Getting Started with the New User Experience

The cappm ppmnew provides a convenient way to keep your entire team informed and connected throughout the entire project life cycle. The ppmnew engages your team and becomes an intuitive and natural extension of their work tasks and goals. Management does not want any surprises and needs the data to tell an accurate story so that it can be trusted to make sound business decisions. The next-generation of cappm, available in the ppmnew, delivers this robust new functionality.
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The 
Clarity PPM
 
New User Experience
 provides a convenient way to keep your entire team informed and connected throughout the entire 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 and needs the data to tell an accurate story so that it can be trusted to make sound business decisions. The next-generation of 
Clarity PPM
, available in the 
New User Experience
, delivers this robust new functionality.
 
 
 
2
 
 
Restricted documentation pages are hidden. To view and search more information, click 
Sign In
. At minimum, a Basic Access ca.com account is required. Registration takes just a few seconds and provides you with access to the CA PPM online community.
Log In and Get Started
Your 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 
Clarity PPM
 so that the two systems work together. 
  • The 
    New User Experience
     automatically saves your work. Your information and data is always up to date, safe, and secure.
  • All system messages appear for five seconds only. To display a message for a longer duration, hover over the message. When you are done, move the cursor away from the message.
After your administrator adds your user account in classic PPM and configures the 
New User Experience
, you can log in. 
  1. Click the link you receive. Your administrator might provide a link by email, a classic PPM menu link, or a direct link to the new Login page.
    The Login page appears.
    image2018-6-7 15:29:49.png 
  2. Enter your 
    Username
     and 
    Password
    . Click 
    Login
  3. Or, you might see one of the following messages:
    •  
      API-1030: Error during login. Password is expired or needs to be reset. To reset your password, click 'Forgot Password?'. 
      This message appears when your account has expired or your administrator has forced a reset.
    •  
      API-1029: The username & password combination you entered is invalid. Please try again, reset your password, or contact your system administrator for assistance. To reset your password, click 'Forgot Password?'
      This message appears when you have entered an invalid username or password.
      In either case, click 
      Forgot Password,
       enter your username, and click 
      Send Email
       to receive email with reset instructions.
The 
Forgot Password
 reset option is available only in non-SSO environments where your administrator has configured the PPM server with email. The feature also requires that you are an 
active
 resource. You cannot reset a password if your account is 
inactive
 or 
locked
.
The 
Forgot Password
 option is not available on the classic Login page. However, with access rights, you can change your own password in classic PPM. See Personalize CA PPM: Change Password, Account Settings, Notifications.
If you do not remember your username, contact your administrator.
Personalize Your Avatar Image
To help users identify you, the 
New User Experience
 displays your personal avatar image. For example, the avatar for each user appears in a conversation. This circular icon appears in the top right corner of the application to identify you. By default, the image shows the initials for your first and last name. You can upload your own photo or an image.
To differentiate between user sessions, you could use initials for contractors, photos for more personalized staff accounts, and color-coded graphics for special teams or department accounts. As an administrator, you might have several personal user accounts. For example, you use a photo avatar for your personal account. You use a series of multi-colored avatars for your test accounts.
  1. Using a smart phone, web cam, scanner, or digital camera, capture your photo. Send the photo by email or copy it to your computer or a file server you can access.
  2. In an external graphics application, edit and save an image file that represents you as a resource. For example, your organization might set up a color scheme or logos to identify users on various teams. You could also add text identifiers to avatars such as DEV, PMO, RM, or BLUE TEAM. Follow these design requirements:
    1. Reduce the image file size to 250 KB or smaller. While five (5) MB is the maximum, performance is best with smaller images.
    2. Crop the image to square image dimensions of about 80 x 80 pixels. Give circular images a diameter of 80 pixels. Larger images are automatically scaled down and cropped for best fit. However, very large images might yield unexpected results when scaled. Also be aware that users might magnify a page. If your image is too small, it might appear blurry or pixelated.
    3. Supported image file formats include .png, .jpg, .gif, and .ico. Other formats such as .tif are not supported.
  3. Log in to the 
    Clarity PPM
     
    New User Experience
    .
  4. Click the current avatar image at the top of the page and select 
    SETTINGS
    .
  5. Click 
    UPLOAD
    .
  6. Select the image file that you created in an earlier step and click Open.
    A preview of your image appears.
  7. To upload a different image, click 
    UPLOAD
     again. When satisfied, close the 
    SETTINGS
     window.
  8. (Optional) To revert to the default avatar:
    1. Click the current avatar image at the top of the page and select 
      SETTINGS
      .
    2. Click 
      REMOVE
      .
      The avatar reverts back to the default initials for the user.
    3. Close the 
      SETTINGS
       window.
You can also change your avatar image from the classic user interface. See Personalize Clarity PPM: Change Password, Account Settings, Notifications, Export to Excel.
As an administrator, you can specify which file types are authorized for the avatar image file. Click the 
Administration
 menu and select 
System Options
. As an example, when you enter 
doc,docx,pdf,xls,jpg,gif
 you are 
excluding
 all other file types that are not listed. In this case, .png and .ico image formats are blocked. The file extensions that you list apply to the document management system. Other features, including avatars and attachments, also depend on the document management system. The avatar feature only supports the file types that are listed in the steps in this section. However, your optional authorized list blocks any extensions that are not listed.
To view the new staffing features in this release, you need the 
Staffing - Navigate
 access right. Without this right, you do not see the Staffing navigation link at the left side of the page. 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.
Edit Data in Grids
A primary feature in the 
New User Experience
 is the dynamic new grid. You can find these new grids on the following pages:
  • Project Financials
  • Project Risks, Issues, and Changes
  • Project Staff
  • Tasks (available from the main menu or MyTasks link)
  • Staffing
  • Roadmaps
In addition to its familar spreadsheet-inspired arrangement of rows, columns, and cells, the new grids offer the following functionality:
  • Use the grid context menu to add or delete rows.
  • Copy and paste cell values. (Note: Fields with lookup values do not support copy and paste.)
  • Observe subtle visual treatments for rows and cells. For example, new rows and cells appear in a different color from saved rows and cells.
  • Messages appear to guide you if values are missing from required fields.
  • Pin, resize, reorder, and reset columns to personalize each grid.
  • Select dates from a scrolling calendar with year, month, and day controls. 
  • Sort by a column in ascending order, and toggle the sort order with a single click in descending order. (Note: Fields with multi-value lookup values do not support sorting.)
  • Open a conversation by clicking the comment bubble icon for a line item in the Conversation column. The icon is white or empty when no conversation exists and turns blue after at least one comment has started a new conversation.
  • To show or hide columns on the grid click Column Panel and make your selection.
The functionality varies by grid, page, and user access rights.
 
Required Attributes
 
Required attributes display an asterisk (*) after the label. If the Column Panel includes a required attribute which meets any of the following criteria, an error message appears when you try to add a row:
  • The attribute is not checked (that is, not present in the grid).
  • The attribute is not auto-populated with default values predefined in Classic 
    Clarity PPM
    .
  • The attribute is not auto-numbered.
Select the attribute to add it to the grid and to auto-populate it with any predefined default values. If no default value is defined for the attribute, enter a value.
If you add a required custom attribute in Classic 
Clarity PPM
 when records already exist in the system, provide a default value for the attribute. Also,  select the 
Populate Null Values with the Default
 option. Else, specify an API Attribute ID for the attribute, so users can add it to the grid using Column Panel and enter a value.
 
Available Attribute Data Types
 
All attributes data types except the following are available for configuration in a grid:
  • URL
  • Attachment
  • Custom time-scaled value (TSV)
View Documentation by Role or Persona
 
 
3
 
3
 
 
All Roles
Users in all roles can enhance their productivity in the 
New User Experience
. For ease-of-use we organize features by persona; however, users with the appropriate access rights can use other features. Your organization can configure 
Clarity PPM
 as required.
Recommended Topics:
Administrator
 
Clarity PPM
 fits inside the larger IT and business goals of your organization. As an administrator, you configure 
Clarity 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
Application Owner
Ian Connor is an application owner, but you may also know him as an application administrator or content administrator. He is responsible for configuring project blueprints, setting up teams and other system options to support business goals and standards. His colleagues rely on him to make approved changes in the application to support data capture, standard data entry, consistent analytics, and meaningful reporting. Ian configures project blueprints so that the 
New User Experience
 is easy for teams to enter project data and view current status information.
 
This image shows common questions that an application owner wants to answer
This image shows common questions that an application owner wants to answer
 
Recommended Topics:
 
Financial Manager
Rita Lee is a financial manager with experience in budgeting, projecting cash flows, and determining how to invest and finance projects. Rita is an expert in finance, forecasting, estimates, and projections. She knows how much the project is expected to cost and understands how to minimize financial risk.
This image shows common questions that a finance manager wants to answer
This image shows common questions that a finance manager wants to answer
Recommended Topics:
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:
Senior Project Manager
Theresa Robertson is a Senior Project Manager. Overall she is responsible for the successful initiation, planning, design, execution, monitoring, controlling and closure of a project. Theresa not only manages her own projects but is also responsible for the financial setup and financial plans management for junior project managers.
This image shows common questions that a senior project manager wants to answer
This image shows common questions that a senior project manager wants to answer
 
Recommended Topics:
 
Portfolio Manager/Roadmap Planner
Sid Patel is a portfolio manager but you may also know him as the strategic roadmap planner. Sid is responsible for funding and headcount alignment in the portfolio. He provides insights for strategic pivots and delivers outcomes based on solid business decisions. Sid needs to plan and prioritize his investments from the top-down based on value. Also, he needs to share his understanding of work with stakeholders to receive timely consensus. Sid often groups and sorts investment information to visualize the proposed work and the dependencies.
Sid collaborates with Susan, an executive leader who needs to respond to change quickly and promote enterprise innovation. Susan appreciates timely visibility into investments to make sure that they align to long-term corporate strategy.
Sid also values input from Jennifer, a product owner whose primary responsibility is to communicate product direction in a timely fashion. Jennifer is constantly updating on-going and planned product work.
Both Susan and Jennifer are minor players in the top-down planning process. They are interested in seeing the roadmap but have slightly different interests in how the data is presented. They use the Board and the Grid to update the roadmap items. Sid is the primary author of the roadmap and uses the Timeline to make investment decisions.
The roadmap documentation is written primarily from the portfolio manager (Sid Patel) perspective.
This image is showing common questions that a portfolio manager wants to answer
This image is showing common questions that a portfolio 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: