This section contains the following topics:
Manage Your Personal Information
Use the account settings pages to change elements of your resource profile, assign your action items to a different user, and to download software. Use the personal information page to manage your account settings.
You can do the following to manage your account settings:
Use the personal information page in account settings to do the following:
For more information about managing resources, see the Resource Management User Guide.
Follow these steps:
The personal information page appears.
Defines the user name that the resource uses to log in to CA Clarity PPM. On the personal information page, displays the user name.
Limits: 80 characters
Defines the last name for the resource. On the personal information page, displays the last name.
Required: Yes
Defines the first name for the resource.
Required: Yes
Defines the address the notifications and other CA Clarity PPM communications are sent to. On the personal information page, displays the email address.
Required: Yes
Note: Accurate and updated address is required.
Defines the SMS (Short Messaging Service) address to which notifications are sent. The SMS transmits short messages to mobile communications devices such as cellular telephones.
Note: Contact your mobile service provider for details about using the SMS.
Defines your work telephone number.
Defines your home telephone number.
Defines the primary workplace time zone.
Defines your work locale. The locale drives the number and date language formatting in CA Clarity PPM.
Default: English (United States)
Defines the language to use CA Clarity PPM. The language selected here also applies to the Business Objects reports for the resource.
Note: Change in the language takes 15 minutes to reflect. You can wait for 15 minutes, or log out and log back in to reflect the change.
Default: English
Defines your home page.
Default: System Default or User Configured
You can include an unlimited number of characters in your password.
Best Practice: Select a combination of letters and numbers in your password to help ensure that your information remains secure.
Follow these steps:
The personal information page appears.
Defines the current password you use to log in to CA Clarity PPM.
Defines the new password you can use to log in to CA Clarity PPM.
Defines the confirmation of the new password you can use to log in to CA Clarity PPM.
You can temporarily designate another resource as your action items proxy using the proxy page in account settings. As a proxy, the assigned resource receives action items (such as your regularly scheduled or urgent actions items) during the specified proxy period.
During the period that an action item is due, the designated proxy sees the action item in their Action Items portlet on their overview page.
Important! Verify that the resource designated as your action items proxy has the appropriate access rights for the actions they must process. For example, if you designate a proxy to receive action items to approve timesheets, the proxy requires the Timesheets - Approve All right.
Follow these steps:
The proxy page appears.
Specifies if you want to use a proxy.
Defines the resource being designated as your proxy.
Defines the start date for the proxy period.
Defines the end date for the proxy period.
If other resources have designated you as their action items proxy, their names appear in the Resources field on the proxy page of account settings. Any action items that become due during the proxy period display in your Action Items portlet on the overview page. One or more resources can designate you as a proxy.
Notifications are automatically generated when certain actions are triggered. For example, you can select notification by email when someone responds to an action item.
You can view and manage the method in which you receive your notifications when their associated events are triggered. Select from the following types of notification methods:
Specify your email address in your resource profile to use this notification method.
Note: Specify your Short Message Service (SMS) address to use this notification method.
The following list describes examples of situations that trigger notifications for each functional area:
A notification is sent out when a new action item is assigned to you and when one is due.
A notification is sent when you are assigned to a change request.
A notification is sent when a process fails or stalls and you are identified as the person to notify for escalations.
A notification is sent when you are assigned to an issue.
A notification is sent when a resource identifies you as the person to contact for a certain step in a process.
A notification is sent when a resource adds you to or removes you from a project.
A notification is sent when a report or job you initiated, scheduled, or assigned to is completed or failed.
A notification is sent when you are assigned to a risk.
A notification is sent when you receive notification for a timesheet submitted. If you submitted a timesheet, you can receive notification that it is overdue or returned.
Use the notifications page in account settings to specify, or change the types of notifications you want to receive. You can also specify the method used to receive notifications.
All the method check boxes for each functional area are selected by default.
Follow these steps:
The personal information page appears.
The notifications page appears.
You can view and manage the method in which you receive your notifications when their associated events are triggered. Select from the following types of notification methods:
Specify your email address in your resource profile to use this notification method.
For more information about managing resources, see the Resource Management User Guide.
Specify your Short Message Service (SMS) address to use this notification method.
Follow these steps:
The personal information page appears.
The notifications page appears.
You can download the following software from CA Clarity PPM:
This application is desktop project management software. You can use Open Workbench as a stand-alone software application or with CA Clarity PPM.
Use CA Clarity PPM Microsoft Project Interface to connect Microsoft Project with CA Clarity PPM.
Use Java Runtime Environment to use XML Open Gateway (XOG) to pass data between CA Clarity PPM and other programs.
Allows you to view graphical portlets and processes.
Used to download and install the Xcelsius locally on your computer. Use Xcelsius to create visualizations and to set up the data connections.
Note: For this download link to display on the software downloads page, requires access rights to install Xcelsius. In addition, the CA Clarity PPM administrator requires copying the Xcelsius setup zip file to a CA Clarity PPM install folder.
Contact your CA Clarity PPM administrator if you are unable to download Xcelsius.
Used to give your Xcelsius visualizations the same colors as your portlets and pages in CA Clarity PPM. The CA Clarity PPM UI themes are available to use in Xcelsius visualizations.
Follow the instructions on the software downloads page for information about making UI themes available as Xcelsius color schemes.
Used to help you get started with sample implementations. You can use the Xcelsius visualizations design files (.XLF) as is, or you can use them as a starting point to design your own Xcelsius visualizations.
See the CA Clarity-Xcelsius Implementation Guide for more information.
Use the following procedure to download client software to your computer from CA Clarity PPM. To download software:
Note: Even if you have the appropriate access rights, the software may not be available. Make a note of the folder location to which you install the software.
See your CA Clarity PPM administrator for assistance if you are unable to download the required client software. In addition, contact your administrator if you have questions about the download process.
Follow these steps:
The personal information page appears.
The software downloads page appears.
Depending on the software you select, a series of file download, "Save As", and install windows open.
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