Do you have a handle on investment management but are not sure how to manage your resources effectively? All you need are straight A's, four of them to be precise: availability, allocation, assignment and actuals. Attending this session will give you a solid view of what the four A's are and how the four A's relate, and you will be well on your way to becoming a Resource Management rock star. For more information, please visit http://cainc.to/Nv2VOe

1. Pre-Con Education: CA Project and Portfolio
Management v14.x Get Straight As in
Managing Resources Effectively
Kismet Silva-Smith
Agile Management
CA Technologies
Instructor
AMX04E
@CAPPM
#CAWorld

2. 3 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Abstract
Do you have a handle on investment
management but not sure how to manage your
resources effectively? All you need are Straight
As - four (4) of them to be precise; Availability,
Allocation, Assignment and Actuals. Attending
this session will give you a solid view of the
"what and the how" the 4 As relate and you will
be well on your way to becoming a Resource
Management Rock Star!
Kismet
Silva-Smith
CA Technologies
Instructor

3. 4 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Agenda
WHAT IS RESOURCE MANAGEMENT?
AVAILABILITY
RESOURCE PLANNING ROCK STAR VIEWS
ALLOCATION
ASSIGNMENTS
ACTUALS
1
2
3
4
5
6

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Summary
A Few Words to Describe Resource Management
Results
Resource management is the efficient and effective deployment of an organization's resources when they
are needed
Organizations manage all their resources: employees, contractors, partners, and suppliers
Organizations interact with many partners and suppliers on a daily basis, with intertwined business
processes

5. CA Product and Portfolio Management
(PPM) 4 As

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Let’s Define Them!
 Availability – The state of being able to be obtained or used
 Allocation – The state of being designated for a
special purpose
 Assignment – The state of being appointed to perform a
specific duty
 Actual – The state of completed work

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Availability
 When a resource is present and ready for use;
at hand; accessible
 When a resource is capable of being attained
 When a resource is willing to serve or assist

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Demo
 Resource Properties
 Calendar
– Standard Calendar
– Resource Calendar
– Shifts
– Non-Working Time

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Availability
 This is the percentage of time a resource is booked to an
investment, determined by the:
– Start and end date of the resource on the investment
– Hours that the resource works in a day
– Percentage allocation of the resource on the investment
– Non-working time of the resource
Allocation may be Formal
 Hard Book
 Resource Requisition
Allocation may be Informal
 Soft Book

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Demo
 Team
— Default
— Allocation Segments
— Allocation Detail
— Capitalization %
— Cost Plan based on
Investment Team
 Resource
— Allocation Summary
— Allocation Detail
 Resource Requisition
— Project Manager requests
— Resource Manager fills request

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Assignment
 This is when you associate a resource to a task to complete
the work.
 Estimate to Complete (ETC)
– This is the number of hours planned to complete each task,
determined by:
 A resource’s assignment to a specific task
 The resource's allocation percent to the project

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Demo
 Task
– Effort Task
– WBS
– ETC
– Cost Type
– Cost Plan based on Task Assignments

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Actuals
 This is the work that has been completed by resources
on tasks.

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Demo
 Timesheets
– Actual work
– Save
– Proposed ETC
– Pending Actuals
– Submit/Approve/Post
 Portlets
– Team Member Task Summary
– Task Assignment
– Timesheet Overview

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Resource Management Portlets
 Resource Planning
– Workloads
– Allocations
– Unfilled Allocations
– Bookings
– Top Down Planning
– Organizational Demand
– Capacity
– Scenarios

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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