Managing Projects › Set Up a CA Clarity PPM Project

Set Up a CA Clarity PPM Project

A project is the most common work plan, and is typically derived from ideas, proposals, unapproved projects, your backlog, or service requests. You prioritize and approve projects based on a number of key factors, including the following items:

• Business strategic plans
• Budget, time, and resource constraints
• IT strategy and governance
• IT architecture guidelines and standards
• IT risk management
• Current and planned workloads

Projects are the core investment in the application. Understanding how to create projects enables you to properly manage them. Creating projects is the first step in the project management process.

The following diagram describes how a project manager sets up a CA Clarity PPM project.

To set up a CA Clarity PPM project, perform these steps:

1. Review the prerequisites.
2. Create the project:
   • Create the project from a template.
   • Create the project manually.
3. Define the project properties:
   • Define the scheduling properties.
   • Define the risk properties.
   • Define the budget properties.
   • Define the project dependencies.
4. Create the project team:
   • Add the resources or roles.
   • Define the resource allocation.
5. Create the project tasks.
6. Assign resources to the project tasks.

Note: This scenario does not include all of the terminology that is involved in setting up a CA Clarity PPM project.