Additional PMO Portlets

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Additional portlets are included with the PMO Accelerator add-in, but are not included on any pages after the installation. You can use Studio to add these portlets to your 
Clarity PPM
 pages. For more information, contact your 
Clarity PPM
 administrator or see the CA PPM Studio documentation in the 
Reference
 section
.
 
 You can personalize the user interface. To add fields to a portlet using the 
Configure
 option, see Getting Started with Classic PPM in the 
Using
 section.
 
 
 
 
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Late Tasks and Milestones Portlet
The Late Tasks and Milestones portlet provides a list of late tasks and milestones for a project and includes a Gantt chart. Use this portlet to view a list of tasks that are not completed or late. You can configure the Late Tasks and Milestones portlet to display on a project Dashboard.
 
The Late Tasks and Milestones portlet
 
The following fields display on this portlet:
  •  
    Task 
    Displays the name of the task. Click a task name link to view the task properties.
  •  
    Task ID
    Displays the ID of the task.
  •  
    Finish
    Displays the task finish date.
  •  
    Status
    Displays the task status (Not Started, Started, or Completed).
  •  
    Schedule %
    Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
    The calculation takes into account the task status and baseline (if a baseline exists). The color of the stoplight indicates if the task is on schedule or late.
    Stoplights
    :
    • Green. The task is ahead of schedule or on schedule.
    • Yellow. The task is between one and ten percent late.
    • Red. The task is more than ten percent late.
    • White. The schedule percentage is undefined.
  •  
    Days Late
    Displays the number of days late including non-work days considering the following:
    • Whether or not a baseline exists
    • Task status
    If a baseline exists, then days late is calculated as task finish date minus baseline finish date. A positive number indicates that the task is late according to the baseline. A negative number indicates that it is early according to the baseline.
    If a baseline exists and the task finish date is the same as the baseline finish date, then the task is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus task finish date.
    If there is no baseline, then days late is calculated if the task is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus task finish date.
  •  
    Gantt Schedule
    Displays a Gantt chart that shows the start and finish dates of the tasks and finish dates of the milestones. The color of the Gantt is based on the schedule percentage as follows:
    • Green. The task is ahead of schedule or on schedule.
    • Yellow. The task is between one and ten percent late.
    • Red. The task is more than ten percent late.
    • White. The schedule percentage is undefined.
The following fields are available for this portlet and you can add them through the configure option:
  •  
    Start
    Displays the task start date.
  •  
    Baseline Start
    Displays the baseline start date of the task.
  •  
    Baseline Finish
    Displays the baseline finish date of the task.
  •  
    Schedule
    Displays a stoplight indicating the number of days a task is late, considering the task status and whether or not a baseline exists for the task. The color of the stoplight indicates if the task is on schedule or late.
    Stoplights:
    • Green. The task is ahead of schedule or on schedule.
    • Yellow. The task is between one and ten days late.
    • Red. The task is more than ten days late.
    • White. The schedule is undefined.
  •  
    Days Late %
    Displays days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
    The calculation takes into account the task status and baseline (if a baseline exists).
My Timesheets Portlet
The My Timesheets portlet displays the status of your timesheets for open time periods. Use this portlet to view a list of your timesheets that are current, submitted, or late.
 
The My Timesheets portlet
 
The following fields display on this portlet:
  •  
    Timesheet
    Displays the timesheet icon. Click the icon to go to the timesheet page for the corresponding resource.
  •  
    Period Start
    Displays the timesheet period start date.
  •  
    Period End
    Displays the timesheet period end date.
  •  
    Timesheet Status
    Displays the timesheet status.
  •  
    Status Icon
    Displays an icon indicating the timesheet status.
    • Grey Diamond (Current Timesheet). The timesheet is current.
    • Green Checkmark (Submitted Timesheet). The timesheet is submitted.
    • Red Circle (Action Required). The timesheet requires an action.
The following fields are available for this portlet and you can add them by configuring the portlet in Administration. This portlet has the Allow Configuration option unchecked; therefore, end users will not be able to configure the portlet unless an administrator changes this option so the portlet is configurable.
For more information, see 
Using, Getting Started with CA PPM
.
  •  
    Action Required
    Indicates if an action is required when the timesheet is not current.
  •  
    Days
    Displays the number of days for the time period and is useful if the number of days in your time periods vary.
  •  
    Weekend
    Indicates if the time period is a weekend; usually two days.
Process Bottlenecks Portlet
The Process Bottlenecks portlet displays initiated processes and indicates how long an assigned resource took to respond to each process milestone step. Use this portlet to analyze if an action is taking longer than the required time and to reevaluate internal processes. To view this portlet, select a process type from the filter at the top of the portlet. Verify the following:
  • The process type has at least one step designated as a milestone.
  • Before you activate a process, navigate to each process step considered a milestone and verify the milestone field.
For more information, see 
Administration
.
 
The Process Bottlenecks portlet
 
The following fields appear on this portlet:
  •  
    Process
    Displays the name of the process.
  •  
    Instance
    Displays the process instance name.
  •  
    Flow Diagram
    Displays the flow diagram icon. Click this icon to display the process flow diagram.
  •  
    Initiated by
    Displays the name of the person that initiated the process.
  •  
    Duration Status
    Displays a stoplight indicating the process step status, for each process milestone step.
    Stoplights
    :
    • Green. The process step duration is less than three days.
    • Yellow. The process step duration is greater than or equal to three days and less than five days.
    • Red. The process step duration is five or more days.
  •  
    Duration and Reviewers
    Displays the duration and the reviewer names, for each process milestone step.
Project Analysis Portlet
The Project Analysis portlet provides program managers with a view into the projects and tasks that are part of the program. Use this portlet to analyze the schedule of ongoing projects in the program. You can configure this portlet to display on a program dashboard. This portlet does not display any data if it is placed on a page that is not a dashboard tab on the program object.
 
The Project Analysis portlet
 
The following fields display on this portlet:
  •  
    Project/Task
    Displays the project name with the associated tasks under it. Click the project name to view all tasks for a project. Click a project name to view the project properties or a task name to view the task properties.
  •  
    Team Icon
    Displays an icon that links to the project team staff page.
  •  
    Project Manager
    Displays the project manager name.
  •  
    Stage 
    Displays the stage in the lifecycle of the project.
  •  
    Start Date
    Displays the start date of the project or task.
  •  
    Finish Date
    Displays the finish date of the project or task.
  •  
    Overall Status
    Displays a stoplight indicating the overall status of each project, based on the status report with the most recent report date and a report status of final or no value selected.
    Stoplights
    :
    • Green. The project status is on track.
    • Yellow. There is a minor variance in the project status.
    • Red. There is a significant variance in the project status.
    • White. The project status is undefined.
  •  
    Schedule %
    Displays the following:
    •  
      Project Calculation.
       Displays a stoplight indicating days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the project progress and baseline (if one exists). The color of the stoplight indicates if the project is on schedule or late.
    •  
      Task Calculation
      . Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task’s timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project’s timeframe is used in the calculation.
      The calculation takes into account the task status and baseline (if one exists). The color of the stoplight indicates if the task is on schedule or late.
    Stoplights
    :
    • Green. The project or task is ahead of schedule or on schedule.
    • Yellow. The project or task is between one and ten percent late.
    • Red. The project or task is more than ten percent late.
    • White. The schedule percentage is undefined.
  •  
    Days Late 
    Displays the number of days late including non-work days considering the following:
    • Whether or not a baseline exists
    • Project progress or task status
    If a baseline exists, then days late is calculated as project or task finish date minus baseline finish date. A positive number indicates that the project or task is late according to the baseline. A negative number indicates that it is early according to the baseline.
    If a baseline exists and the project or task finish date is the same as the baseline finish date, then the project or task is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project or task finish date.
    If there is no baseline, then days late is calculated if the project or task is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus project or task finish date.
  •  
    Gantt Schedule
    Displays a Gantt chart that shows the start and finish dates of the projects and tasks. The color of the Gantt bars is based on the schedule percentage as follows:
    • Green. The project or task is ahead of schedule or on schedule.
    • Yellow. The project or task is between one and ten percent late.
    • Red. The project or task is more than ten percent late.
    • White. The schedule percentage is undefined.
The following fields are available for this portlet and you can add them through the configure option:
  •  
    Baseline Start
    Displays the baseline start date of the project or task.
  •  
    Baseline Finish
    Displays the baseline finish date of the project or task.
  •  
    Business Alignment
    Displays how well the project aligns to the organization business goal. The higher the business alignment value is, the stronger the alignment.
    Stoplights
    :
    • Green (68 through 100). The project has good alignment with the business.
    • Yellow (34 through 67). The project has average alignment with the business.
    • Red (0 through 33). The project has poor alignment with the business.
    • White. The alignment data is undefined.
  •  
    Status Indicator
    Displays a stoplight that shows the status of each project based on its status indicator.
    Source
    : Schedule & Performance project properties page.
    Stoplights
    :
    • Green. The project is on track.
    • Yellow. The project is at risk.
    • Red. The project is critical.
    • White. The project status indicator is undefined.
  • Days Late %
    •  
      Project Calculation
      . Displays days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the project progress and baseline (if a baseline exists).
    •  
      Task Calculation
      . Displays days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
      The calculation takes into account the task status and baseline (if a baseline exists).
  •  
    Schedule
    Displays a stoplight indicating the number of days a project or task is late, considering the following:
    • Project progress or task status
    • Whether or not a baseline exists for the project or task.
    The color of the stoplight indicates if the project or task is on schedule or late.
    Stoplights
    :
    • Green. The project or task is ahead of schedule or on schedule.
    • Yellow. The project or task is between one and ten days late.
    • Red. The project or task is more than ten days late.
    • White. The schedule is undefined.
Project Cycle Time Analysis Portlet
The Project Cycle Time Analysis portlet displays the number of days spent in each project phase illustrated as a bar graph. Use this portlet to compare time spent in each phase for projects based on the same methodology. The project templates installed with the PMO Accelerator add-in are considered project methodologies. To use this portlet, select a methodology.
 
The Project Cycle Time Analysis portlet
 
 
Follow these steps:
 
  1. With the project open, open the Properties menu, and click Settings.
    The project settings page appears.
  2. Click the Methodology drop-down menu and select a project methodology.
By default, the bar graph displays duration of each project phase in the methodology. The X-axis shows the duration in days. The Y-axis shows the corresponding project phase. The length of each bar in the graph represents the distribution of project duration by phase. Click one of the bars to open the properties page of the specific project. Click a graph legend entry to exclude that group from the graph.
Project Document Review Portlet
The Project Document Review portlet displays project documents, including links to the documents and folder locations. Use this portlet to review documents for specific projects or across projects by filtering on OBS or project manager. From this portlet, you can open documents directly from the portlet to view them or navigate to the folder containing the document to perform other actions.
 
The Project Document Review portlet
 
The following fields display on this portlet:
  •  
    Project
    Displays the project name. Click a project name to view the properties page of the project.
  •  
    Manager
    Displays the project manager.
  •  
    Document Manager Icon
    Displays an icon that links to the folder location of the document.
  •  
    Document
    Displays the document name. Click on the document link to open the document.
  •  
    Status
    Displays a stoplight that indicates the status of the document.
    •  
      Stoplights:
       
    • Green (Approved). The document is approved.
    • Yellow (Submitted). The document is submitted for approval.
    • Red (Rejected). The document project is rejected.
  •  
    Category
    Displays the document category.
  •  
    Owner
    Displays the document owner.
  •  
    Created Date
    Displays the date the document was created.
  •  
    Last Updated Date
    Displays the date the document was last updated.
  •  
    Version Number
    Displays the version number of the document.
  •  
    Last Revision Comments
    Displays the last revision comments entered for the document.
The following fields are available for this portlet and you can add them through the configure option:
  •  
    Created By
     
  •  
    Description
     
  •  
    Folder
     
  •  
    Last Updated By
     
  •  
    Location
     
  •  
    Non-participants Allowed Access
     
  •  
    Project ID
     
  •  
    Status Name
     
  •  
    Versioning Enabled
     
Project Lifecycle Review Portlet
The Project Lifecycle Review portlet displays the schedule status of each project phase. Use this portlet for a phase schedule overview of projects based on the same project methodology. To use this portlet, select a methodology.
 
The Project Lifecycle Review portlet
 
 
Follow these steps:
 
  1. With the project open, open the Properties menu, and click Settings.
    The project settings page appears.
  2. Click the Methodology drop-down menu and select a project a template as the methodology.
The portlet displays the following fields:
  •  
    Dashboard Icon
    Displays an icon that links to the project dashboard.
  •  
    Project
    Displays the name of the project. Click a project name link to go to the properties page of the project.
  •  
    Project Manager
    Displays the name of the project manager.
  •  
    Stage
    Displays the stage of the project lifecycle as a progress bar. The gray squares indicate completed stages and the current stage is represented as a color, based on the Business Alignment of the investment.
  •  
    Start
    Displays the project start date.
  •  
    Finish
    Displays the project finish date.
  •  
    Schedule%
    Displays a stoplight indicating days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the phase status and baseline (if a baseline exists). The color of the stoplight indicates if the phase is on schedule or late.
    Stoplights
    :
    • Green. The phase is ahead of schedule or on schedule.
    • Yellow. The phase is between one and ten percent late.
    • Red. The phase is more than ten percent late.
    • White. The schedule percentage is undefined.
The following fields are available for this portlet and you can add them through the configure option:
  •  
    Business Alignment
    Displays how well the project aligns to the organization business goal. The higher the business alignment value is, the stronger the alignment.
    Stoplights
    :
    • Green (68 through 100). The project has good alignment with the business.
    • Yellow (34 through 67). The project has average alignment with the business.
    • Red (0 through 33). The project has poor alignment with the business.
    • White. The alignment data is undefined.
  •  
    Stage Name
    Displays the stage in the lifecycle of the project.
  •  
    Days Late
    Displays the number of days late including non-work days considering the following:
    • Whether or not a baseline exists
    • Phase status
    If a baseline exists, then days late is calculated as phase finish date minus baseline finish date. A positive number indicates that the phase is late according to the baseline. A negative number indicates that it is early according to the baseline.
    If a baseline exists and the phase finish date is the same as the baseline finish date, then the phase is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus phase finish date.
    If there is no baseline, then days late is calculated if the phase is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus phase finish date.
  •  
    Schedule
    Displays a stoplight indicating the number of days a phase is late, considering the phase status and whether or not a baseline exists for the phase. The color of the stoplight indicates if the phase is on schedule or late.
    Stoplights
    :
    • Green. The phase is ahead of schedule or on schedule.
    • Yellow. The phase is between one and ten days late.
    • Red. The phase is more than ten days late.
    • White. The schedule is undefined.
  •  
    Days Late %
    Displays days late as a percentage of the project timeframe, which is finish date minus start date. The calculation takes into account the phase status and baseline (if a baseline exists).
  •  
    Phase Status
    Displays a stoplight for the phase status.
    Stoplights
    :
    • Green. The phase is completed.
    • Yellow. The phase is started and on schedule, based on days late.
    • Red. The phase is started and late, based on days late.
    • White. The phase is not started or the phase does not exist on the project.
Resource Utilization Percentage by Month Portlet
The Resource Utilization Percentage by Month portlet displays resource assignments as a percentage of allocations by month, illustrated in a column graph. Use this portlet to verify that all resources assigned to the projects are fully utilized. You can configure this portlet to display on a program dashboard.
The X-axis of the column graph is months, starting with the current month. The Y-axis of the graph displays resource utilization as a percentage. You can configure the graph to display resource allocation and assignment hours on the Y-axis.
 
The Resource Utilization Percentage by Month portlet
 
Team Member Task Summary Portlet
The Team Member Task Summary portlet displays resource assignments, ETC, pending actuals, and actuals for project tasks. Use the portlet to analyze task schedule by resource and review estimates and actuals. You can configure this portlet to display on a project dashboard.
 
 
The Team Member Task Summary portlet
 
 
The following fields display on this portlet:
  •  
    Dashboard Icon
    Displays an icon that links to the project dashboard.
  •  
    Project
    Displays the name of the project. Click a project name link to go to the properties page of the project.
  •  
    Task
    Displays the name of the task. Click a task name to view the task properties.
  •  
    Guidelines
    Displays the guidelines icon if the task has a valid URL as a guideline or a guideline is set up for the site. Click the icon to go to the guidelines page. This page defines the file path and file name for the guidelines your organization follows for this task.
  •  
    Resource/Role
    Displays the resource or role assigned to the task. Click a resource or role name link to view the properties.
  •  
    Priority
    Displays a stoplight that indicates the priority status of a task.
    •  
      Stoplights:
       
    • Green (24 through 36). The task priority is low.
    • Yellow (12 through 23). The task priority is medium.
    • Red (0 through 11). The task priority is high.
  •  
    Status
    Indicates the status of the task.
    Values:
     Not Started, Started, or Completed
  •  
    Schedule %
    Displays a stoplight indicating days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
    The calculation takes into account the task status and baseline (if a baseline exists). The color of the stoplight indicates if the task is on schedule or late.
    Stoplights
    :
    • Green. The task is ahead of schedule or on schedule.
    • Yellow. The task is between one and ten percent late.
    • Red. The task is more than ten percent late.
    • White. The schedule percentage is undefined
  •  
    Days Late
    Displays the number of days late including non-work days considering the following:
    • Whether or not a baseline exists
    • Task status
    If a baseline exists, then days late is calculated as task finish date minus baseline finish date. A positive number indicates that the task is late according to the baseline. A negative number indicates that it is early according to the baseline.
    If a baseline exists and the task finish date is the same as the baseline finish date, then the task is considered late if it is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus task finish date.
    If there is no baseline, then days late is calculated if the task is not completed and it was due before today’s date. In this case, days late is calculated as today’s date minus task finish date.
  •  
    ETC
    Defines the number of hours estimated to complete a task. Once a task is started, ETC reflects the number of remaining hours estimated to complete it.
  •  
    Pending Actuals
    Displays the amount of unposted actuals for the task.
  •  
    Actuals
    Defines the total number of hours submitted and posted for the task.
  •  
    Gantt Schedule
    Displays a Gantt chart that shows the start and finish dates of the assignments. The color of the Gantt bars is based on the schedule percentage as follows:
    • Green. The task is ahead of schedule or on schedule.
    • Yellow. The task is between one and ten percent late.
    • Red. The task is more than ten percent late.
    • White. The schedule percentage is undefined.
The following fields are available for this portlet and you can add them using the configure option.
  •  
    Assignment Start
    Displays the start date of the assignment.
  •  
    Assignment Finish
    Displays the finish date of the assignment.
  •  
    Project ID
    Displays the project ID, which is the identifier of the project.
  •  
    Days Late %
    Displays days late as a percentage of the summary task or project timeframe, which is finish date minus start date. If the task has a parent task in the WBS, then the parent task timeframe is used in the calculation. If the task is at the top level of the WBS and does not have a parent task, then the project timeframe is used in the calculation.
    The calculation takes into account the task status and baseline (if a baseline exists).
  •  
    Schedule
    Displays a stoplight indicating the number of days a task is late, considering the task status and whether or not a baseline exists for the task. The color of the stoplight indicates if the task is on schedule or late.
    Stoplights
    :
    • Green. The task is ahead of schedule or on schedule.
    • Yellow. The task is between one and ten days late.
    • Red. The task is more than ten days late.
    • White. The schedule is undefined.