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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.

Results:

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.

Hello PPM Practitioners, I am very excited to share the latest interactive CA Services Webcast in the new PPM Insights series Live panel discussion featuring experts from across the globe, sharing practical insights for leading PPM challenges. Richard Dunmow, Managing Consultant, joins Senior Architects Robert Peacock, Mike Richman, and James Kruger, who share from their extensive experience with organizations of all sizes and maturity levels; from a variety of industries to the public sector. Topics include adoption, agile (or not), what to do (or not do – ever!), planning, PPM evolution, and more.

 

Link to: [REPLAY] Top Challenges and Real-world Solutions – September 13, 2018

 

My highlights include:

 

  • This has been the case for many years: "More and More with Less and Less," and that has given way to the "Accelerated Pace" model. We are seeing increased need for PPM to enable people to collaborate more, be flexible and show the basic data like: what people are working on, where that fits within organizational priorities, and how to work in an agile way / scenarios.
  • Note: check out the CA PPM 15.5 release blogs, which focus on team based planning, agility and connecting the portfolio level ecosystem to the delivery of work. And, throughout the life of our implementations, "Taking the Work Out of Work" is paramount.

 

  • Every organization is doing top-down planning in some way. Whether they are connecting the top level strategy to the low level approach is the question. 
  • Reaction within groups tend to be a bottom-up response, verses taking the time to strategically build a roadmap. These concepts are not difficult, but connecting the dots towards "what-iffing" can be. If we are to much in the fire fighting mode, we will miss opportunities for efficiency and effectiveness with our investment delivery. Organizations must take a step up to leverage fast and simple ways to match their objectives to the details underneath.

 

  • In addition to the CA Services Modern PMO approach, which focuses on processes (Management Operating Systems and Contextualized PPM Ecosystem Rhythms), and change management (Organizational Readiness Approach for PPM, not just and PPM), true executive sponsorship is key.
  • To achieve data as to fortify the who/what/where/when/why measurement of adoption, organizations must define unique organizational KPIs, then track them. This can start very simply, often with existing and historical information. From there, maturity towards insight and foresight may occur. Another way to state this is: "Good Metrics are a Measurement of Movement Towards Business Goals."

 

  • Many organizations align programs and projects to goals at the beginning of their fiscal periods, but do not always track the breakdown of investment as they are worked. It is imperative to take the next step of re-evaluating on a consistent basis the priority and cost. Alignment can quickly slip and organizations should use the insights from PPM as bumpers to help guide towards the correct path throughout the year - confirm continuous work on the right projects at the right times.
  • Benefit realization has moved from a 5 year cycle to a 1 and 2 year. We have all seen this, and benefit tracking can be difficult to achieve, but there are simple options like: service desk tickets, and time to market trends that can start us down our journey. There is existing data that organizations can start to analyse. Ultimately though, unless we can identify and quantify benefits in a system, we cannot justify ROI.

 

Make sure to also check out other PPM Insights series:

 

  

For more, 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 @PPMWarrior.

In honor of the latest CA PPM release, I would like to promote a valuable resource to new and experienced PPM Practitioners – and when you think about it, with the rate of change, we are all new to maturing processes and system functionality when enabling business value. Please note: this blog series is NOT a CA sales tool, and has strictly been a community share, but sometimes I do reference CA branded information. In this post, I will highlight some insights from the CA PPM Product site, which I think will benefit the group. You are welcome to click in for more detail, also, check out this blog series for the latest and greatest insights from the services feet-on-the-street perspective.

 

Strategic Roadmaps for Continuous Planning - eliminate annual planning and build top-down plans in minutes–adding work, resources and budgets with drag-and-drop ease. This enables teams to communicate business outcomes across the organization, allowing stakeholders to agree on a common set of objectives.

 

  

Working with Teams Across Portfolios - define teams, change them on the fly and move them between investments. Automatically update project financials with the actual time spent on each task. Managers can see teams' start and finish dates, booking status, estimated time of completion, total allocations and total actuals.

 

  

Task Boards for a Shared Understanding - create a visual task list on the task boards. This allows your own process flow, assign staff to tasks and prioritize work. Keep all team members in synch and share plans with other groups and executives.

 

 

Project Blueprints for Faster Planning - get projects up and running in minutes. Configure the standard project template to fit any team’s needs. Add project details, insert page sections, pick modules–such as tasks, financials and documents; and select from a growing library of KPI gauges. 

 

 

Familiar Financials for Deeper Analysis - the ability to easily access, view and modify project data is key to ensuring budgets are well spent. Financial planning pages have been redesigned to mimic Microsoft Excel® spreadsheets in both look and feel. Connect this Project Portfolio Management software to your favorite BI software, including Power BI and Tableau.

 

  

The Right Team for the Job with Modern Resource Management - information about worker allocations should be at your fingertips. Here you can provide one consolidated view of each employee’s project queue and their schedule. Managers explore staffing options with telescoping and pinning features that replace outdated filtering and matching tools.

 

  

If you haven’t already, read the latest CA PPM 15.5 release blog here; and for more, check out the PPM Insights blog seriesI 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 @PPMWarrior.

For the past few CA PPM General Availability (GA’s) announcements, this blog series has been highlighting the latest capabilities and their value to you - our Practitioner community! Coming from the perspective of feet-on-the-street services and architecture, this post will focus on impacts to your business processes; and highlight how new powerful enhancements are designed to improve your ability to deliver on outcomes crucial to your organization. A high-level recap of recent and new usability focused capabilities is below, but make sure to follow up with CA Services for customized demos and insights specific to your unique environment.

 

Click here to read the Solutions Brief:

 

 

Hot Topics I see in the field:

  • Team-Based Planning is finally here! This request has become a vital market need that I hear more and more with my customers and maturing PMOs. In simple terms, you can now define, allocate, assign and submit timesheets for teams, including via the mobile app. This even includes populating cost plans with team data. CA PPM can now treat teams as a single resource, which may hugely impact the effort to manage; as well as data quality for insightful reporting. This is the kind of win / win that resonates within our ecosystem and I look very forward to implementing it with customers.
  • Roadmapping with the balance of top-down and bottom-up techniques enables us to have a more complete view of resource information. With my customers I often explain Portfolio, Capacity Planning, and What-If Scenarios like a bouncing ball. Yes, we need the granularity of investment schedules and costs, but before we can "bounce up" with that detail, we need to drop the ball from a "high level" perspective. I find this is a paradigm shift from a traditional Project Management construct (bottom-up), but must be understood and manifested at a Portfolio Management concept (top-down).
  • Configurable Investment Types enables organizations to label, organize, and track their work from the perspective of their lexicon. When I discuss PPM and / or Agile topics, nearly every time terminology gets in the way; and as these concepts may be reasonably understandable, the implementation and adoption of them tends to differ with and within every organization. Diffusing this unnecessary friction can be a key tool when implementing change and delivering the true business value.
  • CA PPM + CA Agile Central Investment Integration has been balancing agility and governance to enterprise portfolios for some time now, but is still cutting edge for most organizations. This Portfolio, Waterfall, Agile, and in-between solution requires corralling unique processes within groups, and also maturing the organization. Large change is not easy for organizations, but when data and systems are aligned to leading practices and flexible enough to adapt, Practitioners have the utility to be the PPM hero they strive to be.

 

Other Important Links:

 

For more, 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 @PPMWarrior.

I’m a firm believer in workflows working for you (rather than the other way around), so I definitely enjoyed presenting on the recent webcast about CA PPM’s out-of-the-box workflow capabilities.

 

While everyone can benefit from using CA PPM’s workflow capabilities, some users don’t quite know where to begin—they’re a bit intimidated by the admin side of the tool.

 

But never fear. You can quickly build a workflow—even if you’ve never done it before—because it really is easy. And I’m here to guide you through the process. In this post, I’ll help you “mind-map” creating a workflow with the basics, recapping some key points and steps to keep in mind. Once you get that foundation down and you realize how simple it can be, everything will seem less terrifying! 

 

Let’s Get Started

Start by verifying that you have added the Global Security Right “Process Access” to your profile. 
(How To: Administration à Resources à Search for yourself or the user that needs the security right and open their resource profile à Resource’s Access Rights Tab – Global à Search for “Process Access.” If the user doesn’t have the security right, use the Add button to grant the right.)

 

Once we have verified the correct security rights have been added, we can create a process. Navigate to Administration à Processes (under the Data Administration header) in CA PPM and click the “New” button. You will be asked to give your process a name and an ID. Once you click “Save and Continue,” you will see all the process tabs across the top of the page. This diagram provides each tab’s definition and relevance.

 

(The red and blue text signifies the basic elements for building our process knowledge foundation.

The gray text signifies elements that are a little more advanced.)


 

As you create your process, you will proceed in the order of the tabs from left to right. For example, we would first give our process a name and ID on the Properties tab. Next, we would link our process to an object on the Objects tab and then define our start conditions…and so forth.

 

To help you understand the building blocks of processes and how they connect to the tabs above, I’ve created the diagram below. We start out with a process flow from Start Step to Finish Step with an emphasis on building a foundation and an understanding of Steps, Step Actions, Splits and Joins.

 

By using the process building blocks illustrated above, you’ll be well on your way to understanding workflows and creating your own.

 

Hungry for More?

For a step-by-step demonstration of creating a workflow and a more in-depth explanation of the inner workings of CA PPM processes, check out my recent PPM Insights webcast and presentation. You can follow along with the live demo to set up your workflow. Plus, we had some great questions from participants during the Q&A; the answers can give you more practical insights.

 

Let’s continue this conversation—what questions or comments do you have about CA PPM workflows?

Hello PPM Practitioners, I am very excited to share the latest interactive CA Services Webcast in the new PPM Insights seriesCA PPM Out of the Box Workflow Capabilities, presented by Emma Price Terzian, @Em3aC8 . Time consuming and sometimes difficult tasks can be automated by leveraging simple workflows anyone can understand and create – even me 

 

Link to: [REPLAY] CA PPM Out of the Box Workflow Capabilities – August 9, 2018 - “How can I create a workflow today?”


“It’s easy once you know how to do it!” is one secret for working smarter. Learn the ins-and-outs of OOTB capabilities for Admin processes, their inner workings, and how to get started right away. If you ever wanted to know the how-to’s for anything from how to create workflow to set a flag when a picklist value is selected or send an action item to your Project Manager when the Project Status changes, this session is for you. Hosted by CA Services.

 

Make sure to also check out other webinars in this series:

 

  

For more, 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 @PPMWarrior.

Keeping track of all the players in a projectand how they move around like chess piecesis precisely why the Organizational Breakdown Structure (OBS) is a widely used tool in CA PPM.

 

The OBS captures a projects organization, typically starting at the top of the hierarchy with the project sponsor and key stakeholders. When presenting the OBS, consider the organization or group requesting the project and their sponsorship and authority levels. The OBSs hierarchical structure allows aggregation or rollup of project information to higher levels.

 

Unlike chess, there are no fixed rules in an organization: change happens all the time,  and organizational change can be difficult and time-consuming to track. Knowing this, we have to ask ourselves:

  • Do we have the proper resources to make these changes?
  • Who is responsible for making the changes?
  • How much time does it take?

 

But managing your OBS doesnt have to be a losing game. The OBS Adapter PWP makes the OBS even more accurateand up to dateand usefulby automating the process of loading OBS data from external systems into CA PPM. Not only thatit also automates synchronization of OBS structures in multiple systems, and synchronization can be on a scheduled or ad hoc basis.

 

The adapter uses OBS attributes and values extracted or loaded from a customers information management systems. Extracted files are obtained through database or web services queries, or directly, as flat files.

 

And theres more! Defined, user-configurable scripts automate the process of normalizing data and populating the resulting values into staging tables. Staging tables map the source attributes to the target fields in CA PPM. Attributes and fields commonly used include:

  • OBS Code
  • Parent OBS Code
  • OBS Name

 

In addition, three portlets are configured to monitor and diagnose errors during operation:

  • Activity Tracker
  • Processed Transactions
  • Error Logs

 

You can learn more here, and a list of technical prerequisites for this PWP is available at CA Support online (log in required). This is a central repository that will help you identify compatibility of CA Technologies products with operating systems, other third-party software products, and certification standards and regulations.

 

Here are a couple of questions Im frequently asked:

Is it compatible with and supported in SaaS environments?

Yes, it is. In fact, all PWP global delivery components are SaaS compatible and supported.

 

Can I download it from support.ca.com?

No, but you can get it quickly by contacting your CA sales representative or account manager for a quote.

Find out about other PWPs for CA PPM here. Readers interested in more detail can check out DocOps.

 

Reach out to CA Services for information about CA PPM release upgrades/implementations and individualized business outcome references and analysis.

 

What challenges have you faced with organizational breakdown structures? Feel free to post in the comments section of this blog, or contact me directly via email.

 

Hello PPM Practitioners, I am very excited to present my second Webcast in the new PPM Insights series -  and it’s all about you defining the PPM ecosystem investment and value realization!

 

[REPLAY] Improving Poor Data to Achieve Rich Outcomes – June 14, 2018

 

Insights on how a management operating system and process rhythms enable value from the PPM ecosystem. What do PPM practitioners really need to master to achieve rich outcomes? Hint: It’s not a tool. Live Q&A.

 

            Sneak Peek:

 

 

[REPLAY] Enabling Adoption When Implementing Organizational Readiness – May 10, 2018

 

Insights on adoption-centric organizational readiness, process and system configuration design. Practical approaches you can take now to build a model that adapts, scales, and matures so you get more from your people, technology, and project investments.

 

Sneak Peek:

 

 

Check out these additional supplemental PPM Insights Blogs:

 

For more, 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 @PPMWarrior.

How can you plan faster and smarter? How do you confront competition from nimble startups? How do you make sure you're working on the best ideas? If you're at the Gartner Program & Portfolio Management Summit on June 12-14 in the D.C. area, we might have some answers for you.

 

In the session "Strategic Roadmapping for the Agile Enterprise," Kurt Steinle and Brian Nathanson of the CA Project & Portfolio Management product team join Jonathan Borden of GE Digital to talk about how top-down planning speeds up innovation. When teams are overcommitted and investment plans are driven by operational backlogs rather than a shared vision, strategic roadmapping helps you plan the way modern enterprises do: iteratively.

 

Top 3 Reasons to Attend
 

  1. How to scale agile across the entire organization.
  2. Real-life tips and tricks
    to get you started.
  3. Building the right culture, where skills match work.

Follow the event live on Twitter under @CAPPM and #GartnerPPM

Many of my posts are about how PPM adoption generates business value. In this blog, I will highlight a popular but sometimes underutilized product called CA Productivity Accelerator (CAPA), which facilitates rapid, sustainable user acceptance via system training modules.

 

CAPA has been around for many years, and its use ranges from scaled point-of-need system training to a full turn-key training solution. I’ve seen customers gain high value from this tool when thoughtfully used as part of an overall training approach. I’m reminded of the Microsoft Office paperclip - which filled a vital role: supplemental quick, focused training.

 

As part of a PPM organizational readiness approach, CAPA can be an on-demand complement to ecosystem education and hands-on training. When I roll out implementations, I refer to CAPA as my first line of support. Once solutions are operational and users are interacting with the software, CAPA can be valuable for quick answer to a system question, like: a task not done often and thus easily forgettable; or an activity a user has just started to perform. While not a holistic training/adoption/change management solution, it’s an important part of your organizational readiness approach.

 

As discussed in previous posts and presentations, the out-of-box CAPA modules are for out-of-box system capabilities. If you modified your environment, CAPA may not match up with it. For that and a number of reasons, there is a trend to standardize on leading practice and out-of-the-box system functionality, thus enabling customers to leverage CAPA fully. That said, CAPA can be customized to match your environment.

 

Here is how PPM users access CAPA: from anywhere in the system, users can select the “Learn” menu item and be routed to CAPA, which will pre-populate its training library to the current location:

 

 

CAPA organizes short content exercises that users can filter for and take on-demand. This offers a powerful support for nearly any system topic. The training and interaction is organized by a simple method - the same method I use when creating and conducting custom hands-on training:

  1. See It! – automated demo with steps
  2. Try It! – manual demo with steps
  3. Know It! – manual demo activity quiz
  4. Do It! – manual production update
  5. Print It! – printing the demo steps

 

 

Here’s a white paper I find valuable, as it describes on-demand training components and reminds us of this truism: “We forget up to 70% of what we learn in training if we don’t apply it within two weeks.”

 

 

In addition to CAPA being an on-demand option, I include it in my hands-on training classes as a reference. If users are able to rely only on CAPA for training, here’s the path of the proposed curriculum, organized by persona:

  • Navigate to PPM and select “Learn” in the top right menu
  • Select a discipline (links below) and scroll to the “Lessons Included” section
  • Go back to CAPA and use the action bullets from the “Lessons Included” section as your guide: Filter for each bullet within CAPA and take the short course 

 

When I work with PPM customers, I refer them to the capability-based (persona) disciplines. These are organized as a formal training program, but can be taken a la carte with current CA PPM CAPA licenses.

 

 

 

Many organizations are moving toward simplicity, out-of-the-box functionality, and leading practices when initially implementing PPM solutions or when maturing an existing solution. As part of an organizational readiness approach, training is not only a nice-to-have, but vital to success. CAPA is a great first-line tool as part of an operationalized process for supporting the solution.

 

For more, 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 @PPMWarrior.

How much more efficient (and stress-free) would you be if it was easier to create and view future work? Well, your wait is over: CA PPM 15.4 is here. This blog is our first look into the new enterprise portfolio planning feature known as Roadmapping, which supports your top-down planning needs with drag-and-drop ease.

 

New Roadmap UX

When you log into CA PPM 15.4’s new UX, you land on the Project Management page. Click on the Roadmap icon, outlined here in red, which takes you to the Roadmap List page.

 

 

Three layouts help you create and visualize your roadmap items: TimelineBoard, and Grid.

 

Timeline Layout

In the Timeline layout you can see roadmap items you are planning by months, quarters, and years. The roadmap items are displayed as bars indicating Start and Finish dates, circles indicating just a Start date, or diamonds indicating just a Finish date.

 

As a portfolio manager, you can easily create planned work by clicking and dragging your mouse on the roadmap or uploading your items using a CSV file.

 

 

 

Three advanced features assist with planning and organizing work:

  • Scenarios:Create variations of the same roadmap to evaluate different strategies
  • Metrics:Add up to three numeric metrics per roadmap item and view them in the timeline
  • Saved Views:Save different views of any roadmap in any layout with personalized changes for each user

 

These advanced features can help you convey the work to different stakeholders, from development teams to executives, in a way that is meaningful to them.

 

Board Layout

The Board layout is a drag-and-drop view that can immediately indicate operational status. The organization of work can be grouped using global or roadmap-specific “picklists,” which can be used for Timeline swim lanes, color coding, and Board columns.

 

 

 

Grid Layout

The Grid layout provides spreadsheet capabilities where additional information can be added to work being planned. The portfolio manager can further define and provide high-level detail for investments such as cost, capacity, ROI, and rank.

 

 

 

This additional information will lead to more informed decisions on strategic initiatives and future work in the pipeline.

 

Setup

Your CA PPM administrator sets up the new user interface, and it is very easy to get access to this great new capability. Users just need to be assigned new Roadmapping security rights in the system.

Have you used the new roadmap feature? Share your experience, tips and opinions by joining the conversation and posting in the Comments section.

 

For readers interested in more detail, check out DocOps.  You can also reach out to CA Services for information about CA PPM Release 15.4 upgrades/implementations and individualized business outcome references and analysis.

 

About the author: Mike Pokorny is a CA Services architect who has helped businesses in industries such as oil and gas, banking, healthcare and aerospace visualize and implement solutions to improve business processes and get better outcomes by leveraging CA PPM.

If you spend a lot of valuable time manually creating and updating ten or more resources in Excel spreadsheets, youre probably wondering if there isnt a better way to spend your time. After all, you could use that time to get other action items checked off your list.

 

And with the manual process, I bet you have another nagging worry: Do my updated spreadsheets actually reflect my resources accuratelyhow do I know that the spreadsheets capture all organizational changes?

The simple answer is, you dont.

 

Whats a resource administrator to do? The simple answer is, the CA PPM Resource Adapter PWP (packaged work product) automates user provisioning and resource capacity maintenance, saving time and money. And it can also save your sanity: The automated bulk upload of user and resource data from an HR system such as SAP, PeopleSoft or WorkDay helps to keep resource data in CA PPM in sync with whatever HR system your organization uses.

 

Its really as simple as that. Deploy the CA PPM Resource Adaptor PWP today! But before you do, I will answer what are likely to be your top three questions:

 

Is it compatible with and supported in SaaS environments?

Yes, it is. In fact, all PWP global delivery components are SaaS compatible and supported.

 

How user friendly is it?

A simple install and activation of the rules by a system admin is all that’s needed. Team members submit time the same way they always have.

 

Can I download it from support.ca.com?

No, but you can get it quickly by contacting your CA sales representative or account manager for a quote.

 

Readers interested in more detail 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 release 15.4 upgrades/implementations and individualized business outcome references and analysis.

 

What kinds of worries have manual resource spreadsheets given you? Feel free to post in the comments section of this blog.

 

What kinds of worries have manual resource spreadsheets given you? Join the conversation by posting in the comments section of this blog, or contact me directly via email.

 

Helping the Overcommitted Organization Deliver

DON'T MISS VIRTUAL SUMMIT ON MAY 17

 

With lower entry barriers, new competition can walk right in and take your market share. Stuck with arduous annual planning sessions and limited portfolio insight, it's hard for organizations to fight back. You can't be overcommitted—slowed by backlogs and obsolete plans. Execution is the key. Join the third-annual PPM virtual summit on May 17 to hear from industry experts about how you can deliver better business outcomes with agile project portfolio management. Don't miss industry experts Donna Fitzgerald, Rick Morris, Jesse Fewell, Mark Price Perry and Andy Jordan.

 

FEAURED SESSIONS

The Struggle Between Agile and Project Management

Rick Morris, R2 Consulting

14:30 BT / 6:30 am PT  RSVP

 

Agile is not a fad, it is a reality.

One of the biggest misconceptions is that Agile is new. However, there is a struggle that seems to be happening between the understanding of the Agile world and the Project Management world. What does it mean to be Agile? If we are an Agile company, do we need Project Management? Rick will discuss real life experiences and even how his own thinking has been transformed in what will be an entertaining, enlightening, and lively discussion.

 

 

How Will Future Technologies Like Automation & Blockchain Disrupt PPM

Doug Page, CA Technologies

20:30 BT / 12:30 pm PT  RSVP

 

The app economy and mobile internet changed the way we work over the last decade. New technology improvements have mobilized companies to act faster and more efficiently. But it has also come at a cost. With Blockchain revolutionizing everything from retail operations to finance, we will take a hard look at how these technologies will change the way the PMO operates. We look at pros and cons of how fast emerging technologies create disruption and how to get ahead of it.

 

 

Roadmapping: Accelerate Your Innovation

Linda Chase, CA Technologies

19:30 BT / 11:30 am PT  RSVP

 

Most of us are stuck building roadmaps from the ground up, filling out hundreds of required fields just to get started. But there’s a better way. Join Linda Chase, CA PPM Product Manager, to learn how to get alignment between your business goals and investments by planning from the top down with road maps. Simplify your roadmap and bring new ideas to market faster.

 

 

Agile Development’s Impact on Your Project Finances
Sonja Furneaux, CA Technologies

13:30 BT / 5:30 am PT  RSVP

 

With the shift to more agile-based development cycles, the PMO and her counterparts in Finance are faced with new challenges properly tracking capital and operational expenditures in accordance with the law. Sonja Furneaux, a project portfolio consultant with long experience in financial management, will guide us through the obstacles and show us how to set up and run project finances aligned both with latest Agile methodologies and accounting policies.

Web Show on Agile Business

New episode last Wednesday of the month

 

Agile consultant Rick Morris of R2 Consulting and Alf Abuhajleh from CA PPM product marketing talk to industry experts about the challenges and benefits of moving to continuous planning, iterative delivery and social team work. In "Rick's Corner" we learn about business books, apps and ideas, while Alf's "Final Thoughts" give you an alternative take on technology in a modern world. Follow: @rickamorris and @alfzoo

 

EPISODE 9: What's Your Business EQ? with Colin D. Ellis

We talk to best-selling author Colin D. Ellis, who explains the importance of emotional intelligence in the workplace. Today’s employees aren’t blindly following anyone, regardless of their title. The manager’s role is changing. We have down played EQ in the organization for far too long. We even call it a soft skill. But it’s one of the hardest things we will ever do. Rick’s Corner looks at Rachel Hollins new book “Girl, Wash Your Face.” Alf’s final thoughts are on the Turkey.

 

EPISODE 8: Social PPM with Erika Flora

We talk to Erika Flora of Beyond20 (@erikaflora) about the impact social media has had on project management. Often collaboration tools, when brought in as shadow IT, form silos rather than broader networks. While more and more business is done digitally, face-to-face meetings are becoming even more important as we work remotely, across different time zones and cultures. And talking about culture, the different approaches to social collaboration exhibited across Generation X, Millennials and Generation Z are quite different. How do you incorporate that in your operations? In Rick’s Corner we hear about the upcoming 30th Anniversary of Disney’s Mickey Mouse Club reunion. And Alf closes with some final thoughts on Who Taught Your Software to Do That and other lessons about evil machine-learning and A.I.

 

EPISODE 7: Dealing with Upgrades

 

Although upgrading CA PPM is often as easy as adding a patch, many companies encounter cultural and organizational challenges when they try to introduce change. Wes McCoubrie of Rego Consulting joins us to talk about the basic issues, where they originate and how to overcome them. Rick’s Corner takes on coaching and our final thoughts are about the exciting start to the NFL season – and what we can learn from it.

 

EPISODE 6: Scaling Agile

 

We talk about the challenges you’ll face trying to expand Agile from the team level to rest of the company. Sure, you get a dozen coders standing in a circle for 10 minutes, but can you make elephants dance? Then Rick dives into positive intelligence, while Alf offers a peek into an upcoming PPM maturity survey. And don’t forget to register for CA World ’18 at ca.com/caworld.

 

EPISODE 5: PPM 101

 

We talk about simple PPM hacks, drawing on real customer examples, that make life easier for project, resource and financial managers. Rick's Corner explains why just buying a book won't make you smarter (or richer). And with the upcoming World Cup Soccer, Alf explains how mandatory project portfolio management training helps Qatar getting ready for 2022.

 

EPISODE 4: Growing Agile from Team to Org with John Stenbeck

 

Best-selling author and agile PPM expert, John Stenbeck, joins us to talk about the challenges of scaling agile from a few teams to the entire organization. With the use of data and realistic expectations, you can win over the executives. That’s a good start. But be careful, some organizations use waterfall methods to roll out agile practices. In Rick’s Corner, a classic coding trick you can use to get kids interested in critical thinking. And as a Final Thought, a caution to stay away from no-code apps – it’ll be the end of us.

 

EPISODE 3: Risks and Dependencies

 

We talk about the need to incorporate risks and dependencies into project plans, develop contingencies, and communicate road blocks widely. Rick takes us through the 13th-floor principle, explaining the urge to sweep issues under the rug. Combining Parkinson’s and Murphy’s Law, we provide tips and tricks on how to get started – before comparing Ferrari’s F1 engineering team with your average PMO.

 

EPISODE 2: Disciplined Agility with Scott Ambler

 

We talk to Scott Ambler, the co-creator of the Disciplined Agile Framework, about the need for software, problem with quick fix solutions, and how disciplined agile delivery works outside of DevOps and IT. Rick review’s John C. Maxwell’s “Developing the Leader Within You,” and Alf muses on how work components, like budgets, plans and teams, can be reused the same way SpaceX Falcon is salvaged.

 

EPISODE 1: Our 2018 Agile PPM Projections

 

Listen to belated 2018 predictions on agile project portfolio management, find out about a new app call Peptalk Motivational and hear why artificial intelligence will be the end of us. Host Alf Abuhajleh and Rick Morris bandy about news and ideas about what it means to be agile in a modern world.