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Do you want to report on TCO for your organization by business function, application, or service? This should be the financial management goal of every organization. This class will discuss a path and some architecture choices to make this a reality. We will highlight want some customers are doing today and share some best practices on the journey. -
Is there a way to simplify time tracking? Time is a function 90% of companies use. What are ways to have time be less of a burden to users? How can you minimize the negative perception? This session will discuss options within CA PPM or outside CA PPM to make time tracking less of a burden for all. -
There’s an upgrade in your future. Do you want to understand the costs, durations, and lessons learned? We’ll review existing and upcoming releases, the pros and cons of moving to various versions, and upgrade strategies, so you can prepare your budget and plan. -
Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG. In the last portion of this class we will walk through the high-level data model within the CA PPM database and walk through some basic NSQL portlets. This is a more technical class focusing on basic configurations - designed for non-technical people (especially the last 3 hours of the day) -
Learn basic administrative tasks in this basic administration CA PPM training, which includes setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices. These activities are focused on ongoing support vs. new configuration. -
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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The Convert Incident to Task workflow process allows users to quickly create tasks from incidents without the need to input the information twice. It utilizes a newly added checkbox and project fields on the incident object. The user will need to select the project that he or she wants the task added to using the “Project” field on the incident object. Next, the “Convert to Task” checkbox will kick off the process. Once ticked, the process will perform the necessary actions to create a task on the specified project. -
The Convert Incident to Task workflow process allows users to quickly create tasks from incidents without the need to input the information twice. It utilizes a newly added checkbox and project fields on the incident object. The user will need to select the project that he or she wants the task added to using the “Project” field on the incident object. Next, the “Convert to Task” checkbox will kick off the process. Once ticked, the process will perform the necessary actions to create a task on the specified project.
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The Convert Incident to Task workflow process allows users to quickly create tasks from incidents without the need to input the information twice. It utilizes a newly added checkbox and project fields on the incident object. The user will need to select the project that he or she wants the task added to using the “Project” field on the incident object. Next, the “Convert to Task” checkbox will kick off the process. Once ticked, the process will perform the necessary actions to create a task on the specified project.
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