Installing the PMBOK Guide Accelerator

Installing the PMBOK Guide Accelerator

This section contains the following topics:

How to Set up PMBOK Guide Accelerator

How to Set up PMBOK Guide Accelerator

For information on how to install an add-in, see the Installation Guide.

Use the following process to set up the PMBOK Guide Accelerator. These steps should be done by your CA Clarity PPM administrator:

For more information, see the Administration Guide.

• 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.

  For more information, see the Project Management User Guide.

• 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.

  For more information, see the Studio Developer’s Guide.

• 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.

  For more information, see the Studio Developer’s Guide.

• Activate the PMBOK Guide processes.

More information:

Create the Documents Your Organization Uses

Create the Documents Your Organization Uses

The PMBOK Guide Accelerator includes a set of PMBOK Guide documents that are part of the PMBOK Guide project templates. This procedure details how to create and define the additional PMBOK Guide project documents that are used by your organization and add them to the template. When project managers use a PMBOK Guide template to create a new project, the set of documents is included with the new project.

You create a document as a subobject to the Project object using Studio. Users access the subobject from a subpage that displays as a link on the properties menu for PMBOK Guide projects.

By default, the subpages added to the project object view displays for standard CA Clarity PPM projects and PMBOK Guide projects. If you do not require the projects to display the new document link on the properties menu, add the display condition that limits the display of the subpage to only PMBOK Guide projects.

For more information, see the Studio Developer’s Guide.

Follow these steps:

1. Create a new object and select Project as the master object.

   A new subobject for the document is created. A new subpage for the project's Properties view is also created.

2. Add attributes to the new object.

   The document includes fields.

3. Open the Project object, click to edit the project properties view, and open the new subpage.

   The property layout page appears with the new subpage listed.

4. Define the new subpage properties, such as modifying the label for the link that displays for users on the properties menu.

   The subpage properties page appears.

5. Add the following display condition so that the subpage displays for PMBOK Guide projects only:

   ( Project PBK Project Flag = 1 )
   

   The new PMBOK Guide document is created.

More information:

Documents

Project Templates

The universes and stock reports are stored in the Business Intelligence Archive Resource (BIAR) file included with the add-in. If your company takes advantage of the Business Objects reporting security model, import the BIAR file using the Business Objects Import Wizard. Repeat the steps you used for importing the CA Clarity PPM universe and stock report information to import the BIAR file for the add-in.

BIAR file name: CA_Clarity_PBK.BIAR