How to Set up PMBOK Guide Accelerator

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

Install the add-in. For instructions, search Installation.
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.
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.
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.
Activate the PMBOK Guide processes.

This section contains the following topics: