Add Project attributes to the Weekly Detail Portlet

Products

• CA Identity Manager
• CA Identity Governance
• CA Identity Portal
• Clarity PPM On Premise

Issue/Introduction

We have to update a portlet available on Home > Resource Management: Resource Planning > Allocations tab. We have to add 4 new custom attributes(available in Project object). But we are not able to edit its System Provider "Team Allocations". Please let me know how to edit this portlet.

Steps to Reproduce:

1. Login to Clarity
   
   
2. Navigate to Resource Planning > Allocations Tab > Weekly Detail Portlet (action=projmgr.weeklyDetail)

Environment

Release: All
Component: Clarity Studio

Resolution

The Resource Planning > Allocations tab has a portlet named 'Weekly Detail' (ID=projmgr.weeklyDetail).

This portlet uses the Data Provider named 'Team Allocations'. This is the Data provider for Team object with timescaled and aggregation support.

This data provider will display attributes available from the 'Team' Object.

If you wans to display attributes from the 'Project' Object on this data provider it can be accomplished by creating 'Virtual' attributes on the 'Team' object that reference the Project attribute.

Virtual attributes can be created on the Child Object for any attribute available on the Master Object.

Steps to Configure:

1. Login to Clarity as an administrator user
   
   
2. Administration > Studio: Objects > Team Object > Attributes
   
   
3. Click 'New Virtual' button
   
   
4. Step 1 of 2: Select Attributes of Referenced Items
   
   In the Filter Section, select 'Project' or 'Investment' as the Master Object
   Click 'Filter' button
   Locate, select/check the appropriate project attribute
   Click 'Add' button
   
   
5. Step 2 of 2: Define Labels
   
   Fill in Attribute Label and Attribute ID
   This is the name of the attribute that will be shown on the Team Object
   Click 'Finish' button
   
   
6. Administration > Studio: Portlets
   
   Locate, open Portlet ID 'projmgr.weeklyDetail'
   
   
7. Navigate to List Column Section : Layout
   
   Add the new virtual attribute to the Layout
   Click 'Save' button
   Make further configuration modifications on the field properties if needed
   
   
8. Navigate to the Grid Portlet: General Properties page
   
   Click 'Publish' button to push out new configuration to all end-users

NOTE: clicking 'Publish' will reset all end-user configurations to this portlet.