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  • 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 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 Grant Edit Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet edit rights for any users if the proxy has been removed or the resource manager has changed. This process would allow a resource manager to designate a subordinate the ability to enter time on other resources’ behalf while still going to the resource manager for approval.
  • The Grant Edit Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet edit rights for any users if the proxy has been removed or the resource manager has changed. This process would allow a resource manager to designate a subordinate the ability to enter time on other resources’ behalf while still going to the resource manager for approval.
  • The Grant Edit Skill and Calendar workflow process grants the ability for resources to edit both the skill and calendar sections for their record. This workflow simplifies the task or updating a resource’s calendar or skill set by the user to update any new skills or new time off requests he or she is planning.
  • The Grant Approve Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet approval and edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet approval and edit rights for any users if the proxy has been removed or the resource manager has changed. This process is used for resource managers that will be out of the office.
  • The Email Process Instance Errors workflow process will email a selected group within Clarity informing them of process errors that are currently in the system. The selected group is input through a gel parameter so it may be easily changed. This workflow helps to resolve errors quickly by emailing group members of the errors within the system so they may take action immediately.
  • The Email Process Instance Errors workflow process will email a selected group within Clarity informing them of process errors that are currently in the system. The selected group is input through a gel parameter so it may be easily changed. This workflow helps to resolve errors quickly by emailing group members of the errors within the system so they may take action immediately.
  • 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.
  • 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.
  • Course Description:   People are the #1 key to successful implementation, acceptance, and sustaining adoption after the project is long gone. Learn some tips and tricks on how to keep key stakeholders engaged.
  • 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.
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