Performance Issue in Resource Planning Portlets for users with 'Instance' or 'OBS' access in PPM

Document ID : KB000018443
Last Modified Date : 25/10/2018
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On the Weekly Detail or Booking Status Portlets in CA Project & Portfolio Management (PPM), the query takes huge amount of time to return results. The performance degrades as the data volume increases.

This happens when the user has instance or OBS Level access to a larger number of resources.

Steps to Reproduce:

  1. Log in to the application as an administrator user
  2. Create a user profile granting 'Instance' or 'OBS' security access rights to view or book other resources for resource planning purposes (it does not matter how many instances the user has access granted to view)
    Example: Grant 'Resource - View Book', 'Resource - View Book - All' and 'Project - View Management' to a user through an OBS unit
  3. Log in as the user defined with non-global security access rights to view resources
  4. Navigate to Home, Resource Planning, Weekly Detail or Booking Status portlet

Expected Result: To display results in a reasonable time regardless of the security access granted to the user.

Actual Result: It takes a long time to display results or never returns results. Performance degrades as the number of instances increases granted to the user access.   


The intention of the design and use of these portlets is for a Resource Manager having access to a limited number of resources in the system for managing the planning aspect of investment work.  It is not intended for use as a reporting tool, please use a reporting tool or the data warehouse.

As referenced in the Resource Management section of the Getting Started with Classic CA PPM documentation, configuring a user with Instance or OBS Unit access for a larger number of resources may impact the performance of these portlets. There are a few configuration changes that can be implemented that will help to improve the performance for these portlets. You can implement some or all configuration ideas.

  1. Grant the global access right 'Resource - View Book - All'. Note this configuration change will allow the user to view all resources in the system. In extreme cases where a resource manager manages a large portion of the user base the use of global rights might be considered. Warning: Granting of global rights can cause other performance issues when aggregation rows are added to the portlets.
  2. When navigating to the page with the portlet and to reduce the amount of data returned in the results, the 'Show All' button can be removed in the Filter section by configuring at least one filter attribute as a 'Required' field.
    The field that is configured as 'Required' can be any available field. When a 'Required' field is configured as a visible attribute in the Filter Section, it will ask for a default value. Once the field has been configured and saved, this becomes the system default filter criteria and you will no longer see the 'Show All' button. Be sure to 'Publish' this configuration change. NOTE: Publishing this change will erase any user-saved configurations or filters.
  3. Increase network timeout settings to allow for longer response time in this area
  4. In Studio, change the portlet configuration option not to show any results until the user provides filtering criteria. Making this change will force the user to provide specific filtering to improve performance response times.
    1. Log in to the application as an administrator user
    2. Administration, Studio: Portlets
    3. Search for and open the 'Booking Status' portlet (ID = projmgr.bookingStatus)
    4. Go to List Column Section, Options
    5. Select/checkmark the filter option 'Do not show results until I filter'
    6. Click 'Save' button
    7. Go to the portlet General Tab, click 'Publish' button - this will reset all end user portlet personal configuration on this portlet
    8. Repeat steps 3-7 for the 'Resource Workloads' portlet (ID = projmgr.resourceWorkloads) or other Resource Planning portlets