Clarity - 15.8.1 (On-Premise and SaaS)

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View User Counts by License Type

ccppmop1581
Classic PPM
  assigns a license type to each named user to represent their consumption of product features and functionality. Access rights determine the license type that is assigned to each user. As an administrator, you do not assign license types to users. Instead, you assign access rights to each named user and those rights determine which license is applied to that user.
As an administrator, you have great control over the rights that you can assign to users at the instance, group, OBS, or global levels. The application can also automatically assign a right to a user based on the actions that you allow them to perform. For example, if you give a user the right to
create
 a project, they will likely expect the right to
view
 it later. See
Clarity
 Access Rights Reference
 in the English edition of the documentation.
You can use the License Information page to view license information including the license types and the number of users who are assigned to each license. You can also view the Telemetry data that is generated by
Classic PPM
.
The application associates a user with only one license type. As an administrator, you can adjust user access rights to change the total counts for each license type.
License Types
The application examines user access rights to classify each named user into one of the following license types:
  • Full:
     Full use of the functionality and any licensed options. These users typically configure the application and can create object instances such as projects. They can manage portfolios, projects, and resources.
  • Restricted:
     Functionality is limited. These users typically enter time, update tasks, and view information.
  • View Only:
     Potentially unlimited viewing of information; however, typically viewing is limited.
  • Other:
    The Other license type is used to associate users to other licensing that is not specific to the product.
If users have access rights that map to multiple license types, the highest license type prevails. For example, a user has the
Project - Edit Assigned Tasks
 right (typically counted as a
restricted
 license). That same user also has the
Project - Create
 right (a
full
 license type). The application includes that user in the
full
 license type count.
View License Information
View the license Information to verify that your organization complies with your current
Classic PPM
  licensing agreement. Use license information to accomplish the following goals:
  • View the license types and the number of users who are assigned to each license.
  • Determine if new licenses are required.
  • Identify the types of users consuming certain license types to analyze why certain license types are used more than others.
You can view license information from the following portlets:
  • User Count by License Type
    Lists the number of licensed users for a particular license type.
  • Rights by License Type
    Lists all the access rights that are assigned to each license type for each user. Review the Rights by User portlet for specific users to determine what is inflating the total Full license count.
  • User List by License Type
    Lists the users and their details for a particular license type. Review the User List by License Type portlet to see if any users are incorrectly associated with the license type.
  • Rights by User
    Lists all the rights for each license type that is associated with a user.
The license information does not count inactive and locked users.
The User List by License Type and the Rights by User portlets are not available in the default view of the License Information page. You need to add these portlets to the page.
You can install
Classic PPM
  on the same instance with another CA product. In multiple product environments, the license portlets show four license types (Full, Restricted, View Only, and Other). The license type is the highest in the license hierarchy.
View User Count by License Type
You can view the number of licensed users and their license type from the License Information portlet.
Follow these steps:
  1. Open Administration, and from Organization and Access, click License Information.
    The license information page appears.
  2. Review the User Count by License Type portlet to get the user count for each license type.
  3. Click each license type to view the list of resources that are assigned to the license type.
    The User List by License Type portlet shows each resource, their license, and their last login time.
  4. Click each user to view the list of access rights that are assigned to that user.
    The Rights by User portlet lists all the rights that are associated with the users and their license types. The access rights list includes rights that are directly granted to the user through groups and OBS.
View Access Rights by License Type
You can view the access rights that are assigned to each license type from the Rights by License Type portlet. You can use the list as a reference when granting access rights to end users.
Follow these steps:
  1. Open Administration, and from Organization and Access, License Information.
    The license information page appears.
  2. In the Rights by License Type portlet, view the access rights that are assigned to each license type. Sort the access rights list by each license type to view the associated rights.
  3. Optionally, click the Export to Excel icon to export your results to an Excel spreadsheet.
View User List by License Type
You can use the View User List by License Type portlet to review if any users are incorrectly associated with the license type. This portlet is not available in the default view of the License Information page.
Follow these steps:
  1. Log into
    Classic PPM
      as an Administrator.
  2. Select
    Administrator
    ,
    Portlet Pages
    .
  3. Filter and locate the
    License Information
     page.
  4. Click the
    License Information
     page to open it.
  5. Select the
    Content
     tab.
  6. Click the
    Add
     button to add new content to the page.
  7. In the title page, enter name of the portlet you want to add.
  8. Select the portlet and click the
    Add
     button to add it.
    You can use the Add and Select More button to add multiple portlets to a page.
  9. Click the
    Save
     button to finalize your changes.
  10. Open
    Administration
    , and from
    Organization and Access
    , click
    License Information
    .
    The license information page appears.
  11. Review the information displayed in the portlet.
  12. Click
    Options
     and use the export options to export the data in this portlet.
    You can perform the same steps to add the Rights by User portlet to the License Information page and review the information in the portlet.
View Telemetry Data
Telemetry is a capability that is integrated into
Classic PPM
  to collect active user counts and minimal basic customer site information. No usage or other configuration data is collected. The Telemetry Data Export portlet allows you to view and export all the telemetry data that is saved in
Classic PPM
  so that you can use it and share it with CA Technologies, if needed.
To learn more about Telemetry, see Configure General System Settings.
The Telemetry Data Export Portlet provides the following values:
Name
Description
Source
Collection Date
Specifies the date on which telemetry data is collected
Generated by
Classic PPM
Site ID
Specifies your organization's site ID that is listed on the CA Support portal
As configured under system options by customers
Product Version
Specifies the version number of
Classic PPM
  implemented in your organization
Generated by
Classic PPM
Product SKU
Specifies the Stock Keeping Unit (SKU) of
Classic PPM
Generated by
Classic PPM
Monthly Usage
Specifies the count of active users in
Clarity
 who have Full Function access, Restricted Function access, View Function access
Generated by
Classic PPM
PLA Enabled
Specifies if your organization has opted to participate in the Subscription Portfolio License Agreement
As configured under system options by customers
Instance ID
Specifies the type of installation instance such Development, Training, Business Unit, etc.
Generated by
Classic PPM
Domain ID
Specifies the Primary App Service HTTP/HTTPs URL used to access
Classic PPM
Generated by
Classic PPM
Chargeback ID
Specifies the name or chargeback ID of a department associated with paying for
Classic PPM
  usage in your enterprise
As configured under system options by customers
SKU Description
Specifies the description of the SKU of
Classic PPM
Generated by
Classic PPM
Follow these steps:
  1. Click
    Administration
    ,
    Organization and Access
    ,
    License Information
    .
    The license information page appears.
  2. Review the information in the portlet.
  3. Click
    Options
    and use the export options to export the data in this portlet.
    Telemetry Download_New.jpg
The Telemetry Data Export portlet is not configurable.
Core Product License Functionality
The following key functionality is available in the core product license:
  • Advanced Earned Value Management
  • Advanced Reporting with Jaspersoft
  • Application Portfolio Management
  • Asset Portfolio Management
  • Collaboration
  • Configuration and Administration
  • Demand Management
  • Document Management
  • Idea and Incident Submittals
  • Idea-to-launch Management
  • Integration through the XML Open Gateway
  • Integration with Microsoft Project and Open Workbench
  • Integration with Microsoft SharePoint
  • IT Financial Management
  • IT Service Portfolio Management
  • PMBOK Best Practices Content
  • PMO Best Practices Content
  • PRINCE2 Best Practices Content
  • Processes and Workflow
  • Product Portfolio Management
  • Program Management
  • Project Financial Management
  • Project Management
  • Project Portfolio Management
  • Requirements Planning
  • Resource Management
  • Unlimited Amount of Named Users Viewing Access
User Status
Users are named and are non-concurrent. Only
Active Users
 are counted. Users are counted for license compliance by status, as described in the following table:
Status
Description
Active
Users can log in to the product and
are counted
 as licensed users.
Locked
Users cannot log in to the product and
are not counted
 as licensed users. Locked users are created as resources in the system but are not allowed to log in.
Inactive
Users cannot log in to the product and
are not counted
 as licensed users. Inactive users cannot be assigned to projects and cannot log in.
Functionality by User License Type
The following table lists the key functional capabilities and the authorized user license types. Use this table to determine whether a user license is Full, Restricted, or View only.
All references to Studio pertain to
Classic PPM
  Studio and not Jaspersoft Studio nor other products that use Studio in their name.
Product Functionality
Full
Restricted
View Only
IT Portfolio Management:
(includes portfolio management functionality for services, assets, and applications):
Establish a hierarchy of IT services
Yes
No
No
View the aggregate labor and costs
Yes
Yes
Yes
Create a hierarchy to capture department-level work, budgets, cost recovery, portfolio and capacity planning, service descriptions, and delivery
Yes
No
No
View services, view departments, and subscribe to a service
Yes
No
No
Create multiple portfolios (applications, products, assets, and services)
Yes
No
No
Create and edit portfolio analysis criteria
Yes
No
No
View portfolio scorecards
Yes
Yes
Yes
Conduct portfolio analysis
Yes
No
No
Create and manage portfolio plans
Yes
No
No
Run portfolio plans through Capacity Planning
Yes
No
No
Communicate portfolio decisions through workflow
Yes
No
No
Create portfolio fields in Studio
Yes
No
No
Create portfolio portlets in Studio
Yes
No
No
IT Financial Management:
Full
Restricted
View Only
Financial Planning
Set up and view budgets and forecasts using
simple budgets
Yes
No
No
Define detailed forecasts using cost plans
Yes
No
No
Conduct what-if analysis
Yes
No
No
Ability to create and modify plans and budgets by Cost Type
Yes
No
No
Ability to view plans and budgets by Cost Types
Yes
Yes
Yes
Chargeback Allocations
Charge back IT costs per service to subscribers
Yes
No
No
Define a system of rules that are used to generate chargebacks, debit transactions, and accounting credits
Yes
No
No
View a customer invoice preview and expandable line items as charges accumulate
Yes
Yes
Yes
View cost recovery statements contrasting incurred costs with chargeback costs
for services that are provided to a customer
Yes
Yes
Yes
Allocate costs to
overhead
 and chargeback accordingly
Yes
No
No
Reverse any past chargeback allocations, either partially or in full
Yes
No
No
Allocate chargebacks to a selected fiscal period or split an allocation over multiple periods
Yes
No
No
Cost and Rate Management
Create multiple rate rules by investment, department, project, or client
Yes
No
No
Mark up costs by a specified percentage
Yes
No
No
Internal Chargeback
Create internal invoices
Yes
No
No
Review pro forma invoices
Yes
No
No
Project Portfolio Management
(includes portfolio management functionality for projects, programs, and other work):
Full
Restricted
View Only
Create and edit portfolio analysis criteria
Yes
No
No
View portfolio scorecards
Yes
Yes
Yes
Conduct portfolio analysis
Yes
No
No
Create and manage portfolio scenarios
Yes
No
No
Run portfolio scenarios through Capacity Planning
Yes
No
No
Compare portfolio plans
Yes
Yes
Yes
Edit portfolio target data
Yes
No
No
View Portfolio target data
Yes
Yes
Yes
View portfolio data in a waterline format
Yes
Yes
Yes
Configure Waterline view
Yes
No
No
Create portfolio fields in Studio
Yes
No
No
Create portfolio portlets in Studio
Yes
No
No
Product Portfolio Management
 (includes portfolio management functionality for products):
Full
Restricted
View Only
Create and edit product portfolio analysis criteria
Yes
No
No
View product portfolio scorecards
Yes
Yes
Yes
Conduct product portfolio analysis
Yes
No
No
Create and manage product portfolio plans
Yes
No
No
Run product portfolio plans through Capacity Planning
Yes
No
No
Communicate product portfolio decisions through workflow
Yes
No
No
Create product portfolio fields in Studio
Yes
No
No
Create product portfolio portlets in Studio
Yes
No
No
Idea-to-Launch Management
Stage Review
Yes
No
No
Gate Review
Yes
No
No
Gate Scoring
Yes
No
No
Requirements Planning
Create and edit Requirements.
Yes
No
No
Create and edit Releases.
Yes
No
No
Create and edit Release Plans.
Yes
No
No
View Requirements, Releases, and Release Plans.
Yes
Yes
Yes
Project Management
 (includes planning and management functionality for projects, programs, and time tracking):
Full
Restricted
View Only
Project Management
Create projects and WBS
Yes
No
No
Create projects and WBS from predefined templates
Yes
No
No
Add tasks or subtasks to existing projects (
Clarity
  only)
Yes
Yes
No
Create and update tasks, conversations, and to-do items (
Clarity
  only)
Yes
Yes
No
Create and update project details and status reports (
Clarity
  only)
Yes
No
No
Add unplanned tasks to projects through timesheets
Yes
Yes
No
Access guidelines for projects
Yes
No
No
Profile a project
Yes
No
No
Enter time against projects (Web or Mobile)
Yes
Yes
No
Approve time sheets (Web or Mobile)
Yes
Yes
No
Approve all time sheets (Web or Mobile)
Yes
No
No
View key project status, tasks, milestones, WBS, and resources
Yes
Yes
Yes
Update task status and complete deliverables
Yes
Yes
No
Create and edit plans in Open Workbench using Schedule Connect
Yes
No
No
Create and edit plans in Microsoft Project using Schedule Connect
Yes
No
No
Baseline a project
Yes
No
No
Create project workflows and processes in Process Manager
Yes
No
No
Create new project fields in Studio
Yes
No
No
Create new project management portlets in Studio
Yes
No
No
Capture time on nonproject investments
Yes
Yes
No
Resource Management
Identify resource roles
Yes
No
No
Search for resources to staff projects
Yes
No
No
Save searches for resources
Yes
No
No
Assign resources to projects
Yes
No
No
Manage resource availability calendars
Yes
Yes
No
Methodology Authoring
Create project templates
Yes
No
No
Utilize project templates to create projects
Yes
No
No
Develop forms for profiling projects
Yes
No
No
Create guidelines for completing tasks and deliverables
Yes
No
No
Program Management
Create and manage programs
Yes
No
No
View programs
Yes
Yes
Yes
Custom Investments (
Clarity
 )
Create and manage custom investments
Yes
No
No
View custom investments
Yes
Yes
Yes
Administration and Configuration
(
Clarity
 )
Create, configure, and view project blueprints
Yes
No
No
Configure project teams
Yes
No
No
Roadmaps (
Clarity
 )
Create, import, and manage roadmaps, roadmap items, scenarios, and views
Yes
No
No
View roadmaps
Yes
Yes
Yes
Risk, Issue, & Change Management
Create risks, issues, and change requests
Yes
Yes
No
View risks, issues, and change requests
Yes
Yes
Yes
Promote risks to issues and issues to changes
Yes
No
No
Budgeting, Forecasting, and Actuals
Create budgets and forecasts with duration using simple budgets.
Yes
No
No
Create detailed cost plans by role with the option to populate from staff plan using roles
with budget approval and revision of benefit plans
Yes
No
No
Calculate costs for budgets and forecasts using the default rate matrix based on roles
Yes
No
No
Resource Management
View resource dashboards and portlets.
Yes
Yes
Yes
View resource reports.
Yes
Yes
Yes
Create new resource fields in Studio.
Yes
No
No
Create new resource portlets in Studio.
Yes
No
No
Capacity Planning
Create and view what-if scenarios
Yes
No
No
Evaluate capacity as opposed to demand
Yes
No
No
Manage resource supply and demand
Yes
No
No
Skills Management
Create skills database
Yes
No
No
Manage all resource skills
Yes
No
No
Manage own skills
Yes
Yes
No
Find resources by skills
Yes
No
No
Resource Requisitions
Create resource requisitions
Yes
No
No
Fulfill resource requisitions
Yes
No
No
Create resource requisition processes in Process Manager
Yes
No
No
Create new resource requisition form fields in Studio
Yes
No
No
Project Financial Management
Full
Restricted
View Only
Project Financial Management
Define detailed budgets and forecasts using cost plans with any available plan-by types;
set up budget approval and revision; set up benefit plans.
Yes
No
No
Track actual project costs
Yes
No
No
Manage resource costs and rate matrices
Yes
No
No
Manage Financial Organizational Breakdown Structure.
Yes
No
No
Setup multiple currencies and conversions.
Yes
No
No
View project cost accounting reports.
Yes
Yes
Yes
Project Chargeback Allocations
Create chargeback accounts.
Yes
No
No
Assign chargeback allocation rates.
Yes
No
No
Generate chargebacks.
Yes
No
No
Reverse chargebacks.
Yes
No
No
Maintain and review audit trail.
Yes
No
No
Demand Management
Full
Restricted
View Only
Idea Creation and Management
Enter new ideas
Yes
Yes
Yes
View status of submitted ideas
Yes
Yes
Yes
Set up idea review and approval processes
No
No
Yes
Approve or reject submitted ideas
Yes
No
No
Receive and respond to action items sent through a process that is defined on the idea object
Yes
Yes
Yes
Create idea fields in Studio
Yes
No
No
Create idea portlets in Studio
Yes
No
No
Convert an idea to a project
Yes
No
No
Track time against an idea
Yes
Yes
No
Enter budget for an idea
Yes
Yes
Yes
Incident Management
Enter new incidents
No
Yes
Yes
View status of submitted incidents
No
Yes
Yes
Receive and respond to action items sent through a process that is defined on the incident object
Yes
Yes
Yes
View incident statistics
Yes
Yes
Yes
Assign incidents to resources
Yes
No
No
Update incident status
Yes
Yes
Yes
Record time against incidents
Yes
Yes
No
Set up incident workflows and processes in Process Manager
Yes
No
No
Create incident fields in Studio
Yes
No
No
Create incident portlets in Studio
Yes
No
No
Process Management (Workflow and Processes)
Receive notifications
Yes
Yes
Yes
Receive and respond to action items
Yes
Yes
No
Create and edit process workflows
Yes
No
No
Set up and deploy phase-gate processes
Yes
No
No
View graphical workflow status
Yes
Yes
Yes
Manage process instances and track metrics
Yes
No
No
Earned Value Management
Contract Work Breakdown Structure Management
No
No
No
Create contracts and agencies
Yes
No
No
Define the CWBS hierarchy
Yes
No
No
Create Summary Level Planning Packages
Yes
No
No
Create Control Accounts
Yes
No
No
Create Work Packages
Yes
No
No
Link Work Packages to Projects or Project Tasks
Yes
No
No
Baseline a Contract
Yes
No
No
Create the CWBS Dictionary
Yes
No
No
View Contract Pricing costs
Yes
Yes
Yes
View Contract, CWBS, and Control Account dashboards
Yes
Yes
Yes
Update Earned Value Totals for Contracts
Yes
Yes
No
Update Earned Value History for Contracts
Yes
No
No
Generate CPR Data for Contracts
Yes
No
No
View CPR Reports (Formats 1-5)
Yes
Yes
Yes
View CWBS Dictionary report
Yes
Yes
Yes
View CWBS Index report
Yes
Yes
Yes
View Responsibility Assignment Matrix report
Yes
Yes
Yes
Burdening Matrix
Define Burdening Classes
Yes
No
No
Define Burdening Matrix with unlimited burdening levels
Yes
No
No
Burdening escalation tables
Yes
No
No
Associate Burdening Matrix to Project
Yes
No
No
Configuration Using
Classic PPM
  Studio
Full
Restricted
View Only
Add custom fields, manage objects with PowerMods
Yes
No
No
Create portlets with graphs, charts, grids, tables, and custom HTML
Yes
No
No
Build custom pages and dashboards
Yes
No
No
Configure menu items
Yes
No
No
Modify application look-and-feel
Yes
No
No
Create and manage local configurations through system partitions
Yes
No
No
Build user-defined objects (including custom investment types for consumption in the
Clarity
 )
Yes
No
No
End users create or edit new custom objects
Yes
No
No
End users view custom objects
Yes
Yes
Yes
Manage content packages
Yes
No
No
Integration with Desktop Scheduling Tools
Access Open Workbench for desktop scheduling
Yes
No
No
Access Microsoft Project for desktop scheduling
Yes
No
No
Collaboration
Utilize document management
Yes
Yes
No
Manage events and To Do items in calendars
Yes
Yes
No
Create threaded discussion topics
Yes
No
No
Participate in threaded discussions
Yes
Yes
No
Participate in workflow processes
Yes
Yes
No
Create and edit workflows and processes using Process Manager
Yes
No
No
Receive and respond to action items
Yes
Yes
No
Search documents and discussions
Yes
Yes
No
Receive notifications
Yes
Yes
Yes
View project documents in
Classic PPM
Yes
Yes
Yes
View project documents in SharePoint
Yes
Yes
Yes
Advanced Reporting with Jaspersoft
Full
Restricted
View Only
Run reports
No
No
Yes
View report output
No
No
Yes
Access report repository
No
No
Yes
Create and update ad hoc views and dashboards
No
Yes
No
Create custom reports with Jaspersoft Studio
Yes
No
No
      Create and update domains
Yes
No
No
      Create data sources
Yes
No
No
      Administer Advanced Reporting
Yes
No
No
Best Practice Accelerators
Full
Restricted
View Only
PMO Accelerator
Load best-practice content
Yes
No
No
Enable portlets, dashboards, and processes
Yes
No
No
Modify portlets and dashboards in Studio
Yes
No
No
Modify workflows and processes
Yes
No
No
View portlets and dashboards
Yes
Yes
Yes
PRINCE2 Accelerator
Load best-practice content
Yes
No
No
Enable portlets, dashboards, and processes
Yes
No
No
Modify portlets and dashboards in Studio
Yes
No
No
Modify workflows and processes
Yes
No
No
View and edit PRINCE2 subobjects
Yes
Yes
No
View PRINCE2 portlets and dashboards
Yes
Yes
Yes
Creating and Running Integrations
Full
Restricted
View Only
XML Open Gateway (XOG)
Run XOG processes
Yes
No
No
Create, edit, and manage GEL scripts
Yes
No
No
System Administration
Create and manage the Organizational Breakdown Structure (OBS)
Yes
No
No
Manage users and groups
Yes
No
No
Manage security and privileges
Yes
No
No
Setup fiscal and time reporting periods
Yes
No
No
Setup GL accounts and charge codes
Yes
No
No
Configure the datamart.
Yes
No
No
Schedule reports and jobs.
Yes
No
No