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A Quick Reference Card to assist in the creation of project level dependencies. You can create dependency relationships that exist between investments in a portfolio using the dependencies page of project or program properties. A dependency can occur when a task in an investment requires to be completed before a task in another investment can begin. -
A quick reference card to assist you in making Action Items in CA PPM. Action Items are non-tasks that you assign to yourself, or others assign to you. You create personal action items in the Actions Item portlet on the Overview page. -
A quick reference card to assist in the creation of a Financial Summary for an investment. -
A Quick Reference Card to assist as you configure the Task List under the Task Tab on the project. You have the option to remove or add fields to the Task List. -
The Clarity PPM New User Experience (New UX) provides a convenient way to keep your entire team informed and connected throughout the entire project lifecycle. The New UX engages your team and becomes an intuitive and natural extension of their work tasks and goals. -
Clarity has the flexibility to manage your project throughout the project life cycle, adapting to changes, risks and issues proactively to minimize the impact to the project constraints. NOTE: The tabs displayed on a project are defined by the blueprint. Different projects may be on different blueprints, and therefore may have fewer, more or tabs in a different order. -
Projects may need additional tasks from pre-existing templates for ease of use. When adding the tasks to the project, select any part of the template needed for your project. In this Quick Reference Guide, a project has already been created. -
This QRG provides some tips and instructions on how to update settings configurations in the new Clarity PPM User Experience. Covers Accessing the New UX, Update Settings, and Configuring the Grid View. -
Rego’s training materials on Clarity PPM Financials. This slide deck in based on the classic version of Clarity v15.4.1. Course materials start with an introduction, move to Cost Plans, Budget Plans and then finish with Reporting of Financial Data. There is also an appendix of supporting information. -
Rego’s training materials for Managing Portfolios in Clarity. The slide deck was put together using Clarity version 15.4.1. This course will describe how to:- Organize Portfolios
- Define Portfolio Properties
- Build Portfolio Contents and Synchronization
- Define Portfolio Targets
- Utilize the Portfolio Waterline
- Ranking Investments
- Scenario Planning
- Portfolio Analysis and Outputs
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Rego’s course materials for managing projects with Clarity PPM. This slide deck is created using Clarity version 15.6 and focuses on the Classic user interface. The course material covers the following:- Project Management Overview
- Managing Projects
- Staff the Team
- Work Breakdown Structure (WBS)
- Resource Assignments to Tasks
- Clarity PPM Autoschedule
- Financial Management
- Risks, Issues, and Change Requests
- Controlling a Project
- Program Management
- Portlets and Reports
- Clarity PPM New UX – Life of the PM Interface
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