CA Clarity

Project &
Portfolio Manager
Overview Guide
v12.0.0
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iii
Contents
Chapter 1 Introduction to CA Clarity PPM 1
What is CA Clarity PPM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
What Challenges are You Facing? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
IT Management and Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
New Product Development (NPD) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Professional Services Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Federal Government . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Who Uses CA Clarity PPM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Banking and Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Entertainment and Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Public Sector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Technology Consulting Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Chapter 2 CA Clarity PPM In ActionAn IT Example 13
The Lifecycle of a New Strategic Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
It All Starts with an Idea. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Idea Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Idea Approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
The Approval Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
A Word About Automated Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
The Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Whats the Plan? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
iv Overview Guide
Can We Get the Right Skills?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Design to Delivery. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Reporting Time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Unforeseen Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
Just Checking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Charge-back. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Was It Worth It? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Application Checkups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Thumbs Up or Thumbs Down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
The Circle is Complete. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Chapter 3 CA Clarity PPM Navigation at a Glance 37
Getting Around the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Basic Levels of Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Tabs and Subtabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Content Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Lists and Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42
The CA Clarity PPM Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42
The Page Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
The Section Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
So Whats a Portlet? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Making It Personal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Chapter 4 CA Clarity PPM Components 47
The CA Clarity PPM System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
CA Clarity PPM Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Portfolio Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Project Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
v
Demand Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Process Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
CA Clarity PPM Schedule Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
CA Clarity Service Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
CA Clarity PPM Core. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Collaboration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Document Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Portlets and Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Reporting and Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
CA Clarity PPM G2000 Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Chapter 5 Users, Roles, and Access Rights 59
Understanding Users and Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Using Roles in Project Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
What are My Access Rights? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Granting Access Rights to a Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Granting Access Rights to a Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Granting Access Rights to an OBS Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Chapter 6 Organization and Structure 67
Getting Organized with OBS Models and Groups . . . . . . . . . . . . . . . . . . . . . . . . . 68
Organizational Breakdown Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Building Partitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Chapter 7 Getting More Information and Assistance 75
CA Clarity PPM Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Administrator Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
vi Overview Guide
CA Clarity PPM Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
CA Education. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
CA Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
CA Support Online Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
CA Technology Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
Implementation Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
Migration and Upgrade Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Post-Implementation Business Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85
Index 87
1
Introduction to CA Clarity
PPM
You can apply CA Clarity PPM to business challenges across the
enterprise. It is the ideal solution when strategic planning must be
married to tactical executionespecially when the commitments of
specialized resources and the allocation of investment funds are critical
success factors.
In this guide, you will learn about CA Clarity PPM and how it can help
you address the challenges facing your organization. In this chapter, you
will get a quick overview of CA Clarity PPM and be introduced to a
fictional company that is used throughout this guide to illustrate
solutions to your challenges.

What is CA Clarity PPM?. . . . . . . . . . . . . . . . . . . page 2
What Challenges are You Facing? . . . . . . . . . . . page 3
Who Uses CA Clarity PPM? . . . . . . . . . . . . . . . . page 6
Whats Inside
2 Overview Guide
What is CA Clarity PPM?
CA Clarity PPM marries the strategic to the tactical. It couples top-
down portfolio planning and analysis with bottom-up project, program,
financial and process management. The result is a seamlessly integrated
IT Management and Governance (IT-MG) system. CA Clarity PPM
gives executives a real time view into their organization's investments,
initiatives, and resources, and empowers managers to deliver controlled
and predictable execution of projects and programs.
CA Clarity PPM is comprised of modules, some of which are used by
people throughout your organization, while the others are used to
configure and extend the system, automate processes with workflows,
and to seamlessly integrate with adjacent systems. This modular
structure enables phased implementations that let you pick and choose
the solutions you need. See CA Clarity PPM Modules on page 49.
3
What Challenges are You Facing?
CA Clarity PPM is used by organizations to improve processes in the
following areas:
IT Management and Governance
New Product Development (NPD)
Professional Services Automation
Federal Government
See CA Clarity PPM In ActionAn IT Example on page 13 for an IT
example that illustrates how an organization might approach managing
the lifecycle of software applications using CA Clarity PPM.
IT Management and Governance
The demands on IT organizations have never been higher. In addition to
fulfilling their traditional responsibilities, IT organizations are faced
with the following challenges:
Running IT like a business by forecasting and delivering results with
accuracy and precision.
Aligning IT spending with business priorities and rapidly adjusting
as conditions change.
Demonstrating measurable business value from technology
investments.
Taking advantage of outsourcing, consolidation and other cost
reduction vehicles.
Communicating effectively with business partners and other
stakeholders to create transparency, accountability, and ownership.
Operating in accordance with today's stringent corporate governance
requirements.
CA Clarity PPM Manages
the Three-phase Integrated
IT-MG Processes
Select: IT portfolio
planning business
alignment.
Deliver: Best practice
execution of the selected
portfolio plan.
Assess: Evaluate and
benchmark investments for
continuous improvement.
4 Overview Guide
New Product Development (NPD)
Using CA Clarity PPM in NPD, provides the comprehensive and
forward-looking view that Vice Presidents of Engineering, Marketing
and Product Development need to beat the competition. Using CA
Clarity PPM, organizations have benefited in the following ways:
Shorter time-to-market, often dramatically shorter.
More products introduced through improved new product
development and introduction processes.
Improved visibility into the product portfolio, resource utilization,
project and program costs and status.
Better decisions to balance development and introduction risks,
benefits and mix.
Professional Services Automation
Professional services organizations, whether stand-alone or captive
within product-oriented companies, need to manage resources,
opportunities, and billing to world class standards. Even then, it takes
controlled and predictable services delivery, coupled with clear
executive visibility, to succeed in today's difficult business climate.
CA Clarity PPM, with its world class enterprise project management,
deep resource management, and uniquely strong financial management
capabilities has long been a premier Professional Services Automation
solution.
With CA Clarity PPM, organizations have benefited in the following
ways:
Better utilization of resources
Improved visibility
Reusable best practices
Faster response to opportunities
Consistent delivery
CA Clarity PPM Manages
Critical Processes in NPD
Idea creation
Product/portfolio
management
Resource planning
Project management
5
Federal Government
The U.S. Congress and the Executive Branch have recognized how
critical IT management is to the business of governing. In addition to
fulfilling their traditional responsibilities, IT organizations within
Federal agencies must do the following:
Provide assurances that technology expenditures are necessary,
purposeful, and will result in demonstrated improvements in mission
effectiveness and customer service.
Make more sophisticated business cases for IT investments that
include risk management, flexibility and cost estimations, and
performance measurement.
Provide visibility of and accountability for IT spending in a
decentralized allocation environment.
Communicate effectively with other government agencies to
identify overlap and duplication and to explore ways to jointly invest
in projects.
Implement effective IT human capital management that identifies
the need for training, skills refreshment, hiring, and other practices.
Operate in accordance with today's stringent Federal mandates.
Meeting these challenges requires a coordinated approach to IT
Management and Governance (IT-MG) for optimal capital planning and
investment control (CPIC) in the Federal Government. CA Clarity
PPMs functionality spans the full IT lifecycle encompassing three
continuous integrated processes that help Federal IT organizations
achieve successful capital planning and investment initiatives.
CA Clarity PPM Manages
OMB and GAO Integrated
Processes
1
Select with
comprehensive planning.
Control by incorporating
best practice execution of
plans and resource
matching.
Evaluate with disciplined
program management,
measurable performance,
and by capturing true
1
OMB is the U.S. Office of Management and Budget and GAO is the U.S.
General Accounting Office.
6 Overview Guide
Who Uses CA Clarity PPM?
Some of the largest and most sophisticated customers in the world have
deployed CA Clarity PPM throughout their enterprises. Today there are
hundreds of thousands of users of CA Clarity PPM products at hundreds
of customers throughout the world. Lets look at how organizations
from various industries use the power of CA Clarity PPM to address
their business challenges.
Banking and Insurance
Challenge
Benefits Gained by Using CA Clarity
PPM
Provide high quality and
affordable services despite
escalating costs. The entire
organization (including IT)
needed to find ways to operate
more cost-effectively and more
productively as possible.
More accurately schedule resources
and optimize resource competencies,
timing, and activities to maximize ROI.
Increase productivity by making all IT
activities transparent to management.
Deliver services on time and on
budget.
Develop more accurate forecasts
when planning future IT initiatives.
Meet challenges of governmental
regulatory compliance.
Customer Success Stories
To read more customer
success stories, visit the CA
Clarity PPM website at http://
www.myclarity.com/.
7
Entertainment and Travel
Provide IT infrastructure and IT
services by improving
productivity, portfolio
management, and corporate
accountability,
Link internal/external resources and
customers to a single project and
resource management system.
Provide users with secure, consistent,
and accurate real-time data.
Give executives access to real-time
portfolios via level-specific
dashboards.
Optimize value and support of
strategic company objectives.
Automate the creation of auditable,
FASB/SOP-98-1 compliance.
Certify processes and controls for
compliance with reporting the
Sarbanes-Oxley Act.
Challenge
Benefits Gained by Using CA Clarity
PPM
Reduce operation costs and
improve decision-making on
project investments. Ensure that
projects are executed as cost
and time effectively as possible.
Align IT initiatives with top business
priorities.
Quickly respond to changing business
conditions via improved project and
resource visibility, and knowledge of
interdependencies.
Extend planning horizon.
Share resources across business units
and eliminate the over or under-
booking of resources.
Achieve managed growth by
understanding staffing needs.
Deliver projects on time and under
budget via notifications of schedule,
scope, budget, and open issues.
Challenge
Benefits Gained by Using CA Clarity
PPM
8 Overview Guide
Public Sector
Integrate and optimize IT
support for diverse yet
complimentary entertainment
services.
Achieve a high business satisfaction
score by aligning IT with business
objectives.
Realize an IT operating plan that is
delivered under budget.
Triple annual project throughput.
Deliver individual projects on time, on
budget, and on target.
Decrease time to fill new resource
requests from weeks to days.
Improve employee rotation rate to
promote skill growth and job
satisfaction.
Challenge
Benefits Gained by Using CA Clarity
PPM
Implement project management
methodologies to better control
project requests and to better
manage customer expectations.
Improve the publics satisfaction
with IT services.
Transform IT from a technology-driven
organization to a customer service
provider.
Cut millions of dollars in cost by more
effectively managing vendors and
outsourcing.
Reduce fixed labor expenses by
leveraging development across
multiple entities.
Make rapid, fact-based portfolio
adjustments to cope with budget cuts.
Ensure that investments deliver return
on investment (ROI) and align with the
agencys mission.
Challenge
Benefits Gained by Using CA Clarity
PPM
9
Manufacturing
Reduce IT service costs while
handling increased demand to
manage complex projects
across multiple divisions and
agencies.
Cut project overruns in half.
Increase overall project ROI.
Decrease administrative costs.
Improve resource utilization and skills
management.
Increase customer satisfaction with
improved project delivery and
reporting.
Challenge
Benefits Gained by Using CA Clarity
PPM
Build a project management
office (PMO), consolidate
segregated data, and ensure
data accuracy across multiple
offices. Improve project
decision-making and more
effectively manage projects.
Consolidate data from many groups
located throughout the world.
Enable decision-making based on
accurate, verifiable, real-time
information.
Align portfolios with corporate
strategies and objectives.
Sunset redundant in-house project,
portfolio, and resource management
systems.
Improve planning processes by
accurately defining project NPV (Net
Present Value).
Base expenditure decisions on
accurate cost-benefit valuations.
Challenge
Benefits Gained by Using CA Clarity
PPM
10 Overview Guide
Technology Consulting Services
Challenge
Benefits Gained by Using CA Clarity
PPM
Improve professional services
automation via standardized
processes, tools, and
methodologies.
Shorten sales cycle by increasing
credibility with customers.
Improve resource utilization to
maximize profitability.
Bring consistency to project delivery
processes, tools, and methodologies.
Decrease project ramp-up time from
weeks to hours.
Reduce average project completion
time via efficiencies gained from real-
time collaboration.
11

CA Clarity PPM Helps INR Financial Establish Global IT Governance
Without Loss of Local Practices
INR Financial is a mid-size corporation with offices throughout the world. INR Financial provides traditional
retailing banking to consumers, commercial banking to mid-to-large corporations, and investment banking
services to corporations. The following chart shows the corporate structure:
INR Financial recently
purchased and implemented
CA Clarity PPM to give them a
single, yet flexible solution to
help their IT organization
manage the increasing demand
for IT services and to
implement more controls and
accountability on their IT
projects. With CA Clarity PPM,
they can:
Facilitate collaboration by
maintaining project and
asset data in a single
database.
Track financials and
evaluate IT portfolio
investments.
Configure the system for a
business units specific local
practices and needs while
still adhering to corporate IT
policies.
Effectively manage resource
availability and plan for
capacity.
Control processes through
automation.
(continued on next page)
By Example
12 Overview Guide

Corporate IT at INR Financial governs the processes, policies, programs, and projects through the Project
Management Office (PMO). Each business unit manages their own industry-specific IT projects, but must
follow the policies, standard methodologies, and procedures defined by both the Group PMO and Corporate
PMO. All IT projects are charged back to the sponsoring business unit department. The following table
describes the responsibilities of each IT department:
Be sure to read CA Clarity PPM In ActionAn IT Example on page 13 for an example of how Retail
Banking at INR Financial manages their strategic applications using CA Clarity PPM.
INR Financial is a fictional company developed by CA to illustrate CA Clarity PPM implementations and best practices. Be
sure to look for the By Example logo in this guide for more INR Financial examples.
IT Department Responsibility
Corporate IT Represents IT at the executive level. Sets IT strategy.
Corporate Project
Management Office
(PMO)
Manages the "business-end" of IT, establishes processes and standards,
oversees and sets IT policies, and monitors regulations affecting the
banking industry, security, and technology.
Group PMO Manages line-of-business programs and projects and works with
business unit clients. Ensures compliance with Corporate IT standards.
Application
Development
Manages, develops, and tests strategic applications for the business unit.
Technical Operations Manages the business unit infrastructure, maintenance and
implementation of systems, data centers, telecommunications, internet
services, and so on.
Technical Support Manages and resolves internal customer requests and manages licenses
and leases.
By Example, continued
13
CA Clarity PPM In Action
An IT Example
This chapter will show you how Retail Banking at our fictional
company INR Financial uses CA Clarity PPM to manage the lifecycle
of new strategic applications.
INR Financial has set a strategic goal to achieve 95% customer
satisfaction in the Retail Banking business unit by the following year.
Retail Banking has identified areas for improvement and is working
with its IT department to develop and implement new strategic
applications that will help the business achieve this goal.
The Lifecycle of a New Strategic Application. . . page 14
It All Starts with an Idea. . . . . . . . . . . . . . . . . . . page 16
The Approval Process . . . . . . . . . . . . . . . . . . . . page 19
The Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . page 22
Design to Delivery . . . . . . . . . . . . . . . . . . . . . . . page 27
Just Checking . . . . . . . . . . . . . . . . . . . . . . . . . . page 30
Charge-back . . . . . . . . . . . . . . . . . . . . . . . . . . . page 31
Was It Worth It?. . . . . . . . . . . . . . . . . . . . . . . . . page 32
Whats Inside
14 Overview Guide
The Lifecycle of a New Strategic Application
INR Financial manages the lifecycle of its strategic applications using
the following process.
Demand Management for capturing ideas and requests.
Portfolio Management for reviewing and approving opportunities,
and for performing analyses and evaluating portfolio investments.
Project Management for planning projects and monitoring status.
Resource Management for requisitioning and allocating resources,
and for managing resource capacity versus demand.
Financial Management for cost accounting and charging back
project costs.
15
The following describes the users and their role in this example:
Cast of Characters
Icon Role Description
Executive Members of the steering committee, including the PMO Director,
Business Sponsors, and other PMO Managers. The committee is
responsible for evaluating opportunities and monitoring investments.
The executive role in this example is used to represent various
members of the steering committee.
Business
Relationship
Manager
The Business Relationship Manager is responsible for working with
executives of a business line to initiate and develop an investment
opportunity, and to oversee the project once it is approved.
Service Manager The Service Manager is responsible for performing the impact
assessment and determining the scope of work for products and
services related to Retail Banking Customer Self-service.
Project Manager The Project Manager is responsible for project planning and resource
requisitioning.
Financial Manager The Financial Manager is responsible for working with the Business
Delivery Manager to develop a budget for the project or program and
to set up charge-backs for services rendered.
Resource Manager The Resource Manager includes any line manager who is responsible
for managing staff of a functional area. Resources Managers respond
to requisitions identifying staff members who meet required skills. For
example, resource managers include the System Operations
Manager, Help Desk Manager, and Application Development
Manager.
Team Member Team members include a Business Analyst, Architect, Application
Developers, QA Engineers, System Administrator, Database
Engineer, Systems Operators.
16 Overview Guide
It All Starts with an Idea
Retail Banking has identified the following areas that need
improvement to achieve 95% customer satisfaction:
Credit Card division. High customer demand for online access to
their current and historical credit card purchase information. Roll
out a Members Online Service to improve customer satisfaction.
Customer Self-Service division. High customer demand for
improved online automatic bill payment service. Roll out an Online
Bill Presentment system to improve customer satisfaction and to
stay competitive.
Loan division. Poor approval rating for loan processing. Partner with
new escrow service and integrate with their system to improve
service and to more accurately estimate closing costs.
Idea Creation
The managers at each Retail Banking division work with a business
relationship manager to define and develop their IT requirements.
Together they work on ideas for improving customer satisfaction. Lets
look at what is happening at the Customer Self-service division.
The business relationship manager and managers at the Customer Self-
service division are developing an idea for the Online Bill Presentment
system. Armed with information, the business relationship manager logs
in to CA Clarity PPM, creates an idea, and submits it for approval.
Business Relationship
Manager
Ideas
The initial stage for creating
new opportunities for
investment. With formal idea
management, you can weed
out costly or non-strategic
ideas before making large
investments.
See the Demand
Management User Guide for
more information.
17
Idea Approval
The service manager uses CA Clarity PPM regularly to check for any
new items she may need to take action on, or any new ideas that require
her approval. She has configured the General page of her Personal
Overview page to display the Ideas for review portlet, which lists all
submitted ideas.
The service manager navigates to the ideas list in CA Clarity PPM. She
reviews the Online Bill Presentment idea, approves it, and then converts
it into an unapproved investment opportunity for review in the IT
portfolio.
Service Manager
Two ideas
from Retail
Banking
18 Overview Guide
An application opportunity is created. The unapproved investment
opportunity awaits review by the steering committee.
Reviews idea
from the Ideas
lists and
approves it
Converts idea to
an unapproved
investment
opportunity
Selects
Application as the
investment type
Impact Assessment
When the service manager
approves an idea, she
performs an impact
assessment to determine the
cost and benefit of the
opportunity, its alignment to
corporate goals, and any risks
that may make the opportunity
a poor investment.
19
The Approval Process
The Retail Banking business unit has a yearly IT budget of $20 million.
The Retail Banking IT steering committee meets quarterly to evaluate
all approved and unapproved opportunities in Retail Banking. They will
evaluate and determine which mix of opportunities provide the most
strategic value for the organization.
Marco, a member of the steering committee, conducts analyses on the
Retail Banking Opportunities portfolio using CA Clarity PPMs
Portfolio Management features. He views the Retail Banking
Opportunities scorecard and sees that the current mix is $2 million over
budget.
He creates a scenario to see what happens if the portfolio contains only
investments with a positive return on investment (ROI) and an
alignment score greater than 68.
Executive
A negative
variance indicates
a budget overrun
20 Overview Guide

On the day of the steering committee meeting, Marco presents his
analysis of the portfolio, which includes showing the following portlets:
With these tools, the steering committee has a clearer picture of the
Retail Banking Opportunities portfolio and can make a more informed
decision about which opportunities to approve.
The steering committee approves the following for the next quarter:
A positive scenario
variance indicates the
portfolio comes in
under budget
Online Bill Presentment is a
medium-size application with
medium risk and NPV for its cost.
Online Bill Presentment is well-aligned with
corporate goals and has a positive ROI.
21
Online Bill Presentment system (Customer Self-service division)
Data Integration - Merger with Bancor (Credit Card division)
Re-engineer Customer Service Facility (Customer Accounts
division)
Member Online Services (Credit Card division)
Approval notifications are forward to the appropriate business
relationship managers.
A Word About Automated Processes
Retail Banking at INR Financial uses automated processes to
standardize their workflow. For example, when an idea or opportunity is
created, the automated idea approval process routes the approval request
to the appropriate people who then can take action on the request.
Business relationship managers can check the progress of the ideas they
initiated by viewing the Processes tab on their Personal Organizer page.
Unapproved Opportunities
Loan Escrow Integration was
the only customer
satisfaction opportunity not
approved.
Unapproved opportunities
may remain in a portfolio and
could be reevaluated at the
next steering committee
meeting. You may want to
revise your opportunities to
ensure that they more closely
align with corporate goals,
generate more benefit, or
reduce investment risks.
Best Practice Workflows
Automated processes keep
the workflow moving. They
route action items and
notifications to people when
it is their turn to complete a
request.
A workflow analyst at your
organization can design
automated processes
according to your best
practices.
See the Administration
Guide for more information.
22 Overview Guide
The Roadmap
The business relationship manager receives the good news about her
idea. She creates a program for the Customer Satisfaction initiative and
makes it the master project. She also creates the following three
subprojects and assigns each a project manager:
Online Bill Presentment system (IT Operations - Boston, MA).
Application development for system and hosting effort for US
customers.
ACH Integration (Outsource - India). Development effort for ACH
integration.
Hosting Services (IT Operations - France). Hosting effort for
European customers.
Once the program and subprojects are created, the business relationship
manager works with each project manager to develop project plans,
identify tasks, and requisition resources.
Business Relationship
Manager
23
Whats the Plan?
The project manager for the Online Bill Presentment project uses Open
Workbench to develop the project plan and tasks. He accesses CA
Clarity PPM from Open Workbench and does the following:
Opens the project started by the business sponsor.
Edits the project plan.
Saves the updated project back to CA Clarity PPM so that team
members and other interested parties can view the project plan.
Project Manager
Scheduler Tools
Open Workbench, an open
source desktop project
scheduling application, and
Microsoft Project are both
integrated with CA Clarity
PPM for project planning.
You can open and save
projects to and from CA
Clarity PPM using CA
Clarity PPM Schedule
Connect.
See the Using CA Clarity
PPM with Open Workbench
and Microsoft Project guide
for more information.
Save project back to
CA Clarity PPM
Open project in Open
Workbench
Open Workbench
24 Overview Guide
Can We Get the Right Skills?
The project manager for the Online Bill Presentment project identifies
the required skills needed for this project and starts requisitioning for
resources. He defines staffing requirements by adding soft-booked
resources or roles to his project for the following teams:
Design Team. These resources are needed to write the functional
specifications, design documents, and perform a data analysis.
Development Team. These resources will develop and test the
application based on the design teams specifications.
Implementation Team. These resources are responsible for
implementing the application at the US host site.
Based on the pre-defined staffing requirements, the project manager
creates a requisition.
Project Manager
25
Requisition requests are sent as notifications to resource managers who
have access rights to respond to this type of request. They can go to their
Notifications page in their Personal Organizer to review the requisition.
Resource managers respond to the requests by identifying available
resources who meet the required skill set.
Resource Manager
Resource Planning
Resource Planning better
enables you to manage your
resources utilizationtheir
allocation and availability.
See the Resource
Management User Guide for
more information.
26 Overview Guide
After the resource manager proposes matching resources for the roles,
the project manager hard-books and allocates team members to the
project and assigns them tasks. Team members are ready to begin their
work as scheduled.
Project Manager
27
Design to Delivery
Reporting Time
The Online Bill Presentment project is under way. Each week, team
members enter time they spend on this project and any other projects
they are participating in.
Submitted timesheets are approved by the submitters resource manager
and project manager. Any time booked against a project is posted and
integrated as actuals in the project plan. The project manager can then
use this information to analyze the status of the project, estimate and
report on project progress, and modify the project plan if necessary.
Team Member
28 Overview Guide
Unforeseen Events
As work on the project progresses, risks and issues are identified,
managed, and mitigated.
Suresh, the lead developer on the India team, has discovered that
authentication for the ACH Integration is causing system crashes. He
believes that version incompatibility may be the root of the problem.
He creates a risk on the project to alert managers of a possible project
delay.
Team Member
Partitions
HiTech Outsourcer in India
provides project management
and technical resources for
the ACH Integration project.
They have different project
management requirements
and processes than Retail
Banking IT. They are
managing their projects in CA
Clarity PPM using a different
user interface from their peers
in Retail Banking IT.
With partitions, both groups
can follow their own local best
practices, yet still
communicate and share
information with each other.
They can roll up their status,
availability, and costs for
corporate reporting and
analysis.
29
All project managers have added the Risk Tracking portlet to their
Personal Overview page. They now can see all the risks associated with
all projects in the Customer Satisfaction program from one location.
During the program status meeting, the business relationship manager
and all project managers on the Customer Satisfaction program review
project risks and determine that the ACH Authentication risk must be
addressed.
Suresh is informed of this decision and converts the risk to an issue. The
issue gets resolved by creating a change request that is managed in CA
Clarity PPM.
Business Relationship
Manager
Project Manager
Managers
can see
that this
risk
negatively
impacts the
project.
30 Overview Guide
Just Checking
All the projects associated with the Customer Satisfaction program are
well on their way to completion. The business sponsor periodically
checks the status of the program to ensure it remains on track. She
personalized her program dashboard by adding a table that tracks labor
effort, links to subproject plans, and a chart that tracks the programs
ROI.
Executive
31
Charge-back
The Online Bill Presentment project is complete and available to
customers. At INR Financial, the Finance organization has a policy to
charge all project costs back to the divisions who request IT services.
The financial manager has set up a demand billing system in CA Clarity
PPM to charge-back the labor cost of the entire Customer Satisfaction
program to the Customer Self-service division. During the next billing
cycle, the financial manager charges the Customer Self-service division
for the cost of the program.
The Customer Self-service division receives the bill and access to the
complete details of all projects costs.
Financial Manager
Charge-back Allocations
Suppose that Commercial
Banking at INR Financial
heard about the Online Bill
Presentment system that
Retail Banking was
developing and agreed to pay
for 20% of the total cost if
Commercial Banking
customers could use the
system for one year.
In this case, the financial
manager can set up charge-
back allocations and bill the
Customer Self-service division
at Retail Banking for 80% of
the cost and bill the Preferred
Accounts division at
Commercial Banking for 20%
of the cost.
See the Financial
Management User Guide for
more information.
Screenshot
32 Overview Guide
Was It Worth It?
Nine months after the completion of the Online Bill Presentment
system, members of the steering committee and the service manager
want to know if the application is helping the organization achieve its
goal of 95% customer satisfaction.
Retail Banking uses the following tools to help measure the success of
its investments:
Customer satisfaction surveys. Surveys are sent out quarterly to a
sampling of Retail Banking customers to gather information about
customer satisfaction, usability, usage, and other topics.
Incidents logged against the application are compiled and evaluated
for technical issues, services issues, and product enhancement
requests.
Application Portfolio scorecards and analysis. Scenarios are
developed and analysis is performed on the portfolio.
33
Application Checkups
INR Financial manages all of its applications, service contracts, and
assets in CA Clarity PPM so that the organization can track incidents,
usage, costs, alignment, and risk of their investments.
Systems operators at the data center are responsible for overseeing the
general health, performance, and maintenance of all Retail Banking
systems. Application information tracked in CA Clarity PPM is used to
analyze and evaluate applications.
Team Member
Tracking Application Data
A developer at Retail
Banking used Studio to
configure the Application
object. This object includes
additional fields that can
track business alignment,
usage, risks, and the
technical condition of
applications.
See the Studio Developers
Guide for more information.
The results from Customer
Satisfaction surveys are
factored into the value of the
application. For example,
has overall service quality
improved since the
application was launched?
Application
usage tracks
how many
customers are
using the
system.
34 Overview Guide
Thumbs Up or Thumbs Down
At the quarterly meeting, the steering committee and service managers
assess the progress of running applications. They evaluate the Online
Bill Presentment system by looking at the Retail Banking - Applications
portfolio to see how it measures up against other applications.
By maintaining application metrics in CA Clarity PPM, the steering
committee and other interested parties are better able to assess their
investments.
Executive
Service Manager
Online Bill Presentment system
shows promise, but usage is low
Amortization System raises a
warning flag. Alignment and
usage are low, and cost is high
Member Online Services
is a star. Alignment and
usage is high
35
The following is a partial list of the conclusions that the steering
committee came to:
The Circle is Complete
This completes the Lifecycle for New Strategic Applications at INR
Financial example. It is just one way to use CA Clarity PPM.
Talk with your sales representative or your CA engagement manager
about ways you can harness the power of CA Clarity PPM to address
your business challenges.
Retailing Banking - Q2 Application Assessments and Recommendations (partial list)
Application Assessment Recommendation
Online Bill
Presentment
(Customer Self-
service division)
Shows promise.
Appears to be increasing
satisfaction among
customers who are using
the system.
Relatively low cost and risk
to maintain.
Adoption rate is low.
Continue supporting the
system. Continue to
monitor incidents for
technical and usability
issues.
Build awareness via
marketing campaign to
increase usage. Discuss
with marketing.
Member Online
Services (Credit
Card Services
division)
Star performer. Stay the course. Continue
monitoring.
Amortization
system (Loan
division)
Warning flag.
Older system used
internally only by a few
departments.
No longer aligned with
corporate goals, usage
low, poses a security risk,
and maintenance cost is
high.
Sunset the system;
develop phase-out plan.
Train departments on the
INR Loan Processing
system.
36 Overview Guide
37
CA Clarity PPM Navigation at
a Glance
Getting there from herewith ease. CA Clarity PPMs user interface
incorporates familiar navigational elements designed to get you to the
pages, objects, and portlets you need to get your job done.
Also find out about CA Clarity PPM portlets and how you can use them
to create a personalized CA Clarity PPM environment that addresses
your specific requirements and needs.

Getting Around the User Interface. . . . . . . . . . . page 38
Basic Levels of Navigation . . . . . . . . . . . . . . . . page 39
Lists and Filters . . . . . . . . . . . . . . . . . . . . . . . . . page 41
Toolbars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . page 42
So Whats a Portlet? . . . . . . . . . . . . . . . . . . . . . page 45
Making It Personal . . . . . . . . . . . . . . . . . . . . . . . page 46
Whats Inside
38 Overview Guide
Getting Around the User Interface
CA Clarity PPMs user interface can be configured to present
information and functionality that is important to you and your
organization. Studio developers can build a CA Clarity PPM solution
that make sense for your organization and deploy it company wide.
Everyday users, like yourself, can personalize pages to present
important information the way you want it and when you want it.
See Making It Personal on page 46.
See the Studio Developers Guide for more information on how to
configure CA Clarity PPM using Studio.
Main Menu
Page Navigation
and Title
Tabs and
Sub-tabs
CA Clarity PPM
Page
Toolbar
Content Menu Content Area
39
Basic Levels of Navigation
The CA Clarity PPM user interface has the following basic levels of
navigation:
Main menu
Tabs and subtabs
Content menu
Main Menu
The main menu lets you quickly move around to different areas of CA
Clarity PPM, such as your personal dashboard and any CA Clarity PPM
modules to which you have been given access.

Tabs and Subtabs
Many of the pages you access from CA Clarity PPM have tabs and
subtabs that lead to an itemss details, such as to general information
(name and ID), issues or risks associated with a project, skills of a
resource, incidents assigned to an asset, and more.
No matter what page
you are on, the main
menu always lets you
know where you are in
CA Clarity PPM.
40 Overview Guide
Some pages may have tabs, but no subtabs. Other pages may not have
any tabs or subtabsit all depends the number of properties associated
with the item.
Content Menu
The content menu gives you access to additional details of an item. For
example, the main properties of a project may have links to general,
schedule, budget, or risk details.
Not all pages have a content menu.
Content Menu
41
Lists and Filters
In many cases, you access details by browsing through a list and
selecting the item whose details you want to view. If you do not know
what exactly you are looking for, browsing is a good way to navigate to
an item.
However, a list often spans many pages making it difficult to quickly
locate the information you need. Even if you only know partial
information, you can use filters to shorten the list to a specific item or to
a range of items that match specified criteria.
See the CA Clarity PPM user guide for the module you are working in
for specific information on using filters to locate items. See CA Clarity
PPM Documentation on page 76.
Filter the list of
items based on a
set of criteria
Create filter
expressions
Select all items
listed on the
current page, or

Select individual
items
Select a saved
filter
Object action bar
Filter action bar
Minimize the filter and change
the focus to the list view
Results List
42 Overview Guide
Toolbars
Toolbars appear at the global level, page level, and section level in CA
Clarity PPM.
The CA Clarity PPM Toolbar
The CA Clarity PPM toolbar is persistent. It always displays no matter
where you are in CA Clarity PPM.
Global Search
You can perform a global search for documents stored anywhere in CA
Clarity PPM to which you have access rights. Global search is available
only from CA Clarity PPM and not the Administration Tool.
See the Common Features and Personal Options User Guide for more
information on performing basic and advanced searches. See CA
Clarity PPM Documentation on page 76.
Global Tools
The following tool icons may be displayed depending on your access
rights:
Global Tools
Icon Tool Description
Administration
Tool
Displayed only from CA Clarity PPM if you have
administrator access rights. Click this icon to
access the Administration Tool.
See the Administration Guide.
CA Clarity PPM Available only from the Administration Tool.
Click this icon to return to CA Clarity PPM.
Displays either the system default Home page
or the user-defined Home page.
Global Search Global Tools
43
The Page Toolbar
A page toolbar may appear when you can perform additional actions
that affect the entire item, such as showing items based on their status,
attaching relevant web links or notes to a project, program, or other
items.
The actions you can take or the tools that are available from a page
toolbar vary by each type of item.
Set as Home Page Available only from CA Clarity PPM. Click this
icon to set the current page as your Home
page. You can set any page in CA Clarity PPM
to which you have access as your Home page.
Current Timesheet Available only from CA Clarity PPM. Click this
icon to access your most recent and
unsubmitted timesheet.
Calendar Available only from CA Clarity PPM. Click this
icon to access your personal CA Clarity PPM
calendar and view your scheduled events,
notifications, tasks, and more.
Toggle Navigation
Visibility
Available from CA Clarity PPM and from the
Administration Tool. Click this icon to hide or
show the side navigation bar.
Help Always displayed. Click this icon to access the
CA Clarity PPM Online Help.
See CA Clarity PPM Online Help on page 81.
Logout Always displayed. Click this icon to log out of
CA Clarity PPM. If you click this icon, you must
log back on to access CA Clarity PPM again.
Global Tools (Continued)
Icon Tool Description
Page Toolbars
appear below tabs
and subtabs
44 Overview Guide
The Section Toolbar
A section toolbar may appear when you can perform additional actions
on a portlet or object filters.
The actions you can take or the tools that are available from a section
toolbar vary by each item type.
Section
toolbars
appear below
the section or
portlet title
45
So Whats a Portlet?
Portlets are snapshots into CA Clarity PPM data. They are window
panes into information that is important to you. Portlets can be graphs,
tables, or web page snippets.
For example, the General page in your Personal Overview is composed
of portlets.
CA Clarity PPM comes with a default set of portlets, such as a list of
action items, projects you are working on, favorite links, and
notificationscontent you might be interested in viewing on a regular
basis.
Your Studio developer or any person with rights to Studio can also
create an unlimited number of portlets, such as a portlet that lists newly
posted ideas, or a graph that shows the Return on investment (ROI) and
alignment of a portfolio.
Action Items Portlet
My Projects Portlet
Project Alignment Portlet
46 Overview Guide
Making It Personal
Have it your way. With CA Clarity PPM, you can make your CA Clarity
PPM experience as personal as you want it. You can personalize
Personal Overview pages and other pages throughout CA Clarity PPM.
If you have the appropriate access rights, you can personalize your
pages and arrange content on pages in ways that make sense to you.
Depending on the page, you can:
Add or remove portlets and arrange content
Add or remove tabs
The following are examples of CA Clarity PPM pages you can
personalize.
Pre-configured Personal
Overview Pages
Your Personal Overview page
may already be configured
with portlets that your
organization considers
important.
Personal Overview page
Add or remove portlets. Add
add or remove tabs.
Project Dashboard page
Add or remove portlets.
Rename tabs and rearrange
portlets on the page.
Portfolio Contents page
Add or remove portlets.
47
CA Clarity PPM Components
Based on a web services architecture, CA Clarity PPM supports a
flexible, phased approach to implementations. Your organization can
pick and choose solutions that suit your needs. With CA Clarity PPM,
implementations can be as small as 20 users focusing on portfolio
management or as large as 100,000 users taking advantage of all of CA
Clarity PPMs solutions.
Before you can implement CA Clarity PPM, you will need to know
what solutions CA Clarity PPM offers. Here you will get a brief
overview of CA Clarity PPM modules, core services, and architecture.

The CA Clarity PPM System . . . . . . . . . . . . . . . page 48
CA Clarity PPM Modules . . . . . . . . . . . . . . . . . . page 49
CA Clarity PPM Core. . . . . . . . . . . . . . . . . . . . . page 54
CA Clarity PPM G2000 Architecture . . . . . . . . . page 56
Whats Inside
48 Overview Guide
The CA Clarity PPM System
The CA Clarity PPM system guarantees that an enterprise portfolio
management implementation is driven by business goals, objectives and
strategic vision rather than by the technology constraints of an
inadequate architecture.
.
49
CA Clarity PPM Modules
Portfolio Management
Project Management
Make the Right Investment Decisions Investment planning performed in a single, integrated
system with the ability to assess any portfolio type.
Out-of-the-box metrics, such as true benefit and true
cost, alignment, and risk, offer flexibility and accuracy
when measuring investment evaluations.
"What-if" scenarios identify the best business
alternatives.
Real-time investment status allows faster response to
obstacles.
See the Portfolio Management User Guide.
Execute Projects with Control and Predictability Robust collaboration for improved project planning
and coordination across geographically dispersed
business units and outsourcers.
Best practices, templates, and methodologies
decrease project initiation time, increase project
success rates, and leverage PMO expertise.
Powerful workflows cut down on administrative
burdens by automating routine tasks.
Workflow status indicators and project dashboards
help eliminate bottleneck by letting managers know
the progress of their processes.
Scalability that is appropriate for portfolios ranging
from 100 to 10,000 projects and 50 to 50,000 users.
See the Project Management User Guide.
50 Overview Guide
Resource Management
Demand Management
Maximize Return on People Search capabilities enable you to match people to
your work requirements based on role, availability,
skill, and more.
Skill assessment helps you assess employees
alignment with corporate initiatives by reviewing and
tracking their skills, experience, and certifications.
Resource requisitions enable you to communicate
resource requirements efficiently to resource
managers.
Capacity planning lets you focus on critical areas by
highlighting capacity and demand overloads by
organization unit, project, or roles.
Gain insight into your organizations portfolio by
showing how work (demand) compares with
resources availability (capacity).
What-if analyses on projects simulate different
scenarios, such as when demand is shifted to prevent
overcapacity.
See the Resource Management User Guide.
Capture and View IT Supply and Demand Capture, catalog, evaluate, and approve product or
technology ideas, project requests, and early-stage
initiatives.
Manage unplanned work by capturing incidents and
service requests from IT help desks and qualify them
for impact, urgency, and priority.
Connect service and project functions from a single
view through which all demand is evaluated and
managed, while offering total visibility to resource
utilization.
Prioritize work and allocate resources to the highest-
value opportunities.
See the Demand Management User Guide.
Placeholder
51
Financial Management
Process Management
Streamline Project Billing, Charge-backs, and
Financial Reporting Processes
Capture and retain transactions for financial periods
including reversals.
Multi-currency support for defining, processing,
invoicing and analyzing financial transactions across
global operations.
Charge-backs to allocate cost to funding departments
as a percentage split at the overall project level or at
the individual task level.
Financial reports increase control by capturing
expenditures, accessing historic information.
See the Financial Management User Guide.
Automate Business Processes, Remove
Bottlenecks, and Reduce Cycle Time
Powerful workflows visually control and track the flow
of ideas, documents, and resources.
Adhere to best practices by embedding workflows in
project templates.
Facilitate milestone reviews of the end of each project
phase and allow the review committee to specify exit
conditions.
Out-of-the-box processes, such as document
approval or timesheet approval, help you develop
workflows quickly.
See the Administration Guide.
Placeholder
52 Overview Guide
CA Clarity PPM Schedule Connect
CA Clarity Service Connect
Connect CA Clarity PPM to Open Workbench and
Microsoft Project
Extensive project management functionality via the
Web browser. Project managers can harness the
power of desktop computers for detailed planning and
scheduling.
Bi-directional integration. Users just check out a
project, edit it locally, and then save it back without
time consuming file conversion.
See the Using CA Clarity PPM with Open Workbench and
Microsoft Project Guide guide.
Connect CA Clarity PPM to IT Service
Management Applications
Pre-built connectors support the Demand
Management module to IT Service Management
(ITSM) applications.
Uni- or bi-directional interfaces allow for ITSM
applications queries and the return of selected
incident records on a user-defined schedule.
Complete mapping exposes the data fields to the
interface designer from CA Clarity PPM and ITSM
applications.
See the Integration Guide.
53
Studio
Configure CA Clarity PPM to Deliver Dynamic
and Personalized Content
Build and deploy personalized portals, pages, menus,
and business objects that adapt the software to your
business process.
Standard and company-specific porlets enable users
to create custom dashboards.
PowerMods framework lets you configure and extend
business objects in CA Clarity PPM. Studio
developers can define forms using a mixture of
standard and user-defined fields, specify validation
rules, create list views with filters, and establish
hyperlinks between objects.
See the Studio Developers Guide.
Placeholder
54 Overview Guide
CA Clarity PPM Core
CA Clarity PPM modules are supported and interconnected by a set of
core services that empower users to effectively collaborate, manage
documents, build personalized dashboards, and create and analyze
business information.
Collaboration
Document Manager
Work on Business Initiatives With Team
Members From Around the Globe
Discussion threads facilitate decision-making by
posting questions, communicating and resolving
issues, and sharing documents.
A calendar lets you share project-specific events,
milestones, and to-dos.
The Knowledge Store is a repository available to all
users for storing company forms, templates, best
practices, and reports.
Easily Store and Share Documents Secured documents ensure that users have access to
the information they need and nothing more.
Administrators can apply security to documents by
user, group or role, and organizational breakdown
structure (OBS).
Document check in and check out tracks document
history, and lets you access and manage prior
versions.
Powerful search capabilities help you find documents
based on specific criteria.
Automated workflows route documents for reviews
and approvals.
55
Portlets and Dashboards
Reporting and Analytics
Access Business Intelligence that is
Important to You
Framework to personalize your dashboards with
ease.
Portlets can be added to dashboards. Portlets are
small windows of information presented as graphs,
tables, or web page snippets developed and
deployed by Studio developers.
Raise Business Intelligence with Real-time Views,
Reports, and Analytics
A fully integrated reporting engine provides deep
data visualization and analysis capabilities.
Standard reports are embedded throughout CA
Clarity PPM modules providing users with key
information about their work or business when
they need it.
The Datamart supports the reporting and analytic
service. The datamart provides a consolidated
reporting infrastructure that lets you create
summary and detailed reports.
56 Overview Guide
CA Clarity PPM G2000 Architecture
The CA Clarity PPM G2000 architecture is designed to meet the
challenges of small and large deployments of CA Clarity PPM.
Scalable
Three-tiered architecture enables an organization to scale virtually to
any level of users.
J2EE provides the standards-based services needed to deliver
scalable, reliable deployments and Web services.
Cluster configuration Administration Tool for centralized control
over clusters within multiple sites.
Integration with CA Clarity XML Open Gateway
CA Clarity XML Open Gateway (XOG) is a comprehensive set of
eXtensible Markup Language (XML) and Java-based APIs.
Infrastructure middleware supports Enterprise Application products.
Business rules preserve data integrity.
Information exchanges from integration APIs access the same
business logic as users who manually enter data.
Secure
Single-sign on, such as SSL-encryption connection and integration
with an existing LDAP system for authentication and authorization.
User security administration. Administrators can grant access rights
by roles, groups, and organizational breakdown structures (OBS).
User rights can be updated quickly when changing jobs or moving
across organizations.
Locale-aware
Unicode support for double-byte languages lets users work on the
same installation and experience CA Clarity PPM in their native
language and locale combinations.
Users in different time zones receive all events and notifications in
their local time.
57
Multi-currency support for cost, benefit, expense, rate, billing,
invoicing, and charge-back transactions.
Upgrade Friendly
Studio allows you to tailor business objects, such as portfolios, projects,
and resources, without programming or customizations using
PowerMods. During upgrades, all modifications made using Studio are
automatically reflected in the new installation so that upgrades are quick
and easy.
See Studio on page 53 for more feature information. See the Studio
Developers Guide.
Choice Platforms
Operating systems: AIX, HP-UX, Solaris, and Windows, MacOS,
and Mozilla FireFox.
Relational databases: Microsoft SQL Server and Oracle.
Application servers: BEA Weblogic and IBM WebSphere.
See the Product Architecture Stack for details on supported
architectures.
58 Overview Guide
59
Users, Roles, and Access
Rights
CA Clarity PPM users are the team members, administrators, managers,
executives, customers, and partners who are involved in the delivery of
programs and projects important to your organization.
Users access CA Clarity PPM for a number of reasonsranging from
project team members completing their weekly timesheets to managers
scheduling projects or planning budgets to executives monitoring and
assessing portfolio investments.
In this chapter, learn about the people who use CA Clarity PPM, the
roles they play, and the ways in which they can be granted access rights
for the work they perform.

Understanding Users and Resources . . . . . . . . page 60
Using Roles in Project Planning . . . . . . . . . . . . page 61
What are My Access Rights? . . . . . . . . . . . . . . page 63
Whats Inside
60 Overview Guide
Understanding Users and Resources
A resource in CA Clarity PPM is person, a piece of equipment, material,
or an expense that represents a cost to a project.
See the Resource Management User Guide for more information on
creating new resources based on resource types.
Resource Types in CA Clarity PPM
Resource Type Description
Labor The work or labor performance on projects.
Equipment The equipment needed to complete a project, such
as overhead projector, truck, or computer.
Material The physical goods needed to manufacture a
product, such as steel for manufacturing
automobiles, chemicals for producing medication, or
chocolate for making candy bars.
Expense Any daily costs incurred, such as travelling expenses
to customer sites.
CA Clarity PPM Users as
Resources
CA Clarity PPM users are the
labor resources whose hours
are entered into timesheets
and tracked on project plans
as actuals.
Tracking Project Costs at INR Financial
People are the most important resource at INR Financial. Without people,
projects cannot be completed, customers cannot be served - business simply
cannot move forward. With thousands of employees, outsourced services,
and temporary workers employed across the globe, INR Financial uses CA
Clarity PPM to manage these valuable resources and to ensure the
appropriate resource mix is maintained to achieve their strategic goals.
INR Financial is tracking the following resource types:
Labor. For tracking planned versus actual time team members spend on a
project.
Expense. For tracking travel, temporary workers, and outsourced services
associated with a project.
By Example
61
Using Roles in Project Planning
Roles represent the job responsibilities of resources who are assigned to
a project. For example, resources who are network administrators might
be grouped by the Network Administrator role or users who are business
analysts might be grouped by the Business Analyst role.
Grouping resources with similar job responsibilities makes it easier for
managers to:
Identify and verify the availability of resources who have the job
skills you require for your project.
Create a role-based cost/rate matrix to simplify cost estimates and
budgets by using cost rates of roles instead of individual resources.
Examples of Common CA Clarity PPM Roles and Associated Job Titles
Role Job Title Description
Portfolio
Manager
Executive CIO Oversees the entire IT Division. Chairs the Corporate IT
Steering committee.
Group CIO; Group Head Oversees the IT group for the business unit. Chairs the
Group IT Steering committee.
Business
Sponsor
Vice-presidents of various
business units, business or
service lines
Sponsors IT programs and projects. Participates in the
Group IT Steering committee.
Project Manager Technical Manager, Technical
Lead, or any functional manager
managing the day-to-day
deliverables of a project
Manages projects, subprojects, or interdependent
projects. This person is the technical expert for the
product or application in development. Builds and
manages the project team. Updates project schedules.
Technical Lead Technical Lead, Engineering
Lead
Writes design documents or functional specifications. A
technical expert for a particular line of business. This
person may also be a project manager.
Business
Analyst
Business Analyst Defines data and process flows for the application.
Architect Architect Designs systems.
Database
Administrator
Database Administrator Manages and maintains databases.
Primary Roles
A primary role designates a
role as the one a resource
performs most often. For
example, an Operations
Manager who is assigned
Resource Manager as his
primary role, may
occasionally act as a Project
Manager.
62 Overview Guide
See the Resource Management User Guide for more information on
creating new roles, assigning roles to resources, and for filtering
resources based on their primary role.
Developer Application Engineer, Software
Engineer, Programmers
Writes code for the application or system according to
functional specifications.
QA Leader QA Engineer, QA Specialist Writes test scripts and conducts tests to ensure the quality
of the system.
Examples of Common CA Clarity PPM Roles and Associated Job Titles
Role Job Title Description
63
What are My Access Rights?
Access rights determine which CA Clarity PPM object instances you
can access and the actions you can take on them, such as view, edit, or
approve.
An object defines the fields (attributes), links, page layout, etc. that
make up your customized version of CA Clarity PPM pages. For
example, an object can be a resource, project, document, or company.
Each CA Clarity PPM object comes with its own set of access rights.
Users (with sufficient access rights) can grant access rights to:
An individual resource
A group of resources
All resources associated with an Organizational Breakdown
Structure (OBS) unit.
See the Administration Guide for more information on granting access
rights to resources, groups, and OBS units.
Instances of Objects
An object instance is a unique
item of the object. For
example, the Wireless
Network project is an instance
of the Project object, and Inga
Swenson is an instance of the
Resource object.
Groups versus Roles
Groups and roles in CA Clarity
PPM serve different purposes.
Groups are granted access
rights and roles are used for
project planning.
64 Overview Guide
Granting Access Rights to a Resource
Resource
Object Instance(s)
A resource requires rights to a selected
instance of an object.
For example, Inga Swenson, who uses Studio,
requires edit rights for the Default Layout page
instance of the Page object.
A resource requires rights to all instances of a
selected object in an OBS unit.
For example, Vivan Tjong, a system operator,
requires edit rights for all instances of the
Application object associated with the Retail
Banking OBS unit (and may include ancestor or
descendant OBS units).
I
n
s
t
a
n
c
e
OBS Unit
G
l
o
b
a
l
A resource requires rights to all instances of a
selected object in CA Clarity PPM.
For example, Marco Lopez, a CA Clarity PPM
administrator, requires edit rights to all instances
of the Company object in CA Clarity PPM.
65
Granting Access Rights to a Group
Granting Access Rights to an OBS Unit
=
Group
Object Instance(s)
A group requires rights to a selected instance of
an object.
For example, the Portfolio Manager group
requires edit Portlet Definition Editor rights to
selected instances of the Portlet object.
A group requires rights to all instances of the
selected object in an OBS unit.
For example, the Product Manager group
requires approval rights for ideas submitted by
any resource in the Medical Devices OBS unit
(and may include ancestor or descendant OBS
units).
I
n
s
t
a
n
c
e
G
l
o
b
a
l
A group requires rights to all instances of the
selected object in CA Clarity PPM.
For example, the Report Administration group
requires rights to run all reports in CA Clarity
PPM.
OBS Unit
OBS Unit
Object Instance(s)
All resources in an OBS unit require rights to a
selected instance of an object.
For example, all resources in the Technical
Operations OBS unit require view rights to the
Asset Inventory portfolio.
All resources in an OBS unit require rights to all
instances of the selected object in the OBS unit.
For example, all resources in the Autos - PMO OBS
unit require rights to view all project documents in
the Autos - Strategic Assets OBS unit (and may
include ancestor or descendant OBS units).
I
n
s
t
a
n
c
e
All resources in an OBS unit require rights to all
instances of the selected object in CA Clarity PPM.
For example, all resources in the Corporate HR
OBS unit require view rights to the financial
properties of all resources in CA Clarity PPM.
OBS Unit
G
l
o
b
a
l
66 Overview Guide
67
Organization and Structure
With up-front planning, you can use CA Clarity PPM to build a
framework that lets you:
Drive governance from the top down.
Give local organizations the control they need for industry or
business-specific requirements.
Easily manage configurations as resources change or move within
the organization, or as business opportunities arise.
With Organizational Breakdown Structures (OBS) and groups, you can
organize resources with similar responsibilities and grant them access
rights. With partitions, you determine which objects are displayed to
users and how they appear in the user interface. Together these
organizational tools enable you to build a powerful, yet flexible
framework for your CA Clarity PPM implementation.

Getting Organized with OBS Models and Groups page 68
Building Partitions . . . . . . . . . . . . . . . . . . . . . . . page 71
Whats Inside
68 Overview Guide
Getting Organized with OBS Models and Groups
Organizational breakdown structure (OBS) models and groups define
the structure in which resources and other objects are organized in CA
Clarity PPM. OBS models and groups are used to:
Grant access rights to resources and give them access to object
instances based on their OBS or group membership.
Associate collections of resources with partitions.
Categorize items for easier filtering and reporting.
OBS models and groups are used for building structure into your CA
Clarity PPM implementation. OBS models and groups enable you to
organize resources and other objects into meaningful categories, such as
organizing resources by their job function or organizing projects by
their value to the business.
Organizational Breakdown Structure
The OBS model is a hierarchical representation of your corporations
structure. An OBS model can be used for aligning projects, resources,
and most objects in CA Clarity PPM. You can structure an OBS model
by location, vertical market, project value, or any other model that suits
your needs.
The basic structure of an OBS model is composed of OBS levels and
OBS units:
Building OBS Models and
Groups
See the Administration
Guide for more information
on defining and creating
OBS levels and units, and
groups.
OBS Levels
Represents the depth of the
OBS hierarchy.
OBS Units
Represents a unit in the
OBS hierarchy.
69
The following are examples of different types of OBS models and uses.

Groups
A group is collection of resources who require the same set of access
rights. Examples include:
Role-based groups, such as Business Sponsor, Project Managers, or
Project Team Member groups for resources who require access
rights specific to their role.
Project-based groups, such as Ongoing Database Maintenance
Project or Wireless Network Project groups for resources who
require access rights specific to a project.
Groups do not form hierarchies.
Business Unit
OBS maps
projects to the
business units
who do the work
Project Type OBS
organizes
projects by value
Resource Pool
OBS groups
resources by job
function
70 Overview Guide
CA Clarity PPM OBS Models and Groups Makes Access Rights More
Manageable at INR Financial
INR Financial created two OBS models and one group to help them manage user access rights
and to easily find resources or projects.
INR Financial OBS Models
Resource Pool OBS. This model lets administrators grant access rights based on the users
job function. For example, all managers in the Technical Support OBS unit are granted
resource manager rights. Each user is assigned to one resource pool OBS unit.
Product Value OBS. This model lets administrators grant access rights to projects based on
their value to INR Financial. For example, each project belongs to one of the product value
OBS units. This OBS is used to assign projects to portfolios for various analyses.
INR Financial Group
INR Financial has only one group:
CA Clarity PPM Administrator Group. This group lets administrators grant access rights to
a group of users who is responsible for setting up and maintaining CA Clarity PPM, such as
creating new objects or setting up batch jobs.
By Example
71
Building Partitions
Partitions enable corporations to deploy corporate-wide standards,
processes, and policies throughout the organization, and enable local
organizations to deploy industry or business-specific standards and
processes. With partitions, you can:
Govern globally by defining custom fields at the top of your
organizational hierarchy and then make them required for every
object instance throughout CA Clarity PPM.
Manage locally by creating local configurations of CA Clarity PPM
that have their own forms, fields, processes, branding, and security
rules.
Partitions in CA Clarity PPM are represented as hierarchical structures,
such as your organizational structure. You can set up partitions by
department, geography, industry, division, legal structures, or any other
model that makes sense for your organization. Once set up, you can
define custom attributes at any partition and make them optionally
available to ancestor or descendant partitions.
Partitions and Access
Rights Working Together
Access rights determine what
users can see and the
functions they can perform.
Partitions affect how objects
appear once users have
access to them.
OBS Versus Partitions
OBSs control security and
drive reporting. Partitions
control how objects are
managed and appear in CA
Clarity PPM, such as
projects, resources,
investments, and incidents.
72 Overview Guide
Example of a partition
model organized by line
of business (LOB) to
align IT with operational
processes
Example of a partition
model organized by
locale to align IT based
on regional and country
regulations
73
See the Studio Developers Guide for more information on setting up
and creating partitions.
CA Clarity PPM System Partitions at INR Financial Give
Business Units Control Over Their Processes and Foster
Entrepreneurial Spirit
Each business unit at INR Financial operates as an independent enterprise.
INR Financial needed a way to establish certain controls from the corporate
level down, but did not want the business units to lose control over their
well-established best practices.
With partitions, each business unit can configure their own CA Clarity PPM
user interface, objects, and fields in ways that make sense for their needs
and that can also satisfy corporate requirements.
System Partition. Corporate Blue color-scheme.
Business Unit Partitions. Each business unit manages their own best
practices and has developed their own partitionseach with their own user
interface, and objects and fields specific to their line of business:
Investment Services. Green color-scheme.
Retail Banking. Blue color-scheme.
Commercial Banking. Yellow color-scheme.
Department Partitions. IT departments at each business unit have their
own partitions to accommodate their own specialized best practices.
Partner Partitions. Technical outsourcers and partners also have CA
Clarity PPM accounts so they can share project data and other information
with INR Financial. Each partner has their own partition with their own
configured user interface, objects, and fields.
By Example
74 Overview Guide
75
Getting More Information
and Assistance
Now that you have been introduced to CA Clarity PPM, you should
have a basic understanding of CA Clarity PPM and how it can be used
to help you manage the increasing complexities of running an IT
organization.
Want more information? Need assistance helping you implement CA
Clarity PPM? Weve got it. CA Clarity PPM documentation, online
help, and our highly trained and knowledgeable CA engagement
managers and support group can help.

CA Clarity PPM Documentation. . . . . . . . . . . . . page 76
CA Clarity PPM Online Help . . . . . . . . . . . . . . . page 81
CA Education. . . . . . . . . . . . . . . . . . . . . . . . . . . page 82
CA Technical Support . . . . . . . . . . . . . . . . . . . . page 84
CA Technology Services . . . . . . . . . . . . . . . . . . page 84
Whats Inside
76 Overview Guide
CA Clarity PPM Documentation
The CA Clarity PPM documentation set consists of:
User Guides on page 76. These guides provide information for
end users on how to use features found in CA Clarity PPM.
Administrator Guides on page 78. These guides provide
information for administrators or technical personnel on how to
install CA Clarity PPM, configure modules via the Administration
Tool, integrate with other third-party applications or systems, and
more.
CA updates the full documentation set at each feature release.
Additional documentation updates are distributed between feature
releases when appropriate.
User Guides
The target audience for CA Clarity PPM user guides include staff and
team members, managers, and executives who are involved with the
operation and management of an organization.
CA Clarity PPM User Guides
Guide Whats Inside Audience
Common
Features and
Personal
Options User
Guide
Understanding access rights
Using search filters
Configuring CA Clarity PPM pages
and portlets and setting up
personal pages
Working with timesheets
Using the discussion feature,
dashboards, the Knowledge Store
and Document Manager, and
resource calendar
Creating action items
Changing account settings
Using reports and jobs
Any CA Clarity
PPM user
Getting Documentation
Updates
The most recent versions of
CA Clarity PPM
documentation are available
from the Download Center on
CA Support Online (http://
ca.com/support
See CA Technical Support
on page 84.
77
Financial
Management
User Guide
Rights needed to use Financial
Management
Creating financial plans
Entering resources and expense
transactions
Managing and entering Work In
Process (WIP) transactions
Managing company profile and
financial properties
Setting up and processing billing
Running financial reports and jobs
Financial
managers, or
anyone who
uses Financial
Management
features
Portfolio
Management
User Guide
Portfolio Management overview
Rights needed to access Portfolio
Management features
Viewing portfolios
Creating and managing portfolios
Creating portfolio scenarios
Analyzing portfolios and viewing
scorecards
Viewing reports related to portfolios
Anyone who
uses Portfolio
Management
features
Project
Management
User Guide
Rights needed to access Project
Management features
Setting up and updating project
plans and schedules, allocating
resources, setting financial
information, and more
Managing project processes
Managing programs
Project
managers and
project team
members
CA Clarity PPM User Guides
Guide Whats Inside Audience
78 Overview Guide
Administrator Guides
The target audience for the administrator guides include administrators,
developers, and professionals responsible for the installation, setup, and
configuration of CA Clarity PPM.
Resource
Management
User Guide
Rights needed to access Resource
Management features
Defining resources and role
associations
Managing, viewing and editing
requisitions
Resource Planning
Capacity Planning
Finding and filtering resources
Running resource-related reports
Anyone who
uses
Resource
Management
features or
Capacity
Planning
features
Demand
Management
User Guide
Rights needed to access Demand
Management features
Reporting and managing incidents
The Assign Incident process
Creating and manage
Starting and managing Idea
Approval process
Relationship
Managers,
Help Desk
Managers, or
anyone who
uses idea or
incident
management
features
Using CA Clarity
PPM with Open
Workbench and
Microsoft Project
Guide
Scheduler tools and CA Clarity
PPM Schedule Connect overview
Installing and configuring CA
Clarity PPM Schedule Connect
Managing projects updated in
scheduler tools
Project
managers and
project team
members
CA Clarity PPM User Guides
Guide Whats Inside Audience
79
CA Clarity PPM Administrator Guides
Guide Whats Inside Audience
Installation
Guide
Installing CA Clarity PPM, services,
servers, and third-party software
Managing the system using CA
Clarity System Administration such
as system security, application
servers, performance, and more
Installing and managing server
operating systems, database
software, Java 2 SDK, and
application server software
Installing client software
Application Properties reference
CA Clarity PPM
administrators,
system
administrators,
CA engagement
managers,
implementation
consultants, or
anyone who
installs CA
Clarity PPM
Administration
Guide
Using the Administration Tool:
Setting up access rights for
resources, groups, and OBS Units
Managing the Organizational
Breakdown Structure (OBS)
Managing the datamart
Managing system-specify financial
settings, such as fiscal periods,
currencies, batch cycles, and more
Setting up timesheets
Creating and managing processes
Managing general system settings,
such as site links, document
templates, project management
settings, and client downloads
The Extensible Data Model reference.
CA Clarity PPM
administrators,
system
administrators,
CA engagement
managers,
implementation
consultants, or
anyone who
configures CA
Clarity PPM
modules
80 Overview Guide
Studio
Developers
Guide
Studio overview
Creating system partitions
Configuring CA Clarity PPM
(PowerMods)
Creating content, portlets, pages,
and menus
Using NSQL for data extraction
and display in grid and graph
portlets
CA Clarity PPM core tables, time
slices, timesheet tables, Datamart
tables, and XDM forms tables
CA Clarity PPM
administrators,
CA engagement
managers, or
anyone who
configures CA
Clarity PPM
system objects
Integration
Guide
CA Clarity XML Open Gateway
(XOG) overview
Installing and running XOG
Integrating third-party applications
using XOGs and best practice
accelerators
XOG Data Object reference
CA Engagement
managers, any
implementation
consultant, or
technical person
who integrates
CA Clarity PPM
with other third-
party
applications and
systems
Technical
Reference
CA Clarity PPM database table and
column reference.
CA engagement
manager, any
implementation
consultant, or
technical person
who integrates
CA Clarity PPM
with other third-
party
applications and
systems
CA Clarity PPM Administrator Guides
Guide Whats Inside Audience
81
CA Clarity PPM Online Help
Got a question about how to use CA Clarity PPM? Not sure what fields
need to be filled out? Not sure what steps to take? CA Clarity PPM
Online Help can answer those questions and more.
When logged into CA Clarity PPM, click in the CA Clarity PPM
toolbar. The CA Clarity PPM Online Help is displayed in its own
window.
See CA Clarity PPM Navigation at a Glance on page 37 for more
information on the CA Clarity PPM user interface.
82 Overview Guide
CA Education
CA's goal is to accelerate the transfer of knowledge necessary for
customers to successfully build, deploy, and get immediate return on
investment from using CA Clarity PPM.
Web-Based Training
Our Web-Based Training program delivers high-impact coursework in a
convenient, accessible environment that is easily configured to a
company's own look and feel. Thousands of CA Clarity PPM users,
representing customers around the world at both large and small
organizations, are already enrolled in this program.
Instructor-Led Training
Instructor-Led Training provides a traditional training experience
during which a certified leader guides students through a topic using a
manual and exercises to re-enforce the learning. Instructor-led courses
are available via CA Education's regularly scheduled public classes or
for purchase by customers. Customers can choose to use CA Clarity
PPMs standard format and manuals or the courses can be customized to
fit the needs of a specific audience or customer.
Contact Us
Tel: 1-800-237-9273
Instructor-led
Web-based
Training Options
83
Training Manuals
Most CA Clarity PPM topics have an associated training manual that
can be purchased. These manuals are included when Instructor-Led
Training is purchased. These manuals can be purchased in hard copy,
which are un-editable, or the rights to the manuals can be purchased to
allow an organization to customize the materials to meet their internal
needs.
CA Clarity PPM Training Camp
Accelerated Implementation
The CA Clarity PPM Training Camp: Accelerated Implementation
program offers project teams an experience of total immersion in an
implementation simulation with zero distractions so they will emerge
with thorough knowledge of CA Clarity PPM.
The CA Clarity PPM Training Camp includes a technical track,
functional track, and project manager track. Each track includes
instructor-led courses, exercises to enforce learning, and a mock
implementation via a simulated customer implementation scenario.
Our world class instructors have extensive real-world experience which
is reflected in the courses they teach. Upon completion of this program
and the assessment, attendees are awarded CA Clarity PPM
Certification.
84 Overview Guide
CA Technical Support
CA provides comprehensive, dependable software support services. CA
Technical Support provides product support, web support, and product
updates as part of your active maintenance contract.
CA Support Online Portal
The CA Support Online Portal offers a site where customers can make
inquiries, log software issues, and download product and documentation
updates.
Registered users can do the following:
Create and update their personal profile and CA Clarity PPM
product profile.
Search the CA Support Online Knowledge Base for articles and to
get the latest user documentation.
Participate in online user forums.
Enter, review, and update queries or software issues.
CA Technology Services
The CA Technology Services (CATS) offers customers:
Implementation Services
Migration and Upgrade Services
Post-Implementation Business Analysis
Implementation Services
CATS and CAs global network of certified partners provide installation
and deployment expertise for CA Clarity PPM using our exclusive U-
Method. Our experts guide you through the product implementation
process.
Contact Us
On the web at http://
support.ca.com or
North America
Tel: 1-888-550-6458
Europe
+44 08459 888788
Asia Pacific
+61 3 9821 3000
85
Migration and Upgrade Services
CA engagement managers have acquired thousands of hours experience
successfully migrating legacy systems to CA Clarity PPM.
CATS provides guidance and support during the system upgrade
process. From this experience, CA engagement managers have
developed a variety of software tools to simplify and automate
migrations.
Post-Implementation Business Analysis
CA engagement managers provide an in-depth analysis of your
organizations infrastructure and business processes during their post-
implementation business analysis. After conducting interviews, they
write a Post-Implementation Business Analysis (PIBA) that includes a
technical review, functional review, and a report examining
implementation business effectiveness.
86 Overview Guide
87
Index
A
access rights
about 63
groups 65
OBS unit 65
resources 64
analytics 55
automated processes 21
B
banking challenges 6
business relationship managers 15
business sponsors 15
C
CA Clarity PPM
about 2
addressing challenges 6
overview 48
solutions 3
CA Clarity PPM architecture 56
CA Clarity PPM core 54
CA Clarity PPM Schedule Connect 52
CA Clarity Service Connect 52
CA Clarity XML Open Gateway (XOG) 56
CA Support Online 84
CA Technology Services (CATS) 84
charge-backs 31
collaboration 54
consulting services challenges 10
D
dashboards 55
demand management 50
document manager 54
documentation
administrator references 78
online help 81
ordering more copies 76
user guides 76
E
entertainment challenges 7
examples
introduction to fictional company 11
lifecycle of applications 13
OBS and groups 70
partitions 28, 73
tracking project costs 60
workflow 14
executives 15
F
federal government solutions 5
filters 41
financial management 51
financial managers 15
G
global
88 Overview Guide
search 42
tools 42
groups
about 69
granting access rights 65
versus roles 63
I
idea development 16
insurance challenges 6
internationalization 56
IT governance solutions 3
IT-MG system 2
J
J2EE 56
L
lists 41
M
main menu 39
manufacturing challenges 9
N
navigation
basics 38
content links 40
new product development solutions 4
O
objects 63
online help 81
opportunities
approving 19
creating 18
unapproved 21
organizational breakdown structure
about 68
granting access rights to OBS units 65
P
partitions
about 71
example 28, 73
personalizing the user interface 46
platforms 57
portfolio management 49
portfolios
assessing investments 34
developing scenarios 19
evaluating 32
viewing scorecards 19
portlets 45, 55
primary roles 61
process management 51
product managers 15
professional services 84
professional services solutions 4
project management 49
project managers 15
projects
creating 22
developing a plan 23
identifying risks 28
monitoring status 30
requisitioning resources 24
public sector challenges 8
R
reporting 55
resource management 50
89
resources 15, 60
allocating 25
granting access rights 64
roles
about 61
list of 61
versus groups 63
S
service connect 52
service managers 15
SSL-encryption 56
steering committee 15
Studio 33, 38, 45, 53, 55, 57
T
tabs and subtabs 39
team members 15
technical support 84
technology challenges 10
timesheets 27
toolbars
CA Clarity PPM 42
page 43
section 44
training 82
travel challenges 7
U
Unicode 56
users 60
W
workflows 21
90 Overview Guide