CA Clarity Project & Portfolio Manager

Transcription

1 CA Clarity Project & Portfolio Manager Business Objects Universes for CA Clarity PPM Reference Guide v12.1.0

2 This documentation and any related computer software help programs (hereinafter referred to as the "Documentation") are for your informational purposes only and are subject to change or withdrawal by CA at any time. This Documentation may not be copied, transferred, reproduced, disclosed, modified or duplicated, in whole or in part, without the prior written consent of CA. This Documentation is confidential and proprietary information of CA and may not be used or disclosed by you except as may be permitted in a separate confidentiality agreement between you and CA. Notwithstanding the foregoing, if you are a licensed user of the software product(s) addressed in the Documentation, you may print a reasonable number of copies of the Documentation for internal use by you and your employees in connection with that software, provided that all CA copyright notices and legends are affixed to each reproduced copy. The right to print copies of the Documentation is limited to the period during which the applicable license for such software remains in full force and effect. Should the license terminate for any reason, it is your responsibility to certify in writing to CA that all copies and partial copies of the Documentation have been returned to CA or destroyed. TO THE EXTENT PERMITTED BY APPLICABLE LAW, CA PROVIDES THIS DOCUMENTATION "AS IS" WITHOUT WARRANTY OF ANY KIND, INCLUDING WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NONINFRINGEMENT. IN NO EVENT WILL CA BE LIABLE TO THE END USER OR ANY THIRD PARTY FOR ANY LOSS OR DAMAGE, DIRECT OR INDIRECT, FROM THE USE OF THIS DOCUMENTATION, INCLUDING WITHOUT LIMITATION, LOST PROFITS, LOST INVESTMENT, BUSINESS INTERRUPTION, GOODWILL, OR LOST DATA, EVEN IF CA IS EXPRESSLY ADVISED IN ADVANCE OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE. The use of any software product referenced in the Documentation is governed by the applicable license agreement and is not modified in any way by the terms of this notice. The manufacturer of this Documentation is CA. Provided with "Restricted Rights." Use, duplication or disclosure by the United States Government is subject to the restrictions set forth in FAR Sections , , and (c)(1) - (2) and DFARS Section (b)(3), as applicable, or their successors. Copyright 2010 CA. All rights reserved. All trademarks, trade names, service marks, and logos referenced herein belong to their respective companies.

3 Contact CA Technologies Contact CA Support For your convenience, CA Technologies provides one site where you can access the information you need for your Home Office, Small Business, and Enterprise CA Technologies products. At you can access the following: Online and telephone contact information for technical assistance and customer services Information about user communities and forums Product and documentation downloads CA Support policies and guidelines Other helpful resources appropriate for your product Provide Feedback If you have comments or questions about CA Technologies product documentation, you can send a message to techpubs@ca.com. If you would like to provide feedback about CA Technologies product documentation, complete our short customer survey, which is available on the CA Support website at

4

5 Contents Chapter 1: Getting Started 9 About the CA Clarity PPM Business Objects Universes... 9 Business Objects Universe Attributes CA Clarity PPM Reports Overview Launch a Business Objects Universe Chapter 2: CA PPM Investments Universe 11 About the CA PPM Investments Universe OBS Class Portfolios Class Applications Class Assets Class Other Work Class Products Class Projects Class Programs Risk Detail Project Team Staff Project WBS Project Assignments Project Risks Class Project Issues Class Project Change Requests Class Services Class Service Team Dates Class Measures Class Labor Class Equipment Class Material Class Expenses Class Forecast/ Budget Class Security Conditions Class Chapter 3: CA PPM Investment Financials Universe 65 About the CA PPM Investment Financials Universe Contents 5

6 OBS Chargeback Invoices Chargeback Invoice Details Investment Investment WBS Cost Plans Cost Plan Details Cost Plan Measures Benefit Plans Benefit Plan Details Benefit Plan Measures Budget Plans Budget Plan Details Budget Plan Measures Pending WIP Adjustments Pending WIP Adjustment Measures Pending WIP Transactions Pending WIP Transaction AP Info Pending WIP Transaction Measures WIP Transactions WIP Accounts Payable Information WIP Measures Debit Rules Debit Rule Details Chargeback Options Chargeback Transactions Chargeback Credits Security Conditions Chapter 4: CA PPM Resource Universe 101 About the CA PPM Resource Universe Resources Class Contact Information Financial Investments Resource Skills Dates Class Measures Class OBS Class Report Labels Class Business Objects Universes for CA Clarity PPM Reference Guide

7 Chapter 5: CA PPM Timesheet Universe 113 About the CA PPM Timesheet Universe Timesheet Periods Class Timesheets Class Timesheet Entries Resources Class Measures Class Missing Timesheets Class OBS Class Report Labels Class Index 119 Contents 7

8

9 Chapter 1: Getting Started This section contains the following topics: About the CA Clarity PPM Business Objects Universes (see page 9) Business Objects Universe Attributes (see page 10) CA Clarity PPM Reports Overview (see page 10) Launch a Business Objects Universe (see page 10) About the CA Clarity PPM Business Objects Universes Use the Business Objects universes for CA Clarity PPM to create and customize reports without having to know the intricacies of the data model to report. You can run a query to display information from the following universes: CA PPM Investments (see page 11) CA PPM Investment Financials (see page 65) CA PPM Resource (see page 101) CA PPM Timesheet (see page 113) Each universe can use BusinessObjects InfoView's Web Intelligence for front-end, web-based reporting. You can use InfoView to generate your own reports using any one of the four universes. Additionally the universes can be used to develop Crystal reports queries. Each Business Objects universe uses CA Clarity PPM as the back-end database. All universes connect to CA Clarity PPM through a connection object. Many core CA Clarity PPM tables are added to the universe unlinked. These CA Clarity PPM tables are aliased in the universe and only these aliased tables are used and linked to other tables in the universe. Using unique table prefix aliases for each universe ensures that if two universe are linked they will not have ambiguous table names. Note: Because these tables are not linked, the Integrity check in the Universe Designer will note them as a structure divergence. Chapter 1: Getting Started 9

10 Business Objects Universe Attributes Business Objects Universe Attributes The Business Objects universes includes the following attributes: Object. Represents a collection of attributes and operations pertaining to a particular CA Clarity PPM functional area. Class. Represents a logical grouping of objects within a universe that represent a category of objects or indicates the category of objects. CA Clarity PPM Reports Overview You can run any Web Intelligence or Crystal Report from CA Clarity PPM. You can add parameters to each report and map them to a CA Clarity PPM report definition. You can create universe objects that support security for CA Clarity PPM and you can view which user ran a report so the appropriate localized data displays. Launch a Business Objects Universe To launch a Business Objects universe 1. From the InfoView Home, click My Inbox in the Navigate menu. 2. Click New, and select Web Intelligence Document. 3. Click the Universe you want to launch. See the appropriate Business Objects documentation for more information about Business Objects. 10 Business Objects Universes for CA Clarity PPM Reference Guide

11 Chapter 2: CA PPM Investments Universe This section contains the following topics: About the CA PPM Investments Universe (see page 11) OBS Class (see page 11) Portfolios Class (see page 12) Projects Class (see page 34) Project Risks Class (see page 45) Project Issues Class (see page 47) Project Change Requests Class (see page 49) Services Class (see page 51) Dates Class (see page 56) Measures Class (see page 57) Security Conditions Class (see page 63) About the CA PPM Investments Universe Use the CA PPM Investments universe to create informal documents and crystal reports. The universe addresses the needs of project management. Available hours, allocated hours, baseline hours, ETC, and actual hours are reported against by daily, weekly, or monthly periods. Allocated costs, baseline costs, ETC costs, and actual costs are also available. OBS Class Use the following attributes when querying OBS information: OBS Path Displays the path to the OBS. OBS Type Name Displays the name for the OBS type. Level 1 Name Displays the first level in the OBS. Level 2 Name Displays the second level in the OBS. Level 3 Name Displays the third level in the OBS. Chapter 2: CA PPM Investments Universe 11

12 Portfolios Class Level 4 Name Displays the fourth level in the OBS. Level 5 Name Displays the fifth level in the OBS. Level 6 Name Displays the sixth level in the OBS. Level 7 Name Displays the seventh level in the OBS. Level 8 Name Displays the eighth level in the OBS. Level 9 Name Displays the ninth level in the OBS. Level 10 Name Displays the tenth level in the OBS. Investment OBS Filter Defines the OBS ID used in filtering and returning of descendants. Portfolios Class Use the following attributes when querying portfolio information: Portfolio ID Defines the unique identifier for the portfolio. Portfolio Name Displays the name for the portfolio. Description Displays a description of the portfolio. Portfolio Manager Displays the name of the portfolio manager. Portfolio Type Displays the type of portfolio. Start Date Displays the start date. 12 Business Objects Universes for CA Clarity PPM Reference Guide

13 Portfolios Class Finish Date Displays the finish date. Active (Yes/No) Displays whether an investment is active. Displays Yes if the investment is active and No if it is not. Planned Cost Defines the amount of money available for investments in the portfolio. Planned Benefit Displays the amount of money expected in return from the investments in the portfolio. Applications Class Use the following attributes when querying applications information: Applications ID Displays the unique identifier for an application. Applications Name Displays the application name. Applications Manager Displays the first and last name of the applications manager. Description Displays the description for this application. Start Date Displays the start date. Finish Date Displays the finish date. Baseline Start Date Displays the baseline start date of an investment. Baseline Finish Date Displays the baseline finish date of the investment. Category Displays the category of this application. Chapter 2: CA PPM Investments Universe 13

14 Portfolios Class Set Planned Cost Dates [Yes/No] Goal Specifies if planned cost dates are synchronized with the investment dates. Displays Yes if planned cost dates are synchronized with the investment's start and finish date and No if planned cost dates are not synchronized with the investment's start and finish date. Defines the goal of this investment that aligns it with the main corporate strategy. Alignment Stage Status Displays the alignment score. Displays the stage in the application lifecycle. Displays the status of the investment. Values: Approved, Rejected, Unapproved Status Indicator Indicates the status. Stoplight values: Green. The investment is on track. Yellow. A minor variance exists in the overall status of the investment. Red. A significant variance exists in the overall status of the investment. Priority TCO Displays the application priority. Displays the total cost of ownership. Version Displays the version of the application. Supplier Displays the supplier of the application. Population Served Displays the number of users of the application. 14 Business Objects Universes for CA Clarity PPM Reference Guide

15 Portfolios Class Number of Licenses Displays the number of licenses for the application. Function Points Displays the number of function points in the application. Technology Displays the technology of the application. Platform Displays the application platform. Progress Displays the level of work that has been completed. Values: Completed (100 percent) Started (1-99 percent) Not Started (0 percent) Partition Displays the partition associated with the application. Charge Code Displays the charge code associated with this application. Is Required [Yes/No] Displays whether the investment is required. Displays "Yes" if the investment is required for portfolio scenarios and "No" if the investment is not required for portfolio scenarios. Active (Yes/No) Displays whether an investment is active. Displays Yes if the investment is active and No if it is not. Open for TE (Yes/No) Entity Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment. Displays the entity associated with the application. Chapter 2: CA PPM Investments Universe 15

16 Portfolios Class Track Mode Risk Displays the tracking method used to enter time for this investment, including the following: Clarity. Staff members enter time against their assigned tasks using timesheets. None. Non-labor resources, such as expenses, materials, and equipment track actuals through transaction vouchers, or through a scheduler, such as Microsoft Project. Other. Indicates that actuals are imported from a third-party program. Displays the short name for the risk. Total Cost Displays the total cost of this application. Number of Incidents Displays the total number of open incidents for this application. Total Incident Actual Effort Displays the total incident actual effort based on the following formula: Total Incident Actual Effort = Actuals + remaining ETC Total Labor Effort Displays the total labor effort. Planned Cost Displays the planned cost for a simple budget. Planned Cost Start Displays the planned cost start date of the application. Planned Cost Finish Displays the planned cost finish date of the application. Planned Benefit Displays the planned benefit for a simple budget. Planned Benefit Start Displays the planned benefit start date. Planned Benefit Finish Displays the planned benefit finish date. 16 Business Objects Universes for CA Clarity PPM Reference Guide

17 Portfolios Class Planned NPV Displays the Net Present Value calculated from the planned cost and planned benefit. Planned ROI Displays the return on investment as calculated from planned cost and planned benefit. Planned Breakeven Displays the planned breakeven date. Calculate NPV Data [Yes/No] Displays "Yes" if the portfolio's net present value (NVP), includes Planned NPV, Planned ROI, and Planned Breakeven data and "No" if the portfolio's net present value (NVP), does not include Planned NPV, Planned ROI, and Planned Breakeven data. Created Date Displays the date and time this application was created. Created By Displays the resource that created this application. Last Updated Date Displays the date and time this application was last updated. Application Team Use the following attributes when querying application team information: Resource Name Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource. Application Role Displays the application specific role for this resource. Is Role (Yes/No) Indicates whether this investment is derived from a role. Displays Yes if the investment is derived from a role and No if it is not. Chapter 2: CA PPM Investments Universe 17

18 Portfolios Class Booking Status Displays the booking status for the resource on this investment. Values: Soft. The resource is tentatively scheduled to work on the investment. Hard. The resource is committed to work on the investment. Mixed. The resource is both soft and hard allocated to the investment or the soft allocation for the resource does not match the hard allocation. Request Status Displays the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to manually book a resource without using a formal requisition. Values: New. The staffing requirement is new. The project manager has not requested staffing needs. Open. The resource requisition is active and is waiting to be filled. Proposed. The resource requisition has been proposed. Booked. The project manager has accepted the proposed resource. Closed. No requisitions are associated with this team member. Open for TE (Yes/No) Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment. Allocation Start Date Displays the start of the resource's allocation for the application team. Allocation Finish Date Displays the finish of the resource's allocation for the application team. Hard Allocation Start Date Displays the start of the resource's hard allocation to the application team. Hard Allocation Finish Date Displays the finish of the resource's hard allocation to the application team. 18 Business Objects Universes for CA Clarity PPM Reference Guide

19 Portfolios Class Allocation Baseline Start Date Displays the baseline start date of the application team. Allocation Baseline Finish Date Displays the baseline finish date of the application team. Assets Class Use the following attributes when querying assets information: Asset ID Displays the unique identifier for an asset. Asset Name Displays the asset name. Asset Manager Displays the first and last name of the assets manager. Description Displays the description for the asset. Start Date Displays the start date. Finish Date Displays the finish date. Baseline Start Date Displays the baseline start date of an investment. Baseline Finish Date Displays the baseline finish date of the investment. Category Displays the category of the assets. Set Planned Cost Dates [Yes/No] Goal Specifies if planned cost dates are synchronized with the investment dates. Displays Yes if planned cost dates are synchronized with the investment's start and finish date and No if planned cost dates are not synchronized with the investment's start and finish date. Defines the goal of this investment that aligns it with the main corporate strategy. Chapter 2: CA PPM Investments Universe 19

20 Portfolios Class Alignment Stage Status Displays the alignment score. Displays the stage in the assets lifecycle. Displays the status of the investment. Values: Approved, Rejected, Unapproved Status Indicator Indicates the status. Stoplight values: Green. The investment is on track. Yellow. A minor variance exists in the overall status of the investment. Red. A significant variance exists in the overall status of the investment. Priority TCO Displays the assets priority. Displays the total cost of ownership. Progress Displays the level of work that has been completed. Values: Completed (100 percent) Started (1-99 percent) Not Started (0 percent) Partition Displays the partition associated with the assets. Charge Code Displays the charge code of the assets. Is Required [Yes/No] Displays whether the investment is required. Displays "Yes" if the investment is required for portfolio scenarios and "No" if the investment is not required for portfolio scenarios. 20 Business Objects Universes for CA Clarity PPM Reference Guide

21 Portfolios Class Active (Yes/No) Displays whether an investment is active. Displays Yes if the investment is active and No if it is not. Open for TE (Yes/No) Entity Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment. Displays the entity associated with the assets. Track Mode Risk Displays the tracking method used to enter time for this investment, including the following: Clarity. Staff members enter time against their assigned tasks using timesheets. None. Non-labor resources, such as expenses, materials, and equipment track actuals through transaction vouchers, or through a scheduler, such as Microsoft Project. Other. Indicates that actuals are imported from a third-party program. Displays the short name for the risk. Total Cost Displays the total cost of the assets. Number of Incidents Displays the total number of open incidents. Total Incident Actual Effort Displays the total incident actual effort based on the following formula: Total Incident Actual Effort = Actuals + remaining ETC Total Labor Effort Displays the total labor effort. Planned Cost Displays the planned cost for a simple budget. Planned Cost Start Displays the planned cost start date of the assets. Chapter 2: CA PPM Investments Universe 21

22 Portfolios Class Planned Cost Finish Displays the planned cost finish date of the assets. Planned Benefit Displays the planned benefit for a simple budget. Planned Benefit Start Displays the planned benefit start date. Planned Benefit Finish Displays the planned benefit finish date. Planned NPV Displays the Net Present Value calculated from the planned cost and planned benefit. Planned ROI Displays the return on investment as calculated from planned cost and planned benefit. Planned Breakeven Displays the planned breakeven date. Calculate NPV Data (Yes/No) Indicates whether the Net-Present Value (NPV) date followed the investment's date. Displays Yes if the investment's net present value (NPV) includes the Planned NPV, Planned ROI, and Planned Breakeven data and No if the investment's net present value (NPV), does not include the Planned NPV, Planned ROI, and Planned Breakeven data. Created Date Displays the date and time the assets were created. Created By Displays the resource that created the assets. Last Updated Date Displays the date and time the assets were last updated. Last Updated By Displays the resource that last updated the assets. 22 Business Objects Universes for CA Clarity PPM Reference Guide

23 Portfolios Class Assets Team Use the following attributes when querying assets team information: Resource Name Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource. Asset Role Displays the asset specific role for this resource. Is Role (Yes/No) Indicates whether this investment is derived from a role. Displays Yes if the investment is derived from a role and No if it is not. Booking Status Displays the booking status for the resource on this investment. Values: Soft. The resource is tentatively scheduled to work on the investment. Hard. The resource is committed to work on the investment. Mixed. The resource is both soft and hard allocated to the investment or the soft allocation for the resource does not match the hard allocation. Request Status Displays the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to manually book a resource without using a formal requisition. Values: New. The staffing requirement is new. The project manager has not requested staffing needs. Open. The resource requisition is active and is waiting to be filled. Proposed. The resource requisition has been proposed. Booked. The project manager has accepted the proposed resource. Closed. No requisitions are associated with this team member. Open for TE (Yes/No) Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment. Chapter 2: CA PPM Investments Universe 23

24 Portfolios Class Allocation Start Date Displays the start of the resource's allocation for the assets team. Allocation Finish Date Displays the finish of the resource's allocation for the assets team. Hard Allocation Start Date Displays the start of the resource's hard allocation to the assets team. Hard Allocation Finish Date Displays the finish of the resource's hard allocation to the assets team. Allocation Baseline Start Date Displays the baseline start date of the assets team. Allocation Baseline Finish Date Displays the baseline finish date of the assets team. Other Work Class Use the following attributes when querying other work information: Other Work ID Displays the unique identifier for other work. Other Work Name Displays other work name. Other Work Manager Displays the first and last name of the other work manager. Description Displays the description for other work. Start Date Displays the start date. Finish Date Displays the finish date. Baseline Start Date Displays the baseline start date of an investment. Baseline Finish Date Displays the baseline finish date of the investment. 24 Business Objects Universes for CA Clarity PPM Reference Guide

25 Portfolios Class Category Displays the category of other work. Set Planned Cost Dates [Yes/No] Goal Specifies if planned cost dates are synchronized with the investment dates. Displays Yes if planned cost dates are synchronized with the investment's start and finish date and No if planned cost dates are not synchronized with the investment's start and finish date. Defines the goal of this investment that aligns it with the main corporate strategy. Alignment Stage Status Displays the alignment score. Displays the stage in the other work lifecycle. Displays the status of the investment. Values: Approved, Rejected, Unapproved Status Indicator Indicates the status. Stoplight values: Green. The investment is on track. Yellow. A minor variance exists in the overall status of the investment. Red. A significant variance exists in the overall status of the investment. Priority Displays the other work priority. Progress Displays the level of work that has been completed. Values: Completed (100 percent) Started (1-99 percent) Not Started (0 percent) Chapter 2: CA PPM Investments Universe 25

26 Portfolios Class Partition Displays the partition associated with other work. Charge Code Displays the charge code of other work Is Required [Yes/No] Displays whether the investment is required. Displays "Yes" if the investment is required for portfolio scenarios and "No" if the investment is not required for portfolio scenarios. Active (Yes/No) Displays whether an investment is active. Displays Yes if the investment is active and No if it is not. Open for TE (Yes/No) Entity Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment. Displays the entity associated with other work. Track Mode Risk Displays the tracking method used to enter time for this investment, including the following: Clarity. Staff members enter time against their assigned tasks using timesheets. None. Non-labor resources, such as expenses, materials, and equipment track actuals through transaction vouchers, or through a scheduler, such as Microsoft Project. Other. Indicates that actuals are imported from a third-party program. Displays the short name for the risk. Total Cost Displays the total cost of other work. Number of Incidents Displays the total number of open incidents. Total Incident Actual Effort Displays the total incident actual effort based on the following formula: Total Incident Actual Effort = Actuals + remaining ETC 26 Business Objects Universes for CA Clarity PPM Reference Guide

27 P L Portfolios Class Total Labor Effort Displays the total labor effort. Planned Cost Displays the planned cost for a simple budget. Planned Cost Start Displays the planned cost start date of other work. Planned Cost Finish Displays the planned cost finish date of other work. Planned Benefit Displays the planned benefit for a simple budget. Planned Benefit Start Displays the planned benefit start date. Planned Benefit Finish Displays the planned benefit finish date. Planned NPV Displays the Net Present Value calculated from the planned cost and planned benefit. Planned ROI Displays the return on investment as calculated from planned cost and planned benefit. Planned Breakeven Displays the planned breakeven date. Calculate NPV Data (Yes/No) Indicates whether the Net-Present Value (NPV) date followed the investment's date. Displays Yes if the investment's net present value (NPV) includes the Planned NPV, Planned ROI, and Planned Breakeven data and No if the investment's net present value (NPV), does not include the Planned NPV, Planned ROI, and Planned Breakeven data. Created Date Displays the date and time other work was created. Created By Displays the resource that created other work. Last Updated Date Displays the date and time the other work were last updated. Chapter 2: CA PPM Investments Universe 27

28 Portfolios Class Last Updated By Displays the resource that last updated the other work. Other Work Team Use the following attributes when querying other work team information: Resource Name Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource. Other Work Role Displays the other work specific role for this resource. Is Role (Yes/No) Indicates whether this investment is derived from a role. Displays Yes if the investment is derived from a role and No if it is not. Booking Status Displays the booking status for the resource on this investment. Values: Soft. The resource is tentatively scheduled to work on the investment. Hard. The resource is committed to work on the investment. Mixed. The resource is both soft and hard allocated to the investment or the soft allocation for the resource does not match the hard allocation. Request Status Displays the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to manually book a resource without using a formal requisition. Values: New. The staffing requirement is new. The project manager has not requested staffing needs. Open. The resource requisition is active and is waiting to be filled. Proposed. The resource requisition has been proposed. Booked. The project manager has accepted the proposed resource. Closed. No requisitions are associated with this team member. 28 Business Objects Universes for CA Clarity PPM Reference Guide

29 Portfolios Class Open for TE (Yes/No) Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment. Allocation Start Date Displays the start of the resource's allocation for the other work team. Allocation Finish Date Displays the finish of the resource's allocation for the other work team. Hard Allocation Start Date Displays the start of the resource's hard allocation to the other work team. Hard Allocation Finish Date Displays the finish of the resource's hard allocation to the other work team. Allocation Baseline Start Date Displays the baseline start date of the other work team. Allocation Baseline Finish Date Displays the baseline finish date of the other work team. Products Class Use the following attributes when querying product information: Product ID Displays the unique identifier for a product. Product Name Displays the name of the product. Product Manager Displays the first and last name of the product manager. Description Displays the description for this product. Start Date Displays the start date of the product. Finish Date Displays the finish date of the product. Chapter 2: CA PPM Investments Universe 29

30 Portfolios Class Baseline Start Date Displays the baseline start date of an investment. Baseline Finish Date Displays the baseline finish date of the investment. Category Displays the product category. Set Planned Cost Dates [Yes/No] Goal Specifies if planned cost dates are synchronized with the investment dates. Displays Yes if planned cost dates are synchronized with the investment's start and finish date and No if planned cost dates are not synchronized with the investment's start and finish date. Defines the goal of this investment that aligns it with the main corporate strategy. Alignment Stage Status Displays the alignment score. Displays the product lifecycle stage. Displays the status of the investment. Values: Approved, Rejected, Unapproved Status Indicator Indicates the status. Stoplight values: Green. The investment is on track. Yellow. A minor variance exists in the overall status of the investment. Red. A significant variance exists in the overall status of the investment. Priority TCO Displays the priority of the product. Displays the total cost of ownership (TCO). 30 Business Objects Universes for CA Clarity PPM Reference Guide

31 Portfolios Class Version Displays the version of the product. Progress Displays the progress status of the product. Partition Displays the partition associated with the product. Charge Code Displays the charge code of the product. Is Required [Yes/No] Displays whether the investment is required. Displays "Yes" if the investment is required for portfolio scenarios and "No" if the investment is not required for portfolio scenarios. Active (Yes/No) Displays whether an investment is active. Displays Yes if the investment is active and No if it is not. Open for TE (Yes/No) Entity Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment. Displays the short description for the entity. Track Mode Risk Displays the tracking method used to enter time for this investment, including the following: Clarity. Staff members enter time against their assigned tasks using timesheets. None. Non-labor resources, such as expenses, materials, and equipment track actuals through transaction vouchers, or through a scheduler, such as Microsoft Project. Other. Indicates that actuals are imported from a third-party program. Displays the short name for the risk. Total Cost Displays the total cost of the product. Chapter 2: CA PPM Investments Universe 31

32 Portfolios Class Number of Incidents The total number of open incidents for this product. Total Incident Actual Effort Displays the total incident actual effort based on the following formula: Total Incident Actual Effort = Actuals + remaining ETC Total Labor Effort Displays the total labor effort. Planned Cost Displays the planned cost for a simple budget. Planned Cost Start Displays the planned cost start date. Planned Cost Finish Displays the planned cost finish date. Planned Benefit Displays the planned benefit for a simple budget. Planned Benefit Start Displays the planned benefit start date. Planned Benefit Finish Displays the planned benefit finish date. Planned NPV Displays the Net Present Value calculated from the planned cost and planned benefit. Planned ROI Displays the return on investment as calculated from planned cost and planned benefit. Planned Breakeven Displays the planned break even date. Calculate NPV Data (Yes/No) Indicates whether the Net-Present Value (NPV) date followed the investment's date. Displays Yes if the investment's net present value (NPV) includes the Planned NPV, Planned ROI, and Planned Breakeven data and No if the investment's net present value (NPV), does not include the Planned NPV, Planned ROI, and Planned Breakeven data. Created Date Displays the date and time this product was created. 32 Business Objects Universes for CA Clarity PPM Reference Guide

33 Portfolios Class Created By Displays the resource that created this product. Last Updated Date Displays the date and time this product was last updated. Last Updated By Displays the resource that last updated this product. Product Team Use the following attributes when querying product team information: Resource Name Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource. Product Role Displays the product specific role for this resource. Is Role (Yes/No) Indicates whether this investment is derived from a role. Displays Yes if the investment is derived from a role and No if it is not. Booking Status Displays the booking status for the resource on this investment. Values: Soft. The resource is tentatively scheduled to work on the investment. Hard. The resource is committed to work on the investment. Mixed. The resource is both soft and hard allocated to the investment or the soft allocation for the resource does not match the hard allocation. Chapter 2: CA PPM Investments Universe 33

34 Projects Class Request Status Displays the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to manually book a resource without using a formal requisition. Values: New. The staffing requirement is new. The project manager has not requested staffing needs. Open. The resource requisition is active and is waiting to be filled. Proposed. The resource requisition has been proposed. Booked. The project manager has accepted the proposed resource. Closed. No requisitions are associated with this team member. Open for TE (Yes/No) Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment. Allocation Start Date Displays the start of the resource's allocation for the product. Allocation Finish Date Displays the finish of the resource's allocation for the product. Hard Allocation Start Date Displays the start of the resource's hard allocation to the product. Hard Allocation Finish Date Displays the finish of the resource's hard allocation to the product. Allocation Baseline Start Date Displays the allocation baseline start date for the investment. Allocation Baseline Finish Date Displays the baseline finish date of the product. Projects Class Use the following attributes when querying project information: Project ID Displays the unique identifier for a project. 34 Business Objects Universes for CA Clarity PPM Reference Guide

35 a Projects Class Project Name Displays the name of the project. Description Displays the description for this project. Company Name Displays the name of the company. Start Date Displays the start date. Finish Date Displays the finish date. Baseline Start Date Displays the baseline start date of an investment. Baseline Finish Date Displays the baseline finish date of the investment. Project Manager Displays the first and last name of the project manager. Charge Code Stage Goal Displays the charge code associated with the project. Displays the project lifecycle stage. Defines the goal of this investment that aligns it with the main corporate strategy. Status Comments Displays comments about the overall status of the project. Status Indicator Indicates the status. Stoplight values: Green. The investment is on track. Yellow. A minor variance exists in the overall status of the investment. Red. A significant variance exists in the overall status of the investment. Chapter 2: CA PPM Investments Universe 35

36 Projects Class Status Displays the overall status of the project. Progress Entity Displays the progress status of the project. Displays the project entity. Active (Yes/No) Displays whether an investment is active. Displays Yes if the investment is active and No if it is not. Open for TE (Yes/No) Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment. Is Program [Yes/No] Displays "Yes" if this project is a program and "No" if the project is not a program. Is Template [Yes/No] Risk Displays "Yes" if this project is marked as a template and "No" if it is not marked as a template. Displays Risk - Flexibility: Risk - Funding: Risk - Human Interface: Risk - Implementation: Risk - Interdependency: Risk - Objectives: Risk - Organizational Culture: Risk - Resource Availability: Risk - Sponsorship: Risk - Supportability: Risk - Technical: Planned Cost Displays the planned cost for simple budgeting. 36 Business Objects Universes for CA Clarity PPM Reference Guide

37 Projects Class Planned Cost Start Displays the planned cost start date. Planned Cost Finish Displays the planned finish date. Planned Benefit Displays the planned benefit for simple budgeting. Planned Benefit Start Displays the planned benefit start date. Planned Benefit Finish Displays the planned benefit finish date. Planned NPV Displays the Net Present Value calculated from the planned cost and planned benefit. Planned ROI Displays the return on investment as calculated from the planned cost and planned benefit. Planned Breakeven Displays the planned breakeven date. Calculate NPV Data (Yes/No) Indicates whether the Net-Present Value (NPV) date followed the investment's date. Displays Yes if the investment's net present value (NPV) includes the Planned NPV, Planned ROI, and Planned Breakeven data and No if the investment's net present value (NPV), does not include the Planned NPV, Planned ROI, and Planned Breakeven data. Created Date Displays the date and time this project was created. Created By Displays the name of the resource who last created this project. Last Updated Date Displays the date and time this project was last updated. Last Updated By Displays the resource that last updated this object or entity. Chapter 2: CA PPM Investments Universe 37

38 Projects Class Programs Use the following attributes when querying program information: Program Name Displays the name of the program for which data is being entered. Product ID Displays the unique identifier for the program. Program Description Displays the description of the program. Program Start Date Displays the start date of the program. Program Finish Date Displays the finish date of the program. Program Manager Displays the first and last name of the program manager. Active (Yes/No) Displays whether an investment is active. Displays Yes if the investment is active and No if it is not. Risk Detail Displays risk factors associated with the project. Risk - Flexibility Displays the risk factor on how flexible the organization can adapt to change based on current practices. Low risk means the project is not dependent on current practices and High risk means the project is highly dependent on current practices. Values: Low, Medium, High Risk - Funding Displays the project's risk in funding. Low risk means funds are available without constraints. High risk means the funds are not allocated. Values: Low, Medium, High 38 Business Objects Universes for CA Clarity PPM Reference Guide

39 Projects Class Risk - Human Interface Displays the project's risk associated with the human interface. Low risk means the project has a well defined user interface (UI) and High risk means the project has a poorly defined user interface (UI). Values: Low, Medium, High Risk - Implementation Displays the project's risk associated with implementation. Low risk means there are minor uncertainties with the implementation efforts and user acceptance. High risk means there are major uncertainties with implementation efforts and user acceptance. Values: Low, Medium, High Risk - Interdependencies Displays the project's risk with interdependencies. Low risk means the project is not dependent on other projects and High risk means project dependencies exist. Values: Low, Medium, High Risk - Objectives Displays the project's risk with objectives. Low risk means the requirements, objectives, scope, and benefits are reasonable, clearly defined, measurable, and verifiable. High risk means objectives are not reasonable, clearly defined, measurable, and verifiable. Values: Low, Medium, High Risk - Organizational Culture Displays the project's risk with organizational culture. Low risk means the project requires little change to the organization culture, business processes, procedures or policies and High risk means the project requires major changes to the organization culture, business processes, procedures or policies. Values: Low, Medium, High Risk - Resource Availability Displays the project's risk in resource availability. Low risk means internal resources are available without constraints and external resources are not required. High risk means internal resource availability is uncertain and external resources are required. Values: Low, Medium, High Chapter 2: CA PPM Investments Universe 39

40 Projects Class Risk - Sponsorship Displays the project's risk with sponsorship. Low risk means the sponsorship is clearly identified and committed. High risk means the sponsorship is not clearly identified and uncommitted. Values: Low, Medium, High Risk - Supportability Displays the project's risk with supportability. Low risk means the project's supportability is easy with minor updates. High risk means the project's supportability is difficult and requires major updates. Values: Low, Medium, High Risk - Technical Displays the project's risk with technology. Low risk means the project's technology is proven and does not require any new internal and external expertise. High risk means the project's technology is unproven and requires external expertise. Values: Low, Medium, High Project Team Staff Use the following attributes when querying project team staff information: Resource Name Displays the system generated effective full name of the resource. This field is a concatenation of the first and last name of the resource. Project Role Displays the project specific role for this resource. Is Role (Yes/No) Indicates whether this investment is derived from a role. Displays Yes if the investment is derived from a role and No if it is not. Booking Status Displays the booking status for the resource on this investment. Values: Soft. The resource is tentatively scheduled to work on the investment. Hard. The resource is committed to work on the investment. Mixed. The resource is both soft and hard allocated to the investment or the soft allocation for the resource does not match the hard allocation. 40 Business Objects Universes for CA Clarity PPM Reference Guide

41 Projects Class Request Status Displays the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to manually book a resource without using a formal requisition. Values: New. The staffing requirement is new. The project manager has not requested staffing needs. Open. The resource requisition is active and is waiting to be filled. Proposed. The resource requisition has been proposed. Booked. The project manager has accepted the proposed resource. Closed. No requisitions are associated with this team member. Open for TE (Yes/No) Displays whether this investment is open for time entry (TE). Displays "Yes" if actuals can be entered against the investment and "No" if actuals cannot be entered against the investment. Allocation Start Date Displays the start of the resource's allocation for the project. Allocation Finish Date Displays the finish of the resource's allocation for the project. Hard Allocation Start Date Displays the start of the resource's hard allocation to the project. Hard Allocation Finish Date Displays the end of the resource's hard allocation to the project. Allocation Baseline Start Date Displays the baseline start date of this project. Allocation Baseline Finish Date Displays the baseline finish date of this project. Project WBS Use the following attributes when querying work breakdown structure information: Task ID Displays the unique identifier for the task. Chapter 2: CA PPM Investments Universe 41

42 Projects Class Task Name Displays the name of the task. WBS Phase Name Displays the work breakdown structure phase name of a task. WBS Activity Name Status Displays the work breakdown structure activity name of a task. Displays the status of the task. WBS Level Displays the task's depth in the work breakdown structure. WBS Record Type Displays the work breakdown structure record type. WBS Sequence Number Displays the sequence number of the task. Is Key (Yes/No) Indicates this task as a key task. Displays Yes if the task is a key task and No if it is not. Start Date Displays the start date. Finish Date Displays the finish date. Duration Days Displays the duration days of the task. Baseline Start Date Displays the baseline start date for the task. Baseline Finish Date Displays the baseline finish date for the task. Baseline Duration Days Displays the baseline duration of this task. Percent Complete Displays the percentage complete calculation of this task. 42 Business Objects Universes for CA Clarity PPM Reference Guide

43 Projects Class Charge Code Displays the charge code for this task. Category Displays the category name for this task. WBS Phase Name Detail Use the following attributes when querying work breakdown structure phase name detail information: Internal Phase ID Displays the system-generated internal phase ID. Phase ID Displays the unique identifier for the phase. Phase Status Displays the status of the phase. Phase Sequence Number Displays the order in which the phase appears in the work breakdown structure. Is Key Phase (Yes/No) Indicates this phase as a key phase. Displays Yes if the phase is a key phase and No if it is not. Phase Start Date Displays the actual start date of the phase. Phase Finish Date Displays the actual finish date of the phase. Phase Duration Displays the phase duration in days. Phase Baseline Start Date Displays the baseline start date of the phase. Phase Baseline Finish Date Displays the baseline finish date of the phase. Phase Baseline Duration Displays the baseline duration of the phase. Phase Percent Complete Displays the percentage complete calculation of the phase. Chapter 2: CA PPM Investments Universe 43