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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. -
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 in the creation of Master-Subprojects in CA PPM. -
A Quick Reference Card to assist in creating a project in CA PPM. Reviews options of creating from New or New from Template. -
A Quick Reference Card to assist in the creation of Program Milestones in CA PPM. This can be done from the Tasks Tab or from the CA PPM Gantt. -
A Quick Reference Card to assist in the creation of a Program. -
A Quick Reference Card to assist in the adding of Subprojects to Programs. Shows how add and remove from the Subprojects Subpage or from the Hierarchy Tab. -
The Transaction Adapter – is a text based CSV file which automates the importing of monthly non labor financial data into Clarity directly from your financial system. This integration eliminates the need to create non-labor transactions manually in Clarity and will provide more accurate project, program, and portfolio financial reporting. -
The Project Status Summary report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Project Status Summary report displays summary information about a project, including current stage, overall status, key accomplishments, upcoming activities, the cost and amount of resources that are consumed, mapped risks indicating categories with a high number of risks, and a high-level Gantt chart displaying information about the project phases and key milestones. -
All Skills report provides project managers a single place to view number of resources having a particular skill and its detailed information. This report contains a bar graph and a grid. Top Skills by Resource: Bar graph that displays # of resources having a particular skill. Y- Axis represents various skills available in the system. Resource and Skill details grid: Grid that displays information such as Skill, its parent skill, Skill path, Skill Description, Resource having that skill & his proficiency and interest level in that skill. You can further narrow your search by Parent Skills, Skills and Resource. -
All Tasks report provides project managers a single place to view KPIs related to Tasks. All the KPIs are depicted in various visualizations. Pending Actuals: Scorecard that displays the # of Actuals that are still open and not yet posted. Average Days Old: Scorecard that displays the average number of Task Days Old. Days Old is the difference between Task Finish date and Today’s Date (when Today’s Date > Task Finish date. In other cases, it is zero) Tasks by Finish Date: Column chart that displays # of Tasks by Year of Finish date. X axis display Calendar years. Data labels indicate the number of Tasks finish date within that year. Actuals by OBS level 2: Column chart that displays sum of Task Actuals by OBS level 2. X axis display OBS level2. Data labels indicate the Actuals within that OBS level2. Grid: Displays Risk details such as Project Name, Project Manager, Task Name, Task Status, Start Date, Finish Date, Days Late, Days Old, Actuals, ETC and Pending Actuals Days Late is the difference between Task Finish date and Baseline Finish Date (when Baseline Finish Date > Task Finish date. In other cases, it is zero) You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager. -
This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks. Useful when you want to make the changes to the project template which has a large WBS structure, and a lot of role assignments to tasks.
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