CA Clarity PPM Basics User Guide

CA Clarity PPM is a powerful project portfolio management (PPM) software that helps organizations plan, track, and manage projects, resources, and finances. With CA Clarity PPM you can track the status of projects, manage budgets, allocate resources, and report on project performance. This software is often used by organizations of all sizes to improve project visibility, reduce risk, and increase efficiency.

Quick Tour of CA Clarity PPM

Main Menu

Move the cursor over the following features on the main menu to see a tooltip that identifies the feature.

The following list explains the numbered features in the preceding figure:

1–Back

Returns you to the previous page. The page you return to is based on the previous entry in the Recent Pages list.

2–Recent Pages (History)

Provides a drop-down list of the pages most recently viewed. You can select from the list to return to a page. Entries are not made for navigation between subpages that belong to a specific instance. For example, if you are navigating between the subpages of a specific project, the subpages are not listed in the Recent Pages list.

3–Home, Administration, and Favorites Menus

Provide the navigation to all CA Clarity PPM pages. The menus and options that you can view depend on your access rights.

4–Refresh

Renews the data on a page.

5–Home

Returns you to the home page.

6–Current Timesheet

Takes you to your current open timesheet.

7–Search

Opens a search window for CA Clarity PPM.

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Key Features

Project Management
Resource Management
Financial Management
Reporting and Analytics
Collaboration tools
Integration with other systems
Security and Access Control
Workflow Management
Customization options

Frequently Answers and Questions

How do I access the global search tool in CA Clarity PPM?

You can access the global search tool from any page in CA Clarity PPM by clicking on the magnifying glass icon in the top right corner of the browser window. This will open a pop-up window where you can enter your search criteria and get results across the system.

What kind of reports can I run in CA Clarity PPM?

CA Clarity PPM offers a wide variety of reports that you can use to get insights into your projects, resources, and finances. You can also create your own custom reports to meet your specific needs. You can find reports in the "Reports" section of the menu.

How can I update my personal information in CA Clarity PPM?

You can update your personal information by going to the "Account Settings" menu and selecting "Personal Information". Here you can change your name, email address, phone number, and other details.