CA Clarity PPM v13: Project, Resource, and Portfolio Management 200 Bundle

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1 CA EDUCATION COURSE DESCRIPTION CA Clarity PPM v13: Project, Resource, and Portfolio Management 200 Bundle Course Overview PRODUCT RELEASE CA Clarity PPM v13 COURSE TYPE, DURATION, & COURSE CODE Instructor-led Training (ILT) Virtual Learning (VL) + Web Based Training (WBT) Four (4) Days ILT/VL + Three (3) Hours WBT Course Code: 33CLR2107B PREREQUISITES none Completing projects on time, on budget, and within scope is critical to a business and requires the very best in project and portfolio management solutions. CA Clarity Project & Portfolio Manager v13 (CA Clarity PPM) helps you drive strategic initiatives across your entire enterprise by managing your dynamic business requirements, complex projects, global resources, and shrinking budgets. This bundle offers you an in-depth experience with this powerful application. The course teaches key insights into project, resource, and portfolio management. You are provided with overviews, discussions, best practices, case studies, hands-on labs, and demonstrations. Bundle includes CA Clarity PPM v13: Core Components, CA Clarity PPM v13: Time Management and CA Clarity PPM v13: Project, Resource and Portfolio Management. WBTs should be taken before taking ILT/VL class. What You Will Learn Create investments for all activities that involve expenditure and resource effort. Build a project team and manage collaboration to assist toward the successful planning, deployment, and completion of projects and investments. Manage the required work breakdown structure (WBS) and risks, issues, and change requests to complete the project on time, on budget, and within scope. Assign resources to tasks to provide the cost details for your projects and identify the planned resource usage. Effectively manage project schedules to better forecast and plan the cost of projects, gain visibility into the demand for labor resources, and control the completion of tasks and project deliverables. Define time-based costs for the planned financial values of your projects. Perform role- and resource-related tasks such as creating and allocating resources, analyzing resource data, and performing resource capacity planning to help you anticipate the need to hire more resources. Scope, plan, limit, and distribute funds by thoroughly allocating money and time to high-priority initiatives. Prioritize and select projects that align most closely with corporate goals.

2 WHO SHOULD ATTEND Business End Users Key Resources Project Management Office Project Managers RECOMMENDED NEXT COURSES CA Clarity PPM v13: Business Administration 200 Course Code: 33CLR20591 Five (5) Days CA Clarity PPM v13: Data and Reporting 200 Course Code: 33CLR20601 Four (4) Days For Managers To maximize the benefits of the application for a business, users need to be aware of the powerful project and portfolio management functionality available. This bundle provides users with a thorough end-to-end understanding of the application. This course covers a wide range of tasks, from defining projects and building plans and teams to financial planning, resource capacity planning, and building portfolios. These classes can be credited toward Project Management Professional Development Units (PDUs) from the Project Management Institute (PMI ). Course Agenda Project, Resource and Portfolio Management Module 1 - Create NPIOs Compare NPIOs and Projects Create NPIOs Module 2 - Create Projects Create Projects Create Projects from Templates Create Projects from Ideas and Other Sources Locate Projects Module 3 - Build Project Teams Allocate Resources to a Project Manage Allocations and Estimates Replace Resources Using the Resource Finder Manage Staff Booking Options Module 5 - Assign Resources to Project Tasks Define the Assignment Pool for the Project Assign Resources to Project Tasks Replace Assignments Module 4 - Build Project Plans Build the WBS Create WBS Dependencies Configure the Gantt Chart Module 6 - Schedule Projects Schedule Projects Using the Gantt Chart Select the Scheduling Tool Open a Project into a Scheduling Tool

3 Course Agenda continued Module 7 - Perform Financial Planning Define High-level Financial Planning Create Cost Plans Create Benefit Plans Submit Cost Plans for Budget Approval Create Hierarchies Module 9 - Create Project Risks, Issues, and Change Requests Create Risks Create Issues Create Change Requests Module 11 - Group Projects Compare Programs with Master Projects Create Programs Examine the Program Dashboards Examine Additional Project Portlets Module 13 - Book Project Team Members Using Resource Finder Book Resources to Projects Using Resource Finder Compare Resource Finder Functionality Between Project Team and Resource Finder Pages Module 15 - Analyze Resource Data Analyze Resource Data Using the Resource Planning Portlets Module 8 - Manage Collaboration Upload Documents for Sharing Manage Action Items Manage Discussions Module 10 - Control Projects Create Project Dependencies Enable Project Auditing Baseline Projects Analyze Posted Actuals Examine the Project Dashboards Close Projects Module 12 - Create Roles and Resources Locate Resource Data Create Roles and Resources Update Additional Resource Module 14 - Manage Resource Requisitions Create Requisitions in a Project Propose Resources Accept or Reject Proposed Resources Module 16 - Perform Resource Capacity Planning Examine the Capacity Planning Portlets Create Capacity Planning Scenarios

4 Course Agenda continued Module 17 - Build Portfolios Describe Portfolio Management Create Portfolios Add Investments Build Parent-Child Portfolios Module 18 - Analyze Portfolios Review the Scorecard Page Portlets Review the Analyze Portlets Review the Advanced Portfolio Management Portlets Module 19 - Build Portfolio Scenarios Create Scenarios Generate Scenarios Course Agenda Core Components Module 1 Navigate CA Clarity PPM Navigate CA Clarity PPM Module 3 Work with Processes Define the use of processes Start and update a process Module 5 Perform Routine Operations Manage your work using the Organizer Run reports Module 2 Create a Project for Collaboration Create a project for Collaboration Create a participant team Manage Action Items Manage Documents Manage Discussions Run Searches Module 4 Work with Ideas Create an idea Review and approve an idea Convert an idea into a project Module 6 Personalise Pages and Settings Personalize the Overview page Configure list pages Create personal portlets and dashboards Configure your Home page and personal settings Configure your Favorites menu

5 Course Agenda Time Management Module 1 Set Up Your Timesheet Populate Assigned Tasks and Add Other Project Tasks Add Non-Project Entries Module 3 Approve Timesheets Approve or Return Timesheet Update Returned Timesheet and Re- Submit for Approval Module 2 Complete Your Timesheet Enter Time Create Timesheet Notes Submit Timesheet Module 4 Modify Timesheet Values and Settings Modify Your Timesheet Personalize Your Timesheet Settings Employ Other Features CA Education is the only authorized training source for CA Technologies. CA Education ensures you get training anywhere, any time and any way you need it. To learn more about how CA Education is dedicated to providing you with flexible learning options based on your budget, travel and desired skill requirements, visit and select Education.