CA EDUCATION COURSE DESCRIPTION CA Clarity PPM 13.3: Project, Resource, and Portfolio Management 200 Bundle Course Overview PRODUCT RELEASE CA Clarity PPM 13.3 Completing projects on time, on budget, and within scope is critical to a business and requires the very best in project and portfolio management solutions. CA Clarity Project & Portfolio Manager 13.3 (CA Clarity PPM) helps you drive strategic initiatives across your entire enterprise by managing your dynamic business requirements, complex projects, global resources, and shrinking budgets. This bundle offers you an in-depth experience with this powerful application. It starts by examining thecore functionality of the application, such as navigation, personalization and time management. The bundle also teaches key insights into project, resource, and portfolio management. You are provided with overviews, discussions, best practices, case studies, hands-on labs, and demonstrations. COURSE TYPE, LENGTH & CODE Web Based Training (WBT) + Instructor-led Training (ILT) Virtual Learning (VL) Three (3) hours WBT + four (4) days ILT/VL Course Code: 33CLR2265B PREREQUISITES None WHO SHOULD ATTEND Business End Users Key Resources Project Management Office Project Managers What You Will Learn Perform basic navigation and functionality and how to personalize settings. Set up, populate, approve and correct timesheets, modify timesheet settings. Create investments for all activities that involve expenditure and resource effort. Build a project team and manage collaboration to assist toward the successful planning, deployment, and completion of projects and investments. Manage the required work breakdown structure (WBS) and risks, issues, and change requests to complete the project on time, on budget, and within scope. Assign resources to tasks to provide the cost details for your projects. Manage project schedules to better forecast and plan the cost of projects, gain visibility into the demand for labor resources, and control the completion of tasks. Define time-based costs for the planned financial values of your projects. Perform role- and resource-related tasks such as creating and allocating resources, analyzing resource data, and performing resource capacity planning to help you anticipate the need to hire more resources. Scope, plan, limit, and distribute funds by allocating money and time to highpriority initiatives that align most closely with corporate goals.
For Managers To maximize the benefits of the application for a business, users need to be aware of the powerful project and portfolio management functionality available. RECOMMENDED NEXT COURSES CA Clarity PPM 13.2: Business Administration 200 Course Code: 33CLR22461 Five (5) days CA Clarity PPM 13.2: Data and Reporting 200 Course Code: 33CLR21981 Four (4) days This bundle covers a wide range of tasks, from defining projects and building plans and teams to financial planning, resource capacity planning, and building portfolios. These classes can be credited toward Project Management Professional Development Units (PDUs) from the Project Management Institute (PMI ). Course Agenda - Core Components WBT Lesson 1 Initial Steps: Performing Basic Navigation Log in and log out Explore the Global Header Navigate the interface using links and keyboard shortcuts Lesson 3 Collaboration: Managing Project Participants Lesson 2 Collaboration: Creating a Project for Collaboration Create a project for collaboration Add a project to the My Projects portlet Lesson 4 Collaboration: Working with Action Items Add participants to a project Remove participants from a project Make a participant a collaboration manager Create a participant group Edit participant groups Lesson 5 Collaboration: Working with Documents Create a document folder Save a document in a folder Examine document actions Navigate the Knowledge Store Search for documents Create an action item Edit an action item View an assignee's action item Lesson 6 Collaboration: Working with Discussions Create a discussion topic Post a message to a discussion topic Reply to a message Manage posted messages
Lesson 7 Processes: Starting a Process View a process flow diagram Start a process Lesson 8 Processes: Updating a Process Reject a process action item Review the progress of an initiated process Approve a process action item Determine process progress and view notes Course Agenda Time Management WBT Lesson 1 Timesheet Access: Using the Home Menu and Toolbar Access timesheets using the Home menu Access your current timesheet using the toolbar Lesson 3 Timesheet Completion: Entering Time Print your timesheet Enter time Change an ETC value Enter split time Lesson 5 Timesheet Completion: Submitting Your Timesheet Submit your timesheet Return your submitted timesheet Lesson 7 Timesheet Approval: Managing Process-enabled Approvals Initiate the timesheet approval process Approve a timesheet using a process Lesson 2 Timesheet Completion: Adding Time-entry Rows Populate your timesheet Add an existing project task row Add an unplanned task row Add a non-project investment row Add an indirect row Add an incident row Remove a timesheet row Lesson 4 Timesheet Completion: Adding Notes Add a note for a time entry Add a note to a timesheet Lesson 6 Timesheet Approval: Managing Manual Approvals Approve a timesheet Filter the approver timesheet page Return a timesheet as an approver Correct a timesheet as an approver Lesson 8 Timesheet Modification: Correcting Timesheet Errors Modify a submitted timesheet Modify an approved timesheet Modify a posted timesheet
Examine the Timesheet Overview page Lesson 9 Timesheet Configuration: Configuring Timesheets Add a column to the timesheet Change the sort order of time entry rows Change time entry options Course Agenda - Project, Resource, and Portfolio Management ILT Module 1 - Create NPIOs Compare NPIOs and projects Create NPIOs Module 3 - Build Project Teams Allocate resources to a project Manage allocations and estimates Replace resources using the Resource Finder Manage staff booking options Module 5 - Assign Resources to Project Tasks Define the assignment pool for the project Assign resources to project tasks Replace assignments Module 2 - Create Projects Create projects Create projects from templates Create projects from ideas and other sources Locate projects Module 4 - Build Project Plans Build the WBS Create WBS dependencies Configure the Gantt chart Module 6 - Schedule Projects Schedule projects using the Gantt chart Select the scheduling tool Open a project into a scheduling tool
Module 7 - Perform Financial Planning Define high-level financial planning information Create cost plans Create benefit plans Submit cost plans for budget approval Create hierarchies Module 9 - Create Project Risks, Issues, and Change Requests Create risks Create issues Create change requests Module 11 - Group Projects Compare programs with master projects Create programs Examine the program dashboards Examine additional project portlets Module 13 - Book Project Team Members Using Resource Finder Book resources to projects using Resource Finder Compare Resource Finder functionality between project team and Resource Finder pages Module 8 - Manage Collaboration Information Upload documents for sharing Manage action items Manage discussions Module 10 - Control Projects Create project dependencies Enable project auditing Baseline projects Analyze posted actuals Examine the project dashboards Close projects Module 12 - Create Roles and Resources Locate resource data Create roles and resources Update additional resource information Module 14 - Manage Resource Requisitions Create requisitions in a project Propose resources Accept or reject proposed resources
Module 15 - Analyze Resource Data Analyze resource data using the resource planning portlets Module 17 - Build Portfolios Describe Portfolio Management Create portfolios Add investments Create portfolio targets Module 16 - Perform Resource Capacity Planning Examine the Capacity Planning portlets Create capacity planning scenarios Module 18 - Analyze Portfolios Review the Waterlines page Identify the dashboard layouts for portfolios Review the Analysis, Capacity, and Financial page portlets Review the portfolio dashboard pages Module 19 - Build Portfolio Plans Create plans Modify plans