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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 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.
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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. -
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. -
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. -
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. -
Are you starting a demand/portfolio management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers. -
Do you want to understand what other organizations are doing to manage ongoing CA PPM enhancements and releases? This class will review some best practices we have seen within our customers to managing a successful backlog of CA PPM work. -
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. -
Course Description: This class will provide a list of daily and weekly activities that every resource manager should follow to leverage Clarity PPM more effectively.
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