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Using CA PPM for Effective Program Management

Presented by: Brian Wuenstel and Don Dickson | Date prepared: April 17, 2015

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PMI Definition of PgMA group of related projects managed in a coordinated way to obtain benefits and control not available from managing them individually.

• Benefits Management• Stakeholder Management• Program Governance

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What is Program Management in Your Organization?

• Do you use it?• Are all projects attached to a program?• Are projects attached to multiple programs?

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How does CA PPM Support PgM?• Hierarchical Reporting• Cost / Benefit / Budget Plans• Issues / Risks / Changes• Status Reporting• Project Interdependencies

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CA PPM Functionality

Attributes or Ability Portfolio Program Master Project Project

Display sum of values from Subprojects (actual, budget, plan, effort) Yes Yes Yes N/A

Assign Staff to the Team No No Yes Yes

Create Status Reports, Issues, Risks No Yes Yes Yes

View WBS No Yes Yes Yes

Have Tasks No Milestones Yes Yes

Have Financials Targets only Plan and Budget only Yes Yes

Connect to scheduler? No Read Only Read / Write Read / Write

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CA PPM Gaps in OOTB PgM Functionality• What do you see as CA PPM Gaps with respect to OOTB PgM

functionality?

– What are the gaps in OOTB CA PPM PgM functionality?– What are you doing to resolve these?

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Some Gaps That We See…• Risk and Issue Escalation• Program Cost and Budget Reporting• Status Report Consolidation• Data Integrity Program – Project• Combined Resource Management• Project Instance Rights

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Risk and Issue Escalation Process

Copy the Issue/Risk to the Program

Close the Issue/Risk at the Project

Notify the Program Manager of the new Issue / Risk

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Rollup Reporting• Identify a reporting level on: Issues, Risks and Tasks• Define custom portlets to pull in items based on the reporting

level.

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Budget/Plan/Actual for Program and Projects

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Data Integrity Program – Project• Scheduled Process keeps program and project fields in sync.

Program Fields Project Fields

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Program Resource Management

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How Have You Supported PgM in CA PPM?• Portlets• Processes• Reporting• Dashboards

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Questions

Phone888.813.0444

Emailinfo@regouniversity.com

Websitewww.regouniversity.com

We hope that you found this session informative and worthwhile. Our primary goal was to increase your understanding of the topic and CA PPM in general.

There were many concepts covered during the session, if you would like to contact any presenter with questions, please reach out to us.

Thank you for attending regoUniversity 2015!