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Hello fellow PPM Warriors; I will be attending Gartner Program & Portfolio Management Summit the week of June 5th, 2017 and plan to be the eyes and ears for many Practitioners - directly participating or not. 



If you will be there, I would like to connect - let's grab tea/coffee:). But even if you are not, forward any comments or questions that I can relate. I will be live Tweeting and Periscoping much of the event from @PPMWarrior! Along with the overall "State of the Universe" I am very excited to attend the following sessions:


Reimagining Your Future: Building Vision and Influence for Transformation

In a time of unprecedented change and a new generation of digital businesses, consumers and vendors, IT leaders must fight to stay relevant and meet growth targets. Internal transformation is necessary to meet unfiltered demands and address cost challenges driven by an uncertain economy. Transformation starts with assessing the conflicting values of the organization and senior executives. Learn how to use influence, rather than authority, to become a strategic business partner and establish a team vision that aligns across business units and the personal agenda of key leaders.


Existing PMOs in a Disruptive Era: How to Remain Relevant in the Age of Digitalization

The core structure and capabilities of today's established PMOs are being challenged in the age of digitalization. Many PMOs were designed to address a different set of challenges years ago than the ones posed by digital transformation. Execution alone is no longer the only value-add. So how do yesterday's PMOs rise to the challenges of digitalization? Adaptation. This session explores the possibilities.


Business Agile — Dealing With Complexity and Uncertainty One Decision at a Time

Business agile requires a more flexible approach to getting work done. Instead of planning everything in advance — the planning window shrinks down — often to as little as a quarter. The secret of doing this successfully and still delivering value is to embrace a practice of more dynamic decision making. This presentation will suggest practical ways for accomplishing this goal.


The Impact of Product Paradigms on Portfolios

Digital business and agile development are increasing in importance influence. Both are adapting concepts from product development and product management. While adapting concepts from other disciplines, especially IT project portfolio management borrowing from product portfolio management, is not new, additional trends suggest PPM leaders must take notice and act now.


CA Technologies: Modernizing the PMO 

Today, organizations are faced with having to walk a tight rope.  They must find ways to protect current revenue streams, while also looking for areas of growth.  This is a complex challenge, but one that must be solved to succeed. This session reviews the characteristics of a Modern PMO and how it helps connect all aspects of the organization. We discuss 360-degree visibility for informed decisions, which leads to the best outcomes.


To the Point: When Everything Changes — Managing Transformation at Scale

Business transformation programs, often driven by the digital business, produce continuous change across an organization. Program leaders will need to blend traditional and adaptive program techniques to address the challenges of this continual transformation. Determining the right level of adaptive program management capabilities, roles and practices are the key components of transformation program success.


To the Point: Get to Grips With KPIs and Metrics That Focus on Business Outcomes of Projects

During times of economic uncertainty, the scrutiny of projects and investments in order to secure value for money increases. This session will explore good practices for working with business stakeholders when articulating the business benefits underlying the business case and also monitoring the subsequent delivery of the expected business benefits and stakeholder communications.


Impact of SaaS on Application Strategy and Governance: How to Deal With the Hybrid Reality?

Most organizations are already living in the hybrid reality. Their application portfolio consists of a mix of on-premises and SaaS applications. This session will discuss the impact that the introduction of SaaS solutions has on the responsibilities, disciplines and activities of the application organization.


For readers interested in more detail, the Gartner Agenda has been published here. I also encourage you to participate in the best-in-class CA Community site, where you have access to your 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 Twitter @PPMWarrior.

The best stories are told by customers. (Deadline extended: July 14.)

Share your stories about how CA PPM helped you become a modern, agile organization. Did you migrate to the cloud or a new version? Did you expand the reach of the application? Did you introduce new practices? CA World '17, November 13-17 in Las Vegas, is the place to share experiences, tips and tricks with the CA community.


Click here to submit your story.

Hi CA PPM practitioners! Do you have certain types of resources that you always have more demand than capacity to fill? Did you know you can add constrained resource roles to your Portfolio Waterlines view for a quick check and balance against capacity target?

Portfolio Constrained Resources


How it Works

Select Roles

Add the critical resource roles to the portfolio Target view. In the example below, our portfolio tracks architect, business analyst, developer, and project manager roles. Note - beginning with 15.1 the number of roles that can be added to a portfolio increased from 25 to 75.

Portfolio Role Targets

Check Capacity

A glance at the portfolio’s Capacity view quickly highlights several issues between April and June (in red) for 4 of the roles.

Portfolio Capacity View

Resolve Constraints

Next, we want to examine these roles in further detail as primary constraints by adding them to the Waterlines view.

  • Click Configure in the upper right corner of the Waterlines view; select the specific roles to be tracked (they will appear in Selection List as “Role: Architect, Role: Project Manager”, etc.); add them to the List column (can be relabeled).

Configure Waterline

The selected role’s total demand per investment will display in the Waterlines list (above), as well as the control gauge section at the bottom of Waterlines view (below).

Control Gauges

At first glance all looks well (green); the role demand is well within the overall target capacity. Based on the Capacity view, however, we know we have an issue during certain periods.

  • In the Aggregate section of Waterline view at top right, select a constrained role (e.g., project manager) to review in further detail.
    Select Aggregate Constraint
  • Click the “123 icon" in the top left section (see above) to display aggregate amounts by investment by period. In the example below, April and June have a significant variance between demand and target capacity for project managers. The portfolio manager may utilize the Plans Tab feature to conduct a what-if analysis and work with the investment and resource managers to determine the best course of action. If you are using the new 15.2 Resource Management UI it's easier now then ever.
    Portfolio Waterline View


Readers interested in more detail about CA PPM Portfolio Planning and Resource Management can check out DocOps. I encourage you to participate in the best-in-class CA Communities site, where you have access to your peers, events and support. You can also reach out to CA Services for information about CA PPM and individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and Twitter @kdobsonppm.

There are many posts dedicated to the new CA PPM release. No wonder, since the release has many new enhancements and functionalities.


How many times have we heard the request, “Can we add a ‘forgot password’ functionality?” (If only I had a penny for every time...) Well, it’s finally here. CA PPM 15.2 presents the out-of-the-box Password Reset on the login screen.


Because it does not require the help of your CA PPM administrators or support team, this function will reduce the administrative support your organization needs for CA PPM. So encourage your users to reset their passwords by themselves!


While everyone has reset their passwords in other software solutions, I’ll lead you through a step-by-step guide for doing it in CA PPM. After the guide, I’ll answer several frequently asked questions about password reset in CA PPM.


How does it work?



  • Enter your CA PPM user name:



  • Click Send EmailYou will receive the email below at the email address associated with your CA PPM account:


  • Click on the link provided in the email and you will arrive at the screen below. Enter and confirm your new password and click Continue:


  • So simple!



How do we enable/disable it?

It’s enabled by default in the new UX and can’t be disabled.

Does it work for SSO and LDAP users?

Currently, it is not available for SSO or LDAP users.

Can we change the text of the email notification?


Can a user reuse the link in the email to reset passwords in the future?

No. Users should not bookmark or reuse links provided in the emails. They should make a new request each time they need to reset a password. If a user tries to reuse the link, error API-1041 will appear.




Do we need to grant any special right for CA PPM users to use this function?

No. It's not related to any right in CA PPM.


What happens if a user is locked or inactive in CA PPM?

The notification email will not be sent to the user.


For readers interested in more detail, check out DocOps. I encourage you to participate in the best-in-class CA Communities site, where you have access to your peers, events and support. You can also reach out to CA Services for information about CA PPM Release 15.2 upgrades/implementations, and individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and Twitter @aurora_ppm.