Clarity ClarityPa User manual

Clarity ClarityPa User manual
CA Clarity™ PPM
Functional Overview of the CA Clarity
Project and Portfolio Management System
Introduction
CA Clarity™ PPM
CA Clarity Project Portfolio Manager is an integrated suite of
modules that allows your organization to seamlessly manage
its services, projects, products, people and financials. It gives
your executives a real-time view into their organization’s
investments, initiatives and resources, and empowers your
managers to deliver controlled and predictable execution of
projects and programs. Built on top of the core project and
portfolio management functionality are solution-specific
modules that support the critical processes of IT Governance,
New Product Development and Enterprise Program Management.
Created in a Web services architecture, CA Clarity PPM is
comprised of a set of modules, each of which is described in
detail within this functional overview. The system’s modular
structure allows for phased implementations that can be as
small as 50 users focused on project portfolio management
or as extensive as 100,000 users employing all aspects of
CA Clarity PPM.
CA Clarity PPM
provides the visibility,
control, automation
and reporting to
support today’s most
critical business
processes, including
ITG, NPD, RCM
and EPM.
CA Clarity Project Portfolio Management Modules
CA Clarity™ Project Portfolio Manager . . . . . . . . . . . . . . . . . . . .1
CA Clarity™ Project Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
CA Clarity™ Resource Manager . . . . . . . . . . . . . . . . . . . . . . . . . .8
CA Clarity™ Demand Manager . . . . . . . . . . . . . . . . . . . . . . . . . .1 1.
CA Clarity™ Project Financial Manager . . . . . . . . . . . . . . . . . .13
CA Clarity Solution Modules
CA Clarity™ IT Portfolio Manager . . . . . . . . . . . . . . . . . . . . . . .1 5
CA Clarity™ IT Financial Manager . . . . . . . . . . . . . . . . . . . . . . .21.
CA Clarity™ Business Relationship Manager . . . . . . . . . . . . .23
CA Clarity™ Risk and Controls Manager . . . . . . . . . . . . . . . . .25
CA Clarity Platform and Architecture
CA Clarity™ Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
CA Clarity™ Process Manager . . . . . . . . . . . . . . . . . . . . . . . . . .31.
CA Clarity™ Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
CA Clarity™ Core . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
CA Clarity™ G2000 Architecture . . . . . . . . . . . . . . . . . . . . . . .36
ITG
NPD
IT Governance
New Product
Development
CA Clarity
PPM
TM
RCM
EPM
Risk and Controls
Management
Enterprise Program
Management
CA ClarityTM Project Portfolio Manager
Select the Right Investments with In-Depth Project Portfolio Planning and Analysis
The CA Clarity Project Portfolio Manager module gives you all
the tools you need to align your project investments with your
corporate goals, bringing you the highest return on the use of
your resources. It provides you with the structured environment
you need to establish portfolio criteria, develop plans and
what-if scenarios and communicate strategic decisions to
your stakeholders.
After implementing your portfolio decisions, CA Clarity Project
Portfolio Manager provides you with extensive performance
analysis and scorecard features to show you the true costs and
benefits of your strategic projects, giving you the insight you
need to continually improve investment performance and
decision making.
As CA Clarity Project Portfolio Manager is an integral
component of the complete CA Clarity suite, you can access
performance information in real-time, as well as drill to the
details and answer the really important questions: Are my
resources aligned with my strategic initiatives? Are we
succeeding financially? Are we actually achieving the benefits
we targeted in the selection process? And, are my stakeholders
completely engaged in the process?
Figure A
_______________
The ability to establish sophisticated evaluation and selection
criteria, create and optimize planning scenarios, communicate
decisions and monitor progress in a seamless, integrated
system makes CA Clarity Project Portfolio Manager your most
critical tool for managing organizational investments, resource
capacity, demand and commitments.
______________________________________________________
Four Phases to Portfolio Success
In order to successfully implement effective processes for
managing your portfolio, you need a set of tools for:
•
•
•
•
Project portfolio modeling
Taking inventory of investments
Planning and analysis
Performance assessment
CA Clarity Project Portfolio Manager provides you with the
robust features, content and configurability you need to
execute on all four phases of portfolio management.
Model the Portfolio with Your Criteria
Since all downstream decisions rely on how well your potential
investments rank against specific criteria, the first thing you
need to do is define the criteria that best applies to your
organization. You’ll get the metrics you need to do this right
out-of-the box, including true benefit, and true cost capture,
resource capacity, demand, alignment to goal rating, milestone
schedules and risk profiling.
The extensive configuration capabilities in CA Clarity Studio
allow you to adapt the standard evaluation criteria in this
module or easily add your own. With point-and-click
configuration, it’s easy to create, prioritize and evaluate
investments against your own metrics, such as return-oninvestment and break-even analyses, cost avoidance or
revenue enhancement goals, quality statistics, business
value assessments and many more.
Figure B
______________________________________________________ ______________
Ensure that your
strategic investments
are aligned with
your business goals
using built-in,
easily personalized
portfolio analysis
portlets.
Easily create
and prioritize the
project portfolio
evaluation criteria
that suit your
business.
______________________________________________________
______________________________________________________
Set Up More Effective Decision Making
How do you decide whether or not to invest your resources in
a new idea? On what do you base your decision to launch a
new product? If your company is like most others, decisions
are often made based on subjective criteria, squeaky wheels
and force of will. The result: your investment decisions often
may not align with your overall business strategy, stretching
your already scarce resources and taking time and effort away
from investments you should be focusing on. Using CA Clarity
Project Portfolio Manager, you can put into place an exacting
set of structured processes that drive the best decisions for
allocating your limited resources.
Easily Create the Project Portfolio Inventory
The second phase of project portfolio management consists of
taking inventory of the current and proposed investments and
evaluating them against the selected criteria. CA Clarity
Project Portfolio Manager allows you to get up and running
quickly, providing you with an easy-to-use interface for
entering existing projects, programs and more.
You can enter items through the user interface or easily import
them in batch or real time from external systems using the
CA Clarity XML Open Gateway. Either way, you immediately
experience the benefits of portfolio management. With a
detailed inventory, you will have significant benefits from this
step alone: having identified the de facto project portfolio,
gross misalignments, “accidental” investments and sacred
cows become immediately apparent.
1
CA ClarityTM Portfolio Manager
Figure C
Within CA Clarity Project Portfolio Manager, you can create
multiple portfolios, each consisting of different sets of
investments. You can also group portfolios together in
parent-child relationships, allowing individual departments or
companies to maintain their own portfolios while providing
overall visibility at the executive level. The interlinked portfolios
provide support for top-down planning and bottom-up reporting.
______________________________________________________ ____________
Evaluate an
unlimited set of
optimal investment
scenarios using the
Efficient Frontier.
Develop a Project Portfolio Plan Through
Analysis and What-If Scenarios
CA Clarity Project Portfolio Manager provides you with a
complete set of tools and reports for creating the budgets,
analyses and what-if scenario planning that comprise the
third phase of project portfolio management.
With clear strategic goals and budget allocations, your
portfolio managers can evaluate potential and ongoing
investments by sorting and prioritizing them against key
portfolio criteria. They can look at the results, look at the
available budget and simply choose the highest ranked
investments you can afford. Ad hoc portfolio changes can be
modeled with the scenario builder. Investments can be selected,
rescheduled, postponed or put on hold—and the impact on the
cost/benefit, alignment and balance of the portfolio will be
analyzed in the context of these changes. The final, optimized
portfolio can turn out to be any combination of required
investments, high-scoring new initiatives and subjective,
ad-hoc selections that provide a good benefit/risk balance.
Optimize on the Efficient Frontier
When your investment choices grow, you need a systematic
method of determining just how many investments are
optimal for your portfolio. CA Clarity Project Portfolio Manager
removes the guesswork from creating a series of investment
scenarios. Simply specify a set of constraints, including your
resource role capacity, and the system automatically evaluates
all potential combinations to find the Efficient Frontier, an
optimized set of portfolio choices that will provide you with
the highest return for the lowest cost. The Efficient Frontier
provides you with a starting point for making decisions about
your investment portfolio.
From the Efficient Frontier display, you can drill into any selected
scenario to review the associated investments, as well as
compare sets of investments side-by-side for faster decision
making. Constraints such as budget, resource capacity and
time, as well as dependencies between projects, are taken into
account to ensure that the proposed sets of portfolio scenarios
are not only optimal but also achievable.
______________________________________________________
Communicate, Execute and Assess
Once you choose your optimal investment portfolio, it’s time
to implement it. This includes communicating your decisions
to department, resource and project managers so detailed
plans can be put into place.
This fourth phase of portfolio management is conceptually
simple, but it is often one of the most complicated steps to
execute. Ongoing efforts that are slated for cancellation should
be scaled down methodically, while your newly funded
investments need to be initiated in compliance with defined
processes. Your resources and momentum need to shift.
Thanks to seamless integration between CA Clarity Project
Portfolio Manager and all other CA Clarity modules, you can
rest assured that your decisions will be efficiently communicated, your initiatives well executed and performance
effectively tracked. For example, a new development project
must be professionally managed at the detail level, including
project and resource planning, task scheduling, deliverable
tracking and project cost accounting. CA Clarity Project
Portfolio Manager gives you unparalleled control over all of
these variables.
Develop Best Practices to Improve
Project Portfolio Performance
Your portfolio is never static. Budget and revenue requirements
change, market conditions dictate new priorities and initiatives
fail to deliver predicted results and resource constraints impact
timelines. That means your strategic investment portfolio
needs to be re-evaluated and reprioritized, often on short
notice and without the luxury of long planning cycles.
Trying to do this with manual report consolidation, spreadsheets and standalone portfolio analysis tools won’t get you
the results you are looking for. The complete integration of
portfolio execution and assessment functionality within CA
Clarity lets you understand, in real time, how your decisions
affect portfolio performance. It enables you to develop and
deploy best practices for the next round of portfolio planning.
You can adjust and reprioritize selection criteria, weigh new
ideas against existing investments and communicate new
decisions, all within days or weeks rather than quarters or years.
2
CA ClarityTM Portfolio Manager
Key Features of CA ClarityTM Portfolio Manager
Features
Benefits
Portfolio Modeling and Analysis
Create portfolio types
Define project and product portfolio types for use during the planning phase.
Standard evaluation metrics
Minimizes your portfolio definition efforts by providing you with standard metrics for evaluating investments, including NPV, ROI, risk,
break-even, role capacity and demand, planned cost and planned benefit.
Unlimited custom fields and criteria
The point-and-click interface allows you to tailor your portfolio inventory and analysis criteria by adding new fields, rearranging forms,
creating new pages and adding custom formulas. All configurations are automatically carried forward to new releases.
Parent-child portfolio structure
Allows your portfolios to be grouped in hierarchies that reflect the structure of your business or your decision-making process.
Top-down and bottom-up budgeting
Combines the ease of early-stage budgeting through top-down allocation with the accuracy of true cost and true benefit analysis for
portfolio performance assessment.
Process control of investments
Connects your project portfolio decisions to investment lifecycle processes by allowing you to define gates at which approval is required
for subsequent phases. For example, a new product becomes part of the portfolio when it moves from the requirements phase to the
design phase.
What-If Scenarios and Selection
Portfolio what-if scenarios
Allows you to optimize potential investment decisions without making changes to the plan of record. Allows you to include or exclude
investments, change start and end dates, adjust budgets, re-evaluate priorities and filter and sort by any user-defined criteria.
Automatic scenario generation
Saves you analysis time by automatically creating investment scenarios based on your own selected criteria. The scenarios include an
optimized set of portfolio investments from which you can conduct additional analyses.
Scenario workflows
Provides process automation for the distribution, evaluation and approval of scenarios, including support for simple or complex workflow
patterns built into the CA Clarity Process Manager module.
Scenario-based resource
capacity planning
Allows you to see the impact on your resources of specific investment decisions by evaluating portfolio scenarios in the Capacity Planning
feature of the CA Clarity Resource Manager module.
Automatic portfolio content creation
Saves time by letting you define the contents of a portfolio parametrically--for example, including all assets located in Europe with a book
value greater than $100k. Alternatively, you can assemble portfolios manually by choosing particular investments.
Dynamic portfolio content refresh
Simplifies portfolio maintenance by allowing you to automatically reassemble your portfolio based on specified criteria. Project portfolio
managers decide when and how the portfolio is updated.
System-supported scenario
notifications
Ensures the complete and timely communication of critical portfolio decisions by making it easy to systematically notify all department,
resource and project managers.
Project Portfolio Optimization
Efficient Frontier creation
Provides you with advanced decision support by automatically generating a series of optimal portfolios based on a range of investments
and a set of user-defined constraints. Each point on the Efficient Frontier graph represents a portfolio scenario that produces the highest
return for the given set of criteria.
Portfolio dependencies
Produces more realistic portfolio scenarios by taking into account dependencies among investments. For example, if project A is dependent on projects B and C, then the scenario generation process only includes project A in scenarios that also support both projects B and C.
Scenario comparison
Speeds decision making by providing you with comparisons of portfolio scenarios to identify differences in content, cost, benefit and ROI.
Drill-down graphics
Connects strategic portfolio scenarios to their underlying investments by letting you click from an Efficient Frontier graph point to a
detailed listing for an explanation of the portfolio contents in the scenario.
Portfolio Performance Assessment
Portfolio scorecards
Drives better decisions by providing you with real-time portfolio performance information in a set of personalized portlets.
Standard portlets
Simplifies deployment by providing standard portfolio assessment views out of the box, including:
• Investment details
• Balance bubble chart
• Cost/benefit summary
• Timeline Gantt view
• Financial roll-ups
• Life cycle stage funnel
• Budgeted cost review
• Risk vs. reward quadrants
• ROI vs. alignment quadrants
• Benefits by goal
Configurable stoplights
Allows you to define thresholds for any standard or user-defined metrics such as alignment, budget, risk and status to focus attention
on under-performing investments.
Exception filtering
Improves your reaction time by highlighting investments that fail to meet your pre-defined performance criteria. For example, a project
portfolio manager can use filters to show only applications that are expensive to maintain, underutilized and within six months of
retirement.
3
CA ClarityTM Project Manager
Execute Projects with Control and Predictability
Projects are the delivery vehicle for transforming ideas into
business value within any organization. A poorly planned or
badly estimated project can have an adverse effect on your
results, deliverables, costs, credibility with customers and
employee morale. The CA Clarity Project Manager module
provides you with a rich set of tools for project planning, estimating, budgeting, resource allocation and time capture. Our
goal is to ensure that your company benefits from corporate
best practices, where methodologies are adhered to, optimal
plans are produced, communication barriers are eliminated
and projects are executed with precision.
Figure A
______________ ______________________________________________________
Create simple
or complex
project plans in
CA Clarity Project
Manager.
Project templates go a long way in expediting the project creation process, and they make it easy to reuse previous work.
The templates leverage the extensive workflow capabilities of
CA Clarity, giving your project managers a way to model your
organization’s own development process within the application.
As review gates are passed, workflow automatically copies the
next set of tasks, documents, roles, budgets and fields from
the template into the project, creating all of the underlying
items necessary to complete the current phase.
The workflow capabilities of CA Clarity can also automate
many project management tasks, including timesheet notifications and approvals budget and forecast updates, action item
assignments and resource allocations, as well as document
routing and approval. Using the graphical workflow status
indicator, your project managers can easily track where an
item is in the process, removing bottlenecks and reducing
project cycle time for speedier completion.
Figure C
______________________________________________________ ______________
Reduce project
cycle time using
CA Clarity
workflows.
______________________________________________________
Create Simple or Complex Project Plans
CA Clarity Project Manager easily supports any level of project
planning, from the most basic to the most sophisticated. With
just a few mouse clicks, your project managers can create
simple plans for collaboration and the tracking of key tasks
and milestones, or detailed plans for capturing all of the information in a complex project. Collaboration is a basic element
in every plan, including threaded discussions and document
management, as well as time tracking at the project or task
level. Plans can also include key tasks, Work Breakdown
Structure (WBS) hierarchies, estimates, dependencies, and
deliverables and staff assignments. All project resource and
cost accounting activities are fully integrated, allowing for
seamless management throughout the project life cycle.
Figure B
______________ ______________________________________________________
Monitor project
status and activities
through a custom
project dashboard.
______________________________________________________
Schedule and Staff Your Projects Quickly and Effectively
CA Clarity Project Manager makes it easy to schedule key
tasks and milestones, manage project and resource calendars,
and group multiple subprojects into programs for schedule
roll-up, all within the web-native CA Clarity environment.
Users can leverage the CA Clarity Resource-Constrained
Scheduling (RCS) algorithm within their web browsers to
schedule project plans based on available resources rather
than on task duration, providing a more realistic plan in less
time. Users can also create tentative schedules, make changes
and publish the schedule to the plan of record without having
to download or maintain software.
For advanced scheduling and baselining, CA Clarity Project
Manager integrates seamlessly with both Open Workbench
and Microsoft Project, making it easy to launch the preferred
scheduling tool from within CA Clarity.
______________________________________________________
Build Plans from Best Practice Methodologies and Templates
Rather than starting from scratch, your project managers can
build their plans from pre-defined methodologies and templates
included in the CA Clarity application. Answers to project
profile questions automatically generates key tasks and
milestones or a complete WBS, including deliverables and
recommendations culled from your own best practice methods.
4
Resource management tools help your project managers
quickly find qualified, available people on your staff anywhere
around the globe. Once a project is created in CA Clarity
Project Manager, team members can be assembled quickly
by searching for resources by name or role. The CA Clarity
Resource Manager module also supports advanced searching
by skill set and resource pool and the evaluation of overall
resource capacity and demand.
CA ClarityTM Project Manager
Track and Analyze Time and Costs
CA Clarity Project Manager lets you easily track and analyze
costs for the work people do and determine the estimated
time to completion. Timesheets allow team members to record
their time and resource usage on the projects and incidents to
which they are assigned. Once a timesheet is submitted, managers with time approval rights can review it for accuracy and
completeness before approving it. Robust reporting capabilities
provide accurate information on the time spent by all
resources on all work performed.
Figure D
______________ ______________________________________________________
Track time in
the browser,
anywhere in the
world, without
plug-ins, applets or
ActiveX downloads.
distributed to CA Clarity Project Manager, Open Workbench
and Microsoft Project. Using the System Partitions feature in
CA Clarity, each division or group can create their own virtual
instance with unique fields, forms and processes, allowing
local control while still maintaining overall project governance.
Going a step further, your project managers can configure and
deploy personalized dashboards for each project, picking and
choosing from among standard and user-defined portlets
available from CA Clarity Studio. The combination of CA Clairty
PowerMods, CA Clarity System Partitions and personalized
project dashboards gives users the flexibility and creative control to configure CA Clarity Project Manager so that it captures
and reflects the information and processes that are unique to
your organization.
Effectively Manage Programs
When you need to manage large programs with a related
series of projects, CA Clarity Project Manager allows you to
create and manage at the program level, providing top-down
budgeting and forecasting as well as bottom-up risk, status,
cost and schedule reporting for subprojects. Users can drill
directly into the subproject details to manage more effectively
and drive program success.
Figure E
______________________________________________________ ____________
Manage programs
with top-down
planning and
bottom-up
actuals.
______________________________________________________
Manage Risks, Issues and Change Requests
Even the best project plans are often derailed by unexpected
risks and unresolved issues. CA Clarity Project Manager gives
team members better control over project results by allowing
them to systematically manage risks, issues and change
requests. Using PMBOK-compliant terminology and processes,
risks are captured, evaluated and scored, allowing your
managers to focus mainly on those with the highest impact
and probability. User-defined thresholds allow roll-up of critical
risks to management dashboards for visibility and mitigation.
Project managers can easily convert risks into issues, and
issues into change requests, while maintaining history and
interdependencies. With all of the associated impact information in one location, project team members can understand
context, analyze trends, seek out root causes and aggressively
minimize overall project risk.
Improve Budgeting and Forecasting
The budgeting and forecasting feature in CA Clarity Project
Manager provides all the necessary tools for accurate planning,
tracking and analysis of the financial performance of your key
corporate initiatives. Your project managers can create budgets
and update forecasts at the summary or detail level, including
labor, expenses, materials and equipment categories. As the
project progresses, forecasts are updated with aggregated
accruals and estimates to complete, giving managers a realtime view into the rate of project completion for financial
analysis and chargeback allocations. Project managers can see
not only that they are on plan, but also on budget, driving
fiscal responsibility to the level where it has the most impact.
Configure and Personalize
CA Clarity Project Manager can be easily adapted to the
unique needs of your organization. Using the CA Clarity
PowerMods functionality in CA Clarity™ Studio, administrators
can add custom fields and forms that are automatically
______________________________________________________
Seamlessly Access Core Services for Collaboration,
Reporting and Integration
The collaboration functionality in CA Clarity™ Core allows your
project teams to communicate effectively, share knowledge,
manage documents and resolve issues. Project managers can
easily create collaborative environments so teams can find
the information they’re looking for in one location, instead
of searching through thousands of emails and countless
individual computers.
Through CA Clarity Project Manager, you also have direct
access to the CA Clarity Core business intelligence services.
The data mart in CA Clarity provides the foundation for
reporting and analytics. Standard and custom reports, as well
as portlets and dashboards, provide powerful insight into
project data, giving your team members, managers and
executive sponsors the critical information they need to
assess the status of their initiatives.
CA Clarity Project Manager uses the enterprise Organizational
Breakdown Structure (OBS) service to provide data security, as
5
CA ClarityTM Project Manager
well as information organization and classification. This allows
managers to define their own hierarchical structures, such as
by division, geography or resource pool and then organize and
provide access to information accordingly. Data is automatically rolled up according to the structure your managers
choose, providing each level of your organization with key
metrics for better decision making.
To let you easily exchange project information with your other
systems, CA Clarity Project Manager is seamlessly connected
with the CA Clarity XOG service, which includes published,
open-standards-based interfaces to facilitate enterprise application integration. Using CA Clarity XOG APIs, critical project
execution information, such as task status, time tracking,
resource availability and documents can be easily exchanged
with your financial, human resources, cost accounting, ERP
and other applications to reduce costs, improve reporting,
eliminate double entry and reduce cycle time.
Execute with Precision
CA Clarity Project Manager makes it easy for your company to
create reliable project plans and accurate estimates, find and
assign the best resources, leverage organizational knowledge
and best practices, empower teams through collaboration, and
deliver meaningful reporting and analysis. The result is that
your managers can deliver controlled and predictable execution
of projects and programs, ensuring that the initiatives that
drive your business are delivered on time and on budget.
Key Features of CA ClarityTM Project Manager
Features
Benefits
Project Management
Basic project planning
Provides simple project planning and collaboration when capturing effort is more important than detailed tracking of costs and schedules,
such as for new initiatives, pre-funded projects and new opportunities.
Detailed project planning
Provides full project management functionality for complex projects where your users need to capture and control costs, perform detailed
resource scheduling, manage tasks against a timeline and track and complete deliverables.
Best practices methodologies
Automatically builds project plans--including key tasks, milestones, role assignments and forms--based on your project managers’
answers to project profile questions. This allows you to build best practice plans for consistent use throughout your organization.
Project templates
Allows you to easily create best practice project libraries, ensuring all of your employees follow the appropriate procedures and use the
correct templates. A process template can contain a phased WBS with tasks and activities, a project schedule, a budget and forecast,
resources and roles, assignments and documents. When a new project is created, or when a gate is passed into a new phase, the
appropriate project data is immediately made available to everyone on the team.
WBS creation and resource
assignments in the browser
Allows your project managers to build simple project plans, manage complex project tasks and make task assignments, all within the
CA Clarity Project Manager browser-based environment. This eliminates the need to launch separate desktop project management
applications such as Microsoft Project.
Multiple project baselines
Gives your project managers the ability to compare forecasted tasks and effort with current requirements and original budgets. They can
then modify their approach to the project midstream, making the strategic decisions necessary to come in on time and on budget.
Custom fields and pages creation
Allows you to configure the system so that it captures and reflects information and processes unique to your business needs.
CA Clarity™ Studio makes it easy for your users to create custom fields and pages within CA Clarity Project Manager, and to arrange
and label both standard and custom fields in the way that makes sense to your organization.
Task guidelines
Makes best practices information about how to complete a task available to those actually doing the work, ensuring that your
organization’s know-how is accessible and timely.
Integration with Open Workbench
and Microsoft Project
Allows you to manage complex projects online or offline using either Open Workbench, the open source desktop scheduler, or Microsoft
Project. The CA Clarity Schedule Connect module provides the link.
Scheduling in the Browser
Via the browser, your users can also create schedules, make changes and publish the schedule to the plan of record, without having to
download or maintain client software.
Time Tracking
6
Timesheets
Provides your managers with complete access to all of the work your people are doing and all the costs associated with that work. Users
create timesheets that are automatically linked to their assignments where they not only record the time spent working on tasks and
incidents but also designate billing charges and attach explanatory notes.
No client software or downloads
Reduces your deployment and maintenance costs by eliminating the need to maintain software on user desktops. For your team
members, all time tracking and project management features are accessed through a web browser, without the need to install plug-ins,
ActiveX controls or applets.
Auto-populating timesheets
Employees entering daily time can automatically populate their timesheets based on information submitted in the previous week. When
people are assigned new work, these tasks and incidents automatically appear on the timesheet for tracking.
Timesheet approval
Provides oversight to ensure timesheets are accurate and complete before being submitted to billing. Timesheets are fully enabled for
workflows in the process engine, allowing your organization to set up simple or complex approval routing plans, including split approvals.
Offline timesheets
Allows your mobile knowledge workers to track and review their time while disconnected from the network. Offline timesheets, managed
in Microsoft Excel, are synchronized and submitted when the user reconnects to CA Clarity. Offline timesheets are available in all
languages supported by CA Clarity.
CA ClarityTM Project Manager
Key Features of CA ClarityTM Project Manager (continued)
Features
Benefits
Risk, Issue and Change Management
PMBOK-compliant risk scoring
Automatically calculates risk scores based on probability, impact and category weighting, ensuring that risk scoring is consistent across
all of your initiatives.
Risk sorting, filtering and thresholds
Allows your users to quickly identify high-impact risks that need immediate attention, ensuring that team members focus risk mitigation
strategies in the most important areas.
Risk, issue, task and action item
associations
Provides context and patterns for identifying the root causes of risks and issues by maintaining associations and links
between related items.
Audit trail
Ensures that the complete history of risks, issues and changes is captured for review and future learning.
Portfolio risk assessment
Improves decision making around current and future projects by rolling risk scores up to the project portfolio in the CA Clarity Project
Portfolio Manager module.
Risk issue change progression
Improves your company’s efficiency and reduces manual effort by automatically converting risks into issues at the command of your
project managers. Similarly, issues can be converted into change requests, preserving the history of analysis and action.
Budgeting and Forecasting
Project budgets and forecasts
Facilitates the prudent financial management of your initiatives by linking labor, expense, material and equipment costs directly to the
projects in which they are incurred.
Budget and forecast revisions
Allows multiple revisions over the project life cycle to be baselined, tracked and compared. This not only provides you with control of the
project financial metrics, but also ensures that pitfalls and overruns that happened in the past can be avoided in the future.
Budget and forecast approvals
Enforces review and approval processes in project accounting by requiring that budget adjustments be approved by the appropriate
financial managers.
Automatic financial plan creation
Reduces your project administration efforts by enabling your project managers to easily create and update financial plans from their
detailed project plans. Based on task resources, their rates and their estimates-to-complete, you can create an accurate time-phased
financial plan with minimal effort.
Program Management
Project roll-up into programs
Provides top-down planning and bottom-up aggregation by enabling projects to be grouped into programs.
Program and project level planning
Allows your users to budget costs and benefits at the program level without completing detailed project plans. As projects are executed,
high level estimates are replaced with project level specifics.
Program dashboard
Enables your executives to see at a glance whether the overall project portfolio is on track in terms of budget, issues, schedule, milestones
and risk profile and to drill down into any initiative that is having problems.
Program drill-down
Allows you to easily assess risk and ROI, actual spending versus budget, forecast cost expenditure and expected benefit delivery through
a simple drill-down from the program level to subproject details.
Benefit realization graph
Lets you compare top-down program benefit estimates with bottom-up project accruals to ensure that your deliverables match
expectations and to improve future planning.
Reporting
Numerous standard portlets
Allows your project managers to personalize their project dashboards with pre-defined portlets, such as Project Risks, Project Team,
Labor Effort and Project Issues.
Numerous standard reports
Includes readily accessible reports for every user to answer key questions about their work and business. A sampling of standard
reports includes:
• Budget/Forecast Analysis
• Key Tasks and Milestone Status
• Project Analysis and Profitability
• Resource Assignments
• Resource Bench
• Timesheet Detail
Stoplights
Connects business data to graphical stoplights, providing users with a visual alert based on a project or program’s risk, status, issues,
budget or other user-configurable benchmarks.
Role-based reporting
Provides your users with one-click access to every report relevant to them. While the volume of information about a project may be large,
users view only a percentage of the content.
Export to Microsoft Excel or PDF
Provides you with additional analysis and easy distribution of reports by enabling report downloads to Microsoft Excel and PDF files.
Application Integration
Published XML APIs
Allows your IT resources or a third party systems integrator to easily access the key information and processes in CA Clarity Project
Manager without writing time-consuming database procedures and custom application code.
Access to the key objects in
CA Clarity Project Manager
Creates additional value by linking the key objects in CA Clarity Project Manager with those in your other enterprise applications, including financial, billing and HR systems. A sampling of available gateway objects includes projects, roles, resources, users, GL accounts and
periods, invoices and credit memos, timesheets and organizational units.
7
CA ClarityTM Resource Manager
Maximize the Return from Your People
The CA Clarity Resource Manager module is designed to bring
you optimal results from your most valuable asset—your staff.
In order to speed up time-to-market, you must quickly find the
right employees to solve complex problems. With a limited
number of skilled professionals available, you need to find a
way to staff your teams with the best people from different
regions to assure that all requirements are truly met.
resource allocations, to see how demand requirements
change. Maximizing your resources through capacity planning
reduces your costs while delivering successful programs.
Figure A
______________________________________________________ _____________
Evaluate future
capacity by role for
improved planning.
Deploying skilled professionals on the right teams is one way
to make sure you retain those people who can contribute to
the growth of your organization. CA Clarity Resource Manager
provides you with the tools you need to understand the skill
sets of individuals and to track their development, experience
and interest, as well as to manage the entire spectrum of
resource requisitioning, searching and staff assignments.
Whether your organization uses a formal or informal
requisition process to staff projects and other IT work,
CA Clarity Resource Manager gives you the flexibility you
need to work the way you want.
CA Clarity Resource Manager includes four major components:
Resource Finder, Capacity Planning, Resource Requisitioning
and Skills Management.
______________________________________________________
Match Your People to Your Project
Resource Finder enhances the staffing process by allowing you
to quickly search for and select resources, then drill down to
specific information about each person, including skills, current
resource allocations and individual calendars. You can also
view graphical displays that identify under- and over-utilized
staff, making it easy to find available, qualified people across
your entire global organization.
Balance Your Resource Capacity and Project Demand
The Capacity Planning feature in CA Clarity Resource Manager
gives you insight into your organization’s portfolio, showing
you how overall work (demand) compares with overall
resource availability (capacity). You can view aggregated
summaries by organizational breakdown structure (OBS)
hierarchies such as geography, departments, project type and
resource roles. Strategic planners can conduct what-if analyses
on projects by changing project attributes to simulate different
project scenarios. For example, you can exclude lower priority
projects that are not yet approved or shift project dates and
8
Manage Resource Requests and Staffing
Resource Requisitioning allows you to efficiently gather the
resources you need, both from the demand side and the supply side of the requisition process. It provides you with an efficient and orderly mechanism for communicating your resource
requirements to resource managers. In addition, it provides
resource managers with the tools they need to quickly find
people to meet your needs and to communicate with you during the entire process. Companies with in-depth supply and
demand processes can quickly and easily request, locate and
deploy people with the right skills from both internal and
external sources.
Identify and Track Key Skills and Experience
With continual employee training and development, and
employee turnover, your company must confront the challenge
of tracking, categorizing and organizing employee skills. The
Skills Management tool lets you quickly identify the optimal
resources available for each project. CA Clarity brings you a
method for understanding the skill sets of individuals, allowing
you to track their development, experience and interest levels.
CA ClarityTM Resource Manager
Key Features of CA ClarityTM Resource Manager
Features
Benefits
Resource Finder
Powerful resource search
Enhances your ability to staff projects quickly by searching for resources by name, role, availability, skills and resource pool and OBS unit,
while optionally specifying minimum percentage match for availability and skills, the proficiency required for each skill and the interest
level of individuals.
Resource histogram views
Ensures only the most appropriate resources are booked by providing you with a visual indication of staffing allocations over user-defined
time periods.
Resource dashboard
Improves your staffing decisions by aggregating critical information into a real-time resource dashboard that includes five standard
portlets and the ability to add additional user-defined views.
Full text search
Increases your ability to find the right people by allowing you to search documents attached to resources, including resumes and bios.
External resource search
Lets you manage daily interactions with external partners by staffing resources and tracking time and expense.
Saved searches
Speeds repeat searches containing complex criteria and parameters by saving them to a personal search list.
Resource Finder
Budget and forecast approvals
Enforces review and approval processes in project accounting by requiring that budget adjustments be approved by the appropriate
financial managers.
Organizational Breakdown Structure
Allows you to find people by geography, business unit or other organizational structures, ensuring work requirements are matched to
people in specific organizational units.
Resource booking options
Based on system options, you can manage resource allocations for hard booked (committed) and soft booked (planned) time for each of
your staffing requirements. Lets you un-book a resource that has been hard booked to a given project, either as a complete or partial
unbooking. Also supports additional booking when you need a resource beyond the original booking terms.
Resource assignment transfer
Lets you transfer assignments when a role or resource is replaced by another, and the original role or resource has no allocation
remaining.
Capacity Planning
Capacity planning views
Focuses on critical areas by highlighting your capacity and demand overloads within specific organizational units, projects or roles. You
can specify your own thresholds for when a resource is under- or over-allocated.
What-if scenarios
What-if scenarios are fully integrated throughout the CA Clarity system. They maximizes your usage of existing resources by allowing
what-if analyses for investment and project positions, start dates, priorities and staffing requirements.
Saved scenarios
Saves you time by saving valuable what-if scenarios for future reuse.
Compare scenarios
Provides you with insightful analyses of one scenario against another to assist in decision making during the pipeline planning process.
Lets you see tabular and graphical comparisons of scenario data.
Portfolio scenarios
Provides a seamless link with CA Clarity IT Portfolio Manager and CA Clarity Project Portfolio Manager to make it easy for you to evaluate
the impact on resource demand from specific investment scenarios.
Demand vs. people analysis
Gives you the ability to view your usage of existing resources by letting you compare current project demand against available people in
your organization.
Demand vs. roles analysis
Allows you to plan future resource needs by comparing forecasted project demand against roles required to staff them.
Skill/gap analysis
Identifies which roles and skills are in high demand and assesses any resource/skill gaps within your organization. Helps you justify hiring
new people with needed skills and/or developing training plans to expand the expertise of your current employees.
Capacity analysis by
allocation or assignment
Identifies your under- or over-utilized resources by letting you compare the capacity of the resources allocated to projects versus their
actual assignments to project tasks.
Multiple roles on the same project
The import/export to CA Clarity Open Workbench and MS Project allows multiple roles on the same project, which represents these as
individual resources with different names. This makes it possible for you to allocate the same role to the same project more than once;
each representing a unique staffing requirement.
9
CA ClarityTM Resource Manager
Key Features of CA ClarityTM Resource Manager (continued)
Features
Benefits
Resource Requisitioning for Projects
Internal resource requisitions
Effectively routes your resource requests to the appropriate managers. Provides you with the ability to specify precise skills, time
allocation and dates needed along with weighting factors for these criteria.
External resource requisitions
Extends your company’s reach into additional resources by giving you access to external vendors, including contractors, partners
and suppliers.
Resource shortlists
Provides you with a list of possible candidates from which the project manager can select the desired staff.
Requisition creation
Creates a requisition for a single staffing requirement, which allows you to handle staffing needs on a case by case basis. This also
facilitates more targeted routing and assignment of the requisition.
Process-based requisitions
Allows you to define simple or complex workflows for resource requisitions, including multiple assignment and review steps, along with
escalations and notifications.
Routing and status notifications
Lets you route a requisition to a specific resource manager. Keeps you both updated on the status of your request, including staffing
changes and resource approval, through automatic updates sent out each time the requisition status changes.
Requisition approval options
Determine whether your project managers must approve their booked resources and whether the system option can be overridden
at the individual project level.
Skills Management
10
Categorize, organize and assign skills
Helps your company to keep track of information about your employees’ capabilities and interests by allowing the assignment of one or
more skills and interests to each individual. Including interest levels is key to retaining top talent and allows you to focus your valuable
resources in areas that provide challenge and personal growth.
Parent/child skills hierarchy
Allows you to group skills by organizational hierarchy and resource pools, creating parent skills, such as software engineering, and child
skills, such as Java programming. The hierarchy is unlimited in depth and is completely searchable.
Individual skills inventory
Ensures that skills are current and valuable employees are retained by allowing you to align the skills, experience and certifications of
individual employees to your corporate initiatives. Having people with the right skill sets translates into completing your projects
without delay.
Skills self-reporting
Distributes the reporting of skills and interests to employees themselves, ensuring that your company’s skills inventory is maintained
without significant overhead.
Searching based on skills hierarchy
Allows you to search for skills based on parent or child skill codes and to extend it by including a document search on keywords in
resumes, bios or experience profiles, helping to find resources with newly identified skills that may not yet be categorized by
your organization.
CA ClarityTM Demand Manager
Gain Total Visibility Into Your IT Supply and Demand
CA Clarity Demand Manager creates the critical connection
you need between your IT organization’s service and project
functions. You get a single view through which all demand can
be evaluated and managed, with total visibility into how you
are using your resources. Because project and pre-planned
work comprise only a portion of overall IT effort, it’s impossible
to achieve effective IT governance, portfolio planning and
financial management without seeing exactly how much and
what type of service work is tapping into your resources.
Improve Your Allocation of Resources
Demand on your organization takes many forms, including
project requests, service requests, incidents, ideas for new
products and services, strategic initiatives and the casual
requests for support that consume so much of your resources.
them into the appropriate project, asset, application or product
record. At that point, portfolio planning, resource allocation
and time and cost tracking will begin immediately.
Effectively Manage Unplanned Work
Organizations are often adept at identifying and managing
project work, from creating successful project plans to tracking
time and status until completion. Unexpected work, however,
is hard to manage at the same level of detail. Typically,
requests get prioritized without your having visibility into the
overall impact of the work on your organization. The result:
unplanned work often consumes more resources than you
originally estimated.
Figure B
______________________________________________________ _____________
Get visibility into
all demand to
optimize resource
utilization and
improve planning
and scheduling.
CA Clarity Demand Manager makes it easy for you to capture,
classify, evaluate, approve and/or dispose of all the sources of
this demand, so you can prioritize work and allocate resources
to the highest-value opportunities.
Figure A
_____________
Demand can be captured in one of two ways: through easily
configured CA Clarity forms that allow your users to submit
ideas and project requests and through integration with your
other systems that are already being used to capture help desk
tickets, incidents and service requests. Integration is achieved
either through CA Clarity XOG, CA Clarity Service Connect
pre-built integrations to popular IT Service Management
(ITSM) systems or out-of-the-box integration with
CA Service Desk.
______________________________________________________
Regardless of the demand source, CA Clarity Demand
Manager provides you with the functionality and dashboards
you need to prioritize and manage all requests. It is fully
integrated with the CA Clarity Process Manager module,
allowing you to create workflows that automate timeconsuming manual steps, provide automatic notification and
escalation, reduce cycle time and ensure compliance with
best practice processes.
______________________________________________________
CA Clarity Demand Manager allows your organization to
control unplanned work. After capturing incidents and service
requests from the IT help desk, it evaluates them for impact,
urgency and priority. Requests meeting specific criteria can be
converted into new projects or tasks and then managed with
CA Clarity project, resource and financial management tools.
CA Clarity also captures costs related to this unplanned work,
allowing IT to chargeback work to the businesses making
the requests.
Manage status,
assignment, costing
and disposition of
incidents and other
service requests.
Understand and Manage the Cost of Demand
Although help desk and other ITSM applications are designed
to track unplanned work, they typically provide insufficient
information on the true cost of that work. CA Clarity Demand
Manager taps into comprehensive financial management tools
within CA Clarity to provide detailed cost analyses of incidents
and other unplanned work.
______________________________________________________
Systematically Collect and Evaluate Ideas
Idea management, a key feature of CA Clarity Demand
Manager, provides you with an enterprise-wide solution for
capturing, cataloging, evaluating and approving product or
technology ideas, project requests and early-stage initiatives.
Users across your organization can enter ideas using forms
and fields that capture the right information, then route these
ideas to the appropriate reviewers for evaluation and disposition.
Once ideas are approved, users can automatically convert
Using sophisticated resource rate matrices within CA Clarity,
CA Clarity Demand Manager automatically calculates how
much you are spending on work performed for incidents and
other requests based on the resources assigned in your ITSM
application or in CA Clarity Demand Manager.
CA Clarity Demand Manager links your service-related
costs—as well as the number of incidents or requests—to the
appropriate IT investments, such as applications, assets,
products and services. Evaluating the quantity and cost of
incidents with other demands over time provides you with
critical information about the health of these investments and
allows your organization to more reliably predict resource
needs and budgets.
11
CA ClarityTM Demand Manager
Figure C
______________________________________________________ __________________
Track the costs of
incidents to gain
visibility into
application and
asset total cost of
ownership.
The cost and incident information provided by CA Clarity
Demand Manager rolls up to applications and assets, allowing
your portfolio managers to make better decisions about
IT investments, including which to enhance, maintain,
consolidate or retire.
As a key component of CA Clarity, CA Clarity Demand Manager
provides the interface to the service side of IT, allowing you to
capture and manage all demand, gain visibility into the total
utilization of your resources and understand the overall impact
of unplanned work on your IT portfolio.
______________________________________________________
Key Features of CA ClarityTM Demand Manager
Features
Benefits
Incident Management
Configurable incident forms
Provides an easily deployed user interface for entry of incidents and other demand requests across your enterprise, consolidating all
demand into a single system. Forms are fully configurable through CA Clarity Studio PowerModsTM tools.
Multiple incident entry points
Allows incidents to be entered directly into the CA Clarity Demand Manager module or automatically imported from ITSM or other
external systems through CA Clarity Service Connect or CA Clarity XML Open Gateway (XOG).
Life cycle incident management
Manages the full incident life cycle, from submission to categorization, assignment, escalation, closure, costing and analysis.
Comprehensive incident analytics
Provides you with access to the most important views for demand analysis through standard portlets, such as Investment Incident Costs,
Investment Incident Detail, Personal Incident Assignments and Team Incident Assignments.
Resource rate matrices
Provides detailed costing of incident work by connecting to the Project Financial Manager module. Costs are automatically calculated
based on the rates in effect for the resources allocated.
Incident start-finish dates and ETCs
Allows incidents and other unplanned work to be scheduled like tasks in project work, providing assigned resources with a complete view
of their work queue, including when tasks are scheduled and expected duration.
Project and task conversion
Allows you to convert escalated incidents into new projects or tasks on existing projects. You gain the means to track significant work
with a project schedule, resource assignments, milestone tracking and cost accounting.
Process automation and workflow
Reduces manual effort by linking incident actions to processes built into the CA Clarity™ Process Manager module. For example, you can
assign resources to an incident and associate incidents with portfolio investments.
Application and asset association
Automatically rolls up quantities and costs of service work into portfolio investments, including applications, assets and products, to allow
total cost of ownership analysis of your portfolio.
Complete audit trail
Allows your authorized users to track all changes to an incident record, including who made the change, when it was made and the value
both before and after the change.
Idea Management
Centralized idea management
Provides you with enterprise-wide solution for collecting, routing, evaluating and approving new ideas that may lead to portfolio
investments. The forms and processes are fully configurable to support the collection of ideas such as project requests and new
product concepts.
Configurable idea forms
Allows your administrators to create, arrange and display fields and forms in the way best suited to collecting ideas in your company.
Review and approval workflow
Reduces time-to-decision by automating the process of routing, evaluating and approving new ideas.
Idea-to-investment conversion
Eliminates manual re-entry of information by allowing you to directly convert approved ideas into any supported investment type,
including project, product, asset or application.
Resource Visibility
Planned vs. unplanned work view
Lets your resource managers view both planned and unplanned work assignments so they can adjust project allocations and
reduce project impacts.
Demand trending view
Provides you with historical views into efforts put into unplanned work, allowing you to make more accurate predictions about the future.
Team utilization view
Provides your resource managers with a consolidated view of the planned and unplanned work their teams will be responsible for. This
allows them to balance workloads, use resources to the fullest and make sure that their most valuable people are working on the most
important initiatives.
Integration
12
Service Connect pre-built connectors
Simplifies integrations between CA Clarity Demand Manager and IT Service Management systems through out-of-the-box connectors.
CA Clarity XOG APIs
Provides the means to exchange incident information with other systems through published XML interfaces.
CA ClarityTM Project Financial Manager
Streamline Your Project Chargeback, Billing and Financial Reporting Processes
The CA Clarity Project Financial Manager module brings you a
complete solution for managing the costs and revenues associated with your strategic projects. Not only can you report on
both internal and external costs across the span of your
projects, but you can also increase cash flow and effectively
manage your budgets through real-time control of billing,
invoicing and chargeback allocations.
CA Clarity Project Financial Manager gives you the tools you
need to accurately capture expenditures, access historic
information and generate a wide range of financial reports. It
allows you to manage costs so your budgets are spent wisely.
Whether your project transactions originate from the general
ledger, accounts payable, CA Clarity timesheets or other time
and expense entry vehicles, CA Clarity Project Financial
Manager can capture, cost and account for them. Sophisticated
categorization tools allow you to separate capitalized expenditures from expenses for appropriate financial reporting and
compliance with SOP 98-1. The chargeback functionality
allows transactions from your internally funded projects to be
mapped to and allocated across different business units and
departments, providing equitable distribution of project costs.
To deliver on these key requirements, CA Clarity Project
Financial Manager includes:
• Core project accounting tools
• Chargeback allocations
• Cost and rate management
• Billing and invoicing
• Reporting
Figure A
_____________ ______________________________________________________
Allocate costs of
internally-funded
projects to
appropriate
business units.
Chargeback Allocations
Your company probably uses technical teams, such as IT staff,
for development projects that benefit many different business
units. That team and all of the costs they incur, including
resource salaries, are allocated on a percentage basis to the
funding organizations. CA Clarity Project Financial Manager
supports these chargeback allocations as a percentage split
at the overall project level or at the individual task level,
allowing your managers to appropriately allocate costs to
funding departments.
Billing and Invoicing
CA Clarity Project Financial Manager captures your project
transactions as work-in-progress (WIP), supporting your ability
to create and send invoices to customers for work performed.
This includes billing by fixed price or time-and-materials, as
well as issuing credit memos and re-billing all in multiple currencies. Using CA Clarity Project Financial Manager for billing
and invoicing also provides you with the transaction-level
control documentation you need for significant accounts under
Section 404 of the Sarbanes-Oxley Act.
Cost and Rate Management
You can use CA Clarity Project Financial Manager to maintain
multiple rate matrices that establish billing and cost rates for
labor, expenses, materials and equipment. You can do this in
multiple currencies and can even apply applicable mark-ups at
the time expenditures are incurred. These costs, along with
administrative charges, are then aligned with your budgets and
posted to the powerful billing engine within CA Clarity Project
Financial Manager. Rate matrices accept forward-moving rate
changes without changing historical data, providing you with
an accurate accounting of project costs by resource, period,
year and organization.
Figure B
______________________________________________________ ____________
Generate
pro-forma
invoices to show
detailed project
costs.
______________________________________________________
______________________________________________________
13
CA ClarityTM Project Financial Manager
Figure C
Reporting
CA Clarity Project Financial Manager generates custom
management and operational reports, providing you with
insight into where your money is being spent. Accurate financial
reporting, including revenue forecasts, work-in-process analysis
and transactional analysis information, allows you to quickly
identify potential cost over-runs and other financial issues.
______________________________________________________ ____________
Access key
financial
information via
standard reports.
With access to financial information, cost allocation, time and
expense capture and accurate billing, CA Clarity Project
Financial Manager helps you to streamline your financial
management processes and improve your operations.
______________________________________________________
Key Features of CA ClarityTM Project Financial Manager
Features
Benefits
Time capture
Integrates seamlessly with the time tracking tools in CA Clarity Project Manager, allowing users to enter time and route time sheets for
approval. This information goes to CA Clarity Project Manager for tracking against your budget and to CA Clarity Project Financial
Manager for billing and invoicing.
Complete audit trail
Captures and retains all of your transactions in a given financial period, including reversals. An audit trail—including the point of entry
(time entry, accounts payable, expense reporting), the data entered, the period incurred and the transaction it applies to—is retained
in history.
Complete reporting
Includes standard reports that let you access the most important and relevant data extracted from your financial transactions, including:
• Revenue Forecast
• Project Billing Transactions Inquiry
• Customer Invoice
• Resource Billing Transactions Inquiry
• GL Allocations
• WIP Aging By Customer
• Invoice Register
• WIP Summary Register
• Unbilled Transactions
Multi-currency support
Allows you to define, process, invoice and analyze financial transactions in multiple currencies to support your global operations. You can
invoice clients in their respective currencies, track projects in local currencies and manage financial transactions in their home currency.
CA Clarity XOG
Includes open-standards integration to your accounting and billing systems for expense, material, labor and equipment transactions;
chargeback allocations; invoices and bills.
Chargeback Allocations
GL allocations
Enables you to account for the costs of internally-funded programs by allocating them on a percentage basis to funding departments.
Project- and task-level allocations
Lets you apportion costs at the overall project level or at a detailed task-by-task level.
Allocation reversals
Allows your project accounting managers to reverse any past chargeback allocations, either partially or in full. They can then be
resubmitted with updated allocations.
Selectable GL posting periods
Allows you to allocate chargebacks to any selected fiscal period or to split an allocation over multiple periods.
Cost and Rate Management
Multiple rate matrices
Lets you define costs and billing rates, allowing for different rate rules by project, client, internal organization and more.
Mark-up assignments
Simplifies billing rate definitions by allowing CA Clarity Project Financial Manager to mark up costs by a specified percentage.
Billing and Invoicing
14
Demand billing—time
and materials billing
Makes it easy to generate invoices on time-and-material work, choosing the clients and projects to bill. The demand billing worksheet
gives you a simple spreadsheet-like form to review billing transactions, write off and adjust billing items, partial bill and drill into invoice
history, contract information and advance billings.
Advance billing—fixed price
and retainer billing
Gives you the option of billing your clients before they incur any project charges. This allows you to follow contract billing schedules.
Batch billing
Automates the entire billing/invoicing process if you perform high volume billing. Using batch billing, you can generate a list of clients or
projects, make billing decisions, approve bills and print invoices in one single automated step, all driven by user-defined batch cycles set
up to run at weekly, bi-weekly or monthly intervals.
Invoice consolidation
Allows you to establish master -sub project hierarchies to consolidate invoices for your customers and to prepare those invoices in a
customer’s single billing currency. This reduces your billing paperwork and improves payment accuracy.
Pro forma invoice review
Allows you to review and approve billing decisions prior to creating and distributing final invoices.
Invoice detail
Reduces billing questions by providing full project details on each invoice, including summary, amounts owed by transaction class and
amounts owed by transaction details.
CA ClarityTM IT Portfolio Manager
Analyze, Select and Manage Your Portfolio of IT Services.
Figure A
IT organizations are under increasing pressure to become
better business partners, improve service quality and attain
greater efficiency, all without increasing cost. In addition, IT
executives must respond to inquiries that are more business
focused, than technology focused, such as: What value are
you providing my business? How are you tracking Total
Cost of Ownership (TCO)? Why should I buy this
IT service internally?
In response, IT organizations are re-engineering their processes
to deliver more business-oriented IT services. IT services are a
unique combination of people, processes, technology and
assets that provide specific business value. Yet, the business
customer often has no interest in the “how” of service delivery,
only in the results. As such, an IT services portfolio must
describe services in business value terms, specifying what the
services are, how they are packaged and what value they
deliver.
The CA Clarity IT Portfolio Manager module enables IT
organizations to create a unique suite of business-oriented IT
services, leveraging assets, applications, ideas, projects, support activities and other related services. Where other tools
fall short, CA Clarity IT Portfolio Manager gives you the ability
to make fact-based portfolio trade-off decisions to best utilize
limited resources, such as budgets and people. The module
provides a structured environment for establishing portfolio
criteria, inventorying assets, developing plans and what-if scenarios and communicating strategic decisions to stakeholders.
This leads to improved collaborative decision making and
increases the business value of IT investments.
______________________________________________________ ___________
CA Clarity IT
Portfolio
Manager
provides a
new level of
visibility for
IT services.
______________________________________________________
Defining IT Services
Using CA Clarity IT Portfolio Manager, IT organizations can
define a set of services that include all related applications,
assets, infrastructure, projects, labor and support costs. These
services can include budgeting, staffing, time capture and
chargeback capabilities to manage investment relationships,
aggregate costs and budgets and accumulate transactions to
provide TCO. A service portfolio can be a roll-up of individual
projects, asset or application portfolios. This allows IT organizations to start with either a project, asset or application
portfolio and move up to service portfolio management as
the organization matures to the next level.
Figure B
______________________________________________________ ___________
CA Clarity
IT Portfolio
Manager,
users can
build a service
hierarchy
of related
investments.
CA Clarity IT Portfolio Manager provides all the capabilities
found in CA Project Portfolio Manager, plus a unique set of
functionality designed to support broader IT service portfolios,
including a sophisticated IT service hierarchy that supports
assets, applications, ideas, projects, people, budgets and other
related services.
Visibility through an IT Services Portfolio
The CA Clarity IT Portfolio Manager module helps executives
analyze their IT service portfolio. This increased visibility
enables IT and the business units to engage in business terms
versus technology terms.
The CA Clarity IT Portfolio Manager includes an integrated
scorecard to drive service portfolio planning and analysis.
Using the IT Portfolio Manager, IT executives can answer
questions such as: What does it cost to deliver an IT service?
Have the right resources been allocated to deliver this service?
Are the physical assets required to run this service allocated
correctly across the multiple business units subscribing to the
service? Should we outsource this service and shift valuable
resources to more strategic initiatives? And, most importantly,
what is the TCO of this service?
______________________________________________________
CA Clarity IT Portfolio Manager offers a variety of unique
dashboards and portal views into IT services status, metrics
and financials. These views are designed to provide improved
collaborative decision-making and increase the business value
of IT investments. A set of dashboards can be created in the
CA Clarity Business Relationship Manager (BRM) module to
support departments within an organization that use a given
set of services. These departments can subscribe to services
through the subscription capability found in CA Clarity
IT Portfolio Manager.
15
CA ClarityTM IT Portfolio Manager
For example, a department’s business relationship manager or
IT liaison may subscribe to the Customer Relationship
Management (CRM) and financial reporting services. The
dashboard would include a roll-up of information from both
services and drilldowns for service-specific information. Each
department dashboard includes a set of standard metrics:
customer satisfaction; SLA violations; SLA threshold; number
of incidents and a set of user-defined KPIs.
Four Phases to IT Portfolio Success
Successfully implementing an IT service portfolio requires
functionality to support four key phases:
Cost Roll-up. IT managers can create a “bill of materials” to
describe all of the components that make up an IT service
offered to the customer. A services hierarchy allows for unlimited levels of child investments including assets, applications,
ideas, projects, support activities and other related services.
For example, an IT service, such as point of sale is comprised
of assets, including servers and network infrastructure; software
applications; projects, such as the roll out of an upgrade; and
potentially related services, such as credit card authorization.
With the cost roll-up, IT managers can track the cost of child
investments for a service, and costs aggregate to parent
investments, enabling tracking of the TCO for a given service.
CA Clarity IT Portfolio Manager provides robust features,
content and configurability to empower organizations to
execute on all four phases of IT portfolio management.
Effort Roll-up. In addition to tracking services costs, CA Clarity
IT Portfolio Manager offers an effort roll-up that tracks the
aggregate work that comprises the service, providing visibility
into resources as an investment type.
Using the extensive configuration capabilities in CA Clarity,
you can adapt the standard evaluation criteria in CA Clarity
Project Portfolio Manager or easily add your own. With pointand-click configuration, it is straightforward to create, prioritize
and evaluate investments against the organization’s own
metrics such as return-on-investment and break-even analyses,
cost avoidance or revenue enhancement goals, quality statistics,
business value assessments and numerous other quantitative
and qualitative business-case measures.
Allocate IT Service Investments
Many times an investment is shared across several IT services.
This might include an asset, such as a shared server, or an
application, such as a CRM system. CA Clarity IT Portfolio
Manager provides percentage-based investment allocations
for both financial costs and resource labor associated to an
investment. For example, a CRM service may be shared by
sales and marketing, thus the service would be allocated 50%
to sales and marketing respectively. Allocations can also be made
for child investments. Network infrastructure that supports the
above mentioned CRM system may also be shared with other
services. In this case, 20% of the network infrastructure would
be allocated to a CRM service, 40% to collaboration service,
20% to Financials and 20% to order entry.
Figure C
____________ ______________________________________________________
Easily define
percentage-based
investment
allocations for
both financial
costs and
resources
associated to
an investment.
______________________________________________________
16
•
•
•
•
IT service portfolio modeling
Investment inventorying
Service portfolio planning and analysis
Performance assessment
Model the Portfolio with Your Criteria
The first phase of IT portfolio management is defining the
investment evaluation criteria applicable to the organization,
since all downstream decisions rely on how well potential
investments rank against these criteria. CA Clarity IT Portfolio
Manager provides key metrics, including true benefit and true
cost capture, resource capacity and demand, alignment to goal
rating, milestone schedules and risk profiling, as examples.
Easily Create the IT Portfolio Inventory
The second phase of project portfolio management consists
of inventorying the current and proposed investments that
comprise an IT service — assets, applications, projects, ideas
and products — to be evaluated against the selected criteria.
Whether or not a detailed inventory exists, CA Clarity IT
Portfolio Manager allows you to get up and running quickly,
providing an easy-to-use interface for building the IT service
hierarchy from existing projects, applications, assets and more.
You can enter investments through the user interface, or easily
import them in batch or real-time from external systems using
the CA Clarity™ XML Open Gateway or CA ClarityTM Web
services. For example, you can import asset data and related
projected costs from the CA Asset Portfolio Management
application. A variety of filter criteria are available, including
asset type, class, sub-class, status, active flag and cost type.
The application then presents this detailed asset information
in the CA ClarityTM IT Portfolio Manager module as an
asset portfolio.
CA ClarityTM IT Portfolio Manager
Whether you select integration to external systems of record or
simple import, you can experience the benefit of portfolio
management even with just a simple inventory of the investments for which decisions are required in the current planning
cycle. With a detailed inventory, you will enjoy significant
benefits from this step alone: having identified the de facto
portfolio, gross misalignment, “accidental” investments and
sacred cows become immediately apparent.
Within CA Clarity IT Portfolio Manager, you can create
multiple IT service portfolios, each consisting of one or more
types of investments. Furthermore, you can group portfolios
of IT services together in parent-child relationships, allowing
individual departments or organizations to maintain their own
service portfolios while providing overall visibility to the
company’s investments at the executive level. The interlinked
portfolios provide support for top-down planning and
bottom-up reporting.
From the Efficient Frontier display in CA Clarity, you can drill
into any selected scenario to review the associated investments, as well as compare sets of investments side-by-side for
faster decision-making. Constraints such as budget, resource
capacity, risk and time, as well as dependencies between IT
service investments, are taken into account to ensure that the
proposed set of portfolio scenarios are not only optimal but
also achievable.
Figure D
______________________________________________________ ____________
Evaluate an
unlimited set
of optimal
investment
scenarios along
the Efficient
Frontier
Develop an IT Portfolio Plan through Analysis
and What-If Scenarios
CA Clarity IT Portfolio Manager provides a complete set of
tools and reports to enable the budgeting, analysis and what-if
scenario planning in the third phase of portfolio management.
With clear strategic goals and well communicated budget
allocations, IT portfolio managers proceed to evaluate potential and ongoing investments by sorting and prioritizing them
against key portfolio criteria. The resulting ranking is compared
to the available budget and a line may simply be drawn: the
highest ranking investments that can be afforded are selected.
Or possible ad hoc changes to the portfolio may be modeled
with CA Clarity IT Portfolio Manager’s scenario builder. You
can also compare scenarios side-by-side to aid in decision
making. Investments may be selected, rescheduled, postponed
or delayed—and the impact on the cost/benefit, alignment
and balance of the portfolio analyzed in the context of these
decisions. The final, optimized portfolio may be any
combination of required investments, high-scoring new
initiatives, and subjective, ad hoc selections that provide
balance in benefit and risk.
Optimize on the Efficient Frontier
When the number of investment choices grows, you need a
systematic method to determine the optimal set of investments.
CA Clarity IT Portfolio Manager provides optimization capabilities to remove the guesswork from creating a series of
investment scenarios. You specify a set of constraints including
resource role capacity, and the system evaluates all potential
combinations to find the Efficient Frontier, an optimized set of
portfolio choices that provide the highest return for the lowest
cost. The Efficient Frontier provides you with a starting point to
evaluate and make decisions about your portfolio
of investments.
______________________________________________________
Communicate, Execute and Assess
Having determined which investments to fund in each IT
service portfolio, you are ready to implement. This consists of
communicating decisions to department, resource, project and
IT relationship managers so detailed plans can be put in place.
This fourth phase of portfolio management is conceptually
simple, but is often one of the most complicated steps in
practice. Ongoing efforts that are to be canceled need to be
ramped-down rationally, while newly funded investments need
to be initiated in compliance with defined processes.
Organizational resources and momentum must shift.
With seamless integration between CA Clarity IT Portfolio
Manager and the other CA Clarity modules, you ensure that
decisions are well communicated, initiatives are well executed
and performance is well tracked. Consider, for example, a new
IT service resulting from a portfolio planning cycle. The service
must be professionally managed at the detail level, including
project and resource planning, task scheduling, deliverable
tracking and project cost accounting.
The Project, Resource and Project Financial Manager modules
in CA Clarity enable exceptional execution at this level, along
with consolidated status tracking and exception reporting at
the management level. Ongoing assessment of portfolio
performance is an integral part of delivering the business
value committed in the portfolio plan.
17
CA ClarityTM IT Portfolio Manager
Develop Best Practices to Improve IT Portfolio Performance
Your portfolio is never at a steady state. Budget and revenue
requirements change, market conditions dictate new priorities,
initiatives fail to deliver predicted results and resource constraints impact timelines. As a result, the portfolio of strategic
investments must be reevaluated and reprioritized, often on
short notice and without the luxury of long
planning cycles.
Trying to manage the portfolio with manual report consolidation,
spreadsheets and standalone portfolio analysis tools falls
short. The complete integration of portfolio execution and
assessment functionality within CA Clarity empowers you to
understand in real time how decisions affect portfolio performance, and enables you to develop and deploy best practices for
the next round of portfolio planning. Selection criteria are
adjusted and reprioritized, new ideas are weighed against
existing investments and new decisions are effectively
communicated, all within days or weeks rather than months.
CA Clarity uses Web services connectors to import asset
data and related projected costs from CA Asset Portfolio
Management. CA Clarity users can select from a full or
incremental import of assets. A variety of filter criteria are
available, including asset type, class, sub-class, status, active
flag and cost type. CA Clarity then presents this detailed asset
information in the CA Clarity IT Portfolio Manager module as
an asset portfolio. Since many times project decisions can
have a significant impact on the long-term cost of assets,
CA Clarity enables you to optimize portfolios taking both
projects and related assets into consideration.
Figure E
________________
______________________________________________________
Import asset data and
related projected costs
from CA Asset Portfolio
Management.
Integration with Systems of Record
Managing IT services requires integration with existing IT
management systems. CA Clarity IT Portfolio Manager
supports integration with leading infrastructure and people
management systems-of-record, including CA Asset Portfolio
Management, CA Service Desk, BMC® RemedyTM Help Desk
and CA Harvest Change Manager.
CA Asset Portfolio Management. CA Clarity IT Portfolio
Manager provides visibility into asset information to balance
the IT portfolio, enabling better decisions and lower overall
asset costs. IT asset portfolio management provides visibility
of assets that are in production. Coupled with portfolio management, the IT organization has a holistic view of resource
requirements across production and new resource requirements. By integrating asset management with CA Clarity IT
Portfolio Manager, IT organizations can synchronize aggregated
asset lists, including financial information. This asset
information can then be mapped to one or several IT services
via investment allocations, and tracked alongside projects
and resources.
18
______________________________________________________
CA Service Desk. By integrating service management and CA
Clarity, IT organizations can capture time, resource utilization
and cost for all incidents. This integrated demand
management approach allows you to track incidents within a
consolidated services dashboard, thus supporting your
organization’s need to maintain Service Level Agreements
(SLAs) around the delivery of projects. CA Clarity IT Portfolio
Manager also provides integration with BMC® RemedyTM Help
Desk through the CA Clarity Service Connect module.
CA ClarityTM IT Portfolio Manager
Key Features of CA ClarityTM IT Portfolio Manager
Features
Benefits
IT Service Definition
IT Service hierarchy
Allows IT organizations to establish a hierarchy of IT services based on business needs. IT services may include any combination of
investments.
Service portfolio hierarchy
Allows portfolios to be grouped in hierarchies that reflect the structure of the business or of the decision making process.
Cost roll-up
Tracks the cost of child investments for a service, and costs aggregate to parent investments, enabling tracking of the TCO for
a given service.
Effort roll-up
Tracks the aggregate work that comprises the service, providing visibility into resources as an investment type.
IT Service investment allocations
Provides the ability to share an investment across several IT services for more accurate chargebacks to the business.
Departments
Allows creation of a departmental hierarchy that facilitates the capture of department-level work, budgets, cost recovery, portfolio and
capacity planning, service descriptions and delivery.
Service subscriptions
Enables business units to subscribe to IT services via their department. Customer departments can subscribe to services delivered by
their IT department.
Portfolio Modeling and Analysis
Multiple portfolio types (services,
projects, applications, assets, products)
Enables users to track any combination of investments to make fact-based portfolio trade-off decisions to best utilize limited resources,
such as budgets and people.
Standard evaluation metrics
Minimizes portfolio definition effort by providing standard metrics for evaluating investments, including NPV, ROI, risk and break-even
analysis.
Unlimited custom fields and criteria
Offers through point and click PowerMods the ability to tailor the portfolio inventory and analysis criteria by adding new fields,
rearranging forms, creating new pages and adding custom formulas. All PowerMods configurations are automatically carried forward
to new releases unlike traditional customizations.
Top-down and bottom-up budgeting
Combines the ease of early stage budgeting through top-down allocation with the accuracy of true cost and true benefit analysis for
strategic portfolio performance assessment.
Process control of investments
Connects project portfolio decisions to investment life cycle processes by enabling organizations to define gates at which approval is
required for subsequent phases. For example, a new product is evaluated as part of the overall portfolio when moving from the requirements phase to the design phase.
What-If Scenarios and Selection
Portfolio what-if scenarios
Provides the ability to optimize potential investment decisions without making changes to the plan of record. Allows portfolio managers
to include or exclude investments, change start and end dates, adjust budgets, re-evaluate priorities, and filter and sort by any
user-defined criteria.
Automatic scenario generation
Saves analysis time by automatically creating investment scenarios based on user-selected criteria. The automatic scenarios return an
optimized set of portfolio investments from which users can conduct additional analysis.
Scenario workflows
Provides process automation for the distribution, evaluation and approval of scenarios, including support for simple or complex workflow
patterns built in the CA Clarity Process Manager module.
Scenario-based resource
capacity planning
Allows organizations to determine the resource implications of investment decisions by evaluating portfolio scenarios in the Capacity
Planning feature of the CA Clarity Resource Manager module.
Automatic portfolio content creation
Saves time by enabling portfolio managers to define the contents of a portfolio parametrically, for example including all IT services located
in Europe with a book value greater than $500K. Alternatively, managers can assemble portfolios manually by choosing particular investments.
Dynamic portfolio content refresh
Simplifies portfolio maintenance by providing users the ability to automatically reassemble the portfolio based on specified criteria.
Portfolio managers decide when and how the portfolio is updated.
System-supported scenario
notifications
Ensures complete and timely communication of critical portfolio decisions by enabling portfolio managers to systematically notify all
department, resource and project managers of changes when a scenario is implemented.
19
CA ClarityTM IT Portfolio Manager
Key Features of CA ClarityTM IT Portfolio Manager (continued)
Features
Benefits
IT Portfolio Optimization
Efficient Frontier creation
Provides portfolio managers with advanced decision support capabilities by automatically generating a series of optimal portfolios based
on a range of investments and a set of user-defined constraints. Each point on the Efficient Frontier graph represents a portfolio scenario
that produces the highest return for the given investment.
Portfolio dependencies
Produces more realistic portfolio scenarios by taking into account dependencies among investments. For example, if service A is
dependent on components in service B and C, then CA Clarity IT Portfolio Manager only includes service A in scenarios that also
support both services B and C.
Scenario comparison
Speeds decision making by providing comparisons of portfolio scenarios to identify differences in content, cost, benefit and ROI.
Drill-down graphics
Connects strategic portfolio scenarios directly to their underlying investments by allowing project portfolio managers to click from an
Efficient Frontier graph point to a detailed listing and explanation of the portfolio contents in the scenario.
Performance Assessment
Portfolio scorecards
Drives better decisions by providing real-time portfolio performance information in a set of personalized portlets.
Standard portlets
Simplifies deployment by providing standard portfolio assessment views out-of-the-box, including:
• Investment details
• Balance bubble chart
• Cost/benefit summary
• Timeline Gantt view
• Financial roll-ups
• Life cycle stage funnel
• Budgeted cost review
• Risk vs. reward quadrants
• ROI vs. alignment quadrants
• Benefits by goal
Configurable stoplights
Allows organizations to define thresholds for any standard or user-defined metrics such as alignment, budget, risk and status to focus
attention on under-performing investments.
Exception filtering
Improves reaction time by highlighting investments that fail to meet user-defined performance criteria. For example, a portfolio manager
can use filters to show only applications that are expensive to maintain, underutilized and within 6 months of retirement.
Integrations
20
Project portfolio management
Offers seamless integration with CA Clarity Project Portfolio Manager, providing dashboard visibility into project status and resources
allocated to a project-based investment for a given IT service.
Help Desk (CA Service
Desk or BMC Remedy)
Provides the ability to capture time, resource utilization and cost for all incidents related to an IT service.
CA ClarityTM IT Financial Manager
Get Complete Transparency of all Service Costs
Today, IT Finance uses multiple systems to track the total cost
associated with IT services. As a result, IT struggles to centrally
manage service costs and allocate the aggregated amounts to
each customer in a timely, accurate and efficient manner.
Meanwhile, managing to budget and accurately tracking and
billing the business for services and strategic initiatives has
become a critical component of IT governance. The solution?
CA Clarity IT Financial Manager. CA Clarity offers you a single
system-of-record that maps IT costs to services consumed,
dynamically analyzes the impact of budget changes, provides
detailed invoices for IT services and provides an audit mechanism for all IT cost changes. For improved ongoing IT service
planning, CA Clarity IT Financial Manager also offers capabilities to track and monitor total cost of ownership (TCO) and
report all costs and charges through recovery statements.
Comprehensive Budgeting and Forecasting
CA Clarity IT Financial Manager brings you all of the capabilities
found in CA Clarity Project Financial Manager, plus a unique
set of tools designed to support broader IT financial management. CA Clarity IT Financial Manager allows comprehensive
financial planning for all IT investments, whether they are
related to individual services, shared services or simply
applications or assets. The capability is realized by using the
hierarchy of investments involved in providing the service,
including assets, projects and applications, and as a result, it
enables granular total cost and effort tracking and measurement
of providing each service in support of bottoms-up budgeting
and forecasting, as well as total cost drill-down analysis at the
IT portfolio level. In support of what-if analysis, CA Clarity IT
Financial Manager also allows you to create multiple financial
plan scenarios and connect them to portfolio scenarios.
Figure A
________________ ______________________________________________________
Understand the total
cost and effort of
providing services
using the service
hierarchy.
regarding what it actually costs to deliver IT services to the
business, thereby creating a stronger partnership between you
and your customer in optimizing future IT expenditures. The
chargebacks are presented to business units with a unified and
detailed invoice for all work performed and include a comprehensive breakdown of all project/service costs, including both
labor and non-labor costs. Furthermore, CA Clarity IT Financial
Manager offers the ability to leverage previously collected costs
to project the total life cycle cost of a service, thereby increasing visibility to long-term service cost of delivery.
Invoicing and Cost Recovery Statements for
Business and IT Financial Management and Review
CA Clarity IT Financial Manager allows you to provide a single
invoice to the business which details all services delivered by
your IT organization. Department representatives can view a
list of their invoices and drill down to see the detailed invoice
itself, including a pro-forma version of the current period
invoice. The invoice is presented in aggregate by service or
other top-level investment, and business users can drill down
to view the detailed charges for a given investment. They
can also view a page showing all the detailed chargeback
transactions that relate to specific service costs listed on the
invoice, and then approve or reject invoices. If changes to the
invoice are required, you can process reversals and adjustments
of charges.
Figure B
______________________________________________________ _______________
Contrast incurred
costs with
charged-back
costs for services
in the Recovery
Statement.
______________________________________________________
______________________________________________________
You also benefit from these improved analysis and review
capabilities. CA Clarity IT Financial Manager provides you with
detailed cost recovery statements for all IT services delivered
to the business. The recovery statements compare the
incurred costs with those that have been charged back (billed)
to the business and may be generated for all IT expenditures,
by IT departments and by IT service. The ability to compare
cost and associated chargebacks enables you to gain insight
into costs per service and therefore plan future service
provisioning more effectively. This also ensures that you have
better visibility into the true costs of delivering various
services to your customers.
Chargebacks for Increased Cost Visibility
The chargeback capabilities in CA Clarity IT Financial Manager
enable you to issue chargebacks for IT service costs to specific
business units who subscribe to the respective service. This
capability provides visibility to all relevant stakeholders
21
CA ClarityTM IT Financial Manager
Key Features of CA ClarityTM IT Financial Manager
Features
Benefits
Financial Planning for All Investments
Budgets and forecasts can be
established for IT services, assets
and shared services
All IT investments can have budgets and forecasts. Budgets and costs can also be aggregated through the top levels of the hierarchy for
high-level cost review and assessment.
Define detailed forecasts using
cost plans
Supports multiple cost plans to represent different scenarios, enabling business and IT to either plan for unpredictable costs, or select a
specific service plan to ensure cost management goals are met.
What-if analysis planning
Provides IT with a mechanism to determine potential impact on planning utilizing various what-if scenarios.
Time capture
Integrates seamlessly with the time tracking functionality in the CA Clarity Project Manager module of CA Clarity, allowing users to enter
time and route time sheets for manager approval. This information is passed through to the CA Clarity Project Manager to track against
budget and to the CA Clarity Project Financial Manager for billing and invoicing.
Complete audit trail
Captures and retains all transactions in a financial period, including reversals. An audit trail of all transactions—including the point of
entry (time entry, accounts payable, expense reporting), the data entered, the period incurred and the transaction it applies to—is
retained in history.
Complete reporting
Includes standard reports to access the most important and relevant data extracted from financial transactions, including:
• Revenue Forecast
• Project Billing Transactions Inquiry
• Customer Invoice
• Resource Billing Transactions Inquiry
• GL Allocations
• WIP Aging By Customer
• Invoice Register
• WIP Summary Register
• Unbilled Transactions
Multi-currency support
Allows enterprises to define, process, invoice and analyze financial transactions in multiple currencies to support global operations.
The multi-currency functionality in CA Clarity allows organizations to invoice clients in their respective currencies, track projects in
local currencies and manage financial transactions in their home currency.
CA Clarity XOG
Includes open-standards integration to accounting and billing systems for expense, material, labor and equipment transactions,
chargeback allocations invoices and bills.
Chargeback Allocations
Chargebacks
Provides the ability to chargeback IT costs per service to business units who subscribe to a particular service. Chargebacks may be
issued by detailed investments using percentage-based rules.
Chargeback rules
Defines a system of rules used to generate chargebacks, debit transactions and accounting credits.
Single invoice
Offers a customer invoice preview and line item drill down and may be viewed as charges accumulate. Business users can also view a
page showing all detailed chargeback transactions that underlie any of the amounts displayed on the invoice. Invoice approvals may be
delegated to others defined in the parent-child hierarchy.
Recovery statements
Allows IT to see a detailed Cost Recovery Statement contrasting incurred costs with charged back costs for services provided to a
given customer.
Allocation of costs that are not
specific to any particular investment
Provides the capability to allocate certain costs to ‘overhead’ and chargeback accordingly.
Allocation reversals
Allows accounting managers to reverse any past chargeback allocations, either partially or in full. Reversed chargeback allocation
can then be resubmitted with updated allocations.
Selectable GL posting periods
Provides the flexibility to allocate chargebacks to any selected fiscal period or to split an allocation over multiple periods.
Cost and Rate Management
Multiple rate matrices
Provides flexibility in defining costs and billing rates, allowing different rate rules by investment, department, project, client and so forth.
Mark-up assignments
Simplifies billing rate definition by allowing IT Financial Managers to mark-up costs by a specified percentage.
Billing and Invoicing
22
Demand billing—time and
materials billing
Provides the capability to generate invoices on time-and-material work, choosing the clients and projects to bill. The demand billing
worksheet provides users with a simple spreadsheet-like form to review billing transactions, write off and adjust billing items, partial
bill and drill into invoice history, contract information and advance billings.
Advance billing—fixed price
and retainer billing
Gives organizations the option of billing clients prior to incurring any charges to the project, providing the flexibility to pre-bill clients
per contract, allowing companies to adhere to contract billing schedules.
Batch billing
Automates the entire billing/invoicing process for companies with a need for high-volume billing. Using batch billing, organizations can
generate a list of investments, departments, or projects, make billing decisions, approve bills and print invoices in one single automated
step, all driven by user-defined batch cycles set up to run at weekly, bi-weekly or monthly intervals.
Invoice consolidation
Allows financial managers to establish master-sub project hierarchies to consolidate invoices for the customer and to prepare those
invoices in a customer’s single billing currency. A single, consolidated invoice reduces billing paperwork and improves payment accuracy.
Pro forma invoice review
Allows financial managers to review and approve billing decisions prior to creating the final invoice to correct errors before final
invoice distribution.
CA ClarityTM Business Relationship Manager
Provide Business Intelligence on the Cost, Status and Performance of IT Services
Figure A
Business Relationship Managers (BRMs) help bridge the divide
between your IT organization and the operating executives
who depend on it to accomplish their business goals. Whether
you call them BRMs, account managers or relationship managers, they provide a much-needed contact point for service
level administration, services marketing, customer satisfaction
and ongoing customer communications, while at the same
time articulating the needs of the business back to IT. BRMs
are most effective when they can easily and succinctly
communicate the status of current and prospective IT
services to the business.
Today, most BRMs struggle to track a myriad of data.
Information flows in from a variety of sources, including your
service desk, project and portfolio management, change
management and asset management, systems, and form
documents ranging from spreadsheets to text files.
CA Clarity Business Relationship Manager makes it easy for
your relationship managers to bring this disparate information
together in a personal portal for each of their executive-level
business customers. These portals display services, monitor
performance and costs, forecast demand and track the IT
service consumption of each business unit. The result:
______________________________________________________ ___________
The Customer
Portal shows
IT services
delivered and
costs charged
to any given
business unit.
______________________________________________________
Customer Department Dashboard
It’s easy to create a set of dashboards to support departments
that use a given set of services, which they can subscribe to
through CA Clarity IT Portfolio Manager. For example, the
BRM for the sales department may subscribe to the CRM and
financial reporting services. Their dashboard would include a
roll-up of information from both services and drilldowns for
service-specific information.
Figure B
______________________________________________________ ___________
• Your IT services are aligned with your business needs.
• Demand on IT services is reduced.
• Your business relationship managers can explain
and support the value of IT.
• It’s easy to check the status of current
and future initiatives.
Show Business Units the True Value of IT Services
CA Clarity Business Relationship Manager provides you with
a broad, business-centric view across multiple services or
departments via a Customer Portal. The Customer
Department Dashboards provide more detailed information
on the status of IT services, metrics and financials, information
needed for good collaborative decision-making and to help
increase the business value of your IT investments.
Departments can subscribe to these services through the
CA Clarity™ IT Portfolio Manager.
For example, the business relationship manager for any
department in your company business can subscribe to the
CRM and financial reporting services. Their dashboard would
include a roll-up of information from both services and
drill-downs for service-specific information. Each dashboard
includes a set of standard metrics: customer satisfaction,
service level agreement (SLA) violations, SLA threshold,
number of incidents and a set of KPIs.
The Customer
Department
Dashboard offers
a more detailed
roll-up of IT
services by
department.
______________________________________________________
Improve the Delivery of IT Services
The Provider Portal, the internal IT view of similar information,
gives your IT managers a unique tool for continually improving
IT service delivery. It includes a roll-up of IT services, complete
with status details, for each individual business unit or
department that is using those services.
The Provider Portal also includes metrics, customer detail,
resource information, financials and third-party integrated
service request information. Stoplights are there to notify
your IT managers of any areas that need immediate attention.
The Customer Portal displays all of the IT services delivered
and costs charged to any given business unit. It includes
several views: The “Delivery” view focuses on service metrics,
including scorecards, KPIs and issue escalation stoplights and
the “Charges” view shows service costs and invoices.
23
CA ClarityTM Business Relationship Manager
Figure C
_____________ ______________________________________________________
D
______________________________________________________ Figure
_____________
View a detailed
roll-up of all IT
services offered
across multiple
customer
departments.
View a roll-up of
IT services from
a provider
perspective for
continual
monitoring
of metrics.
______________________________________________________
______________________________________________________
Similar to the customer dashboard, CA Clarity Business
Relationship Manager includes an IT provider dashboard that
supports the continual monitoring of metrics between IT and
your business units. It displays high-level status information and
analyses of the services provided by individual IT departments.
Finally, service-specific dashboards are available to your IT
managers to track detailed information regarding a single
service. This includes budget vs. actual, key metrics from
multiple external systems, change requests, incidents and
subscription information.
Key Features of CA ClarityTM Business Relationship Manager
24
Features
Benefits
Customer portal
Provides your IT relationship manager with information about customer services, including customer satisfaction, SLA and
cost information.
Customer department dashboard
Provides an overview of the services an individual business unit subscribes to.
Provider portal
Helps your IT managers understand the services being delivered to business customers. Includes tracking of customer satisfaction,
SLAs, costs, budgets, business alignment and resource utilization.
Provider department dashboard
Provides high-level status information and analyses of services provided by individual IT departments.
Individual service dashboard
Offers KPIs and metrics on the status of an individual service.
Departments
Allows you to create a departmental hierarchy in the CA Clarity IT Portfolio Manager that lets you capture department-level work,
budgets, cost recovery, portfolio and capacity planning, service descriptions and deliveries.
Service subscriptions
Lets your business units subscribe to IT services via the CA Clarity IT Portfolio Manager.
CA ClarityTM Risk and Controls Manager
Provides a Global Repository for Managing Enterprise Wide Risk and Controls
With today’s rapidly increasing number of industry regulations
(PCI, SOX, HIPAA, Basel II, State Identity Theft and GLBA, just
to name a few), your enterprise needs to pay more attention
than ever to the issue of risk and controls management. The
solution? CA Clarity Risk and Controls Manager.
CA Clarity Risk and Controls Manager provides you with a
global repository that easily maps your internal policies, procedures and SLAs, as well as external regulatory requirements
for existing or new risks and controls. It allows you to greatly
improve the overall quality of your controls and increase your
capacity for continuously monitoring, managing and reporting
on them. By providing you with a dashboard view of your risks
and controls, the solution streamlines your compliance
process, replacing the typical unsustainable mix of multiple
systems and ad-hoc spreadsheets, charts and documents.
Maintain a Global Repository
CA Clarity Risk and Controls Manager features a global
repository that provides you with a foundation for continuously
optimizing your processes for identifying risks and controls. It
not only stores risk and control information, but also delegates
appropriate assets to risks. It includes detailed information
such as test plans, testing results/evidence and the remediation
required to resolve any issues associated with your controls.
The repository also links control information with regulations,
your internal policies and procedures and best practices.
Figure A
_____________ ______________________________________________________
Leverage
dashboards to
monitor, manage
and report on
regulations.
organization to report on risk and controls from several different perspectives. With this capability you can easily identify
which efforts support compliance-related activities and rapidly
integrate future business and regulatory requirements into an
enterprise-wide view of controls. CA Clarity Risk and Controls
Manager eliminates the need for
you to procure additional point solutions.
Figure A
______________________________________________________ ____________
______________________________________________________
Rapidly integrate
business and
regulatory
requirements
into an
enterprise-wide
view of controls.
Continuous Monitoring and Reporting
CA Clarity Risk and Controls Manager includes all of the tools
you need to monitor and report policy and compliance
violations across your enterprise, with the dashboard giving
your managers the visibility they need to streamline the
decision making process.
Managers can report on testing results, remediation plans,
risks associated by controls, controls associated with specific
regulations and other critical aspects of governance, risk and
compliance. As your company determines its risk indicators
and the information associated with controls, CA Clarity Risk
and Controls Manager provides visibility into these metrics.
Manage Resources Associated with Controls
With an aggregated, summarized view of your human and
financial resources that are allocated to controls implementation, testing, remediation and risk assessment, you can better
manage the staff and project costs of dealing with risks
and controls.
______________________________________________________
Optimize Controls with Built-In Industry-Standard
Frameworks
CA Clarity Risk and Controls Manager includes the control and
regulatory mappings provided by the Unified Compliance
Framework (UCF), along with industry standard frameworks
such as CobiT, COSO, NIST, and ISO17799:2005 to allow your
Available as a CA Clarity Solution Pack
CA Clarity Risk and Controls Manager is delivered as a solution
pack, combining the CA Clarity PPM system, professional
support from CA Technology Services and comprehensive
out-of-the-box content. This content includes CA best practices
dashboards, templates and workflows, as well as CobiT and
the Unified Compliance Framework (UCF). CA is also
leveraging its partners to help bring the solution to market
and customize it to meet individual companies’ needs.
25
CA ClarityTM Risk and Contols Manager
Key Features of CA ClarityTM Risk and Controls Manager
Features
Benefits
Import existing controls
Define project and product portfolio types for use during the planning phase.
Create role-based views
Allows users to lock down access to control information.
Auditable, flexible and configurable
workflow capabilities
Facilitates the tracking and alerting of changes you make to controls.
Capture, score and prioritize risk-based Offers a highly configurable environment that can be tailored to almost any risk methodology. A powerful workflow engine automates
on specific risk management
Risk Management Assessments across your organization.
methodologies
Map risks to existing organizational
controls
Builds risk associations that provide context as to why these controls need to be managed.
Map risks and controls to regulations
Using pre-defined mappings of controls to external regulations and standard industry frameworks, your organization can easily produce
reports that associate your own controls to these standards.
Define, measure and report against
corporate policies, procedures,
standards, and guidelines, as well as
business requirements such as a
Service Level Agreement
Translate Policy requirements into control activities and monitor for policy violations across your enterprise. Also manage your strategic
business relationships through the creation and monitoring of Service Level Agreements or other contractual arrangements.
Create a best practice repository and
Track and measures your performance against these best practices to support continuous improvements within your organization.
map these practices to existing controls
26
Document control
Built-in access control and document management features ensure the integrity of testing work-papers, while the check-in/check-out
system built into the platform can help you track who has been accessing what and when.
Manage all aspects of internal and
external audits to the resource and
document level
Fully automates many aspects of a corporate audit function.
Includes and utilizes industry standard
control frameworks
Supports COSO, CobiT and NIST standards.
Powerful reporting capabilities
Provides the “spreadsheet view”, as well as a variety of advanced reporting capabilities. Graphs and views are interactive, and they
support drilling down to the information that is relevant to a particular role within your organization.
CA ClarityTM Studio
Configuration—Not Customization—Delivers Application Extensibility
The CA Clarity Studio module allows you to tailor CA Clarity
to your own business needs and to develop and deploy local
configurations and personalized user interfaces. You can use
it to create a work environment in which information is
delivered, and actions are taken, in ways that are meaningful
to your users.
To increase productivity, your organization needs a single system for consistency and control. At the same time, your
departments, business units, partners and employees who are
sharing the system each have their own unique requirements.
CA Clarity Studio takes care of both. The point-and-click configuration allows you to create and deploy portals, dashboards,
menus and business objects that adapt the software to your
business processes—not the other way around.
CA Clarity Studio brings you many benefits, including:
• The availability of real-time information through
role-based dashboards for users at all levels.
• A reduced need for training and faster new user adoption
due to tailored menus, pages and views that use familiar
language and processes.
• The ability to easily tailor business objects, such as
portfolios, projects, resources and ideas, without
programming or customization.
• A way to facilitate local management along with global
governance by using System Partitions™ to support
multiple local configurations in a single application
instance.
• Increased productivity because users can personalize
their work environment, adding and customizing
dashboards with portlets, views and graphs that help
them to understand and execute their work better.
Figure A
_____________ ______________________________________________________
Combine graph
and chart portlets
onto personalized
pages to convey
real-time
information.
______________________________________________________
Create Portlets and Dashboards
CA Clarity Studio allows your power users and administrators
to assemble and publish dashboard pages to users across your
enterprise. Each page is comprised of a set of portlets—small
windows of information presented as graphs, tables or web
page snippets—that appear automatically on the desktops of
CA Clarity users with the appropriate access privileges.
Users can then personalize their dashboard pages by choosing
which portlets to show or hide and where to show them on
the page. Examples of dashboard pages include:
• An executive dashboard that brings together high-level
analytics concerning your organization’s portfolio,
including views into project schedules and risks,
alignment of programs to your corporate goals, ROI
graphs and resource utilization.
• A portfolio scorecard with color-coded status indicators
for performance, quality, cost and schedule.
• A program metrics dashboard that summarizes status,
cost and variances for a selected set of high-priority
initiatives.
• A program management office portal with
announcements, success stories, links to articles on
new methodologies and a list of active projects.
• A demand management dashboard to capture project
requests, service requests, incidents, ideas for new
products and services, strategic initiatives and requests
for support.
CA Clarity Studio portlets access their information from within
the CA Clarity environment, other databases within your
enterprise and external sources available in HTML, such as
business news and network status information. Your
administrators can create new portlets based on business
objects or queries. Users can populate their portlets with
graphs, tables, workflows, best practices, documents and
forms—all updated and available in real time without the
need to execute and review reports.
A portlet’s presentation is easily manipulated using point-andclick configuration settings available to both administrators
and end users, allowing them to:
• Show information in a bar, bubble, column, funnel, line, pie
and scatter graphs.
• Use Gantt graph and progress bars to visually communicate
schedules, progress and phase-gate status for items such
as project tasks, program durations and asset and
application life cycles.
• Leverage out-of-the box histograms for tracking resource
utilization.
• Build scorecards by segmenting continuous data into
groups and applying status icons such as red-yellowgreen stoplights, approved-unapproved checkmarks and
leading-steady-trailing performance indicators.
• Create simple or complex filters that allow users to view
just the information that is important to them.
• Provide real-time drill-down links from portlet contents to
business objects such as portfolio investments, resources,
projects and ideas.
27
CA ClarityTM Studio
Personalize the CA Clarity Environment
The power of CA Clarity Studio extends beyond creating
powerful dashboards with custom portlets. You can easily
configure and extend the user interface and navigation to
improve productivity, reduce training and support costs, and
provide real-time personalized content. Using the point-andclick browser interface, your administrators can:
• Add new dashboard pages to the system and choose
what information gets displayed, who has access to it
and how they can act upon it.
• Personalize the main menu navigation by organizing and
labeling menu items to match your company’s terminology
and processes, and do so in multiple languages.
• Apply a distinctive design to the CA Clarity user interface
to align it with the look and feel of your other applications.
Tailor CA Clarity to Your Own Business Needs
CA Clarity Studio makes it easy to configure and extend
business objects such as portfolios, applications, assets,
resources, projects and ideas, making it extremely simple to
tailor the application to your unique business requirements
across your entire organization.
Users can add additional business objects to the system as
top-level or sub-objects; configure these with user-defined
fields, forms, processes and portlets; and associate these
objects with projects, tasks, resources, portfolios or other
standard objects. You can also define and lay out forms with
a mix of standard and user-defined fields, specify validation
rules and default values, create list views with filters and
sorts and establish hyperlinks between objects.
______________________________________________________
Figure B
_____________ ______________________________________________________
System Partitions
present the user
interface and
portlet
appropriate to
each group in
a distributed
organization.
______________________________________________________
Your user-defined fields and objects are distributed to all CA
Clarity interfaces, including the user interface, Open
Workbench, Microsoft Project and the CA Clarity XOG for
application integration. CA Clarity XOG fully supports all
user-defined objects that are process, portlet, dashboard,
security or power-filter enabled.
Any field or object you create is immediately available in the
process engine, allowing workflow designers to provide input
and output from your organization’s key processes, through a
simple point-and-click web interface. Best of all, configurations
are automatically and seamlessly carried forward to future
versions of CA Clarity.
Typically, this level of customization requires IT resources or
costly consultants. With CA Clarity Studio, your users are
empowered to build and manage their own CA Clarity
personalization with a set of intuitive and easy-to-use tools,
minimizing the impact on your valuable IT resources.
______________________________________________________
28
_____________
Easily add, edit,
rearrange and
workflow-enable
user-defined fields
in CA Clarity Studio.
Support the Distributed Organization
through System Partitions
Many businesses find that centralization is necessary to
achieve alignment with business objectives, enforce corporate
standards and regulatory compliance and control costs. Now
it’s possible to achieve all that without constraining the autonomy of your departments, business units, partners and
employees. System Partitions are an architectural breakthrough
that allows organizations to achieve the full benefits of both a
centralized and a decentralized application environment.
System Partitions support the local management of fields, forms,
processes, methodologies and branding. At the same time, all
data resides in a single system, allowing for transparency,
process sharing, and global governance and oversight. System
Partitions allow multiple local configurations with delegated
administration. Users have their own system partition with
access to view data. Each partition can be configured to have
a unique look –and feel for user interfaces, layouts, numbering
schemes, business processes and more.
Figure C
CA ClarityTM Studio
Key Features of CA ClarityTM Studio
Features
Benefits
Portlet and Dashboard Creation
Point-and-click portlet construction
Delivers powerful end-user portlets that display graphs, tables and live HTML content without the need to design, run and distribute
traditional reports. CA Clarity users can build their own custom dashboards by selecting from a set of standard and company-specific
portlets, allowing them to access and drill into the information critical to their success from a single, consolidated view.
Standard portlets
Lets users quickly build personalized dashboards using 40 standard portlets including Action Items, My Projects and Timesheets
to Approve.
Custom portlets
Gives administrators the ability to create portlets based on business objects or queries.
Configurable actions
Enables admin users to place a button or list actions associated with a custom object to specific portlets, giving end users easier access
to frequently used functions.
Multiple graph types
Displays graphical information in the most appropriate format by providing bar, bubble, column, funnel, line, pie and scatter graphs, all
rendered in PNG or SVG (Scalable Vector Graphics) format.
Drill-down graphs
Enables users to quickly and easily access the underlying data displayed in graphs by allowing your administrators to define links
between graph data and objects such as projects, resources, portfolios etc.
Editable grid portlets
Allows fast, direct editing of information in grid-based portlets such as the percent allocation of multiple resources on a project or
the assignment of a group of incidents to be worked.
Hierarchical grids
Lets users configure the views for hierarchical grids, including drill-down capabilities.
Multiple data displays
Simplifies information delivery by displaying quantitative data in easy-to-understand visual indicators such as Gantt graph bars, phase
progress indicators, histograms and colored stoplight icons.
Selectable filters
Allows a portlet to serve multiple functions by enabling users to filter data on any number of pre-defined, configurable parameters.
Filter portlets
Lets users configure a toolbar or section filter by creating a specific portlet that filters content across all other portlets on a given page.
Additionally, the attributes values on the filter portlet can be configured to repeat itself across multiple pages.
Parameterized lookups
Provides the ability to filter an attribute’s list of values within a dynamic query lookup based upon values of other object attributes. For
example, when a value is selected for a country attribute, a parameterized lookup can be configured for a state attribute so it only
displays the states belonging to a selected country.
Precision Security™
Reduces administration costs by providing real-time information portlets with built-in organizational breakdown structure security. Once
privileges for viewing information are assigned through a configurable, flexible hierarchy, your users see only the information for which
they have access. Portlets automatically generate graphs and tables based on the privileges of the current user.
Configuration security
Enables admin users to define whether a portlet can have its view configured by end users.
Export to Microsoft Excel
Supports further analysis of real-time information by exporting grid-based portlets to Microsoft Excel, with all formatting intact,
in a single click.
Oracle and SQL Server database
connections
Consolidates critical information into unified portlet views by tapping into non-CA Clarity data sources across your enterprise, such as
project accounting and finance systems.
Configuration
Configuration, not customization
Empowers your business users to tailor CA Clarity through the creation and configuration of user-defined fields without the need
for programming, scripting or customization.
System partitions
Supports distributed and diverse organizations by allowing local configurations within a single global instance of CA Clarity. Each partition
can be configured with its own fields, forms, processes and branding.
Configuration functionality
Allows easy tailoring of the business objects in CA Clarity, such as Portfolios, Projects, Resources and Ideas, to include the fields, filters,
links, rules and layout critical to your company’s processes.
User-defined object creation
Allows your users to further configure CA Clarity without the need for expensive customization. Business users can add additional
business objects to the system; configure these with user-defined fields, forms, processes and portlets; and associate these objects
with projects, tasks, resources, portfolios or other standard objects. Users can modify and delete these objects and fields as business
requirements change.
29
CA ClarityTM Studio
Key Features of CA ClarityTM Studio (continued)
Features
Benefits
Configuration
Calculated attributes
Enables users to define an attribute where its value is determined from other values on the object. Many functions (e.g., Sum, Multiply,
Average) are provided to make it easy to configure how the attribute value is determined, based on your business needs.
Auto-numbering
Allows admin users to configure an attribute with auto-numbering, which generates the value for an attribute based on a user-configured
scheme. The auto-numbering can be configured on partition for increased flexibility.
Indicator images
Increases display flexibility by allowing users to configure images displayed for specific Studio attributes.
Document attachments
Enables complete knowledge recording and sharing by supporting document attachments in any standard or user-defined
business object.
Centralized user-defined field control
Simplifies administration by centralizing the management of all user-defined fields within CA Clarity Studio. User-defined fields are
automatically deployed to the user interface, the process engine, Open Workbench, Microsoft Project and the CA Clarity XOG.
Future-proof modifications
Makes upgrades to future versions of CA Clarity seamless, since configurations are automatically carried forward.
Point-and-click custom portlets
Enables your organization to easily collect, aggregate, analyze and display important information by using a combination of configurations
and portlets. Through a point-and-click user interface, administrators can create user-defined fields, deploy them in forms on specific
pages and build portlets to graphically communicate the information collected.
User Interface Personalization
User interface customization
Provides a consistent user interface across your applications by allowing you to configure CA Clarity to display colors, logos, menus and
pages with your corporate look and feel.
New dashboard page development
Easily extends CA Clarity capabilities by creating new pages that organize and display information in useful ways, such as a Project
Management Office news page, an Executive Dashboard and a Program Issues Tracking work space.
Menu manager
Reduces training and support costs by organizing the CA Clarity menu navigation to match your company’s terms and processes.
Infrastructure
Complete import/export support
30
Facilitates the development, testing and distribution of portlets, configurations and UI changes by allowing each to be exported
and imported through the CA Clarity XOG. CA Clarity XOG fully supports partition models, objects, queries, portlets, portlet pages
and menus.
CA ClarityTM Process Manager
Automate Your Business Processes to Save Time and Money
Figure A
CA Clarity Process Manager gives you a holistic way to optimize
and standardize your business processes across your entire
organization. Because it lets you manage all the characteristics
inherent in each process your business processes become
more automated, adaptable, cohesive, collaborative and
reusable. The result: your company experiences increased
business agility and lower process costs, as well as greater
innovation and growth.
Remove Bottlenecks and Reduce Cycle Time
CA Clarity Process Manager adapts itself to your company’s
unique business processes, linking a knowledge-based
approach with structured workflows. Workflow improves the
quality of your processes, increases compliance and promotes
consistency. It also decreases your time-to-completion and
boosts customer satisfaction. Because CA Clarity monitors and
measures performance against a number of KPIs, your company
benefits greatly from continuous process improvement.
CA Clarity Process Manager also minimizes wasted time on
assignment hand-offs and increases overall productivity by
allowing your IT managers to track where each item is in the
process and take immediate action as unexpected problems
crop up. New ideas can be automatically routed to reviewers
and approvers through a pre-defined path.
Alerts are automatically sent to anyone who needs to take
action, eliminating the need for endless reminder emails and
phone calls. Workflow notifications can include:
•
•
•
•
•
______________________________________________________ ____________
Intuitiv graphical
workflows
facilitate
immediate
understanding
of business
process
interactions.
______________________________________________________
Your process designers can easily create workflows and make
them available to all users throughout your enterprise. These
workflows can take actions on all objects in the system. For
example, project templates can use workflows to automate
the creation of projects and to ensure that processes follow
the right procedures, such as what work specific people can do
and how and when they can do it. Organizational breakdown
structures can drive these templates, which mean that different departments or business units can follow their own unique
business processes.
Figure B
______________________________________________________ _____________
Action item
assignments
enforce corporate
procedures
regarding process
roles and work
activity.
Events, such as approvals and rejections
To-dos, such as new assignments and action items
Notes to fully explain follow-up actions
Time submission and approval
New documents added to the system
Workflow supports role-based assignments, so you can automate the selection of appropriate workers to perform action
items or receive notifications.
Achieve Real-Time, End-to-End Business Processing
Attaining maximum efficiency for your organization requires a
combination of good, solid planning as well as the ability to
respond quickly to changes and to integrate successfully with
third party applications. The CA Clarity Process Manager
support for event-driven processes gives you the flexibility and
agility you need to respond as quickly as necessary. For example, when a milestone is achieved or a phase is completed, a
CA Clarity workflow can instantly start the review process to
speed project delivery. Real-time job scheduling allows easy
inter-application integration so users can share and update
data as needed for process completion.
Create Powerful Workflows to Automate
Your Business Processes
CA Clarity Process Manager provides you with graphical
workflows so you can visually control and track the flow of
ideas, documents, resources, time sheets, forms and
investment proposals.
______________________________________________________
CA Clarity Process Manager offers the following out-of-the-box
processes to get your workflow designers up and running:
•
•
•
•
Document Approval
Time Sheet Approval
Idea Approval
New Product Development
Not only is CA Clarity Process Manager easy to use, it’s also
powerful, providing nine control flow patterns to meet the
requirements of your most complex and multi-faceted
processes. The process engine can access any field added
through the PowerMods™ tool CA Clarity Studio, providing
complete visibility into all workflow data.
31
CA ClarityTM Process Manager
CA Clarity Process Manager also supports phase-gate
methodologies, ensuring that best practices are adhered to
throughout your organization. This enables a gate review at the
end of each project phase and allows your review committees
to specify the conditions for exiting from the gate. As each
gate is passed, the workflow can be configured to automatically
copy the next set of tasks, documents, roles, budgets and
forms from the template into the project, creating all of the
underlying information necessary to complete the current phase.
Leverage Open Process Standards
CA Clarity Process Manager supports Business Process
Management Language (BPML), an industry-standard,
comprehensive means of specifying the processes of an enterprise. To facilitate exchanging process information with other
systems, CA Clarity Process Manager is seamlessly connected
with the CA Clarity XOG service, which includes published,
open-standards-based interfaces that allow you to import and
export processes and load standard or third party processes.
Key Features of CA ClarityTM Process Manager
Features
Benefits
Business Process Management Features
Graphical workflow
Visually controls and tracks the flow of investments such as projects, applications, assets, products, ideas, documents and more.
Using the graphical workflow status indicator, users can easily track where an item is in the process to remove bottlenecks and
reduce cycle time.
Workflow-driven project creation
Provides a good way to adhere to best practice processes by embedding workflows within your project templates. When projects are
created, the workflow automatically copies in the appropriate information, such as tasks, roles, documents and forms.
Standard out-of-the-box processes
Allows your process designers to get up and running quickly by using out-of-the-box process templates for timesheet approval, idea
approval, document approval and new product development.
Powerful process configurability
Enables your customers to create workflows that address their unique and complex business needs. They can configure (not code) rules
that use data from multiple objects. Steps within a workflow can be configured to have multiple actions that lock or set fields, send action
items, run a job, call a third party application or call another CA Clarity process.
Process Validation
Checks and gives guidance to your process designers in detecting workflow errors and definition time, reducing the time it takes to create
and maintain workflows and reducing the chances of costly production errors.
Phase-gate process support
Facilitates a gate review at the end of each project phase and allows your review committee to specify the conditions for exiting from the
gate. As each gate is passed, the workflow can be configured to automatically copy the next set of tasks, documents, roles, budgets and
forms from the template into the project, creating all of the underlying information necessary to complete the current phase.
Event-driven business processes
Enables the rapid assembly, deployment and management of event-driven business processes for efficient operational response.
Workflows can be started manually or automatically.
Real-time job scheduling
Improves your operational efficiencies by supporting end-to-end business processing to address the integration requirements of your
entire business process. Real-time job scheduling can integrate with existing jobs or run new jobs to evoke stored procedures or
Java programs.
Configurable forms
Allows any form to be configured and incorporated into a workflow to achieve the highest possible level of business process automation.
Access to fields added through
PowerMods™
Gives CA Clarity Process Manager complete visibility into all relevant workflow data.
Automatic routing
Decreases the time to completion by automatically routing information to reviewers and approvers through a pre-defined path,
informing people of what is required of them.
Automated notifications
Eliminates the need to send endless reminder emails and spend unnecessary time on the phone by automatically notifying users about
new or changed events, action items, document posts, timesheet submittal and approvals.
Action item escalation
Resolves overdue action items using reassignment rules. Escalations can be configured at a process or step level.
Role-based assignments
Automates the selection of appropriate workers to perform action items or receive notifications.
Inclusion of nine control flow patterns
Enables flexible workflow activity execution with support for Sequence, Parallel Split, Synchronization, Exclusive Choice, Simple Merge,
Advanced Branching and Synchronization, Multichoice, Synchronizing Merge, Multithreaded and First In Line control flows.
Standards
CA Clarity XOG
Exchanges process information with your other systems through published, open-standards-based interfaces to facilitate importing and
exporting processes and loading standard or third party processes.
BPML support
Adheres to an industry-standard, comprehensive means of specifying the processes of your enterprise.
Performance, Security and Monitoring
Monitoring and measurement of KPIs
32
Provides you with the benefit of continuous process improvement and the ability to monitor the health of your process
engine infrastructure.
CA ClarityTM Connect
Seamlessly Connect CA Clarity with the Enterprise
CA Clarity Connect is a family of standard integrations to
applications that supplement the functionality of the CA
Clarity system, including the CA Clarity Schedule Connect
module, which provides integration with Open Workbench and
Microsoft Project, and the CA Clarity Service Connect module,
which provides connectors for ITSM applications such as
CA Service Desk and BMC Remedy Help Desk.
CA Clarity Schedule Connect
Although CA Clarity provides extensive project management
functionality through its web interface, often project managers
want to harness the power of their desktop computers for
detailed planning and scheduling. CA Clarity fully supports this
through CA Clarity Schedule Connect, the client-server
connection to Open Workbench and Microsoft Project.
CA Clarity Schedule Connect provides you with the industry’s
most comprehensive and efficient connection between desktop and server. Bidirectional integration between CA Clarity
and both Open Workbench and Microsoft Project means that
users simply check out a project from the repository, edit it
locally, then save it back without the need for time-consuming
file conversion steps. Changes made in CA Clarity and on the
desktop are automatically synchronized, so users are always
working with the most up-to-date information.
Furthermore, users spread across the country or across the
globe need fast access to their project information. Rather
than using transaction-heavy RPC protocols, CA Clarity
Schedule Connect communicates via standard HTTP, just like
the connection to the user’s web browser. As a result, bandwidth is reduced, no additional firewall ports need to be
opened, and proxy servers and SSL are fully supported with
no additional configuration.
Figure A
______________ ______________________________________________________
CA Clarity
Schedule Connect
provides seamless
bidirectional
integration with
both Microsoft
Project and Open
Workbench.
CA Clarity Service Connect
CA Clarity Service Connect supports the CA Clarity Demand
Manager module by providing a series of pre-built connectors
to ITSM applications, significantly reducing the cost and effort
required to connect the service and project functions within IT.
Through CA Clarity Service Connect integrations with ITSM
applications, CA Clarity Demand Manager provides you with a
consolidated view of incoming demand and resource usage,
giving you with a holistic view of the utilization of your organization’s most critical assets—your staff.
CA Clarity Service Connect provides interfaces to ITSM applications to schedule queries of selected incidents, validate data,
handle errors and provide reporting to ensure the right
information is transferred at the right time.
In addition, CA Clarity Service Connect provides complete
mapping functionality that exposes the data fields of both the
CA Clarity and ITSM applications to the interface designer,
allowing for simple and error-free creation of translation tables.
CA Clarity Service Connect makes joining the service and project worlds of IT effortless.
Figure D
______________________________________________________ _____________
CA Clarity
Service Connect
provides standard
connectors for
integrating help
desk applications
with the CA
Clarity™ Demand
Manager module.
______________________________________________________
Key Features of CA ClarityTM Service Connect
• Connect seamlessly to IT Service Management (ITSM) applications such as
CA Service Desk and BMC Remedy Help Desk.
• Create and schedule queries to extract incidents selected by priority, category or
other qualifiers.
______________________________________________________
• Use mapping functionality to easily create translation tables between CA Clarity
and help desk fields.
• Create data validation and error handling rules to ensure quality.
Key Features of CA ClarityTM Schedule Connect
• Connect seamlessly to both Open Workbench or Microsoft Project.
Communicate from client to server with low-bandwidth, easy-to-maintain
HTTP drivers.
• Create unidirectional interfaces to obtain closed incident tickets for costing
and analysis.
• Create bidirectional interfaces to access open incident records, to assign resources,
to disposition tickets, to promote unplanned work to project tasks and to
forecast demand.
• Support proxy servers, secure connections and WANs.
• Share a common resource pool whether working in the browser or on
the desktop.
• Make changes in Open Workbench and Microsoft Project that automatically
update all CA Clarity functions, such as time posting, capacity planning, project
cost accounting and portfolio management.
• Create, view and change project dependencies without opening all linked
33
CA ClarityTM Core
Take Advantage of Seamless Collaboration, Easy Document
Management, Rich Portal Functionality and Powerful Reporting
The CA Clarity modules contain a set of core services that
empower your users to effectively collaborate, manage documents, build personalized dashboards and create and analyze
business information.
Provide a Collaborative Environment
CA Clarity Core services allow your global teams to work
together on any type of business initiative. Users can:
• Resolve issues—Team members can establish discussion
threads to post questions and answers, share documents
and make decisions.
• Manage project events and action items—Users share a
calendar containing project-specific events, milestones
and to-dos.
• Tap into existing knowledge—The global Knowledge Store,
a common repository for documents and information,
provides a perfect location for your company forms,
templates, best practices and reports.
Figure A
_____________ ______________________________________________________
Use Portlets and Dashboards
CA Clarity provides you with a rich set of portal functions that
allow users to create their own custom dashboards. Each
dashboard is comprised of a set of portlets—small windows
of information presented as graphs, tables or web page
snippets—that are built and deployed by CA Clarity Studio
power users.
The portlets get their information from the CA Clarity environment, other databases in your enterprise and external sources
available in HTML format, such as business news and network
status information. Precision Security is automatically applied,
ensuring that your users see only the data for which they are
authorized.
You can configure portlets to deliver business intelligence in
meaningful ways. Using extensive filtering, sorting and charting
features, you can create insightful reports on key metrics such
as cost, benefit, budget, status, risk, time, duration, availability
and alignment.
Figure B
______________________________________________________ ______________
Collaborate with
team members
through
documents and
discussion
forums.
Combine chart and
table portlets to
build a personalized
dashboard.
______________________________________________________
______________________________________________________
Securely Store, Access and Manage Documents
CA Clarity Core services allows your users to easily store and
share documents. Administrators can use the Precision
Security™ features to secure documents not only by user,
group or role, but also by organizational breakdown structure ,
ensuring that everyone in your enterprise has access to the
documents they need and nothing more. With document
management, users can:
Raise Business Intelligence
Gathering and interpreting your company’s portfolio, project,
resource and financial data to arrive at meaningful conclusions
can be a painful process, especially if yours is a global business.
CA Clarity simplifies it by providing you a more structured
way to view and understand that data.
• Control document versions—Users can track who
checked out documents and when, track the history
of a document and access and manage prior versions
of documents.
• Use powerful search functionality—It’s easy to conduct
searches on both structured and unstructured data within
documents. Precision Security ensures that the search
returns only information the user is authorized to view.
• Route documents with workflow—The CA Clarity Process
Manager module works in conjunction with the CA
Clarity Core document management functionality to route
documents for review and approval using standard or
customized workflows. This functionality helps your team
members worldwide make informed decisions faster,
eliminating time-consuming meetings and email exchanges.
34
A fully integrated reporting engine contains deep data visualization and analysis capabilities. Standard reports are seamlessly
embedded throughout the entire software solution and are
readily accessible for every user to answer key questions
about their work and business. With reporting and analytics,
your users can:
• Drill down from reports—Simply follow links to navigate
to any relevant section or page within a report or to a
completely different report.
• Receive role-based results—What’s important to a project
manager may not be relevant to upper management.
That’s why the role-based personalization function gives
users one-click access to every report relevant to them.
CA ClarityTM Core
Behind the comprehensive reporting and analytics service is
the CA Clarity data mart, which provides your company with
an easy way to create summary and detailed data reports.
The data mart helps authors create multidimensional reports
based on logical data and presented in terms that are familiar
to business users.
The CA Clarity collaboration, document management, personalized portal and reporting services provide your company
with a foundation for effectively capturing, communicating,
analyzing and leveraging its intellectual assets, to making it
more efficient, effective and competitive.
Key Features of CA ClarityTM Core
Features
Benefits
Collaboration
Virtual team workspace
Allows your teams to work together on any type of business initiative, from the review and approval of a document to the delivery of a
complex project with geographically dispersed participants. Users can share and route information, provide feedback and approval and
resolve issues in a single, secure environment.
Centralized knowledge store
Increases efficiency by leveraging your organization’s intellectual assets, which are captured and centralized in one location.
Discussion forums
Allows your team members to resolve issues and facilitate decision making through online discussion threads.
Calendar, events and action items
Helps users organize their daily work with personal and project calendars, event listings, milestone tracking and action items.
Document Management
Robust document management
Eliminates multiple stores of key information by providing a central, structured document repository. Organize documents in folders and
subfolders, share them with appropriate individuals by setting permissions, track versions and route documents for review and approval.
Sophisticated full text content search
Empowers users to find the right information quickly by tapping into your organization’s existing knowledge base. Users can search
through the Clarity database for both structured and unstructured information within documents, calendar events, action items
and discussions.
Workflow enabled
Automates routing and approval by exposing documents to the CA Clarity Process Manager, so administrators can create simple
or complex workflows to be deployed throughout your enterprise.
Portals
User-configured dashboards
Gives users the power to view information in the most useful ways by providing a selection of portlets that can be assembled
into personal dashboards.
Portlet tailoring
Gives users the ability to easily create any business view of portlet information required to support decision making. Users can set filters,
re-sort information, add or remove columns, change graph types and otherwise tailor portlets to meet their needs.
Portlet printing
Allows users to easily distribute information by printing portlet content as standard reports.
Reporting and Metrics
Clarity data mart
Abstracts Clarity data into a familiar and logical presentation for creating reports, either within the CA Clarity system or via third party
reporting and analysis tools.
Numerous standard reports
Provides readily accessible reports that answer key questions about work and business, including:
• Budget/Forecast Analysis
• Resource Assignments
• Key Tasks and Milestone Status
• Resource Bench
• Project Analysis and Profitability
• Timesheet Detail
Currency conversion
Provides a single master currency for reporting and analysis. Multicurrency transactions are appropriately converted to the home
currency when the data mart is populated.
Organizational Breakdown Structure
Allows you to configure roll-ups and summary levels based on your organization’s units, locations, divisions, programs or any
other criteria you choose.
Stoplights
Connects your business data to red, yellow and green stoplights, providing a visual alert based on a project or program’s risk, status,
issues, budget or other user-configurable key process indicators.
On-demand report generation
Makes it easy to extract relevant and up-to-the-minute data to produce reports on demand.
Drill-down reporting
Provides links for navigating to business reports, specific sections or pages within the same or different report, or to new reports.
Role-based reporting
Gives users one-click access to reports that are relevant to them. Users see only what they need.
Export to Microsoft Excel
Provides a simple way to conduct additional analysis by downloading report content directly to Microsoft Excel.
Free report distribution
Creates a low-cost way to disseminate information. Reports can be printed or exported to PDF files and distributed across your
enterprise without additional license or user fees.
35
CA ClarityTM G2000 Architecture
Let Your Strategic Vision, not Technical Constraints, Drive Project and Portfolio Management
The CA Clarity G2000 Architecture brings you the scalability,
configurability, third party application interfaces, global
availability, Precision Security functionality and multi platform
support that guarantee your Project and Portfolio
Management implementation will be driven by your business
goals and objectives rather than technology constraints.
Scale Economically from a Few Hundred
to Tens of Thousands of Users
CA Clarity is based around a three-tiered architecture that you
can scale to virtually any number of users. Because it was built
from the ground up to fully embrace J2EE, CA Clarity provides
you with the standards-based services you need to deliver
scalable and reliable deployments and Web services.
J2EE-compliant deployments allow for portability across
heterogeneous platforms and interoperability with other
J2EE-compliant applications.
• The client tier eliminates desktop maintenance headaches,
as its ultra-thin web client doesn’t require desktop
software installations or downloads, java applets or
ActiveX controls.
• The application tier serves as a gateway between the
client and data tiers. Its underlying J2EE application server
controls Web, integration, business logic and persistence
services and provides common application functions such
as caching, security, globalization, configuration and
workflow.
• The data tier contains both a transactional and a business
intelligence repository. The integrated data mart facilitates
rapid reporting without negatively impacting the
performance of day-to-day system use.
Figure A
_____________ ______________________________________________________
CA Clarity
G2000
Architecture:
Three-tier
compliant
architecture offers
massive scalability
and global
availability.
tolerance and fast failover. In addition, database clustering
offers full redundancy and failover capabilities that increase
uptime and further limit the potential for lost data.
Substantially Reduce the Cost and Complexity of Integration
Your company can easily combine CA Clarity with your legacy
applications—including IT Service Management, ERP, CRM
and Microsoft Office tools such as Excel—using the CA Clarity
XOG service, a comprehensive set of eXtensible Markup
Language (XML) and Java-based APIs. CA Clarity XOG also
supports Enterprise Application Integration products through
infrastructure middleware and it preserves data integrity
through the enforcement of business rules. To ensure consistency and reliability, information exchange through integration
APIs accesses the same business logic as when a user
manually enters data.
CA Clarity XOG APIs adhere to open industry standards such
as SOAP-enabled Web services, JDBC and JMS. Because the
APIs are XML-based, even major system updates will have
minimal impact on your integration. In addition, the APIs allow
for both real-time and batch invocations to define when
information is transferred.
Figure B
______________________________________________________ _______________
CA Clarity XML
Open Gateway:
Open standards
facilitate integration
of any application
with CA Clarity.
______________________________________________________
Implement a Solution that Breaks Down All Location Barriers
CA Clarity allows all of your users to access the same information no matter where they are located, so that everyone can
always be on the same page. It is also a simultaneously
multilingual application, with Unicode support for double-byte
languages to allow users around the world to work on the
same installation in their native language. The locale function
enables users in different time zones to receive all events and
notifications in their local time. And CA Clarity supports
multicurrency for your cost, benefit, expense, rate, billing,
invoicing and chargeback transactions.
Because today’s mobile workers who use low-bandwidth
leased lines, PDAs or notebook computers are challenged by
network bandwidth issues, CA Clarity compresses HTML
content, which uses an average of seven times less network
bandwidth than uncompressed HTML.
______________________________________________________
CA Clarity can be deployed in a clustered configuration, which
will bring you the highest possible levels of performance and
availability. It supports horizontal scaling by replicating services,
such as the application server, onto multiple services in a cluster.
The result is massive application scalability, as well as fault
36
Achieve Precision Security
To protect your company’s sensitive project, product, financial
and personnel information, CA Clarity includes Precision
Security functionality. You can deploy it so that all communication from server to browser is sent via a SSL-encrypted
connection. It can be integrated with an existing LDAP
directory–such as Microsoft Active Directory, Novell
eDirectory or Sun ONE Directory Server--for authentication
and authorization, making the implementation process even
more efficient. To support single sign-on, your organization
can deploy eTrust® SiteMinder® along with CA Clarity.
CA ClarityTM G2000 Architecture
Rather than relying solely on individual user information to
grant or deny access, CA Clarity offers much more powerful
and flexible security administration based on roles, groups and
OBS. Roles and groups define the rights a user has to perform
actions and the OBS determines what the user can see and act
upon. The combination of these two security models makes
security management far less tedious and time-consuming as
users change jobs or move around in your organization.
Additionally, OBS-based Precision Security allows you to
construct virtual walls between business units that share a
common system, but that still need to operate independently.
Centralize without Sacrificing Localization
and Personalization
CA Clarity Studio allows you to easily tailor business objects,
such as portfolios, projects, resources and ideas, without programming or customization. Your system administrators can
accomplish a wide array of configurations, including adding
user-defined fields and objects and rearranging pages and
forms, all through a point-and-click web interface. In addition,
the CA Clarity system supports multiple local configurations in
a single instance through System Partitions. System Partitions
support the local management of fields, forms, processes,
methodologies and branding even as they enable the global
governance and oversight of a single system.
Choose the Best Platform
CA Clarity runs on industry-leading operating systems (AIX,
HP-UX, Red Hat Linux, SYSE Linux, Solaris and Windows),
relational databases (Microsoft SQL Server and Oracle) and
application servers (BEA WebLogic and IBM WebSphere),
allowing you to select the platform that will be the most
cost-effective and efficient for your installation. This feature
also allows you to take advantage of resources that you have
already selected as your corporate standards.
Key Features of CA ClarityTM G2000 Architecture
Features
Benefits
Massive Scalability
Three-tier architecture
Offers higher performance because each tier can focus exclusively on its assigned task and the middle tier can scale to virtually any level
of users by adding inexpensive resources.
Full J2EE compliance
Allows for portability across heterogeneous platforms and interoperability with other J2EE-compliant applications.
Ultra-thin web client
Eliminates desktop maintenance headaches resulting from client software installs and downloads of Java applets and ActiveX controls.
Integrated data mart facility
Facilitates rapid access to the business data you need for reporting without negatively impacting the performance of your day-to-day
system use.
Centralized cluster management
Provides an intuitive, web-based console so you can easily configure and manage clusters within multiple sites.
Multiserver horizontal scaling
Replicates services onto multiple services within a cluster to achieve enterprise scale, fault tolerance and fast failover.
Database clustering
Offers full redundancy and failover to prevent data loss and downtime.
Rapid Integration
CA Clarity XOG XML and
Java-based APIs
Facilitates CA Clarity integration with your entire information ecosystem, including legacy systems, enterprise applications such as IT
Service Management, ERP and CRM, business intelligence applications such as Actuate, desktop software such as Microsoft Excel and
EAI middleware. Major updates do not impact integration.
Real-time and batch integration
Allows you to define what information is transferred to each interfacing application and when it is done.
Pre-defined formats and mechanisms
for inter-system integration
Speeds the import and export process with a complete set of objects representing project, resource, financial and other data while
enforcing product business rules to preserve integrity.
Adherence to open industry standards
Lowers your costs and the time required to integrate applications with support for XML, SOAP, JDBC and JMS.
Global Availability
Multilingual application with Unicode
support for double byte languages
Allows your global users to work on the same installation and experience the application in their native language.
Support for 100+ locales
Lets your global users set default work hours, days, weeks and start day to accommodate work schedule variations across countries.
Support for multiple currencies
Gives your global users the flexibility to enter currency items in the actual incurred transactional currency and report, bill or account for
them in other currencies.
User-defined language
Automatically sets the language for the user interface, error messages, email/alert notifications, lookup values and online help.
Additionally, formats for data, times and numbers are validated and formatted according to the location settings.
HTML compression of all content
between the server and the browser
Uses an average of seven times less network bandwidth by compressing HTML, providing broadband performance on a
narrowband network.
Configuration and Extensibility
Configuration of business objects
Allows easy tailoring of business objects, such as portfolios, projects, resources and ideas, without programming or customization.
System Partitions
Allows the creation of logical views of data objects to allow local configurations without sacrificing global governance.
User-defined objects
Allows you to further configure CA Clarity without the need for expensive customization.
Precision Security
SSL ready
Protects all communication from server to browser.
LDAP integration
Expedites implementations and supports single sign-on through integration with directories such as Microsoft Active Directory, Novell
eDirectory and Sun ONE Directory Server.
Web single sign-on support
Helps you administer and enforce user access to web applications through support of eTrust SiteMinder.
Role-based and OBS security
Makes change management a far less tedious and time-consuming process as users change roles or move around the organization. OBS
security allows you to construct virtual walls between business units that share a common system but still need to operate independently.
37
CA, one of the world’s largest information technology (IT)
management software companies, unifies and simplifies
the management of enterprise-wide IT for greater business
results. Our vision, tools and expertise help customers
manage risk, improve service, manage costs and align their
IT investments with their business needs.
© Copyright © 2007 CA. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies.
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One CA Plaza, Islandia, NY 11749
visit us online: ca.com/clarity
email us: [email protected]
MP312050107
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