CA Clarity Project & Portfolio Manager PMO Accelerator Product Guide

243 Pages·2010·3.11 MB·English

CA Clarity™ Project & Portfolio
Manager
PMO Accelerator Product Guide
v2.2
This documentation and any related computer software help programs (hereinafter referred to as the
"Documentation") are for your informational purposes only and are subject to change or withdrawal by CA at any time.
This Documentation may not be copied, transferred, reproduced, disclosed, modified or duplicated, in whole or in part,
without the prior written consent of CA. This Documentation is confidential and proprietary information of CA and may
not be used or disclosed by you except as may be permitted in a separate confidentiality agreement between you and
CA.
Notwithstanding the foregoing, if you are a licensed user of the software product(s) addressed in the Documentation,
you may print a reasonable number of copies of the Documentation for internal use by you and your employees in
connection with that software, provided that all CA copyright notices and legends are affixed to each reproduced copy.
The right to print copies of the Documentation is limited to the period during which the applicable license for such
software remains in full force and effect. Should the license terminate for any reason, it is your responsibility to certify
in writing to CA that all copies and partial copies of the Documentation have been returned to CA or destroyed.
TO THE EXTENT PERMITTED BY APPLICABLE LAW, CA PROVIDES THIS DOCUMENTATION "AS IS" WITHOUT
WARRANTY OF ANY KIND, INCLUDING WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE, OR NONINFRINGEMENT. IN NO EVENT WILL CA BE LIABLE TO THE END USER
OR ANY THIRD PARTY FOR ANY LOSS OR DAMAGE, DIRECT OR INDIRECT, FROM THE USE OF THIS DOCUMENTATION,
INCLUDING WITHOUT LIMITATION, LOST PROFITS, LOST INVESTMENT, BUSINESS INTERRUPTION, GOODWILL, OR
LOST DATA, EVEN IF CA IS EXPRESSLY ADVISED IN ADVANCE OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE.
The use of any software product referenced in the Documentation is governed by the applicable license agreement and
is not modified in any way by the terms of this notice.
The manufacturer of this Documentation is CA.
Provided with "Restricted Rights." Use, duplication or disclosure by the United States Government is subject to the
restrictions set forth in FAR Sections 12.212, 52.227-14, and 52.227-19(c)(1) - (2) and DFARS Section
252.227-7014(b)(3), as applicable, or their successors.
Copyright © 2010 CA. All rights reserved. All trademarks, trade names, service marks, and logos referenced herein
belong to their respective companies.
Contact CA Technologies
Contact CA Support
For your convenience, CA Technologies provides one site where you can access
the information you need for your Home Office, Small Business, and Enterprise
CA Technologies products. At http://ca.com/support, you can access the
following:
■ Online and telephone contact information for technical assistance and
customer services
■ Information about user communities and forums
■ Product and documentation downloads
■ CA Support policies and guidelines
■ Other helpful resources appropriate for your product
Provide Feedback
If you have comments or questions about CA Technologies product
documentation, you can send a message to [email protected].
If you would like to provide feedback about CA Technologies product
documentation, complete our short customer survey, which is available on the
CA Support website at http://ca.com/docs.

Contents

Chapter 1: PMO Accelerator Overview 9
Chapter 2: Install the PMO Accelerator 11
How to Install Add-Ins ........................................................................ 11
Download the .iso Image File .............................................................. 12
Extract the .jar File ....................................................................... 13
Stop the Services ......................................................................... 14
Install the Add-In ......................................................................... 15
Start the Services ......................................................................... 16
Apply the Add-In ......................................................................... 18
Chapter 3: Project Lifecycle 21
About the Project Lifecycle .................................................................... 21
Project Lifecycle Processes .................................................................... 22
Project Templates ............................................................................ 23
How to Work with the Idea Review Process ..................................................... 25
Create an Idea ........................................................................... 26
How to Work with the Create Major IT Project Process .......................................... 29
How to Work with the Document Review Process ............................................... 30
Upload and Submit Documents for Review .................................................. 30
Create a Project from a Project Template ....................................................... 32
How to Work with the Issue Review and Escalation Process ...................................... 35
Create Issues ............................................................................. 36
Chapter 4: Value Metrics, Quality and Additional Documents 39
Define Value Metrics .......................................................................... 40
Create a Status Report ........................................................................ 43
Create a Quality Attribute ..................................................................... 45
Create a Scope Statement .................................................................... 46
Create a Program Management Plan ........................................................... 48
Chapter 5: General Pages and Portlets 49
Sponsor Tab ................................................................................. 49
Projects View Portlet ...................................................................... 50
Projects by Budgeted Cost Portlet .......................................................... 51
Contents 5
Projects KPIs by OBS Portlet ............................................................... 52
Portfolio Dashboard Tab ....................................................................... 55
My Portfolios Portlet ....................................................................... 55
Portfolio Benefits and Costs Portlet ......................................................... 57
Portfolio Investment Benefits by Goal Portlet ............................................... 58
Program Dashboard Tab ...................................................................... 58
Program Manager Schedule Dashboard Portlet .............................................. 59
Program Manager Cost Dashboard Portlet .................................................. 68
PM Alerts Tab ................................................................................ 75
Schedule Performance Portlet .............................................................. 76
Staffing Portlet ........................................................................... 78
Milestones Portlet ......................................................................... 80
Current Issues Portlet ..................................................................... 81
Project Dashboard Tab ........................................................................ 83
Project Manager Schedule Dashboard Portlet ............................................... 84
Project Manager Cost and Effort Dashboard Portlet .......................................... 86
Issues and Risks Tab ......................................................................... 88
Issue Management Portlet ................................................................. 89
Risk Management Portlet .................................................................. 91
Chapter 6: Portfolios Pages and Portlets 93
Scorecard Tab ................................................................................ 93
Balance Portlet ........................................................................... 94
Investments Portlet ....................................................................... 96
Financials Portlet ......................................................................... 99
Capacity Tab ................................................................................ 100
Resource Gantt Portlet ................................................................... 101
Role Capacity and Demand Portlet ........................................................ 102
Performance Tab ............................................................................ 103
Financial Performance Portlet ............................................................. 104
Key Performance Indicators Portlet........................................................ 112
Resources Tab ............................................................................... 114
Resource Capacity and Allocation Portlet .................................................. 114
Resource Allocations ..................................................................... 116
Financials Tab ............................................................................... 117
Capital vs Expense Budget and Forecast Portlet ............................................ 118
Capital vs Expense by Period Portlet ...................................................... 120
Capital vs Expense Variance By Period Portlet.............................................. 121
Chapter 7: Viewing the Dashboard Tab 123
Dashboard Tab .............................................................................. 123
6 PMO Accelerator Product Guide
PMO-Program Status Page Layout ............................................................ 124
Cost, Schedule, Risk Portlet .............................................................. 125
Project Analysis Portlet ................................................................... 127
Resource Utilization Portlet ............................................................... 129
Resource Utilization Percentage by Month Portlet .......................................... 130
Program Project Status Portlet ............................................................ 131
PMO-Project Status Page Layout .............................................................. 132
Project Status Reports Portlet............................................................. 133
Project Baselines Portlet .................................................................. 134
Actuals by Transaction Type .............................................................. 135
Alerts Portlet ............................................................................ 136
Project Quality Attributes Portlet .......................................................... 138
Team Utilization Portlet .................................................................. 139
PMO-Project Storyboard Page Layout ......................................................... 140
Upcoming Milestones Portlet .............................................................. 141
Earned Value Phase Analysis Portlet ....................................................... 142
Issues by Priority Portlet ................................................................. 144
Late Tasks and Milestones Portlet ......................................................... 147
Team Capacity Portlet .................................................................... 148
Team Member Task Summary Portlet ..................................................... 149
Chapter 8: Resource Management Portlets 151
Timesheet Overview ......................................................................... 151
Timesheet Review Tab ....................................................................... 151
Timesheet Review Portlet ................................................................. 152
Pending Estimates Portlet ................................................................ 153
Chapter 9: Additional Portlets 155
Project Cycle Time Analysis Portlet ............................................................ 156
Project Lifecycle Review Portlet ............................................................... 157
Process Bottlenecks Portlet ................................................................... 158
Chapter 10: Lookup Mapping 161
About Lookup Mapping ....................................................................... 161
Create a Lookup Mapping List ................................................................ 162
Delete a Lookup Mapping List ................................................................ 163
Chapter 11: Crystal Reports 165
Access to Crystal Reports .................................................................... 166
Capacity vs. Demand By Role ................................................................ 167
Contents 7
Capacity vs. Demand By Resource ............................................................ 170
Program Schedule Review .................................................................... 173
Project Storyboard ........................................................................... 177
Resource Availability ......................................................................... 183
Resource Forecasted Utilization ............................................................... 185
Resource Forecasted Utilization Detail ......................................................... 188
Timesheet Detail Report ..................................................................... 191
Chapter 12: Access Groups 195
PMO Accelerator Business Sponsor Group ..................................................... 195
PMO Accelerator Portfolio Manager Group ..................................................... 197
PMO Accelerator Program Manager Group ..................................................... 204
PMO Accelerator Project Manager Group ...................................................... 212
PMO Accelerator Team Member Group ........................................................ 221
Chapter 13: Sample Data 225
Portfolios.................................................................................... 226
Projects ..................................................................................... 228
Services .................................................................................... 229
Programs ................................................................................... 230
Applications ................................................................................. 231
Assets ...................................................................................... 232
Ideas Examples ............................................................................. 232
Resources ................................................................................... 234
Resource Roles .............................................................................. 235
Cost/Rate Matrices .......................................................................... 235
Consulting Cost and Billing Matrix ......................................................... 236
Financial Cost and Rate Matrix ............................................................ 236
Project Plan Templates ....................................................................... 237
Development Lifecycle Template .......................................................... 237
Organizational Breakdown Structures (OBS) ................................................... 237
Business Unit OBS ....................................................................... 238
Resource Pool OBS ....................................................................... 238
Security OBS OBS ....................................................................... 239
Security OBS - Pages OBS ................................................................ 239
Index 241

8 PMO Accelerator Product Guide
Chapter 1: PMO Accelerator Overview

The PMO Accelerator add-in is a collection of content designed for project
portfolio management that is not tied to any specific industry. In addition, the
PMO Accelerator provides a collection of CA Clarity PPM content that your
organization does not have to create and enables you to support your existing
program management office (PMO) operations. The add-in is useful for
managing and gaining insight into project, program, and portfolio performance.
These topics describe the collection of content and include detailed information
about the portlets, access groups, reports, queries, and pages included in the
add-in. The portlets provide an overall view across your projects, giving you a
clear understanding of what is going on in your environment.
Sample data is included with the PMO Accelerator, but only as an optional
installment. The sample data includes resources, resource roles, a project plan
template, projects, services, applications, programs, portfolios, ideas, cost/rate
matrices, and organizational breakdown structures (OBS).

Chapter 1: PMO Accelerator Overview 9