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Are you starting a demand/portfolio management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers. -
Do you want to add interfaces to your CA PPM instance? This class will review the pros and cons of various integration methods and provide best practice on how to handle various interfaces. We’ll walk you through specific interface examples and showcase Rego’s pre-built interface sets you can leverage to reduce the time and cost of implementation. -
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. -
Have you ever thought about tracking customer feedback as part of your project closure? This class will show how lessons learned can be entered and tracked within CA PPM. -
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. -
Looking for more value in Open Workbench? Learn tricks to decrease the time you spend on project management, as well as best practices around plans, baselines, and dependencies. -
Do you want to know the best practices for implementing program management within CA PPM? More and more companies are moving to a form of program management, where projects may not be individually funded, but programs are funded instead. We will walk through how to leverage Clarity for program management, including use cases and what can and cannot be used OOTB. -
- ITFM Introduction
- PMO & IT Finance Collaboration
- Where ITFM and PPM Meet
- Connecting PPM with ITFM
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Does project and idea estimation take too long and lack visibility? This class will address one of the most common pain points within organizations: how to involve the right people within a timely project estimate. Learn some Rego best practices for defining, calculating, and modifying idea and project estimates, so you can increase throughput and ROI. -
The Re-Baseline via Change Request process is a simple method for a member of the project (who has the ability to create change requests) to request a re-baseline of the project without the project manager having to perform it. First, the user must create the change request. The user must then start the process within the change request by using the Processes tab. Once started, the process will route an action item to the Project Manager. If rejected, the process will end and the user must start it again (if needed). If approved, the process will then baseline the project and close out the change request. -
The Re-Baseline via Change Request process is a simple method for a member of the project (who has the ability to create change requests) to request a re-baseline of the project without the project manager having to perform it. First, the user must create the change request. The user must then start the process within the change request by using the Processes tab. Once started, the process will route an action item to the Project Manager. If rejected, the process will end and the user must start it again (if needed). If approved, the process will then baseline the project and close out the change request.
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The Re-Baseline via Change Request process is a simple method for a member of the project (who has the ability to create change requests) to request a re-baseline of the project without the project manager having to perform it. First, the user must create the change request. The user must then start the process within the change request by using the Processes tab. Once started, the process will route an action item to the Project Manager. If rejected, the process will end and the user must start it again (if needed). If approved, the process will then baseline the project and close out the change request.
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