CA Clarity PPM Basics User Guide

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CA Clarity PPM Basics User Guide | Manualzz

Edit a Timesheet Before Approval

You can edit the timesheets submitted but unapproved.

Follow these steps:

1. Open the timesheet.

The timesheet page appears.

2. Edit the timesheet, and save or submit for approval.

Edit a Timesheet Before Approval

Timesheet Notes

You can add a note to a timesheet to create a reminder for yourself, or to communicate with the project manager at two levels:

Entire timesheet

Single timesheet entry

Notes appear in the order in which they are created, with the most recent note appearing at the top of the list. You can access and read notes by clicking the Time Entry

Note icon in the time entry row.

You can delete your notes.

Add a Note to a Task Entry

Use the following procedure to add notes to task entries or timesheets.

Follow these steps:

1. Open the timesheet.

The timesheet page appears.

2. Click the Time Entry Notes icon for a timesheet entry.

The time entry notes window opens.

3. Enter the following:

■ text for the note

■ category for the note (optional)

4. Click Add.

The new note appears in the time entry notes window.

5. Click Return.

Chapter 8: Timesheets 83

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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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