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5 Posts authored by: Janet Ulrich Employee

One of many great new features added in CA PPM 15.3 is that you can lock user accounts after 90 days without a successful login. In response to customer requests, CA has created an out-of-the-box capability with which you can lock the account with a single command, and it does not require language programming skill for scripting. This feature is very useful for user license usage housekeeping.

To populate the portlet in an on-premise environment, run the “admin lockuser” command from the command line. This locks any active user accounts that have not had a successful system login during the last 90 days.


 Is this feature also available for SaaS environments?

You can access this feature without the admin command in FedRAMP configurations of CA PPM SaaS. This feature is not available in standard CA PPM SaaS environments.

However, SaaS customers may benefit from the portlet and its query for users locked by the admin account. They may also consider copying the portlet and query and modifying them to look at all locked users, regardless of who locked the user.


 How does it work?

 Add the Locked Users (90 Days Inactivity) portlet in a page or tab. It will show the list of locked users in your system that were locked by the admin account.


Screenshot from lab machine


  • For on-premise environments, run the “admin lockuser” command from the command line.
    • It may take a few seconds or minutes to complete, depending on the number of users to be locked.
    • Wait until “locking idle users successful” appears on your screen.



  • Go back to your Locked Users (90 Days Inactivity) All active users who did not log in during the last 90 days will be locked.

Screenshot from lab machine


Can we roll back locking?

There is no rollback command to undo changes. Locked users must be updated in the CA PPM user interface (Administration -> Organization and Access -> Resources, filtered on a status of Locked) or via web services/script.


 Can we change 90 days to “N” days?

No. 90 days is a hard-coded value and it cannot be changed.


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 15.3 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 @janetulrich.

One of many great new features in CA PPM 15.3 is that Data Warehouse now includes trending data. With this feature, we can now capture historical data, offer many reporting capabilities, capture changes over time and leverage new auditing dimensions.

What data is captured?

  • Resource data: Resource manager, booking manager, and primary role.
  • Investment data: Dates, status, and manager information.
  • Resource facts: Costs, hours, and timesheet data.
  • Investment facts: Costs, hours, totals, and variances.
  • Investment summary facts: Costs, percentages, variances, NPV, ROI, and other metrics.
  • OBS data: OBS level, type, and mapping.


What and where are the trending tables?

Data is captured in the Data Warehouse trending tables. You can easily recognize them because trending tables start with dwh_trd_. More details are in DocOps: Data Warehouse Trending Jobs for Trend Reporting


How does trending work?

This feature has a dependency with the Load Data Warehouse job (but not with the Load Data Warehouse Access Rights job). You always need to keep in mind the order of the jobs:

  • First run the Load Data Warehouse job to snapshot current data from PPM transactional tables into the Data Warehouse.
  • Once completed, run the Create Data Warehouse Trend

If you run the Load Data Warehouse job again:

  • The ETL process will overwrite existing data into Data Warehouse tables, but not into trending tables. Trending tables will be updated only if you run a Create Data Warehouse Trend
  • If you need to capture a new trend on the latest updated data in Data Warehouse, run a Create Data Warehouse Trend job again. This will aggregate data in trending tables instead of overwriting, so you can keep historical data.

Your reporting needs will dictate the way you use historical data. Therefore:

  • Create new trend reports based on trending historical data and KPIs.
  • Create new auditing reports, especially OBS reports for resources and investments.
  • Create custom domains, ad hoc views and reports.
  • Create, update, and delete trends as required.

 The software does not provide out-of-the-box domains or reports using trend data.


What is a representative use case?

As you may know, it’s not possible to audit OBS changes. However, CA PPM 15.3 enables us to use trending to capture OBS historical data about investments and resources.

Let’s say a company wants to audit and track all changes in its resource OBS pool.

  • Project manager Paul Martin is assigned to /All Groups/Internal/Operations.

  • You run a Load Data Warehouse Once that is completed, run a Create Data Warehouse Trend job.
  • When Paul Martin is reallocated to a different department, his OBS is updated to /All Groups/Agile Teams/Shopping Team.

  • Run a Load Data Warehouse job again and then another Create Data Warehouse Trend
  • Explore the content of the table using a simple query such as:

Note: Adjust the query as needed based on your environment’s specific details.


Note: The ETL process was run on 27/09 and 28/09 for a demo. Other dwh_trd_ tables can be joined in the query to use trend details such name, id, created date, period, etc.

This new out-of-the-box feature provides auditing and historical data—that means we no longer need to rely on custom scripts, tables, triggers or other customizations. With these new trending jobs, housekeeping will be a piece of cake, so unleash your imagination and explore the unlimited types of trending reports.


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 15.3 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 @janetulrich.

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.

The CA PPM Practitioners have spoken, and CA has been listening! The latest CA PPM release (15.2) is now public. This blog series is our first look into the solution’s enhancements and how they help us deliver desirable value outcomes to our organizations. Other blogs in this series include:

  • Adaptive Project Management and Conversations
  • Enhanced Time and Work Transparency
  • CA PPM and Agile Central Better Together

Check them out here.

This post focuses on the new User Experience (UX) expansion to include Resource Management. I am so excited to share some of the highlights of this functionality with you! Customers have long requested many of these features and they have arrived.

Resource Management New UX

Logging into the new UX brings us to the Projects landing page. Clicking on the Resources icon (outlined in red) takes us to the Resources landing page. The top of the page shows resources we have booking rights to or who are our direct reports. The bottom of the page shows requests for roles that need to be filled.

Two views are available – Investments to Resources and Resources to Investments. We can switch between views by clicking on Investments to Resources or Resources to Investments in the upper left corner.

Resources to Investments View

This view shows the resource allocation information in a time-scaled view. Because allocation data is color coded, we can easily see under-allocated resources in green and over-allocated resources in red. The blue and white circles let us know there are soft bookings. Both of these indicate places we need to focus.

We can resolve allocation issues, hard book resources, and balance our team’s workload. Filtering this view by Resource Manager allows us to focus on our own team.

Investments to Resources View

This view shows investments we have view or edit rights to and resource allocation information. From here we can update resource allocations to specific investments.

Expanding the arrow by the investment will show us of resources and roles allocated to the investment. If we have rights, we can replace roles with resources, change allocation information, add roles or resources, etc. in this view. This is also useful for Project Managers to find and add roles or resources to their projects.



As an example, we can add a Systems Analyst to the project, then add detail to the request by clicking on the role name. The detail includes the start and finish date of the allocation, the forecast rate for the role (the target rate for cost), and the Resource Manager who should fill this role.

Clicking on the Conversations tab allows us to add more information about the request, tagging the Resource Manager so he/she is notified.

The tagged Resource Manager can log in and review the conversation, look at the request, add to the conversation, and fill the role with a resource.

Telescoping and User Settings

Since we always look at staffing for a rolling time horizon, we need to define the scale of the time periods looking forward. We can adjust the time periods available for selection by clicking the down arrow by our name, then clicking Settings.

In Settings, we select the start period, and the number of periods for each type. Time periods are based on fiscal periods created in CA PPM. Below we see Monthly, Quarterly, and Annually have been created and can be selected.

Also on this screen are the allocation threshold, units, and decimal settings that we can adjust. Updates are automatically saved, and clicking Close takes us back.

Next we can select the time periods are shown on the screen by clicking on the telescope icon (outlined in red).

The next screen displays the configured time periods – 11 months, 4 quarters, and 2 years. The light green color identifies under-allocation, the red color identifies over-allocation, the white color is the sweet spot between under and over allocation, and the bright green identifies no allocation. Blue indicates the selected time periods to show in the view.

Pinning and Filtering

Clicking in the space before the ">" value adds the pin icon next to resource names. We can then narrow our focus to these resources by clicking the "PINNED" tab.

Now we can fix the resources/ under/over-allocation issues, then click the "ALL" tab to see the whole list again. We can then unpin these resources by clicking the "X" and selecting a new set of resources to focus on.

Select, Copy-and-Paste and Select-and-Delete

Making changes is even easier with copy-and-paste. We select a cell (outlined in blue) and press CTRL-C to copy the value. Or we can copy values from a spreadsheet.

Then we select the cells (outlined in blue below) we want to change.

Press CTRL-V to paste the value into these cells.

Visual Indicators and Icons

The new UX has many visual indicators and icons that show us what we need to do. Below is a graphic with this information for you to reference.


Setting up the new user interface is done by our CA PPM administrator and includes running a few jobs, setting up some financial information, and adding security rights to correct groups.

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 @janetulrich.

Hello PPM Practitioners! I am a CA PPM Architect in the Services team here at CA. I was a CA PPM customer for more than 10 years as a Technical Architect and Functional Administrator. I focused on identifying business problems and designing solutions. I joined CA in February 2016 to help customers implement CA PPM to solve their business problems.


Like many customers, I wasn’t aware CA PPM Packaged Work Products (PWPs) existed. I now know that my account team told me about them and wish I hadn’t missed their suggestions!


This post highlights flexible and configurable CA PPM PWPs that support business outcomes, enhance administrator productivity and provide solutions to your business needs. All are supported by CA for usage and upgrades.


Why do customers purchase CA PPM PWPs?

Because they can be much less expensive than building and maintaining those functions yourself. At my former company, we attempted to build resource management, data extraction and timesheet validation functionalities. For each functionality, we spent months defining business rules and requirements, developing code, testing business rules, deploying functionality, fixing issues and deploying fixes, maintaining and upgrading the functionality and performing regression testing.


Currently, we have 17 PPM PWPs, which are listed on the CA PPM Packaged Work Products page. Here, I will highlight just a few.


CA PPM Packaged Work Products


Timesheet Validation for CA PPM

A flexible approach for validating complex customer-specific time entry business rules. This PWP can increase the integrity of data actuals submitted, streamline time submissions and provide real-time or process-oriented time entry validation.


Have you ever wished you could check to see if a user has:

  • Entered the correct number of holiday hours on the correct date, before it was sent to the resource manager?
  • Created a note to explain generic task time for better reporting?
  • Sufficient vacation time to cover entered time? And if not, have you ever wanted to tell the user to correct the timesheet before “leaving” it, without changing the status of the timesheet to “Submitted.”?

CA PPM Timesheet


The CA PPM Timesheet Validation PWP can achieve these business outcomes. The PWP is installed and configured to include your organization’s business rules supporting the usage of CA PPM. This can also make CA PPM easier to adopt and support.


Data Extraction for CA PPM

Allows users to define, schedule or run ad hoc data extraction jobs directly from CA PPM’s user interface. Jobs can be configured to query specific data and capture results in a wide range of industry-standard file formats, append or over-write data in existing files or generate new extract files with unique timestamps. Data extracts can be integrated with third-party systems, including SharePoint, Oracle, SAP and others. Files can be retained in CA PPM folders for convenient access and viewing.


Data captured in CA PPM can provide much information about resources, ideas, projects, programs and portfolios, to name a few. This information, when combined with data from other sources, provides a bigger picture in executive dashboards, reports and SharePoint sites, and can be saved for use in trend analysis and reporting.

CA PPM Data Extraction PWP

The ability to manually export data from CA PPM via list views/export to Excel enables the information to be used for these purposes. However, you are limited to what the list views can display. You also can’t schedule the system to run these exports at a specific date/time, thus limiting the exports to times when someone can log in and run it manually.


This PWP removes the above limitations, allowing you to define specific data queries, schedule extracts to occur so that they match business rules, save files to a specific location in a wide variety of standard formats, and support more data reporting and consumption from CA PPM.


CA PPM - Microsoft Excel Interface for Resource Management

Used by resource managers to create resources or update resource properties such as management, financials and custom single sign-on.


How many administrators on your staff load and update human resources in CA PPM? Are you overwhelmed with spreadsheets of new users, users to terminate, or changes to make to resources/users? Would you like to reduce the effort through automation?


This PWP can provide the automation you’re looking for, freeing up administrators for other work. The PWP is installed and configured to support your organization’s user needs and business rules for new, updated, and terminated users.

CA PPM Microsoft Excel Interface for Resource Management PWP

You can reach out to CA Services for more info about CA PPM PWPs and individualized business outcome references and analysis.


I encourage you to participate in the best-in-class CA Communities site, where you have access to your peers, events and support. Feel free to post in the comments section of this blog or contact me directly via email and Twitter @janetulrich.