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CA Clarity PPM Basics User Guide

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CA Clarity PPM Basics User Guide | Manualzz

Set a Home Page

Set as Home

Sets the page currently open as your home page.

Reset Home

Resets the home page to the default home page, the Overview page.

Refresh

Updates the menu to include recent changes.

Set a Home Page

The default home page is the Overview page. You can make any page the home page.

Follow these steps:

1. Navigate to the page you want as the new home page.

2. Open Home and click Set as Home at the bottom of the menu.

To reset the home page to the default Overview page, open Home and click Reset home at the bottom of the menu.

View Your Information

To view your CA Clarity PPM information, open one of the following pages:

Overview

■

■

■

To view this page, open the Home menu and from Personal, click Overview.

Overview is the default home page. This page contains portlets that list your action items and notifications. This page also contains portlets to which you can add:

■

Personal links for easy access to projects

Pages inside CA Clarity PPM

External internet addresses

Favorite photos

For information about how to configure portlets, see the Personalizing CA Clarity

PPM User Guide.

Organizer

To view this page, open the Home menu and from Personal, click Organizer.

This page contains detailed information about your action items, tasks, processes, and notifications.

18 Basics User Guide

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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.

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