Installing the PMBOK Guide Accelerator › How to Set up PMBOK Guide Accelerator

How to Set up PMBOK Guide Accelerator

Use the following process to set up the PMBOK Guide Accelerator. Most of the steps in this process are done in the Administration Tool, except when noted. These steps should be done by your CA Clarity PPM administrator:

See the Administration Guide for more information.

• Do the following for each administrator, project manager, team member, and executive who will be working with PMBOK Guide projects and documents:
  • Create a resource. Make sure you enter valid email addresses for all project managers and the resources identified as reviewers so that email notifications are successfully sent and received.
  • Add the appropriate PMBOK Guide Accelerator access group to the resource.
• Modify the phases included with the Standard phase type, and define any additional sets of phases to meet the organization project needs.
• Create project templates for each of the organization project types.

  See the Project Management User Guide for more information.

• Modify the tasks that are part of the template(s) to match the tasks that the project type uses. You can modify tasks to use terminology that your team uses and add any attributes for tasks of standard project types, such as effort, cost, and resources.

  See the Studio Developer’s Guide for more information.

• Create the additional PMBOK Guide documents that your organization uses.
• Assign the global access rights for the new PMBOK Guide documents to the appropriate PMBOK Guide Accelerator access group.
• Configure the documents to meet the organization needs, and disable or delete any documents the project team does not use.

  See the Studio Developer’s Guide for more information.

• Activate the PMBOK Guide processes.

More information:

Create the Documents Your Organization Uses