CA Project and Portfolio Management v14.x: Get Straight A's in Managing Resources Effectively

Pre-Con Education: CA Project and Portfolio Management v14.x Get Straight As in Managing Resources Effectively

Kismet Silva-Smith

Agile Management

CA Technologies

Instructor

AMX04E

@CAPPM

#CAWorld

3 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD

Abstract

Do you have a handle on investment management but not sure how to manage your resources effectively? All you need are Straight As - four (4) of them to be precise; Availability, Allocation, Assignment and Actuals. Attending this session will give you a solid view of the "what and the how" the 4 As relate and you will be well on your way to becoming a Resource Management Rock Star!

Kismet Silva-Smith

CA Technologies

Instructor


Agenda

WHAT IS RESOURCE MANAGEMENT?

AVAILABILITY

RESOURCE PLANNING ROCK STAR VIEWS

ALLOCATION

ASSIGNMENTS

ACTUALS

1

2

3

4

5

6


SummaryA Few Words to Describe Resource Management

Results

Resource management is the efficient and effective deployment of an organization's resources when they are needed

Organizations manage all their resources: employees, contractors, partners, and suppliers

Organizations interact with many partners and suppliers on a daily basis, with intertwined business processes

CA Product and Portfolio Management (PPM) 4 As


Let’s Define Them!

Availability – The state of being able to be obtained or used

Allocation – The state of being designated for a special purpose

Assignment – The state of being appointed to perform a specific duty

Actual – The state of completed work


Availability

When a resource is present and ready for use; at hand; accessible

When a resource is capable of being attained

When a resource is willing to serve or assist


Demo

Resource Properties

Calendar– Standard Calendar

– Resource Calendar

– Shifts

– Non-Working Time


Availability

This is the percentage of time a resource is booked to an investment, determined by the:– Start and end date of the resource on the investment

– Hours that the resource works in a day

– Percentage allocation of the resource on the investment

– Non-working time of the resource

Allocation may be Formal

Hard Book

Resource Requisition

Allocation may be Informal

Soft Book


Demo

Team— Default

— Allocation Segments

— Allocation Detail

— Capitalization %

— Cost Plan based on Investment Team

Resource— Allocation Summary

— Allocation Detail

Resource Requisition— Project Manager requests

— Resource Manager fills request


Assignment

This is when you associate a resource to a task to complete the work.

Estimate to Complete (ETC)– This is the number of hours planned to complete each task,

determined by:

A resource’s assignment to a specific task

The resource's allocation percent to the project


Demo

Task– Effort Task

– WBS

– ETC

– Cost Type

– Cost Plan based on Task Assignments


Actuals

This is the work that has been completed by resources on tasks.

This is the work that has been completed by resources on tasks.


Demo

Timesheets– Actual work

– Save

– Proposed ETC

– Pending Actuals

– Submit/Approve/Post

Portlets– Team Member Task Summary

– Task Assignment

– Timesheet Overview


Resource Management Portlets

Resource Planning– Workloads

– Allocations

– Unfilled Allocations

– Bookings

– Top Down Planning

– Organizational Demand

– Capacity

– Scenarios


Q & A


For More Information

To learn more, please visit:

http://cainc.to/Nv2VOe

CA World ’15

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Technology

CA Project and Portfolio Management v14.x: Get Straight A's in Managing Resources Effectively