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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. -
This video provides an overview of utilizing the various views available within Open WorkBench. The video is available in both .m4v and .wmv formats. -
This video describes the process of creating new tasks and working with the Work Breakdown Structure (WBS) within Open WorkBench. The video is available in both .m4v and .wmv formats. -
This video describes how to create and work with task dependencies within Open WorkBench. The video is available in both .m4v and .wmv formats. -
This video describes the process to assign resources to tasks within OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process of transferring assignments from one resource to another resource of the same type (e.g., labor to labor, equipment to equipment) using the Transfer Assignments Wizard in OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process either a Start or Finish date on a project in OWB. The date (start or finish) will determine the point from which all tasks in the project are then scheduled. The video is available in both .m4v and .wmv formats. -
This video describes the process to Autoschedule a project using OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process to baseline a project using OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process review and approve/reject Pending Actuals and ETCs within OWB. The video is available in both .m4v and .wmv formats. -
The leadership of your organization plays a vital role in the success of your Agile transformation. It is not always known or understood what role and what specific activities and behaviors are needed by leadership. In this session you will gain some guidance on how to appropriately get your senior leaders on board and ensure they are positioned to support the Agile journey in the most effective manner -
CA PPM allows you to create custom password rules using regex. This document lists expressions for a variety of password rule scenarios. Passwords with length limits default to between 6 and 20 characters. You can change this by editing the highlighted section of the expression. The number before the comma is the minimum password length, and the number after the comma is the maximum password length. -
The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view. -
The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view.
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The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view.
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Pending Actuals report provides the Project Managers a single place to view all the pending actuals on tasks across multiple projects. User can view only the projects that he has access to. Managers can use this portlet to analyze the actuals that have been submitted but not posted on tasks. You can further narrow your search by OBS Type & Path and Assignment Total. -
Pending Actuals report provides the Project Managers a single place to view all the pending actuals on tasks across multiple projects. This report provides graphical representation (bar chart) of pending actual hours by business unit. User can further drill down the details by clicking on particular business unit Managers can use this portlet to analyze the actuals that have been submitted but not posted on tasks. You can further narrow your search by OBS Type & Path. -
The Pending Contractor Termination Stalker process sends email to Resource Manager if the Contractor(s) termination date is 3 weeks or less. This is an On Demand process in Clarity named Contractor Reminders and can be manually executed from the Organizer. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When Contractor Reminders process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The Progress when 100% and the Status is Completed an email would have arrived to the Resource Manager with subject: “Contractor(s) With Termination Date in 3 weeks or less”. This email will list the Contractors whose contracts will terminate on the identified date. -
The Pending Contractor Termination Stalker process sends email to Resource Manager if the Contractor(s) termination date is 3 weeks or less. This is an On Demand process in Clarity named Contractor Reminders and can be manually executed from the Organizer. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When Contractor Reminders process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The Progress when 100% and the Status is Completed an email would have arrived to the Resource Manager with subject: “Contractor(s) With Termination Date in 3 weeks or less”. This email will list the Contractors whose contracts will terminate on the identified date.
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The Pending Contractor Termination Stalker process sends email to Resource Manager if the Contractor(s) termination date is 3 weeks or less. This is an On Demand process in Clarity named Contractor Reminders and can be manually executed from the Organizer. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When Contractor Reminders process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The Progress when 100% and the Status is Completed an email would have arrived to the Resource Manager with subject: “Contractor(s) With Termination Date in 3 weeks or less”. This email will list the Contractors whose contracts will terminate on the identified date.
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Course Description: Are your reports and portlets performing well? This class will walk you through specific SQL tuning tricks to make queries run faster, increase end user satisfaction, and smooth-out system performance. This is an easy way to promote efficient future development and make a huge, positive impact on user experience. -
Cleaner Phoenix UI Theme is very little padding and property sheet attributes are row based not column based. -
Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio. -
Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio.
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Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio.
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This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Category, then presents a stacked bar chart. -
This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Category, then presents a stacked bar chart.
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This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Goal, then presents a stacked bar chart. -
This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Goal, then presents a stacked bar chart.
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This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Objective, then presents a stacked bar chart. -
This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Objective, then presents a stacked bar chart.
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Part of the Business Transformations collection, this portlet displays planned revenue as defined by a project whose goal is "Grow the business". It uses the Planned Revenue Query as a data provider. This portlet provides a holistic overview of how many projects following the goal “Grow the Business” are Critical/ At Risk / On Track with regard to the planned revenue. -
Part of the Business Transformations collection, this portlet displays planned revenue as defined by a project whose goal is "Grow the business". It uses the Planned Revenue Query as a data provider. This portlet provides a holistic overview of how many projects following the goal “Grow the Business” are Critical/ At Risk / On Track with regard to the planned revenue.
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Part of the Business Transformations collection, this portlet displays planned revenue as defined by a project whose goal is "Grow the business". It uses the Planned Revenue Query as a data provider. This portlet provides a holistic overview of how many projects following the goal “Grow the Business” are Critical/ At Risk / On Track with regard to the planned revenue.
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Part of the Business Transformation collection, this portlet displays count of the planned benefits (savings) per project manager. It also displays if any of the planned benefits are Critical/ At Risk / On Track, along with the total planned benefit amount. -
Part of the Business Transformation collection, this portlet displays count of the planned benefits (savings) per project manager. It also displays if any of the planned benefits are Critical/ At Risk / On Track, along with the total planned benefit amount.
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