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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.

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”

Click to RSVP

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.

 

 

Hosted by CA Services. 

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

Many of my posts are about how PPM process and system usability generates business value; and we have spoken about organizational readiness, people centric design, the contextualized operating rhythm ecosystem, etc. In this blog, I will highlight a new service offering, CA Learning Subscriptions, which are resonating within the industry by facilitating PPM adoption.

 

With the popularity of SaaS and more PPM, agile and DevOps functionality available to practitioners, I’m noticing an increased need to learn and adapt to new paths towards success. The velocity of change sometimes seems overwhelming, and traditional training can quickly grow out of date; not to mention expensive and time restrictive. That said, we are still required to grow our competency and utility!

 

CA Learning Subscriptions take a simple approach to mitigate these limitations. In the easy-to-navigate learning portal, training is organized into playlists (personas) based on solution area, product, and what someone in a particular role needs to know. The portal walks students through the flexible options, with a focus on continuous education, the latest content and convenience. Check out this short overview:

 

 

The data sheet identifies these key benefits:

 

  • Improve Skills: Increase productivity, project success and solution adoption.
  • Learn Continuously: 12-month subscriptions allow students to keep up with new features and leading practices.
  • Schedule Flexibility: Easy access to training when needed.
  • Save Money: Availability to hundreds of hours of training with no travel time or expense.

 

CA Learning Subscriptions allow different formats of training based on consumption preference:

 

  • Videos: Focused how-to videos and demos provide tips, tricks and best practices.
  • E-learning courses: Web-based training allows control of pausing and resuming at student convenience. This allows practitioners to learn, apply and refresh knowledge to improve on-the-job performance. Based on real-world use cases, this training connects learning to applicable best practices and techniques.
  • Dynamic labs: Real hands-on experience in an interactive lab environment with an associated student and lab guide that directs through the learning experience.
  • Expert sessions: Expert-led sessions on key topics are held periodically and are typically an hour in length. Live sessions are recorded and available through subscription.

 

Visit ca.com/subscription to view the specific courses included in each edition.

 

As part of an organizational readiness approach, training of both practitioners and end users is not only a nice-to-have, but vital to success. And whether we need to increase the breadth or granularity of our capabilities, we need to overcome the triple constraints so familiar to us, known as the PMI Iron Triangle: scope, schedule and cost. CA Learning Subscriptions help us do just that and more.

 

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.

For the past few General Availability (GA’s), this blog series has been highlighting the value of the latest CA PPM features. The latest release is now available, and its 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 for customized demos and insights specific to your unique environment.

 

CA PPM 15.4 is built closer to how customers work than any alternative available today, and easily adapts as work evolves or progresses - all the power needed to move from static planning to continuous planning. A key feature is Roadmapping, which is a game changer as it supports top-down strategy planning while maintaining bottom-up run and operate. Complex and complicated management solutions just don’t work when companies are being challenged and disrupted every quarter, and must be nimble enough to proactively pivot. Other hot topics included in the new UX are Financial Forecasts, Budgets, Benefits, Actuals, Metrics and Reporting as well as classification of projects and resources.

 

This upgrade brings to mind a previous post regarding SaaS: PPM Insights: Surviving-to-Thriving, Reasons Solution Leaders are Selecting SaaS. This solution has become very popular within the CA PPM ecosystem as customers are able to:

  • Get Started Quickly
  • Lower Costs
  • Always being on the Latest Version
  • Experience a Higher Adoption Rate
  • Stronger Security

 

Another tool for customers is CA Services as a key differentiator providing the wholistic approach to not only software implementation, but true value realization. CA Services follows a methodology that focuses on helping PPM Practitioners achieve desired business outcomes by aligning project goals to the delivery of greatest value and priority; and helping to accelerate success through:

 

  • Organizational enablement: Enabling users and accelerating solution adoption to speed value realization
  • Technology services: Implementing a flexible solution that delivers incremental value which will grow and adapt to evolving business needs
  • Success management: Assisting in the development and execution of a clear plan for long-term success

 

CA Services applies this approach to all delivery - helping you implement a new product, expand a solution’s value and upgrade to a new version as well as providing ongoing maintenance support. They are here with a plan for your long-term success, ensuring your organization is enabled for fast adoption and your technology is delivering the desired value.

 

When staying up to date with CA PPM releases - valuable features (which SaaS delivers on-demand), and leveraging the leading practices of CA Services, PPM Practitioners can deliver a cutting-edge solution at any maturity level and desired investment.

 

As PPM Practitioners, these adoption focused enhancements to the UX increases our ability to “take the work out of work” for our customer by following the people centric design approach developed throughout the CA PPM 15.x versions. For details, attend this upcoming CA PPM Community Webcast - What's New in CA PPM 15.4 – March 15th 11:00AM ET.

 

 

Associated training has also been published. Be the first to experience, certify and benefit from these powerful Learning Paths.

 

 

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.

Three Easy Steps

 

STEP 1: See what's new in Clarity PPM

CLICK IMAGE TO ENLARGE

 

 Projects for All: Any business user can spin up projects in minutes.  

 

BI: Connect to your favorite business intelligence software.

 

Data Sheet  |  Roadmap Session  |  What's New? Blog  |  Product Documentation  |  Version Comparison 

 

 

STEP 2: Upgrade to the New Clarity PPM

 

 

STEP 3: Take Advantage of Clarity PPM Services

No question about it, project managers have a lot on their plates. Here are just some of the tasks we do every day, for every project:

  • Design and apply appropriate project management standards
  • Prepare and maintain project, stage and exception plans
  • Manage risks and develop contingency plans
  • Monitor overall progress and use of resources, initiating corrective action when necessary  
  • Adopt and apply appropriate technical and quality strategies and standards
  • Manage project administration
  • Manage potential interdependencies with other projects and their impact
  • Direct, manage and motivate the project team
  • Monitor the WBS in Gantt charts (in fact, sometimes you think Gantt is your middle name)

 

Your colleagues often call you Super PM, but to really deserve project management superhero status, you also have to take command over project costs.


Consider CA PPM Cost Plan Adapter your trusty sidekick! With this PWP you can import forecasted costs from any financial system your organization uses into CA PPM to have a complete (and actual) view of your projects, create financial KPIs, monitor progress against those KPIs, and make adjustments that will keep projects on track financially. By having numbers at your fingertips from Day 1, you can control your project finances—not the other way around.

 

Your organization’s leadership will love you for it.

 

Here are a couple of questions I’m often asked about the CA PPM Cost Plan Adapter:

 

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.

 

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.

There are only so many hours in a day, and few people understand that better than project managers. Likewise, few project managers would choose to spend the few precious hours they have in mind-numbingly repetitive tasks like manually creating and updating projects. Knowing when, and how, to automate can make the difference between hours spent on project execution that can transform your organization and, well, just hours spent.

 

There is a fast and easy way to automate project creation and project updates in CA PPMthe Project Adapter. Among other things, this packaged work product (PWP) imports projects from ERP systems into CA PPM and continuously updates the project list.  

 

These are the most common questions I am asked about the CA PPM Project Adapter:

Is it compatible with and supported in SaaS environments?

 

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

 

In a nutshell, what does the Project Adapter automate? 

  1. Creation and updates of projects and project hierarchies
  2. Creation and updates of project team allocations 
  3. Creation and updates of project tasks

 

What does the CA PPM Project Adapter do, and what are the benefits?

The project adapter automatically creates new projects and updates existing projects with changes. Because it automates creation and updates of projects and project hierarchies, team allocations, and project tasks, project managers can focus on project execution immediatelyso your projects can succeed more quickly. The tool makes it easier to prepare plans as management teams agree on and confirm projects for a new fiscal year. You can also use the tool to convert project ideas into a project investment workflow.

 

How user-friendly is it?

It’s very user friendly. Automation reduces the number of technical glitches compared to manual processes, so you have fewer technical challenges.

 

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.

See all CA PPM PWPs here. 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 upgrades/implementations and individualized business outcome references and analysis.

 

Join the conversation by posting in the comments section of this blog, or contact me directly via email.

I get it: As everyone knows who works on projects and submits time, timesheet submission is a necessary evil, one of life’s little details we wish would just go away. If you’re anything like me, half the time you do it at the last moment, either on your own or with “encouragement” from your supervisor, or you forget to do it altogether, waking up in the middle of the night with that sinking feeling in your stomach.

 

OK, so timesheet submission is a fact of life. But timesheet errors don’t have to be. Did you ever have a timesheet returned to you because you submitted 80 hours instead of 8.0? Think of what the PMO could be doing instead of chasing down users to correct easily preventable errors.

 

I’m here to tell you, salvation has arrived. Errors can be prevented. How cool is that?

 

It’s as simple as using the CA PWP Timesheet Validation Adapter. With this adapter, you can deploy configurable rules that give users immediate feedback as to whether the timesheet will be process-able. The adapter eliminates the wait for an approval cycle or batch to run. The quality of your company’s submitted timesheets will improve dramatically, so the PMO can spend time on useful activities. And you? You can sleep through the night, secure in the knowledge that your timesheet is correct.

 

If your organization uses CA PPM and users submit timesheets, seriously consider deploying the CA PWP Timesheet Validation Adapter for fewer errors—and even fewer excuses.

 

Here are some of the common questions I am asked about the CA PPM Timesheet Validation Adapter:

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.

 

Find out about other PWPs for CA PPM here. 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 15.3 upgrades/implementations and individualized business outcome references and analysis.

 

What kinds of nightmares have timesheets given you? Feel free to post in the comments section of this blog or contact me directly via email.