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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 creating a project in CA PPM. Reviews options of creating from New or New from Template. -
This course will provide an overview of CA PPM Demand Management functionality. Topics include: - What is Demand Management?
- Accessing and Creating Ideas
- Staffing the Idea Team
- Creating and Approving Idea Financial Plans
- Idea Conversion to another Investment Type
- Accessing and Creating Incidents
- Adding Incident Tasks to a Project
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This video covers the process of accessing timesheets within Clarity, both as a team member and as a Project or Resource Manager. -
This tech-trick details the steps to convert an ad-hoc view to a report. -
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. -
The Concatenate Multi-Value Lookup into One Field for Display Purposes technical trick provides an overview of how to group or concatenate the various levels and values of a Multi-Value lookup into one field in both Oracle and SQL Server environments. This allows the lookup values to be more easily displayed in a portlet. The function concatenates the values together using a choice of delimiter, which then allows the multi-value lookup to be viewed as one portlet column, in the same manner as any other object attribute. -
This solution provides an administrator the ability to log into the CA Clarity application as any user in the system. This ability is especially helpful when troubleshooting user issues and security settings. (Will not work with On-Demand Instances.) -
The Allow PM to Give Certain Rights modification allows the project manager to delegate rights (chosen by the administrator on the PM Rights object) on his or her projects. This modification eliminates the need for project managers to request additional rights through the PMO/management and simplifies the entire process for everyone involved. The system administrator is able to customize the PM Rights object to pick which rights should be granted to users by the process. The process begins when a change is made on the newly created “Grant / Revoke” field on the project object. The process will then grant or revoke (depending on what option is selected) any rights listed in the PM Rights object to the user in the “Assign PM Rights” field on the project object. -
Course description: “Does CA PPM Timeslice functionality seem like a foreign language to you? This intro to timeslices will cover an Overview of Timeslice Fundamentals, Terminology, Best Practices, Diagnostics, and the basic SQL Constructs to get you started.” -
This Process sends an email to every Action Item Assignee where the Due Date/Time has passed and the Status is either Open, or In Progress. Users may want to modify this stalker to include Status = Deferred. In addition, the Resource Manager for the Assignee receives a copy of the email. In order to generate emails, the SMTP gateway must be up and running and Resources must have a valid email address. -
This can be used to remove all automatic permissions (Resource Manager Auto) granted to users as a result of becoming a resource manager. NOTE: The ability to remove the right is with the admin only
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