Clarity

Release 14.1 provides a manual way to forecast and preserve planned units, cost, and revenue for non-labor resources. When you select this option, team allocation or assignment ETC from non-labor resources and roles is skipped during the auto-population of a cost plan. For example, Populate from Investment Team. When you unselect this option, cost plan population functions as it has in previous releases. In this case, all data for an investment is included in the cost plan.

Learn more about this new option, including tips and best practices by reading today's featured article on the CA Clarity PPM Cookbook contributed by Connie Fu, Senior Support Engineer at CA Technologies.

Thanks for sharing this, John

NJ

You're welcome NJ - hope you find this article useful!

Thanks for the tip John!

JOHN George wrote:

 

Release 14.1 provides a manual way to forecast and preserve planned units, cost, and revenue for non-labor resources. When you select this option, team allocation or assignment ETC from non-labor resources and roles is skipped during the auto-population of a cost plan. For example, Populate from Investment Team. When you unselect this option, cost plan population functions as it has in previous releases. In this case, all data for an investment is included in the cost plan.

 

Learn more about this new option, including tips and best practices by reading today's featured article on the CA Clarity PPM Cookbook contributed by Connie Fu, Senior Support Engineer at CA Technologies.

Thanks John.

useful new functionality

You're welcome am1!

For anyone currently doing planning on non-labor resources and roles in cost plans that use the Populate feature, please do make sure testing is done particularly for this (excerpt from the cookbook):

However, if cost plan population added a row previously (pre-14.1), the row is deleted during cost plan repopulation.

this means specifically -

If in a pre-14.x version you have a cost plan that was populated from team/assignment, and there is a row brought in by population (not manually added) for your non-labor resource or role, even if you have then manually entered Planned Units and/or Planned Cost on this row -> on 14.1 if you enable the option to skip non-labor and populate this same cost plan, that row will be deleted/wiped out.

The removal of planned data on a row that was previously created by the populate action when a match is no longer found during populate, is not new

Hi Connie,

This should probably be asked in a separate thread, but do you know if there is any way to preserve revenue values when populating?

thanks

Hi Andy

no if planned units and planned cost would be replaced