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2018

Join us for the premiere of PPM Insights, a new half-hour webcast series on the second Thursday of each month at 11ET. Leading PPM experts share insights and insider tips, helpful how-to’s, and answer your questions during live Q&A.

Thursday, 10 May 2018 | 11-1130 a.m. ET

“Enabling PPM Adoption when Implementing Organizational Readiness”

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Erich Kissel discusses adoption-centric organizational readiness, and process and system configuration design. What does it take to build a model that adapts, scales, and matures so you get more from your people, technology, and project investments? Listen in, and bring your questions for the live Q&A.

Each month, you’ll come away with practical strategies for overcoming common – and sometimes complex – project and portfolio management challenges. Learn from fresh perspectives on how we think about organizations, the PMO, and roles within all types of organizations, at every stage of maturity.

 

After each webcast, find more resources or continue the discussion at the popular PPM Insights blog.

 

 

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am1

5 Awesome Features of 15.4

Posted by am1 Champion Apr 15, 2018

Late putting this together, but here are my thoughts on the 5 best features 15.4 has delivered:

 

1. Roadmaps - timeline

We now have a great new module to help your teams plan work in a simpler and more intuitive way.

The roadmaps are perfect for simple top down planning which you are likely doing already via powerpoint

 

 

The timeline view allows you to simply draw the item and position it across time, if we switch to the grid view we can easily assign virtual groupings then use these groupings in the timeline later!

This module really needs it's own write up as there are a lot of features here!

2. Roadmaps - board

Before we move on from roadmaps, one of the best features in this area is the "board".

This allows you to not only plan your work across time, but also then manage your work in the familiar kanban board.

I think this works really well.

You can use the swimlanes however you want, example above on how we could use them to facilitate a portfolio planning process

 

3. Risks and Issues - finally in the new UX

Finally the risks and issues are in the new UX, these are really simple to create and manage in a "Risk Log" format that every PM already does inside excel.

I think project managers will appreciate the ease of use and ability to have conversations inside the instance.

4. GDPR - Resource anonymisation

After installing the PII content, you will be able to run a new job that scrambles Personally Identifiable Information from CA PPM. 

This is required to comply with the GDPR which becomes law on the 25 May 2018. Compliance is required for any international firm data processing in the European Union.

If you run the process on a resource their data is obfuscated in the following tables.

 

CMN_AUDITS | CMN_SEC_USERS | NBI_PROJECT_CURRENT_FACTS | NBI_RESOURCE_CURRENT_FACTS | NBI_RT_FACTS | NMC_CONVERSATIONS | NMC_INTEGRATIONS | ODF_CA_RESOURCE | PAC_MNT_PROJECTS | PAC_MNT_RESOURCES | PPA_BILLING | PPA_MATRIXVALUES | PPA_POSTINGBATCH | PPA_TRANSBILL | PPA_TRANSCONTROL | PPA_TRANSWIPADJUST | PPA_WIP | PROJSTAFF | PROJREVISION | SRM_CONTACTS | SRM_RESOURCES

 

You must also consider data that has been sent or extracted to other systems, i.e. your custom data warehouse will need to purged of the PII too.

 

read more here

https://docops.ca.com/ca-ppm/15-4/en/administration/configure-authentication-and-security/gdpr-protect-personally-identi… 

 

 

I may do a write up or webinar if anyone is interested

 

5. Trend Reporting for Custom Attributes

15.3 introduced trend reporting for stock attributes, but many companies buy CA PPM for the ease of configuring new attributes. This new capability adds trend reporting to your custom attributes.

Customers can use this to build reporting and KPIs

 

 

Bonus - Export to CSV

We've finally got a CSV export option in ppm. Now we can export without the dreaded excel data type warning!

 

Hope you enjoyed my round up of new features, there's plenty more that was delivered so take a look at the official release notes

Release Information - CA PPM - 15.4 - CA Technologies Documentation 

 

 

All,

 

Running / Scheduling a Job in CA PPM through Gel Script is possible with very simple code. Here you go.

 

<gel:script xmlns:core="jelly:core" xmlns:gel="jelly:com.niku.union.gel.GELTagLibrary"  >
    <gel:parse var="inputDoc">
        <data>
            <job job_name="Delete Process Instance" job_definition_id="50420"
                job_definition_type="JOB" recurrence_type="4" whenNow="1" whenRecur="1" >
            </job>
        </data>
    </gel:parse>
    <core:catch var="excp">
        <core:new className="com.niku.odf.object.xbl.XBLExecutor" var="xblInstance">
            <core:arg value="scheduler/postSchedulerProperties.xbl"/>
            <core:arg value="nmc"/>
            <core:arg value="${inputDoc}"/>
        </core:new>
        <core:invoke method="executeXBL" on="${xblInstance}" var="responseDoc"/>
    </core:catch>
    <gel:log>Response Doc : <gel:expr select="$responseDoc"/> </gel:log>
    <gel:log>Exception: ${excp} </gel:log>
</gel:script>

 

 

The above code is just for demonstration purpose and it immediately schedules "Delete Process Instance" job to run immediately. There are additional attributes as well as sub elements of "data" element through which we can either schedule any job just the way we do it through UI.

Note: Many hacks into ca ppm are possible with XBLs