Getting Started with the New User Experience

In the emerging application economy, project confidence is essential. The cappm ppmnew provides you with a convenient way to keep your entire team informed and connected through 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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In the emerging application economy, project confidence is essential. The
Clarity PPM
 
New User Experience
 provides you with a convenient way to keep your entire team informed and connected through 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.
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. At minimum, a Basic Access account is required. Registration takes just a few seconds and provides you with access to the CA PPM online community.
Video: Introducing the 
Clarity 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. In the following video, you will learn about 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 
Clarity PPM
 15.1 and have been expanded in subsequent releases.
The following video is provided by CA Technologies:

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.
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 (
    Clarity 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 
    Clarity 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. Install the PMO Accelerator in Classic
Clarity PPM
before completing the steps for enabling the
New User Experience
. Without the accelerator, the options for enabling the
New User Experience
are disabled. See Install the PMO Accelerator Add-In and PMO Sample Data.
Configure Single Sign-On (SSO) for the 
New User Experience
As an administrator, you can configure an SSO server for the 
New User Experience
. See 
Configure Single Sign-On (SSO) for the New User Experience
 in CSA: Security, Passwords, LDAP, SSL, SSO, XSS, and FIPS.
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.
Create a Menu Link in Classic PPM to the 
New User Experience
By default, the 
New User Experience
 is not available from Classic 
Clarity PPM
. Administrators can use Classic 
Clarity PPM
 to create a menu link using external object actions. Users can click the menu link to access the 
New User Experience
 from Classic 
Clarity PPM
.
Follow these steps:
  1. Log in to the classic
    Clarity 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 
    Clarity 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 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 the Grids
Editing data in a grid is available for the following capabilities:
  • Project Financials
  • Project Risks, Issues, and Changes
  • Roadmaps
Depending on your access rights, you can use the grid context menu to add or delete rows on the grid. Other supported functionality for the grid include the following:
  • Copy and paste of values from cells except for fields with lookup values
  • Visual treatments for new rows, saved rows, and rows with errors
  • Pinning, resizing, reordering, and resetting of columns
  • Date widget for the date fields
  • Single column sorting is supported for all fields except for multi value lookup fields
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 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.
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
Sid Patel is a portfolio manager. 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: