PMO Accelerator Object Views

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An object view determines how information displays for that object on a page. The following object views are available in 
Classic PPM
:
  • Properties View. This view displays and allows users to enter information about an object.
  • List Column View. This view displays information about object instances in rows and columns.
  • List Filter View. This view is a section that appears at the top of a list column view and allows users to search for and filter information.
When you install the PMO Accelerator, some object views are reinstalled to display information in a different way than the default 
Classic PPM
 installation.
If you previously used 
Classic PPM
 Studio to configure the 
Classic PPM
 views, these configurations do not change. They are not overwritten by new or changed content during the PMO installation. Use the information that is provided in this article to compare the PMO views with the default 
Classic PPM
 views. You can then decide whether to change your existing 
Classic PPM
 configurations, or to apply the new PMO content.
 
 
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Assignment
The following table shows all assignment views that are modified in the PMO Accelerator.
 
Object Name
 
 
View
 
Assignment
Assignment Properties (Edit)
 
Task Assignment List
To apply the Task Assignment List view, also apply the Assignment Properties view. You can review these dependencies between views on the add-in details page in Studio.
You have the following configurations when you apply PMO Accelerator Assignment views.
Assignment Properties
To view assignment properties, open a project task and click the Properties icon in the Assignments section. The Properties page appears by default.
  •  
    General
    Contains general information about assignments that are organized into the following sections:
    •  
      General
      This section includes: Resource, Role, Start, Finish, ETC, Actuals, EAC, Status, Loading Pattern, Baseline Start, Baseline Finish, Pending ETC, Pending Actuals, and Actuals Thru.
    •  
      ETC Detail
      This section is not modified in the PMO Accelerator.
Assignment List Views
 
To view an assignment list:
 
  1. Open Home, and from Portfolio Management, click an investment (for example, Projects).
  2. Click Tasks.
  3. Select a task that contains assignments.
    The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the assignment by clicking the Properties icon.
    • Link to the properties page for the resources or roles by clicking the name of the resources or roles.
    • View the Resource, Role, Loading Pattern, Start, Finish, Actuals, Actual Cost (ACWP), ETC, and EAC.
    • View a Time-Scaled Value displaying the ETC for each assignment for a seven-week period, starting with the current week.
Baseline
The following table shows all baseline views that are modified in the PMO Accelerator.
 
Object Name
 
 
View
 
Baseline
Baseline Revision Properties (Create and Edit)
 
Baseline Revision List
 
Baseline Revision Filter
To apply the Baseline Revision List view, also apply the Baseline Revision Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.
You have the following configurations when you apply PMO Accelerator Baseline views.
Baseline Properties
To view baseline properties, open a baseline revision of an investment. The Properties page appears by default.
  •  
    General
    Contains general information about baseline revisions that are organized into the following sections:
    •  
      General
      This section includes: Revision Name, Revision ID, Description, Baseline Start, Baseline Finish, and Current Revision check box.
    •  
      Baseline Effort and Cost
      This section includes: BAC and BAC Cost.
    •  
      Performance Against Current Baseline
      This section includes: Planned Value (BCWS), Earned Value (BCWP), Actual Cost (ACWP), Cost Variance (CV), Schedule Variance (SV), Cost Performance Index (CPI) and Schedule Performance Index (SPI).
Baseline List Views
 
To view a list of baselines:
 
  1. Open Home, and from Portfolio Management, click an investment (for example, Projects).
  2. Select a project.
  3. From the properties content menu, click Baseline.
    The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the baseline by clicking the name of the baseline revision.
    • View the Revision Name, Revision ID, Current Revision check box, Baseline Start, Baseline Finish, BAC, and BAC Cost. The Current Revision is highlighted in the list.
Baseline Filter Views
By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.
From this view, you can filter by Revision Name, Revision ID, Current Revision, Baseline Start, and Baseline Finish. By default, Current Revision is set to All.
Change Request
The following table shows all change request views that are modified in the PMO Accelerator.
 
Object Name
 
 
View
 
Change Request
Change Request Properties (Create and Edit)
 
Change Request List
 
Change Request Filter
To apply the Change Request List view, also apply the Change Request Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.
You have the following configurations when you apply PMO Accelerator Change Request views.
Change Request Properties
To view change request properties, open a change request of a project. The General page appears by default.
  •  
    General
    This page contains general information about change requests and is organized into the following sections:
    •  
      General
      This section includes: Change Request Name, Change Request ID, Description, Category, Priority, Include in Status Reporting, Originating Issue or Risk (displays if change request is created from an issue or risk), Status, Owner, Reasons, and Next Review Date.
    •  
      Details
      This section includes: Document, Impact on Baseline, Impact on Other Projects, Change in Cost, Change in Schedule, Change in Resources, Expected Close Date, Benefits, Close Date, Last Updated Date, Last Updated By, Created Date, and Created By.
    •  
      Assessment
      This section includes: Assessor, Date Assessed, Approved By, and Date Approved.
Change Request List Views
 
To view a list of change requests:
 
  1. Open Home, and from Portfolio Management, click an investment (for example, Projects).
  2. Open a project.
    The Properties page appears.
  3. Click Risks/Issues/Changes.
  4. Select Change Request from the drop-down list.
    The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the change request by clicking the change request name.
    • View the Change Request, Category, Priority, Status, Owner, Expected Close Date, and Last Updated Date.
Change Request Filter Views
By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.
From this view, you can filter by Change Request Name, Change Request ID, Category, Priority, Status, and Owner. By default, Category, Priority, and Status are set to All.
Cost and Benefit Plan
The following table shows all cost plan and benefit plan views that are modified in the PMO Accelerator.
 
Object Name
 
 
View
 
Benefit Plan
Benefit Plan Properties (Create and Edit)
 
Benefit Plan List
 
Benefit Plan Filter
Benefit Plan Detail
Benefit Plan Detail Properties (Create and Edit)
 
Benefit Plan Detail List
 
Idea Benefit Plan Detail List
 
Benefit Plan Detail Filter
 
Idea Benefit Plan Detail Filter
Cost Plan
Cost Plan Properties (Create and Edit)
 
Cost Plan List
 
Cost Plan Filter
 
Budget List
 
Budget Filter
Cost Plan Detail
Cost Plan Detail Properties (Create and Edit)
 
Cost Plan Detail List
 
Cost Plan Billing Detail List
 
Cost Plan Detail Filter
 
Budget Plan Detail Filter
To apply the Cost Plan and Benefit Plan List views, also apply the Cost Plan and Benefit Plan Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.
You have the following configurations when you apply PMO Accelerator Cost Plan and Benefit Plan views.
Cost and Benefit Plan Properties
To view cost and benefit plan properties, open a cost or benefit plan of an investment and click the Properties icon. The Properties page appears by default.
  •  
    Benefit Plan
    This page includes: Plan Name, Plan ID, Description, Period Type, Start Period, and Finish Period.
  •  
    Benefit Plan Details
    This page includes: Description, Benefit Class, and Benefit Subclass. The Benefit Class and Benefit Subclass are installed with the PMO Accelerator.
  •  
    Cost and Budget Plan
    This page includes: Plan Name, Plan ID, Description, Period Type, Start Period, Finish Period, Benefit Plan, Currency, Plan of Record check box, Status, and Grouping Attributes.
  •  
    Submit Cost Plan to Budget
    This page includes: Plan Name, Plan ID, Description, Period Type, Start Period, Finish Period, Benefit Plan, Submit Option, Currency, Plan of Record check box, Status, and Grouping Attributes.
  •  
    Cost and Budget Plan Details
    This page includes the grouping attributes selected for the cost plan.
Cost and Benefit Plan List Views
 
To view a list of cost or benefit plans:
 
  1. Open Home, and from Portfolio Management, click an investment (for example, Projects).
  2. Open the project and click Financial Plans.
  3. Select Cost Plans, Benefit Plans, or Budget Plans from the drop-down list.
    The List Column view appears by default. From this view, you can do the following:
    • Benefit Plan
      • Link to the properties page for the benefit plan by clicking the Properties icon.
      • Link to the detail list page for the benefit plan by clicking the name of the benefit plan.
      • View the Plan Name, Period Type, Start Period, Finish Period, and Planned Benefit.
    • Benefit Plan Details and Idea Benefit Plan Details
      • View the Benefit Class, Benefit Subclass, Description, Benefit Total, Realized Benefit, and Benefit Variance.
      • View a Time-Scaled Value displaying Benefit, Realized Benefit, and Benefit Variance for each plan detail entry, starting with the plan start period.
    • Cost Plan
      • Link to the properties page for the cost plan by clicking the Properties icon.
      • Link to the detail list page for the cost plan by clicking the name of the cost plan.
      • Link to the properties page for the benefit plan by clicking the name of the benefit plan.
      • View the Plan Name, Set as Plan of Record, Plan of Record check box, Period Type, Start Period, Finish Period, Planned Cost, and Benefit Plan. The Plan of Record is highlighted in the list.
    • Budget Plan
      • Link to the properties page for the budget plan by clicking the Properties icon.
      • Link to the detail list page for the budget plan by clicking the name of the budget plan.
      • Link to the properties page for the benefit plan by clicking the name of the benefit plan.
      • View the Budget Name, Current check box, Status, Revision, Period Type, Start Period, Finish Period, Budget Cost, and Benefit Plan. The Plan of Record is highlighted in the list.
    • Cost and Budget Plan Details - Investment Currency View
      • View the selected grouping attributes such as: Cost Type, Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1, and User Value 2.
      • View the Cost Total, Actual Cost, and Cost Variance.
      • View a Time-Scaled Value displaying Cost, Actual Cost, and Cost Variance for each plan detail entry, starting with the plan start period.
    • Cost and Budget Plan Details - Billing Currency View
      • View the selected grouping attributes such as: Cost Type, Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1, and User Value 2.
      • View the Units Total, Billing Cost Total, and Billing Revenue Total.
      • View a Time-Scaled Value displaying Units, Billing Cost, and Billing Revenue for each plan detail entry, starting with the plan start period.
Cost and Benefit Plan Filter Views
By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.
From this view, you can do the following:
  • Financial Plans
    • For benefit plans, filter by Plan Name, Plan ID, Start Period, and Finish Period.
    • For cost plans, filter by Plan Name, Plan ID, Plan of Record, Start Period, and Finish Period. By default, Plan of Record is set to All.
    • For budget plans, filter by Budget Name, Budget ID, Current, Status, Start Period, and Finish Period. By default, Current is set to All.
  • Financial Plan Details
    • For benefit plan details and idea benefit plan details, filter by Benefit Class, Benefit Subclass, and Description. By default, Benefit Class and Benefit Subclass are set to All.
    • For cost plan details, filter by Cost Type, Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1 and User Value 2. By default, Cost Type, Charge Code, Transaction Class, Resource Class and Input Type Code are set to All.
    • For budget plan details, filter by Cost Type, Charge Code, Transaction Class, Resource Role, Resource, Department, Location, Resource Class, Input Type Code, User Value 1 and User Value 2. By default, Cost Type, Charge Code, Transaction Class, Resource Class and Input Type Code are set to All.
GL Allocation and Resource Credit
The following table shows all GL allocation and resource credit views that are modified in the PMO Accelerator.
 
Object Name
 
 
View
 
GL Allocation
GL Allocation Debits Properties (Create and Edit)
 
Standard Rule Debits Properties (Create and Edit)
 
Debit Rule List
 
Debit Rule Filter
 
Standard Rule List
 
Standard Rule Filter
GL Allocation Detail
Overhead Rule Detail Properties (Create and Edit)
 
Overhead Rule Detail List
 
Overhead Rule Detail Filter
 
Debit Rule Detail List
 
Standard Rule Detail List
Resource Credit
Resource Credit Properties (Create and Edit)
 
Resource Credit List
 
Resource Credit Filter
Resource Credit Detail
Resource Credit Detail List
To apply the GL Allocation and Resource Credit List views, also apply the GL Allocation and Resource Credit Properties and Filter views. You can review these dependencies between views on the add-in details page in 
Classic PPM
 Studio.
You have the following configurations when you apply PMO Accelerator GL Allocation and Resource Credit views.
GL Allocation and Resource Credit Properties
Properties view lets you define base information about chargeback rules, such as debit, standard, overhead, and credit rules. To view chargeback properties, open a debit rule of an investment or navigate to Administration and open a standard, overhead, or credit rule. The Properties page appears by default.
  •  
    GL Allocation Debit Rules
    This page includes: Chargeback Description, Cost Type, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, Status, Allocation Code, and Charge Remainder to Overhead check box.
  •  
    Standard Rules
    This page includes: Chargeback Description, Entity, Cost Type, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, Status, Allocation Code, and Charge Remainder to Overhead check box.
  •  
    Resource Credit Rules
    This page includes: Credit Rule Description, Entity, Department, Location, Transaction Class, Resource Class, Status, and Resource Credit Code.
  •  
    Debit Rule Details
    This page includes: GL Account and Department.
  •  
    Standard Rule Details
    This page includes: GL Account and Department.
  •  
    Resource Credit Rule Details
    This page includes: GL Account and Department.
  •  
    Overhead Rule Details
    This page includes: GL Account, Entity, and Department.
GL Allocation and Resource Credit List Views
 
To view a list of debit rules:
 
  1. Open Home, and from Portfolio Management, click an investment (for example, Projects).
  2. Open the project and click Chargebacks.
  3. Select Debit Rules from the drop-down list.
    The List Column view appears by default. From this view, you can do the following:
    • Debit Rules
      • Link to the properties page for the debit rule by clicking the Properties icon.
      • Link to the debit rule details list page by clicking the chargeback description.
      • View the Chargeback Description, Cost Type, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, and Status.
    • Debit Rule Details
      • Link to the debit rule detail properties page by clicking the GL Account.
      • View the GL Account and Department.
      • View a Time-Scaled Value displaying allocation percentage by period.
 
To view a list of standard, overhead, or credit rules:
 
Open Administration, and from Chargebacks, click Standard Rules, Overhead Rules, or Credit Rules. The List Column view appears by default. From this view, you can do the following:
  • Standard Rules
    • Link to the properties page for the standard rule by clicking the Properties icon.
    • Link to the standard rule details list page by clicking the chargeback description.
    • View the Chargeback Description, Entity, Cost Type, Charge Code, Transaction Class, Input Type Code, User Value 1, User Value 2, and Status.
  • Standard Rule Details
    • Link to the standard rule detail properties page by clicking the GL Account.
    • View the GL Account and Department.
    • View a Time-Scaled Value displaying allocation percentage by period.
  • Credit Rules
    • Link to the properties page for the credit rule by clicking the Properties icon.
    • Link to the credit rule details list page by clicking the credit rule description.
    • View the Credit Rule Description, Entity, Department, Location, Transaction Class, Resource Class, and Status.
  • Credit Rule Details
    • Link to the credit rule detail properties page by clicking the GL Account.
    • View the GL Account and Department.
    • View a Time-Scaled Value displaying allocation percentage by period.
  • Overhead Rule Details
    • Link to the overhead rule detail properties page by clicking the GL Account.
    • View the GL Account, Entity and Department.
    • View a Time-Scaled Value displaying allocation percentage by period.
GL Allocation and Resource Credit Filter Views
By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.
From this view, you can do the following:
  • Debit Rules
    • Filter by Chargeback Description, Cost Type, Charge Code, Transaction Class, Input Type Code, Status, User Value 1, and User Value 2. By default, Charge Code, Input Type Code, Status, User Value 1, and User Value 2 are set to All.
  • Standard Rules
    • Filter by Chargeback Description, Entity, Cost Type, Charge Code, Transaction Class, Input Type Code, Status, User Value 1, and User Value 2. By default, Charge Code, Input Type Code, Status, User Value 1, and User Value 2 are set to All.
  • Credit Rules
    • Filter by Credit Rule Description, Entity, Department, Location, Status, Transaction Class, and Resource Class. By default, Status is set to All.
  • Overhead Rules
    • Filter by GL Account and Department.
Investments
The following table shows all investment views that are modified in the PMO Accelerator:
 
Object Name
 
 
View
 
Application
Application Properties (Create and Edit)
 
Application List
 
Application Filter
Asset
Asset Properties (Create and Edit)
 
Asset List
 
Asset Filter
Idea
Idea Properties (Create and Edit)
 
Idea List
 
Idea Filter
Other Work
Other Work Properties (Create and Edit)
 
Other Work List
 
Other Work Filter
Product
Product Properties (Create and Edit)
 
Product List
 
Product Filter
Service
Service Properties (Create and Edit)
 
Services List
 
Services Filter
 
Service Subscriptions List (Departments)
 
Service Subscriptions Filter (Departments)
 
Service Subscriptions List (Add)
 
Service Subscriptions Filter (Add)
To apply the Investment List views, also apply the corresponding Investment Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.
You have the following configurations when you apply PMO Accelerator Investment views.
Investment Properties
To view main properties, open an investment. The Summary page appears by default. You can also access other properties pages by clicking the links from the content menu.
  •  
    Application Summary
    This page includes: Application Name, Application ID, Description, Manager, Category, Platform, Technology, Version, Status, Progress, Work Status, Stage, Start Date, and Finish Date.
  •  
    Asset Summary
    This page includes: Asset Name, Asset ID, Description, Manager, Category, Status, Progress, Work Status, Stage, Start Date, and Finish Date.
  •  
    Idea Summary
    This page includes: Subject, Idea ID, Idea Type, Idea Category, Idea Priority, Fast Track checkbox, Objective, Status, Progress, Work Status, Requestor, Sponsor, Manager, Start Date, and Finish Date.
    For information about how Fast Track affects the Idea Review process, see .
  •  
    Other Work Summary
    This page includes: Other Work Name, Other Work ID, Description, Manager, Category, Status, Progress, Stage, Start Date, and Finish Date.
  •  
    Product Summary
    This page includes: Product Name, Product ID, Description, Manager, Category, Version, Status, Progress, Work Status, Stage, Start Date, and Finish Date.
  •  
    Service Summary
    This page includes: Service Name, Service ID, Description, Manager, Status, Progress, Work Status, Stage, Start Date, and Finish Date.
  •  
    Description
    This page is only available for Ideas. The Description page includes: Description, Impact on Existing Initiatives, Dependencies, Risks, Benefit Description, and General Notes.
  •  
    Schedule & Performance
    This page is organized into the following sections and is not available for Ideas.
    •  
      Schedule
      This section includes: Start Date, Finish Date, Status Indicator, and Priority.
    •  
      Performance
      This section includes: Actuals, ETC, EAC, Number of Incidents, Incident Actual Effort, Incident Actual Cost, and Incident Currency. Information about incidents is not available for Services.
  •  
    Alignment & Risk
    This page is organized into the following sections:
    •  
      Alignment and Risk
      This section includes: Business Alignment, Risk, Goal, and Required check box.
    •  
      Alignment Factors
      This section includes: Corporate Priority, Business Unit Priority, Regulatory Compliance, Architectural Fit, Commercial Value, and Technology Compliance.
      For information about the Business Alignment that is installed with the PMO Accelerator, see  .
  •  
    Financial Summary
    This page is organized into the following sections:
    •  
      Financial Investment Rate Options
      This section includes: Use System Total Cost of Capital Rate check box, System Total Cost of Capital Rate, Override Total Cost of Capital Rate, Initial Investment, Use System Reinvestment Rate check box, System Reinvestment Rate, and Override Reinvestment Rate.
    •  
      Financial Plan Summary
      This section includes: Calculate Financial Metrics check box, Planned Cost, Planned Capital Cost, Planned Capital %, Planned Operating Cost, Planned Operating %, Planned Cost Start, Planned Cost Finish, Planned Benefit, Planned Benefit Start, Planned Benefit Finish, Planned NPV, Planned ROI, Planned Breakeven, Planned IRR, Planned MIRR, Planned Payback Period (Months), Currency, Budget equals Planned check box, Budgeted Cost, Budgeted Capital Cost, Budgeted Capital %, Budgeted Operating Cost, Budgeted Operating %, Budgeted Cost Start, Budgeted Cost Finish, Budgeted Benefit, Budgeted Benefit Start, Budgeted Benefit Finish, Budgeted NPV, Budgeted ROI, Budgeted Breakeven, Budgeted IRR, Budgeted MIRR, Budgeted Payback Period (Months).
  •  
    Settings
    This page contains all of the investment settings organized into the following sections. You can secure the Settings page and control which users are allowed to change investment settings
    •  
      General
      This section includes: Dashboard View and Active check box.
    •  
      Time and Staff
      This section includes: Track Mode, Open for Time Entry check box, and Default Resource OBS Unit.
    •  
      Financial
      This section includes: Billing Currency, Department, Location, Charge Code, Financial Status, Cost Type, WIP Class (except Ideas), Investment Class (except Ideas), and Set Planned Cost Dates check box.
    •  
      Labor, Material, Equipment, and Expense Transaction Matrix
      These sections include: Rate Source, Cost Source, and Exchange Rate Type. These sections are not available for Ideas.
Investment List Views
 
To view a list of investments:
 
Open Home, and from Portfolio Management, click an investment (for example, Projects). The List Column view appears by default. From this view, you can do the following:
  • Application
    • Link to the properties page for the application by clicking the application name.
    • View the Application, Manager, Stage, Category, Platform, Technology, Version, Start, Finish, and Planned Cost.
  • Asset
    • Link to the properties page for the asset by clicking the asset name.
    • View the Asset, Manager, Stage, Category, Start, Finish, and Planned Cost.
  • Idea
    • Link to the properties page for the idea by clicking the idea name.
    • View the Subject, Idea Type, Idea Category, Idea Priority, Start Date, Planned Cost, Planned Benefit, Planned NPV, Planned ROI, and Status.
  • Other Work
    • Link to the properties page for the other work name.
    • View the Other Work, Manager, Category, Start, Finish, and Planned Cost.
  • Product
    • Link to the properties page for a product by clicking the product name.
    • View the Product, Manager, Stage, Category, Version, Start, Finish, and Planned Cost.
  • Service
    • Link to the properties page for a service by clicking the service name.
    • Link to the hierarchy page for a service by clicking the Hierarchy icon.
    • Link to the subscriptions page for a service by clicking the Subscription icon.
    • View the Service, Manager, Stage, Start, Finish, and Planned Cost.
 Approved investments are highlighted in the list.
 
 
To view a list of service subscriptions:
 
  1. Open Home. and from Organization, click Departments.
  2. Select a department and click Subscriptions.
    The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the subscription by clicking the Properties icon.
    • Link to the properties page for the service by clicking the name of the service.
    • View the Service Subscription, ID, Description, Start Date, and Finish Date.
 
To view a list of services you can add as a department subscription
, click Add. The List Column view appears by default. From this view, you can do the following:
  • Link to the properties page for the service by clicking the name of the service.
  • View the Service, ID, Manager, Start Date, and Finish Date.
Investment Filter Views
By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.
From this view, you can do the following:
  • Applications
    • Filter by Application Name, Application ID, OBS Unit, OBS Unit - Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.
  • Assets
    • Filter by Asset Name, Asset ID, OBS Unit, OBS Unit - Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.
  • Ideas
    • Filter by Idea Subject, Idea ID, OBS Unit, OBS Unit - Filter Mode, Idea Type, Idea Category, Requestor, Planned ROI, Idea Priority, Status, and Active. By default, Idea Type, Idea Category, Idea Priority, and Status are set to All, and Active is set to Yes.
  • Other Work
    • Filter by Other Work Name, Other Work ID, OBS Unit, OBS Unit - Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.
  • Products
    • Filter by Product Name, Product ID, OBS Unit, OBS Unit - Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.
  • Services
    • Filter by Service Name, Service ID, OBS Unit, OBS Unit - Filter Mode, Manager, Stage, Approved Status, and Active. By default, Approved Status is set to All, and Active is set to Yes.
 
To filter a list of service subscriptions:
 
  1. Open Home, and from Organization, click Departments.
  2. Select a department and click Subscriptions.
    The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
  3. Filter by Service Name, Service ID, OBS Unit, OBS Unit - Filter Mode, Manager, Start Date, and Finish Date.
To view a list of services you can add as a department subscription, click Add. From this view, you can filter by Service Name, Service ID, OBS Unit, OBS Unit - Filter Mode, Manager, Start Date, and Finish Date.
Issue
The following table shows all issue views that are modified in the PMO Accelerator.
 
Object Name
 
 
View
 
Issue
Issue Properties (Create and Edit)
 
Issue List
 
Issue Filter
 
Associated Issues List
To apply the Issue List view, also apply the Issue Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.
You have the following configurations when you apply PMO Accelerator Issue views.
Issue Properties
To view issue properties, open an issue of a project. The General page appears by default.
  •  
    General
    This page contains general information about issues and is organized into the General section.
    •  
      General
      This section includes: Issue Name, Issue ID, Description, Category, Priority, Originating Risk or Change Request (displays if issue is created from a risk or change request), Resolution, Include in Status Reporting, Status, Owner, Document, Impact Date, Target Resolution Date, Resolution Date (displays if status is resolved), Resolved By (displays if status is resolved), Last Updated Date, Last Updated By, Created Date, and Created By.
Issue List Views
 
To view a list of issues:
 
  1. Open Home, and from Portfolio Management, click an investment (for example, Projects).
  2. Open a project.
    The Properties page appears.
  3. Click the Risks/Issues/Changes tab.
  4. Select Issues from the drop-down list.
    The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the issue by clicking the issue name.
    • View the Issue, Category, Priority, Status, Owner, Target Resolution Date, and Last Updated Date.
 
To view a list of issues that are associated to a task:
 
  1. Open Home, and from Portfolio Management, click an investment (for example, Projects).
  2. Open the project and click Tasks.
  3. Open a task.
  4. Click Associated Risks/Issues.
  5. Select Issues from the drop-down list
    The List Column view appears by default. From this view, you can view the Issue, Issue ID, Category, Priority, Status, Owner, Target Resolution Date, and Last Updated Date.
Issue Filter Views
By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options. From this view, you can filter by Issue Name, Issue ID, Category, Priority, Status, and Owner. By default, Category, Priority, and Status are set to All.
Project
The following table shows all project and program views that are modified in the PMO Accelerator.
 
Object Name
 
 
View
 
Project
Project Properties (Create and Edit)
 
Project List
 
Project Filter
 
Program Properties (Create and Edit)
 
Program List
 
Program Filter
 
My Projects
 
Subproject Selection List
 
Subproject Selection Filter
 
Project Templates Filter
 
Project Release Filter
 
Project Requirement Filter
To apply the Project List view, also apply the corresponding Project Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.
You have the following configurations when you apply PMO Accelerator Project views.
Project Properties
To view main properties, open a project or program. The Summary page appears by default. You can also access other properties pages by clicking the links from the content menu.
  •  
    Project Summary
    This page is organized into the following sections:
    •  
      Project Summary
      This section includes: Project Name, Project ID, Project Type, Project Category, Objective, Status, Progress, Work Status, Status Reporting, Stage, Start Date, and Finish Date.
    •  
      Stakeholders
      This section includes: Project Manager, Sponsor, Project Management Office, and Finance and Governance.
  •  
    Program Summary
    This page is organized into the following sections:
    •  
      Program Summary
      This section includes: Program Name, Program ID, Objective, Status, Progress, Work Status, Status Reporting, Stage, Start Date, and Finish Date.
    •  
      Stakeholders
      This section includes: Program Manager, Sponsor, Project Management Office, and Finance and Governance.
  •  
    Schedule & Performance
    This page is organized into the following sections:
    •  
      Schedule
      (Projects) This section includes: Start Date, Finish Date, As Of Date, % Complete, Baseline Start, Baseline Finish, Status Indicator, and Priority.
      (Programs) This section includes: Start Date, Finish Date, As Of Date, % Complete, Status Indicator, and Priority.
    •  
      Performance Effort
      This section includes: BAC, Actuals, ETC, EAC, Projected Effort Variance, Projected Effort Variance %, and % Expended.
      Projected Effort Variance and Projected Effort Variance % are installed with the PMO Accelerator:
      •  
        Projected Effort Variance
        Displays the variance between EAC effort and baseline effort.
        Formula:
         (EAC Effort - BAC Effort)
      •  
        Projected Effort Variance %
        Displays a stoplight indicating the projected effort variance as a percentage of BAC effort.
        Formula:
         ( (EAC Effort - BAC Effort) / BAC Effort) * 100
        Stoplights:
        Green. The EAC effort is less than or equal to the baseline.
        Yellow. The EAC effort is between one and ten percent over the baseline.
        Red. The EAC effort is more than ten percent over the baseline.
        White. No baseline data exists.
    •  
      Performance Cost
      This section includes: Planned Value (BCWS), Earned Value (BCWP), Actual Cost (ACWP), BAC Cost, ETC Cost, EAC Cost, Projected Cost Variance, Projected Cost Variance %, Cost Variance (CV), Schedule Variance (SV), Cost Variance %, Schedule Variance %, Cost Performance Index (CPI), and Schedule Performance Index (SPI).
      Projected Cost Variance, Projected Cost Variance %, Cost Variance %, and Schedule Variance % are installed with the PMO Accelerator.
      •  
        Projected Cost Variance
        Displays the variance between the estimated plus actual cost and the baseline cost.
        Formula:
         ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost)
      •  
        Projected Cost Variance %
        Displays a stoplight indicating the projected cost variance as a percentage of BAC cost.
        Formula:
         ( ( (ETC Cost + Actual Cost (ACWP)) - BAC Cost) / BAC Cost) * 100
        Stoplights:
        Green. The EAC cost is less than or equal to the baseline.
        Yellow. The EAC cost is between one and ten percent over baseline.
        Red. The EAC cost is more than ten percent over baseline.
        White. No baseline data exists.
      •  
        Cost Variance %
        Displays cost variance as a percentage. The variance is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP).
        Formula:
         ((BCWP - ACWP) / BCWP) * 100
      •  
        Schedule Variance %
        Displays schedule variance as a percentage. The variance is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS).
        Formula:
         ((BCWP - BCWS) / BCWS) *100
  •  
    Business Alignment
    This page is organized into the following sections:
    •  
      Business Alignment
      This section includes: Business Alignment, Goal, and Required check box.
    •  
      Alignment Factors
      This section includes: Corporate Priority, Business Unit Priority, Regulatory Compliance, Architectural Fit, Commercial Value, and Technology Compliance.
      For information about the Business Alignment that is installed with the PMO Accelerator, see .
    •  
      Portfolio Categorization
      This section includes: Portfolio Category 1, Portfolio Category 2, Portfolio Category 3, and Portfolio Category 4.
      For information about the Portfolio Categorization lookup fields that are installed with the PMO Accelerator, see PMO Business Alignment, Portfolio Categories, and Status Reports .
  •  
    Risk Rating
    This page is organized into the following sections:
    •  
      Risk Rating
      This section includes: Risk
    •  
      Risk Factors
      This section includes: Objectives, Sponsorship, Funding, Resource Availability, Interdependencies, Technical, Human Interface, Organizational Culture, Supportability, Implementation, and Flexibility.
  •  
    Financial Summary
    This page is organized into the following sections:
    •  
      Financial Investment Rate Options
      This section includes: Use System Total Cost of Capital Rate check box, System Total Cost of Capital Rate, Override Total Cost of Capital Rate, Initial Investment, Use System Reinvestment Rate check box, System Reinvestment Rate, and Override Reinvestment Rate.
    •  
      Financial Plan Summary
      This section includes: Calculate Financial Metrics check box, Planned Cost, Planned Cost Start, Planned Capital Cost, Planned Capital %, Planned Operating Cost, Planned Operating %, Planned Cost Start, Planned Cost Finish, Planned Benefit, Planned Benefit Start, Planned Benefit Finish, Planned NPV, Planned ROI, Planned Breakeven, Planned IRR, Planned MIRR, Planned Payback Period (Months), Currency, Budget equals Planned check box, Budgeted Cost, Budgeted Capital Cost, Budgeted Capital %, Budgeted Operating Cost, Budgeted Operating %, Budgeted Cost Start, Budgeted Cost Finish, Budgeted Benefit, Budgeted Benefit Start, Budgeted Benefit Finish, Budgeted NPV, Budgeted ROI, Budgeted Breakeven, Budgeted IRR, Budgeted MIRR, Budgeted Payback Period (Months).
  •  
    Status Reports
    This page contains a list of status reports created for a project or program. The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the status report by clicking the Overall Status icon or the name of the status report.
    • View the Overall Status, Status Report Name, Schedule Status, Scope Status, and Cost and Effort Status.
    By default, the List Filter view appears on the same page as the List Column view in a collapsed state where only the filter field appears. You can expand the filter by clicking the Plus icon and see more filter options. From this view, you can do the following:
  •  
    Settings
    This page contains all the project or program settings and is organized into the following sections: General, Time and Staff, Earned Value, Financial, Labor Transaction Matrix, Material Transaction Matrix, Equipment Transaction Matrix, and Expense Transaction Matrix.
    •  
      General
      This section includes: Dashboard View, Methodology, Scheduler, % Complete Calculation, Program check box, Template check box, and Active check box.
    •  
      Time and Staff
      This section includes: Assignment Pool, Track Mode, Open for Time Entry check box, Prevent Unassigned Timesheet Tasks check box, Default Resource OBS Unit, and Requisition Approval Required check box.
    •  
      Earned Value
      This section includes: EV Calculation Method, Earned Value (BCWP) Override, Earned Value Reporting Period, and Earned Value Last Updated.
    •  
      Financial
      This section includes: Company Name, Affiliated Project, Billing Currency, Department, Location, Charge Code, Financial Status, Cost Type, Type, WIP Class, Investment Class, and Set Planned Cost Dates check box.
    •  
      Labor, Material, Equipment, Expense Transaction Matrix
      These sections include: Rate Source, Cost Source, and Exchange Rate Type.
 You can secure the Settings page and control which users are allowed to change project or program settings.
Project List Views
 
To view a list of projects or programs:
 
Open Home, and from Portfolio Management, click Projects or Programs. The List Column view appears by default. From this view, you can do the following:
  • Project
    • Link to the Dashboard tab for the project by clicking the Dashboard icon.
    • Link to the properties page for the project by clicking the project name.
    • Link to the Status Reports page for the project by clicking the Status Report icon.
    • Link to the Gantt view for the project by clicking the Gantt icon.
    • Link to the Collaboration tab for the project by clicking the Document Manager icon.
    • View the Project, Manager, Stage, Start, and Finish.
    • View a Gantt chart displaying the schedule status of the project for a six-month period, starting with the current month.
  • Program
    • Link to the Dashboard tab for the program by clicking the Dashboard icon.
    • Link to the properties page for the program by clicking the program name.
    • Link to the Subprojects page for the program by clicking the Subprojects icon.
    • Link to the Status Reports page for the program by clicking the Status Report icon.
    • Link to the Gantt view for the program by clicking the Gantt icon.
    • Link to the Collaboration tab for the program by clicking the Document Manager icon.
    • View the Program, Manager, Stage, Start, and Finish.
    • View a Gantt chart displaying the schedule status of the program for a six-month period, starting with the current month.
 
 Approved projects or programs are highlighted in the list.
 
 
To view a list of projects or programs that you have added to My Projects:
 
  1. Open Home, and from Personal, click General.
  2. The Overview page appears by default, displaying the My Projects portal. From this view, you can do the following:
  3. Link to the Dashboard tab for the project or program by clicking the Dashboard icon.
    • Link to the properties page for the project or program by clicking the project or program name.
    • Link to the Status Reports page for the project or program by clicking the Status Report icon.
    • Link to the Team tab for the project or program by clicking the Resources icon.
    • Link to the Gantt view for the project or program by clicking the Gantt icon.
    • Link to the Collaboration tab for the project or program by clicking the Document Manager icon.
    • View the Project and Stage.
 
To view a list of investments that you can add as subprojects:
 
  1. Open Home and from Portfolio Management, click Projects or Programs.
  2. Open a project or program.
  3. Click the Properties menu and select Subprojects.
  4. Click Add.
    The List Column view appears by default. From this view, you can do the following:
  5. View the Investment, ID, Type, Manager, Status, Start, and Finish.
Project Filter Views
By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.
From this view, you can do the following:
  • Projects
    • Filter by Project Name, Project ID, OBS Unit, OBS Unit - Filter Mode, Project Type, Project Category, Manager, Stage, Scheduler, Approved Status, Template, and Active. By default, Project Type, Project Category, Scheduler, and Approved Status are set to All, Template is set to No, and Active is set to Yes.
  • Programs
    • Filter by Program Name, Program ID, OBS Unit, OBS Unit - Filter Mode, Manager, Stage, Approved Status, and Active. By default, Approved Status is set to All, and Active is set to Yes.
 
To filter a list of investments that you can add as subprojects:
 
  1. Open Home, and from Portfolio Management, click Projects or Programs.
  2. Open a project or program. 
  3. Click the Properties menu and select Subprojects .
  4. Click Add.
    The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
    • Filter by the Investment Name, Investment ID, OBS Unit, OBS Unit - Filter Mode, Investment Type, Manager, Approved Status, Template, and Active. By default, Investment Type and Approved Status are set to All, Template is set to No, and Active is set to Yes.
 
To filter a list of projects that you use as a template:
 
  1. Open Home, and from Portfolio Management, click Projects.
  2. Click New from Template.
    The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
    • Filter by Project Name, Project ID, OBS Unit, OBS Unit - Filter Mode, Manager, Template, and Active. By default, Template and Active are set to Yes.
 
To filter a list of projects or programs that you can associate to a release:
 
  1. Open Home, and from Requirements Planning, click Releases.
  2. Open a release and click Link.
  3. In the Select Link Option, click Choose Existing.
    The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
    • Filter by Project Name, Project ID, OBS Unit, OBS Unit - Filter Mode, Manager, Approved Status, Template, and Active. By default, Approved Status is set to All, Template is set to No, and Active is set to Yes.
 
To filter a list of projects from which you can associate a task or requirement:
 
  1. Open Home, and from Requirements Planning, click Requirements.
  2. Open a requirement and click Link.
  3. In the Select Link Option, click Choose Existing.
    The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
    • Filter by Project Name, Project ID, OBS Unit, OBS Unit - Filter Mode, Manager, Approved Status, Template, and Active. By default, Approved Status is set to All, Template is set to No, and Active is set to Yes.
Resource
The following table shows all resource views that are modified in the PMO Accelerator.
 
Object Name
 
 
View
 
Resource
Resource Labor Properties (Create and Edit)
 
Resource Equipment Properties (Create and Edit)
 
Resource Material Properties (Create and Edit)
 
Resource Expense Properties (Create and Edit)
 
Role Labor Properties (Create and Edit)
 
Role Equipment Properties (Create and Edit)
 
Role Material Properties (Create and Edit)
 
Role Expense Properties (Create and Edit)
 
Resource List
 
Resource Filter
 
Select Resources List
 
Resource Selection List
 
Resource Finder List
 
Department Resources List
 
Select Resources Filter
 
Resource Selection Filter
 
Resource Finder Filter
 
Department Resources Filter
To apply the Resource List view, also apply the corresponding Resource Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.
You have the following configurations when you apply PMO Accelerator Resource views.
Resource Properties
To view main properties, open a resource or role. The General page appears by default. You can also access other properties pages by clicking the links from the content menu.
  •  
    General
    This page contains general information about resources or roles and is organized into the following sections: General and Resource Management, in the case of resources.
    •  
      Role Labor
      This page includes: Name, Role ID, Parent Role, Category, Availability, Active check box, and Booking Manager.
    •  
      Role Equipment and Material
      This page includes: Name, Role ID, Parent Role, Category, Availability, and Active check box.
    •  
      Role Expense
      This page includes: Name, Role ID, Parent Role, Category, and Active check box.
    •  
      Resource Labor
      This page includes: Last Name, First Name, Resource ID, and Email Address.
      The Resource Management section includes: Primary Role, Category, Date of Hire, Date of Termination, Availability, Resource Manager, Booking Manager, Employment Type, and External check box.
    •  
      Resource Equipment and Material
      This page includes: Resource Name, and Resource ID.
      The Resource Management section includes: Primary Role, Category, Date of Hire, Date of Termination, Availability, Resource Manager, Booking Manager, and External check box.
    •  
      Resource Expense
      This page includes: Resource Name, and Resource ID.
      The Resource Management section includes: Primary Role, Category, Date of Hire, Date of Termination, Booking Manager, and External check box.
  •  
    Settings
    This page contains resource settings and is organized into the following sections. This page is only available for Resources.
    •  
      General
      This section includes: Include in Datamart check box, and Active check box.
    •  
      Time Tracking
      This section includes: Track Mode, Input Type Code, and Open for Time Entry check box.
 You can secure the Settings page and control which users are allowed to change resource settings.
Resource List Views
 
To view a list of resources or roles:
 
Open Home, and from Resource Management, click Resources. The List Column view appears by default. From this view, you can do the following:
  • Link to the properties page for the resource or role by clicking the name of the resource or role.
  • Link to the Allocation tab for the resource or role by clicking the Resource Allocation icon.
  • View the Resource/Role, Resource/Role ID, Primary Role, Resource Manager, Employment Type, and Resource Type.
 
To view a list of resources that you can add to the investment team:
 
  1. Open Home, and from Portfolio Management, click Projects.
  2. Open a project and click Team.
  3. Click Add.
    The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the resource or role by clicking the name of the resource or role.
    • Link to the Allocation tab for the resource or role by clicking the Resource Allocation icon.
    • View the Resource/Role, Resource/Role ID, Primary Role, Resource Manager, Employment Type, and Resource Type.
 
To view a list of resources that you can assign to tasks:
 
  1. Open Home, and from Portfolio Management, click an investment (for example, Projects).
  2. Open a project and click Tasks.
  3. Select a task and click Assign.
  4. The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the resource or role by clicking the name of the resource or role.
    • Link to the Allocation tab for the resource or role by clicking the Resource Allocation icon.
    • View the Resource/Role, Resource/Role ID, Primary Role, Employment Type, Team Member, Project Role, Start, and Finish.
 
To find a list of resources with a specific skill set or availability:
 
  1. Open Home, and from Resource Management, click Resource Finder.
  2. The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the resource by clicking the name of the resource.
    • Link to the Allocation tab for the resource by clicking the Resource Allocation icon.
    • View the Resource, Resource ID, Primary Role, Employment Type, Availability Match, Skill Match, and Total Match.
 
To view a list of resources that you can associate to a department:
 
  1. Open Home, and from Organization, click Departments.
  2. Open a department.
  3. Click Resources.
  4. The Department Resources List Column view appears by default below the department Resource Aggregation portlet. From this view, you can do the following:
    • Link to the properties page for the resource by clicking the name of the resource.
    • View the Resource, Resource ID, Primary Role, Resource Manager, Employment Type, Resource Type, Date of Hire, and Email Address.
Resource Filter Views
By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.
From this view, you can do the following:
  • Filter by Resource/Role Name, Resource/Role ID, OBS Unit, OBS Unit - Filter Mode, Primary Role, Filter Mode, Is Role, Resource Manager, Employment Type, Resource Type, Category, and Active. By default, Is Role, Employment Type, and Resource Type are set to All, and Active is set to Yes.
 
To filter a list of resources added to the investment team:
 
  1. Open an investment such as a project.
  2. Click Team.
  3. Click Add.
    The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
    • Filter by Resource/Role Name, Resource/Role ID, OBS Unit, OBS Unit - Filter Mode, Primary Role, Filter Mode, Resource Manager, Employment Type, Resource Type, Category, and Is Role. By default, Employment Type, Resource Type, and Is Role are set to All.
 
To filter a list of resources that are assigned to tasks:
 
  1. Open an investment such as a project.
  2. Click Tasks.
  3. Select a task.
  4. Click Assign.
    The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
    • Filter by Resource/Role Name, Resource/Role ID, OBS Unit, OBS Unit - Filter Mode, Primary Role, Filter Mode, Resource Manager, Employment Type, Resource Type, Category, Is Role, and Is Team Member. By default, Employment Type, Resource Type, Is Role, and Is Team Member are set to All.
 
To find a list of resources with a specific skill set or availability:
 
  1. Open Home.
  2. From the menu, click Resource Finder.
    The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
    • Filter by Resource Name, Resource ID, OBS Unit, OBS Unit - Filter Mode, Role, Filter Mode, Employment Type, Availability, Availability Threshold (%), Include Soft-booked Resources check box, Skills, and Skills Threshold (%). By default, Employment Type is set to All.
 
To filter a list of resources that are associated to a department:
 
  1. Open Home, and from Organization, click Departments.
  2. Open a department.
    Click Resources.
  3. The Department Resources List Column view appears by default below the department Resource Aggregation portlet. By default, the List Filter view appears on the Department Resources List Column view in a collapsed state where only the filter field appears. You can expand the filter by clicking the Plus icon and see more filter options.
    From this view, you can do the following:
    • Filter by Resource Name, Resource ID, Primary Role, Filter Mode, Show Resources in Sub-departments check box, Resource Manager, Employment Type, Resource Type, and Active. By default, Employment Type and Resource Type are set to All, and Active is set to Yes.
Risk
The following table shows all risk views that are modified in the PMO Accelerator.
 
Object Name
 
 
View
 
Risk
Risk Properties (Create and Edit)
 
Risk List
 
Risk Filter
 
Associated Risks List
To apply the Risk List view, also apply the Risk Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.
You have the following configurations when you apply PMO Accelerator Risk views.
Risk Properties
To view risk properties, open a risk of a project. The General page appears by default. You can also access other properties pages by clicking the links from the content menu.
  •  
    General
    This page contains general information about risks and is organized into the following sections: General and Details.
    •  
      General
      This section includes: Risk Name, Risk ID, Description, Category, Priority, Probability, Impact, Is Above Threshold check box, Response Type, Include in Status Reporting, Originating Issue or Change Request (displays if risk is created from an issue or change request), Status, Owner, Risk Symptoms, Impact Description, and Impact Date.
    •  
      Details
      This section includes: Document, Assumptions, Associated Risks, Associated Issues, Target Resolution Date, Resolution, Resolution Date (displays if status is resolved), Resolved By (displays if status is resolved), Last Updated Date, Last Updated By, Created Date, and Created By.
  •  
    Response Strategy
    This page contains response strategy information and is organized into the following section: Add a Response Strategy.
    •  
      Add a Response Strategy
      This section includes: Response Strategy, Assigned To, and Resolve By.
Risk List Views
 
To view a list of risks:
 
  1. Open a project.
  2. Click Risks/Issues/Changes.
    The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the risk by clicking the risk name.
    • View the Risk, Category, Priority, Probability, Impact, Calculated Risk, Is Above Threshold, Status, Owner, Target Resolution Date, and Last Updated Date.
 
To view a list of risks that are associated to a task:
 
  1. Open a project.
  2. Click Tasks.
  3. Open a task.
  4. Click Associated Risks/Issues.
    The List Column view appears by default. From this view, you can do the following:
    • View the Risk, Risk ID, Category, Priority, Probability, Impact, Calculated Risk, Above Threshold, Status, Owner, Target Resolution Date, and Last Updated Date.
Risk Filter Views
By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.
From this view, you can do the following:
  • Filter by Risk Name, Risk ID, Category, Priority, Status, Owner, Probability, Impact, and Above Threshold. By default, Category, Priority, Status, Probability, Impact, and Above Threshold are set to All.
Task
The following table shows all task views that are modified in the PMO Accelerator.
 
Object Name
 
 
View
 
Task
Task Properties (Create and Edit)
 
Task List
 
Task Filter
 
Association Task List
 
Gantt List
 
Project Requirement Task List
 
Select Task List
 
Association Task Filter
 
Gantt Filter
To apply the Task List view, also apply the Task Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.
You have the following configurations when you apply PMO Accelerator Task views.
Task Properties
To view task properties, open a task of a project. The General page appears by default. You can also access other properties pages by clicking the links from the content menu.
  •  
    General
    This page contains general information about tasks and is organized into the following sections: General and Assignments.
    •  
      General
      This section includes: Name, ID, Start, Finish, Key Task check box, Milestone check box, Fixed Duration check box, Status, % Complete, Baseline Start, Baseline Finish, Priority, and Excluded from Auto scheduling check box.
    •  
      Assignments
      This section is described previously in Assignment List Views.
  •  
    Constraints
    This page includes: Must Start On, Start No Earlier Than, Start No Later Than, Must Finish On, Finish No Earlier Than, and Finish No Later Than.
  •  
    Performance
    This page contains performance information and is organized into the following sections: Performance Effort and Performance Cost.
    •  
      Performance Effort
      This section includes: BAC, Actuals, ETC, EAC, and % Expended.
    •  
      Performance Cost
      This section includes: Planned Value (BCWS), Earned Value (BCWP), Actual Cost (ACWP), BAC Cost, ETC Cost, EAC Cost, Cost Variance (CV), Schedule Variance (SV), Cost Variance %, Schedule Variance %, Cost Performance Index (CPI), and Schedule Performance Index (SPI).
      Cost Variance % and Schedule Variance % are installed with the PMO Accelerator:
      •  
        Cost Variance %
        Displays cost variance as a percentage. The variance is calculated as the percentage of cost variance over the amount of the budgeted cost of work performed (BCWP).
        Formula:
         ((BCWP - ACWP) / BCWP) * 100
      •  
        Schedule Variance %
        Displays schedule variance as a percentage. The variance is calculated as the percentage of schedule variance over the amount of the budgeted cost of work scheduled (BCWS).
        Formula:
         ((BCWP - BCWS) / BCWS) *100
      •  
        Settings
        This page includes: Open for Time Entry check box, Charge Code, and Cost Type.
 You can secure the Settings page and control which users are allowed to change task settings.
Task List Views
 
To view a list of tasks:
 
  1. Open a project.
  2. Click Tasks.
  3. The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the task by clicking the name of the task.
    • View the Task, Task ID, Start, Finish, Baseline Finish, Is Late, Status, % Complete, Critical check box, and Open for Time Entry check box.
 
To view a project work breakdown structure:
 
 This Gantt view is divided into a work breakdown structure (WBS) on the left and a Gantt chart on the right.
  1. Open a project.
  2. Click Tasks.
  3. Select Gantt from the drop-down list.
    The List Column view appears collapsed by default. You can expand this view by clicking the Expand View icon and see all columns. From this view, you can do the following:
    • Link to the properties page for the task by clicking the name of the task.
    • View the Task, Assigned Resources, Start, Finish, Duration, Status, % Complete, Actuals, ETC, EAC, Actual Cost (ACWP), ETC Cost, and EAC Cost.
 
To view a list of tasks associated to a risk, issue, or change request:
 
  1. Open a project.
  2. Click Risks/Issues/Changes.
  3. Open a risk or issue.
  4. Click Associated Tasks.
    The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the task by clicking the name of the task.
    • View the Task, ID, Start, Finish, Status, and % Complete.
 
To view a list of tasks that can be associated to a risk, issue, or change request:
 
  1. Open a project.
  2. Click Risks/Issues/Changes.
  3. Open a risk or issue.
  4. Click Associated Tasks.
  5. Click Add Existing Tasks.
    The List Column view appears by default. From this view, you can do the following:
    • View the Task, ID, Start, and Finish.
 
To view a list of projects from which you can associate a task to a requirement:
 
  1. Open a requirement.
  2. Click Link.
  3. In the Select Link Option, click Choose Existing.
  4. Select a project.
    The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
    • Link to the properties page for the task by clicking the name of the task.
    • View the Task, ID, Start, and Finish.
Task Filter Views
By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.
From this view, you can do the following:
  • Filter by Task Name, Task ID, Key Task, Tasks Only, Start, Finish, Status, Is Late, Critical, Milestone, and Open for Time Entry. By default, Key Task is set to “Yes”, and Tasks Only, Status, Is Late, Critical, Milestone, and Open for Time Entry are set to All.
 
To filter tasks on the project work breakdown structure (WBS):
 
  1. Open a project.
  2. Click Tasks.
  3. Select Gantt from the drop-down list.
    The List Filter view appears by default on the same page as the List Column view in a collapsed state. In this state, only the filter field appears. You can expand this filter by clicking the Plus icon and see more filter options. From this view, you can do the following:
    • Filter by Task Name, Task ID, Assigned To Resources, Start, Finish, List View check box, Include, Status, Is Late, Critical, Milestone, and Exclude Projects check box. By default, Include, Status, Is Late, Critical, and Milestone are set to All.
 
To filter a list of tasks associated to a risk, issue, or change request:
 
  1. Open a project.
  2. Click Risks/Issues/Changes.
  3. Open a risk or issue.
  4. Click Associated Tasks.
    The List Filter view appears by default on the same page as the List Column view in a collapsed state. In this state, only the filter field appears. You can expand this filter by clicking the Plus icon and see more filter options. From this view, you can do the following:
    • Filter by Tasks Only, Key Task, Status, and Milestone. By default, they are all set to All.
Team
The following table shows all team views that are modified in the PMO Accelerator.
 
Object Name
 
 
View
 
Team
Staff Member Properties (Edit)
 
Project Team Staff List
 
Project Team Detail List
 
Team Staff List (Investments)
 
Team Detail List (Investments)
 
Resource Allocations List
 
Resource Allocations Detail List
 
Team Selection List
 
Project Team Filter
 
Team Filter
 
Resource Allocations Filter
 
Resource Selection Filter
To apply the Team List view, also apply the corresponding Team Properties and Filter views. You can review these dependencies between views on the add-in details page in Studio.
You have the following configurations when you apply PMO Accelerator Team views.
Team Properties
 
To view team member properties:
 
  1. Open a project.
  2. Click Team.
  3. Click the Properties icon of a team member.
    The Properties page appears by default.
    •  
      General
      This page contains general information about team members and is organized into the following sections: General and Resource Search.
      •  
        General
        This section includes: Requirement Name, Start Date, Finish Date, Default Allocation %, Booking Status, Request Status, Resource/Role, Investment Start Date, Investment Finish Date, Investment Role, Staff OBS Unit, and Open for Time Entry check box.
      •  
        Resource Search
        This section includes: Resource Employment Type.
 The Planned Allocation and Hard Allocation sections are not modified in the PMO Accelerator.
Team List Views
 
To view a list of team members:
 
  1. Open a project.
  2. Click Team.
  3. Select Staff or Detail from the drop-down list.
    The Team Staff List Column view appears by default. From this view, you can do the following:
    •  
      Staff
       
    • Link to the properties page for the team member by clicking the Properties icon.
    • Link to the Find Resources page by clicking the Resource Finder icon.
    • Link to the properties page for the resource or role by clicking the name of the resource or role.
    • Link to the allocation page for the resource or role by clicking the Resource Allocation icon.
    • For projects and programs, view the Resource/Role, Project Role, Staff OBS Unit, Booking Status, Open for Time check box, Start, Finish, Average Allocation %, Allocation, Actuals, and ETC.
    • For other investments, view Resource/Role, Investment Role, Staff OBS Unit, Booking Status, Open for Time check box, Start, Finish, Average Allocation %, Allocation, Actuals, Incident Actuals, and Total Actuals.
    •  
      Detail
       
    • Link to the properties page for the team member by clicking the Properties icon.
    • Link to the Find Resources page by clicking the Resource Finder icon.
    • Link to the properties page for the resource or role by clicking the name of the resource or role.
    • Link to the allocation page for the resource or role by clicking the Resource Allocation icon.
    • For project and program, view Resource/Role, Project Role, Booking Status, Start, Finish, Allocation, Actuals, and ETC.
    • For other investments, view Resource/Role, Investment Role, Booking Status, Start, Finish, Allocation, and Actuals.
    • View a Time-Scaled Value showing Allocation by Period, displaying a six-month period, starting with the current month.
 
To view a list of allocations for resources or roles:
 
  1. Open Home, and from Resource Management, click Resources.
  2. Open a resource and click Allocations.
  3. Select Summary or Detail from the drop-down list.
    The Summary List Column view appears by default. From this view, you can do the following:
    •  
      Summary
       
    • Link to the properties page for the team member by clicking the Properties icon.
    • Link to the Find Resources page by clicking the Resource Finder icon.
    • Link to the properties page for the investment by clicking the name of the investment.
    • View the Investment, Investment Manager, Investment Role, Booking Status, Open for Time, Allocation Start, Allocation Finish, Average Allocation %, Allocation, Actuals, and ETC.
    •  
      Detail
       
    • Link to the properties page for the team member by clicking the Properties icon.
    • Link to the Find Resources page by clicking the Resource Finder icon.
    • Link to the properties page for the investment by clicking the name of the investment.
    • View the Investment, Investment Role, Booking Status, Allocation Start, Allocation Finish, Allocation, Actuals, and ETC.
    • View a Time-Scaled Value showing Allocation by Period, displaying a six-month period, starting with the current month.
 
To view a list of team members that you can assign to tasks:
 
  1. Open Home, and from Portfolio Management, click an investment (for example, Projects).
  2. Open a project and click Tasks.
  3. Select a task.
  4. Click Assign and then click Team.
     The Assignment Pool option must be set to Resource Pool.
    The List Column view appears by default. From this view, you can do the following:
    • Link to the properties page for the resource or role by clicking the name or ID of the resource or role.
    • View the Resource/Role, Resource/Role ID, Project Role, Staff OBS Unit, Booking Status, Start, Finish, Average Allocation %, and Allocation.
Team Filter Views
By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.
From this view, you can do the following:
  • For projects and programs, filter by Requirement Name, Resource/Role Name, Resource/Role ID, Resource OBS, Resource OBS - Filter Mode, Project Role, Resource Type, Booking Status, Unstaffed, Open for Time, and Resource Active. By default, Resource Type is set to Labor, Booking Status, Unstaffed, and Open for Time are set to All, and Resource Active is set to Yes.
  • For other investments, filter by Requirement Name, Resource/Role Name, Resource/Role ID, Resource OBS, Resource OBS - Filter Mode, Investment Role, Resource Type, Booking Status, Unstaffed, Open for Time, and Resource Active. By default, Resource Type is set to Labor, Booking Status, Unstaffed, and Open for Time are set to All, and Resource Active is set to Yes.
 
To filter a list of allocations for a resource or role:
 
  1. Open Home, and from Resource Management, click Resources.
  2. Open a resource and click Allocations.
  3. Select Summary or Detail from the drop-down list.
    The List Filter view appears by default on the same page as the List Column view in a collapsed state. In this state, only the filter field appears. You can expand the filter by clicking the Plus icon and see more filter options. From this view, you can do the following:
    • Filter by Investment Name, Investment ID, Investment OBS, Investment OBS - Filter Mode, Investment Role, Approved, Investment Manager, Investment Active, Booking Status, and Open for Time. By default, Approved, Booking Status, and Open for Time are set to All, and Investment Active is set to Yes.
 
To filter a list of team members that you can assign to tasks:
 
  1. Open Home, and from Portfolio Management, click an investment (for example, Projects).
  2. Open a project and click Tasks.
  3. Select a task.
  4. Click Assign and then Team.
     The Assignment Pool option must be set to Resource Pool.
    The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
    • Filter by Resource/Role Name, Resource/Role ID, Resource OBS, Resource OBS - Filter Mode, Project Role, Resource Type, Booking Status, and Zero Allocation. By default, Resource Type is set to Labor, Booking Status is set to All, and Zero Allocation is set to No.