Clarity PPM v13 Presentation - Digital Celerity

Guiding Your Best Path to PPM, 

ITSM & Governance 

CA Clarity PPM V13 Differences Course 

Including 

Open Workbench v2 

& Microsoft ® Project 2010 

Presenter: 

Richard Shapiro, Engagement Manager, Digital Celerity 

www.digitalcelerity.com 

Friday, March 23, 2012 

Guiding Your Best Path to PPM Best Practices & Governance

CA Clarity PPM V13 

Differences 

Instructor 

Richard Shapiro 

2 Guiding Your Best Path to PPM Best Practices & Governance Copyright 2012 Digital Celerity 

3/19/2012

CA Clarity PPM V13 Differences 

Including Open Workbench v2 and MS Project 2010 

Presentation 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 

• Financial Management 

‣ Open Workbench v2 Differences 

‣ MS Project 2010 Differences 


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Differences 


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Differences 

CA Clarity PPM v13 Changes Overview 

‣ Navigation 

• Enables easy navigation utilizing consistent menus, links and User icons 

• Back and Recent buttons added 

‣ Favorites Bar 

• Create “bookmarks” to allow navigation quickly between commonly used 

screens 

• Categorize favorites for organization 

‣ InLine editing 

• Direct inline editing with click of mouse on list pages 

• Reverts back to display mode when edit is complete 

‣ Auto-suggest for lookup fields 

• Users can type in first few letters of value that you want in the field 

• Clarity offers a filtered view of selections to select an entry 


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Differences 

CA Clarity PPM v13 Changes Overview 

‣ Interactive Gantt 

• Manage Task Hierarchy 

• InLine editing 

• Create, edit, and view task dependencies in the Gantt chart 

• Supports drag and drop for changing task duration and dependencies 

‣ Assigning Resources To Tasks from a Resource Pool 

• On a project to project basis, choose resource pool or team only for 

assignments 

• If resource pool is selected then the entire resource pool is available to 

assign to a task 

‣ Task / Assignment View 

• See total planned work for assignments to a task 

• Editable time scaled view of how work is going to be executed 


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Differences 

Access Applications Menu 

‣ Menus contain links to the application functionality. 

‣ The menus do not use UI space when inactive. 

‣ The menus are activated by the cursor. 

‣ The available entries in the menu are defined by user rights. 

‣ Menus can also be accessed with shortcut keys. 


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Differences 

Clarity version 13 

Login Page 


Clarity version 12 

Login Page 


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Differences 

In previous versions of 

Clarity the application 

menu displays on the left 

pane of Clarity. 

In Clarity v 13, 

when the application menu is 

not in use, the menu 

headings are all that you see. 


the menu entries display 

when the cursor is on the 

menu heading. 


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Differences 

Navigate the Application 

‣ Navigation links are: 

• In the menus, portlets, and title bar 

‣ User Icons are: 

• In the toolbar and portlets 

‣ Back and Recent pages buttons (New in Clarity Release 13) 


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Differences 


In previous versions of Clarity, 

the title bar includes several 

icons with links. 

In Clarity Release 13, 

the title bar includes basic links. 


the tool bar and portlets include 

User icons. 


the Personalize option is a User icon. 


the Manage Tabs option is a User icon. 


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Differences 


‣ Back button and Recent button (New in Clarity Release 13) 


the Back button takes you to 

the previous page. 


the Recent button lists the 

previous pages you have 

accessed during this session. 

You can click on the link to 

return to the page. 


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Differences 


‣ 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. 


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Differences 

‣ 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


Differences 

Configure the Favorites Menu 

New Features in Clarity Release 13 

‣ Setting up a tailored menu improves navigation of Clarity 

‣ Add links to pages you access regularly 

‣ Organize the entries into sections 

‣ Create links for actions such as: 

• Create a project 

• Run a report 


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Differences 



‣ Add links to pages you access regularly 

‣ Organize the entries into sections 

‣ Create links for actions such as: 

• Create a project 

• Run a report 


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Differences 



‣ 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 


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Differences 

Edit Data Using InLine Editing 

New Features in Clarity Release 13 

‣ InLine editing makes data insertion / updates faster 

‣ All list pages can use InLine editing 

‣ Red triangles indicate fields that have been updated and not saved 

‣ Save button is clicked to confirm changes 

‣ Discard Changes button is clicked to discard changes 


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Edit Data Using InLine Editing 


Differences 

If a field has been updated but the 

save button has not be clicked ,the 

Unsaved edit indicator is displayed . 

Click on a field to enable 

InLine editing. 

19 

Guiding Your Best Path to PPM Best Practices & Governance 

Copyright 2012 Digital Celerity


Differences 

Use Auto-suggest to Select Values for Fields 

New Feature in Clarity Release 13 

‣ Auto-suggest helps to locate values for browse fields. 

‣ Type partial values into Auto-suggest fields and matched values 

are returned. 

‣ Works for multi-select fields 

‣ Works for filter fields 


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Differences 

Use Auto-suggest to Select Values for Fields 

Type the first few 

letters of the value 

you are looking for. 

A filtered list of values that 

include the entered letters 

is displayed. 


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Differences 

Object Subpage Menus 

‣ Similar display to the application menus 

‣ Reduces confusion due to many options on a page 


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Differences 



Object Properties Main 

submenus are only visible 

when the cursor is on the 

menu heading and under 

the section called “Main”. 


Object Properties Main subtabs 

are always visible and on the 

top page. 


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Differences 



Object submenus are only 

visible when the cursor is on the 

menu heading and all submenus 

are in a dropdown list. 


Object sub pages list are 

always visible and on the top 

and left of the page. 


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Differences 

Action Button Name Changes 


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Differences 

Action Button Name Changes 


the three action buttons on a page are: 

Save – Saves the record and stays on the 

page 

Submit – Saves the record and moves back to 

the previous page 

Cancel – Returns to the previous page 


the three action buttons on a page are: 

Save – Saves the record and stays on the 

page 

Save and Return - Saves the record and 

moves back to the previous page 

Return – Returns to the previous page 


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Differences 

Interactive Gantt Chart 

‣ Replaces the Task / Work Breakdown Structure page 

‣ Easy access to Gantt chart through icons and links 

‣ Gantt chart toolbar for easy access to features 

‣ Full multi-level task hierarchy 

‣ InLine edit mode is available to update tasks 

‣ Drag and Drop can be used to change task dates or create 

dependencies between tasks. 


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Differences 


Task / Work Breakdown Structure pages 

are used for reviewing the schedule. 

in Clarity v 13, 

an Interactive Gantt replaces 

the Task / Work Breakdown 

Structure pages. 

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Differences 

Clicking the Gantt Icon in the My 

Projects portlet or on the Projects 

List page opens the Interactive 

Gantt in a pop-up window. 


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Differences 


Clicking the Gantt Link in 

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. 

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Differences 


The Interactive Gantt has a 

toolbar for easy access to 

functionality. 


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Differences 


The Task Hierarchy can be 

adjusted using the toolbar 

(indent or outdent tasks). 


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Differences 


InLine Edit is available on 

the Gantt chart fields. 

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Differences 


Drag and Drop enables changing 

tasks dates or creating 

dependencies between tasks. 


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Differences 

Assign 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 

available to assign to the task. 

The Team Member column indicates whether the 

Resource/Role is a team member. You can select 

any Resource/Role even if not a Team Member. 


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Differences 


The new Roles or 

Resources are assigned. 


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Differences 


Non-Team Members assigned from the “pool” of 

resources are added to the Project Team. 


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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. 

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Differences 

Task Assignment View 

Edit the time 

varying ETC directly 

on the page. 

Remember: Red carats indicate the 

changes have not been saved. 

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Differences 

Financial Management Enhancements 

• New financial planning attributes for IIR, Modified IRR, and Payback 

Period 

• Cost plan is now Flat View, which allows for filtering and export to Excel 

• In cost plan, the actual transaction can be viewed (added via PMO 

Accelerator) 

• Cost plans are now process enabled 

• Cost plans can have various periods (e.g. Monthly, Quarterly) all within 

the same project 

• Addition custom TSV can be added (e.g. Committed) 

• Cost plan now can have up to 10 Group By attributes 


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Differences 

41 




Differences 

Differences 

‣ New User Interface 

‣ Quick Search 

‣ Selective Scheduling 

‣ Quick Creation of Project Plans 

42 




Differences 

New Launch Location in Clarity 

‣ The Launch Scheduler option on the Project Properties: Main 

page is now on the right side. 

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New Features 


Differences 

A new ribbon interface provides easy access to all 

commands found in the Open Workbench toolbar and menus. 

44 



New Features 


Differences 

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. 

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New Features 


Differences 

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. 

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New Features 


Differences 

Click on the drop-down for the Quick Access Toolbar to: 

1. Add or remove commands. 

2. Minimize the Ribbon. 

47 



New Features 


Differences 

1. Click on the circular File icon to access the standard 

file commands. 

2. The former Options command is labeled Properties. 

48 



New Features 


Differences 

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. 

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New Features 

‣ Autoschedule Specific Tasks 


Differences 

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. 

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New Features 

‣ Autoschedule Specific Tasks 


Differences 

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. 

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Microsoft ® Project 2010 

Differences 

52 




Differences 

‣ Quick Launch Toolbar 

‣ Functional Ribbon Bar 

‣ Project Timeline and Full Schedule Display 

‣ Add New Column and Manual Schedule Options 

53 



New Features 


Differences 

MS Project 2007 and earlier versions have the 

1. Standard View Menu and 

2. Toolbar. 

MS Project 2010 has a 

1. Quick Launch Toolbar and 

2. Functional Ribbon Bar. 

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Differences 

New 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. 

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New Features 


Differences 

Click on the file tab 

1. for access to the common File commands. 

2. The Options command is in the File list. 

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New Features 


Differences 

The Project Options dialog box accessed from File/Options 

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. 

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New Features 


Differences 

The CA Clarity PPM Integration tab 

provides the same access to Clarity. 

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Differences 

New Features 

Right click on View Navigation bar on the left-side to switch 

to a different view or display/turn off the View Bar. 

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Differences 

New Features 

1. You can display a Timeline displaying the entire length 

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. 

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New Features 


Differences 

1. Click on Entire Project in the View tab to display the whole 

schedule in the Gantt chart. 

2. There are quick access icons for the following views in the bottomright 

of the screen. 

c. Gantt Chart 

d. Task Usage 

e. Resource Sheet 

61 



Thank You 

Florida User Group 

CA Clarity PPM v13 

Differences Course 

Self-Paced Training 

62 Guiding Your Best Path to PPM Best Practices & Governance

Questions? 

We have answers… 

63 Guiding Your Best Path to PPM Best Practices & Governance 

Copyright 2012 Digital Celerity 

3/19/2012

Thank You! 

For attending 

CA Clarity PPM v13 

Differences Course 

Self-Paced, CBT Package 

Free when you upgrade with DC 


3/19/2012

Clarity PPM v13 Presentation - Digital Celerity

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