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.

Favorites

The Favorites menu lets you store a link to any page as a favorite for easy access at any time. Favorites is a personal menu that you can use to store the links you use every day.

Save a Page as a Favorite

You can save any page as a favorite.

Follow these steps:

1. Open the page to save as a favorite.

2. Open the Favorites menu, and click Add Current.

Add a Favorites Page Link

Follow these steps:

1. Open Favorites, and click Configure.

2. Click Add.

The create page appears.

3. Select Page Link and click Next.

The menu item properties page appears.

4. Complete the following fields, and save:

Link Name

Defines the name of the page link. This is the label for the page link that displays in the menu.

Description

Defines the purpose for the section or page link.

Page Name

Specifies the page to display when the link is clicked.

Parent Menu Item

Specifies the section in which this link will appear.

Chapter 2: Getting Started 27

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.

CA Clarity PPM Basics User Guide

Favorites

Favorites

Save a Page as a Favorite

Add a Favorites Page Link

Chapter 2: Getting Started 27

Key Features

Frequently Answers and Questions

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

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

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

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