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Index
Cover
Title
Copyright
Contents at a Glance
Contents
Foreword
About the Authors
About the Technical Reviewers
Acknowledgments
Preface
Part 1: CA Clarity PPM Fundamentals
Chapter 1: Introduction to CA Clarity PPM
What Is CA Clarity PPM?
CA Clarity IT Portfolio Manager
CA Clarity IT Financial Manager
CA Clarity BRM
CA Clarity PPM
CA Clarity Resource Manager
CA Clarity Project Manager
CA Clarity Demand Manager
CA Clarity Project Financial Manager
CA Clarity Process Manager
Why Use CA Clarity PPM?
The Challenges
CA Clarity PPM Provides Visibility for Effective Project Management
Benefits of Integrating Clarity PPM with External Systems
Who Uses CA Clarity PPM?
The Public Sector and Utilities Companies
The Professional Services Companies
The Financial Sector Companies
The Oil and Gas Industry
The Entertainment Industry
Summary
Chapter 2: CA Clarity PPM in Use
Project Life Cycle
Project Life Cycle Management
The Three Keys of Project Success
IT Governance in Real Life
What Is IT Governance?
Why IT Governance Is Necessary
Evaluation of Portfolio Management
The Origins of Portfolio Management
Business Investment Planning
The Next Step: IT Governance
Road Map and Maturity Assessment
Why Do Projects Fail?
Assessing Organizational Readiness
A Case Study
Summary
Chapter 3: An Overview of CA Clarity PPM
User Interface
Main Menu and Navigation Bar
Clarity Toolbar
Portlets on the Home Page
Basic Navigation
Application vs. Administration Tool
List Pages and Filters
Organizer
Knowledge Store
Personalization
Account Settings
Personalize the Overview Page
Reports and Jobs
Reports
Jobs
Other Configuration Options in Clarity
Summary
Part 2: CA Clarity PPM Modules
Chapter 4: CA Clarity PPM Components: Project Management Module
Project Management
Getting Started in the Project Management Module
Project Creation
Project Properties
Chapter 5: CA Clarity PPM Components: Resource Management
The Resource Management Module
Resources
Roles
Create a New Resource
Resource Planning
Capacity
Investments
Resource Finder
Resource Requisitions
Chapter 6: CA Clarity PPM Components: Time Management
Set Up a Timesheet
Time Reporting Period
Security Rights
Resource Properties
Investment Properties
Complete Timesheet
Tips
Approve Timesheets
Modify Timesheet Settings
Posted Timesheet
Clarity Algorithm for Calculating ETC in Timesheets and Posting
Posting
Timesheet Editing
Customer Scenario 1: ETC with Two Timesheets
Customer Scenario 2: Pending Actuals and an Adjustment
Customer Scenario 3: Pending Actuals and an Adjustment
Summary
Chapter 7: CA Clarity PPM Components: Financial Management
The Clarity PPM Financial Management Module
Financial Processing Flow in CA Clarity PPM
Financially Enabling Objects
Creating Financial Transactions
Creating from Timesheets
Creating from Transaction Entry (Vouchers)
Creating a Voucher (Clarity Administrators Only)
Entering Manual Transactions
Transaction Processing
Work in Process (WIP) and Actual Cost
Correcting Transactions (Clarity and Financial Administrators Only)
Clarity Invoices
IT Chargeback Recovery
Summary
Chapter 8: Demand Management
Introduction to Idea Management
Introduction to Incident Management
Chapter 9: Portfolio Management
Investments in Clarity
Using Portfolios
Create a Portfolio
Define Portfolio Content
Analyze a Portfolio
Scenarios
Summary
Chapter 10: Process Management
Flow of CA Clarity PPM Workflow Process
Create a Process
Execute a Process
Summary
Part 3: CA Clarity PPM Utilities
Chapter 11: CA Clarity PPM Organizational Breakdown Structure
Organization Structure
OBS Definition
OBS Properties
OBS Object Association
OBS and Financial Entities
Associating a Resource with the OBS
Granting Access Rights via OBS
OBS and Datamart
Partitions and Views
The Partition Model
Define Partition Model
Partition Configuration
Best Practices
Organizational Breakdown Structure (OBS)
Partitioning
Partition Value
Partition Caveats
Summary
Chapter 12: CA Clarity PPM Security
Introduction to Clarity PPM Security
Clarity Security Model
Financial/Entity-Based Access Rights
Object-Level Access Rights
Best Practices
CA Clarity PPM Security Audit Report Prepackaged Work Product
Summary
Chapter 13: CA Clarity PPM Components: Prepackaged Work Products
CA Clarity Smart Phone Time Management App Add-on Services Component
CA Clarity Business Analytics Add-on Services Component
CA Clarity KPI Monitor Add-on Services Component
CA Clarity PPM Excel UI for Resource Management Add-on Services Component
CA Clarity PPM Excel UI for Risk, Issues and Change Requests Add-on Services Component
CA Clarity PPM Grants Management Add-on Services Component
CA Clarity PPM CPIC Add-on Services Component
CA Clarity Idea Vision Integration Add-on Services Component
CA Clarity Integration Accelerator
Base Data Extraction for CA Clarity PPM
CA Clarity PPM Cost and Rate Matrix Adapter Add-on Services Component
CA Clarity PPM Financial Transactions Adapter Add-on Services Component
CA Clarity PPM Projects Adapter Add-on Services Component
CA Clarity PPM Resources Adapter Add-on Services Components
CA Clarity PPM Time Actuals Adapter Add-on Services Component
CA Clarity PPM Data Management Accelerator
CA Clarity PPM Advanced Project Management Accelerator
CA Clarity PPM Earned Value Management Accelerator
CA Clarity PPM Advanced Resource Management Accelerator
CA Clarity PPM Advanced Financial Management Accelerator
CA Clarity PPM Fiscal Focus Actionable Dashboard Add-on Services Component
Index
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