Ca clarity ppm v13 differences course

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CA Clarity PPM v13 Differences Overview
Access Applications Menu
Navigate the Application
Configure the Favorites Menu
Edit Data Using InLine Editing
Use Auto-suggest to Select Values for Fields
Object Sub-menu
Page Button Changes
Interactive Gantt
Assign Resources to Tasks from the Resource Pool
Task Assignment View
Open Workbench v2 Differences
MS Project 2010 Differences

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Ca clarity ppm v13 differences course

  1. 1. Guiding Your Best Path to PPM, ITSM & Governance CA Clarity PPM™ V13 Differences Course Including Open Workbench v2 & Microsoft® Project 2010Presenter:Allan Mills, MPM, PMP, Solutions Architect, Digital CelerityTele: (410) 507-1938 | allan.mills@digitalcelerity.com www.digitalcelerity.com Thursday, March 15, 2012 Guiding Your Best Path to PPM Best Practices & Governance
  2. 2. CA Clarity™ PPM V13 Differences Instructor Allan Mills, MPM, PMP4 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  3. 3. CA Clarity™ PPM V13 Differences Including Open Workbench v2 and MS Project 2010Allan Mills, MPM, PMP Bio As senior member of Digital Celerity’s global CA Clarity PPM Practice, Allan works with senior executives and PMO professionals to architect and implement, Project Portfolio Management (PPM) solutions leveraging CA Clarity PPM and best practices. He is a Clarity PPM Certified expert on all PPM business processes and core modules including Project Management, Resource Management, Portfolio Management, Crystal Reporting and Studio. As clients consistently reference, Allan is a highly-experienced practitioner of Microsoft Project and Open Workbench, as well as the integration and expert training of those tools with CA Clarity PPM. His delighted clients include Perdue Farms Inc., Independence Blue Cross, BNP Paribas, CareFirst Blue Cross Blue Shield, ERIE Insurance, and Economical Insurance where Allan delivered expert consulting and training services. Allan has been an active volunteer in the Project Management Institute for many years and was recently appointed to the Board of Directors for the Project Management Institute – Education Foundation.5 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  4. 4. CA Clarity™ PPM V13 Differences Including Open Workbench v2 and MS Project 2010 Course Curriculum  CA Clarity PPM v13 Differences Overview  Access Applications Menu  Navigate the Application  Configure the Favorites Menu  Edit Data Using InLine Editing  Use Auto-suggest to Select Values for Fields  Object Sub-menu  Page Button Changes  Interactive Gantt  Assign Resources to Tasks from the Resource Pool  Task Assignment View  Open Workbench v2 Differences  MS Project 2010 Differences6 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  5. 5. CA Clarity™ PPM V13 Differences7 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  6. 6. CA Clarity™ PPM V13 Differences Clarity version 13 Login PageAccess Applications Menu Clarity version 12 Login Page 11 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  7. 7. CA Clarity PPM V13 DifferencesAccess Applications Menu In Clarity v 13, when the application menu is In previous versions of not in use, the menu Clarity the application headings are all that you see. menu displays on the left pane of Clarity. In Clarity v 13, the menu entries display when the cursor is on the menu heading. 12 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  8. 8. CA Clarity PPM V13 DifferencesNavigate the Application In previous versions of Clarity, the title bar includes several icons with links. In Clarity Release 13, the title bar includes basic links. In Clarity Release 13, the tool bar and portlets include User icons. In Clarity Release 13, the Personalize option is a User icon. In Clarity Release 13, the Manage Tabs option is a User icon.14 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  9. 9. CA Clarity™ PPM V13 DifferencesNavigate the Application Back button and Recent button (New in Clarity Release 13) In Clarity v 13, the Back button takes you to the previous page. In Clarity v 13, the Recent button lists the previous pages you have accessed during this session. You can click on the link to return to the page. 15 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  10. 10. CA Clarity™ PPM V13 DifferencesNavigate the Application The Filter option has changed from Collapse/Expand to the + option and is on the left side. The Actions dropdown option is now an Options icon on the right. The progress indicator is displayed as a rotating circle on the upper right side of the page. 16 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  11. 11. CA Clarity PPM V13 DifferencesNavigate the Application The Font Settings option has been removed from the Action Settings page.  Use CTRL + or CTRL – to increase or shrink the Font size. Guiding Your Best Path to PPM Best Practices & Governance
  12. 12. CA Clarity PPM V13 DifferencesConfigure the Favorites Menu In Clarity v 13,  Add links to pages you access regularly  Organize the entries into sections  Create links for actions such as: • Create a project • Run a report 19 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  13. 13. CA Clarity PPM V13 DifferencesConfigure the Favorites Menu In Clarity v 13,  Add Current: Add a link to the current page (not available for all pages)  Configure: Manage the menu items and sections  Refresh: Updates the favorites menu to reflect configuration changes 20 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  14. 14. CA Clarity PPM V13 DifferencesEdit Data Using InLine Editing If a field has been updated but the Click on a field to enable save button has not be clicked ,the InLine editing. Unsaved edit indicator is displayed . 22 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  15. 15. CA Clarity PPM V13 DifferencesUse Auto-suggest to Select Values for Fields Type the first few A filtered list of values that letters of the value include the entered letters is displayed. you are looking for. 24 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  16. 16. CA Clarity PPM V13 DifferencesObject Subtabs Changes In Clarity v 13, Object Properties Main submenus are only visible when the cursor is on the menu heading and under the section called “Main”. In previous versions of Clarity, Object Properties Main subtabs are always visible and on the top page. 26 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  17. 17. CA Clarity PPM V13 DifferencesObject Subpage Changes In Clarity Release 13, Object submenus are only visible when the cursor is on the menu heading and all submenus are in a dropdown list. In previous versions of Clarity, Object sub pages list are always visible and on the top and left of the page. 27 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  18. 18. CA Clarity PPM V13 DifferencesAction Button Name Changes 28 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  19. 19. CA Clarity PPM V13 DifferencesAction Button Name Changes In previous versions of Clarity, In Clarity v 13, the three action buttons on a page are: the three action buttons on a page are: Save – Saves the record and stays on the Save – Saves the record and stays on the page page Submit – Saves the record and moves back to Save and Return - Saves the record and the previous page moves back to the previous page Cancel – Returns to the previous page Return – Returns to the previous page 29 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  20. 20. CA Clarity PPM V13 Differences In previous versions of Clarity, Task / Work Breakdown Structure pagesInteractive Gantt Chart are used for reviewing the schedule.in Clarity v 13,an Interactive Gantt replacesthe Task / Work BreakdownStructure pages. Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 31
  21. 21. CA Clarity PPM V13 DifferencesInteractive Gantt Chart Clicking the Gantt Icon in the My Projects portlet or on the Projects List page opens the Interactive Gantt in a pop-up window.32 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  22. 22. CA Clarity PPM V13 Differences Clicking the Gantt Link inInteractive Gantt Chart the Project / Tasks tab opens the Interactive Gantt in a pop-up window. Clicking the Clarity Gantt link in the Projects Open in Scheduler dropdown opens the Interactive Gantt in a pop-up window. 33 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  23. 23. CA Clarity PPM V13 DifferencesInteractive Gantt Chart The Interactive Gantt has a toolbar for easy access to functionality. 34 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  24. 24. CA Clarity PPM V13 Differences The Task Hierarchy can beInteractive Gantt Chart adjusted using the toolbar (indent or outdent tasks).35 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  25. 25. CA Clarity PPM V13 DifferencesInteractive Gantt Chart InLine Edit is available on the Gantt chart fields. 36 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  26. 26. CA Clarity PPM V13 DifferencesInteractive Gantt Chart Drag and Drop enables changing tasks dates or creating dependencies between tasks. 37 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  27. 27. CA Clarity PPM V13 DifferencesAssign Resources to Tasks from the Resource Pool Select the Resources or Roles to be added and click on the Add button. Use the Browse icon, if displayed, to add more resources or roles. All Clarity Resources and Roles are The Team Member column indicates whether the available to assign to the task. Resource/Role is a team member. You can select any Resource/Role even if not a Team Member.38 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  28. 28. CA Clarity PPM V13 DifferencesAssign Resources to Tasks from the Resource Pool The new Roles or Resources are assigned.39 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/24/2012
  29. 29. CA Clarity PPM V13 Differences Task Assignment View  Users can view and edit time varying ETCs enabling more accurate planning of project work. Click on the link for a task in the Gantt chart.41 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  30. 30. CA Clarity PPM V13 DifferencesTask Assignment View Edit the time varying ETC directly on the page. Remember: Red carats indicate the changes have not been saved. 42 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  31. 31. Open Workbench v2 Differences43 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  32. 32. Open Workbench v2 Differences Differences New User Interface Quick Search Selective Scheduling Quick Creation of Project Plans44 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  33. 33. Open Workbench v2 DifferencesNew Launch Location in Clarity The Launch Scheduler option on the Project Properties: Main page is now on the right side. 45 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  34. 34. Open Workbench v2 DifferencesNew Features A new ribbon interface provides easy access to all commands found in the Open Workbench toolbar and menus. 46 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  35. 35. Open Workbench v2 DifferencesNew Features The Tasks tab has the following new features. 1. An option to quickly change rows from Phase to Task to Milestone. 2. An Indent/Outdent feature for configuring the WBS. 3. A Quick Search feature with Extended Find and Find Next. 1 2 3 Note: There is still only one undo. 47 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  36. 36. Open Workbench v2 DifferencesNew Features The Project tab has the following new features. 1. The icon for Autoschedule is labeled Autoplan. 2. The icon for the Highlight file is labeled Colors and Shapes. 48 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  37. 37. Open Workbench v2 DifferencesNew Features Click on the drop-down for the Quick Access Toolbar to: 1. Add or remove commands. 2. Minimize the Ribbon. 49 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  38. 38. Open Workbench v2 DifferencesNew Features 1. Click on the circular File icon to access the standard file commands. 2. The former Options command is labeled Properties. 50 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  39. 39. Open Workbench v2 DifferencesNew Features 1. Colored tabs are displayed at the top when 2 or more views or projects are open. 2. Click on the “X” in the tab to close the view. 3. The About and Help icons are in the upper right-hand corner. 51 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  40. 40. Open Workbench v2 DifferencesNew Features Autoschedule Specific Tasks 1. Highlight the tasks/milestones to be autoscheduled by clicking on the row headers. 2. Right-click on the highlighted tasks/milestones. 3. Click on the Autoschedule command. 52 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  41. 41. Open Workbench v2 DifferencesNew Features Autoschedule Specific Tasks 1. The Autoschedule box is displayed. 2. Set the options as needed. 3. Click OK. 1. Only the selected tasks are re-scheduled. 2. Dependency Violations may occur. 53 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  42. 42. Microsoft® Project 2010 Differences54 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  43. 43. Microsoft® Project 2010 Differences Quick Launch Toolbar Functional Ribbon Bar Project Timeline and Full Schedule Display Add New Column and Manual Schedule Options55 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  44. 44. Microsoft® Project 2010 Differences MS Project 2007 and earlier versions have theNew MSP Features 1. Standard View Menu and 2. Toolbar. MS Project 2010 has a 1. Quick Launch Toolbar and 2. Functional Ribbon Bar. 56 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  45. 45. Microsoft® Project 2010 DifferencesNew MSP Features Click on the drop-down option for the Quick Launch Toolbar to 1. Turn on/off common commands and 2. Add less commonly used commands. 57 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  46. 46. Microsoft® Project 2010 DifferencesNew Features Click on the file tab 1. for access to the common File commands. 2. The Options command is in the File list.58 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  47. 47. Microsoft® Project 2010 Differences The Project Options dialog box accessed from File/OptionsNew Features 1. Contains the option settings you are familiar with from earlier versions. 2. The Customize Ribbon command allows you to make changes to the functional ribbon. 59 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  48. 48. Microsoft® Project 2010 Differences The CA Clarity PPM Integration tabNew Features provides the same access to Clarity. 60 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  49. 49. Microsoft® Project 2010 DifferencesNew Features Right click on View Navigation bar on the left-side to switch to a different view or display/turn off the View Bar. 61 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  50. 50. Microsoft® Project 2010 Differences 1. You can display a Timeline displaying the entire lengthNew Features of the project. 2. Turn the Timeline off/on in the View tab. 3. An “Add New Column” option is available to quickly add a new field to a view. 4. You can set a task to manually schedule. A Push-Pin is displayed if this option is set. 62 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  51. 51. Microsoft® Project 2010 Differences 1. Click on Entire Project in the View tab to display the wholeNew Features schedule in the Gantt chart.2. There are quick access icons for the following views in the bottom- right of the screen. c. Gantt Chart d. Task Usage e. Resource Sheet 63 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity
  52. 52. Thank You Global User Group CA Clarity PPM v13 Differences Course Self-Paced Training64 Guiding Your Best Path to PPM Best Practices & Governance
  53. 53. Questions?We have answers… Allan Mills, MPM, PMP, Solutions Architect, Tele: (410) 507-1938 | allan.mills@digitalcelerity.com65 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/25/2012
  54. 54. Thank You! For attending CA Clarity PPM v13 Differences Course Self-Paced, CBT Package Free when you upgrade with DC66 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 3/25/2012

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