Software
for Project Portfolio Management
(Please check suppliers' websites to ensure accurate information) |
||
Provider
|
Product
|
Focus
|
1000Minds
|
General / collaborative ranking, conjoint analysis / New
Zealand / on site, SaaS
|
|
4c Portfolio Manager
|
General / project scoring / suite / UK / on site
|
|
Algo Risk
|
Financial institutions / cap. allocation, risk, market data /
Canada / on site
|
|
Artemis 7
|
IT, new prods., gov / proj. & resource management, scoring
/ Int'l / on site, web
|
|
Teamplan
|
IT, professional services / project & resource management
/ UK / on site
|
|
PPM
|
IT, gen., mid-sized firms / demand, resource & fin.
mngmnt. / UK / SaaS
|
|
@Task
|
General, IT / proj. & resource management, workflow, suite
/ Int'l / SaaS
|
|
Augeo5™ PPM
|
IT, prof. services, new products / project visibility &
control / Europe / on site
|
|
Project Tracker
|
General / proj. mngmt., Lotus & Microsoft Outlook based,
suite / USA / web
|
|
Portfolio
|
Architecture & Eng / project management & resource
planning / USA / on site
|
|
Precision IQ™
|
General / cost-benefit analysis, financials / USA / on site
|
|
FlightMap
|
New prods. / preconfigured & custom models / Netherlands /
web, hosted
|
|
PPM
|
IT / financial, governance, compliance, vendor management,
suite / Int'l / on site
|
|
Tempo™
|
IT / project & demand management, scheduling, alignment /
USA / on site, web
|
|
Processes on Demand PMO
|
General, gov / project management, templates, scoring / Int'l
/ SaaS
|
|
Clarity™
|
IT, new products / project & resource management, suite /
Int'l / on site, SaaS
|
|
Canea Framework
|
Gen. / proj. & resource planning, prioritization, suite /
Sweden / on-site, web
|
|
Prioritas™
|
Transportation / prioritization, custom models / USA,
Netherlands / on site, web
|
|
Cardinis Suite
|
IT / strategy, planning & governance, EVM, suite / Italy /
on site, web
|
|
Equity3
|
General / budgeting, prioritization based on MCDA / UK, New
Zealand / desktop
|
|
Clarizen
|
General / project & resource management, status reporting
/ Int'l / SaaS
|
|
Changepoint
|
IT, prof. services / proj. & resource management, suite /
Int'l / on site, SaaS
|
|
Promax
|
Gen. / prioritization w/ funding constraints, custom models /
UK, USA / desktop
|
|
ESP
|
Asset-intensive industries / planning, budgeting,
prioritization / Canada / web
|
|
PPM Version 1.3
|
Gen., gov / project tracking & reporting / Microsoft
Sharepoint app / USA
|
|
InventX™ ePM
|
New prods. / statistical analytics, customizable, suite /
India / on site, web
|
|
Daptiv PPM
|
IT, HR / proj. & resource management, collaboration /
Int'l / SaaS
|
|
AIS™
|
Energy, healthcare / prioritization, client value functions /
USA / on site, web
|
|
Decision Lens
|
Gen. / collaboration, custom rate-and-weight models, AHP / USA
/ on site, web
|
|
PMIS™
|
General / project & resource management, scorecards / USA
/ on site, web
|
|
Deltek Enterprise
|
General, gov / proj. & resource management, compliance,
suite / USA, UK / web
|
|
PPM
|
IT / Scorecards, what-if analysis / USA, India / SaaS
|
|
D-Sight
|
Gen. / group dec-mkg., multi-crit., collab., PROMETHEE /
Belgium / desk, web
|
|
Eclipse PPM
|
General / res. management, prioritization based on objectives
/ USA / SaaS
|
|
Portfolio Intelligence
|
Mid-sized firms, schools / schedlng., trackng., scoring,
modular / USA / SaaS
|
|
EPS
|
Pharma, bio, high-tech / prioritization, cust. models / USA /
on site, SaaS
|
|
PortfolioEngine
|
Gen. / planing, demand mgmt., alignmnt., MS SharePoint / USA /
on site, SaaS
|
|
Comparion™ Suite
|
General / collaboration, scoring, AHP, suite / USA /
standalone, SaaS
|
|
Folio Priority System
|
Various / portfolio optimization, internal modeling platform /
USA / on site, SaaS
|
|
sDIS+
|
Banking, finance / price & liquidity risk / Int'l / on
site, web
|
|
Genius Project
|
IT, new prods., prof. services / planning & execution,
suite / Int'l / on site, SaaS
|
|
Gensight® PPM
|
Various / stage-gate, scalable, alignment / genetic algorithms
/ UK, USA / web
|
|
GeniusCompare/Optimizer™
|
Tech buyers / bus. case preparation, prioritization / USA,
Mexico / standalone
|
|
GuidonVue
|
Prof services / Six-Sigma, multi-project management / USA /
SaaS
|
|
PPM Center
|
IT / project & resource management, alignment, suite /
Int'l / on site, SaaS
|
|
Rational Focal Point
|
IT / proj. & res. mngmnt., ALM, benefit scoring, suite /
Int'l / on site, SaaS
|
|
i-lign
|
Gen. / proj. & resource mngmnt., alignment / New Zealand /
Java, web, SaaS
|
|
Criterium DecisionPlus®
|
General / multi-criteria decision software, custom models /
USA / desktop
|
|
PPM Solution
|
IT / governance; resource, financial & time mngmnt.,
alignment / USA /SaaS
|
|
EnterpriseTrack™
|
IT, new prods. industry modules / project tracking, six sigma
/ USA, UK / SaaS
|
|
SP2M™
|
Industry templates / project & resource management, suite
/ India / web
|
|
TeamWorks
|
IT, prof. services, R&D / project, time & resource
management / UK / SaaS
|
|
Project Network
|
General / Dashboard, project management, resource planning /
USA / web
|
|
KeyedInProjects
|
General / project visibility, scoring, scalable, suite / USA /
SAAS
|
|
LDW Portfolio
|
General / budgeting, prioritization, custom MCDA models / USA
/ desktop
|
|
Analytica
|
General / custom models, analysis, optimization / USA /
desktop, on site
|
|
Maestro-PPM
|
Prof services, IT / proj. & engagement management, suite /
USA / on site, SaaS
|
|
Make It Rational
|
General / collaborative ranking and decision making, AHP /
Europe / SaaS
|
|
Proliance
|
Construction, prop. mgmt. / proj. lifecycle management / USA,
Canada / on site
|
|
PPM Central
|
General / project & resource management, forecasting / USA
/ on site, SaaS
|
|
EPM
|
Gen., IT / proj. & resource mngmnt., alignment, AHP, suite
/ Int'l / on site, web
|
|
MindManager
|
IT / project planning, collaboration, strategic alignment /
USA / Mac, web
|
|
OneDesk PPM
|
New products / Multi-project management, project planning /
Canada / SaaS
|
|
Project Enterprise
|
Manufacturing / project, resource & collaboration /
Europe, USA / on site, SaaS
|
|
Enterprise
|
Prof. services / project management, tracking & billing,
EVM / USA / SaaS
|
|
Crystal Ball®
|
General / risk analysis, simulation & opt., custom tools /
Int'l / spreadsheet
|
|
E-Business Suite
|
Gen. / resource, cust. relationship & supply chain
mngmnt., suite / Int'l / web
|
|
Fusion PPM
|
IT / collaboration, multi project management, suite / Int'l /
web
|
|
EnterpriseOne
|
Gen., gov., mid-sized firms / lifecycle; multi proj. mngmnt.,
billing / Int'l / web
|
|
PeopleSoft PPM
|
Prof. services, general / templates, project versions / Int'l
/ on site, web
|
|
Primavera Enterprise PPM
|
Gen, construction / accounting, planning, resource mgmt. /
Int'l / on site, web
|
|
Decision Tools Suite
|
R&D, gen. / decision & risk modeling, cust.
optimization tools / Int'l / Excel
|
|
Planisware 5
|
New prods, IT, pharma, aero & defense / balance, algnmnt.
/ Int'l / on site, SaaS
|
|
Portfolio Planner
|
Gen. / plan. & res. schdlg., direct priority assgnmt. /
Belgium / desktop, onsite
|
|
Enterprise™
|
IT, new prods. / proj. & resource management,
collaboration, suite / Int'l / web
|
|
Customized software
|
General / consulting, process improvement, custom tools / USA
/ on site
|
|
PDWare™
|
Gen., small firms / demand & capacity mngmnt., time
tracking / USA / on site
|
|
PPO™
|
Prof. services / collaboration, multi-project & res. mgmt.
/ South Africa / SaaS
|
|
PowerPlant
|
Utilities / asset management, accounting, custom
prioritization / USA / on site
|
|
Enterprise
|
IT, new products / project management, alignment / USA / SaaS
|
|
Project Insight
|
General / project management, scorecard prioritization / USA /
on site, SaaS
|
|
InVision 8
|
IT, prof. serv. / proj. & res. mgmt., alignmnt. / USA, UK,
Mexico / on site, SaaS
|
|
Project.net
|
General / scorecards, reporting, social networking, open
source / USA / web
|
|
ProjectFolio
|
IT, new prods. / strategic alignment, targets, suite /
Ireland, Italy, India / web
|
|
Projectplace
|
Gen. / collaboration, proj. planning, doc. mgmt. / Europe,
India / SaaS, plug-in
|
|
Project Portfolio Office
|
Gen. / multi-proj, res. mgmt., planning, time cards, scoring /
South Africa/ SaaS
|
|
Portfolio Simulator
|
General / project management, collaboration, alignment / USA /
desktop
|
|
Psoda
|
IT, testing, new prods. / proj. mngmnt., scoring / modular /
New Zealand / SaaS
|
|
PSA Solution
|
Prof. services / proj. & resource management, billing /
USA / SaaS
|
|
Port. & Proj. Management
|
Gen., IT, new products / lifecycle management, alignment,
suite / Int'l / on site
|
|
Saviom Project Management
|
Gen. / program, resource, proj. & time management /
Australia, India / on site
|
|
Sciforma 4
|
Gen. / proj. management, scheduling, collaboration / USA /
SaaS, on site
|
|
PPM Studio
|
IT, gen. / proj. & resource mgmt., suite / Int'l /
desktop, on site, SaaS
|
|
PPM
|
Airlines, manufacturing / pipeline mgmt., suite / New Zealand
/ on site or SaaS
|
|
Mariner PPM
|
IT, gen. / proj. & resource management, alignment / USA,
Brazil / SaaS
|
|
Lean Six Sigma
|
Gen. / Multi-project tracking, templates, Six Sigma, scoring /
USA / SaaS
|
|
Unifier™
|
Large projs., real estate, facilities / process automation,
alignment / USA / web
|
|
Portfolio Navigator™
|
R&D, new prods. / simulation custm. value models, risk
anal. / USA, UK / web
|
|
Eclipse PPM
|
IT / governance automation, alignment, suite / USA /
mainframe, on site, web
|
|
Eclipse
|
General / risk balancing & reporting / USA / web
|
|
Accolade™
|
New prods. / roadmapping, simulation, strategic alignment /
Int'l / web
|
|
RationalPlan Multi Project
|
General, small firms / multi-project & resource management
/ Romania / SaaS
|
|
DPL Portfolio
|
Gen. / decision trees, influence diagrams, portfolio
optimization / USA / desktop
|
|
TDPortfolio Planning
|
Gov., colleges, construction / proj. management / USA / on
site, web
|
|
PPM
|
Gen. / time & cost management, proj. execution, suite /
Int'l / SaaS
|
|
POP©
|
Utilities / asset mgmt., optimization, custom models / Int'l /
spreadsheet apps
|
|
Project Essentials
|
Gen. / proj. fin., optimization, integrates w/ Microsoft Proj
Server / USA / on site
|
|
Project Portfolio
|
Prof. services / proj., time & expense mgmt., suite / USA
/ on Site, SaaS
|
|
Agresso Business World
|
Gen. / res., payroll, proj. & procurement mgmt., suite /
Netherlands / web
|
|
Business Analytics Suite™
|
Gen. / decision modeling, optimization / suite / USA / desktop
|
|
VPMi
|
General / project & resource management, scoring / USA /
SaaS
|
|
TOBi
|
Prof. services / business intelligence, reporting, suite / USA
/ on site
|
|
Sharing knowledge in Project, Program, Portfolio Innovation Management (PPIM) and various Technology.
Wednesday, March 6, 2013
Software Tool For PPM
Tuesday, March 5, 2013
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.
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
http://integration-bridge.com/downloads/guc/
path to download
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
• 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.
|
Wednesday, February 27, 2013
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;
Tuesday, February 19, 2013
Monday, February 18, 2013
Matrix Using Clarity
There is a requirement in Financial Management of Clarity
<?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>
-- 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.
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
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
Wednesday, February 13, 2013
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
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);
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
Monday, February 11, 2013
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
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
Actuate Spread Sheet Configure for existing report to modify
Step 1:
Install Actuate Spread Sheet report version 7
Step 2:
Download, There is a file name with extension called VTF.
Step 3:
Convert VTF extension in to .ZIP file and extract all the files.
Step 4:
After extraction, you can see three files with .vts,.guid and rop.
Example:
test.vts
test.guid
test.rop
Step 5:
we will take example of above mentioned files. open "test.vts" file, then it will take in to spreed sheet report to do the changes.
Note: The version 7, will not allow to open immediately, again you have to open same file by using
menu option "open".
Wednesday, January 30, 2013
Clearing the Caches in Clarity
In the URL
please type "Security.caches" in the clarity URL(Refer below URL) and enter you will see some buttons with flush and flush all.
please click on flush all and it will clear your cache.
http://serverlocation/niku/app?action=security.caches
happy coding
Bala
Tuesday, January 22, 2013
Clarity important tables to connect project and task.
Clarity important tables to connect project and task.
They are three tables
- odf_ca_project ( This will have the all the attributes created for project)
- odf_ca_task ( This will have the all the attributes created for tasks under project)
- prtask ( This is important table which will connect the project and tasks by using project id.)
Sample query to connect the task and project by using prtask table.
They are three tables
- odf_ca_project ( This will have the all the attributes created for project)
- odf_ca_task ( This will have the all the attributes created for tasks under project)
- prtask ( This is important table which will connect the project and tasks by using project id.)
Sample query to connect the task and project by using prtask table.
update odf_ca_task oct
set oct.wbso100 = 'Yes'
where oct.id in (select prt.prid from odf_ca_project odf,prtask prt
where prt.prprojectid = odf.id
and odf.wbso_subsidy = 'ws_yes');
Happy coding
Bala
Monday, January 21, 2013
Clarity 13 Offline Time sheet Will not be avilable
Clarity 13 Offline Time sheet
Offline time sheet will not available any more in clarity 13 release.
Configuring Actuate Spread Sheet Report.
Step 1:
Install actuate spread sheet report from Actuate website.
Mentioned below file require to do the modification.
Example: R175_Phi_Month_v0.1_qa.VTX design file you will get
Step 2:
Convert to the above file to zip file like this R175_Phi_Month_v0.1_qa.ZIP
Step 3:
After converting extract the zip file and you will fine three files.
- R175_Phi_Month_v0.1_qa.guid (Guid File)
- R175_Phi_Month_v0.1_qa (Actuate parameter Template)
- R175_Phi_Month_v0.1_qa (Formula one file)
Click on the Actuate parameter template file, it will open in the spread sheet environment.
some time if does not open, please reopen through actuate spread sheet.
Step 4:
After opening go to Data file and then click "Data manager", you can find the connection and query,
if you have any connection issue in the odbc. create connection through ODBC driver.
Happy coding
Bala
Create ODBC connection using Windows 7
Step 1:
open this path in windows C:\Windows\SysWOW64
Step 2:
Please click on this file :odbcad32
Step 3:
After clicking the above mentioned file, it will open popup window with contains multiple tabs.
Step 4:
please open "System DSN" tab to select and add the ODBC connection to respective database servers
Happy coding
Bala
open this path in windows C:\Windows\SysWOW64
Step 2:
Please click on this file :odbcad32
Step 3:
After clicking the above mentioned file, it will open popup window with contains multiple tabs.
Step 4:
please open "System DSN" tab to select and add the ODBC connection to respective database servers
Happy coding
Bala
Monday, December 17, 2012
Clarity 13 Performance
Clarity 13 Partial load
When you make changes in the page only part of the page needs to be refreshed. instead of whole page like previous version of clarity.
You will notice that there is now a # sign in the URL. This is what allows clarity reload/redraw part of the page instead of whole page.
When you make changes in the page only part of the page needs to be refreshed. instead of whole page like previous version of clarity.
You will notice that there is now a # sign in the URL. This is what allows clarity reload/redraw part of the page instead of whole page.
Monday, December 3, 2012
Actuate Chart Report
Dynamically changing the chart value by using the CustomizeCategoriesAndSeries event
Sub CustomizeCategoriesAndSeries( baseLayer As AcChartLayer, overlayLayer As AcChartLayer, studyLayers() As AcChartLayer )
Super::CustomizeCategoriesAndSeries( baseLayer, overlayLayer, studyLayers )
Dim checkMonth as integer
checkMonth=month(now)
if(checkMonth<>1) then
Dim numberOfSeries As Integer
numberOfSeries = baseLayer.GetNumberOfSeries( )
Dim seriesIndex As Integer
For seriesIndex =checkMonth To numberOfSeries
Dim series As AcChartSeries
Set series = baseLayer.GetSeries( seriesIndex )
Dim point As AcChartPoint
Dim pointIndex As Integer
Set point = series.GetPoint( 1 )
point.SetYValue(0)
Next seriesIndex
end if
End Sub
Sub CustomizeCategoriesAndSeries( baseLayer As AcChartLayer, overlayLayer As AcChartLayer, studyLayers() As AcChartLayer )
Super::CustomizeCategoriesAndSeries( baseLayer, overlayLayer, studyLayers )
Dim checkMonth as integer
checkMonth=month(now)
if(checkMonth<>1) then
Dim numberOfSeries As Integer
numberOfSeries = baseLayer.GetNumberOfSeries( )
Dim seriesIndex As Integer
For seriesIndex =checkMonth To numberOfSeries
Dim series As AcChartSeries
Set series = baseLayer.GetSeries( seriesIndex )
Dim point As AcChartPoint
Dim pointIndex As Integer
Set point = series.GetPoint( 1 )
point.SetYValue(0)
Next seriesIndex
end if
End Sub
Tuesday, May 15, 2012
Full Text Search in SQL Server 2012
The Full Text Search in SQL Server 2012 has been enhanced by allowing you to search and index data stored in extended properties or metadata. Consider a PDF document that has "properties" filled in like Name, Type, Folder path, Size, Date Created, etc. In the newest release of SQL Server, this data could be indexes and searched along with the data in the document itself. The data does have to be exposed to work, but it's possible now
Ad-Hoc Query Paging in Sqlserver 2012
Ad-Hoc Query Paging:
| Paging results in SQL Server has been discussed for years. The Order By option in the SQL SELECT statement has been enhanced in SQL Server 2012. Using a combination of OFFSET and FETCH along with ORDER BY gives you control of paging through a result set. Using this technique can really help performance by bring back only the results you want to show to your users when they are needed. The following TSQL code runs against the Person table in the AdventureWorks sample database (available from Microsoft). In the sample query below, SQL Server would return 10 records beginning with record 11. The OFFSET command provides a starting point for the SELECT statement in terms of paging, and the FETCH command provides how many records to return at a time. | SELECT BusinessEntityID, FirstName, LastName FROM Person.Person ORDER BY BusinessEntityID OFFSET 10 ROWS FETCH NEXT 10 ROWS ONLY; |
Sunday, May 6, 2012
Drag & Drop Feture using HTML 5
I like personally this new interesting feature, two years back i was done manually through javascript by using list in html and took time. Now in HTML 5 made very simple.
New Features in HTML 5
- New feaures should be based on HTML, DOM, CSS3 and Javascript
- Reduce the need of external plugins (like flash)
- Better error handling
- More markup to replace scripting
- HTML 5 should be device independent.
- Reduce the need of external plugins (like flash)
- Better error handling
- More markup to replace scripting
- HTML 5 should be device independent.
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