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Course Description: Do some folks in your organization view Clarity PPM as worthless or of little value? In this class, we will discuss how to increase the value perception of Clarity PPM and innovative ways to sell the value Clarity PPM provides to stakeholders and users. -
Most organizations use CA PPM as part of an annual planning process, in conjunction with an ITFM or financial system. There is often a struggle to know where CA PPM fits into the process and how to effectively connect the data and processes between these tools. In this class, we will discuss how a PPM tool and an ITFM tool fit together to support annual planning. -
Are you on an older version of CA PPM? Do you want to understand the value of the new features and functions in recent versions? Have you seen the new UX and do you wonder when is the right time to move over? This class is a demonstration of the new UX, new features in both classic and new UX, and the value of these features for customers. -
The Give RM Calendar & Time Rights workflow process can be run through the "Execute a Process" job. The workflow will execute a query that gives a Resource Manager Calendar Edit and Timesheet Edit rights for their resources. These rights are not inherent for Resource Managers when they are named as an individual’s resource manager. -
The PM Stalker – Submit Status Report workflow process will email any project manager that has not submitted a status report in the last two weeks. This process will ensure that all status reports are kept up-to-date and provide management with a reliable overview of the status on the project. -
The Time Tracking Stalker - RM workflow process automatically sends an email to Resource Managers for each one of their resources that have not submitted their timesheet for a prior open time period, thus informing the RM if their resources are submitting their timesheets on time. Project Managers will also benefit since the notifications will help to ensure that time is being posted against their projects in a timely manner, helping to provide them with an accurate view of time expended on the projects. -
The Grant Team Project Edit Rights workflow allows a project manager to grant Project – Edit Management rights to all users staffed on the project. This workflow saves not only the project manager time by allowing all users on the project to update information, but also saves the administrator time from granting each resource these rights individually. The process will also remove any rights from members that have been removed from the project. -
The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports. -
This notification process sends an email to the Manager of an investment (Project, Application, Idea, etc) when the resource assigned to the team has been hard booked. The process should be scheduled to run on a daily basis as the logic in it looks to all resources where their Booking Status has been changed from Soft to Hard on the day that the process is run. It compares the audit trail date change field to the system date. If the process is not scheduled to run daily no notification will occur on hardbookings from previous days. -
This notification process sends an email to the Manager of an investment (Project, Application, Idea, etc) when the resource assigned to the team has been hard booked. The process should be scheduled to run on a daily basis as the logic in it looks to all resources where their Booking Status has been changed from Soft to Hard on the day that the process is run. It compares the audit trail date change field to the system date. If the process is not scheduled to run daily no notification will occur on hardbookings from previous days.
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“PM Stalker – Project Validations & Issues” executes various queries against the Clarity database and sends an email to all PMs who have one or more projects with any of the following conditions:- Resources have booked time in the past week (validation needed)
- Inactive Resources with ETCs still on the project
- Tasks past their Finish Date but not completed
- Task Role Assignments in the past
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This is workflow that allows you to copy documents from one item to another. This can be altered to move documents from any place they are stored to another. In this particular instance, the focus is on moving documents from one risk to another. When creating a risk that you want to copy from, utilize the attachments section of the page and the associated lookup. The lookup is filtered to only show those risks that already have documents associated with them. Upon clicking the save button, a process runs in the background to copy the requested documents from the requested risk to this newly created risk.
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