Back to Bookshelf

• Basics User Guide
• Legal Notices
• Contact CA Technologies
• Introduction to the Basics User
  • About this Guide
  • Quick Tour of CA Clarity PPM
    • Main Menu
    • User Toolbar
    • Page Icons
    • Overview Page Portlets
    • Tab Menus
• Getting Started
  • Home Menu
  • Set a Home Page
  • View Your Information
    • Action Items
      • Create an Action Item
    • Notifications
      • Open an Action Item from Notifications
    • Processes
      • Start a Process
      • Modify a Process
      • Cancel a Process Instance
    • Tasks
• How to Add and Manage Your Favorites
  • Save a Page as a Favorite
  • Add a Favorites Page Link
  • Add a Favorites Action Link
  • Add a Favorites Menu Section
  • Reorder Menu Sections
  • Remove a Menu Section or Link
• How to Manage Your Account Settings
  • Manage Your Personal Information
  • Update Your Password
  • Designate Proxies
    • View Your List of Proxies
  • Set Up Notifications
  • Download Software
• How to Personalize CA Clarity PPM
  • Introduction to Personalizing CA Clarity PPM
  • How to Personalize Pages
    • Review the Prerequisites
    • Add and Manage Page Content
    • Add a Page Filter
    • Manage Page Layouts
    • Manage Page Tabs
      • Add a New Tab and Tab Content
      • Edit Tabs
  • Present a Page as a Pop-up
  • How to Work with Lists
    • List Options Toolbar
    • Filter the Lists
      • Build a Power Filter
    • Sort the Lists
    • Edit the Lists
    • Export the Lists
• How to Configure a List
  • Set List Column Layout
  • Set List Options
  • Add a Gantt Chart to a List Portlet
    • Configure the Gantt Chart Display Settings
    • Modify Time Period Settings for a Gantt Chart
    • View and Edit List Portlet Fields
  • Add an Image to a List Portlet
  • Add a Progress Bar to a List Portlet
  • Add a Time Scaled Value to a List Portlet
  • Add an Aggregation Row for a Number Field to a List Portlet
  • Display an Aggregation Field as a Bar or Column Graph
• How to Configure a Chart Portlet
  • Determine a Chart Portlet's Appearance
  • Determine a Chart Portlet's Source Data
  • Configure for Consistent Chart Colors
  • Apply or Remove Consistent Chart Colors
• How to Configure a Filter Portlet
  • Add a Field to a Filter Portlet
  • Add a Lookup or Multi Valued Lookup Field to a Filter Portlet
  • Lay Out Fields on a Filter Portlet
• How to Create and Manage Discussions
  • Introduction to Discussion
  • Create a Discussion Topic
  • Post a Message to a Discussion Topic
  • Post a Reply to a Message
  • Expand or Collapse a Discussion Thread
• How to Work with Folders and Documents
  • Introduction to the Knowledge Store and Document Manager
  • Knowledge Store Access Rights
  • Knowledge Store and Document Manager Permissions at the Folder and Document Levels
  • How to Create a Folder
  • How to Manage a Folder
    • Add a Document to a Folder
    • Download Files from Folders
    • Edit the Folder Properties or Permissions
  • How to Manage Documents
    • Check Out Documents
    • Edit the Document Properties or Permissions
    • Copy, Move, or Delete a Document
    • Work with Document Versions
    • Work with Document Processes
• How to Create, Configure, and Manage a Dashboard
  • Introduction to Dashboards
    • Dashboard and Portlet Differences
    • Dashboard Examples
  • Review the Prerequisites
  • Plan the Dashboard
  • Create a Dashboard
  • Configure the Dashboard Layout
    • Configure the Dashboard Without Tabs
    • Configure the Dashboard with Tabs
      • Add a Tab to the Dashboard
      • Add a Portlet to the Dashboard
  • Manage the Dashboard
    • Share the Dashboard
      • Assign Manager Rights to a User
    • Personalize a Shared Dashboard
    • Publish the Dashboard
    • Export the Dashboard
    • Export the Portlet
    • Remove a Portlet from the Dashboard
• Global Search Tool
  • About the Global Search Tool
  • Perform a Basic Search
  • Perform an Advanced Search
  • Global Search Techniques
    • Use Wildcard Characters in a Global Search
    • Use Boolean Operators in a Global Search
    • Form Subqueries in a Global Search
• Timesheets
  • How to Submit a Timesheet
    • Access an Unsubmitted Timesheet
    • Populate a Timesheet
    • Add Entries to a Timesheet Manually
    • Specify Entry Input Type and Charge Codes
    • Add Indirect Row Timesheet Entries to a Timesheet
    • Enter Work Hours into a Timesheet
    • Submit a Timesheet for Approval
    • Correct a Returned Timesheet
  • Configure Your Timesheet
• How to Run or Schedule a Report to Run
  • Security for Reports
  • Run or Schedule a Report to Run
  • Edit Scheduled Report Run Properties
  • Delete a Scheduled Report Run
  • View a Generated Report
  • Delete Generated Reports
  • Jobs Affecting Report Information
• How to Run or Schedule a Job to Run
  • Statuses for Scheduled Job Runs
  • Run or Schedule Jobs to Run
  • Edit Scheduled Job Run Properties
  • Manage a Scheduled Job Run
  • View or Delete the Job Log
• Keyboard Shortcuts
  • CA Clarity Keyboard Shortcuts (Basic Features)
  • CA Clarity Keyboard Shortcuts (Actions)
  • CA Clarity Keyboard Shortcuts (Lists)
  • Keyboard Shortcuts for Time-Scaled Value Cells