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How to Create and Manage Projects

If you are new to CA Clarity PPM projects, consider using the following process when creating and managing new projects:

  1. Create the project.
  2. Define project properties.
  3. Create the tasks and milestones.
  4. View the allocation of the resources to add to the project.
  5. Assign resources to tasks.
  6. If necessary, create time-varying ETC segments.
  7. Create a baseline.
  8. The resource assignment records time spent on the tasks on their timesheet.
  9. The project manager tracks and compares the actuals to the estimates.
  10. Automatically schedule the tasks using Autoschedule.
  11. Compare actuals to estimates.
  12. Modify the current schedule by creating a tentative schedule. Then, review and publish the changes to the current schedule.