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.

Folders

Download Files from Folders

Use the Download All or the Incremental Download option to download files from a selected folder to a local zip file. The absence of these options on the Actions menu implies that you do not have the required permissions to perform the action.

You can download:

■

All the files and subfolders in a selected folder

■

A subset of files from the selected folder. The subset includes those files that have changed since you last downloaded and those not yet downloaded.

The zip file name is the name of the folder by default. You can select where to download the file. When you download files from a folder, the file structure is not maintained in the saved zip file.

Important! Enable the Enable Document Download setting before downloading files.

See the Administration Guide for more information.

Download All Files

Use the following procedure to download all the files selected, including files in subfolders.

Follow these steps:

1. Open the knowledge store or the document manager page for a specific program, project, or resource.

2. Select Download All from the folder Actions menu.

The File Download window opens.

If the size exceeds the maximum for download set by your administrator, download a subset of files from the folder.

3. Click Save to save the zip file to a location on your computer.

The Save As dialog opens.

4. Select the location, and click Save.

The zip file is saved to the specified location on your computer.

Download Files Incrementally

Use the following procedure to download a subset of files from a selected folder. The zip file includes only files that have changed since you last downloaded them and files not yet downloaded.

Chapter 6: Documents and Folders 63

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.