Software Tool For PPM

Software for Project Portfolio Management  (Please check suppliers' websites to ensure accurate information)
Provider	Product	Focus
1000Minds	1000Minds	General / collaborative ranking, conjoint analysis / New Zealand / on site, SaaS
4c Systems	4c Portfolio Manager	General / project scoring / suite / UK / on site
Algorithmics	Algo Risk	Financial institutions / cap. allocation, risk, market data / Canada / on site
Artemis	Artemis 7	IT, new prods., gov / proj. & resource management, scoring / Int'l / on site, web
Asta	Teamplan	IT, professional services / project & resource management / UK / on site
Atlantic Global	PPM	IT, gen., mid-sized firms / demand, resource & fin. mngmnt. / UK / SaaS
AtTask	@Task	General, IT / proj. & resource management, workflow, suite / Int'l / SaaS
Augeo Software	Augeo5™ PPM	IT, prof. services, new products / project visibility & control / Europe / on site
Automation Centre	Project Tracker	General / proj. mngmt., Lotus & Microsoft Outlook based, suite / USA / web
Axium	Portfolio	Architecture & Eng / project management & resource planning / USA / on site
Barometrix	Precision IQ™	General / cost-benefit analysis, financials / USA / on site
Bicore	FlightMap	New prods. / preconfigured & custom models / Netherlands / web, hosted
BMC Software	PPM	IT / financial, governance, compliance, vendor management, suite / Int'l / on site
Borland	Tempo™	IT / project & demand management, scheduling, alignment / USA / on site, web
BOT International	Processes on Demand PMO	General, gov / project management, templates, scoring / Int'l / SaaS
CA	Clarity™	IT, new products / project & resource management, suite / Int'l / on site, SaaS
Canea	Canea Framework	Gen. / proj. & resource planning, prioritization, suite / Sweden / on-site, web
Cambridge Systematics	Prioritas™	Transportation / prioritization, custom models / USA, Netherlands / on site, web
Cardinis	Cardinis Suite	IT / strategy, planning & governance, EVM, suite / Italy / on site, web
Catalyze	Equity3	General / budgeting, prioritization based on MCDA / UK, New Zealand / desktop
Clarizen	Clarizen	General / project & resource management, status reporting / Int'l / SaaS
Compuware	Changepoint	IT, prof. services / proj. & resource management, suite / Int'l / on site, SaaS
Cogentus	Promax	Gen. / prioritization w/ funding constraints, custom models / UK, USA / desktop
CopperLeaf	ESP	Asset-intensive industries / planning, budgeting, prioritization / Canada / web
CorasWorks	PPM Version 1.3	Gen., gov / project tracking & reporting / Microsoft Sharepoint app / USA
Cranes Software	InventX™ ePM	New prods. / statistical analytics, customizable, suite / India / on site, web
Daptiv	Daptiv PPM	IT, HR / proj. & resource management, collaboration / Int'l / SaaS
Davies Consulting	AIS™	Energy, healthcare / prioritization, client value functions / USA / on site, web
Decision Lens	Decision Lens	Gen. / collaboration, custom rate-and-weight models, AHP / USA / on site, web
Dekker	PMIS™	General / project & resource management, scorecards / USA / on site, web
Deltek	Deltek Enterprise	General, gov / proj. & resource management, compliance, suite / USA, UK / web
Digite	PPM	IT / Scorecards, what-if analysis / USA, India / SaaS
D-Sight	D-Sight	Gen. / group dec-mkg., multi-crit., collab., PROMETHEE / Belgium / desk, web
Eclipse	Eclipse PPM	General / res. management, prioritization based on objectives / USA / SaaS
EDC Technology	Portfolio Intelligence	Mid-sized firms, schools / schedlng., trackng., scoring, modular / USA / SaaS
Enrich	EPS	Pharma, bio, high-tech / prioritization, cust. models / USA / on site, SaaS
EPM Live	PortfolioEngine	Gen. / planing, demand mgmt., alignmnt., MS SharePoint / USA / on site, SaaS
Expert Choice®	Comparion™ Suite	General / collaboration, scoring, AHP, suite / USA / standalone, SaaS
Folio Technologies	Folio Priority System	Various / portfolio optimization, internal modeling platform / USA / on site, SaaS
Fujitsu	sDIS+	Banking, finance / price & liquidity risk / Int'l / on site, web
Genius Inside	Genius Project	IT, new prods., prof. services / planning & execution, suite / Int'l / on site, SaaS
GenSight	Gensight® PPM	Various / stage-gate, scalable, alignment / genetic algorithms / UK, USA / web
Glomark-Governan	GeniusCompare/Optimizer™	Tech buyers / bus. case preparation, prioritization / USA, Mexico / standalone
Guidon	GuidonVue	Prof services / Six-Sigma, multi-project management / USA / SaaS
HP Software	PPM Center	IT / project & resource management, alignment, suite / Int'l / on site, SaaS
IBM	Rational Focal Point	IT / proj. & res. mngmnt., ALM, benefit scoring, suite / Int'l / on site, SaaS
i-lign	i-lign	Gen. / proj. & resource mngmnt., alignment / New Zealand / Java, web, SaaS
InfoHarvest	Criterium DecisionPlus®	General / multi-criteria decision software, custom models / USA / desktop
Innotas	PPM Solution	IT / governance; resource, financial & time mngmnt., alignment / USA /SaaS
Instantis	EnterpriseTrack™	IT, new prods. industry modules / project tracking, six sigma / USA, UK / SaaS
Inventx®	SP2M™	Industry templates / project & resource management, suite / India / web
iPlanWare	TeamWorks	IT, prof. services, R&D / project, time & resource management / UK / SaaS
i.s.edge	Project Network	General / Dashboard, project management, resource planning / USA / web
KeyedInSolutions	KeyedInProjects	General / project visibility, scoring, scalable, suite / USA / SAAS
Logical Decisions®	LDW Portfolio	General / budgeting, prioritization, custom MCDA models / USA / desktop
Lumina	Analytica	General / custom models, analysis, optimization / USA / desktop, on site
MaestroTec	Maestro-PPM	Prof services, IT / proj. & engagement management, suite / USA / on site, SaaS
Make It Rational	Make It Rational	General / collaborative ranking and decision making, AHP / Europe / SaaS
Meridian Systems	Proliance	Construction, prop. mgmt. / proj. lifecycle management / USA, Canada / on site
Metier	PPM Central	General / project & resource management, forecasting / USA / on site, SaaS
Microsoft	EPM	Gen., IT / proj. & resource mngmnt., alignment, AHP, suite / Int'l / on site, web
Mindmap	MindManager	IT / project planning, collaboration, strategic alignment / USA / Mac, web
OneDesk	OneDesk PPM	New products / Multi-project management, project planning / Canada / SaaS
Onepoint Software	Project Enterprise	Manufacturing / project, resource & collaboration / Europe, USA / on site, SaaS
OpenAir	Enterprise	Prof. services / project management, tracking & billing, EVM / USA / SaaS
Oracle	Crystal Ball®	General / risk analysis, simulation & opt., custom tools / Int'l / spreadsheet
Oracle E-Business	E-Business Suite	Gen. / resource, cust. relationship & supply chain mngmnt., suite / Int'l / web
Oracle Fusion	Fusion PPM	IT / collaboration, multi project management, suite / Int'l / web
Oracle JD Edwards	EnterpriseOne	Gen., gov., mid-sized firms / lifecycle; multi proj. mngmnt., billing / Int'l / web
Oracle PeopleSoft	PeopleSoft PPM	Prof. services, general / templates, project versions / Int'l / on site, web
Oracle Primavera	Primavera Enterprise PPM	Gen, construction / accounting, planning, resource mgmt. / Int'l / on site, web
Palisade	Decision Tools Suite	R&D, gen. / decision & risk modeling, cust. optimization tools / Int'l / Excel
Planisware	Planisware 5	New prods, IT, pharma, aero & defense / balance, algnmnt. / Int'l / on site, SaaS
PlanningForce	Portfolio Planner	Gen. / plan. & res. schdlg., direct priority assgnmt. / Belgium / desktop, onsite
PlanView	Enterprise™	IT, new prods. / proj. & resource management, collaboration, suite / Int'l / web
Portfolio Decisions	Customized software	General / consulting, process improvement, custom tools / USA / on site
Portfolio Decisionware	PDWare™	Gen., small firms / demand & capacity mngmnt., time tracking / USA / on site
Post Vision Technology	PPO™	Prof. services / collaboration, multi-project & res. mgmt. / South Africa / SaaS
PowerPlan	PowerPlant	Utilities / asset management, accounting, custom prioritization / USA / on site
PowerSteering	Enterprise	IT, new products / project management, alignment / USA / SaaS
Project Insight	Project Insight	General / project management, scorecard prioritization / USA / on site, SaaS
Project InVision	InVision 8	IT, prof. serv. / proj. & res. mgmt., alignmnt. / USA, UK, Mexico / on site, SaaS
Project.net	Project.net	General / scorecards, reporting, social networking, open source / USA / web
ProjectObjects	ProjectFolio	IT, new prods. / strategic alignment, targets, suite / Ireland, Italy, India / web
Projectplace	Projectplace	Gen. / collaboration, proj. planning, doc. mgmt. / Europe, India / SaaS, plug-in
Project Portfolio Office	Project Portfolio Office	Gen. / multi-proj, res. mgmt., planning, time cards, scoring / South Africa/ SaaS
ProModel	Portfolio Simulator	General / project management, collaboration, alignment / USA / desktop
Psoda Limited	Psoda	IT, testing, new prods. / proj. mngmnt., scoring / modular / New Zealand / SaaS
QuickArrow	PSA Solution	Prof. services / proj. & resource management, billing / USA / SaaS
SAP®	Port. & Proj. Management	Gen., IT, new products / lifecycle management, alignment, suite / Int'l / on site
Saviom Software	Saviom Project Management	Gen. / program, resource, proj. & time management / Australia, India / on site
Sciforma	Sciforma 4	Gen. / proj. management, scheduling, collaboration / USA / SaaS, on site
Semanticspace	PPM Studio	IT, gen. / proj. & resource mgmt., suite / Int'l / desktop, on site, SaaS
Sentient	PPM	Airlines, manufacturing / pipeline mgmt., suite / New Zealand / on site or SaaS
Serena	Mariner PPM	IT, gen. / proj. & resource management, alignment / USA, Brazil / SaaS
SigmaFlow®	Lean Six Sigma	Gen. / Multi-project tracking, templates, Six Sigma, scoring / USA / SaaS
Skire	Unifier™	Large projs., real estate, facilities / process automation, alignment / USA / web
Smart Org	Portfolio Navigator™	R&D, new prods. / simulation custm. value models, risk anal. / USA, UK / web
SOA Software	Eclipse PPM	IT / governance automation, alignment, suite / USA / mainframe, on site, web
Solution Q	Eclipse	General / risk balancing & reporting / USA / web
Sopheon	Accolade™	New prods. / roadmapping, simulation, strategic alignment / Int'l / web
Stand by Soft	RationalPlan Multi Project	General, small firms / multi-project & resource management / Romania / SaaS
Syncopation Software	DPL Portfolio	Gen. / decision trees, influence diagrams, portfolio optimization / USA / desktop
TeamDynamix	TDPortfolio Planning	Gov., colleges, construction / proj. management / USA / on site, web
Tenrox	PPM	Gen. / time & cost management, proj. execution, suite / Int'l / SaaS
UMS Group	POP©	Utilities / asset mgmt., optimization, custom models / Int'l / spreadsheet apps
UMT	Project Essentials	Gen. / proj. fin., optimization, integrates w/ Microsoft Proj Server / USA / on site
Unanet	Project Portfolio	Prof. services / proj., time & expense mgmt., suite / USA / on Site, SaaS
Unit 4	Agresso Business World	Gen. / res., payroll, proj. & procurement mgmt., suite / Netherlands / web
Vanguard Software	Business Analytics Suite™	Gen. / decision modeling, optimization / suite / USA / desktop
VCSonline	VPMi	General / project & resource management, scoring / USA / SaaS
XenLogic	TOBi	Prof. services / business intelligence, reporting, suite / USA / on site

Microsoft Project Issue with Clarity V13

we recently upgraded from V12.1 to V13 and everything works fine except the Microsoft Project Schedule.

When we try to export to MSP it opens up in MSP and downloads all the task and related information which we could see. Immediate after that it says removing says and all the task populated is getting removed and stays blank.
Not sure anyone face this issue.

Appreciate your feedback on this. 

Answer

We had a user with some issues using MSP 2007 and Clarity...we upgraded to MSP 2010 and problem solved. What we did: Upgrade to MSP 2010, then re-install the connector (MSP/Clarity)

Clarity Integration with Excel and Sharepoint

They are tools which can connect Clarity from Excel and Share point through web services.

Please use the below link and connect ITROI.

http://www.itroisolutions.com/en-us/it-roiproducts/ppmdocumentboss.aspx

PPM Document Boss Demo

Highlights:

• Supports Clarity - Risks, Issues and Change Requests
• Drag & Drop capabilities
• Upload, download capabilities
• Full integration with Microsoft Office 365
• Full search collaboration SharePoint functionality
• Ability to map network drives to Clarity Projects
• Utilize SharePoint as the document repository for Projects
• Fully integrated team and/or collaboration security from Clarity to Sharepoint
• No need for additional Clarity licenses to share documents throughout the enterprise

http://integration-bridge.com/downloads/guc/
path to download

PPM Excel Interface

Automatic data validation (avoid bad data load issues) for lookups, date fields, booleans, and numerics. • Validation directly against lookups in Clarity. • Fast reliable updates. • Fully auditable via staging tables, and logs. • Built in reporting for data loads (automatically generate NSQL Portlets of data loads). • Built in data validation, pinpoint data issues quickly. • Completely configurable interface for Clarity. • No limit to what data can be loaded/retrieved via our PPM Excel Interface.

Clarity Gel Script For Updating the Task attribute based on project attribute

<gel:script
xmlns:core="jelly:core"
xmlns:gel="jelly:com.niku.union.gel.GELTagLibrary"
xmlns:sql="jelly:sql" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"&rt;
<gel:setDataSource dbId="Niku"/&rt;
<core:catch var="v_exception_WBSO"&rt;
<sql:query var="qry_get_WBSO"&rt;
select
case odf.wbso_subsidy
when 'ws_yes' then 'Yes'
else 'No'
end wbso_subsidy
from odf_ca_project odf,prtask prt
where odf.id=prt.prprojectid
and prt.prid=(${gel_objectInstanceId})
</sql:query&rt;
<gel:log&rt;Update WBSO on Task level.(${gel_objectInstanceId})</gel:log&rt;

</core:catch&rt;
<core:choose&rt;
<core:when test="${v_exception_WBSO eq null}"&rt;
<core:set value="${qry_get_WBSO.rows[0].wbso_subsidy}" var="var_wbso"/&rt;
<gel:log&rt;Update var_wbso on Task level.(${var_wbso})</gel:log&rt;
<core:catch var="v_exception_update"&rt;
<sql:update&rt;
update odf_ca_task set wbso100 = ? where id=(${gel_objectInstanceId})
<sql:param value="${var_wbso}"/&rt;
</sql:update&rt;
</core:catch&rt;
<core:choose&rt;
<core:when test="${v_exception_update != null}"&rt;
<gel:log category="Update" level="ERROR"&rt;
Failure: Update WBSO on Task level.
</gel:log&rt;
</core:when&rt;
<core:otherwise/&rt;
</core:choose&rt;
</core:when&rt;
<core:otherwise&rt;
<gel:log&rt;Error in getting the WBSO of the project. ${v_exception_WBSO}</gel:log&rt;
        </core:otherwise&rt;
    </core:choose&rt;
</gel:script&rt;

Who can see the collabration tab in Clarity?

Project manager

Matrix Using Clarity

There is a requirement in Financial Management of Clarity

--  Resources are will work two different countries(USA,Europe)
 and need to update matrix in the back end. In the report the actual should calculate based on the country which resource works. 

I have updated the matrix based on the below Xog query 

   

       





   <?xml version="1.0" encoding="UTF-8"?>
<NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../xsd/nikuxog_matrix.xsd">
    <Header action="write" externalSource="NIKU" objectType="matrix" version="12.1.1.1208"/>
    <matrices>
        <matrix defaultCurrencyCode="EUR" name="Healthcare Design" type="Cost/Rate">
            <columns>
                <column name="resource"/>
            </columns>
            <matrixRows>

   

                  <   fromDate="2013-01-01" rate="104" resource="HCD0002"

                    standardCost="151" toDate="2013-12-31"/>

   

       

   

For pick the values based on the country/Operational OBS used below function in the backend(oracle) by using PL/SQL

CREATE OR REPLACE FUNCTION CLARITY.z_get_res_rate_fct (

   param_date           VARCHAR2,

   param_resource_id    VARCHAR2,

   param_obs_id         VARCHAR2)

   RETURN NUMBER

AS

   rate     NUMBER;

   matrix   NUMBER;

   matrix1  NUMBER; 

   param_obs_in NUMBER;

BEGIN

-- Actual cost -- if we works for same country project

   SELECT CASE 

             WHEN param_obs_id = 5003878  THEN 5002161 -- Europe

             WHEN param_obs_id = 5003879  THEN 5002360 -- United States

             WHEN param_obs_id = 5003880  THEN 5002161  -- China connect with Europe as per the requirment

             ELSE 0

          END into matrix

     FROM DUAL;

  

select nvl(( SELECT numval3

          FROM (  SELECT pmv.numval3

               FROM ppa_matrix pm, ppa_matrixvalues pmv

              WHERE     pm.matrixkey = pmv.matrixkey

                    AND value1 = param_resource_id

                    and pmv.matrixkey = nvl(matrix,pmv.matrixkey)

                    AND TO_CHAR (pmv.fromdate, 'YYYY') = param_date

           ORDER BY fromDate DESC, numval3 DESC) tes

    WHERE ROWNUM = 1),0) INTO rate from dual;

    

-- Standard cost -- If we works for different country project    

    

    IF RATE=0 THEN

    

    param_obs_in:=0;

        

        IF param_obs_id=5003878 THEN        

          param_obs_in:=5002360;

        ELSIF param_obs_id=5003879 THEN

          param_obs_in:=5002161;

        ELSIF param_obs_id=5003880 THEN

          param_obs_in:=5002360;

        END IF  ;

        

        

        SELECT param_obs_in INTO matrix1 FROM DUAL;

        

             SELECT numval2

             INTO rate

             FROM (SELECT pmv.numval2

                       FROM ppa_matrix pm, ppa_matrixvalues pmv

                      WHERE     pm.matrixkey = pmv.matrixkey

                            AND value1 = param_resource_id

                            and pmv.matrixkey = nvl(matrix1,pmv.matrixkey)

                            AND TO_CHAR (pmv.fromdate, 'YYYY') = param_date

                   ORDER BY fromDate DESC, numval3 DESC) tes WHERE ROWNUM = 1;

    END IF ;

   RETURN rate;

END;

/

Note: When ever do Matrix XOG writing for resources, make sure financial information configured in the resource level. If not configured it wont allow to write matrix for the resource in the back end.

What is the use partition in Clarity ?

Partition is one of the out of box concept and functionality in Clarity, which will help organization to keep one instance multiple discipline like sector wise configuration.

Create one clarity instance and host in to server, based on the sector (Healthcare, lighting, Consumer lifestyle etc..) you can do the partition and no need to create separate instance and licence.


Happy Knowledge
Bala

How many OBS level can create in Clarity?

We can create only 10 OBS level in clarity 12.1.0

Connecting CA Clarity PPM Through Visual Studio 2010

There is a requirement where we need to access clarity data through web service using Visual Studio 2010.

I have connected successfully using below code and steps and hope it helps

Steps In Clarity 

http://serverlocation/niku/wsdl/Query

The above path you can find the list of N-SQL query created in Clarity. If you want to your own customization query, go to clarity and click there is a menu list called Query.
Using N-SQL language you can create the query. after creation you find the query name using the above link.

For example : 
In clarity, i am going to create Query name called "Resource_data", once created  you can access through
this URL : http://serverlocation/niku/wsdl/Query/Resource_data


Steps in Visual Studio 2010

http://serverlocation/niku/wsdl/Query/Resource_data

This is the link we are going to use for accessing the clarity data from Visual Studio 2010.

Step1:

Create one new Web Application/Stand alone project

Step2:

Go To Solution explorer. --> Using Service Reference -- Connect Above mentioned URL.

Step3:

After successful completion of above step, please declare the service name in the top of page.
and start accessing all the classes and method.

Sample Source code based on URL mentioned.


            string sessionId = string.Empty;
            Auth objAuth = new Auth();
            objAuth.Username = "XOG_USER";
            objAuth.Password = "test";


           
         
           Resource_dataFilter objFilter = new Resource_dataFilter();
            objFilter.res_id = "5015283";
            Resource_dataQuery objResourcequery = new Resource_dataQuery();
            objResourcequery.Code = "Resource_data";
            objResourcequery.Filter = objFilter;

            Resource_dataQueryResult objectresult = new Resource_dataQueryResult();
                   
            Resource_dataQueryPortClient objClient = new Resource_dataQueryPortClient();
            sessionId = objClient.WrappedLogin("XOG_USER", "test");
         
            objectresult = objClient.Query(objAuth, objResourcequery);

This example based on the resource id will receive all the respective data through WSDL.
Note: In the source code, highlighted one vary based your URL and query name.

Happy Coding 
Bala

List of Resource Based on Role in Clarity

I am downloading the resources who is having the access to create the task under project.

Sample query


SELECT user_id,user_name
FROM cmn_sec_assgnd_obj_perm_r_v
WHERE object_type = 'RECORD'
AND object_code = 'PRJ_PROJECT'
AND permission_code IN ('prProjectViewer')
AND component_code = 'PRJ'

Happy Coding

Bala

Actuate Spreed Sheet - Connect and Configure Database

As i mentioned in the earlier post and open .vts file.

Step 1:

Click "Data Manager" in Data menu

Step 2:

You can use below connectivity to connect respective destination

- ODBC connection
- JDBC Connection
- File/URL Connection
- SAP Connection
- XML Connection
- Actuate data integration service connection

Step 3:

I have used ODBC connection to connect database for my report.

Note: There is a challenge, some time TNSnames.ora file configuration will not work here. better to create new connectivity datasource by using ODBC connection in control panel.
Also note: windows 7 - we need to use odbc bat file to create new datasource

happy coding
Bala