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2016

Following on from Dave_3.0's legendary tip, we can use this to auto refresh a object instance

One of CA PPM's annoyances to users is refreshing the object instance once a process has run.

This method can take care of where a user changes a value and you need a refresh to see the results of the process.

 

Video pre and post

 

How to replicate - basic example

  • Create a new object

  • create a few attributes, one boolean and one string

  • create a new dynamic lookup - this will execute the refresh script when we want it to

<meta http-equiv="refresh" content="1">  won't work for all browsers, this is just for example!

t.refresh = 1 is the condition to refresh, but it can be anything

 

Unfortunately <script> will be removed by Clarity, so javascript approach to refresh won't work.

Update: It's possible to call javascript if you want, i'm sure you can figure out the way

SELECT
@SELECT:1:DUMMY_ID@,
@SELECT:x.refresh:refresh@
FROM
(
SELECT
CASE WHEN t.refresh = 1 THEN '<meta http-equiv="refresh" content="1">' ELSE ' ' END refresh
FROM odf_ca_test_refresh t
WHERE t.code = @WHERE:PARAM:USER_DEF:STRING:code@
UNION
SELECT to_char(' ') refresh from DUAL
WHERE @WHERE:PARAM:USER_DEF:STRING:code@ is NULL
) x
WHERE @FILTER@
  • create a lookup on the object as detailed in the tip and add it to the object

I have the refresh lookup text hidden in case you wonder where it is!

  • create a simple process that is triggered when refresh boolean attribute = 1

  • updates the string value to "hello world" and resets the refresh flag (to stop the refreshing!)

Leading up to CA World 2016, the CA PPM Services team will highlight some hot topics in this community blog.  The blogs will focus on upcoming software functions, stories from road warriors and best practices from thought leaders.  We hope you’ll keep on the lookout for upcoming featured content, share with other practitioners, and contribute to the conversation.  We look forward to engaging directly with you!

 

A few years ago I spoke at CA World on the topic of improving the user experience to increase business value.  This widely accepted concept is more important than ever, so I will highlight key points about process and system usability in my first few posts.  This topic is appropriate at all stages of system and process deployment, and my goal is to share tips and tricks that we can adapt and adopt in our organizations.

 

The reality is that for any process or system to bring true value, it must be adopted, and to be adopted, it needs to be right for our organizations; and that means that it has to be right for the people in our organizations.

 

Why do so many organizations struggle to mature and innovate with their processes and systems? The “Value Enablement Layer” image below, represents the touch point where business value is experienced, enabled through usability.

From the PPM perspective, the touch point is where we enter status reports, project risks and issues, and resource requests.  It’s also where we conduct portfolio-level analysis and capacity planning for improved decision making.

 

We most often focus on the technical and functional aspects, but when we discuss efficiencies and innovation, the conversation must address the people who use the system and processes.  And when we’re working with people, the rules of engagement need to demonstrate expertise in organizational readiness, and an understanding of the effect of change.

 

Organizational readiness is a foundational tool to successfully mature PPM practices, and when people become the center of the solution’s architecture, all the pieces fall into place.  Knowledge of organizational readiness best practices, the support of corporate leaders and clear communication of the value of the change, enables positive business outcomes.  Other than technical constraints or a lack of process standards, the main issues that arise post-deployment are training, missed requirements, lack of use or dismissal of value . . . and these are all people issues.  A holistic approach to the implementation lifecycle, including user-centric system configuration and process alignment, would look like this:

Usability consultant Jakob Nielsen and computer science professor Ben Shneiderman have written (separately) about a framework of system acceptability, where usability is a part of "usefulness" and is composed of:

  • Learnability: How easy is it for users to accomplish basic tasks the first time they encounter the design?
  • Efficiency: Once users have learned the design, how quickly can they perform tasks?
  • Memorability: When users return to the design after a period of not using it, how easily can they re-establish proficiency?
  • Errors: How many errors do users make, how severe are these errors, and how easily can they recover from the errors?
  • Satisfaction: How pleasant is it to use the design?

 

When measuring these efficiencies in PPM, the following metrics can help guide us:

  • A focus on people (end users) throughout the implementation lifecycle
  • Click counts between system and process
  • Velocity of system and process steps
  • User surveys and intuitive GUI reviews
  • Beta and change request feedback
  • Data compliance and audit requirements tied to reporting
  • KPIs tied to business outcomes

 

As PPM system and process practitioners, we can greatly improve the value of a solution for our organizations by focusing on these suggestions for helping people through adoption strategies.

 

For readers interested in more detail, check out my Blog SeriesI encourage you to participate in the best-in-class CA Communities site, where we have access to our peers, events and support. You can also reach out to CA Services for individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and @PPMWarrior.

questions+and+answers.jpeg

 

It's great that we have such a vibrant community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every members' question so that no one goes away "empty handed".

 

Think you have a potential answer, Jump In!

Help a Fellow Community Member Out!

Here's the list of unanswered questions for this coming week. Grab one! 

V13.3 PMBOK Lessons Learned

Gannt Virtual Images wrong when Rolling Date equals blank

Document scanning

Availability, standard calendar & Resource Availabilty (Threshold)

"This field name is not known" error in BO - not in Crystal

Notification of resources when they are booked

Requisition notification does not go out when Booking Manager is changed

CA PPM SaaS 14.2 Corrupt Report

Project Percent Complete in Data warehouse

CA PPM SaaS 14.2 JasperSoft report error in Advanced Reporting

Team Allocations Calendar View

Requirements Hierarchy xog

Open as Pop-up not working from a object based portlet

We have clarity 13.1 and integrated with MSP but not able to change the scheduler path in NSA.

When will CA PPM 14.4 support Oracle 12.2.x for PPM Database?

Portfolio management waterline and ranking

PPM Data from DWH Report Connection (SaaS)

Jaspersoft Date filter (between) keeps changing by itself

How are PLANNED and BUDGET costs fields being calculated?

Jaspersoft Version after Patch

Generate a file in ANSI encoding

 

Thank You All for Your Efforts!

Chris

questions+and+answers.jpeg

 

It's great that we have such a vibrant community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every members' question so that no one goes away "empty handed".

 

Think you have a potential answer, Jump In!

Help a Fellow Community Member Out!

Here's the list of unanswered questions for this coming week. Grab one! 

Project Hierarchy based reporting and Jaspersoft

V13.3 PMBOK Lessons Learned

Gannt Virtual Images wrong when Rolling Date equals blank

process engines and bg services

Document scanning

Requirements and Releases in CA PPM

Availability, standard calendar & Resource Availabilty (Threshold)

"This field name is not known" error in BO - not in Crystal

'Assign To' in Action Item in Collaboration tab

Notification of resources when they are booked

Jaspersoft:  Resource Time Summary and Detail - error

Requisition notification does not go out when Booking Manager is changed

CA PPM SaaS 14.2 Corrupt Report

Replace Resource with Role

Project Percent Complete in Data warehouse

CA PPM SaaS 14.2 JasperSoft report error in Advanced Reporting

Datasource path for jdbc driver

Error when saving or creating projects (T_PROJECT_OODF_CA_PROJECT)

ACWP Not Updated by XOG Import Transaction & Financial Jobs Run

Is there a way to modify the display of Static Dependent Lists Lookups to include Description instead of level?

Automated disabling of report schedules in Jaspersoft

Can you lock down allocations for months that have passed?

When a new version of a report is published in Jaspersoft, can report schedules from previous report version be moved to new report version

Team Allocations Calendar View

 

Thank You All for Your Efforts!

Chris

Dear Community Member,

With so much going on in the CA Project and Portfolio Management Community I have consolidated recent activities in case you missed anything.

 

MEMBER ACTIVITY

Ask a Question, Get an Answer (June 3 - June 10)

It's great that we have such a vibrant community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every members' question so that no one goes away "empty handed".

questions and answers.jpeg

 

UPCOMING EVENTS

CA World '16 Call for Speakers is Now Open

LAST DAY IS FRIDAY 6/10! CA World is the best opportunity to learn more about CA software and partner solutions that fuel digital transformations. And we want you to be a part of it.

 

Got an Idea? We’re Listening CA World ’16 Session Ideation

If you’ve been a member of the CA Communities very long, you’re probably familiar with ideas and ideation – it’s how you can offer ideas on how to improve the CA products you use every day, vote on other members’ ideas and comment on them too.

Well, we’re bringing that capability to CA World ’16 programming!

The CA World team wants your event session ideas! If there is a session that you’d like to see at CA World ’16, just visit the session submission form and tell us about it. The CA World team will then review those ideas and we’ll post the best ones here in the CA World Community as ideas. You can vote them up or down and comment on them. The most popular session ideas will be considered for November at CA World ’16.

Keep an eye out for the first ideas, which we expect to post soon!

 

CA PPM Office Hours: A Live Online Chat (June 2016)

Have a question about CA Project and Portfolio Management? Connect with CA Technologies technical experts to get answers via Office Hours for CA PPM. Our team is here to help you get more out of your technology. Join us for one hour Thursday, June 9th @ 1 PM ET. NOTE - No audio is provided and all Q&A happens via online chat, making it a truly ‘fun’ event.

 

LIVE broadcast planned for June 7th 9am PST.

Tune in @CAPPM @CA_Agile to hear the big news!

CkDDHdnUYAAK2QL.jpg

 

CA EDUCATION UPDATE

The CA PPM 14.4 Learning Paths Are Now Available!

The CA PPM 14.4 Learning Paths are available for both functional and technical users!

 

PPM.jpeg

http://ca.com/chat

CA PPM

available worldwide

8am - 6pm

US Eastern Time

Additional Times May Apply

 

TECH TIPS AND OTHER HELPFUL INFO

CA PPM Community Sandbox - Upgrade

Install and Configure the Jaspersoft Studio Professional CA JDBC Adapter

Learn PPM with Rego: Custom Object's Sequence Table, Jaspersoft "Loading," Vendor Not Valid, First Day of Work Week, Delete Budget Plan, and Multi-Select OBS Filter

PMO Accelerator Advanced Reporting Content now Available from DocOps

CA PPM Generic Patch Release for 14.3.0.7                                                                                                                                                                                        

CA PPM Tuesday Tip - Conditional Formatting in Jaspersoft

Learn PPM with Rego: XOG, Gel Script Save, Rate Matrix with MSP, Duration, Java 8, and a 10 ALPHA Character Grab

Getting Started with Advanced Reporting with Jaspersoft

GA Announcement: CA PPM 14.4 Localized Documentation

Getting started with Rest API

Advance Reporting - Navigate right only does not allow to see/run JS reports

Best Practices for Ad Hoc Reporting Using Jaspersoft

How to Change Your Password in CA PPM

CA PPM Documentation

CA PPM Generic Patch Now Available for 14.3.0.6

CA Business Intelligence 3.3 (BusinessObjects) Replacement for PPM On Prem Customers

Task id(prexternalid, outofbox) editable in Openworkbench whereas in MSP not editable

How-to and troubleshooting articles about Jaspersoft

 

TOP 10 IDEAS BY LATEST ACTIVITY

Promote (copy) reporting content from one environment to another in SaaS - On Demand35NEW

Ability to extract OBS structure into a diagram82UNDER REVIEW

Process for object "Team"13NEW

Enable XOG for Action Items15NEW

XOG ability for Foreign Exchange Rates15NEW

Visual Indicator on Collapsible Sections4NEW

Hierarchical Parent & Child Object Linking in Processes10UNDER REVIEW

Integrate Jaspersoft reports in CA PPM80UNDER REVIEW

Prevent Deletion Flag on Tasks4NEW

A method for preventing PMs from deleting specific tasks and milestones27NEW

 

That's it for now folks but I'm sure there will be a lot more soon! Take a moment to get in on the discussions in Clarity PPM and make your voice heard!

 

Regards,

 

Chris_Hackett
Community Manager, Agile Management

beach.jpeg

questions+and+answers.jpeg

 

It's great that we have such a vibrant community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every members' question so that no one goes away "empty handed".

                                   

Think you have a potential answer, Jump In!

Help a Fellow Community Member Out!

Here's the list of unanswered questions for this coming week. Grab one! 

Resource Requisition

Allocation Portlet giving different result set for Resources filter and Department OBS filter

Regarding Update Earned Value and Cost Totals Job

Project Hierarchy based reporting and Jaspersoft

MSP2013 & 14.4 - issue with default allocation %

V13.3 PMBOK Lessons Learned

Gannt Virtual Images wrong when Rolling Date equals blank

process engines and bg services

Document scanning

Requirements and Releases in CA PPM

Availability, standard calendar & Resource Availabilty (Threshold)

"This field name is not known" error in BO - not in Crystal

'Assign To' in Action Item in Collaboration tab

Can I batch change users' license types?

jaspersoft report: users unable to view reports

 

Thank You All for Your Efforts!

Chris