Project Management Overview › Collaboration Tools

Collaboration Tools

CA Clarity PPM provides a number of tools that project participants and staff can use to collaborate with one another about project activities and deadlines.

These tools are:

• Project Form Manager. Use the Form Manager to build a repository for project-related forms.
• Project Document Manager. Use the Document Manager to build a repository for project-related documents.
• Action Items. Action items are the units of work that you assign to members of a project, or to yourself. Use action items to track the progress of projects and ensure that the project is complete and on time.
• Discussions. Use discussions to exchange ideas and communicate in a common location on project-related topics.
• Calendar. Use your Calendar to view events that have been assigned to you. If you are the project's manager or creator, you can also use the calendar to view the calendar events of project participants.

Note: See the Common Features and Personal Options User Guide for more information.

The project collaboration tools are available from the tool bar on the Project Document Manager page (default page). To view this page, open the project and select the Collaboration tab.

You can also access many of the collaboration tools directly from the Projects list page by clicking one of the listed icons. To access the project calendar, click the Calendar icon. To access the Document Manager, click the Document Manager icon. To access project discussions, click the Discussions icon.