CA PPM 14.x Business Analyst Certification Exam

Transcription

1 CA PPM 14.x Business Analyst Certification Exam (CAT-242) Study Guide Version 1.0

2 - PROPRIETARY AND CONFIDENTIAL INFORMATION 2015 CA. All rights reserved. CA confidential & proprietary information. For CA, CA Partner and CA Customer use only. No unauthorized use, copying or distribution. All names of individuals or of companies referenced herein are fictitious names used for instructional purposes only. Any similarity to any real persons or businesses is purely coincidental. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. These Materials are for your informational purposes only, and do not form any type of warranty. The use of any software or product referenced in the Materials is governed by the end user s applicable license agreement. CA is the manufacturer of these Materials. Provided with Restricted Rights.

3 Table of Contents 1 Exam Information Areas for Study Sample Certification Exam Questions...6 i

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5 1 Exam Information The CA Technologies Certification Program is designed to measure your skills, knowledge, and expertise in managing, administering, installing, configuring, and implementing select CA Technologies products for complete and optimized IT solutions. With CA certifications, management teams will have peace of mind that knowledgeable professionals are handling their CA Technologies applications. Proctored by a third-party vendor, KryterionOnline, CA Technologies certifications objectively validate the competencies of a project team whether that team is your in-house staff, CA Technologies Professional Services, or a CA Technologies partner. The aim of this document is to help you prepare for the CA PPM 14.x Business Analyst Exam. Make sure that you familiarize yourself with the content areas tested. Your best path to success is to attend the exam prep course(s). You may also find it helpful to review the product documentation at and to participate in CA Global User Community forums at The experience gained from taking courses and using the product will help you: Gain a comprehensive understanding of the product or solution Increase the likelihood of passing the exam on your first attempt The Exam Experience You can register to take an online proctored exam from your home or office using Kryterion s Online Proctoring (OLP) Services, or you can take an on-site proctored exam at a Kryterion testing center. If you choose to take an online proctored exam, you will need Internet access, an external web camera, and a computer that meets specific hardware and software requirements. For answers to frequently asked questions about registering for exams, locations, on-site and virtual proctoring, OLP equipment requirements, cancelation and rescheduling policies, and more, read our FAQs at CA employees may also go here for more information: Business Analyst Exam Details Product release: Major release listed in the title; Includes subsequent point releases Recertification: There is no annual requirement to recertify for the same release of a product. For each major product release, an updated exam will be available for recertification. Number of items = 50 Item types = Multiple-choice, including multiple-response questions Time to complete test: 90 minutes Passing score is 70% Attempts permitted: You may register for your first retake immediately. For subsequent retakes, you are required to wait at least thirty (30) calendar days from the date of your last attempt. Read the online FAQs for details. 1

6 Exam Security Policy Only qualified candidates who demonstrate competency by successfully passing the CA Technologies certification exam will be awarded certification credentials. Prospective certification candidates are encouraged to prepare for the exam using the Exam Study Guide and other materials available on the Certification from CA Technologies website. To safeguard the integrity of the certification program, CA Technologies requires all candidates to behave in an ethical manner and to comply with the rules of the third-party test center for on-site proctoring and online proctoring. The validity of the certification program depends on the exam content remaining secure and undisclosed to other potential certification candidates. CA Technologies will not tolerate cheating, fraud, or misconduct, which includes but is not limited to the following: Obtaining, whether through purchase or otherwise acquiring, unauthorized exam preparation materials from any non-ca website Obtaining, whether through purchase or otherwise acquiring, unauthorized exam questions from any non-ca website, including brain dump websites Acquiring or attempting to acquire exam questions through online communities, chat rooms, screen capture software, forums, and social networking sites Acquiring or attempting to acquire exam content through CA Subject Matter Experts, CA Support Staff, or CA Certified Professionals Using or attempting to use a proxy to sit for the exam in your place Taking or attempting to take an exam for someone else Receiving or giving assistance during an exam Sharing exam questions or answers with a potential certification candidate Violating testing center rules Falsifying a diploma or score report Using a CA Technologies certification logo or credential to which you are not entitled CA Technologies reserves the right to take any actions it deems reasonably appropriate in the case of suspected misconduct or violation of the terms of the Non-Disclosure Agreement, including, but not limited to, canceling an exam result, revoking exam or certification status, terminating use of the Designation, requiring a candidate to retake an exam, banning a candidate from the certification program, and reporting misconduct to the candidate s employer. CA Technologies considers cheating a serious offense that warrants disciplinary action, up to and including termination of employment. 2

7 2 Areas for Study Information from a variety of sources can represent the body of knowledge covered by the exam. Figure 1. Learning path and body of knowledge support.ca.com Experience Best Practices Green Books and Green Papers Prior Knowledge communities.ca.com CA Tech Insider Use Cases & Scenarios Practical Application of Course Concepts CA PPM 14.x Courses: 33CLR23220 CA Clarity PPM 14.1: Core Components CLR23210 CA Clarity PPM 14.1: Time Management CLR23091 CA Clarity PPM 14.x: Project & Investment Management CLR23101 CA Clarity PPM 14.x: Resource Management CLR23121 CA Clarity PPM 14.x: Portfolio Management CLR23111 CA Clarity PPM 14.x: Financial Management CLR23230 CA Clarity PPM 14.1: Demand Management 200 Notes: CA PPM 14.x training is also offered OnDemand: 33CLR OnDemand CA Clarity PPM 14.x: Project & Investment Management CLR OnDemand CA Clarity PPM 14.x: Resource Management CLR OnDemand CA Clarity PPM 14.x: Portfolio Management CLR OnDemand CA Clarity PPM 14.x: Financial Management 200 Search the CA Education Portal for courses covering the latest product releases, as they may not have been available at the time of this document posting: o Partners & Customers look here: o Employees look here: Visit us online for documentation, Communities, and more here: Register for the exam here: 3

8 Table 1. Exam Objectives Exam objectives as they map to related courseware and the body of knowledge, including percentage of exam devoted to topics. Exam Objectives Related Content Performing Basic Navigation CA Clarity PPM 14.1: Core Components 200 (33CLR23220) Initial Steps: Performing Basic Navigation Configuring the Home Page CA Clarity PPM 14.1: Core Components 200 (33CLR23220) and Account Settings Personalization: Configuring the Home Page and Account Settings Defining User Security Rights Documentation at support.ca.com, Field Experience Define User Security Rights Creating NPIOs CA Clarity PPM 14.x: Project & Investment Management 200 Create NPIOs Creating Projects CA Clarity PPM 14.x: Project & Investment Management 200 Create Projects Building Project Teams CA Clarity PPM 14.x: Project & Investment Management 200 Build Project Teams Building Project Plans CA Clarity PPM 14.x: Project & Investment Management 200 Build Project Plans Assigning Resources to CA Clarity PPM 14.x: Project & Investment Management 200 Project Tasks Assign Resource to Project Tasks Scheduling Projects CA Clarity PPM 14.x: Project & Investment Management 200 Performing Financial Planning Managing Collaboration Information Schedule Projects CA Clarity PPM 14.x: Project & Investment Management 200 Perform Financial Planning CA Clarity PPM 14.x: Project & Investment Management 200 Manage Collaboration Information Grouping Projects CA Clarity PPM 14.x: Project & Investment Management 200 Group Projects Understanding Projectrelated Processes Creating Roles and Resources Booking Project Team Members Using Resource Finder Managing Resource Requisitions Documentation at support.ca.com, Field Experience Describe Project-related Processes CA Clarity PPM 14.x: Resource Management 200 (33CLR23101) Create Roles and Resources CA Clarity PPM 14.x: Resource Management 200 (33CLR23101) Book Project Team Members Using Resource Finder CA Clarity PPM 14.x: Resource Management 200 (33CLR23101) Manage Resource Requisitions Exam Focus 4

9 Exam Objectives Performing Resource Capacity Planning Understanding Application Administration Options Creating Ideas Creating Incidents Converting Incidents to Tasks or Projects Understanding the Setup of Financial Data Defining Financial Organizational Attributes Building a Cost/Rate Matrix Defining Financial Properties of Companies, Resources, and Investments Creating Transaction Entries Related Content CA Clarity PPM 14.x: Resource Management 200 (33CLR23101) Perform Resource Capacity Planning Documentation at support.ca.com, Field Experience Identify Application Administration Options CA Clarity PPM 14.1: Demand Management 200 (33CLR23230) Ideas: Creating ideas CA Clarity PPM 14.1: Demand Management 200 (33CLR23230) Incidents: Creating Incidents CA Clarity PPM 14.1: Demand Management 200 (33CLR23230) Incidents: Converting Incidents to Tasks or Projects CA Clarity PPM 14.x: Financial Management 200 (33CLR23111) Describe the Setup of Financial Data CA Clarity PPM 14.x: Financial Management 200 (33CLR23111) Define Financial Organizational Attributes CA Clarity PPM 14.x: Financial Management 200 (33CLR23111) Build a Cost/Rate Matrix CA Clarity PPM 14.x: Financial Management 200 (33CLR23111) Define Financial Properties of Companies, Resources, and Investments CA Clarity PPM 14.x: Financial Management 200 (33CLR23111) Create Transaction Entries Posting Transactions to CA Clarity PPM 14.x: Financial Management 200 (33CLR23111) Financial Post Transactions to Financial Processing WIP Transactions CA Clarity PPM 14.x: Financial Management 200 (33CLR23111) Process WIP Transactions Setting Up Chargeback Rules CA Clarity PPM 14.x: Financial Management 200 (33CLR23111) Set Up Chargeback Rules Managing a Service CA Clarity PPM 14.x: Financial Management 200 (33CLR23111) Manage a Service Understanding BRM CA Clarity PPM 14.x: Financial Management 200 (33CLR23111) Dashboards and Portlets Examine BRM Dashboards and Portlets Building Portfolios CA Clarity PPM 14.x: Portfolio Management 200 (33CLR23121) Build Portfolios Deploying Partitions Documentation at support.ca.com, Field Experience Deploy Partitions Exam Focus 6% 6% 6% 5

10 3 Sample Certification Exam Questions These sample questions are very similar to the questions in the actual exam. Some questions may include several correct options. Question 1 In CA PPM v14.x, which new feature has been added to improve the end-user experience? A. Inline edits for lists B. Object actions on menus C. Configurable notifications D. Collapsible Smart Sections Question 2 Authorized project managers should be able to edit any project. However, you want to limit this ability to a certain set of project managers. Which best practice should you follow? A. Assign the Project Edit or Project Edit Management right (as appropriate), based on the project Organizational Breakdown Structure (OBS), to the selected users directly. B. Create a security group with the project OBS-based Project Edit Management right and associate users to that group. C. Create a security group with the Global Project Edit Management right and associate users to that group. D. Assign the Global Project Edit Management right to the selected users directly. Question 3 The Planned Allocation and the Hard Allocation section for a Staff Member do not match. If Mixed Booking is enabled, what is the resulting Booking Status? A. Soft B. Hard C. Mixed D. Hard Pending 6

11 Question 4 Which statement explains the relationship between cost plans and budget plans? A. A budget plan is submitted and becomes a cost plan when approved. B. A cost plan is submitted and becomes a budget plan when approved. C. A budget plan is submitted and becomes a benefit plan when approved. D. Values do not flow from one to another. Both are created independently. Question 5 You are defining a response strategy for a risk in CA PPM. Which steps do you perform? (Choose three) A. Specify a resolution date. B. Select responses from a list. C. Create risk category attributes. D. Specify who the strategy is assigned to. E. Specify how you will respond to the risk using free-form text. Question 6 Which conditions need to be met to convert an existing project to a program? (Choose two) A. The project contains no staff. B. The project contains no tasks. C. The project contains no schedule. D. The project contains no milestones. Question 7 An instance of which object can never be deleted? A. Task B. Issue C. Project D. Resource 7

12 Question 8 What is the correct sequence for requesting a resource using requisitioning? 1. Project manager staffs a role to the project. 2. Booking/resource manager proposes a named resource for the role. 3. Booking/resource manager searches for a resource and finds a resource to fill the role. 4. Project manager creates a resource requisition and sends the requisition to the booking/resource manager. 5. Project manager reviews the proposed named resource and accepts (books) or rejects the named resource. A. 1, 3, 2, 5, 4 B. 1, 4, 3, 2, 5 C. 2, 3, 1, 4, 5 D. 4, 5, 3, 1, 2 Question 9 You create a capacity planning scenario in CA PPM. You notice that the scenario stays active as you navigate through the application. When you have completed your what-if analysis, how do you remove the scenario? A. Click Refresh. B. Close the Scenario toolbar. C. Log out of CA PPM and log back in. D. Set the Scenario list to Plan of Record. Question 10 In Financial Management, at which levels are reports run to provide high-level roll-up reporting and detailed reporting? (Choose three) A. Entity B. Location C. Resource D. Allocation E. Department 8

13 Question 11 What MUST be established before an Entity can be created? (Choose two) A. Location OBS B. Department OBS C. Fiscal Period Type D. Default Billing Currency Question 12 You can use classes for various work categories, such as maintenance, administration, and development. You need to define the type of work done by resources assigned to an investment. Which type of class can you use? A. WIP Class B. Resource Class C. Company Class D. Investment Class Question 13 Joe Smith has submitted his timesheet and his manager approved it. Overnight, the posting job ran and the timesheet was posted. When a timesheet status is posted: A. the timesheet can be returned. B. the timesheet can be modified directly. C. the resource must create an adjustment timesheet to make changes. D. the project manager must wait 48 hours before the values posted can be viewed on the investment. 9

14 Question 14 Which Chargeback rules can be used globally within an Entity to charge Departments for Investment costs? A. Credit rules B. Overhead rules C. Standard Debit rules D. Investment-specific Debit rules Question 15 Which event must occur before the Customer Dashboard is available to a Department? A. The Department is part of a portfolio. B. The Department has subdepartments. C. The Department has subscribed to a service. D. The Department provides subscriptions to other departments. Question 16 A portfolio inventory consists of investments and includes: (Choose three) A. ideas. B. projects. C. incidents. D. programs. E. requirements. 10

15 Question 17 When you copy an existing portfolio plan, what is carried over from the original plan to the new plan? (Choose two) A. The ranking rules B. Portfolio properties C. The Distributed Target (Total) and the capital and operating costs D. Investments with a ranking number on the Waterlines page of the original portfolio plan, but not those listed as Not Ranked (NR) Question 18 Company A has two business units that will use CA PPM. Each business unit has a different set of values for fields that should be populated when creating a project. To meet Company A s requirement, which CA PPM feature should you use? A. OBS B. Partitions C. Processes D. Conditions 11

16 Answers Question 1 = D Question 2 = C Question 3 = C Question 4 = B Question 5 = A, D, and E Question 6 = A and B Question 7 = D Question 8 = B Question 9 = D Question 10 = A, B, and E Question 11 = A and B Question 12 = D Question 13 = C Question 14 = C Question 15 = C Question 16 = A, B, and D Question 17 = A and C Question 18 = B 12