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Contents Chapter 1: PMO Accelerator Overview 9 Chapter 2: Install the PMO Accelerator 11 How to Install Add-Ins ........................................................................ 11 Download the .iso Image File .............................................................. 12 Extract the .jar File ....................................................................... 13 Stop the Services ......................................................................... 14 Install the Add-In ......................................................................... 15 Start the Services ......................................................................... 16 Apply the Add-In ......................................................................... 18 Chapter 3: Project Lifecycle 21 About the Project Lifecycle .................................................................... 21 Project Lifecycle Processes .................................................................... 22 Project Templates ............................................................................ 23 How to Work with the Idea Review Process ..................................................... 25 Create an Idea ........................................................................... 26 How to Work with the Create Major IT Project Process .......................................... 29 How to Work with the Document Review Process ............................................... 30 Upload and Submit Documents for Review .................................................. 30 Create a Project from a Project Template ....................................................... 32 How to Work with the Issue Review and Escalation Process ...................................... 35 Create Issues ............................................................................. 36 Chapter 4: Value Metrics, Quality and Additional Documents 39 Define Value Metrics .......................................................................... 40 Create a Status Report ........................................................................ 43 Create a Quality Attribute ..................................................................... 45 Create a Scope Statement .................................................................... 46 Create a Program Management Plan ........................................................... 48 Chapter 5: General Pages and Portlets 49 Sponsor Tab ................................................................................. 49 Projects View Portlet ...................................................................... 50 Projects by Budgeted Cost Portlet .......................................................... 51 Contents 5 Projects KPIs by OBS Portlet ............................................................... 52 Portfolio Dashboard Tab ....................................................................... 55 My Portfolios Portlet ....................................................................... 55 Portfolio Benefits and Costs Portlet ......................................................... 57 Portfolio Investment Benefits by Goal Portlet ............................................... 58 Program Dashboard Tab ...................................................................... 58 Program Manager Schedule Dashboard Portlet .............................................. 59 Program Manager Cost Dashboard Portlet .................................................. 68 PM Alerts Tab ................................................................................ 75 Schedule Performance Portlet .............................................................. 76 Staffing Portlet ........................................................................... 78 Milestones Portlet ......................................................................... 80 Current Issues Portlet ..................................................................... 81 Project Dashboard Tab ........................................................................ 83 Project Manager Schedule Dashboard Portlet ............................................... 84 Project Manager Cost and Effort Dashboard Portlet .......................................... 86 Issues and Risks Tab ......................................................................... 88 Issue Management Portlet ................................................................. 89 Risk Management Portlet .................................................................. 91 Chapter 6: Portfolios Pages and Portlets 93 Scorecard Tab ................................................................................ 93 Balance Portlet ........................................................................... 94 Investments Portlet ....................................................................... 96 Financials Portlet ......................................................................... 99 Capacity Tab ................................................................................ 100 Resource Gantt Portlet ................................................................... 101 Role Capacity and Demand Portlet ........................................................ 102 Performance Tab ............................................................................ 103 Financial Performance Portlet ............................................................. 104 Key Performance Indicators Portlet........................................................ 112 Resources Tab ............................................................................... 114 Resource Capacity and Allocation Portlet .................................................. 114 Resource Allocations ..................................................................... 116 Financials Tab ............................................................................... 117 Capital vs Expense Budget and Forecast Portlet ............................................ 118 Capital vs Expense by Period Portlet ...................................................... 120 Capital vs Expense Variance By Period Portlet.............................................. 121 Chapter 7: Viewing the Dashboard Tab 123 Dashboard Tab .............................................................................. 123 6 PMO Accelerator Product Guide PMO-Program Status Page Layout ............................................................ 124 Cost, Schedule, Risk Portlet .............................................................. 125 Project Analysis Portlet ................................................................... 127 Resource Utilization Portlet ............................................................... 129 Resource Utilization Percentage by Month Portlet .......................................... 130 Program Project Status Portlet ............................................................ 131 PMO-Project Status Page Layout .............................................................. 132 Project Status Reports Portlet............................................................. 133 Project Baselines Portlet .................................................................. 134 Actuals by Transaction Type .............................................................. 135 Alerts Portlet ............................................................................ 136 Project Quality Attributes Portlet .......................................................... 138 Team Utilization Portlet .................................................................. 139 PMO-Project Storyboard Page Layout ......................................................... 140 Upcoming Milestones Portlet .............................................................. 141 Earned Value Phase Analysis Portlet ....................................................... 142 Issues by Priority Portlet ................................................................. 144 Late Tasks and Milestones Portlet ......................................................... 147 Team Capacity Portlet .................................................................... 148 Team Member Task Summary Portlet ..................................................... 149 Chapter 8: Resource Management Portlets 151 Timesheet Overview ......................................................................... 151 Timesheet Review Tab ....................................................................... 151 Timesheet Review Portlet ................................................................. 152 Pending Estimates Portlet ................................................................ 153 Chapter 9: Additional Portlets 155 Project Cycle Time Analysis Portlet ............................................................ 156 Project Lifecycle Review Portlet ............................................................... 157 Process Bottlenecks Portlet ................................................................... 158 Chapter 10: Lookup Mapping 161 About Lookup Mapping ....................................................................... 161 Create a Lookup Mapping List ................................................................ 162 Delete a Lookup Mapping List ................................................................ 163 Chapter 11: Crystal Reports 165 Access to Crystal Reports .................................................................... 166 Capacity vs. Demand By Role ................................................................ 167 Contents 7 Capacity vs. Demand By Resource ............................................................ 170 Program Schedule Review .................................................................... 173 Project Storyboard ........................................................................... 177 Resource Availability ......................................................................... 183 Resource Forecasted Utilization ............................................................... 185 Resource Forecasted Utilization Detail ......................................................... 188 Timesheet Detail Report ..................................................................... 191 Chapter 12: Access Groups 195 PMO Accelerator Business Sponsor Group ..................................................... 195 PMO Accelerator Portfolio Manager Group ..................................................... 197 PMO Accelerator Program Manager Group ..................................................... 204 PMO Accelerator Project Manager Group ...................................................... 212 PMO Accelerator Team Member Group ........................................................ 221 Chapter 13: Sample Data 225 Portfolios.................................................................................... 226 Projects ..................................................................................... 228 Services .................................................................................... 229 Programs ................................................................................... 230 Applications ................................................................................. 231 Assets ...................................................................................... 232 Ideas Examples ............................................................................. 232 Resources ................................................................................... 234 Resource Roles .............................................................................. 235 Cost/Rate Matrices .......................................................................... 235 Consulting Cost and Billing Matrix ......................................................... 236 Financial Cost and Rate Matrix ............................................................ 236 Project Plan Templates ....................................................................... 237 Development Lifecycle Template .......................................................... 237 Organizational Breakdown Structures (OBS) ................................................... 237 Business Unit OBS ....................................................................... 238 Resource Pool OBS ....................................................................... 238 Security OBS OBS ....................................................................... 239 Security OBS - Pages OBS ................................................................ 239 Index 241 8 PMO Accelerator Product Guide Chapter 1: PMO Accelerator Overview The PMO Accelerator add-in is a collection of content designed for project portfolio management that is not tied to any specific industry. In addition, the PMO Accelerator provides a collection of CA Clarity PPM content that your organization does not have to create and enables you to support your existing program management office (PMO) operations. The add-in is useful for managing and gaining insight into project, program, and portfolio performance. These topics describe the collection of content and include detailed information about the portlets, access groups, reports, queries, and pages included in the add-in. The portlets provide an overall view across your projects, giving you a clear understanding of what is going on in your environment. Sample data is included with the PMO Accelerator, but only as an optional installment. The sample data includes resources, resource roles, a project plan template, projects, services, applications, programs, portfolios, ideas, cost/rate matrices, and organizational breakdown structures (OBS). Chapter 1: PMO Accelerator Overview 9