Clarity Educational Community Using CA PPM for Effective Program Management Presented by: Brian Wuenstel and Don Dickson | Date prepared: April 17, 2015

2 Clarity Educational Community PMI Definition of PgM A group of related projects managed in a coordinated way to obtain benefits and control not available from managing them individually. Benefits Management Stakeholder Management Program Governance

3 Clarity Educational Community What is Program Management in Your Organization? Do you use it? Are all projects attached to a program? Are projects attached to multiple programs?

4 Clarity Educational Community How does CA PPM Support PgM? Hierarchical Reporting Cost / Benefit / Budget Plans Issues / Risks / Changes Status Reporting Project Interdependencies

5 Clarity Educational Community CA PPM Functionality Attributes or AbilityPortfolioProgram Master Project Project Display sum of values from Subprojects (actual, budget, plan, effort) Yes N/A Assign Staff to the TeamNo Yes Create Status Reports, Issues, RisksNoYes View WBSNoYes Have TasksNoMilestonesYes Have FinancialsTargets only Plan and Budget only Yes Connect to scheduler?NoRead OnlyRead / Write

6 Clarity Educational Community CA PPM Gaps in OOTB PgM Functionality What do you see as CA PPM Gaps with respect to OOTB PgM functionality? – What are the gaps in OOTB CA PPM PgM functionality? – What are you doing to resolve these?

7 Clarity Educational Community Some Gaps That We See… Risk and Issue Escalation Program Cost and Budget Reporting Status Report Consolidation Data Integrity Program – Project Combined Resource Management Project Instance Rights

8 Clarity Educational Community Risk and Issue Escalation Process Copy the Issue/Risk to the Program Close the Issue/Risk at the Project Notify the Program Manager of the new Issue / Risk

9 Clarity Educational Community Rollup Reporting Identify a reporting level on: Issues, Risks and Tasks Define custom portlets to pull in items based on the reporting level.

10 Clarity Educational Community Budget/Plan/Actual for Program and Projects

11 Clarity Educational Community Data Integrity Program – Project Scheduled Process keeps program and project fields in sync. Program FieldsProject Fields

12 Clarity Educational Community Program Resource Management

13 Clarity Educational Community How Have You Supported PgM in CA PPM? Portlets Processes Reporting Dashboards

14 Clarity Educational Community Questions Phone Website We hope that you found this session informative and worthwhile. Our primary goal was to increase your understanding of the topic and CA PPM in general. There were many concepts covered during the session, if you would like to contact any presenter with questions, please reach out to us. Thank you for attending regoUniversity 2015!