Description:
Prior to 12.0.5 attributes such as Actuals, ETC, etc are not showing any data on the Portfolio Scorecard Investments Portlets, on 12.0.5 these attributes are no longer listed in the Available Column for both Layout and Filter areas.
On 12.0.6 custom attributes I define on the Project object also disappear from filter configuration. Why is this and how can I view data from these attributes in Portfolios?
Solution:
Attributes can be displayed and filtered in portfolios based on Portlet’s data provider as well as the origin of the attributes. This design has been reinforced in 12.1 and higher versions to ensure consistency.
You can find out what a Portlets uses for its data provided by navigating from the Portlets to Actions -> Configure ->General -> Data Provider field.
The data provider for the Out of the Box Portlets’Investments’ is “Portfolio: All Investment Types”. This means only attributes defined on the abstract object Investments will display values and be used for filtering on this Portlets. These attributes should be visible on the CA Clarity Studio -> Objects -> Investment -> Attributes page.
Prior to 12.0.5, attributes that are not defined on the Investment object are available for configuration and filtering, however they do not provide values, nor do they filter correctly. Some examples of these attributes are Actuals, ETC, and Department.
On 12.0.5 stock attributes that are not defined on the Investment object are no longer available for configuration or filtering.
On 12.0.6 all stock and custom attributes that are not defined on the Investment object are no longer available for configuration or filtering.
On 12.1 the change made to 12.0.6 was reverted so that these attributes are available for the All Investments data provider:

stock attributes defined on the Investment object
custom attributes defined on the Investment object
custom attributes defined on other investment objects such as Project, Asset, Application, Idea and so on.

To view attributes for a specific object you can create a custom Portlets using the corresponding data provider. For example, to see Actuals, ETC and Department fields for all projects you can do the following:

1. CA Clarity Studio -> Portlets -> New -> Grid -> fill out required fields, choose Instance Type “Portfolio” and Data Provider “Portfolio: Projects only”.

 

1. Configure the layout for this Portlets to include fields that you want to see, for example, Investment ID, Name and Actuals.

 

1. CA Clarity Studio -> Portlets Pages -> Portfolio Default Layout -> Tabs -> Scorecard -> Content -> add your new Portlets -> Save.

 

1. Click on the Page Filters link and the Filter Mappings icon, populate the mapping fields for your new Portlets -> Submit.

 

Optionally you can publish this configuration from the Scorecard Tab Properties page.

Your new Portlets should be visible in portfolios and show data for project attributes.