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.

Documents

Check Out

Follow these steps:

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

2. Locate the document, and from the document Actions menu, click Check Out.

The File Download windows appears.

3. Save the document to your desktop, and select a location for the file.

4. Click OK.

Undo Checkout

Only the user who checked out the document originally can undo a checkout.

Performing this action unlocks the document, allowing others to check out the document.

Select Undo Check Out from the document Actions menu to undo a document check-out status.

Check In

Click Check-in from the document Actions menu and browse for the updated copy in the location selected when you checked out the document.

Copy a Document

Follow these steps:

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

2. Locate the document to copy to a different folder, and from the document Actions menu, click Copy.

A page appears for selecting the destination folder.

3. In the Select Placement section, select the destination folder.

4. Select the Notify Resources/Groups check box for users with access to this document notified about the copy action.

5. Click Copy.

66 Basics User Guide

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.