Overview: PMBOK Guide Accelerator › PMBOK Guide Document Components

PMBOK Guide Document Components

PMBOK Guide documents consist of the following components. The CA Clarity PPM administrator controls the access to the components to grant the CA Clarity PPM access rights.

Reports

You can export report data to a Microsoft Excel spreadsheet so that you can perform statistical operations, such as SUM and AVERAGE. To export your results to Excel, open the report, and select Export to Excel.

Actions Menu and Edit Mode

You can edit some of the document data directly from the list page for that document type. For example, for project scope statement documents not yet submitted for review, edit the scope statement name, and review completed date directly from the list page.

To edit the fields on list pages, click Edit.

Processes

You can view initiated processes, or create new ones using the Processes page. For example, create a process that notifies the managers when the status of a document changes to "Approved." You can also define a process to take an action, such as changing the project progress to "Completed."

Audit Trail

Audit Trail keeps a historical record of all changes, additions, and deletions that occurs to specified document fields. Use the page to view a log of change, addition, or deletion records for any of the fields for auditing. Audit Trail appears if your CA Clarity PPM administrator has set it up and if you have the appropriate access rights. The CA Clarity PPM administrator also determines the fields to audit and the information stored in the audit trail.