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Rama Velpuri - Clarity PPM Fundamentals

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Rama Velpuri Clarity PPM Fundamentals

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Clarity PPM Fundamentals provides an overview of CA Technologies flagship Clarity PPM (short for project portfolio management). The book is organized by the Clarity modules independently, making it ideal for users whose needs are often defined by their current working module. It provides industry best practices for utilizing the Clarity product. With just a basic understanding of project management, youll be able to understand all this book has to offer, from user to system administratorunveiling hidden tricks and lessons from real implementation scenarios. The authors bring their extensive experience to bear to give you the best insights into making Clarity more powerful and useful for you. Foreword by David Dobson, EVP and Group Executive, Customer Solutions Group, CA Technologies, Inc. What youll learn Use Clarity to manage project life cycles in your organization Navigate through and personalize Clarity The ins and outs of Clarity reporting capabilities The value provided by the basic components of Clarity Clarity security best practices How an organizational breakdown structure is built and best practices for using partitions Utilizing different setups possible in Clarity Who this book is for The book is directed at end users, but is a first volume and will be quite helpful to all Clarity users, implementers, and administrators. Table of Contents Introduction to CA Clarity PPM CA Clarity PPM in use A quick glance at CA Clarity PPM CA Clarity PPM Modules: Project Management CA Clarity PPM Modules: Resource Management CA Clarity PPM Modules: Time Management CA Clarity PPM Modules: Financial Management CA Clarity PPM Modules: Demand Management CA Clarity PPM Modules: Portfolio Management CA Clarity PPM Modules: Process Management CA Clarity PPM Security CA Clarity PPM Organization Breakdown Structure CA Clarity PPM Components

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Clarity PPM Fundamentals Copyright 2011 by CA Inc All rights reserved All - photo 1

Clarity PPM Fundamentals

Copyright 2011 by CA, Inc. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies.

The information in this publication could include typographical errors or technical inaccuracies, and the authors assume no responsibility for its accuracy or completeness. The statements and opinions expressed in this book are those of the authors and are not necessarily those of CA Technologies. (CA). CA may make modifications to any CA product, software program, method or procedure described in this publication at any time without notice.

Any reference in this publication to third-party products and websites is provided for convenience only and shall not serve as the authors' endorsement of such products or websites. Your use of such products, websites, any information regarding such products or any materials provided with such products or on such websites shall be at your own risk.

To the extent permitted by applicable law, the content of this book is provided AS IS without warranty of any kind, including, without limitation, any implied warranties of merchantability, fitness for a particular purpose, or non-infringement. In no event will the authors or CA be liable for any loss or damage, direct or indirect, arising from or related to the use of this book, including, without limitation, lost profits, lost investment, business interruption, goodwill or lost data, even if expressly advised in advance of the possibility of such damages. Neither the content of this book nor any software product referenced herein serves as a substitute for your compliance with any laws (including but not limited to any act, statute, regulation, rule, directive, standard, policy, administrative order, executive order, and so on (collectively, Laws) referenced herein or otherwise. You should consult with competent legal counsel regarding any such Laws.

All rights reserved. No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval system, without the prior written permission of the copyright owner and the publisher.

ISBN-13 (pbk): 978-1-4302-3557-6

ISBN-13 (electronic): 978-1-4302-3558-3

Trademarked names, logos, and images may appear in this book. Rather than use a trademark symbol with every occurrence of a trademarked name, logo, or image we use the names, logos, and images only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark.

The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights.

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To our parents

Contents at a Glance
Contents
Foreword

No matter where I go in the world today, I find companies that are launching a variety of development efforts to capture and apply knowledge that is unique to their business. Their goalregardless of their industry or regionis to increase innovation and make better use of limited resources.

These efforts can face several challenges, including the following:

  • Helping business managers understand how they contribute to achieving corporate goals
  • Launching only the projects the organization can handle effectively
  • Setting project priorities based on business objectives
  • Analyzing the need and appropriate resources for each project
  • Achieving the efficiencies that lead to real cost savings

To address these challenges, organizations need a thorough process for selecting the right product and portfolio management (PPM) solution. But that's just the start. Once the solution is in place, they need highly skilled administrators who understand the business as well as the technical configuration necessary to keep the lights on and delight their end users.

The authors of this book have extensive experience in dealing with the challenges an organization faces in implementing a PPM solution. Rama Velpuri and Arpit Das have amassed a wealth of business and technical knowledge of CA Clarity PPM and how it functions in the most demanding Fortune 500 customers. Rama has a deep background in CA Clarity product development, and Arpit has significant hands-on experience from CA Services. They have supplemented their expertise with the experience and insight of the best and brightest from CA Technologies product development and services. This day-to-day knowledge has never before been so thoroughly compiled and documented.

This handbook will be useful for all Clarity administrators and will be a valuable training tool for the end users of CA Clarity PPM. It is also a must for every organization that has the CA Clarity PPM solution implemented and will complement the existing CA Clarity PPM user documentation.

David Dobson
EVP & Group Executive
Customer Solutions Group
CA Technologies

About the Authors

Rama Velpuri With more than 22 years of managerial and technical experience in - photo 2Picture 3Rama Velpuri With more than 22 years of managerial and technical experience in the IT industry that spans multiple continents, Rama Velpuri is currently a vice president of software engineering at CA Technologies, in the Clarity PPM division.

Before joining CA Technologies, Velpuri was the CTO of Kenexa Technologies, a Pennsylvania-based company, in the HR vertical. As an officer of the company, Velpuri played an important role in taking Kenexa public (KNXA) on NASDAQ in June 2005. Before that, Velpuri was the founder and CEO of Oramasters, Inc.

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