Install the PMO Accelerator Add-In and PMO Sample Data

As an administrator, configure the PMO Accelerator content for cappm. The PMO Accelerator add-in is required for all new installations and upgrades of CA PPM.
ccppmod1561
As an administrator, configure the PMO Accelerator content for 
Clarity PPM
. The PMO Accelerator add-in is required for all new installations and upgrades of CA PPM.
To help you evaluate new features, optional PMO sample data content is also available. You can install the optional PMO sample data in systems set to USD currency only.
 
 
2
 
 
Video: Install CA Clarity PPM Content Add-Ins (PMO Accelerator)
 

 
Upgrade the PMO Accelerator Content
Perform these steps if you have an existing installation of the PMO Accelerator add-in, or if you have previously configured 
Clarity PPM
 Studio objects. These steps are not required when the add-in is installed for the first time. 
If you have an earlier version of the PMO Accelerator installed and you upgrade to a later version of the add-in, the Content Add-In Items List page shows which items are not installed. Their status appears as 
Upgrade Ready
 when an update to the item is included in the new PMO add-in.
For upgraded add-ins, you can install and periodically update content items in the add-in after the initial installation.
 
Follow these steps:
 
  1. Log in to 
    Clarity PPM
    .
  2. Click 
    Administration
    Studio
    Content Add-Ins
  3. Click the List icon of the Accelerator: Program Management Office add-in (ID: csk). Select the add-in. Its status shows 
    Upgrade Ready
    .
    The 
    Content Add-In Items List
     page appears.
    1. Click the 
      Items
       tab. Review the add-in items in the product. 
    2. Review the existing configurations carefully before you apply the new or changed content.
    3. Select the items that are marked 
      Upgrade Ready
       or 
      Not Installed
       that you want to upgrade to the new version. You can filter on the Status field. Each content item has one of the following status values:
      •  
        Not Installed
        : Items that are new to the add-in version or items that produced an error upon install. When the PMO Accelerator is not upgraded after upgrading from a previous 
        Clarity PPM
         release, several items will show as Not Installed and an alert message saying that the add-in needs to be installed will display. Install the add-in to change the status of these items.
      •  
        Upgrade Ready
        : Items that you installed from a previous add-in version that has an update to the item in the current add-in version or views updated via the add-in that you have also modified via Studio. 
      •  
        Installed
        : Items that are installed. Select the items you want to install.  
    4. For all active process instances that display the 
      Upgrade Ready
       status, cancel and delete the old process instances.
    5. Consider the configurations you have made to items before installing them. Installing modified items overwrites your configurations. If you have previously configured Studio object views, the configurations are preserved and are not overwritten during installation. You can decide which views to install by selecting them. For more information about how PMO Accelerator configures views, see PMO Accelerator Object Views.
       Previously configured views are not overwritten during the installation. From this page, you can select which new or updated views to apply. Applying a Studio object view overwrites any existing Studio object views.
  4. Click 
    Install
    .
    The selected items appear on the Confirm Content Item Installation page. If selected items have dependencies on other items, the dependent items also appear on the page and must be installed.
  5. Click 
    Yes
     to update or install the items.
    If a user has previously changed an item listed on the confirmation or install page, publish the item before displaying the update to the users. For more information, see 
    CA PPM Studio Development
    .
PMO Accelerator Content Items by Release
The following tables assume an earlier version of the PMO Accelerator was fully installed including all custom views. The add-in was then upgraded to the next version. The items in the tables are sorted alphabetically by content item.
 
 
5
 
5
 
 
 Review the tables to understand the recommended actions for installing the add-in items with an 
Upgrade Ready
 status. The tables identify whether an update is strongly recommended, recommended, or optional.
The following fields appear in the tables:
  •  
    Content Item: 
    Indicates the item name and is the same as the Content Item in the Content Add-In Items List page.
  •  
    Type: 
    Indicates the item type and is the same as the type in the Content Add-In Items List page.
  •  
    Description: 
    Describes the update and provides a short explanation of why you should apply it.
  •  
    Action: 
    Indicates the recommended action:
    •  
      SR
      : The update is strongly recommended. It must be installed.
    •  
      R
      : The update is recommended. It should be installed.
    •  
      O
      : The update is optional. We recommend that you install the update unless you have modified custom views or items and do not want your modifications overwritten. If you do not apply a view update, you should read the description of the changes and consider manually making the changes in your configured views.
PMO Content in Release 15.6.1
The following table shows the upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.6.1:
Content Item
Type
Description
Action
PMO Executive Viewer
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Executive Viewer - Extended
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Financial Administrator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Idea Creator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Idea Reviewer
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Investment Creator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Investment Viewer Extended
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Portfolio Manager
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Program Manager
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Project Creator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Project Manager
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Project Manager Extended
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Project Reviewer
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Resource Manager
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Resource Manager Extended
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO System Administrator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Team Member
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
PMO Vendor Administrator
Group
The group is modified to include the new ‘Project Management – Tiles Navigate’ global access right.
R
 
PMO Content in Release 15.6
The following table shows the upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.6:
 
Content Item
 
 
Type
 
 
Description
 
 
Action
 
Change Request Management
Portlet
The portlet is modified to allow more options when filtering by priority. Previously only 
All
 was available.
SR
Content Issues Listing
Portlet
The portlet is modified to work consistently with the other Issue Management portlets. The portlet now allows more options when filtering by priority. Previously only 
All
 was available.
SR
Issue Management
Portlet
The portlet is modified to allow more options when filtering by priority. Previously only 
All
 was available.
SR
Risk Management
Portlet
The portlet is modified to allow more options when filtering by priority. Previously only 
All
 was available.
SR
Issues Listing
Portlet
The portlet is modified to work consistently with the other Issue Management portlets. The portlet now allows more options when filtering by priority. Previously only 
All
 was available.
SR
PMO Advanced Reporting Investment Management
Group
The group is modified to include the report run instance right to the Roadmap Timeline report.
R
PMO Advanced Reporting Project Management
Group
The group is modified to include the report run instance right to the Trended Project Metrics and Project KPI Trends reports.
R
PMO System Administrator
Group
The group is modified to include the new 
Idea Management - Navigate
 and 
Project - Task Management - All
 access rights.
R
PMO Content in Release 15.5.1
The following table shows the new upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.5.1:
 
Content Item
 
 
Type
 
 
Description
 
 
Action
 
Project KPI Trends
Report
A new Project KPI Trends report is available as an example of the applied use of trending snapshots. Trend reporting helps teams and leadership identify overall patterns that shift over time. Use the Project KPI Trends report to monitor key performance indicators and establish priorities. For example, track the quantity and severity of open risks over time. Trending data is sourced in the data warehouse based on your configuration options.
SR
Roadmap Timeline
Report
Accelerate you investment planning activities with the new roadmap timeline report that pulls data directly from your New User Experience roadmaps stored in the CA Clarity PPM transactional database.
SR
 The two new reports above are automatically installed with the PMO accelerator and do not appear as 
Upgrade Ready
; however, for consistency we documented them in the table shown. Your applied use of the reports is optional.
PMO Content in Release 15.5
The following table shows the upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.5:
 
Content Item
 
 
Type
 
 
Description
 
 
Action
 
Timesheet Review
Portlet
The portlet is modified to let you filter on active resources and teams. The portlet uses the new
LOOKUP_RES_AND_TEAMS lookup.
R
PMO Content in Release 15.4.1
The following table shows the upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.4.1:
 
Content Item
 
 
Type
 
 
Description
 
 
Action
 
Overview Sponsor Filter     
Portlet   
The portlet is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in the 
New User Experience
.
R
Project KPIs by OBS    
Portlet 
The portlet is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in the 
New User Experience
.
R
Project Planned Cost
Portlet
The portlet is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in the 
New User Experience
.
R
Project Schedule
Portlet
The portlet is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in the 
New User Experience
.
R
Idea Review Process
Process
The process is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in the 
New User Experience
.
R
Issue Review and Escalation Process
Process
The process is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in the 
New User Experience
.
R
Idea Sponsor
Lookup
The lookup is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in the 
New User Experience
.
R
Idea Object Filter View
View
The view is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in the 
New User Experience
. Instead of applying the view, you can manually modify it in CA PPM Studio as follows:
  1. Select 
    Administration
    Studio
    Objects
    .
  2. Select the 
    Idea
     object.
  3. Click 
    Views
    .
  4. Click the 
    Fields
     link for the Idea Filter view.
  5. Select the 
    Business Owner
     field and rename it to Sponsor.
O
Idea Object Property View
View
The view is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in the 
New User Experience
. Instead of applying the view, you can manually modify it in CA PPM Studio as follows:
  1. Select 
    Administration
    Studio
    Objects
    .
  2. Select the 
    Idea
     object.
  3. Click 
    Views
    .
  4. Click the 
    Fields
     link for the Idea Properties view.
  5. Select the 
    Business Owner
     field and rename it to Sponsor.
O
Project Object Filter View
View
The view is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in the 
New User Experience
. Instead of applying the view, you can manually modify it in CA PPM Studio as follows:
  1. Select 
    Administration
    Studio
    Objects
    .
  2. Select the 
    Project
     object.
  3. Click 
    Views
    .
  4. Click the 
    Fields
     link for the Project Filter view.
  5. Select the 
    Business Owner
     field and rename it to Sponsor.
O
Project Object Property View
View
The view is modified to display the label 'Sponsor' instead of the label 'Business Owner'. The change makes the label consistent with the label that appears in the 
New User Experience
. Instead of applying the view, you can manually modify it in CA PPM Studio as follows:
  1. Select 
    Administration
    Studio
    Objects
    .
  2. Select the 
    Project
     object.
  3. Click 
    Views
    .
  4. Click the 
    Fields
     link for the Project Properties view.
  5. Select the 
    Business Owner
     field and rename it to Sponsor.
O
PMO Content in Release 15.4
The following table shows the upgrade-ready content items for environments upgrading to PMO Accelerator Release 15.4:
 
Content Item
 
 
Type
 
 
Description
 
 
Action
 
PMO Executive Viewer     
Group   
The group is modified to include the new Roadmap - Navigate and Roadmap – View – All access rights required to access the Roadmap feature in the New User Experience.
R
PMO Executive Viewer Extended
Group   
The group is modified to include the new Roadmap - Navigate and Roadmap – View – All access rights required to access the Roadmap feature in the New User Experience.
R
PMO System Administrator
Group
The group is modified to include all new Roadmap access rights required to access the Roadmap feature in the New User Experience.
R
Team Detail List View
Group
The Allocation column of the Project Team - Detail list view is modified to be non-editable so its behavior is consistent with the same column on the Project Team - Staff, Staff List – Detail and Staff List views. Optionally, you can manually modify this view in CA PPM Studio instead of applying it. Open Administration, and from Studio menu, click Objects. Select the Team object, and from Views tab, click Fields link of the Project Team - Detail view. Select the Allocation field and uncheck the Allow Editing option.
O
PMO Content in Release 15.3
The following table shows the upgrade-ready content items for environments upgrading to the PMO Accelerator add-in 15.3:
 
Content Item
 
 
Type
 
 
Description
 
 
Action
 
Change Request Management
Portlet
The portlet is modified to work consistently with the other Risk and Issue Management portlets. Instead of displaying LOW, MEDIUM, HIGH when we hover over the images, the priority stoplight column now displays numbers. You can also sort the column by clicking the column name.
SR
Cost and Effort Dashboard
Portlet
The portlet is now consistent with the Risks, Issues, and Changes portlets on the same dashboard. When you select 
All
 in the Include Programs filter, the filter applies the same logic as explicitly selecting 
Yes
, as expected.
SR
Content Issues Listing
Portlet
The portlet is modified to work consistently with the other Risk and Issue Management portlets. Instead of displaying LOW, MEDIUM, HIGH when we hover over images, the priority stoplight column now displays numbers. You can also sort the column by clicking the column name.
SR
Issue Management
Portlet
The portlet is modified to work consistently with the other Risk and Issue Management portlets. Instead of displaying LOW, MEDIUM, HIGH when we hover over images, the priority stoplight column now displays numbers. You can also sort the column by clicking the column name.
SR
Risk Management
Portlet
The portlet is modified to work consistently with the other Risk and Issue Management portlets. Instead of displaying LOW, MEDIUM, HIGH when we hover over images, the priority stoplight column now displays numbers. You can also sort the column by clicking the column name.
SR
Schedule Dashboard
Portlet
The portlet is now consistent with the Risks, Issues, and Changes portlets on the same dashboard. When you select 
All
 in the Include Programs filter, the filter applies the same logic as explicitly selecting 
Yes
, as expected.
SR
Overview
Page
The Overview page shows as Upgrade Ready because of the changes made to the Project Dashboard and Risks, Issues, and Changes tabs. These tabs are part of the Overview page.
O
Display Mappings - Color (Priority)
Lookup
In several instances, the lookups are modified to include the word 
Priority
. For example, 
High Priority
 instead of 
High
, and 
Low Priority
 instead of 
Low
.
O
Portlet Query Translations
Lookup
The lookup is modified to include new labels used by portlets and reports.
SR
PMO Executive Viewer
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Executive Viewer Extended
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Financial Administrator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Idea Creator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
.
R
PMO Idea Reviewer
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Investment Creator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
.
R
PMO Investment Viewer Extended
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Portfolio Manager
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Program Manager
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Project Creator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
.
R
PMO Project Manager
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Project Manager Extended
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Project Viewer
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Resource Administrator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Resource Manager
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Resource Manager Extended
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMP System Administrator
Group
The group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
.
R
PMO Team Member
Group
This group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
.
R
PMO Timesheet Administrator
Group
This group is modified to include the access right required to access the My Reports portlet.
R
PMO Vendor Management
Group
This group is modified to include the new Project Management - Navigate access right required to access the Projects feature in the 
New User Experience
. It is also modified to include the access to the My Reports portlet.
R
PMO Content in Release 15.2
The following table shows the upgrade-ready content items for environments upgrading to the PMO Accelerator add-in 15.2:
 
Content Item
 
 
Type
 
 
Description
 
 
Action
 
PMO Financial Administrator
Group
The group is modified to include the new Resource Management - Navigate access right required to access the Staffing feature in the New User Experience.
R
PMO Resource Administrator
Group
The group is modified to include the new Resource Management - Navigate access right required to access the Staffing feature in the New User Experience.
R
PMO Resource Manager
Group
The group is modified to include the new Resource Management - Navigate access right required to access the Staffing feature in the New User Experience.
R
PMO Resource Manager Extended
Group
The group is modified to include the new Resource Management - Navigate access right required to access the Staffing feature in the New User Experience.
R
PMP System Administrator
Group
The group is modified to include the new Resource Management - Navigate access right required to access the Staffing feature in the New User Experience.
R
Portlet Timesheet Period Browse
Lookup
The lookup is modified to include time period attribute as part of the display page since this is the display attribute associated with the hidden attribute in the lookup definition.
SR
PMO Content in Release 15.1
The following table shows the upgrade-ready content items for environments upgrading to the PMO Accelerator add-in 15.1:
 
Content Item
 
 
Type
 
 
Description
 
 
Action
 
Cost and Effort Dashboard
Portlet
The portlet is modified to display projects that do not have a project manager associated.
SR
Project Document Review
Portlet
The portlet is modified to filter by owner.
R
Schedule Dashboard
Portlet
The portlet is modified to display projects that do not have a project manager associated.
SR
Status Report Properties
View
The view is modified to include Status Report ID.
O
PMO Content in Release 14.4
The following table shows the upgrade-ready content items for environments upgrading to the PMO Accelerator add-in 14.4:
 
Content Item
 
 
Type
 
 
Description
 
 
Action
 
Cost and Effort Dashboard
Portlet
The portlet is modified to display subprojects when filtering the portlet by the parent project.
R
PMO Resource Browse
Lookup
The lookup query is modified to include projects that have the Last Updated By column seeded as -99 (minus 99).
R
Portlet Query Translations
Lookup
The lookup is modified to include the Undefined value.
SR
Schedule Dashboard
Portlet
The portlet is modified to display subprojects when filtering the portlet by the parent project.
SR
PMO Content in Release 14.3
The following table shows the upgrade-ready content items for environments upgrading to the PMO Accelerator add-in 14.3:
 
Content Item
 
 
Type
 
 
Description
 
 
Action
 
Cost and Effort Dashboard
Portlet
The portlet is modified to display subprojects when filtering the portlet by the parent project.
R
GL Allocation Object - Debit Rules Filter View
View
The filter view is modified to include the Cost Type field. Optionally, you can manually modify this view in 
Clarity PPM
 Studio instead of applying it. Open Administration, and from Studio menu, click Objects. Select the GL Allocation object, and from Views tab, click Layout link of the Debit Rules - filter view. Select the Cost Type field from Available and move it to Selected.
O
GL Allocation Object - Debit Rules List View
View
The list view is modified to include the Cost Type field. Optionally, you can manually modify this view in 
Clarity PPM
 Studio instead of applying it. Open Administration, and from Studio menu, click Objects. Select the GL Allocation object, and from Views tab, click Layout link of the Debits - list view. Select the Cost Type field from Available and move it to Selected.
O
GL Allocation Object - Debit Rules Property Views
View
The property views are modified to include the Cost Type field. Optionally, you can manually modify these views in 
Clarity PPM
 Studio instead of applying them. Open Administration, and from Studio menu, click Objects. Select the GL Allocation object, and from Views tab change the following views:
1) Click Layout: Create link of the GL Allocations - Debits - properties view. Navigate to General and click the Properties and Layout icon. Select the Cost Type field from Available and move it to Selected. Repeat these steps for the Layout: Edit link.  
 2) Click Layout: Create link of the Standard Rule - Debits - properties view. Navigate to General and click the Properties and Layout icon. Select the Cost Type field from Available and move it to Selected. Repeat these steps for the Layout: Edit link.
O
GL Allocation Object - Standard Rules Filter View
View
The filter view is modified to include the Cost Type field. Optionally, you can manually modify this view in 
Clarity PPM
 Studio instead of applying it. Open Administration, and from Studio menu, click Objects. Select the GL Allocation object, and from Views tab, click Layout link of the Standard Rules - filter view. Select the Cost Type field from Available and move it to Selected.
O
GL Allocation Object - Standard Rules List View
View
The list view is modified to include the Cost Type field. Optionally, you can manually modify this view in 
Clarity PPM
 Studio instead of applying it. Open Administration, and from Studio menu, click Objects. Select the GL Allocation object, and from Views tab, click Layout link of the Standard - list view. Select the Cost Type field from Available and move it to Selected.
O
Overview Page
Page
The Overview Page shows as Upgrade Ready because its description is modified from Clarity Overview Page to PPM Overview Page as part of the 
Clarity PPM
 re-branding.
O
PMO Resource Browse
Lookup
The lookup query is modified to include projects that have the Last Updated By column seeded as -99 (minus 99).
R
Portlet Query Translations
Lookup
The lookup is modified to include the Undefined value.
SR
Schedule Dashboard
Portlet
The portlet is modified to display subprojects when filtering the portlet by the parent project.
SR
PMO Accelerator Sample Data
The PMO Accelerator sample data includes the content pieces used in the product. Examples include sample OBS, access groups, resources, investments, and so on. Use the sample content to understand the functionality and to build your own data based on your business requirements.
 
 
6
 
6
 
 
PMO Sample Data: Organizational Breakdown Structures (OBS)
To view the list of OBS samples, click Administration, Organization and Access, OBS in the main menu. The Organizational Breakdown Structures page appears listing the OBS samples.
 
Corporate Department OBS: 
The Corporate Department OBS is the Department OBS of the Corporate Entity. The OBS has two levels and the following units
 
Unit
 
 
Level
 
IT
Department
Business Operations
Division
Development
Division
Shared Services
Division
 
Corporate Location OBS: 
The Corporate Location OBS is the Location OBS of the Corporate Entity. The OBS has one level and the following units.
 
Unit
 
 
Level
 
Chicago
Location
Hyderabad
Location
London
Location
New York
Location
Paris
Location
Sao Paulo
Location
Singapore
Location
Sydney
Location
Tokyo
Location
 
Organizational OBS
: The Organizational OBS has three levels and the following units:
 
Unit
 
 
Level
 
All Groups
All Groups
Administration
Group
Application Mgt
Group
Business Technologies
Group
Infrastructure
Group
Facilities
Subgroup
Hardware
Subgroup
Mobile Initiatives
Group
Products
Group
Regulatory
Group
Services
Group
Social Networking
Group
 
Resource Pool OBS
: The Resource Pool OBS has three levels and the following units:
 
Unit
 
 
Level
 
All Groups
All
External
Group
Offshore Development
Team
Onshore Development
Team
Internal
Group
Development
Team
Operations
Team
Shared Services
Team
 
Security OBS - Pages OBS
: The Security OBS - Pages OBS has two levels and the following units:
 
Unit
 
 
Level
 
All
All
Financials
Group
General
Group
Issues and Risks
Group
Portfolio
Group
Program
Group
Project
Group
Reporting
Group
Requester
Group
Resource Planning
Group
Team
Group
Timesheets
Group
PMO Sample Data: Access Groups
The following access groups are included with the PMO Accelerator sample data:
  •  
    PMO Partition IT
    : Members of the PMO Partition IT group are associated to the IT partition in PMO sample data. All resources included with the PMO Sample Data are members of this group.
  •  
    PMO Process Manager
    : Members of the PMO Process Manager group start and manage processes in PMO sample data.
The following access rights are included with this group:
 
Type
 
 
Area
 
 
Access Right
 
Global
Process Management
  •  
    Process - AutoStart - All
     
  •  
    Process - Cancel - All
     
  •  
    Process - Manage - All
     
  •  
    Process - Start - All
     
  •  
    Process - View Definition - All
     
  •  
    Process View Instance - All
     
PMO Sample Data: Resources
Several users and resources are included with the PMO Accelerator sample data. The following resource examples are special users that are members of the access groups installed with the add-in:
 
Resource Name
 
 
User Name
 
 
Resource ID
 
 
Group
 
Ed Carmen
exec
edCarmen
PMO Executive Viewer Extended
PMO Investment Viewer Extended
Randy Quinn
rq
randyQuinn
PMO Idea Creator
PMO Project Creator
PMO Process Manager
Beth Roberts
apr
bethRoberts
PMO Idea Creator
PMO Idea Reviewer
Peter Thompson
pt
peterThompson
PMO Portfolio Manager
PMO Investment Viewer Extended
Paula Granger
pg
paulaGranger
PMO Program Manager
PMO Project Creator
PMO Project Viewer
PMO Process Manager
Paul Martin
pm
paulMartin
PMO Project Manager Extended
PMO Project Creator
PMO Timesheet Administrator
PMO Process Manager
Rosie Miller
rm
rosieMiller
PMO Resource Administrator
PMO Resource Manager Extended
PMO Timesheet Administrator
Faye Maxwell
fm
fayeMaxwell
PMO Financial Administrator
Jason Berry
jberry
jasonBerry
PMO Team Member
Tom Morris
tm
tomMorris
PMO Team Member
PMO Administrator
csk.admin
csk.admin
PMO System Administrator
 
Clarity PPM
 Administrator
admin
admin
PMO System Administrator
Sid Patel (New User Experience)
sidpatel
sidPatel
PMO Roadmap Editor
PMO Executive Viewer Extended
Ian Conner (New User Experience)
Barb Hudson (New User Experience)
bhudson
barbHudson
PMO Project Creator
 PMO Project Manager Extended
 PMO Project Viewer
 PMO Timesheet Administrator
Nicole Fleming (New User Experience)
nfleming
nicoleFleming
PMO Project Creator
PMO Project Manager Extended
PMO Project Viewer
PMO Timesheet Administrator
Theresa Robertson
trobertson
theresaRobertson
PMO Project Creator
PMO Project Manager Extended
PMO Project Viewer
PMO Timesheet Administrator
Mike Jones
mjones
mikeJones
PMO Team Member
Derrick Joseph
djoseph
derrickJoseph
PMO Resource Administrator
PMO Resource Manager Extended
Rita Cohen (New User Experience)
PMO Sample Data: Services
The following service examples are included with the PMO Accelerator sample data:
 
Service Name
 
 
Team
 
 
Financial Plan
 
Cash Management
yes
Customer Contract Center
yes
Email
yes
yes
Global Expense Service
yes
yes
HR Self Service
yes
Internal Marketing Portal
yes
Online Web Portal Service
yes
yes
Regulatory Compliance Service
yes
Security Infrastructure Service
yes
Trading Forward
yes
PMO Sample Data: Assets
The following asset examples are included with the PMO Accelerator sample data:
 
Asset Name
 
 
Team
 
 
Financial Plan
 
APJ Data Center
yes
APJ Research and Development Center
yes
APJ Technology Center
BEA Weblogic 10.0 Application Server
yes
BrightStor HSM Hierarchical Storage Manager
CA Wily Introscope
CA Wily Portal Manager
yes
Dell PowerVault NX1950 Network Storage
yes
EMEA Data Center
yes
EMEA Technology Center
eTrust Anti-Virus for Linux
eTrust SiteMinder Apache Web Plug-In
yes
Headquarters
yes
HP DL 580 - 4 x 2.8 Dual core 8GB RAM
yes
HP 1500cs Modular Smart Array - 48TB
yes
LATAM Data Center
yes
yes
LATAM Research and Development Center
yes
LATAM Technology Center
yes
Microsoft SQL Server 2008 Standard Edition
yes
MS Exchange 2010
yes
NA Data Center
yes
NA Research and Development Center
yes
NA Technology Center
Red Hat Linux Advanced Platform Support
yes
Solaris 11
Sun StorageTek 9970 System - 17TB
Sun Sunfire v440 - 4x1.5GHz 6GB RAM - App
Sun Sunfire v440 - 4x1.5GHz 6GB RAM - DB
Vignette Portal
yes
Windows 2003 Enterprise Server
PMO Sample Data: Applications
The following application examples are included with the PMO Accelerator sample data:
 
Application Name
 
 
Team
 
 
Financial Plan
 
Altus Online Order Application
yes
yes
BrightStor Storage Resource Manager for MS Exchange
yes
yes
Call Contact Center Application
yes
yes
CSS OnLine Retirement Application
yes
yes
Employee Benefits Admin Application
yes
yes
Employee Benefits Enrollment Application
yes
yes
Fixed Assets
yes
yes
Global Expense Application
yes
yes
Payroll
yes
yes
SAP R/3 Financial Accounting
yes
yes
SAP R/3 Human Resources
yes
yes
Supply Chain Datamart Application
yes
yes
PMO Sample Data: Ideas
The following idea examples are included with the PMO Accelerator sample data:
 
Idea Name
 
 
Idea Type
 
 
Idea Category
 
Airport Access Security
Major Project
New Product or Service
AP Architecture Consolidation
Infrastructure Deployment
Network/Telecom
Bundle Mobile Devices
Major Project
New Product Service
Cloud Computing Enhancements
Major Project
New Development
Datamart Performance Upgrade
Infrastructure Deployment
Distributed
Datasecurity for BYOD
Major Project
New Product or Service
Email archival repository
Major Project
New Development
Green IT Initiative
Major Project
New Development
Launch OD Version 14
Major Project
New Product or Service
Lost Device Service
Major Project
New Product or Service
Mobile Environmental Testing
Major Project
New Product or Service
Mobile Initiative for EMEA
Major Project
New Product or Service
Network Monitoring Upgrade
Infrastructure Deployment
Network/Telecom
New Online Application
Application Change
COTS Evaluation
On Demand Portal for PPM Product
Major Project
New Development
On the Road Planner
Major Project
New Product or Service
Online Order Improvements
Major Project
New Development
Recycling Devices
Major Project
New Product or Service
Regulatory Reporting
Major Project
New Development
Report Writer Enhancements
Major Project
Other
Security Enhancements
Application Change
Enhancement
Tablet Office Systems
Major Project
New Product or Service
Upgrade Technology Center
Major Project
New Product or Service
PMO Sample Data: Other Work
The following other work examples are included with the PMO Accelerator sample data:
 
Other Work Name
 
 
Team
 
 
Financial Plan
 
Holiday
yes
Personal Leave
yes
Vacation Time
yes
PMO Sample Data: Project Templates
The following project template examples are included with the PMO Accelerator sample data:
 
Project Template Name
 
 
WBS
 
 
Financial Plan
 
 
Risk
 
 
Issue
 
 
Change Request
 
Development Template (MSP)
yes
Development Template (Workbench)
yes
PMO Sample Data: Projects
The following project examples are included with the PMO Accelerator sample data:
 
Project Name
 
 
Template
 
 
WBS
 
 
Financial Plan
 
 
Risk
 
 
Issue
 
 
Change Request
 
Automated Security Enhancements
Major Project Template
yes
yes
yes
BYOD Management
Development Template (MSP)
yes
yes
Change Mgt for Internal Portal
Major Project Template
yes
yes
yes
yes
Change Mgt for Online Order Entry
yes
yes
yes
Client Services Datamart
Major Project Template
yes
yes
yes
yes
Compliance Audit - Security
yes
yes
yes
Credit Card Processing Enhancements
Major Project Template
yes
yes
Credit Card Security Improvements
Major Project Template
yes
yes
CRM Contact Center Development
Development Template (MSP)
yes
yes
yes
yes
CRM Enhancements
Development Template (MSP)
yes
yes
yes
yes
Data Warehouse Performance Tuning
Major Project Template
yes
yes
yes
yes
eBusiness Mobile Network
Development Template (MSP)
yes
yes
eCommerce Portal
Development Template (MSP)
yes
yes
yes
yes
yes
Email SAN Storage Implementation
Major Project Template
yes
yes
yes
Executive Dashboard Visibility
Major Project Template
yes
yes
Financial Process Audit
Major Project Template
yes
yes
yes
yes
Financial Workflow Development
yes
yes
yes
Global HR Application Maintenance
yes
yes
yes
HR Claims Processing Enhancement
Major Project Template
yes
yes
HR Online Benefits Security Upgrade
Major Project Template
yes
yes
yes
yes
Learning Portal Optimization
Major Project Template
yes
yes
Meeting Reservation Portal
Development Template (MSP)
yes
yes
Mobile Advertising
Major Project Template
yes
yes
Mobile Commerce
Major Project Template
yes
yes
Mobile Device Management (MDM) Deployment
Development Template (MSP)
yes
yes
Mobile Identity Management Enhancements
Development Template (MSP)
yes
yes
Mobile Security
IT Infrastructure Deployment Template
yes
yes
Mobile Time and Approvals
Major Project Template
yes
Mobile Management Services
Development Template (MSP)
yes
yes
MyLearning Mobile Pilot
Development Template (MSP)
yes
yes
Office Upgrade
Development Template (MSP)
yes
yes
Online Order Catalog
Major Project Template
yes
yes
yes
yes
Online Order Entry
Major Project Template
yes
yes
yes
yes
Online Order Performance Improvements
Development Template (MSP)
yes
yes
yes
yes
yes
Online to Offline Market
Major Project Template
yes
yes
Order Management Release 2
Major Project Template
yes
yes
yes
yes
Order Trending Analysis
Major Project Template
yes
yes
PCI Controls Remediation
Major Project Template
yes
yes
yes
yes
Security Compliance
Major Project Template
yes
yes
yes
yes
Social Networking Security Upgrade
Development Template (MSP)
yes
yes
System Upgrade Release 14
Development Template (MSP)
yes
yes
Web Application Enhancement
Major Project Template
yes
yes
yes
yes
yes
XPL Translations
yes
yes
4G Upgrade Readiness
Major Project Template
yes
yes
 By default, autonumbering is enabled for projects.
PMO Sample Data: Programs
The following program example is included with the PMO Accelerator sample data:
 
Program Name
 
 
Subprojects
 
 
Financial Plan
 
 
Risk
 
 
Issue
 
 
Change Request
 
Online Web Portal Program
eCommerce Portal
Online Order Catalog
Online Order Entry
yes
yes
yes
yes
PMO Sample Data: Portfolios
The following portfolio examples are included with the PMO Accelerator sample data:
 
Portfolio Name
 
 
Unit Type
 
 
Portfolio Content
 
 
Plans
 
Application Management
Hours
Applications
Business Services
Hours
Services
Business Technologies
Hours
Active projects associated to the Organizational OBS, Business Technologies Unit
Cost Reduction
Goal Alignment and Required
High ROI / Low Risk
Facilities
FTE
Active assets associated to the Organizational OBS, Facilities Unit
HR Compliance and Reporting
FTE
Active projects associated to the Organizational OBS, Application Mgt Unit
Infrastructure
Hours
Active assets associated to the Organizational OBS, Hardware Unit
Mobile Technologies
FTE
Active projects associated to the Organizational OBS, Mobile Initiatives Unit
Goal Alignment and Required
High ROI / Low Risk
Pipeline Planning
FTE
Active ideas with Idea Category equals to New Product or Service
Goal Alignment and Required
High ROI / Low Risk
Regulatory and Compliance
Hours
Active projects associated to the Organizational OBS, Regulatory Unit
Request Management
Hours
Active ideas with Idea Category not equal to New Product or Service
Goal Alignment and Required
High ROI / Low Risk
 
More Information
:
  • See 
    PMO Accelerator Access Groups
     in 
    CA PPM Access Rights Reference
     located in the 
    Reference
     section.