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Study Guide Version 1.2 CA PPM 14.x Business Analyst Certification Exam (CAT-242)

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Study Guide Version 1.2

CA PPM 14.x Business Analyst Certification Exam (CAT-242)

Index

CA PPM 14.x Business Analyst Certification Exam (CAT-242)

© 2016 CA. ALL RIGHTS RESERVED.

PROPRIETARY AND CONFIDENTIAL INFORMATION

© 2016 CA. All rights reserved. CA confidential & proprietary information. For CA, CA Partner and CA Customer use only. No unauthorized use, copying or distribution. All names of individuals or of companies referenced herein are fictitious names used for instructional purposes only. Any similarity to any real persons or businesses is purely coincidental. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. These Materials are for your informational purposes only, and do not form any type of warranty. The use of any software or product referenced in the Materials is governed by the end user’s applicable license agreement. CA is the manufacturer of these Materials. Provided with “Restricted Rights.” Exam Information

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CA PPM 14.x Business Analyst Certification Exam (CAT-242)

© 2016 CA. ALL RIGHTS RESERVED.

The Exam Experience Professional Exam DetailsYou can register to take an online proctored exam from your home or office using Kryterion’s Online Proctoring (OLP) Services, or you can take an on-site proctored exam at a Kryterion testing center. If you choose to take an online proctored exam, you will need Internet access, an external web camera, and a computer that meets specific hardware and software requirements.

For answers to frequently asked questions about registering for exams, locations, on-site and virtual proctoring, OLP equipment requirements, cancellation and re-scheduling policies and more, read our FAQs at http://www.ca.com/us/education/accreditations/certifications/certification-faq.aspx.CA employees may also go here for more

information: https://one.ca.com/education/certification

Product release: Major release listed in the title; Includes subsequent point releases

Recertification: There is no annual requirement to recertify for the same release of a product. For each major product release, an updated exam will be available for recertification.

Number of items = 50 Item types = Multiple choice, including multiple response

questions Time to complete test: 90 minutes Passing score is 70% Cost USD 150 Attempts Permitted: You may register for your first retake

immediately. For subsequent retakes you are required to wait at least thirty (30) calendar days from the date of your last attempt. Read the online FAQs for details.

Exam Information

IndexThe CA Technologies Certification Program is designed to measure your skills, knowledge, and expertise in managing, administering, installing, configuring and implementing select CA Technologies products for complete and optimized IT solutions. With CA certifications, management teams will have peace of mind that knowledgeable professionals are handling their CA Technologies applications.

Proctored by a third party vendor, KryterionOnline, CA Technologies certifications objectively validate the competencies of a project team –whether that team is your in-house staff, CA Technologies Professional Services, or a CA Technologies partner.

The aim of this document is to help you prepare for CA PPM 14.x Business Analyst Exam . Make sure that you familiarize yourself with the content areas tested. Your best path to success is to attend the exam prep course(s).

You may also find it helpful to review the product documentation at https://support.ca.com and to participate in CA Global User Community forums at https://communities.ca.com.

The experience gained from taking courses and using the product will help you: • Gain a comprehensive understanding of the product or solution • Increase the likelihood of passing the exam on your first attempt

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CA PPM 14.x Business Analyst Certification Exam (CAT-242)

© 2016 CA. ALL RIGHTS RESERVED.

Only qualified candidates who demonstrate competency by successfully passing the CA Technologies certification exam will be awarded certification credentials. Prospective certification candidates are encouraged to prepare for the exam using the Exam Study Guide and other materials available on the Certification from CA Technologies website.

To safeguard the integrity of the certification program, CA Technologies requires all candidates to behave in an ethical manner and to comply with the rules of the third-party test center for on-site proctoring and on-line proctoring. The validity of the certification program depends on the exam content remaining secure and undisclosed to other potential certification candidates. CA Technologies will not tolerate cheating, fraud, or misconduct, which includes but is not limited to the following:

• Obtaining, whether through purchase or otherwise acquiring, unauthorized exam preparation materials from any non-CA website • Obtaining, whether through purchase or otherwise acquiring, unauthorized exam questions from any non-CA website, including brain

dump websites • Acquiring or attempting to acquire exam questions through online communities, chat rooms, screen capture software, forums, and

social networking sites • Acquiring or attempting to acquire exam content through CA Subject Matter Experts, CA Support Staff, or CA Certified Professionals • Using or attempting to use a proxy to sit for the exam in your place • Taking or attempting to take an exam for someone else • Receiving or giving assistance during an exam • Sharing exam questions or answers with a potential certification candidate • Violating testing center rules • Falsifying a diploma or score report • Using a CA Technologies certification logo or credential to which you are not entitled

CA Technologies reserves the right to take any actions it deems reasonably appropriate in the case of suspected misconduct or violation of the terms of the Non-Disclosure Agreement, including, but not limited to, cancelling an exam result, revoking exam or certification status, terminating use of the Designation, requiring a candidate to retake an exam, banning a candidate from the certification program, and reporting misconduct to the candidate’s employer. CA Technologies considers cheating a serious offense that warrants disciplinary action, up to and including termination of employment.

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CA PPM 14.x Business Analyst Certification Exam (CAT-242)

© 2016 CA. ALL RIGHTS RESERVED.

Best Practices

Experience

Prior Knowledge

Green Books and Green

Papers

support.ca.com

CA Tech Insider

Practical Application of Course Concepts

Areas of Study

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Exam Information

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Exam Questions

CA PPM 14.x Courses: 33CLR24130 CA PPM 14.4: Core Components 20033CLR24140 CA PPM 14.4: Time Management 20033CLR2416S CA PPM 14.4: Project & Investment Management 200 Dynamic Lab

or: 33CLR24160 OnDemand CA PPM 14.3: Project & Investment Management or: 33CLR24161 CA PPM 14.4: Project & Investment Management 200 (ILT)

33CLR24175 CA PPM 14.4: Resource Management 200 Dynamic Labor: 33CLR24170 OnDemand CA PPM 14.4: Resource Management 200or: 33CLR24171 CA PPM 14.4: Resource Management 200 (ILT)

33CLR2419S CA PPM 14.4: Portfolio Management 200 Dynamic Labor: 33CLR24190 OnDemand CA PPM 14.4: Portfolio Management 200or: 33CLR24191 CA PPM 14.4: Portfolio Management 200 (ILT)

33CLR2418S CA PPM 14.4: Financial Management 200 Dynamic Labor: 33CLR24180 OnDemand CA PPM 14.4: Financial Management 200or: 33CLR24181 CA PPM 14.4: Financial Management 200 (ILT)

33CLR24150 OnDemand CA Clarity PPM 14.4: Demand Management 200

Search the CA Education Portal for latest courses, as they may not have been available at the time of this document posting: Partners & Customers look here: http://education.ca.com Employees look here: https://learn.ca.com/

For documentation, Communities, and more visit: https://support.ca.com

Register for the exam here: www.webassessor.com/catechnologies/index.html

Use Cases & Scenarios

Notes: CA PPM 14.1 and 14.2 courses are equivalent to the 14.3 courses listed above and below.CA PPM 14.3 training is also offered OnDemand:• 33CLR23810 - OnDemand CA PPM 14.3: Project & Investment Management

200• 33CLR23820 - OnDemand CA PPM 14.3: Resource Management 200• 33CLR23840 - OnDemand CA PPM 14.3: Portfolio Management 200• 33CLR23830 - OnDemand CA PPM 14.3: Financial Management 200

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Exam Information

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Exam Objectives Related Content Exam FocusPerforming Basic Navigation 33CLR24130 CA PPM 14.4: Core Components 200

Initial Steps: Performing Basic Navigation4%

Configuring the Home Page and Account Settings

33CLR24130 CA PPM 14.4: Core Components 200Personalization: Configuring the Home Page and Account Settings

2%

Defining User Security Rights Documentation at support.ca.com, Field ExperienceDefine User Security Rights

2%

Creating NPIOs 33CLR2416S or 33CLR24160 or 33CLR24161 CA PPM 14.4: Project & Investment Management Create NPIOs

2%

Creating Projects 33CLR2416S or 33CLR24160 or 33CLR24161 CA PPM 14.4: Project & Investment ManagementCreate Projects

4%

Building Project Teams 33CLR2416S or 33CLR24160 or 33CLR24161 CA PPM 14.4: Project & Investment ManagementBuild Project Teams

2%

Building Project Plans 33CLR2416S or 33CLR24160 or 33CLR24161 CA PPM 14.4: Project & Investment ManagementBuild Project Plans

4%

Assigning Resources to Project Tasks 33CLR2416S or 33CLR24160 or 33CLR24161 CA PPM 14.4: Project & Investment ManagementAssign Resource to Project Tasks

2%

Scheduling Projects 33CLR2416S or 33CLR24160 or 33CLR24161 CA PPM 14.4: Project & Investment ManagementSchedule Projects

4%

Performing Financial Planning 33CLR2416S or 33CLR24160 or 33CLR24161 CA PPM 14.4: Project & Investment ManagementPerform Financial Planning

4%

Managing Collaboration Information 33CLR2416S or 33CLR24160 or 33CLR24161 CA PPM 14.4: Project & Investment ManagementManage Collaboration Information

2%

Grouping Projects 33CLR2416S or 33CLR24160 or 33CLR24161 CA PPM 14.4: Project & Investment ManagementGroup Projects

2%

Exam Objectives

Exam objectives as they map to related courseware and the body of knowledge, including percentage of exam devoted to topics.

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Exam Information

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Exam Objectives Related Content Exam FocusUnderstanding Project‐related Processes Documentation at support.ca.com, Field Experience

Describe Project-related Processes2%

Creating Roles and Resources 33CLR24175 or 33CLR24170 or 33CLR24171 CA PPM 14.4: Resource Management 200 Create Roles and Resources

2%

Booking Project Team Members Using Resource Finder

33CLR24175 or 33CLR24170 or 33CLR24171 CA PPM 14.4: Resource Management 200 Book Project Team Members Using Resource Finder

2%

Managing Resource Requisitions 33CLR24175 or 33CLR24170 or 33CLR24171 CA PPM 14.4: Resource Management 200 Manage Resource Requisitions

2%

Performing Resource Capacity Planning 33CLR24175 or 33CLR24170 or 33CLR24171 CA PPM 14.4: Resource Management 200 Perform Resource Capacity Planning

2%

Understanding Application Administration Options

Documentation at support.ca.com, Field ExperienceIdentify Application Administration Options

2%

Creating Ideas 33CLR24150 CA PPM 14.4: Demand Management 200 Ideas: Creating ideas

4%

Creating Incidents 33CLR24150 CA PPM 14.4: Demand Management 200 Incidents: Creating Incidents

4%

Converting Incidents to Tasks or Projects 33CLR24150 CA PPM 14.4: Demand Management 200 Incidents: Converting Incidents to Tasks or Projects

2%

Understanding the Setup of Financial Data 33CLR2418S or 33CLR24180 or 33CLR24181 CA PPM 14.4: Financial Management 200 Describe the Setup of Financial Data

6%

Defining Financial Organizational Attributes 33CLR2418S or 33CLR24180 or 33CLR24181 CA PPM 14.4: Financial Management 200 Define Financial Organizational Attributes

6%

Building a Cost/Rate Matrix 33CLR2418S or 33CLR24180 or 33CLR24181 CA PPM 14.4: Financial Management 200 Build a Cost/Rate Matrix

2%

Defining Financial Properties of Companies, Resources, and Investments

33CLR2418S or 33CLR24180 or 33CLR24181 CA PPM 14.4: Financial Management 200 Define Financial Properties of Companies, Resources, and Investments

2%

Creating Transaction Entries 33CLR2418S or 33CLR24180 or 33CLR24181 CA PPM 14.4: Financial Management 200 Create Transaction Entries

4%

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© 2016 CA. ALL RIGHTS RESERVED.

Exam Information

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Exam Objectives Related Content Exam Focus

Posting Transactions to Financial 33CLR2418S or 33CLR24180 or 33CLR24181 CA PPM 14.4: Financial Management 200 Post Transactions to Financial

4%

Processing WIP Transactions 33CLR2418S or 33CLR24180 or 33CLR24181 CA PPM 14.4: Financial Management 200 Process WIP Transactions

4%

Setting Up Chargeback Rules 33CLR2418S or 33CLR24180 or 33CLR24181 CA PPM 14.4: Financial Management 200 Set Up Chargeback Rules

4%

Managing a Service 33CLR2418S or 33CLR24180 or 33CLR24181 CA PPM 14.4: Financial Management 200 Manage a Service

2%

Understanding BRM Dashboards and Portlets 33CLR2418S or 33CLR24180 or 33CLR24181 CA PPM 14.4: Financial Management 200 Examine BRM Dashboards and Portlets

2%

Building Portfolios 33CLR2419S or 33CLR24190 or 33CLR24191 CA PPM 14.4: Portfolio Management Build Portfolios

6%

Deploying Partitions Documentation at support.ca.com, Field ExperienceDeploy Partitions

2%

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© 2016 CA. ALL RIGHTS RESERVED.

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Sample Certification Exam Questions

These sample questions are very similar to the questions in the actual exam. Some questions may include several correct options.

Questions Options

Question 1In CA PPM v14.x, which new feature has been added to improve the end-user experience?

A. Inline edits for lists B. Object actions on menus C. Configurable notifications D. Collapsible Smart Sections

Question 2Authorized project managers should be able to edit any project. However, you want to limit this ability to a certain set of project managers. Which best practice should you follow?

A. Assign the Project – Edit or Project – Edit Management right (as appropriate), based on the project Organizational Breakdown Structure (OBS), to the selected users directly. B. Create a security group with the project OBS-based Project – Edit Management right and associate users to that group. C. Create a security group with the Global Project – Edit Management right and associate users to that group. D. Assign the Global Project – Edit Management right to the selected users directly.

Question 3The Planned Allocation and the Hard Allocation section for a Staff Member do not match. If Mixed Booking is enabled, what is the resulting Booking Status?

A. Soft B. Hard C. Mixed D. Hard Pending

Question 4Which statement explains the relationship between cost plans and budget plans?

A. A budget plan is submitted and becomes a cost plan when approved. B. A cost plan is submitted and becomes a budget plan when approved. C. A budget plan is submitted and becomes a benefit plan when approved. D. Values do not flow from one to another. Both are created independently.

Question 5You are defining a response strategy for a risk in CA PPM. Which steps do you perform? (Choose three)

A. Specify a resolution date. B. Select responses from a list. C. Create risk category attributes. D. Specify who the strategy is assigned to. E. Specify how you will respond to the risk using free-form text.

Question 6Which conditions need to be met to convert an existing project to a program? (Choose two)

A. The project contains no staff. B. The project contains no tasks. C. The project contains no schedule. D. The project contains no milestones.

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CA PPM 14.x Business Analyst Certification Exam (CAT-242)

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Questions Options

Question 7An instance of which object can never be deleted?

A. Task B. Issue C. Project D. Resource

Question 8What is the correct sequence for requesting a resource using requisitioning? 1. Project manager staffs a role to the project. 2. Booking/resource manager proposes a named resource for the role. 3. Booking/resource manager searches for a resource and finds a resource to fill the role. 4. Project manager creates a resource requisition and sends the requisition to the booking/resource manager. 5. Project manager reviews the proposed named resource and accepts (books) or rejects the named resource.

A. 1, 3, 2, 5, 4 B. 1, 4, 3, 2, 5 C. 2, 3, 1, 4, 5 D. 4, 5, 3, 1, 2

Question 9You create a capacity planning scenario in CA PPM. You notice that the scenario stays active as you navigate through the application. When you have completed your what-if analysis, how do you remove the scenario?

A. Click Refresh. B. Close the Scenario toolbar. C. Log out of CA PPM and log back in. D. Set the Scenario list to Plan of Record.

Question 10In Financial Management, at which levels are reports run to provide high-level roll-up reporting and detailed reporting? (Choose three)

A. Entity B. Location C. Resource D. Allocation E. Department

Question 11What MUST be established before an Entity can be created? (Choose two)

A. Location OBS B. Department OBS C. Fiscal Period Type D. Default Billing Currency

Question 12You can use classes for various work categories, such as maintenance, administration, and development. You need to define the type of work done by resources assigned to an investment. Which type of class can you use?

A. WIP Class B. Resource Class C. Company Class D. Investment Class

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CA PPM 14.x Business Analyst Certification Exam (CAT-242)

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Questions Options

Question 13Joe Smith has submitted his timesheet and his manager approved it. Overnight, the posting job ran and the timesheet was posted. When a timesheet status is posted:

A. the timesheet can be returned. B. the timesheet can be modified directly. C. the resource must create an adjustment timesheet to make changes. D. the project manager must wait 48 hours before the values posted can be viewed on the investment.

Question 14Which Chargeback rules can be used globally within an Entity to charge Departments for Investment costs?

A. Credit rules B. Overhead rules C. Standard Debit rules D. Investment-specific Debit rules

Question 15Which event must occur before the Customer Dashboard is available to a Department?

A. The Department is part of a portfolio. B. The Department has subdepartments. C. The Department has subscribed to a service. D. The Department provides subscriptions to other departments.

Question 16A portfolio inventory consists of investments and includes: (Choose three)

A. ideas. B. projects. C. incidents. D. programs. E. requirements.

Question 17When you copy an existing portfolio plan, what is carried over from the original plan to the new plan? (Choose two)

A. The ranking rules B. Portfolio properties C. The Distributed Target (Total) and the capital and operating costs D. Investments with a ranking number on the Waterlines page of the original portfolio plan, but not those listed as Not Ranked (NR)

Question 18Company A has two business units that will use CA PPM. Each business unit has a different set of values for fields that should be populated when creating a project. To meet Company A’s requirement, which CA PPM feature should you use?

A. OBS B. Partitions C. Processes D. Conditions

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© 2016 CA. ALL RIGHTS RESERVED.

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Answers

Question 1 = D Question 2 = C Question 3 = C Question 4 = B Question 5 = A, D, and E Question 6 = A and B Question 7 = D Question 8 = B Question 9 = D Question 10 = A, B, and E Question 11 = A and B Question 12 = D Question 13 = C Question 14 = C Question 15 = C Question 16 = A, B, and D Question 17 = A and C Question 18 = B

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