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CA Clarity™ Project & Portfolio Manager

Overview Guide
v12.0.0

This documentation and any related computer software help programs (hereinafter referred to as the “Documentation”) is for the end user’s informational purposes only and is subject to change or withdrawal by CA at any time. This Documentation may not be copied, transferred, reproduced, disclosed, modified or duplicated, in whole or in part, without the prior written consent of CA. This Documentation is confidential and proprietary information of CA and protected by the copyright laws of the United States and international treaties. Notwithstanding the foregoing, licensed users may print a reasonable number of copies of the Documentation for their own internal use, and may make one copy of the related software as reasonably required for back-up and disaster recovery purposes, provided that all CA copyright notices and legends are affixed to each reproduced copy. Only authorized employees, consultants, or agents of the user who are bound by the provisions of the license for the Product are permitted to have access to such copies. The right to print copies of the Documentation and to make a copy of the related software is limited to the period during which the applicable license for the Product remains in full force and effect. Should the license terminate for any reason, it shall be the user’s responsibility to certify in writing to CA that all copies and partial copies of the Documentation have been returned to CA or destroyed. EXCEPT AS OTHERWISE STATED IN THE APPLICABLE LICENSE AGREEMENT, TO THE EXTENT PERMITTED BY APPLICABLE LAW, CA PROVIDES THIS DOCUMENTATION “AS IS” WITHOUT WARRANTY OF ANY KIND, INCLUDING WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NONINFRINGEMENT. IN NO EVENT WILL CA BE LIABLE TO THE END USER OR ANY THIRD PARTY FOR ANY LOSS OR DAMAGE, DIRECT OR INDIRECT, FROM THE USE OF THIS DOCUMENTATION, INCLUDING WITHOUT LIMITATION, LOST PROFITS, BUSINESS INTERRUPTION, GOODWILL, OR LOST DATA, EVEN IF CA IS EXPRESSLY ADVISED OF SUCH LOSS OR DAMAGE. The use of any product referenced in the Documentation is governed by the end user’s applicable license agreement. The manufacturer of this Documentation is CA. Provided with “Restricted Rights.” Use, duplication or disclosure by the United States Government is subject to the restrictions set forth in FAR Sections 12.212, 52.227-14, and 52.227-19(c)(1) (2) and DFARS Section 252.227-7014(b)(3), as applicable, or their successors. All trademarks, trade names, service marks, and logos referenced herein belong to their respective companies. Copyright © 2008 CA. All rights.

Contents

Chapter 1

Introduction to CA Clarity PPM

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What is CA Clarity PPM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 What Challenges are You Facing? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 IT Management and Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 New Product Development (NPD) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Professional Services Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Federal Government . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Who Uses CA Clarity PPM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Banking and Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Entertainment and Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Public Sector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Technology Consulting Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2

CA Clarity PPM In Action—An IT Example

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The Lifecycle of a New Strategic Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 It All Starts with an Idea. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Idea Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Idea Approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 The Approval Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 A Word About Automated Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 The Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 What’s the Plan? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35 Chapter 3 CA Clarity PPM Navigation at a Glance 37 Getting Around the User Interface . . . . . . . . . . . . . . . .46 Chapter 4 CA Clarity PPM Components 47 The CA Clarity PPM System. . . . . . . . . . . . . . . . . . . . . . .32 Application Checkups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30 Charge-back. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34 The Circle is Complete. . . . . . . . . . . . . .31 Was It Worth It? . . . . . . .50 iv Overview Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40 Lists and Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48 CA Clarity PPM Modules . . . . . . . . . . . . . . . . . . . . . . .49 Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Unforeseen Events . . . . . . . . . . . . . . . . . . . . . . .49 Project Management. . . .44 So What’s a Portlet? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 Thumbs Up or Thumbs Down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39 Tabs and Subtabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38 Basic Levels of Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Reporting Time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28 Just Checking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39 Main Menu . . .Can We Get the Right Skills?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49 Portfolio Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41 Toolbars . . . . . . . . . .39 Content Menu . . .45 Making It Personal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 Design to Delivery. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43 The Section Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42 The Page Toolbar . . . . . . . . . . . . . . . . . . . .42 The CA Clarity PPM Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . 71 Chapter 7 Getting More Information and Assistance 75 CA Clarity PPM Documentation . 68 Groups . . . . . . . . . . . . . . . . . . 53 CA Clarity PPM Core. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 v . . . . . . . . . . . 65 Chapter 6 Organization and Structure 67 Getting Organized with OBS Models and Groups . . . . . 52 CA Clarity Service Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Financial Management . . . . . . . . . . . . . . . . 65 Granting Access Rights to an OBS Unit . . . . . . . . . . . . . . . . . . . . 52 Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Roles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Demand Management . . . . . . . . 76 User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Organizational Breakdown Structure . . . . . . . . . . . . . . . . . 54 Portlets and Dashboards . . . . . . . . . . . . 51 Process Management. . . 54 Collaboration. . . . . . . . . . . . . . 69 Building Partitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Document Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Granting Access Rights to a Resource . . . . . . . . . and Access Rights 59 Understanding Users and Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 CA Clarity PPM G2000 Architecture. . . . . . . . . 61 What are My Access Rights? . . . . . . . . . . . . . 55 Reporting and Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 CA Clarity PPM Schedule Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Chapter 5 Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Using Roles in Project Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Granting Access Rights to a Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Administrator Guides . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81 CA Education. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .CA Clarity PPM Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85 Index 87 vi Overview Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84 Migration and Upgrade Services . . . . . . . . . . . . . . . . . . . . . . .84 Implementation Services . . . . . . . . . . . . .85 Post-Implementation Business Analysis . . . . . . . . . . . . . . . . .84 CA Support Online Portal . . . . . . . . . . . . . . . . . . .82 CA Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84 CA Technology Services . . . . . . . . . . . . . . . . . . . . . . . .

page 6 1 . . . . . . . . . . . . . . . . . . It is the ideal solution when strategic planning must be married to tactical execution—especially when the commitments of specialized resources and the allocation of investment funds are critical success factors. you will learn about CA Clarity PPM and how it can help you address the challenges facing your organization. . . . . page 2 What Challenges are You Facing? . . . In this chapter. . . In this guide. . . . . you will get a quick overview of CA Clarity PPM and be introduced to a fictional company that is used throughout this guide to illustrate solutions to your challenges. . . .Introduction to CA Clarity PPM You can apply CA Clarity PPM to business challenges across the enterprise. . page 3 Who Uses CA Clarity PPM? . . . . . . . . . . What’s Inside What is CA Clarity PPM?. .

The result is a seamlessly integrated IT Management and Governance (IT-MG) system. CA Clarity PPM gives executives a real time view into their organization's investments. some of which are used by people throughout your organization. and resources. 2 Overview Guide . See “CA Clarity PPM Modules” on page 49.What is CA Clarity PPM? CA Clarity PPM marries the strategic to the tactical. and to seamlessly integrate with adjacent systems. automate processes with workflows. initiatives. It couples topdown portfolio planning and analysis with bottom-up project. financial and process management. This modular structure enables phased implementations that let you pick and choose the solutions you need. and empowers managers to deliver controlled and predictable execution of projects and programs. program. CA Clarity PPM is comprised of modules. while the others are used to configure and extend the system.

consolidation and other cost reduction vehicles. and ownership. The demands on IT organizations have never been higher. Communicating effectively with business partners and other stakeholders to create transparency. IT organizations are faced with the following challenges: Running IT like a business by forecasting and delivering results with accuracy and precision. Aligning IT spending with business priorities and rapidly adjusting as conditions change. Deliver: Best practice execution of the selected portfolio plan. Operating in accordance with today's stringent corporate governance requirements. IT Management and Governance CA Clarity PPM Manages the Three-phase Integrated IT-MG Processes Select: IT portfolio planning business alignment. Assess: Evaluate and benchmark investments for continuous improvement.What Challenges are You Facing? CA Clarity PPM is used by organizations to improve processes in the following areas: IT Management and Governance New Product Development (NPD) Professional Services Automation Federal Government See “CA Clarity PPM In Action—An IT Example” on page 13 for an IT example that illustrates how an organization might approach managing the lifecycle of software applications using CA Clarity PPM. Demonstrating measurable business value from technology investments. In addition to fulfilling their traditional responsibilities. 3 . accountability. Taking advantage of outsourcing.

organizations have benefited in the following ways: Better utilization of resources Improved visibility Reusable best practices Faster response to opportunities Consistent delivery 4 Overview Guide . CA Clarity PPM. and billing to world class standards. with its world class enterprise project management. organizations have benefited in the following ways: Shorter time-to-market. With CA Clarity PPM. Improved visibility into the product portfolio. Better decisions to balance development and introduction risks. opportunities. project and program costs and status. need to manage resources. resource utilization. often dramatically shorter. Using CA Clarity PPM. benefits and mix. coupled with clear executive visibility. Even then. whether stand-alone or captive within product-oriented companies. and uniquely strong financial management capabilities has long been a premier Professional Services Automation solution.New Product Development (NPD) CA Clarity PPM Manages Critical Processes in NPD Idea creation Product/portfolio management Resource planning Project management Using CA Clarity PPM in NPD. provides the comprehensive and forward-looking view that Vice Presidents of Engineering. it takes controlled and predictable services delivery. deep resource management. More products introduced through improved new product development and introduction processes. to succeed in today's difficult business climate. Professional Services Automation Professional services organizations. Marketing and Product Development need to beat the competition.

General Accounting Office. Make more sophisticated business cases for IT investments that include risk management. Communicate effectively with other government agencies to identify overlap and duplication and to explore ways to jointly invest in projects. and other practices. and will result in demonstrated improvements in mission effectiveness and customer service. skills refreshment. and by capturing true The U. 1 OMB is the U. Operate in accordance with today's stringent Federal mandates. Meeting these challenges requires a coordinated approach to IT Management and Governance (IT-MG) for optimal capital planning and investment control (CPIC) in the Federal Government. Evaluate with disciplined program management. and performance measurement.S. Control by incorporating best practice execution of plans and resource matching. In addition to fulfilling their traditional responsibilities. hiring. flexibility and cost estimations. 5 . IT organizations within Federal agencies must do the following: Provide assurances that technology expenditures are necessary. purposeful. Office of Management and Budget and GAO is the U.Federal Government CA Clarity PPM Manages OMB and GAO Integrated Processes1 Select with comprehensive planning. Implement effective IT human capital management that identifies the need for training. measurable performance.S. Congress and the Executive Branch have recognized how critical IT management is to the business of governing. Provide visibility of and accountability for IT spending in a decentralized allocation environment. CA Clarity PPM’s functionality spans the full IT lifecycle encompassing three continuous integrated processes that help Federal IT organizations achieve successful capital planning and investment initiatives.S.

and activities to maximize ROI. Benefits Gained by Using CA Clarity PPM More accurately schedule resources and optimize resource competencies. 6 Overview Guide . Deliver services on time and on budget. timing. Let’s look at how organizations from various industries use the power of CA Clarity PPM to address their business challenges.com/. The entire organization (including IT) needed to find ways to operate more cost-effectively and more productively as possible.Who Uses CA Clarity PPM? Some of the largest and most sophisticated customers in the world have deployed CA Clarity PPM throughout their enterprises. Increase productivity by making all IT activities transparent to management. Challenge Provide high quality and affordable services despite escalating costs.myclarity. visit the CA Clarity PPM website at http:// www. Develop more accurate forecasts when planning future IT initiatives. Meet challenges of governmental regulatory compliance. Today there are hundreds of thousands of users of CA Clarity PPM products at hundreds of customers throughout the world. Banking and Insurance Customer Success Stories To read more customer success stories.

scope. Provide users with secure. and corporate accountability. and accurate real-time data. budget. Automate the creation of auditable. Quickly respond to changing business conditions via improved project and resource visibility. 7 . and open issues. Give executives access to real-time portfolios via level-specific dashboards. Certify processes and controls for compliance with reporting the Sarbanes-Oxley Act. Optimize value and support of strategic company objectives. portfolio management. consistent.Challenge Provide IT infrastructure and IT services by improving productivity. Challenge Reduce operation costs and improve decision-making on project investments. Benefits Gained by Using CA Clarity PPM Link internal/external resources and customers to a single project and resource management system. Achieve managed growth by understanding staffing needs. Extend planning horizon. Share resources across business units and eliminate the over or underbooking of resources. FASB/SOP-98-1 compliance. Ensure that projects are executed as cost and time effectively as possible. Deliver projects on time and under budget via notifications of schedule. Entertainment and Travel Benefits Gained by Using CA Clarity PPM Align IT initiatives with top business priorities. and knowledge of interdependencies.

on budget. Triple annual project throughput.Challenge Integrate and optimize IT support for diverse yet complimentary entertainment services. Benefits Gained by Using CA Clarity PPM Achieve a high business satisfaction score by aligning IT with business objectives. Improve the public’s satisfaction with IT services. Challenge Implement project management methodologies to better control project requests and to better manage customer expectations. Ensure that investments deliver return on investment (ROI) and align with the agency’s mission. Deliver individual projects on time. Improve employee rotation rate to promote skill growth and job satisfaction. 8 Overview Guide . Decrease time to fill new resource requests from weeks to days. Reduce fixed labor expenses by leveraging development across multiple entities. Make rapid. Realize an IT operating plan that is delivered under budget. Public Sector Benefits Gained by Using CA Clarity PPM Transform IT from a technology-driven organization to a customer service provider. Cut millions of dollars in cost by more effectively managing vendors and outsourcing. fact-based portfolio adjustments to cope with budget cuts. and on target.

Manufacturing Benefits Gained by Using CA Clarity PPM Consolidate data from many groups located throughout the world.Challenge Reduce IT service costs while handling increased demand to manage complex projects across multiple divisions and agencies. Base expenditure decisions on accurate cost-benefit valuations. and ensure data accuracy across multiple offices. Increase customer satisfaction with improved project delivery and reporting. Improve resource utilization and skills management. verifiable. Decrease administrative costs. Benefits Gained by Using CA Clarity PPM Cut project overruns in half. Sunset redundant in-house project. portfolio. consolidate segregated data. Improve planning processes by accurately defining project NPV (Net Present Value). Enable decision-making based on accurate. real-time information. 9 . Improve project decision-making and more effectively manage projects. Increase overall project ROI. Align portfolios with corporate strategies and objectives. Challenge Build a project management office (PMO). and resource management systems.

Improve resource utilization to maximize profitability.Technology Consulting Services Benefits Gained by Using CA Clarity PPM Shorten sales cycle by increasing credibility with customers. Reduce average project completion time via efficiencies gained from realtime collaboration. and methodologies. and methodologies. Decrease project ramp-up time from weeks to hours. Challenge Improve professional services automation via standardized processes. 10 Overview Guide . Bring consistency to project delivery processes. tools. tools.

(continued on next page) 11 . and investment banking services to corporations. Control processes through automation. INR Financial provides traditional retailing banking to consumers. Track financials and evaluate IT portfolio investments. The following chart shows the corporate structure: INR Financial recently purchased and implemented CA Clarity PPM to give them a single. Effectively manage resource availability and plan for capacity. With CA Clarity PPM.By Example CA Clarity PPM Helps INR Financial Establish Global IT Governance Without Loss of Local Practices INR Financial is a mid-size corporation with offices throughout the world. they can: Facilitate collaboration by maintaining project and asset data in a single database. commercial banking to mid-to-large corporations. Configure the system for a business unit’s specific local practices and needs while still adhering to corporate IT policies. yet flexible solution to help their IT organization manage the increasing demand for IT services and to implement more controls and accountability on their IT projects.

Manages line-of-business programs and projects and works with business unit clients. Manages the business unit infrastructure. programs. Ensures compliance with Corporate IT standards.By Example. internet services. INR Financial is a fictional company developed by CA to illustrate CA Clarity PPM implementations and best practices. and monitors regulations affecting the banking industry. continued Corporate IT at INR Financial governs the processes. Be sure to look for the By Example logo in this guide for more INR Financial examples. telecommunications. and so on. Manages. and technology. 12 Overview Guide . develops. and tests strategic applications for the business unit. data centers. and projects through the Project Management Office (PMO). maintenance and implementation of systems. oversees and sets IT policies. security. Sets IT strategy. Each business unit manages their own industry-specific IT projects. establishes processes and standards. policies. standard methodologies. Manages the "business-end" of IT. Manages and resolves internal customer requests and manages licenses and leases. Technical Support Be sure to read “CA Clarity PPM In Action—An IT Example” on page 13 for an example of how Retail Banking at INR Financial manages their strategic applications using CA Clarity PPM. The following table describes the responsibilities of each IT department: IT Department Corporate IT Corporate Project Management Office (PMO) Group PMO Application Development Technical Operations Responsibility Represents IT at the executive level. All IT projects are charged back to the sponsoring business unit department. and procedures defined by both the Group PMO and Corporate PMO. but must follow the policies.

page 31 Was It Worth It? . . . . . . . . . . . page 32 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 30 Charge-back . page 22 Design to Delivery . . . . . . . . .CA Clarity PPM In Action— An IT Example This chapter will show you how Retail Banking at our fictional company INR Financial uses CA Clarity PPM to manage the lifecycle of new strategic applications. . . . . . . . . . . . . . . . . . . . . . . page 14 It All Starts with an Idea . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 27 Just Checking . . . . . . . . . . . . . Retail Banking has identified areas for improvement and is working with its IT department to develop and implement new strategic applications that will help the business achieve this goal. . . . page 19 The Roadmap . . . . . . . . . . . . . . . . . . . . . . . What’s Inside The Lifecycle of a New Strategic Application. . . . . . . . . . . . . . . . . . . . . . . . INR Financial has set a strategic goal to achieve 95% customer satisfaction in the Retail Banking business unit by the following year. . . . . . page 16 The Approval Process . .

and for performing analyses and evaluating portfolio investments. Financial Management for cost accounting and charging back project costs. and for managing resource capacity versus demand. Resource Management for requisitioning and allocating resources. 14 Overview Guide . Portfolio Management for reviewing and approving opportunities.The Lifecycle of a New Strategic Application INR Financial manages the lifecycle of its strategic applications using the following process. Project Management for planning projects and monitoring status. Demand Management for capturing ideas and requests.

Application Developers. The committee is responsible for evaluating opportunities and monitoring investments. Help Desk Manager. Resources Managers respond to requisitions identifying staff members who meet required skills. Project Manager The Project Manager is responsible for project planning and resource requisitioning. Team Member 15 . System Administrator. and other PMO Managers. Architect. The Business Relationship Manager is responsible for working with executives of a business line to initiate and develop an investment opportunity. Database Engineer. including the PMO Director. Financial Manager The Financial Manager is responsible for working with the Business Delivery Manager to develop a budget for the project or program and to set up charge-backs for services rendered. and to oversee the project once it is approved. The executive role in this example is used to represent various members of the steering committee. Systems Operators. Team members include a Business Analyst. Business Relationship Manager Service Manager The Service Manager is responsible for performing the impact assessment and determining the scope of work for products and services related to Retail Banking Customer Self-service. For example. QA Engineers. and Application Development Manager.The following describes the users and their role in this example: Cast of Characters Icon Role Executive Description Members of the steering committee. Business Sponsors. Resource Manager The Resource Manager includes any line manager who is responsible for managing staff of a functional area. resource managers include the System Operations Manager.

The business relationship manager and managers at the Customer Selfservice division are developing an idea for the Online Bill Presentment system. and submits it for approval. you can weed out costly or non-strategic ideas before making large investments. Roll out a Members Online Service to improve customer satisfaction. With formal idea management. Roll out an Online Bill Presentment system to improve customer satisfaction and to stay competitive. creates an idea. 16 Overview Guide . Idea Creation The managers at each Retail Banking division work with a business relationship manager to define and develop their IT requirements. High customer demand for improved online automatic bill payment service. Let’s look at what is happening at the Customer Self-service division. the business relationship manager logs in to CA Clarity PPM. Armed with information. See the Demand Management User Guide for more information. Business Relationship Manager Ideas The initial stage for creating new opportunities for investment. Poor approval rating for loan processing.It All Starts with an Idea Retail Banking has identified the following areas that need improvement to achieve 95% customer satisfaction: Credit Card division. High customer demand for online access to their current and historical credit card purchase information. Together they work on ideas for improving customer satisfaction. Loan division. Customer Self-Service division. Partner with new escrow service and integrate with their system to improve service and to more accurately estimate closing costs.

Service Manager Two ideas from Retail Banking The service manager navigates to the ideas list in CA Clarity PPM. She reviews the Online Bill Presentment idea. or any new ideas that require her approval. approves it. 17 . and then converts it into an unapproved investment opportunity for review in the IT portfolio.Idea Approval The service manager uses CA Clarity PPM regularly to check for any new items she may need to take action on. which lists all submitted ideas. She has configured the General page of her Personal Overview page to display the Ideas for review portlet.

18 Overview Guide . and any risks that may make the opportunity a poor investment. its alignment to corporate goals. Impact Assessment When the service manager approves an idea. The unapproved investment opportunity awaits review by the steering committee.Reviews idea from the Ideas lists and approves it Converts idea to an unapproved investment opportunity Selects Application as the investment type An application opportunity is created. she performs an impact assessment to determine the cost and benefit of the opportunity.

The Retail Banking IT steering committee meets quarterly to evaluate all approved and unapproved opportunities in Retail Banking. He views the Retail Banking Opportunities scorecard and sees that the current mix is $2 million over budget. Marco. They will evaluate and determine which mix of opportunities provide the most strategic value for the organization. 19 . Executive A negative variance indicates a budget overrun He creates a scenario to see what happens if the portfolio contains only investments with a positive return on investment (ROI) and an alignment score greater than 68. a member of the steering committee.The Approval Process The Retail Banking business unit has a yearly IT budget of $20 million. conducts analyses on the Retail Banking Opportunities portfolio using CA Clarity PPM’s Portfolio Management features.

Online Bill Presentment is well-aligned with corporate goals and has a positive ROI.A positive scenario variance indicates the portfolio comes in under budget On the day of the steering committee meeting. the steering committee has a clearer picture of the Retail Banking Opportunities portfolio and can make a more informed decision about which opportunities to approve. With these tools. Marco presents his analysis of the portfolio. The steering committee approves the following for the next quarter: 20 Overview Guide . which includes showing the following portlets: Online Bill Presentment is a medium-size application with medium risk and NPV for its cost.

generate more benefit. Best Practice Workflows Automated processes keep the workflow moving. They route action items and notifications to people when it is their turn to complete a request. 21 . the automated idea approval process routes the approval request to the appropriate people who then can take action on the request. or reduce investment risks. when an idea or opportunity is created. A Word About Automated Processes Retail Banking at INR Financial uses automated processes to standardize their workflow. Business relationship managers can check the progress of the ideas they initiated by viewing the Processes tab on their Personal Organizer page.Unapproved Opportunities Loan Escrow Integration was the only customer satisfaction opportunity not approved. You may want to revise your opportunities to ensure that they more closely align with corporate goals. Unapproved opportunities may remain in a portfolio and could be reevaluated at the next steering committee meeting.Merger with Bancor (Credit Card division) Re-engineer Customer Service Facility (Customer Accounts division) Member Online Services (Credit Card division) Approval notifications are forward to the appropriate business relationship managers. For example. See the Administration Guide for more information. Online Bill Presentment system (Customer Self-service division) Data Integration . A workflow analyst at your organization can design automated processes according to your best practices.

She creates a program for the Customer Satisfaction initiative and makes it the master project. Hosting effort for European customers. MA). Hosting Services (IT Operations . the business relationship manager works with each project manager to develop project plans. 22 Overview Guide . identify tasks. Application development for system and hosting effort for US customers.Boston.France). ACH Integration (Outsource .The Roadmap The business relationship manager receives the good news about her idea. Business Relationship Manager Once the program and subprojects are created. Development effort for ACH integration. and requisition resources. She also creates the following three subprojects and assigns each a project manager: Online Bill Presentment system (IT Operations .India).

You can open and save projects to and from CA Clarity PPM using CA Clarity PPM Schedule Connect. Edits the project plan. Save project back to CA Clarity PPM Scheduler Tools Open Workbench.What’s the Plan? The project manager for the Online Bill Presentment project uses Open Workbench to develop the project plan and tasks. an open source desktop project scheduling application. Open Workbench Open project in Open Workbench 23 . and Microsoft Project are both integrated with CA Clarity PPM for project planning. He accesses CA Clarity PPM from Open Workbench and does the following: Opens the project started by the business sponsor. See the Using CA Clarity PPM with Open Workbench and Microsoft Project guide for more information. Project Manager Saves the updated project back to CA Clarity PPM so that team members and other interested parties can view the project plan.

Based on the pre-defined staffing requirements. These resources will develop and test the application based on the design team’s specifications. These resources are responsible for implementing the application at the US host site. Project Manager Development Team. He defines staffing requirements by adding soft-booked resources or roles to his project for the following teams: Design Team. 24 Overview Guide .Can We Get the Right Skills? The project manager for the Online Bill Presentment project identifies the required skills needed for this project and starts requisitioning for resources. These resources are needed to write the functional specifications. design documents. the project manager creates a requisition. and perform a data analysis. Implementation Team.

They can go to their Notifications page in their Personal Organizer to review the requisition. See the Resource Management User Guide for more information.Requisition requests are sent as notifications to resource managers who have access rights to respond to this type of request. 25 . Resource Manager Resource Planning Resource Planning better enables you to manage your resource’s utilization—their allocation and availability. Resource managers respond to the requests by identifying available resources who meet the required skill set.

After the resource manager proposes matching resources for the roles. the project manager hard-books and allocates team members to the project and assigns them tasks. Project Manager 26 Overview Guide . Team members are ready to begin their work as scheduled.

estimate and report on project progress. The project manager can then use this information to analyze the status of the project. Each week.Design to Delivery Reporting Time The Online Bill Presentment project is under way. Any time booked against a project is posted and integrated as actuals in the project plan. 27 . team members enter time they spend on this project and any other projects they are participating in. and modify the project plan if necessary. Team Member Submitted timesheets are approved by the submitter’s resource manager and project manager.

He believes that version incompatibility may be the root of the problem. Team Member Partitions HiTech Outsourcer in India provides project management and technical resources for the ACH Integration project. risks and issues are identified. managed. and mitigated. With partitions. and costs for corporate reporting and analysis.Unforeseen Events As work on the project progresses. Suresh. 28 Overview Guide . They can roll up their status. availability. They are managing their projects in CA Clarity PPM using a different user interface from their peers in Retail Banking IT. the lead developer on the India team. He creates a risk on the project to alert managers of a possible project delay. has discovered that authentication for the ACH Integration is causing system crashes. yet still communicate and share information with each other. They have different project management requirements and processes than Retail Banking IT. both groups can follow their own local best practices.

Business Relationship Manager Project Manager Managers can see that this risk negatively impacts the project. 29 . They now can see all the risks associated with all projects in the Customer Satisfaction program from one location. Suresh is informed of this decision and converts the risk to an issue. During the program status meeting. the business relationship manager and all project managers on the Customer Satisfaction program review project risks and determine that the ACH Authentication risk must be addressed. The issue gets resolved by creating a change request that is managed in CA Clarity PPM.All project managers have added the Risk Tracking portlet to their Personal Overview page.

Executive 30 Overview Guide . The business sponsor periodically checks the status of the program to ensure it remains on track.Just Checking All the projects associated with the Customer Satisfaction program are well on their way to completion. She personalized her program dashboard by adding a table that tracks labor effort. and a chart that tracks the program’s ROI. links to subproject plans.

At INR Financial. the financial manager can set up chargeback allocations and bill the Customer Self-service division at Retail Banking for 80% of the cost and bill the Preferred Accounts division at Commercial Banking for 20% of the cost. See the Financial Management User Guide for more information. 31 . the Finance organization has a policy to charge all project costs back to the divisions who request IT services. The financial manager has set up a demand billing system in CA Clarity PPM to charge-back the labor cost of the entire Customer Satisfaction program to the Customer Self-service division. Screenshot The Customer Self-service division receives the bill and access to the complete details of all projects costs. During the next billing cycle. Financial Manager Charge-back Allocations Suppose that Commercial Banking at INR Financial heard about the Online Bill Presentment system that Retail Banking was developing and agreed to pay for 20% of the total cost if Commercial Banking customers could use the system for one year. the financial manager charges the Customer Self-service division for the cost of the program.Charge-back The Online Bill Presentment project is complete and available to customers. In this case.

Surveys are sent out quarterly to a sampling of Retail Banking customers to gather information about customer satisfaction. 32 Overview Guide . Incidents logged against the application are compiled and evaluated for technical issues. usability. members of the steering committee and the service manager want to know if the application is helping the organization achieve its goal of 95% customer satisfaction. Retail Banking uses the following tools to help measure the success of its investments: Customer satisfaction surveys. Application Portfolio scorecards and analysis. usage. Scenarios are developed and analysis is performed on the portfolio.Was It Worth It? Nine months after the completion of the Online Bill Presentment system. and other topics. services issues. and product enhancement requests.

service contracts. Application information tracked in CA Clarity PPM is used to analyze and evaluate applications. Team Member Tracking Application Data A developer at Retail Banking used Studio to configure the Application object. Systems operators at the data center are responsible for overseeing the general health. Application usage tracks how many customers are using the system. and maintenance of all Retail Banking systems. This object includes additional fields that can track business alignment. costs. The results from Customer Satisfaction surveys are factored into the value of the application. has overall service quality improved since the application was launched? 33 . and the technical condition of applications.Application Checkups INR Financial manages all of its applications. performance. risks. and risk of their investments. and assets in CA Clarity PPM so that the organization can track incidents. For example. See the Studio Developer’s Guide for more information. usage. alignment. usage.

but usage is low Executive Service Manager Amortization System raises a warning flag.Thumbs Up or Thumbs Down At the quarterly meeting. Alignment and usage are low.Applications portfolio to see how it measures up against other applications. Alignment and usage is high By maintaining application metrics in CA Clarity PPM. They evaluate the Online Bill Presentment system by looking at the Retail Banking . the steering committee and service managers assess the progress of running applications. Online Bill Presentment system shows promise. the steering committee and other interested parties are better able to assess their investments. 34 Overview Guide . and cost is high Member Online Services is a star.

Older system used internally only by a few departments.Q2 Application Assessments and Recommendations (partial list) Application Online Bill Presentment (Customer Selfservice division) Assessment Shows promise. and maintenance cost is high. Train departments on the INR Loan Processing system. Continue monitoring. Recommendation Continue supporting the system. Stay the course. Discuss with marketing. Member Online Services (Credit Card Services division) Amortization system (Loan division) Star performer. The Circle is Complete This completes the Lifecycle for New Strategic Applications at INR Financial example. Continue to monitor incidents for technical and usability issues. Sunset the system. No longer aligned with corporate goals. Build awareness via marketing campaign to increase usage. Talk with your sales representative or your CA engagement manager about ways you can harness the power of CA Clarity PPM to address your business challenges. Appears to be increasing satisfaction among customers who are using the system. develop phase-out plan. 35 . Adoption rate is low. Warning flag. usage low.The following is a partial list of the conclusions that the steering committee came to: Retailing Banking . It is just one way to use CA Clarity PPM. poses a security risk. Relatively low cost and risk to maintain.

36 Overview Guide

CA Clarity PPM Navigation at a Glance
Getting there from here—with ease. CA Clarity PPM’s user interface incorporates familiar navigational elements designed to get you to the pages, objects, and portlets you need to get your job done. Also find out about CA Clarity PPM portlets and how you can use them to create a personalized CA Clarity PPM environment that addresses your specific requirements and needs.

What’s Inside

Getting Around the User Interface. . . . . . . . . . . page 38 Basic Levels of Navigation . . . . . . . . . . . . . . . . page 39 Lists and Filters . . . . . . . . . . . . . . . . . . . . . . . . . page 41 Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 42 So What’s a Portlet? . . . . . . . . . . . . . . . . . . . . . page 45 Making It Personal. . . . . . . . . . . . . . . . . . . . . . . page 46

37

Getting Around the User Interface
Page Navigation and Title Tabs and Sub-tabs CA Clarity PPM

Page Toolbar Main Menu

Content Menu

Content Area

CA Clarity PPM’s user interface can be configured to present information and functionality that is important to you and your organization. Studio developers can build a CA Clarity PPM solution that make sense for your organization and deploy it company wide. Everyday users, like yourself, can personalize pages to present important information the way you want it and when you want it. See “Making It Personal” on page 46. See the Studio Developer’s Guide for more information on how to configure CA Clarity PPM using Studio.

38 Overview Guide

and more. such as to general information (name and ID). 39 . No matter what page you are on. Tabs and Subtabs Many of the pages you access from CA Clarity PPM have tabs and subtabs that lead to an items’s details.Basic Levels of Navigation The CA Clarity PPM user interface has the following basic levels of navigation: Main menu Tabs and subtabs Content menu Main Menu The main menu lets you quickly move around to different areas of CA Clarity PPM. incidents assigned to an asset. such as your personal dashboard and any CA Clarity PPM modules to which you have been given access. skills of a resource. the main menu always lets you know where you are in CA Clarity PPM. issues or risks associated with a project.

budget. or risk details. Content Menu Not all pages have a content menu. Other pages may not have any tabs or subtabs—it all depends the number of properties associated with the item. the main properties of a project may have links to general. but no subtabs. Content Menu The content menu gives you access to additional details of an item. 40 Overview Guide . schedule. For example.Some pages may have tabs.

browsing is a good way to navigate to an item. Create filter expressions Minimize the filter and change the focus to the list view Select a saved filter Filter the list of items based on a set of criteria Filter action bar Select all items listed on the current page. However. a list often spans many pages making it difficult to quickly locate the information you need.Lists and Filters In many cases. If you do not know what exactly you are looking for. See “CA Clarity PPM Documentation” on page 76. you access details by browsing through a list and selecting the item whose details you want to view. or Select individual items Object action bar Results List See the CA Clarity PPM user guide for the module you are working in for specific information on using filters to locate items. you can use filters to shorten the list to a specific item or to a range of items that match specified criteria. Even if you only know partial information. 41 .

Click this icon to access the Administration Tool. Global Search Global Tools Global Search You can perform a global search for documents stored anywhere in CA Clarity PPM to which you have access rights. CA Clarity PPM Available only from the Administration Tool. It always displays no matter where you are in CA Clarity PPM. Global Tools The following tool icons may be displayed depending on your access rights: Global Tools Icon Tool Administration Tool Description Displayed only from CA Clarity PPM if you have administrator access rights. The CA Clarity PPM Toolbar The CA Clarity PPM toolbar is persistent.Toolbars Toolbars appear at the global level. See the Administration Guide. See “CA Clarity PPM Documentation” on page 76. See the Common Features and Personal Options User Guide for more information on performing basic and advanced searches. Click this icon to return to CA Clarity PPM. Displays either the system default Home page or the user-defined Home page. and section level in CA Clarity PPM. Global search is available only from CA Clarity PPM and not the Administration Tool. page level. 42 Overview Guide .

Global Tools (Continued) Icon Tool Set as Home Page Description Available only from CA Clarity PPM. Current Timesheet Calendar Toggle Navigation Visibility Help Logout Always displayed. Click this icon to hide or show the side navigation bar. tasks. Available only from CA Clarity PPM. Click this icon to access your most recent and unsubmitted timesheet. notifications. and more. Click this icon to access the CA Clarity PPM Online Help. Click this icon to log out of CA Clarity PPM. Available only from CA Clarity PPM. You can set any page in CA Clarity PPM to which you have access as your Home page. The Page Toolbar A page toolbar may appear when you can perform additional actions that affect the entire item. Always displayed. Click this icon to access your personal CA Clarity PPM calendar and view your scheduled events. Click this icon to set the current page as your Home page. or other items. such as showing items based on their status. Available from CA Clarity PPM and from the Administration Tool. you must log back on to access CA Clarity PPM again. attaching relevant web links or notes to a project. See “CA Clarity PPM Online Help” on page 81. If you click this icon. Page Toolbars appear below tabs and subtabs The actions you can take or the tools that are available from a page toolbar vary by each type of item. program. 43 .

The Section Toolbar A section toolbar may appear when you can perform additional actions on a portlet or object filters. Section toolbars appear below the section or portlet title The actions you can take or the tools that are available from a section toolbar vary by each item type. 44 Overview Guide .

such as a list of action items. Action Items Portlet Project Alignment Portlet My Projects Portlet CA Clarity PPM comes with a default set of portlets. such as a portlet that lists newly posted ideas. favorite links. the General page in your Personal Overview is composed of portlets. They are window panes into information that is important to you. Your Studio developer or any person with rights to Studio can also create an unlimited number of portlets. Portlets can be graphs. For example. and notifications—content you might be interested in viewing on a regular basis.So What’s a Portlet? Portlets are snapshots into CA Clarity PPM data. or a graph that shows the Return on investment (ROI) and alignment of a portfolio. or web page snippets. projects you are working on. tables. 45 .

you can make your CA Clarity PPM experience as personal as you want it. Personal Overview page Add or remove portlets. Have it your way. you can personalize your pages and arrange content on pages in ways that make sense to you.Making It Personal Pre-configured Personal Overview Pages Your Personal Overview page may already be configured with portlets that your organization considers important. Portfolio Contents page Add or remove portlets. you can: Add or remove portlets and arrange content Add or remove tabs The following are examples of CA Clarity PPM pages you can personalize. With CA Clarity PPM. You can personalize Personal Overview pages and other pages throughout CA Clarity PPM. Depending on the page. 46 Overview Guide . If you have the appropriate access rights. Rename tabs and rearrange portlets on the page. Add add or remove tabs. Project Dashboard page Add or remove portlets.

. . . . . core services. . and architecture. page 48 CA Clarity PPM Modules . . implementations can be as small as 20 users focusing on portfolio management or as large as 100. phased approach to implementations. Before you can implement CA Clarity PPM. . With CA Clarity PPM.CA Clarity PPM Components Based on a web services architecture. CA Clarity PPM supports a flexible. . . page 54 CA Clarity PPM G2000 Architecture . . page 49 CA Clarity PPM Core. Here you will get a brief overview of CA Clarity PPM modules. . . . . you will need to know what solutions CA Clarity PPM offers. . . . . . . . . Your organization can pick and choose solutions that suit your needs. . . . . . . . . . . . . . . . . . . .000 users taking advantage of all of CA Clarity PPM’s solutions. . page 56 47 . . What’s Inside The CA Clarity PPM System . . . . . . . . . . . . . . . .

48 Overview Guide . objectives and strategic vision rather than by the technology constraints of an inadequate architecture.The CA Clarity PPM System The CA Clarity PPM system guarantees that an enterprise portfolio management implementation is driven by business goals. .

000 users. See the Portfolio Management User Guide. Out-of-the-box metrics. alignment. and risk. See the Project Management User Guide. Powerful workflows cut down on administrative burdens by automating routine tasks. Real-time investment status allows faster response to obstacles. integrated system with the ability to assess any portfolio type. increase project success rates. "What-if" scenarios identify the best business alternatives. Scalability that is appropriate for portfolios ranging from 100 to 10. Project Management Execute Projects with Control and Predictability Robust collaboration for improved project planning and coordination across geographically dispersed business units and outsourcers. templates. offer flexibility and accuracy when measuring investment evaluations. 49 . and leverage PMO expertise. such as true benefit and true cost. Workflow status indicators and project dashboards help eliminate bottleneck by letting managers know the progress of their processes. Best practices. and methodologies decrease project initiation time.000 projects and 50 to 50.CA Clarity PPM Modules Portfolio Management Make the Right Investment Decisions Investment planning performed in a single.

See the Resource Management User Guide. skill. and more. while offering total visibility to resource utilization. Skill assessment helps you assess employees’ alignment with corporate initiatives by reviewing and tracking their skills. Manage unplanned work by capturing incidents and service requests from IT help desks and qualify them for impact. Capacity planning lets you focus on critical areas by highlighting capacity and demand overloads by organization unit. Prioritize work and allocate resources to the highestvalue opportunities.Resource Management Maximize Return on People Search capabilities enable you to match people to your work requirements based on role. Connect service and project functions from a single view through which all demand is evaluated and managed. Placeholder 50 Overview Guide . and certifications. catalog. See the Demand Management User Guide. availability. Resource requisitions enable you to communicate resource requirements efficiently to resource managers. urgency. Gain insight into your organization’s portfolio by showing how work (demand) compares with resources availability (capacity). project requests. or roles. Demand Management Capture and View IT Supply and Demand Capture. “What-if” analyses on projects simulate different scenarios. and priority. and approve product or technology ideas. and early-stage initiatives. experience. project. evaluate. such as when demand is shifted to prevent overcapacity.

Financial Management Streamline Project Billing. Charge-backs. Adhere to best practices by embedding workflows in project templates. See the Financial Management User Guide. and Financial Reporting Processes Capture and retain transactions for financial periods including reversals. Facilitate milestone reviews of the end of each project phase and allow the review committee to specify exit conditions. and Reduce Cycle Time Powerful workflows visually control and track the flow of ideas. Remove Bottlenecks. and resources. Financial reports increase control by capturing expenditures. Process Management Automate Business Processes. accessing historic information. documents. help you develop workflows quickly. Out-of-the-box processes. such as document approval or timesheet approval. Multi-currency support for defining. Placeholder Charge-backs to allocate cost to funding departments as a percentage split at the overall project level or at the individual task level. processing. 51 . invoicing and analyzing financial transactions across global operations. See the Administration Guide.

See the Integration Guide. edit it locally. 52 Overview Guide .or bi-directional interfaces allow for ITSM applications queries and the return of selected incident records on a user-defined schedule. Complete mapping exposes the data fields to the interface designer from CA Clarity PPM and ITSM applications.CA Clarity PPM Schedule Connect Connect CA Clarity PPM to Open Workbench and Microsoft Project Extensive project management functionality via the Web browser. See the Using CA Clarity PPM with Open Workbench and Microsoft Project Guide guide. CA Clarity Service Connect Connect CA Clarity PPM to IT Service Management Applications Pre-built connectors support the Demand Management module to IT Service Management (ITSM) applications. Uni. Project managers can harness the power of desktop computers for detailed planning and scheduling. Users just check out a project. and then save it back without time consuming file conversion. Bi-directional integration.

Studio Configure CA Clarity PPM to Deliver Dynamic and Personalized Content Build and deploy personalized portals. menus. Studio developers can define forms using a mixture of standard and user-defined fields. specify validation rules. and establish hyperlinks between objects. See the Studio Developer’s Guide. pages. create list views with filters. Standard and company-specific porlets enable users to create custom dashboards. Placeholder PowerMods framework lets you configure and extend business objects in CA Clarity PPM. and business objects that adapt the software to your business process. 53 .

54 Overview Guide . build personalized dashboards. The Knowledge Store is a repository available to all users for storing company forms. manage documents. group or role. Powerful search capabilities help you find documents based on specific criteria. Collaboration Work on Business Initiatives With Team Members From Around the Globe Discussion threads facilitate decision-making by posting questions.CA Clarity PPM Core CA Clarity PPM modules are supported and interconnected by a set of core services that empower users to effectively collaborate. and reports. templates. Automated workflows route documents for reviews and approvals. and lets you access and manage prior versions. Document check in and check out tracks document history. Administrators can apply security to documents by user. milestones. A calendar lets you share project-specific events. and create and analyze business information. best practices. Document Manager Easily Store and Share Documents Secured documents ensure that users have access to the information they need and nothing more. and sharing documents. communicating and resolving issues. and organizational breakdown structure (OBS). and to-do’s.

Reports. Reporting and Analytics Raise Business Intelligence with Real-time Views. The Datamart supports the reporting and analytic service. or web page snippets developed and deployed by Studio developers. and Analytics A fully integrated reporting engine provides deep data visualization and analysis capabilities. The datamart provides a consolidated reporting infrastructure that lets you create summary and detailed reports. tables. Portlets can be added to dashboards.Portlets and Dashboards Access Business Intelligence that is Important to You Framework to personalize your dashboards with ease. Portlets are small windows of information presented as graphs. 55 . Standard reports are embedded throughout CA Clarity PPM modules providing users with key information about their work or business when they need it.

User security administration. 56 Overview Guide . User rights can be updated quickly when changing jobs or moving across organizations. such as SSL-encryption connection and integration with an existing LDAP system for authentication and authorization. Locale-aware Unicode support for double-byte languages lets users work on the same installation and experience CA Clarity PPM in their native language and locale combinations. Cluster configuration Administration Tool for centralized control over clusters within multiple sites. Scalable Three-tiered architecture enables an organization to scale virtually to any level of users. groups. J2EE provides the standards-based services needed to deliver scalable. Secure Single-sign on. Business rules preserve data integrity. Administrators can grant access rights by roles. Infrastructure middleware supports Enterprise Application products. Information exchanges from integration APIs access the same business logic as users who manually enter data. Integration with CA Clarity XML Open Gateway CA Clarity XML Open Gateway (XOG) is a comprehensive set of eXtensible Markup Language (XML) and Java-based APIs. reliable deployments and Web services. and organizational breakdown structures (OBS). Users in different time zones receive all events and notifications in their local time.CA Clarity PPM G2000 Architecture The CA Clarity PPM G2000 architecture is designed to meet the challenges of small and large deployments of CA Clarity PPM.

Application servers: BEA Weblogic and IBM WebSphere. benefit. MacOS. See the Studio Developer’s Guide. all modifications made using Studio are automatically reflected in the new installation so that upgrades are quick and easy. and Mozilla FireFox. and Windows. invoicing. HP-UX. rate. such as portfolios. During upgrades. and resources. See the Product Architecture Stack for details on supported architectures. billing. Upgrade Friendly Studio allows you to tailor business objects.Multi-currency support for cost. without programming or customizations using PowerMods. Choice Platforms Operating systems: AIX. projects. Relational databases: Microsoft SQL Server and Oracle. Solaris. expense. See “Studio” on page 53 for more feature information. 57 . and charge-back transactions.

58 Overview Guide .

. learn about the people who use CA Clarity PPM. and the ways in which they can be granted access rights for the work they perform. . . . . . . . executives. . administrators. . . . . . . customers. . managers. . . In this chapter. and partners who are involved in the delivery of programs and projects important to your organization. . . page 61 What are My Access Rights? . . the roles they play. . . . . page 63 59 . . Roles. Users access CA Clarity PPM for a number of reasons—ranging from project team members completing their weekly timesheets to managers scheduling projects or planning budgets to executives monitoring and assessing portfolio investments. and Access Rights CA Clarity PPM users are the team members. . . What’s Inside Understanding Users and Resources . page 60 Using Roles in Project Planning .Users. . . .

Any daily costs incurred. With thousands of employees. or an expense that represents a cost to a project. or chocolate for making candy bars. customers cannot be served . The physical goods needed to manufacture a product. and outsourced services associated with a project. For tracking planned versus actual time team members spend on a project. chemicals for producing medication.Understanding Users and Resources A resource in CA Clarity PPM is person. truck. such as overhead projector. Expense See the Resource Management User Guide for more information on creating new resources based on resource types. Without people.business simply cannot move forward. Resource Types in CA Clarity PPM CA Clarity PPM Users as Resources CA Clarity PPM users are the labor resources whose hours are entered into timesheets and tracked on project plans as actuals. temporary workers. projects cannot be completed. outsourced services. By Example Tracking Project Costs at INR Financial People are the most important resource at INR Financial. a piece of equipment. Resource Type Labor Equipment Material Description The work or labor performance on projects. and temporary workers employed across the globe. 60 Overview Guide . INR Financial uses CA Clarity PPM to manage these valuable resources and to ensure the appropriate resource mix is maintained to achieve their strategic goals. For tracking travel. or computer. material. such as travelling expenses to customer sites. Expense. The equipment needed to complete a project. INR Financial is tracking the following resource types: Labor. such as steel for manufacturing automobiles.

Using Roles in Project Planning Primary Roles A primary role designates a role as the one a resource performs most often. Engineering Lead Business Analyst Architect Database Administrator Technical Lead Business Analyst Architect Database Administrator 61 . or any functional manager managing the day-to-day deliverables of a project Technical Lead. Group Head Description Oversees the entire IT Division. Manages and maintains databases. For example. Roles represent the job responsibilities of resources who are assigned to a project. Updates project schedules. Technical Lead. Create a role-based cost/rate matrix to simplify cost estimates and budgets by using cost rates of roles instead of individual resources. Business Sponsor Project Manager Vice-presidents of various business units. This person may also be a project manager. Builds and manages the project team. Writes design documents or functional specifications. This person is the technical expert for the product or application in development. Sponsors IT programs and projects. Manages projects. may occasionally act as a Project Manager. Chairs the Group IT Steering committee. Participates in the Group IT Steering committee. Defines data and process flows for the application. Oversees the IT group for the business unit. subprojects. resources who are network administrators might be grouped by the Network Administrator role or users who are business analysts might be grouped by the Business Analyst role. business or service lines Technical Manager. Chairs the Corporate IT Steering committee. Grouping resources with similar job responsibilities makes it easier for managers to: Identify and verify the availability of resources who have the job skills you require for your project. A technical expert for a particular line of business. Designs systems. For example. Examples of Common CA Clarity PPM Roles and Associated Job Titles Role Portfolio Manager Job Title Executive CIO Group CIO. an Operations Manager who is assigned Resource Manager as his primary role. or interdependent projects.

See the Resource Management User Guide for more information on creating new roles. QA Specialist Description Writes code for the application or system according to functional specifications. Writes test scripts and conducts tests to ensure the quality of the system. Programmers QA Engineer. and for filtering resources based on their primary role.Examples of Common CA Clarity PPM Roles and Associated Job Titles Role Developer QA Leader Job Title Application Engineer. 62 Overview Guide . assigning roles to resources. Software Engineer.

For example. the Wireless Network project is an instance of the Project object. etc. such as view. an object can be a resource. groups. or approve. Each CA Clarity PPM object comes with its own set of access rights. Access rights determine which CA Clarity PPM object instances you can access and the actions you can take on them. and Inga Swenson is an instance of the Resource object. document. For example. that make up your customized version of CA Clarity PPM pages. page layout. or company. An object defines the fields (attributes). project. 63 .What are My Access Rights? Instances of Objects An object instance is a unique item of the object. Groups are granted access rights and roles are used for project planning. links. edit. See the Administration Guide for more information on granting access rights to resources. Users (with sufficient access rights) can grant access rights to: Groups versus Roles Groups and roles in CA Clarity PPM serve different purposes. and OBS units. An individual resource A group of resources All resources associated with an Organizational Breakdown Structure (OBS) unit.

OBS Unit G lo ba l 64 Overview Guide . who uses Studio.Granting Access Rights to a Resource Object Instance(s) A resource requires rights to a selected instance of an object. Marco Lopez. a system operator. A resource requires rights to all instances of a selected object in CA Clarity PPM. requires edit rights for all instances of the Application object associated with the Retail Banking OBS unit (and may include ancestor or descendant OBS units). requires edit rights to all instances of the Company object in CA Clarity PPM. Vivan Tjong. For example. a CA Clarity PPM administrator. For example. requires edit rights for the Default Layout page instance of the Page object. For example. In st an ce Resource A resource requires rights to all instances of a selected object in an OBS unit. Inga Swenson.

all resources in the Corporate HR OBS unit require view rights to the financial properties of all resources in CA Clarity PPM.PMO OBS unit require rights to view all project documents in the Autos . all resources in the Autos . All resources in an OBS unit require rights to all instances of the selected object in CA Clarity PPM. For example. the Report Administration group requires rights to run all reports in CA Clarity PPM. For example.Granting Access Rights to a Group Object Instance(s) A group requires rights to a selected instance of an object. For example. all resources in the Technical Operations OBS unit require view rights to the Asset Inventory portfolio. All resources in an OBS unit require rights to all instances of the selected object in the OBS unit. For example. Group ce tan ns I OBS Unit G lo ba l Granting Access Rights to an OBS Unit = Object Instance(s) All resources in an OBS unit require rights to a selected instance of an object. the Portfolio Manager group requires edit Portlet Definition Editor rights to selected instances of the Portlet object. For example.Strategic Assets OBS unit (and may include ancestor or descendant OBS units). A group requires rights to all instances of the selected object in CA Clarity PPM. A group requires rights to all instances of the selected object in an OBS unit. OBS Unit e nc sta In OBS Unit l ba lo G 65 . the Product Manager group requires approval rights for ideas submitted by any resource in the Medical Devices OBS unit (and may include ancestor or descendant OBS units). For example.

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. you can use CA Clarity PPM to build a framework that lets you: Drive governance from the top down. . . . . Together these organizational tools enable you to build a powerful. . you determine which objects are displayed to users and how they appear in the user interface. yet flexible framework for your CA Clarity PPM implementation. page 71 67 . . . or as business opportunities arise. . Easily manage configurations as resources change or move within the organization. . Give local organizations the control they need for industry or business-specific requirements. What’s Inside Getting Organized with OBS Models and Groups page 68 Building Partitions . . . . . .Organization and Structure With up-front planning. . you can organize resources with similar responsibilities and grant them access rights. With partitions. . . With Organizational Breakdown Structures (OBS) and groups. . . . .

The basic structure of an OBS model is composed of OBS levels and OBS units: OBS Levels Represents the depth of the OBS hierarchy. resources. project value. and most objects in CA Clarity PPM. or any other model that suits your needs. Organizational Breakdown Structure The OBS model is a hierarchical representation of your corporation’s structure. Associate collections of resources with partitions. Organizational breakdown structure (OBS) models and groups define the structure in which resources and other objects are organized in CA Clarity PPM. vertical market. OBS models and groups are used for building structure into your CA Clarity PPM implementation. such as organizing resources by their job function or organizing projects by their value to the business. OBS Units Represents a unit in the OBS hierarchy. An OBS model can be used for aligning projects.Getting Organized with OBS Models and Groups Building OBS Models and Groups See the Administration Guide for more information on defining and creating OBS levels and units. Categorize items for easier filtering and reporting. OBS models and groups are used to: Grant access rights to resources and give them access to object instances based on their OBS or group membership. and groups. 68 Overview Guide . You can structure an OBS model by location. OBS models and groups enable you to organize resources and other objects into meaningful categories.

The following are examples of different types of OBS models and uses. Project-based groups. 69 . or Project Team Member groups for resources who require access rights specific to their role. Business Unit OBS maps projects to the business units who do the work Project Type OBS organizes projects by value Resource Pool OBS groups resources by job function Groups A group is collection of resources who require the same set of access rights. such as Business Sponsor. such as Ongoing Database Maintenance Project or Wireless Network Project groups for resources who require access rights specific to a project. Groups do not form hierarchies. Examples include: Role-based groups. Project Managers.

This OBS is used to assign projects to portfolios for various analyses. all managers in the Technical Support OBS unit are granted resource manager rights.By Example CA Clarity PPM OBS Models and Groups Makes Access Rights More Manageable at INR Financial INR Financial created two OBS models and one group to help them manage user access rights and to easily find resources or projects. Product Value OBS. For example. 70 Overview Guide . each project belongs to one of the product value OBS units. This model lets administrators grant access rights based on the user’s job function. such as creating new objects or setting up batch jobs. This group lets administrators grant access rights to a group of users who is responsible for setting up and maintaining CA Clarity PPM. This model lets administrators grant access rights to projects based on their value to INR Financial. INR Financial OBS Models Resource Pool OBS. For example. Each user is assigned to one resource pool OBS unit. INR Financial Group INR Financial has only one group: CA Clarity PPM Administrator Group.

Building Partitions Partitions and Access Rights Working Together Access rights determine what users can see and the functions they can perform. With partitions. resources. and security rules. investments. 71 . processes. Once set up. fields. OBS Versus Partitions OBS’s control security and drive reporting. and enable local organizations to deploy industry or business-specific standards and processes. You can set up partitions by department. such as your organizational structure. Partitions control how objects are managed and appear in CA Clarity PPM. processes. Partitions affect how objects appear once users have access to them. geography. you can: Govern globally by defining custom fields at the top of your organizational hierarchy and then make them required for every object instance throughout CA Clarity PPM. branding. you can define custom attributes at any partition and make them optionally available to ancestor or descendant partitions. Partitions enable corporations to deploy corporate-wide standards. Manage locally by creating local configurations of CA Clarity PPM that have their own forms. division. or any other model that makes sense for your organization. and policies throughout the organization. such as projects. and incidents. industry. legal structures. Partitions in CA Clarity PPM are represented as hierarchical structures.

Example of a partition model organized by line of business (LOB) to align IT with operational processes Example of a partition model organized by locale to align IT based on regional and country regulations 72 Overview Guide .

System Partition. Each business unit manages their own best practices and has developed their own partitions—each with their own user interface. objects. Green color-scheme. Partner Partitions. Blue color-scheme. objects. INR Financial needed a way to establish certain controls from the corporate level down.By Example CA Clarity PPM System Partitions at INR Financial Give Business Units Control Over Their Processes and Foster Entrepreneurial Spirit Each business unit at INR Financial operates as an independent enterprise. Technical outsourcers and partners also have CA Clarity PPM accounts so they can share project data and other information with INR Financial. Corporate Blue color-scheme. Commercial Banking. and fields in ways that make sense for their needs and that can also satisfy corporate requirements. and fields. and objects and fields specific to their line of business: Investment Services. Each partner has their own partition with their own configured user interface. Business Unit Partitions. Retail Banking. but did not want the business units to lose control over their well-established best practices. See the Studio Developer’s Guide for more information on setting up and creating partitions. each business unit can configure their own CA Clarity PPM user interface. 73 . Yellow color-scheme. IT departments at each business unit have their own partitions to accommodate their own specialized best practices. With partitions. Department Partitions.

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. . . . . . . . . . . . . . CA Clarity PPM documentation. . . . . . . . Want more information? Need assistance helping you implement CA Clarity PPM? We’ve got it. . . . . . page 81 CA Education. page 76 CA Clarity PPM Online Help . . . . page 82 CA Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 84 75 . online help. . . . . . . . . and our highly trained and knowledgeable CA engagement managers and support group can help.Getting More Information and Assistance Now that you have been introduced to CA Clarity PPM. . . . . . . you should have a basic understanding of CA Clarity PPM and how it can be used to help you manage the increasing complexities of running an IT organization. . . . . What’s Inside CA Clarity PPM Documentation. . . . . . . page 84 CA Technology Services . . . . . . . . .

These guides provide information for administrators or technical personnel on how to install CA Clarity PPM. and more. “Administrator Guides” on page 78. managers. CA updates the full documentation set at each feature release. configure modules via the Administration Tool. Getting Documentation Updates The most recent versions of CA Clarity PPM documentation are available from the Download Center on CA Support Online (http:// ca. CA Clarity PPM User Guides Guide Common Features and Personal Options User Guide What’s Inside Understanding access rights Using search filters Configuring CA Clarity PPM pages and portlets and setting up personal pages Working with timesheets Using the discussion feature. and resource calendar Creating action items Changing account settings Using reports and jobs Audience Any CA Clarity PPM user 76 Overview Guide . These guides provide information for end users on how to use features found in CA Clarity PPM.com/support See “CA Technical Support” on page 84.CA Clarity PPM Documentation The CA Clarity PPM documentation set consists of: “User Guides” on page 76. User Guides The target audience for CA Clarity PPM user guides include staff and team members. and executives who are involved with the operation and management of an organization. Additional documentation updates are distributed between feature releases when appropriate. dashboards. integrate with other third-party applications or systems. the Knowledge Store and Document Manager.

or anyone who uses Financial Management features Portfolio Management User Guide Portfolio Management overview Rights needed to access Portfolio Management features Viewing portfolios Creating and managing portfolios Creating portfolio scenarios Analyzing portfolios and viewing scorecards Viewing reports related to portfolios Anyone who uses Portfolio Management features Project Management User Guide Rights needed to access Project Management features Setting up and updating project plans and schedules. and more Managing project processes Managing programs Project managers and project team members 77 .CA Clarity PPM User Guides Guide Financial Management User Guide What’s Inside Rights needed to use Financial Management Creating financial plans Entering resources and expense transactions Managing and entering Work In Process (WIP) transactions Managing company profile and financial properties Setting up and processing billing Running financial reports and jobs Audience Financial managers. setting financial information. allocating resources.

78 Overview Guide . and professionals responsible for the installation. or anyone who uses idea or incident management features Project managers and project team members Using CA Clarity PPM with Open Workbench and Microsoft Project Guide Scheduler tools and CA Clarity PPM Schedule Connect overview Installing and configuring CA Clarity PPM Schedule Connect Managing projects updated in scheduler tools Administrator Guides The target audience for the administrator guides include administrators. viewing and editing requisitions Resource Planning Capacity Planning Finding and filtering resources Running resource-related reports Audience Anyone who uses Resource Management features or Capacity Planning features Demand Management User Guide Rights needed to access Demand Management features Reporting and managing incidents The Assign Incident process Creating and manage Starting and managing Idea Approval process Relationship Managers.CA Clarity PPM User Guides Guide Resource Management User Guide What’s Inside Rights needed to access Resource Management features Defining resources and role associations Managing. setup. and configuration of CA Clarity PPM. developers. Help Desk Managers.

application servers. such as fiscal periods. system administrators. system administrators. or anyone who configures CA Clarity PPM modules 79 . currencies. or anyone who installs CA Clarity PPM Administration Guide Using the Administration Tool: Setting up access rights for resources.CA Clarity PPM Administrator Guides Guide Installation Guide What’s Inside Installing CA Clarity PPM. and client downloads The Extensible Data Model reference. and more Installing and managing server operating systems. and OBS Units Managing the Organizational Breakdown Structure (OBS) Managing the datamart Managing system-specify financial settings. performance. CA engagement managers. such as site links. servers. groups. implementation consultants. implementation consultants. batch cycles. database software. and more Setting up timesheets Creating and managing processes Managing general system settings. Java 2 SDK. CA engagement managers. document templates. project management settings. services. and third-party software Managing the system using CA Clarity System Administration such as system security. and application server software Installing client software Application Properties reference Audience CA Clarity PPM administrators. CA Clarity PPM administrators.

CA Clarity PPM Administrator Guides Guide Studio Developer’s Guide What’s Inside Studio overview Creating system partitions Configuring CA Clarity PPM (PowerMods) Creating content. 80 Overview Guide . or anyone who configures CA Clarity PPM system objects Integration Guide CA Clarity XML Open Gateway (XOG) overview Installing and running XOG Integrating third-party applications using XOGs and best practice accelerators XOG Data Object reference CA Engagement managers. timesheet tables. time slices. pages. any implementation consultant. and XDM forms tables Audience CA Clarity PPM administrators. portlets. and menus Using NSQL for data extraction and display in grid and graph portlets CA Clarity PPM core tables. CA engagement managers. any implementation consultant. or technical person who integrates CA Clarity PPM with other thirdparty applications and systems CA engagement manager. Datamart tables. or technical person who integrates CA Clarity PPM with other thirdparty applications and systems Technical Reference CA Clarity PPM database table and column reference.

See “CA Clarity PPM Navigation at a Glance” on page 37 for more information on the CA Clarity PPM user interface. When logged into CA Clarity PPM. The CA Clarity PPM Online Help is displayed in its own window. 81 .CA Clarity PPM Online Help Got a question about how to use CA Clarity PPM? Not sure what fields need to be filled out? Not sure what steps to take? CA Clarity PPM Online Help can answer those questions and more. click in the CA Clarity PPM toolbar.

CA Education
Contact Us Tel: 1-800-237-9273

CA's goal is to accelerate the transfer of knowledge necessary for customers to successfully build, deploy, and get immediate return on investment from using CA Clarity PPM.
Training Options Instructor-led Web-based

Web-Based Training
Our Web-Based Training program delivers high-impact coursework in a convenient, accessible environment that is easily configured to a company's own look and feel. Thousands of CA Clarity PPM users, representing customers around the world at both large and small organizations, are already enrolled in this program.

Instructor-Led Training
Instructor-Led Training provides a traditional training experience during which a certified leader guides students through a topic using a manual and exercises to re-enforce the learning. Instructor-led courses are available via CA Education's regularly scheduled public classes or for purchase by customers. Customers can choose to use CA Clarity PPM’s standard format and manuals or the courses can be customized to fit the needs of a specific audience or customer.

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Training Manuals
Most CA Clarity PPM topics have an associated training manual that can be purchased. These manuals are included when Instructor-Led Training is purchased. These manuals can be purchased in hard copy, which are un-editable, or the rights to the manuals can be purchased to allow an organization to customize the materials to meet their internal needs.

CA Clarity PPM Training Camp
Accelerated Implementation The CA Clarity PPM Training Camp: Accelerated Implementation program offers project teams an experience of total immersion in an implementation simulation with zero distractions so they will emerge with thorough knowledge of CA Clarity PPM. The CA Clarity PPM Training Camp includes a technical track, functional track, and project manager track. Each track includes instructor-led courses, exercises to enforce learning, and a mock implementation via a simulated customer implementation scenario. Our world class instructors have extensive real-world experience which is reflected in the courses they teach. Upon completion of this program and the assessment, attendees are awarded CA Clarity PPM Certification.

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CA Technical Support
Contact Us On the web at http:// support.ca.com or North America Tel: 1-888-550-6458 Europe +44 08459 888788 Asia Pacific +61 3 9821 3000

CA provides comprehensive, dependable software support services. CA Technical Support provides product support, web support, and product updates as part of your active maintenance contract.

CA Support Online Portal
The CA Support Online Portal offers a site where customers can make inquiries, log software issues, and download product and documentation updates. Registered users can do the following: Create and update their personal profile and CA Clarity PPM product profile. Search the CA Support Online Knowledge Base for articles and to get the latest user documentation. Participate in online user forums. Enter, review, and update queries or software issues.

CA Technology Services
The CA Technology Services (CATS) offers customers: Implementation Services Migration and Upgrade Services Post-Implementation Business Analysis

Implementation Services
CATS and CA’s global network of certified partners provide installation and deployment expertise for CA Clarity PPM using our exclusive UMethod. Our experts guide you through the product implementation process.

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CA engagement managers have developed a variety of software tools to simplify and automate migrations. and a report examining implementation business effectiveness. 85 .Migration and Upgrade Services CA engagement managers have acquired thousands of hours experience successfully migrating legacy systems to CA Clarity PPM. they write a Post-Implementation Business Analysis (PIBA) that includes a technical review. After conducting interviews. From this experience. functional review. Post-Implementation Business Analysis CA engagement managers provide an in-depth analysis of your organization’s infrastructure and business processes during their postimplementation business analysis. CATS provides guidance and support during the system upgrade process.

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Index A access rights about 63 groups 65 OBS unit 65 resources 64 analytics 55 automated processes 21 D dashboards 55 demand management 50 document manager 54 documentation administrator references 78 online help 81 ordering more copies 76 user guides 76 B banking challenges 6 business relationship managers 15 business sponsors 15 E entertainment challenges 7 examples introduction to fictional company 11 lifecycle of applications 13 OBS and groups 70 partitions 28. 73 tracking project costs 60 workflow 14 executives 15 C CA Clarity PPM about 2 addressing challenges 6 overview 48 solutions 3 CA Clarity PPM architecture 56 CA Clarity PPM core 54 CA Clarity PPM Schedule Connect 52 CA Clarity Service Connect 52 CA Clarity XML Open Gateway (XOG) 56 CA Support Online 84 CA Technology Services (CATS) 84 charge-backs 31 collaboration 54 consulting services challenges 10 F federal government solutions 5 filters 41 financial management 51 financial managers 15 G global 87 .

55 primary roles 61 process management 51 product managers 15 professional services 84 professional services solutions 4 project management 49 project managers 15 projects creating 22 developing a plan 23 identifying risks 28 monitoring status 30 requisitioning resources 24 public sector challenges 8 J J2EE 56 L lists 41 M main menu 39 manufacturing challenges 9 N navigation basics 38 content links 40 new product development solutions 4 O objects 63 online help 81 opportunities approving 19 R reporting 55 resource management 50 88 Overview Guide . 73 personalizing the user interface 46 platforms 57 portfolio management 49 portfolios assessing investments 34 developing scenarios 19 evaluating 32 viewing scorecards 19 portlets 45.search 42 tools 42 groups about 69 granting access rights 65 versus roles 63 creating 18 unapproved 21 organizational breakdown structure about 68 granting access rights to OBS units 65 I idea development 16 insurance challenges 6 internationalization 56 IT governance solutions 3 IT-MG system 2 P partitions about 71 example 28.

53. 60 allocating 25 granting access rights 64 roles about 61 list of 61 versus groups 63 S service connect 52 service managers 15 SSL-encryption 56 steering committee 15 Studio 33. 55. 38.resources 15. 57 T tabs and subtabs 39 team members 15 technical support 84 technology challenges 10 timesheets 27 toolbars CA Clarity PPM 42 page 43 section 44 training 82 travel challenges 7 U Unicode 56 users 60 W workflows 21 89 . 45.

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