Getting Started with the CA PPM New User Experience

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In the emerging application economy, project confidence is essential. The 
New User Experience
 provides you with a convenient way to keep teams informed and connected throughout the project life cycle. The 
New User Experience
 engages your team and becomes an intuitive and natural extension of their work tasks and goals. Management does not want any surprises. They also need the data to tell an accurate story so that it can be trusted to make sound business decisions. The next-generation of 
CA PPM
, available in the 
New User Experience
, delivers this robust new functionality.
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Video: Introducing the 
CA PPM
 
New User Experience
The dynamic new features your team needs to manage projects, track tasks to completion, communicate status, and record timesheets are here. The following video introduces you to the CA PPM 15.x 
New User Experience
. The 
New User Experience
 engages your team to manage projects and timesheets in dynamic new ways. These exciting new features were introduced in 
CA PPM
 15.1 and have been expanded in subsequent releases.
The following video is provided by CA Technologies:

Log in and Get Started
Your 
CA PPM
 administrator provisions the 
New User Experience
 so that it is ready for you to use. In addition, your administrator sets some system options in Classic 
CA PPM
 so that the two systems work together.
  • Expect your administrator to provide you with the URL and login credentials. 
  • To view the list of supported languages, see 
    International Support
     in the Release Notes.
  • To set your personal avatar image, see Personalize CA PPM.
While you wait for the login instructions from your administrator, take some time to review the documentation. Get comfortable with your game-changing new project and portfolio management solution. 
The
New User Experience
automatically saves your work. Your information and data is always up to date, safe, and secure.
Reset Password (Forgot Password)
You can click Forgot Password on the login page to display a dialog box where you can enter a username and click Send Email. The password reset instructions are sent to you by email.
This feature is available only when all of the following conditions are true:
  • Email is configured in the CSA (
    CA PPM
    Administration). On Premise customers can check with their system administrators to verify the configuration. SaaS customers can contact CA Support.
  • You are an active resource in 
    CA PPM
    . You cannot reset a password if your account is inactive or locked.
  • You attempt to log in to the 
    New User Experience
    and an error message appears. The Forgot Password option is not available on the classic login page.
  • Your system is not actively using single sign-on (SSO).
 
Enable the 
New User Experience
As an administrator, see 
Enable the New User Experience
 in Configure General System Settings. To ensure that all project fields appear in the 
New User Experience
, install the PMO Accelerator add-in in Classic 
CA PPM
. See Install the PMO Accelerator Add-In and PMO Sample Data.
  
Create a Menu Link in Classic PPM to the 
New User Experience
By default, the 
New User Experience
 is not available from Classic 
CA PPM
. As an administrator, you can create a menu link using external object actions. Users can click the menu link to access the 
New User Experience
.
Follow these steps:
  1. Log in to the classic
    CA PPM
     user interface.
  2. Click
    Administration
    ,
    Studio
    ,
    Objects
    .
  3. Click the
    Project
    object.
  4. Click the
    Actions
    tab and click
    New
    .
  5. On the
    Create Action
    page, shown in the following image, create an external object action.
    Image showing how to create an external object action.
    : For the URL, enter
    http(s)://<cappm_server_name>/pm
    . To link to the new timesheets, enter
    http(s)://<cappm_server_name>/pm/#/timesheets
    . To learn more, see Configure General System Settings.
  6. Click
    Administration
    ,
    Studio
    ,
    Menu Manager
    .
  7. In the list, click
    Application Menu
    .
  8. On the 
    Menu: Application Menu - Menu Hierarchy
    page, click
    Add
    1. Create a menu link. 
    2. Associate the external object action with the menu link.
  9. On the
    Menu: Application Menu - Create Menu Item
    page, select the
    Action Link
    option, and click
    Next
    .
  10. On the 
    Menu: Application Menu - Menu Item Properties
    page, shown in the following image, create the menu link.
    Image showing how to create a menu link.
  11. Log out of 
    CA PPM
     and log back in. 
  12. The new menu link to the 
    New User Experience
     appears in your selected
    Parent Menu Item
    .
    Image showing the link to the New User Experience.
  13. Click the menu link to display the 
    New User Experience
    .
 
: To view the new resource management features in this release, you need the
Resource Management - Navigate
 access right. Without this right, the Resources menu on the left side of all pages does not appear. Without this right, you might see the following message if you click a menu link such as
http://<server>/pm/#/resourcemanagement
:
You do not have rights to access the resource management application
The right is not object-based; it only restricts navigational access. If you have access, your booking rights and filters determine the resources that you see on the Resource Investment view. As the named resource manager, you also see those resources.
View Documentation by Role or Persona
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All Roles
Users in all roles can enhance their productivity in the 
New User Experience
. For your convenience, we organize features by persona; however, users with the appropriate access rights can use any available features. Your organization can configure 
CA PPM
, and you can personalize it.
Recommended Topics:
 
Administrator
CA PPM
 fits inside the larger IT and business goals of your organization. As an administrator, you configure 
CA PPM
 including the 
New User Experience
 and any additional add-ins, connectors, and integrations.
Recommended Topics:
Switch to the English editon of the documentation to view more, including the following sections:
  • Installing and Upgrading
  • Reference
Project Coordinator
Barb Hudson is a project coordinator. She has been with the company for seven years and is responsible for staffing multiple projects. She strategically thinks about the team of resource managers that she works with, their requirements, and about the available resources.
After analyzing the organization staffing and business growth objectives, she has made the hiring and staffing process best in class. Using CA PPM, she draws insights from the data and analytics to make people smarter and more efficient. She knows who her key resource managers are, has cultivated those relationships, and is comfortable collaborating with them to achieve staffing goals. With Derrick, the resource manager, she engages in conversations and solves staffing issues. She regularly communicates with her management team to solve staffing problems and provide status updates.
This image shows common questions that a project coordinator wants to answer
This image shows common questions that a project coordinator wants to answer
Recommended Topics:
Project Manager
Nicole Fleming is a project manager. She has been with the company for three years and now manages multiple projects simultaneously. Because each project is unique, she is always looking for ways to do common tasks quickly. She uses the skills that she has picked up from volunteering to inspire her team, which has led to more open and regular communication. Her team has gotten better at keeping her up-to-date on the status of tasks. However, in collaboration with Derrick Joseph, the Resource Manager, she still has to remind them to complete their timesheets. Ultimately, she wants to keep her teams happy and productive and let them own their work. She regularly communicates with her management team face-to-face or through email to solve problems and provide status updates.
 
This image shows common questions that a project manager wants to answer
This image shows common questions that a project manager wants to answer
Recommended Topics:
 
Resource Manager
Derrick Joseph is a resource manager. He has been with the company for five years and now manages team members on multiple projects. By strategically thinking about his team and their accomplishments, he has developed a successful process to help ensure that the right people with the right skills are assigned to the appropriate projects. He looks to the future to develop capabilities and capacity. To anticipate future demand, Derrick performs resource capacity planning.
His team has gotten better at tracking their project time. However, in collaboration with Nicole Fleming, the Project Manager, he still has to remind the team to complete their timesheets. Ultimately, he wants to keep his teams happy and productive and let them own their work. With Barb, the Project Coordinator, he engages in conversations about staffing issues. He regularly communicates with his management team face-to-face, on calls, or through email to solve problems and provide status updates.
This image shows common questions that a resource manager wants to answer
This image shows common questions that a resource manager wants to answer
Recommended Topics:
Team Member
Mike Jones is a team member. Team members can include developers, engineers, architects, and other skilled resources. Mike is an enthusiastic team player who is ready to take on any task. His cheerful attitude makes him well-liked among his team, who can always count on him for a little comic relief when the projects get stressful. Mike is eager to become the team leader and likes to challenge himself by constantly learning and taking on multiple tasks at once. He sometimes gets frustrated with processes and data requirements that slow him down or do not make sense to him. For example, Mike is great about updating his tasks and user stories in CA Agile Central. However, his project manager, Nicole, works in a different system requiring him to update her by email. Sometimes, he forgets to enter his time accurately, which is another thing that Derrick, his Resource Manager, says that he needs to do. His priority is getting the day-to-day work done, so he complies as best he can and stays focused on the work.
 
This image shows common questions that a team member wants to answer
This image shows common questions that a team member wants to answer
Recommended Topics: