalize a roadmap layout and save it for future access or for sharing with others.
  • Access the saved views for a roadmap and manage your own saved views with the Roadmap - View access right. Use Save As to create copies of views created by others for your own modification and use.
Picklists
  • Use default global picklists to arrange the roadmap items into logical groups (such as by status or type) on the different layouts. You can also group by color.
  • Customize the default global picklists. For example, add custom values to the picklist.
  • Create and manage local picklists to customize the grouping of roadmap items for a specific roadmap. The Roadmap - Edit access right is required.
  • Create global picklists to customize the grouping of roadmap items for all roadmaps. A Studio administrator manages the global picklists for all roadmaps in Classic
    Clarity PPM
    .
Scenarios
  • Create and manage multiple scenarios for a roadmap and indicate which is the plan of record and which is the baseline. The Roadmap - Edit access right is required.
  • Select and view existing scenarios with the Roadmap - View access right.
  • Compare scenarios in the timeline layout.
Metrics
  • Select and display up to three metrics on your roadmap items in the timeline to quickly and conveniently see any numeric or money value. The Roadmap - View access right is required.
  • Edit the underlying metric data in a scenario roadmap item with the Roadmap - Edit access right.
Per-Period Metrics
  • Select financial metrics such as Benefit or Capacity to display the data broken down by time periods for your roadmap items on the grid.
  • Select and display totals for the per-period metrics. You can configure one set of Total attributes and a different set of per-period attributes.
Targets
Define targets (for example, capital expense, revenue, and so on) and monitor the impact on these targets as you add, move, and remove items from your roadmap.
Import roadmap items
  • Import from CSV. With the
    Roadmap - Edit
     access right you can import roadmap items into a roadmap scenario.
  • Import
    Clarity PPM
     projects. Create roadmap items by importing active projects for which you have at least view access rights.
Link Roadmap Items to projects
In a roadmap scenario, you can associate a roadmap item to an existing project for which you have view access rights.
Synchronize roadmap items to projects
In a given scenario, you can selectively synchronize roadmap item attributes with the values from one or more linked projects so they reflect the latest values.
  • Roadmaps are not available to the end-users. However, the Roadmap and Roadmap Item objects are available in Studio for limited administration.
  • Roadmaps in the
    New User Experience
     are not associated with Portfolios in Classic
    Clarity PPM
    .
Do not enter values inside angle brackets in data fields in Classic PPM or the
New User Experience
. For example, avoid typing <abc> or <value1> using angle brackets for placeholder text. The coupled angle brackets are not a supported special character combination and can produce unexpected results.