CA Clarity PPM Overview Guide

CA Clarity Project & Portfolio Manager

Overview Guidev12.0.0

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Contents

Chapter 1 Introduction to CA Clarity PPM 1What is CA Clarity PPM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2What Challenges are You Facing? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

IT Management and Governance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3New Product Development (NPD) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Professional Services Automation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Federal Government . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Who Uses CA Clarity PPM? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Banking and Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Entertainment and Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Public Sector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Technology Consulting Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2 CA Clarity PPM In ActionAn IT Example 13The Lifecycle of a New Strategic Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14It All Starts with an Idea. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Idea Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Idea Approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

The Approval Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19A Word About Automated Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

The Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Whats the Plan? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

iv Overview Guide

Can We Get the Right Skills?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24Design to Delivery. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Reporting Time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27Unforeseen Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

Just Checking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30Charge-back. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31Was It Worth It? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Application Checkups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33Thumbs Up or Thumbs Down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34The Circle is Complete. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Chapter 3 CA Clarity PPM Navigation at a Glance 37Getting Around the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38Basic Levels of Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39

Main Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39Tabs and Subtabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39Content Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

Lists and Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42

The CA Clarity PPM Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42The Page Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43The Section Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

So Whats a Portlet? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45Making It Personal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Chapter 4 CA Clarity PPM Components 47The CA Clarity PPM System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48CA Clarity PPM Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Portfolio Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49Project Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

vDemand Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Process Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51CA Clarity PPM Schedule Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52CA Clarity Service Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

CA Clarity PPM Core. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Collaboration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Document Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Portlets and Dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Reporting and Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

CA Clarity PPM G2000 Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Chapter 5 Users, Roles, and Access Rights 59Understanding Users and Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Using Roles in Project Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61What are My Access Rights? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Granting Access Rights to a Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Granting Access Rights to a Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Granting Access Rights to an OBS Unit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Chapter 6 Organization and Structure 67Getting Organized with OBS Models and Groups . . . . . . . . . . . . . . . . . . . . . . . . . 68

Organizational Breakdown Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Building Partitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Chapter 7 Getting More Information and Assistance 75CA Clarity PPM Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Administrator Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

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CA Clarity PPM Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81CA Education. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82CA Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

CA Support Online Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84CA Technology Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84

Implementation Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84Migration and Upgrade Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85Post-Implementation Business Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85

Index 87

1Introduction 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 GovernanceThe 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 AutomationProfessional 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 GovernmentThe 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 Processes1

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

1OMB 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

ChallengeBenefits 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.


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.


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.


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.


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.


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.


10 Overview Guide

Technology Consulting Services


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 ActionAn 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 ApplicationINR 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 IdeaRetail 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 CreationThe 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.


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 ApprovalThe 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 ProcessThe 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.

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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 ProcessesRetail 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 RoadmapThe 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.


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 WorkbenchOpen 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 TimeThe 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 EventsAs 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.

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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.


Project Manager

Managers can see that this risk negatively impacts the project.

30 Overview Guide

Just CheckingAll 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-backThe 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.

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Application CheckupsINR 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 DownAt 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

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The following is a partial list of the conclusions that the steering committee came to:

The Circle is CompleteThis 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 NavigationThe CA Clarity PPM user interface has the following basic levels of navigation:

Main menu

Tabs and subtabs

Content menu

Main MenuThe 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 MenuThe 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 FiltersIn 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

ToolbarsToolbars appear at the global level, page level, and section level in CA Clarity PPM.

The CA Clarity PPM ToolbarThe 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

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The Page ToolbarA 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 ToolbarA 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

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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 PersonalHave 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 SystemThe 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.

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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.

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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.

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StudioConfigure 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.

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54 Overview Guide

CA Clarity PPM CoreCA 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.

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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 ArchitectureThe 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.

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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 ResourcesA 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

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Using Roles in Project PlanningRoles 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.

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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

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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.

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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).

Instan

ce

OBS Unit

Global

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.

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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).

Instan

ce

GlobalA 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).

Instan

ce

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

Global

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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

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Getting Organized with OBS Models and GroupsOrganizational 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 StructureThe 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.

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The following are examples of different types of OBS models and uses.

GroupsA 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

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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

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Building PartitionsPartitions 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.

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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

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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

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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

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CA Clarity PPM DocumentationThe 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 GuidesThe 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.

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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

CA Clarity PPM Overview Guide

Documents

Transcript of CA Clarity PPM Overview Guide