The document discusses resource management in organizations. It explains that resource management involves efficiently deploying resources like employees, contractors, and suppliers when needed. It also describes the four As of resource management - Availability, Allocation, Assignment, and Actuals. Attendees of the session will learn how these four aspects relate to effectively managing resources and becoming a "Resource Management Rock Star."

1. ca Intellicenter
Get straight A’s in Managing
Resources Effectively
Mindy Calderon
Senior Instructor, North America
CA Technologies
ICX06E #CAWorld

2. Abstract
Do you have a handle on investment management but
not sure how to manage your resources effectively? All
you need are Straight A's - 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 A's relate and you will be well
on your way to becoming a Resource Management Rock
Star!
Mindy
Calderon
CA Technologies
Senior Instructor
2 © 2014 CA. ALL RIGHTS RESERVED.

3. Agenda
WHAT IS RESOURCE MANAGEMENT
AVAILABILITY
ALLOCATION
ASSIGNMENTS
ACTUALS
RESOURCE PLANNING ROCK STAR VIEWS
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4. 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
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5. Definitions
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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6. CA Clarity PPM’s 4 A’s

7. AVAILABILITY
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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8. Demo
• Calendar
• Standard Calendar
• Resource Calendar
• Shifts
• Non Working Time

9. ALLOCATION
Allocation
This is the percentage of time a resource is booked to the
investment, determined by the:
• Start and end date of the resource on the project
• Hours that the resource works in a day
• Percentage allocation of the resource on the project
• Non-working time of the resource
Allocation may be Formal
• Hard Book
• Resource Requisition
Allocation may be Informal
• Soft Book
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10. 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

11. ASSIGNMENT
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
11 © 2014 CA. ALL RIGHTS RESERVED.

12. Demo
• Task
• Effort Task
• WBS
• ETC
• Cost Type
• Cost Plan based on Task Assignments

13. ACTUALS
Actuals
This is the work that has been completed by resources on tasks
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14. Demo
• Timesheets
• Actual work
• Save
• Proposed ETC
• Pending Actuals
• Submit/Approve/Post
• Portlets
• Team Member Task Summary
• Task Assignment
• Timesheet Overview

15. Resource Management Portlets
 Resource Planning
– Workloads
– Allocations
– Unfilled Allocations
– Bookings
– Top Down Planning
– Organizational Demand
– Capacity
– Scenarios
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16. For More Information
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from following “More Info Graphics” slide here;
Management Cloud
ensure it links to correct page
To learn more about Management Cloud,
please visit:
http://bit.ly/1wEnPhz
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17. For Informational Purposes Only
Terms of this Presentation
© 2014 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
This presentation provided at CA World 2014 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.
17 © 2014 CA. ALL RIGHTS RESERVED.