Ca Clarity Online Training

[cssadhar]

CA Clarity Course Contents

Project Management

Project Management Components

Advance Project Planning

How to Create and Manage Projects

Access Project Management

Collaboration Tools

Access Rights

Project Management Reports

Managing Projects

How to Create Projects

Create New Projects

Project Templates

Create Projects from Project Templates

Copy Project Template Data into Projects

How to Copy Financial Plans from Project Templates

Fields Used for Copying Financial Plans

Open Projects in Open Workbench

Project Properties

Edit General Properties

Scheduling Properties

Risks

Budget Properties

Financial Processing

Access to this Project

Estimates at the Project Level

How to Define Project Estimates

How ETC is Calculated

View ETC

How to Modify ETC at the Project Level

Earned Value

Baselines and Earned Value Computations

Earned Value Data Fields

Earned Value Calculation Methods

How Earned Value Calculation Methods are applied

How to Calculate and Record Earned Value Totals

Display Earned Value Data

6 Project Management User Guide

Define Project Contracts

Master Projects and Subprojects

Add Subprojects to Master Projects

Add Projects to Subprojects

View Combined Subproject Actual and Estimates

Remove Subprojects from Projects

Control Access to Subprojects

Master Project and Subproject Baselines

Dependencies

Create Project Dependencies

View Project Dependencies

Remove Project Dependencies

Associated Releases

View a List of Associated Releases

Open Releases Associated to Projects or Programs

Unlink Projects or Programs from Releases

Baselines

Create New Baselines

Master Project and Subproject Baselines

Edit Baselines

Display Master Project Baselines 

View Current Baseline

View Baseline Work Allocation and EV Data

How to Manually Update Baselines 

Delete Baselines 

Auto schedule

Display Schedules

Return to the Plan of Record without Publishing

Define Auto schedule Parameters and Auto schedule 

Check Auto schedule Progress

View Auto schedule Results

Cancel Auto scheduling

Projects Locks and Tentative Schedule Mode

Schedule Subnets

Add and Remove Projects to the Overview: General Page

Monitor Project Performance

Labor Resource Effort Port let

Team Utilization Port let

How to Delete Projects

Deactivate Projects

Mark Project for Deletion

Cancel Project Marked for Deletion

Managing Tasks

Project Task Overview

Project Task Terminology

How to Design Tasks and Milestones

Task Work Breakdown Structures Guidelines

How to Create Key and Milestone Tasks

Create Tasks and Milestones

Create Tasks from Project Templates 

Create New Tasks in the Work Breakdown Structure 

View and Open Tasks

Associated Task Forms

Add New Forms to Tasks

View and Open Forms

Grant Form Permissions

Start Processes for Forms

Delete Forms from Tasks

Task Properties

General Properties

Set Default Earned Value Options at the Task Level

Manually Override BCWP at the Task Level

Task Relationships and Dependencies

Create Task Dependencies

Display Task Relationships and Dependencies

Edit Task Dependencies

How to Manipulate the Gantt View

Finish-Start Dependency Links

Task Associated Risks and Issues

View a List of Risks Associated with Tasks

View a List of Issues Associated with Tasks

Associated Requirements

View a List of Associated Requirements

Open Requirements Associated to Project Tasks

Unlink Project Tasks from Requirements

Task Work Breakdown Structure

Indent and out dent Tasks in Work Breakdown Structure 

Move Tasks in Work Breakdown Structure 

Sort Tasks in Work Breakdown Structure

Expand and Collapse the Work Breakdown Structure

Edit Tasks in the WBS 

Configure Columns in the Work Breakdown Structure 

Assign Resources to Tasks in the WBS 

Resource Utilization

How to View Resource Utilization

Edit Resource Utilization 

Estimates (ETC) at the Task Level

Define ETC at the Task Level

How to Modify ETC at the Task Level 

Task Estimating Rules

Edit Tasks and Milestones 

Delete Tasks and Milestones

Building Project Teams 

Project Team Overview 

How to Manage Project Teams 

Staff Project Tasks 

How to Assign Staff to Projects 

Resource Loading Patterns

Define Staff Assignment Properties 

Remove Staff from Assignments 

View and Edit Task Assignments 

How to Replace Staff Assigned to Projects or Tasks 

Change Staff Member Roles on Projects

Remove Staff Members from Projects

How to Staff Projects 

Add Resources or Roles to Project Staff

View Project Staff

Edit Staff Member Details

Resource Requisitions

Role Capacity 

Manage Project Participants

Add Participants to Projects

Remove Participants from Projects

Designate Participants as Collaboration Managers

Remove Collaboration Manager Rights

Create Participant Groups

Add Resources to Participant Groups

Remove Resources from Participant Groups

Delete Participant Groups 

Staff Allocations

Edit Staff Allocations

Edit Team Allocations from the Team Grid

Edit Resource Allocations

How to Reset Staff Allocations

Change Default Allocation for a Resource

Shift and Scale Resource Allocations

Project Hierarchies

Project Hierarchy Overview

Build your Hierarchy

Add Child Investments and Services from the Financial Rollup

Remove Child Investments or Services from the Financial Rollup

View the Project's Financial Rollup

Define Child Investment Allocations

Filter the List of Child Investments and Services

Return to the Project

View Project Total Cost of Ownership

View the Project's Effort Rollup

View the Project's Parent Investments and Services 

Add and Remove Parent Investment Associations

Define Parent Investment Allocations

Share Projects across Investments or Services 

Risks, Issues, and Change Requests 

Risk Management Overview

Rate Pre-Defined Risk Factors

Assign Rates to Risk Factors

How to Create and Manage Risks

Create Risks

Create Issues from Risks 

Create Risks from Change Requests

Create Risks from Issues

Calculated Risk Score

Define Risk Properties

Edit, View, Close, and Delete Risks

How to Design Risk Response Strategies

Risk Notes

View a List of Action Items Associated to Risks

Risks Associated to Tasks

Risk Audit Trail

Risk Management Processes

How to Create and Manage Issues

Create Issues

Import Issues from another System of Record

Attach Documents to Issues

Convert Change Requests into Issues

Define Issue Properties

Edit Issues

Issue Notes

Issue Action Items

Tasks Associated to Issues

Issue Audit Trail

Issue Processes

Resolve Issues

Create Change Requests 

Create Change Requests from Issues

Create Change Requests from Risks

Define Change Request Properties

Edit, View, Close and Delete Change Requests

Change Request Notes

Change Request Audit Trail

Change Request Processes

Programs

The Differences between Projects and Programs

Access Rights for Programs

Access Programs

How to Create Programs

Create New Programs

Convert Projects into Programs

Program Properties

Access to this Program

Open Programs in Open Workbench

Add Projects to Programs

View Combined Subproject actual and Estimates

Remove Projects from Programs

Program Dependencies

Create Program Dependencies

View Program Dependencies

Remove Dependencies

Associated Releases

View a List of Associated Releases

Open Releases Associated to Projects or Programs

Unlink Projects or Programs from Releases

Monitor Program Performance

Labor Resource Effort Port let

Team Utilization Port let

How to Delete Programs

Cancel Programs Marked for Deletion

 

Contact us :309-200-3848