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CA Clarity Tuesday Tip - Hidden Active Filter Field

  • 1.  CA Clarity Tuesday Tip - Hidden Active Filter Field

    Posted 10-16-2012 08:40 PM

    Per CA Clarity Project and Portfolio Manager Change Impact and Upgrade Guide for Clarity 12.1 Service Pack 1 - In the Studio Section or Chapter 2, a new hidden filter field has been provided to allow filtering on Resource's active status.

     

    Here is how you can configure a similar field for investment to show on the filter section for the Resource Planning page: Allocation tab: Weekly Detail portlet.

     

    1. Administration > Portlets > filter for "Weekly Detail"
    If you go to List Filter Section > Layout, you will not find the "Investment Active" field
    2. Go to Fields, change "Display" drop down from "Selected" to "All"
    3. Look for the field "Investment Active", when found click on the Properties icon
    4. Uncheck "Hidden in Filter" check box
    5. Save and Return

     

    Back on the portlet on the Home side, once you have clicked on the expand icon on the portlet (on 13.x this icon is placed on the far left right before the portlet name), you will now see the Investment Active filter field, and can set the value to either Yes or No to help narrow down the data returned on the portlet.

     

    You can take the same step to show the hidden "Active Resource" filter on the Workload portlet mentioned in the Change Impact and Upgrade guide.

     

    Reference TEC561174 for further information on how inactive status affects the Resource Workload portlet.



  • 2.  RE: CA Clarity Tuesday Tip - Hidden Active Filter Field

    Posted 10-24-2012 01:39 PM
    Thanks for the tip Connie! :grin:


  • 3.  RE: CA Clarity Tuesday Tip - Hidden Active Filter Field

    Posted 10-24-2012 03:47 PM
    Thank you Connie, this was super helpful for us. I hope all is well.

    Thanks
    Tammi


  • 4.  RE: CA Clarity Tuesday Tip - Hidden Active Filter Field

    Posted 10-26-2012 12:26 PM
    Hi Tammi!! :smile
    Glad it helped. We will have a new tip out for next week.

    Have a great weekend

    Connie
    (~ and Go Giants!!!)


  • 5.  RE: CA Clarity Tuesday Tip - Hidden Active Filter Field

    Posted 11-07-2012 04:17 PM
    Hi Connie

    I hope all is well. Are there any tips around Object Actions?

    Thanks
    Tammi


  • 6.  RE: CA Clarity Tuesday Tip - Hidden Active Filter Field

    Posted 11-07-2012 04:23 PM
    I do see documentation on Objects but I cant seem to give the user access to this action even though they have the rights needed.


  • 7.  RE: CA Clarity Tuesday Tip - Hidden Active Filter Field

    Posted 11-07-2012 08:27 PM
    Hi Tammi

    This KB TEC567196 may help: https://support.ca.com/irj/portal/kbtech?docid=567196

    If it doesn't please open a case with Support to check the specifics

    Thanks,
    Connie


  • 8.  RE: CA Clarity Tuesday Tip - Hidden Active Filter Field

    Posted 11-16-2012 10:47 AM
    Hi Connie,

    Okay I will check it out and see if I can troubleshoot it if not then I will open a case.

    Thanks
    Tammi


  • 9.  RE: CA Clarity Tuesday Tip - Hidden Active Filter Field

    Posted 10-29-2012 06:44 AM
    Hi Connie,

    Thanks a lot for this tip!

    Nei Villas Boas