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A Quick Reference Card to assist in the approving/rejecting of Ideas. Included converting Ideas once approved. -
A Quick Reference Card to assist in the accessing and creation of Incidents in CA PPM. Incidents can be found by going to Home, then Demand Management to the Incident list menu item. -
A Quick Reference Card to assist in the creation of Ideas in CA PPM. Ideas are created by going to Home, then Demand Management and choosing Ideas from the list menu. -
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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A Quick Reference Card to assist in the use of list views in CA PPM. List Views are accessed from the Home menu. -
A Quick Reference Card for configuring List Views in CA PPM. List views are accessed from the Home menu. -
A Quick Reference Card to assist in the building of Power Filters in CA PPM. A power filter is a custom filter that searches a list page by criteria you define. Only one power filter can be created for a list page. -
This video reviews the process of creating Timesheet Adjustments – making changes to a timesheet after it has been posted. -
This video reviews how to return and approve Clarity timesheets as a Project or Resource Manager. -
This video covers the process of adding tasks to the timesheet using Populate and Add Task, using the timesheet notes functionality, entering timesheet data, updating ETC via the timesheet, and submitting the timesheet. -
This video covers the process of accessing timesheets within Clarity, both as a team member and as a Project or Resource Manager. -
The Transaction Adapter – is a text based CSV file which automates the importing of monthly non labor financial data into Clarity directly from your financial system. This integration eliminates the need to create non-labor transactions manually in Clarity and will provide more accurate project, program, and portfolio financial reporting.
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