Organizational initiatives require a portfolio of project-related investment objects to make them a reality. Learn to create and maintain portfolios to create detailed inventory of your investments in CA Project and Portfolio Management (CA PPM). For more information, please visit http://cainc.to/Nv2VOe

1. Pre-Con Education: CA Project & Portfolio
Management v14.x - Building a Better
Portfolio
Kismet Silva-Smith
Agile Management
CA Technologies
Instructor
AMX09E
@CAPPM
#CAWorld

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For Informational Purposes Only
Terms of this Presentation
© 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies. The presentation provided at CA
World 2015 is intended for information purposes only and does not form any type of warranty. Some of the specific slides with customer
references relate to customer's specific use and experience of CA products and solutions so actual results may vary.
Certain information in this presentation may outline CA’s general product direction. This presentation shall not serve to (i) affect the rights
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product; or (ii) amend any product documentation or specifications for any CA software product. This presentation is based on current
information and resource allocations as of November 18, 2015, and is subject to change or withdrawal by CA at any time without notice. The
development, release and timing of any features or functionality described in this presentation remain at CA’s sole discretion.
Notwithstanding anything in this presentation to the contrary, upon the general availability of any future CA product release referenced in
this presentation, CA may make such release available to new licensees in the form of a regularly scheduled major product release. Such
release may be made available to licensees of the product who are active subscribers to CA maintenance and support, on a when and if-
available basis. The information in this presentation is not deemed to be incorporated into any contract.

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Abstract
Organizational initiatives require a portfolio of
investment objects to make them a reality. We
will demonstrate how to define and maintain
portfolios to create a detailed inventory of your
investments in CA Project and Portfolio
Management (CA PPM).
Kismet
Silva-Smith
CA Technologies
Instructor

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Agenda
WHAT IS PORTFOLIO MANAGEMENT?
BUILD A PORTFOLIO
ANALYZE A PORTFOLIO
CREATE, ANALYZE AND COMMUNICATE PORTFOLIO PLANS
1
2
3
4

5. What is Portfolio Management?

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Portfolio Management
 Portfolio Managers and Portfolio Stakeholders can use the
features to scope, plan, limit and distribute funds to high-
priority initiatives.
– Create
– Evaluate
– Manage
THE PROCESS OF DECIDING WHICH INVESTMENTS TO START, CONTINUE, DISCONTINUE OR POSTPONE.

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Portfolio Components
 Portfolios
– Configurable and process-enabled. Sync
updates based on user preference
 Plans
– Configurable, and process-enabled. Modify
plans and save as versions
 Targets
– Set and distribute cost, benefit, and
resource targets by time period
 Waterlines
– Drag & drop for investment ranking
– Use quick-view gauges for high-level
financial and capacity planning
 Dashboards, Portlets,
Reports
– Analyze portfolios with configurable
dashboards and portlets
– Collaborate with stakeholders using
OOTB reports

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Portfolio Definitions

9. Build a Portfolio

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Populate Portfolio Parameters
 When you create a portfolio, you establish
– Basic Information in the Properties Page
 Dates
 Financial targets for the distribution of your organizational budgets
– Investments to be added in the Content Editor Page

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Define Portfolio Contents
 There are three
methods available to
add or remove
contents to a
portfolio:
– Include or Exclude
Investments
– Build a Power Filter
– Individual Investments

12. Analyze a Portfolio

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Analyze a Portfolio – Targets
 The portfolio target costs and benefits are distributed evenly
between the start and finish dates of the portfolio.
To update a period value, click inside its time frame
Analyze the targets to see if you are going over or under the financial
limits

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Analyze a Portfolio – Waterlines
KNOWING HOW TO READ DATA ON THE WATERLINES PAGE WILL HELP ANALYZE INVESTMENT DATA
CORRECTLY.
 Toolbar
 Plan drop-down
 Aggregation Constraint
drop-down
 Waterline
 Gauges

15. Create, Analyze and Communicate Plans

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Create, Analyze and Communicate Plans
 Plans are “what-if?” tests to evaluate and fine-tune possible
portfolio updates that are required to meet portfolio targets:
– Ranking Rules
 Primary Constraint
 Ranking Attributes
– Analyze Aggregate Constraint and Ranking Rules (Waterlines)
– Scorecard, Analysis, Capacity and Financials Portlets
– Reports

17. Best Practices

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Best Practices
 Develop discrete portfolios by comparing similar investments
 Use power filters to define content
 Establish investment prioritization teams according to
portfolio
– Ranking attributes need to have values populated on all investments
 Align with investment models for executive leadership teams
and steering committees

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Best Practices Continued
 Synchronize portfolios on a regular basis (Reality)
 Create portfolio specific Waterlines view

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Summary
A Few Words about Portfolio Management
Results
Portfolio Management is the process of deciding which investments to start, continue, discontinue or
postpone
Managing an entire portfolio enables you to measure overall financial effectiveness, optimize resource
allocation, review inefficient projects and eliminate redundant efforts
You can create a detailed inventory of all your projects, applications, assets, products, ideas and other
investments

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Q & A

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For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15