How to Get Started with Demand Management › Demand Management Prerequisites

Demand Management Prerequisites

Before managing demand in CA Clarity PPM, complete the following checklist:

• Verify that the Demand Management module is installed and that you have a valid license for it.
• Consult the Access Rights Reference Guide and verify that each user has the appropriate access rights for ideas or incidents. At minimum, verify that you have assigned one or both of the following global access rights to each user who plans to use Demand Management:

  Incidents - Access

  Allows the user to access the incident pages.

  Ideas - Navigate

  Lets the user navigate to the Ideas pages and view the Ideas link.

  Note: Users can confirm their access rights by logging in and selecting Ideas or Incidents from the Demand Management menu.

• To enable users to create incidents, assign access rights for at least one incident category:
  • Incidents - Create
  • Incidents - Select Category
• To enable users to view or edit financial plan data, assign one or more of the following access rights for ideas:
  • Idea - Financial Plan - Submit All for Approval
  • Idea - View Financial Information All
  • Idea - Benefit Plan - Edit All
  • Idea - Benefit Plan - View All
  • Idea - Budget Plan - Approve All
  • Idea - Budget Plan - Edit All
  • Idea - Budget Plan - View All
  • Idea - Cost Plan - Edit All
  • Idea - Cost Plan - View All
• Verify that the following jobs for incidents are scheduled to run:
  • Post Incident Financials job
  • Post Incident Effort Chargebacks job
• Configure a currency and a cost/rate matrix. Before a resource can enter financial data for incidents, create as many cost matrices as needed for each entity. Define the general properties and then assign columns to the matrix. For more information, see the Financial Management User Guide.