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Hi PPM practitioners! In my last blog, I highlighted some of ways we often hinder agility by over-engineering our PPM solutions. In this blog, I’d like to balance that negativity with a few positive reminders about the importance of staying true to the core values that PPM can bring to your organization. This isn’t about tool jockeying or wrench turning, and it isn’t about drowning in tons of meta data. It’s about knowing the value that PPM can bring in linking execution with strategy, helping you achieve your target business outcomes, and eliminating barriers along the way.


While value can come in lots of shapes and sizes and can be influenced by lots of internal and external factors within the organization, I’ve highlighted a few of the core PPM values that should be foundational to all. Have the courage to take an honest look at them and ask yourself, “Did we get it right? Are we providing value to the business and making progress toward delivering outcomes in a more responsive way? If not, why not/what are the barriers?”

PPM Core Values


Core Value 1 – Portfolio Transparency

At a minimum, portfolio transparency is important because it enables the organization to keep a close pulse on where and how valuable human and financial resources are being invested and whether they are fully aligned to business strategies and priorities.

  • Are we capturing all the work or are there pockets of work that consume valuable resources and go under the radar?
  • Do we have an ideation process in place to responsibly capture, track, and plan new opportunities? Can we realistically plan, prioritize, and deliver them or do they get stuck in the proverbial black hole?
  • Are we working on the right things? Do they align to the organization’s strategies, goals, and financial targets?
  • Do we have the capacity to deliver on our commitments? Are we lacking critical skills?
  • Which initiatives should be outsourced, purchased, or developed in house?
  • Do our initiatives have measurable deliverables and outcomes that are paced and tracked at a cadence that will ensure we don’t miss our window of opportunity for real value?
  • Can we align our initiatives to key corporate assets for a total view of IT cost?
  • Can we model change and if necessary, easily and quickly respond?


Core Value 2 – Financial Transparency

Financial transparency ensures that stakeholders have visibility into investment cost. This will have limited value if it isn’t interlocked with portfolio transparency.

  • Can we easily track spend variance to budget at both the portfolio and investment levels?
  • Are we burning funds at a faster pace than we are delivering planned outcomes? More importantly, can we identify and correct before negative impact?
  • Are we categorizing work to enable the organization to incur maximum benefit from capitalization/accounting practices?
  • Are capital and operating funds properly aligned to our portfolio?


Core Value 3 – Capacity and Demand Transparency

Capacity and demand transparency isn’t about keeping resources under a microscope. It’s about making sure the organization has the right skills, at the right time, to deliver target outcomes.

  • Are resources working on the right things/aligned to portfolio plan?
  • Do we have the right mix of staff/skills required to deliver planned initiatives?
  • Do we have insight into both opportunities and other inflight/committed staffing requirements?
  • Do we know how much of our staff it takes to keep the lights on vs. other strategic and tactical work?
  • Do we have a sustainable process that makes it easy for DevOps managers to collaborate and staff initiatives in a timely manner?
  • Can we model future capacity?


Core Value 4 – Outcome Transparency

Outcome transparency isn’t necessarily about capturing lots of meta data about projects, enhancements, and other keep-the-lights-on activities, building complex stage-gates that often result in execution/delivery bottlenecks, and/or mandating detailed status reports that take days or weeks to prepare, assemble, and distribute (yesterday’s news is old news). It’s more about making sure you can maximize team and work performance in a way that enables the organization to continuously deliver value in the most optimized way.

  • How quickly can we pivot when priorities change, with minimal disruption?
  • Can we track and measure outcomes, whether they are planned, in progress, or delivered?
  • Do outcomes measure up to promised value?
  • Can we easily track risk exposure?
  • Do we make it easy for stakeholders at all levels to gain the necessary insights from work being performed, from ideation through execution/delivery?
  • Do we have simple guidelines in place to know how best to deliver work? That might mean leveraging agile/scrum-type concepts for some work, while taking a waterfall or hybrid approach to others.
  • Are working teams empowered for delivery and do we adapt the right level of governance without creating bottlenecks?
  • Do we gain insight from historical work?


These are just a few of the core values of an effective PPM solution—there are many others. I hope they give you a little food for thought and can help keep you from veering off the beaten path. Whether your IT organization’s biggest barrier to delivering value-added outcomes is speed, focus, efficiency, adoption, or something else entirely, I challenge you to use CA PPM to take a step toward getting back on track.


Which of these (or other) PPM core values speak to you, and which do you find most challenging? Share your thoughts in the comments.


Readers interested in more detail around CA PPM 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.

The accepted wisdom is that large-scale enterprise software solutions like CA PPM require skilled functional and technical resources. In my experience, most customers aren’t interested in spending too much of their time on an enterprise solution’s technical details or too much of their money on administrative costs. Rather, they rightfully focus on strategy initiatives, business process enhancements and portfolio delivery.


Application Management Services to the Rescue

I had the privilege of working as an AMS architect in EMEA. In doing so, I learned firsthand that AMS provides an extension of customers’ PMO teams, including many advantages such as:

  • Proactive monitoring of infrastructures and applications
  • Onsite and remote resources
  • No need to worry about acquiring and securing the right skills
  • Access to CA’s Global Delivery packaged work products (PWPs)
  • More efficient/productive utilization of out-of-the-box modules
  • Timely development of custom reports
  • Creation of interfaces using a robust framework
  • Documentation of all issues, changes and enhancements

  • Detailed reports on SLAs

  • Predictable cost


How It Works

AMS provides customers with a full team of product experts (service manager, architect and consultant) for all issues and changes in their environments.



AMS architects (like me) are quickly able to develop a vision of a customer’s wants and needs as well as a view of all the “magic” that happens in the AMS technical background. Whenever possible, architects accommodate customer business requirements via smart usage of CA PPM’s out-of-the-box capabilities, applying best practices and developing less expensive customizations, especially since AMS customers have access to Global Delivery PWPs.


With AMS, all functional and technical details are managed by CA’s architect and consultants, so they are no longer a burden for the customer’s PMO. CA’s service manager supervises all approvals, SLAs, deliveries, escalations and reports. We also guide customers in building realistic roadmaps to the future.


But AMS is more than just having a team at your disposal—it’s a complete solution with 24/7 support that covers configuration and customization, too. Best of all, AMS offers many flexible working models, depending on the individual customer’s needs and requirements. It can be implemented for on-premise or SaaS solutions.


Just One Success Story of Many

In the first three years after a large multinational company adopted CA PPM, not much was deployed and the environment was heavily configured, which added complexity. The customer wanted to focus on business requirements, including several complex approval workflows and interfaces.

The customer had a very ambitious roadmap, but the company could not achieve it on its own. Once they adopted AMS, the roadmap was delivered, and unpredictable costs and lack of skilled resources weren’t issues any more.


For readers interested in more detail, contact your CA account manager or sales representative. 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.

To help you modernize the project management office, we spoke to five people in the industry about their views on what a Modern PMO looks like. You can read the "Five Pillars of the Modern PMO" paper here and sign up for the CA World '17 conference here.


The Five Pillars of the Modern PMO











Register for CA World '17 at

Dear All, 


“If you encounter an error  or a ‘Please Wait’ message that does not clear when attempting to access CA PPM Advanced Reporting after installing Jaspersoft Server Cumulative Patch 6.2.1_5.2.1.4 , it may be necessary to clear the browser cache on the client machine. The browser cache should be cleared for each user attempting to access Advanced Reporting.


If you are not able to access CA PPM Advanced Reporting after clearing the browser cache, or for any other problems using CA PPM Advanced Reporting please contact CA Technical Support ( for additional assistance.”


To confirm you are on the Jaspersoft Server Cumulative Patch 6.2.1_5.2.1.4


1. Login to PPM and click on About Page

2. If you are On Premise customer and you have access to Jaspersoft Console 

2a. Login to Jaspersoft console 

2b. Hit the URL http://servername:8080/reportservice/version.htm 




Suman Pramanik 


Jaspersoft Server Cumulative Patch 6.2.1_5.2.1.4 Fails to install on Oracle RAC Servers 


Steps to Reproduce:

1. Exact the Cumulative Patch 6.2.1_5.2.1.4 ISO

2. Start the Install 

Actual Result: The build fails with error ORA-12514, TNS:listener does not currently know of service requested

Expected Result: The install should be successful 




Jaspersoft 6.2.1 database is configured on a Oracle RAC server.


This is a bug DE36561 and workaround is mentioned below


This issue only will occur when JSFT is installed on Oracle RAC. To solve the problem, there is small config change in install.xml. To apply the changes do the following:

  1. Unzip the patch zip - to a folder - ca_ppm_jaspersoft_patch_6.2.1_5.
  2. Navigate to bin folder in the patch and find the file - 'install.xml' script file.
  3. Replace the existing 'install.xml' with the one attached to install.xml .
  4. Then, run patch installation command.

Additional Information

Note: Above changes need to be done only if Jaspersoft 6.2.1 database is configured on a Oracle RAC server.


Knowledge Document CA PPM Jaspersoft Server Cumulative Patch 6.2.1_5.2.1.4 Fails on Oracle RAC

Introduction to blueprints

15.3 is here and one of the best new features is "blueprints", which is best described as a configuration utility

This provides the blueprint administrator an easy way to configure "custom" views per blueprint then apply this to projects.

Official documentation doesn't seem to be published right now so I thought I do a quick write up and a video for you

Official documentation is now available

Configure Project Blueprints [CA PPM- SaaS]

Configure Project Blueprints [CA PPM]

What is it?

A way to apply configuration in a simple way. This blends the best parts of page layouts and removes the need for partitions to provide different views of the project. 


So how does it work?

Each project is associated to a blueprint, the layout shown is then as per this blueprint.

When the project is created from template the blueprint  associated is taken across with it. We can update this blueprint association if we need to. 


How do I configure blueprints?

Firstly the user has to be an administrator for the administration icon to show in the new UX

They also need to have the new rights for blue prints, particularly Blueprint - Edit

Once that's done the user can edit and view blueprints.



Bonus: Configuring custom attributes onto the detail page

1. Make sure attribute has a valid api id in old UX (object in studio)

Do not add underscore (_) to the API ID


2. Go back to blueprints, attribute now displays



3. Note the following attribute types cannot be added

URL, Large string (CLOB), TSV, static dependent lookups



FAQ for blueprints

Q. How do I configure the conversations (or resource, task, kanban etc)

A. Blueprints as of 15.3 can only configure parts of the project (details page, project card and what tabs shown). It is expected that in the future this will be expanded to other areas.


Q. How do blueprints get "attached" to the project

A. When a project is created from a template, the blueprint associated at that time will come across with it.

If you don't configure the templates then the default is used. We can update blueprints associated to the project.


Q. Do blueprints take into account partitions?

A. No


Q. If I change the blueprint association to templates does it automatically change the projects blueprint association too?

A. No, you need to update the projects. (via api or manually)


Q. Can I change a blueprint of a project once created?

A. Yes, just make sure "blueprints" attribute is shown on the blueprint, then the user can update the blueprint to something else.


Q. Can this be done per project, i.e. can my PM's configure their own views?

A. No, it's per blueprint. Feasibly we could create endless blueprints, but only an administrator can configure so the PM wouldn't be able to update.


Q. Can we add custom attributes?

A. Yes, just make sure to provide an API key and they will appear


Q. What type of fields can't be added to details?

A. URL, Large string (CLOB), TSV, Static Dependant lookups



Hope you find this of use and please get in touch if you need help




5 Awesome Features of 15.3

Posted by am1 Champion Sep 10, 2017

15.3 has just been released, below is a round up of my favourite new features in CA PPM.


1. Blueprints

Blueprints provides the ability to configure the layout of the project in a very easy way and allows configuration of the "detail" page per blueprint.

This means we can have simple task projects or full fat projects with everything enabled, it's up to you how to use it.

Excited to see how this will evolve for other areas of the product


2. New project list layout

In 15.3 the project list has new colours and the ability to drill right into a project section such as conversations. The project card can be configured in blueprints making it great for different business units use cases.


3. Introduction of Financials (existing plans)

We can now view existing plans inside the new UX. The default shown is the plan of record and we have some very exciting new views which make financials simple. The ability to drag and drop groupings and apply filters is great!


official documentation

New User Experience: Manage Financial Plans - CA PPM - 15.3 - CA Technologies Documentation 


4. Transaction Review - Ability to drill into actuals in the financial plan

We now have the ability to click on any actual value and drill into the transactions associated. 

You can do this at cell, row or column level. I.e. the resource, month, year, total

This makes it very handy if PM wants to question transactions without leaving their plan.


5. Kanban task board


Finally in CA PPM we have a kanban board view, which is a visual way to represent task status and progress.

You can use this many ways such as task progress or even "ownership" lanes, since they can be renamed and deleted.

Colours and owner can be applied and we can have a conversation in the task without leaving. On top of that we still have the "phase view" and now even the traditional gantt a click away.




15.3 offers the enterprise customer a fantastic fresh way of managing modern projects. 

These are just some of the many new features and I hope you get to enjoy them soon!

Please get in touch with your CA account team for a demo



Official documentation

CA PPM - CA PPM - 15.3 - CA Technologies Documentation 



Videos and photos removed for now!

The latest release of CA PPM is now available, and its powerful enhancements are designed to improve your ability to deliver on outcomes that are crucial to your organization. A high-level recap of recent and new features is below, but make sure to follow up with CA for customized demos and insights specific to your unique environment.


Hot Topics in the new UX for CA PPM

Delivered in Recent Releases

Delivered in New Release

Adaptive Projects


Document Management

Living Status Report

Resource Staffing

Time Entry & Approval

Enter and Approve Time for others

Blueprinting enabling configurable:

•        Fields

•        Visuals

•        Links

Staffing Filtering and Allocation Enhancements

Links for SharePoint and other sites

Financial Views:

•        Plans

•        Forecasts

•        Transaction Review


•        Social Task Management

Project Task Board

Links to MSP, Gantt, OWB


New Resource Site! You asked, we responded. We have consolidated many of the common hot topics into a single CA Project & Portfolio Management Services portal (screenshot below). You can find Implementation, Upgrading, Migrating to SaaS, Application Managed Services, and much more. Also, see this in action with the Modern Software Factory.  Thanks for asking, and I know you’ll find it useful.

Implement Upgrade Migrate Applilcation Management Services

Reminder: It’s nearly CA World ’17. As a former customer, networking with peers was vital to my ability to deliver, and CA World is a perfect place to deepen your PPM knowledge! Consider joining us this year, where Keynote Luminaries share fresh perspectives and insights, Industry Leaders, Influencers and Practitioners meet and mix, and you can speak one-on-one with the CA Services and Product teams. Plus, see all the powerful new features CA PPM offers, participate in hands-on labs and training, hear customer presentations, and network with your community. Click here for more information.

CA World 2017


Interested in more detail? Check out the PPM Insights blog series. I encourage you to participate in the best-in-class CA Communities site, where we have access to 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 @JanetUlrich.