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 lifecycle. The ppmnew engages your team and becomes an intuitive and natural extension of their work tasks and goals. Management does not want any unpleasant surprises and needs reliable project status data to make sound business decisions. The next-generation of cappm, available in the ppmnew, delivers this robust new functionality.
New User Experienceprovides a convenient way to keep your entire team informed and connected throughout the entire project lifecycle. The
New User Experienceengages your team and becomes an intuitive and natural extension of their work tasks and goals. Management does not want any unpleasant surprises and needs reliable project status data to make sound business decisions. The next-generation of
Clarity PPM, available in the
New User Experience, delivers this robust new functionality.
: 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 Experienceso that it is ready for you to use. In addition, your administrator sets some system options in Classic
Clarity PPMso that the two user interfaces work together.
- Expect your administrator to provide you with the URL and login credentials.
- To personalize the language settings, see Personalize Clarity PPM: Change Password, Account Settings, Notifications, Export to Excel. The list of supported languages appears in the Release Notes. The settings you make in Classic PPM extend into theNew User Experience.
- TheNew User Experienceautomatically saves your work. Your information and data is always up-to-date, safe, and secure.
- All system messages appear for five seconds. To display a message for a longer duration, hover over the message. When you are done, move the mouse pointer away from the message.
After your administrator adds your user account in Classic PPM and configures the
New User Experience, you can log in.
- Click the link you receive.
- Your administrator might provide a link by email that you can bookmark in your browser.
- If configured, you might also receive a link by email when a project manager adds you to a project.
- If configured, you might also see a link to theNew User Experiencefrom inside the Classic PPM main menu.TheLoginpage appears.
- Enter yourUsernameandPassword. You can use the same credentials for the new user experience and Classic PPM.
- The default home page in theNew User Experienceappears. Your access rights determine which page appears when you clickHomeand which menu items are available in the main menu. The following image shows all possible menu items:
- If theYou do not have permissions for the new user experiencemessage appears, contact your administrator for the required access rights.
Reset Your Password
You might see one of the following messages when you attempt to log in:
- 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 password 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, clickForgot Password?,enter your username, and clickSend Emailto receive email with password reset instructions.
Forgot Passwordreset 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
activeresource. You cannot reset a password if your account is
Forgot Passwordoption is not available on the Login page in Classic PPM. However, with the proper access rights, you can change your own password in Classic PPM. See Personalize CA PPM: Change Password, Account Settings, Notifications.
: If none of these options are working for you, or if you do not remember your username, contact your administrator.
Application Messages in the New User Experience
System messages in the New User Experience remain visible for five seconds. You can extend the display duration by positioning your mouse or pointing device over a message. The following fictional image shows the four types of messages that you might see as you work:
Personalize Your Avatar Image
To help users identify you, the
New User Experiencedisplays 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.
- 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.
- In a mobile graphics app or a third-party desktop 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, INFOSEC, RM, or BLUE TEAM. Follow these design requirements:
- Reduce the image file size to 250 KB or smaller. While five (5) MB is the maximum, performance is best with smaller images.
- Large avatar images offer no benefit and just waste disk space. A 150-dpi 8-bit color image is sufficient.
- Crop the image to square image dimensions of about 80 x 80 pixels. Give circular images a diameter of about 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.
- Supported image file formats include .png, .jpg, .gif, and .ico. Other formats such as .tif are not supported.
- Log in to theClarity PPMNew User Experience.
- Click the current avatar image at the top of the page and selectSETTINGS.
- Select the image file that you created in an earlier step and clickOpen.A preview of your image appears.
- To upload a different image, clickUPLOADagain. When satisfied, close theSETTINGSwindow.
- (Optional) To revert to the default avatar:
- Click the current avatar image at the top of the page and selectSETTINGS.
- ClickREMOVE.The avatar reverts back to the default initials for the user.
- Close theSETTINGSwindow.
: As an administrator, you can specify which file types are authorized for the avatar image file. Click the
Administrationmenu and select
System Options. As an example, when you enter
excludingall 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 - Navigateaccess 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
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.
Configure Default Settings
You can configure the following settings from the General tab on the Settings page:
- Unit of Measure (FTE or Hours)
This setting is applied on the project
Staffgrid and project
Follow these steps:
- Click the drop-down menu next to your avatar and clickSettings.
- SelectFTEorHoursfor theUnit of Measure.
If you switch the units, the ETC column on the Staff grid is updated to display values using the new unit of measure.
: This setting is NOT used on the roadmap grid, on the task details pane, or on the multi-project Tasks grid. A separate
Unit of Measuresetting on the
Staffingtab of the
Settingspage (shown above) is used on the
Staffingpage with views for resources, investments, and requests.
Clear Your Browser Cache
After an upgrade or after changing their access rights, users could encounter a blank page until they clear their browser cache, cookies, and history files. The steps vary by web browser. If you see improved results in Google Chrome incognito mode, that generally indicates you can clear your browser cache to achieve the same results in normal mode.
Also try logging out and then logging back in again to reset your permissions.
Edit Data in Grids
: The grids are consistent in most aspects; however, specific functionality varies by grid, page, user access rights, and individual user behavior in client browsers.
A primary feature in the
New User Experienceis 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)
- Custom Investments
- Custom subobjects for Projects (Status Reports grid and any other custom subobject grids)
In addition to its familiar spreadsheet-inspired arrangement of rows, columns, and cells, the new grids offer the following functionality:
- Right-click in a grid to use the context menu to add or delete rows.
- Copy and paste cell values. (Note: Beginning with Release 15.5.1, fields or columns with lookup values support copy and paste, but only within the same column.)
- Observe subtle visual treatments for rows and cells. For example, new rows and cells appear in a different color from saved rows and cells.
- Missing required fields with no default values get added automatically when you add a row. Messages and subtle color shading appear to guide you if values are missing from required fields.
- Pin, resize, reorder, and reset columns to personalize each grid.
- Grids support a preset maximum number of rows per page. For example, the roadmap grid shows 100 rows per page, the Staffing Resources-to-Investments page shows 200 resources, and the Project Staff page shows 500 rows per page. Use the FIRST, PREVIOUS, NEXT, and LAST controls to navigate between multiple pages.
- 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.)
- Shift+Click to sort on up to four (4) columns. To remove sorting on one of the columns, hold down the Shift key and click the column header twice.
- 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 appears in a new conversation.
- To show or hide columns on the grid click Column Panel and make your selections. You can also drag a column header cell up and off the grid to hide it from view.
- Hover over a column header to display the≡ Column Heading Optionsmenu with choices for pinning, auto-sizing, and resetting columns.
Group By Mode: Collapse Related Rows Into Groups
In grids that support row-level grouping (ideas, custom investments, and custom project subobject grids), a Group By bar appears.
- To group the rows in the grid, drag a column heading into the Group By bar.Rows collapse into logical groups that share the same value. For example, you can group ideas by priority or custom investments by manager.
- To view the rows, expand a group.
: The rows remain in the same sort order used before you entered Group By mode. The groups appear in ascending sorted order. The grid is read-only when in Group By mode. You cannot change the sort order or choose which columns to show or hide.
: The aggregated subtotals for each group are not supported wherever a mathematical total cannot be calculated. Boolean, Date, Percentage, Calculated, Formula, Aggregation, TSV, and Lookup attributes cannot show an aggregate subtotal.
Filter Grid Data
Export Grid Data to a CSV File
Export up to 500 rows of grid data in a CSV file from custom investments, projects subobjects and ideas grid. Click
Export to CSVon any grid layout to download the CSV file. The CSV file picks up the name of the View, for the downloaded file name. For example, if your view is "Unsaved" and you click
Export to CSV,the file name is downloaded as unsaved.csv.
Remember the following points before exporting grid data to a CSV file:
- If the number of rows on your grid exceeds 500, the export starts from the current page. For example, if you have 700 rows and you are on page 4 of your grid, the export downloads data from pages 4 to 7. A pop-up reminds you that "Only 500 rows may export in one CSV file. Pages 4-7 will be exported" with a confirm and cancel button.
- You cannot export a CSV file when the grid is in group-by mode.
- The data in the exported CSV file:
- Displays the YYYY-MM-DD date format for all dates, and a period (.) as the decimal point, irrespective of your current Clarity PPM locale and language settings.
- Does not display any currency symbols for money values.
- Inserts semicolons as delimiters in between the values in multi-value lookup fields. For example “Carryover; Required; Top Choice”.
The application supports the modification and saving of views by multiple users. Each user can modify their own saved and unsaved views. The views in grids are responsive to a wide array of user actions inside grids. For each adjustment you make, decide from the following options:
- Save an existing view
- Save a new view
- Keep working in the unsaved view
For example, you sort the grid view for Roadmap A by two columns. You decide not to save the view. You switch to Roadmap B and sort it by the same columns. You also adjust some column widths and set a filter. You decide to save those settings in a named view for this roadmap.
: The application cannot tell if you or other users happen to configure an unsaved view that matches exactly with a previously saved view. For example, you save View 21 with a certain arrangement of fields. You modify the view such that it is now an unsaved view. You configure the unsaved view such that it matches the exact configuration of View 14.
Unsavedstill appears and not
View 14. If you want to see a specific view applied, you must select it by name.
What Happens When An Attribute In My Saved View Is Removed Later?
You can store your filter, column, sorting, and grouping settings in a saved view. If an attribute in the saved view is later removed or inactivated in Classic Studio, the following behavior occurs:
- You and other users can still access the view.
- The removed or inactive attribute no longer appears in the filter, columns, sort order, or grouping.
- The named view now appears with theUNSAVEDicon.
Required attributes display an asterisk (*) after their label.
- Your current saved view might be missing one or more required fields. When you add a new row, the application shows the required fields that do not have predefined default values and your view switches tounsaved. Any custom attributes marked as required are also added to the view.
- If you add a required custom attribute in Classic PPM when records already exist in the system, provide a default value. We also recommend that you select thePopulate Null Values with the Defaultoption.
- Another way to populate a new required attribute is to specify anAPI Attribute IDso users can add it to the grid using the Column Panel and enter a value.
Available Attribute Data Types
All attributes data types except the following are available for configuration in a grid:
- Custom time-scaled value (TSV)
Select Values in Drop-Down Lists
The following image shows examples for working with the common drop-down value lists. When a value list appears for a grid column or as a field on a page, it allows you to select one value (a typical single-select field) or multiple values (a typical multi-select field). When these value lists appear as filters, you can typically select multiple values, even for single-select fields. This behavior allows you to filter or search on more records (for example, records that match Selected Choice 1
ORSelected Choice 2.
View Documentation by Role or Persona
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 PPMas required.
- Getting Started with Classic CA PPM (a great place to rediscover the features in the Classic user interface)
Clarity PPMfits inside the larger IT and business goals of your organization. As an administrator, you configure
Clarity PPMincluding the
New User Experienceand any additional add-ins, connectors, and integrations.
- Add-Ins and Integrations (install the PMO Accelerator and optional CA Agile Central integration features)
- Getting Started with Classic CA PPM (a great place to rediscover the features in the Classic user interface)
Switch to the English editon of the documentation to view more, including the following sections:
- Installing and Upgrading
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 Experienceis easy for teams to enter project data and view current status information.
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.
: Leverage the financial concepts in the documentation for the Classic PPM user interface—in general, these concepts still apply in the
New User Experience.
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.
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.
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.
Portfolio Manager or 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.
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.
Mike Jones is a project contributor or team member. Contributors 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 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. 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 improve. His priority is getting the day-to-day work done, so he complies as best he can and stays focused on the work.