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We are pleased to announce a new PPM community webcast series designed to help you get the most out of your PPM investment. On the 'Third Thursday' of each month, at 11:00 am EST, the PPM team will deliver an education based webcast on various aspects of the product with the goal of offering greater visibility and know how into the product. Listed below are the first three community webcasts, and at the beginning of each quarter we will post a new set of webcasts for you to join. The webcasts will be recorded and available for viewing post event for customers who might not be able to attend the live session.


All upcoming and recorded sessions will be available from this link. The webex for each session is available via this doc page as well.


Clarity PPM Demo Series


We look forward to seeing you on the webcasts!


We’ll post a monthly blog as a reminder on each webcast topic, along with a bit more details on the session, and include the webex invite information.


Financial Management – August 18th 11.00am EST

In this webcast the team will overview the broad range of Financial Management capabilities in CA PPM.  This session is designed to highlight all the use cases our solution supports and gain feedback on for future more detailed webcasts cover  these topics in more detail.  Topics highlighted will include: capital management, financial planning and forecasting, contractor management, Revenue management, Benefit realization,  ‘Bill of IT”, Investment Funding Management, etc. Participants will gain a fundamental understanding of CA PPM’s financial management capabilities and the use cases the solution is designed to positively improve.

Presented by Sonja Furneaux, Sr Principal Consultant, Presales

As a Senior Principal Consultant at CA Technologies, Sonja is responsible for providing product and industry knowledge in regards to the broad topic of Portfolio Management.   With over 15 years of experience in the industry and previous financial and integration knowledge, Sonja offers a unique perspective and practicality in planning, managing, and delivering work effectively.  

Sonja has been with CA Technologies for over 8 years in this role with a high competence in IT Financial Management, Resource Management, IIPA, Six Sigma, PSA, and a host of work execution methodologies including being SAFe certified.  Her passion for the space is infectious.  She loves the reach that the PPM industry into organization of all sizes and purpose, engaging with a client’s culture, understanding their challenges and demonstrating solutions of real value.


RSVP and Add to Your Calendar HERE: CA PPM Community Webcast - Financial Management – August 18th 11:00am EST


CA PPM 15.1 Release Overview – September 15th 11.00am EST


This session will introduce customers to the latest capabilities in the CA PPM 15.1 release. The webcast will focus on features the team has designed for the new user experiences of ‘Nicole’, the project manager who needs to better connect with the teams she’s supporting while providing progress to stakeholders, and ‘Mike’, the team member who wants to stay up to date and have easier ways to report his work. This session is designed to give you a walk through of the new project manager and time entry experiences available in the 15.1 release.


RSVP and Add to Your Calendar HERE: CA PPM Community Webcast - CA PPM 15.1 Release Overview – September 15th 11:00am EST


Management Insights – October 20th 11.00am EST


Providing insights around the organization is a key use case of CA PPM. Join this webcast for an overview of reporting and analytics features in CA PPM designed to provide teams both out of the box reports and a configurable analytics platform. Attendees will see examples of how analytics can provide real-time data into how projects and portfolios are managed.


RSVP and Add to Your Calendar HERE: CA PPM Community Webcast - Management Insights – October 20th 11:00am EST





Jeff Moloughney

Product Marketing

Dear Community Member,

With so much going on in the CA Project and Portfolio Management Community I have consolidated recent activities in case you missed anything.



PPM Insights: Surviving-to-Thriving, People Enable Business Value of PPM Systems and Processes (part 1)

PPM Insights: Surviving-to-Thriving, People Enable Business Value of PPM Systems and Processes (part 2)


Ask a Question, Get an Answer (July 8 - July 15)

It's great that we have such a vibrant community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every members' question so that no one goes away "empty handed".

questions and answers.jpeg



The Secret to Making PPM Work (with Agile)

You’re already using CA Project & Portfolio Management to manage your innovation lifecycle and make better strategic decisions. What if you could take that up a notch by adopting agile and connecting your development work to your company’s most important business initiatives?

Join our experts on Tuesday, July 19 at 9 a.m. PT/12 p.m. ET for an insightful webinar, “The Secret to Making PPM Work (with Agile).” You’ll discover how to:

- Prioritize and select the right investments

- Coordinate agile teams to deliver on those investments

- Provide visibility into a fast, predictable, high-quality delivery engine.


Register and Join the Webcast HERE:

Live online Jul 19 12:00 pm United States - New York or after on demand 60 mins

Presented by

Brent Chalker, Director


CA PPM Office Hours: A Live Online Chat (July 2016)

Have a question about CA Project and Portfolio Management? Connect with CA Technologies technical experts to get answers via Office Hours for CA PPM. Our team is here to help you get more out of your technology. Join us for one hour Thursday, July 14th @ 1 PM ET. NOTE - No audio is provided and all Q&A happens via online chat, making it a truly ‘fun’ event.



Keeping You in the Know




available worldwide

8am - 6pm

US Eastern Time

Additional Times May Apply



CA PPM User Accessibility (Section 508)

CA PPM Sandbox Rules

Learn PPM with Rego: Ad Hoc Jaspersoft for Availability, Allocation, & Remaining Capacity; Inaccurate Actual Cost; Loading XML = Wrong Actuals; and Easier Budget Plan Approval

Getting started with Rest API

Migrating Jaspersoft Reports with Jaspersoft Studio

CA PPM Community Sandbox - Upgrade

PPM Insights: Surviving-to-Thriving, People Enable Business Value of PPM Systems and Processes (part 2)

Ask a Question, Get an Answer

Learn PPM with Rego: Inaccurate Gantt Costs, Issues w Actuals, Validating Predecessors and Successors, Process Delays, and SSO Email Link Problems

End of Service Announcement for CA PPM 14.1 & 14.2

New Article Summarizes What's New in CA PPM 14.4

New Article talks about the CA PPM Connector for Microsoft SharePoint

CA PPM(Clarity) Tuesday Tip: Jaspersoft reports(Advanced reporting) returns with no records after the upgrade to 14.4

CA PPM Webcasts for Portuguese Speakers

Learn PPM with Rego: NPIO Allocation Updates ETC, Customize LOV, Suppress MSP Rates, Save Jaspersoft Report to SharePoint, and Arrows in a Project Status Report List

Requirements and Releases in CA PPM

CA PPM Generic Patch Now Available for

Keeping You in the Know

CA PPM Tuesday Tip - Auto refresh an object instance once process runs

What's changed in the PPM Community

New Online Help Hosting Parameters for CA PPM 14.3 and 14.4

CA PPM Tuesday Tip - Auto refresh an object instance once process runs

Save Documentation Pages as PDF

Register Now! The Secret to Making PPM Work (with Agile) Thursday, July 19th

Community GO! Following Via RSS Feeds

PPM Insights: Surviving-to-Thriving, People Enable Business Value of PPM Systems and Processes (part 1)

Important Documentation Update Available Today: Load Data Warehouse Job

Reasons to go to CA World!

Learn PPM with Rego: DWH Attribute Issue, Custom Object vs OOB Auditing, Duplicate Project in List View, Username Fails to Update in Jasperserver, and Posting Future Transactions to the WIP

Friendly Reminder: End of Life for Some Add-Ins and Connectors

CA PPM Generic Patch Now Available for

PMO Accelerator Advanced Reporting Content now Available from DocOps

Learn PPM with Rego: Jaspersoft Timeout Settings, Custom Fields in the AI, New Create & Update Process, Query a Group, and Estimate from Allocations

CA PPM Top 10 KBs June 2016

Chat Transcript - CA PPM Office Hours: A Live Online Chat (June 2016)

CA PPM Generic Patch Release for                                                                                                                                                                                        

GA Announcement: CA PPM 14.4 Localized Documentation

CA Technologies Delivers New Agile Management Solutions to Redefine How Work is Planned, Executed and Serviced in the Application Economy



Associate Roles to OBS, like Resources.12NEW

Role Hierarchy with Security5NEW

Make the XOG client URL back again15NEW

Make TIMESHEET a studio object397UNDER REVIEW

Calendar Integration with Outlook17NEW

Investment Allocation job to not update every single investments in Clarity but only those needing updates37UNDER REVIEW

Data Integrity5NEW

Custom Login Screen for On Demand Environment5UNDER REVIEW

Present pop-up messages to the user194UNDER REVIEW

Resource Planning  Capacity aggregation12NEW


That's it for now folks but I'm sure there will be a lot more soon! Take a moment to get in on the discussions in Clarity PPM and make your voice heard!




Community Manager, Agile Management


In part one of this post, I identified several measurable usability metrics that we can adapt to the needs of our own organizations.  By integrating organizational readiness with our PPM implementation lifecycle, we can architect the business outcomes that we need:



We can apply this concept at every point of process and system implementation or maturity, and we can improve our environments by following best practices like the ones I outline here. The crux of the matter is people doing processes that profit. Another way to look at this is with the goal of avoiding “garbage in, garbage out;” this post aims to share ways to attain real value-not just garbage masquerading as value.


At the highest level, any implementation/application management strategy must integrate organizational business objectives, IT business drivers and expected solution outcomes.  An effective high-level design provides traceability between the requirements, the technology that supports them, and the architecture on which the technology will be deployed.  The term “traceability metrics” applies to this upward and downward flow for all activities.  Based on my experiences with implementing PPM solutions, here are some guiding principles:


1. Starting from the top down, business objectives drive purpose and requirements as the “why” to enable the solution. The “how” is tracked up when building the implementation. 


By defining business objectives for each current and new process and system function, even if it’s a high-level definition, we enable our work to tie directly to a value output. This means that every required action is defined and communicated from the perspective of outcomes. For example:

  • Entering time enables specific business needs such as answering the questions “What are my people working on,” “How well are we planning,” and “Are my teams working on the highest-priority activities”
  • Project status reporting standards allow for weekly risk mitigation and support from leadership
  • Approval process (hard book) for team members supports the resource manager and project manager as they plan for allocations and staffing


2. Upon understanding the “why,” following the flow below supports the high-level system design:

  1. Define dashboard/report insight requirements and the process for consumption, cadence and audiences
  2. Define field-level data and logic requirements associated to reporting
  3. Define field-level input strategy and define process, cadence, audience for data entry
  4. Define audit and data quality KPIs


Initially, we often talk about reporting, but when implementing, we sometimes focus on data entry first.  Once we have data, we finalize reporting.  But remember: It is key to tie each data entry point directly to an insightful output, and reporting must be the driver of data entry.


3. When process and data entry requirements are established, the system must be streamlined and aligned to the actions that end users will execute.  Examples specific to PPM are:

  • Setting login home to primary role activity
  • Giving Portlets, tabs and home menu items the same names as their associated processes
  • Removing views of any unused functions, including reporting based on role
  • Configuring Portlets with only the required data input


To facilitate operational efficiency and data quality, intuitiveness, simplicity and relating actions to the people taking them must be key goals of the deployment.


As PPM system and process practitioners, we need to constantly deliver solutions with people, not just users, in the middle of the entire implementation lifecycle.  As an interesting sidebar, when I Google “people,” images of faces appear, and when I Google “users,” avatars and drones show up.  In comparing these images, I feel:

  • Empathy (for people) v. apathy (for those avatars and drones)
  • Ideas, design and innovation (from people) v. just doing a job (avatars and drones)
  • Comradery and teamwork (by people) v. assimilation (avatars and drones)



By focusing on these suggestions for helping people through adoption strategies, we can greatly improve the value of a solution for our organizations.


For readers interested in more detail, check out my Blog SeriesI encourage you to participate in the best-in-class CA Communities site, where we have access to our peers, events and support. You can also reach out to CA Services for individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and @PPMWarrior.