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• Project Management User Guide
• Legal Notices
• Contact CA Technologies
• Project Management Overview
  • About Project Management
  • Project Components
  • Advance Project Planning
  • How to Create and Manage Projects
  • Task Cost Metrics
  • Jobs (Projects)
  • Project Access Groups
• Managing Projects
  • How to Work with Projects
  • My Projects Portlet
  • Set Up a CA Clarity PPM Project
    • Review the Prerequisites
    • Create the Project
      • Create the Project from a Template
      • Create the Project Manually
    • Define the Project Properties
      • Define the General Properties
      • Define the Scheduling Properties
      • Define the Risk Properties
      • Define the Budget Properties
      • Define Project Dependencies
    • Create the Project Team
      • Add Resources or Roles
      • Define the Resource Allocation
    • Create Project Tasks
      • Insert a Task to a Specific WBS Location
      • Copy a Task from a Project Template
    • Manage Resource Utilization
    • Assign Resources
      • Assign Resources to the Project Tasks
      • Assign Resources from the Gantt View
  • Use Project Templates
    • Designate Projects as Templates
    • Populate Projects from a Template
    • Rules for Copying Financial Plans from Project Templates
    • Project Fields Used for Copying Financial Plans
    • How Start Dates of Financial Plans are Copied Over
    • How to Copy Financial Plans from Project Templates
  • Define Project Properties
    • Define General Properties
    • Financially Enable Projects
      • Financially Close Projects
      • How to Set Up Projects for Tracking Costs
        • About the Financial Cost/Rate Matrix
        • Associate the Cost/Rate Matrix to Projects
    • Control Access to Projects
  • Estimate to Complete (ETC)
    • How to Define Project Estimates (ETC)
    • How ETC is Calculated
    • How to Modify ETC (Investments)
      • Apply New ETC Across Tasks
      • Apply Top-Down Estimating
  • Subprojects
    • Add Subprojects to Master Projects
    • Create Subprojects from Project Templates
    • Create Subprojects from Project WBS
    • View Combined Subproject Actuals and Estimates (projects)
    • Control Access to Subprojects
  • Baselines
    • Create Baselines
    • Edit Baselines (Investments)
    • Update Project Baselines
    • Update Task Baselines
    • How Master Project and Subproject Baselines Work
    • Update and Display of Master Project Baselines
  • Earned Value
    • Default Earned Value Options (Investments)
    • Earned Value Metrics
    • Calculate Earned Value Totals
    • About Earned Value Calculation Methods
    • How Earned Value Calculation Methods are Applied
  • How to Close Projects
  • How to Delete Projects
    • Deactivate Projects
    • Mark Projects for Deletion
  • Cancel Projects Marked for Deletion
• Scheduling (projects)
  • Gantt View Quick Tour
  • How to Work with the Gantt View Toolbar
  • Pending Edits in Gantt View
  • Gantt in a Separate Window
  • Gantt Chart Legend
    • Change Gantt Chart Timescale
  • Printable Gantt View
  • Work Breakdown Structure
    • About the Effort Task
    • About the Summary Task
  • How to Edit Tasks
    • Edit Tasks in the Work Breakdown Structure
    • Edit Tasks in the Gantt Chart
    • Edit Task Properties
    • Edit Task Duration in the Gantt Chart
    • Set the Default Earned Value Options (Tasks)
    • Set Time Tracking at the Task Level
  • Task Dependencies and Relationships
    • Task Dependencies and Autoschedule
    • Drag and Drop Guidelines for the Gantt
    • Create Task Dependencies
    • Open Projects from CA Clarity PPM in Open Workbench
    • Edit Task Dependencies
    • About Dependency Chains
    • Create External Task Dependencies
    • About Externally Dependent Tasks
  • Organize Your Tasks
    • Move Tasks within the WBS
    • Expand and Collapse the WBS
  • Resource Utilization
    • How to View Resource Utilization
      • View Resource Utilization in Aggregate
    • Edit Resource Utilization
  • Estimate to Complete (ETC) (Tasks)
    • How to Set Up Tasks for Top-Down Estimating
      • Zero out Existing Estimates
      • Enter Distribution Percentages
      • Apply Top-Down Estimating Using the Estimating Rules Mode (Tasks)
    • Task Estimating Rules
      • How to Apply Estimates (Tasks)
      • How to Create Task Estimating Rules
        • Create Task Estimating Rules
        • Create Execution Conditions
      • Compare Generated ETC with Current ETC
      • Apply ETC from Task Estimating Rules
      • Apply Estimating Rules (Investments)
      • Edit Task Estimating Rules
      • Edit Task Estimating Rule Condition
  • How to Update Cost Totals
    • Update Cost Totals
• Teams (projects and investments)
  • How to Work with Project Team Staff
  • How to Manage Project Teams
  • Add Resources to Projects by OBS Unit (Investments)
    • About Team Staff Member OBS Unit
    • Specify Staffing Requirements
  • About Task Requisitions
  • Create Requisitions
  • Edit Unopened Requisition Requests
  • Review and Book Proposed Allocations
  • Unbook Hard-Booked Resources Using Requisitions
  • Replace Unbooked Resource Requisitions
  • Request Additional Bookings
  • About Roles and Role Capacity
  • Edit Resource Roles
  • Edit Team Staff Member Properties
  • About Booking Already-Booked Resources
  • About Assigning Resources to Tasks
  • Replace Resources Assigned to Tasks
  • Remove Resource Assignments from Tasks
  • Modify Resource Assignments
  • About Time-Varying ETCs for Assignments
    • How to Enter Time-Varying ETC Segments
    • Enter Time-Varying ETC Segments for Task Assignments
    • Enter Time-Varying ETC Segments for Resource Assignments
    • Create New Time-Varying ETC Segment
    • About Entering Time-Varying ETC in Capacity Planning Scenario Mode
    • Update Total ETC from Time-Varying ETC
    • Evenly Distribute ETC Over Segments
    • ETC Distribution and Autoschedule
    • How to Run Autoschedule After Adjusting ETC
  • About Team Staff Member Replacement
    • Guidelines for Team Staff Member Replacements
    • How Information Transfers to Replacement Staff
    • Project Locks and Team Staff Member Replacement
    • How to Replace Team Staff Members
      • About Replacing Resources on Tasks with Unassigned Team Staff Members
      • About Replacing Resources on Tasks with Assigned Team Staff Members
      • About Replacing Roles on Tasks with Assigned Team Staff Member
      • Availability Score and Team Staff Member Replacement
        • Replace Resources Using Availability Score
  • Remove Team Staff Members (Investments)
  • Manage Project Participants
    • Add Participants
    • Create Participant Groups
  • Allocations
    • About Planned and Hard Allocation
      • Example: Fill Gaps in Allocation Segments
    • About Overallocating Resources
    • Shift and Scale Resource Allocations
    • Change Resource Default Allocation (Investments)
    • About Editing Allocations
    • How to Reset Resource Allocations
      • Allocate Resources from Estimates
      • Generate Estimates Based on Resource Allocation
      • Set Resource Allocation
      • Accept Hard Allocation
      • Commit Planned Allocation
• Autoschedule
  • About Autoschedule
  • How to Work With Autoschedule
  • About Tentative Schedules
  • About Tentative Schedules and Subprojects
  • Create a Tentative Schedule
  • Schedule Subnets
  • Publish Tentative Schedules
  • Autoschedule and Publish
  • Unlock Projects in Tentative Schedule Mode
• Timesheets
  • Manage Time Recording
    • Update Timesheet Permissions
    • Notify Resources about Overdue Timesheets
    • Process Submitted Timesheets
  • Restore Timesheet Defaults
  • Apply Timesheet Changes to All Resources
• Microsoft Project Desktop Scheduler
  • Microsoft Project and CA Clarity PPM Schedule Connect
  • Requirements Before You Install CA Clarity PPM Microsoft Project Interface
  • How to Set up Microsoft Project 2010 and 2013 with CA Clarity PPM
    • Uninstall the Microsoft Project Interface from Microsoft Project
      • Uninstall the Interface from Microsoft Project 2007
      • Uninstall the Interface from Microsoft Project 2010 or 2013
    • Review the Prerequisites
    • Enable the CA Clarity PPM Microsoft Project Interface Macro
    • Set the Browser Options
    • Set up the Connection to a CA Clarity PPM Server
    • Set up Microsoft Project Options to Work with CA Clarity PPM
  • How to Upgrade CA Clarity PPM Schedule Connect
  • How to Uninstall the CA Clarity PPM Microsoft Project Interface with Schedule Connect
  • Working Copies of Projects in Microsoft Project
  • Data Exchanges between Microsoft Project and CA Clarity PPM
    • Data Retrieval from Microsoft Project
    • How Concurrent Timesheets and Transaction Changes are Merged (Microsoft Project)
  • About Cost Data Retrieval (Microsoft Project)
  • External Dependencies in Microsoft Project
  • How to Open CA Clarity PPM Projects in Microsoft Project
    • Open Projects from CA Clarity PPM in Microsoft Project
    • Open CA Clarity PPM Projects from Microsoft Project
  • About Project Locks (Microsoft Project)
  • How to Save CA Clarity PPM Projects in Microsoft Project
    • Save New Projects to CA Clarity PPM from Microsoft Project
    • Save Copies of Existing CA Clarity PPM Projects as New Projects (Microsoft Project)
    • Save Existing Projects to CA Clarity PPM from Microsoft Project
  • Unlock and Hold Locks on Projects (Microsoft Project)
  • Exit Microsoft Project
  • How to Create Projects (Microsoft Project)
  • How to Assign Resources to Tasks (Microsoft Project)
  • Add Resources or Roles to Projects (Microsoft Project)
  • About Balanced Workloads (Microsoft Project)
  • How to Work with Subprojects using Microsoft Project
    • About the Shared Resource Pool Project (Microsoft Project)
    • About Opening Subprojects (Microsoft Project)
    • About Access Rights and Locks on Subprojects (Microsoft Project)
    • How Subprojects are Opened (Microsoft Project)
    • How Subprojects are Saved (Microsoft Project)
  • Baselines
    • About Master Project Baselines (Microsoft Project)
    • Save the Baseline (Microsoft Project)
  • Actuals (Microsoft Project)
    • Rework Plans (Microsoft Project)
• Risks, Issues, Change Requests, and Action Items
  • Manage Project Risks
    • Review the Prerequisites
    • Create a Risk
    • Create a Response Strategy
    • Close the Risk
    • Create an Issue and Close the Risk
    • Create an Issue
    • Close the Issue
    • Create a Change Request
  • Risks
    • How to Work with Risks
    • How to Create Risks
      • Create Risks from Issues
      • Create Risks from Change Requests
    • Risk Rating
      • How Risk Rating Works
      • Assign Rates to Risk Factors
    • Calculated Risk Score
    • About Risk Notes
      • Add Notes (Risks)
    • Risks Associated with Tasks
      • View a List of Risks Associated with Tasks
      • Create Key Tasks Associated to Risks
      • Associate Existing Tasks with Risks
    • Risk Audit Trail
      • View Audit Fields (Risks)
    • Risk Management Processes
  • Issues
    • How to Work with Issues
    • How to Create Issues
      • Create Issues from Change Requests
      • Import Issues from Another System of Record
      • Close Change Requests and Track as Issues
    • About Issue Notes
      • Add Notes (Issues)
    • Issues Associated with Tasks
      • View a List of Issues Associated with Tasks
      • Associate Existing Key Tasks with Issues
    • Issue Audit Trail
      • View Audit Fields (Issues)
    • About Issue Processes
  • Change Requests
    • How to Work with Change Requests
    • How to Create Change Requests
      • Create Change Requests
      • Create Change Requests from Risks
    • Close Change Requests
    • Notes (Change Requests)
      • Create Change Request Notes
    • About Change Request Audit Trail
      • View Audit Fields (Change Requests)
    • About Processes for Change Requests
  • About Action Items (Projects)
    • How to Work with Action Items (Projects)
      • Create Action Items (Projects)
  • Notes
    • Add Notes (Risks)
    • Add Notes for Issues
    • Add Notes for Change Requests
  • Audit Trail
    • BCL--View Audit Fields (Risks)
    • View Audit Fields (Issues)
    • View Audit Fields (Change Requests)
• Programs
  • The Differences Between Projects and Programs
    • About Programs
  • How to Create Programs
    • Create New Programs
    • Convert Projects into Programs
  • Program Properties
    • Define Program General Properties
    • Scheduling Properties
      • Open and Close Projects for Time Tracking
      • Define Default Staffing Options
    • Define Program Budget Properties
    • Program Risk Properties
  • Open Programs in Open Workbench
  • Add Projects to Programs
    • View Combined Subproject Actuals and Estimates
    • Remove Projects from Programs
  • Program Dependencies
    • Create Program Dependencies
    • View Program Dependencies
    • Remove Dependencies
  • Associated Releases
    • View a List of Associated Releases
    • Open Releases Associated to Projects or Programs
    • Unlink Projects or Programs from Releases
  • Monitor Program Performance
  • How to Delete Programs
  • Cancel Programs Marked for Deletion
• Setup
  • About Invalid Transactions
  • How to Work with Project Management Settings
    • Defines the Default Project Management Settings
    • About Resource Load Patterns
    • Set the Default Resource Load Pattern
    • About Earned Value Calculation Methods
    • Set the Default Earned Value Calculation Method
    • Set the Default Resource Booking Options
  • About Base Calendars
    • Create New Calendars
    • About the Default Shift (Base Calendar)
    • Define Days as Workdays (Calendars)
    • Set Resource Shifts (Calendars)
    • Reset Base Calendar Shifts
    • Change Base Calendar Parent/Child Relationships
  • Risk Category Types
    • How to Add New Risk Categories
  • About the Risk Score Matrix
    • Set Risk Threshold
  • Earned Value Reporting Periods
    • Create Earned Value Reporting Periods
    • Edit Earned Value Reporting Periods
  • Earned Value Periods
    • Generate Earned Value Periods
• Portlets and Reports
  • Monitor Project Performance
    • General Portlet
    • Labor Effort Portlet
    • Project Status Portlet
    • Team Utilization Portlet
• Access Rights (Investments)
  • Project Access Rights
  • Timesheets Access Rights
  • Earned Value Definition Rights
  • Program Access Rights
• Microsoft Project Field Mappings
  • About Field Mappings (Microsoft Project)
  • Project Information Field Mapping (Microsoft Project)
    • Schedule Field Mapping (Microsoft Project)
    • Manager Field Mapping (Microsoft Project)
    • Other Project Attributes Field Mapping (Microsoft Project)
    • Calendar Field Mapping (Microsoft Project)
  • Resource Information Field Mapping (Microsoft Project)
  • Tasks Field Mapping (Microsoft Project)
  • Resource Assignment Information Field Mapping
  • Notes Field Mapping (Microsoft Project)
  • Private Field Mapping (Microsoft Project)