Clarity PPM Fundamentals
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1 Clarity PPM Fundamentals Rama Velpuri and Arpit Das Apress*
2 Contents J Contents at a Glance Foreword About the Authors About the Technical Reviewers Acknowledgements Preface >iv vi vii viii ix x Part 1: CA Clarity PPM Fundamentals 1 Chapter 1: Introduction to CA Clarity PPM...3 What Is CA Clarity PPM? 3 CA Clarity IT Portfolio Manager 5 CA Clarity IT Financial Manager 6 CA Clarity BRM 6 CA Clarity PPM 7 CA Clarity Resource Manager 7 CA Clarity Project Manager 8 CA Clarity Demand Manager 8 CA Clarity Project Financial Manager 9 CA Clarity Process Manager 9 Why Use CA Clarity PPM? 10 The Challenges 10 CA Clarity PPM Provides Visibility for Effective Project Management 13 Benefits of Integrating Clarity PPM with External Systems 17 Who Uses CA Clarity PPM? 17 v
3 The Public Sector and Utilities Companies 18 The Professional Services Companies 19 The Financial Sector Companies 20 The Oil and Gas Industry 21 The Entertainment Industry 22 Summary, 24 Chapter 2: CA Clarity PPM inuse 25 Project Life Cycle 25 Project Life Cycle Management 25 The Three Keys of Project Success 27 IT Governance in Real Life 28 What Is IT Governance? 28 Why IT Governance Is Necessary 29 Evaluation of Portfolio Management 31 The Origins of Portfolio Management 31 Business Investment Planning 31 The Next Step: IT Governance 32 Road Map and Maturity Assessment 50 Why Do Projects Fail? 50 Assessing Organizational Readiness 53 A Case Study 54 Summary 57 Chapter 3: An Overview of CA Clarity PPM 59 User Interface 59 Main Menu and Navigation Bar 61 Clarity Toolbar 64 Portlets on the Home Page 65 Basic Navigation 65 vi
4 Application vs. Administration Tool 6 List Pages and Filters 6 Organizer 7 Knowledge Store 8 Personalization 8 Account Settings 8 Personalize the Overview Page 9 Reports and Jobs 9 Reports 9 Jobs 9 Other Configuration Options in Clarity 9 Summary 9 Part 2: CA Clarity PPM Modules Chapter 4: CA Clarity PPM Components: Project Management Module 1 Project Management 10 Getting Started in the Project Management Module 10 Project Creation 10 Project Properties 10 Chapter 5: CA Clarity PPM Components: Resource Management The Resource Management Module 1 Resources 1 Roles 1 Create a New Resource 1 Resource Planning 1 Capacity 1 Investments 1 Resource Finder 1 VI1
5 Resource Requisitions 138 Chapter 6: CA Clarity PPM Components: Time Management 143 Set Up a Timesheet 144 Time Reporting Period 144 Security Rights 145 Resource Properties 146 Investment Properties 147 Complete Timesheet 147 Tips 148 Approve Timesheets 151 Modify Timesheet Settings 153 Posted Timesheet 154 Clarity Algorithm for Calculating ETC in Timesheets and Posting 156 Posting 156 Timesheet Editing 157 Customer Scenario 1: ETC with Two Timesheets 158 Customer Scenario 2: Pending Actuals and an Adjustment 158 Customer Scenario 3: Pending Actuals and an Adjustment 159 Summary 159 Chapter 7: CA Clarity PPM Components: Financial Management 161 The Clarity PPM Financial Management Module 161 Financial Processing Flow in CA Clarity PPM 162 Financially Enabling Objects 170 Creating Financial Transactions 174 Creating from Timesheets 174 Creating from Transaction Entry (Vouchers) 174 Creating a Voucher (Clarity Administrators Only) 174 Entering Manual Transactions 175 i/iii
6 Transaction Processing 177 Work in Process (WIP) and Actual Cost 179 Correcting Transactions (Clarity and Financial Administrators Only) 181 Clarity Invoices 185 IT Chargeback Recovery 188 Summary 190 Chapter 8: Demand Management 191 Introduction to Idea Management 192 Introduction to Incident Management 199 Chatper 9: Portfolio Management 209 Investments in Clarity 210 Using Portfolios 212 Create a Portfolio 215 Define Portfolio Content 217 Analyze a Portfolio 221 Scenarios 223 Summary 224 Chapter 10: Process Management 225 Flow of CA Clarity PPM Workflow Process 226 Create a Process 227 Execute a Process 235 Summary 236 Part 3: CA Clarity PPM Utilities 237 CA Clarity PPM Organizational Breakdown Structure 239 Organization Structure 239 OBS Definition 240 0BS Properties 243 ix
7 OBS Object Association 244 OBS and Financial Entities 244 Associating a Resource with the OBS 247 Granting Access Rights via OBS 251 OBS and Datamart 252 Partitions and Views 253 The Partition Model 253 Define Partition Model 255 Partition Configuration 257 Best Practices 264 Organizational Breakdown Structure (OBS) 264 Partitioning 264 Partition Value 265 Partition Caveats 266 Summary 267 CA Clarity PPM Security 269 Introduction to Clarity PPM Security 270 Clarity Security Model 271 Financiat/Entity-Based Access Rights 286 Object-Level Access Rights 287 Best Practices 289 CA Clarity PPM Security Audit Report Prepackaged Work Product 289 Summary 290 CA Clarity PPM Components: Prepackaged Work Products 291 CA Clarity Smart Phone Time Management App Add-on Services Component 291 CA Clarity Business Analytics Add-on Services Component 293 CA Clarity KPI Monitor Add-on Services Component 295 CA Clarity PPM Excel Ul for Resource Management Add-on Services Component 297 X
8 CA Clarity PPM Excel Ul for Risk, Issues and Change Requests Add-on Services Component 298 CA Clarity PPM Grants Management Add-on Services Component 299 CA Clarity PPM CPIC Add-on Services Component 301 CA Clarity Idea Vision Integration Add-on Services Component 302 CA Clarity Integration Accelerator 303 Base Data Extraction for CA Clarity PPM 304 CA Clarity PPM Cost and Rate Matrix Adapter Add-on Services Component 306 CA Clarity PPM Financial Transactions Adapter Add-on Services Component 307 CA Clarity PPM Projects Adapter Add-on Services Component 308 CA Clarity PPM Resources Adapter Add-on Services Components 309 CA Clarity PPM Time Actuals Adapter Add-on Services Component 310 CA Clarity PPM Data Management Accelerator 311 CA Clarity PPM Advanced Project Management Accelerator 312 CA Clarity PPM Earned Value Management Accelerator 313 CA Clarity PPM Advanced Resource Management Accelerator 314 CA Clarity PPM Advanced Financial Management Accelerator 315 CA Clarity PPM Fiscal Focus Actionable Dashboard Add-on Services Component 316 Index 319 xi
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