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.

Chapter 4: Personal Dashboards

This section contains the following topics:

About Personal Dashboards

You can create personal dashboards that display the specific information you want to see. You can create custom portlets to use in a personal dashboard, or if you have the appropriate access rights, you can use stock portlets.

See the Personalizing CA Clarity User Guide for more information.

You can also view dashboards that other users have shared with you.

You can export the contents of a dashboard or an individual portlet displayed in the dashboard to Microsoft Excel or PowerPoint. The maximum size for Export to Excel or

Export to PowerPoint is 300 records. If you use the Export to Excel (Data Only) option, there is no limit to the number of records that can be exported.

Note: You cannot export interactive portlets. These portlets are HTML portlets and cannot be exported.

You can fit the exported information to a page. This option is helpful if you are exporting information to PowerPoint for a presentation. You can also elect to place each exported portlet on a separate page. This approach avoids having all portlets fitted onto a single page as they might appear in a dashboard.

Chapter 4: Personal Dashboards 47

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

Chapter 4: Personal Dashboards

About Personal Dashboards

View a Dashboard

Export a Dashboard

Export a Portlet

About Personal Dashboards

Chapter 4: Personal Dashboards 47

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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