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THE CA CLARITY SOLUTION

A Functional Overview of the Components


and Functionality in the CA Clarity Solution

agility
made possible

THE CA CLARITY SOLUTION

Introduction
The CA Clarity Solution
As you face todays competitive reality, it is getting more difficult to meet rapidly changing business and
market demands. Tough economic times force us to make hard choices choices, to ask, How do we make
the right decisions on where to invest our resources and remain competitive?
The CA Clarity solution is the decision engine that can help you manage every aspect of your portfolio,
whether you are managing ideas and requirements for new products and services, rationalizing your
applications or managing across multiple development methodologies, so you can compete in an
increasingly complex world.
CA Clarity is an integrated solution that empowers your organization to seamlessly manage its services,
projects, products, people and financials. It gives you a real-time view into your organizations
investments, initiatives and resources, and empowers you to deliver controlled and predictable execution
of projects and programs.
Only CA Technologies provides you with the most complete and proven project and portfolio management
solution in the industry today, giving your teams intuitive tools to improve their productivity, and your
leaders a view into the entire portfolio, empowering you to work smarter and innovate faster.

THE CA CLARITY SOLUTION

Table of Contents
Capabilities

Architecture, Delivery, and Integrations

Portfolio Management

Platform & Architecture

39

Application Portfolio Management

Delivery Options

42

Integrations

44

Financial Management

10

Ideation

13

Requirements

16

Agile

19

Project Management

22

Resource Management

25

Governance/Standards/Best Practices 28
Executive Dashboards & Reports

30

Cross-Module Functionality

33

THE CA CLARITY SOLUTION

Portfolio Management
Create a Strategic Enterprise Portfolio to Drive Your Long-Term Goals
Project & Portfolio Management in CA Clarity PPM gives you all the tools you need to align your
strategic investments with your corporate goals, bringing you the highest return on the use of your
limited resources. It provides you with the structured environment you need to create an enterprise
portfolio, define metrics, perform what-if analysis and make better, fact-based decisions about the
future of the portfolio.
Establish Portfolio Standards
How do you decide where to invest your organizations time, budget and staff? On what do you base your
decision to launch a new product, expand delivery of a service or develop an innovation? If your company
is like most others, decisions are often based on subjective criteria such as the loudest or most
demanding internal or external customer. The result: your portfolio decisions may not align with your
overall business strategy. Using CA Clarity PPM, you can define structured criteria and metrics to drive
smarter, fact-based decisions about the allocation of your limited resources.
The extensive configuration capabilities in CA Clarity PPM allow you to adapt the standard evaluation
criteria or easily add your own. With point-and-click configuration, its easy to create, prioritize and evaluate
investments against your own metrics, such as return-on-investment and break-even analyses, cost
avoidance or revenue enhancement goals, quality statistics, business value assessments and many more.
Define your Strategic Portfolio
Once youve determined how best to measure your portfolio against your strategic goals, you can
inventory current and proposed investments and evaluate them against the selected criteria. CA Clarity
PPM enables you to get up and running quickly, providing you with an easy-to-use interface for entering
existing investments, projects, programs, applications, assets and services.
Within CA Clarity PPM, you can create multiple portfolios, each consisting of different sets of
investments, including projects, assets, applications, resources and services. You can also group portfolios
together in parent-child relationships, allowing individual departments or companies to maintain their
own portfolios while providing overall visibility at the executive level. The interlinked portfolios provide
support for top-down planning and bottom-up reporting.

THE CA CLARITY SOLUTION

Evaluate Your Portfolio


CA Clarity PPM provides you with a complete set of tools and reports to enable critical what-if scenario
planning that empower you to make smarter portfolio decisions about investment mix, project selection,
timing, execution, sourcing, performance and anticipated outcomes.
With clear strategic goals and budget allocations, your portfolio managers can evaluate potential and
ongoing investments by sorting and prioritizing them against the key portfolio criteria. They can look at
the results, evaluate at the available budget and simply choose the highest ranked investments you can
afford. Investments can be selected, scheduled, postponed or put on holdand the impact on the cost,
benefit, alignment and balance of the portfolio can be analyzed in the context of these changes. The final,
optimized portfolio can turn out to be any combination of required investments: high-scoring new
initiatives and subjective, ad-hoc selections that provide a good benefit/risk balance.
User definable scorecards help prioritize demand based on strategic alignment, financial return,
compliance and risk to objectively compare requests across the entire IT portfolio.

Figure 1: Portfolio Dashboard

Improve Portfolio Performance


Your portfolio will never be static. Demands change, as do budgets and revenue requirements. The
integration of portfolio execution and analysis with CA Clarity PPM enables you to drill into the details
and answer the really important questions:
Is my portfolio in alignment with strategic business goals?
How should I invest my limited resources?
How do I balance keeping the lights on with driving innovation into the organization?
The ability to establish sophisticated evaluation and selection criteria, create and optimize planning scenarios,
communicate decisions and monitor progress in a seamless, integrated system makes CA Clarity PPM your most
critical tool for managing organizational investments, resource capacity, demand and commitments.
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THE CA CLARITY SOLUTION

Key Features: Portfolio Management in CA Clarity PPM


Features

Benefits

Portfolio Modeling & Analysis


Multiple hierarchical portfolio
types (services, projects,
assets, applications, products)

Enables users to track any combination of investments to make fact-based portfolio trade-off decisions to best utilize limited
resources, such as budgets and people, and to group portfolios in hierarchies that reflect the structure of the business or of the
decision making process.

Standard evaluation metrics

Minimizes your portfolio definition efforts by providing you with standard metrics for evaluating investments, including NPV, ROI, risk,
break-even, role capacity and demand, planned cost and planned benefit.

Unlimited custom fields


and criteria

The point-and-click interface allows you to tailor your portfolio inventory and analysis criteria by adding new fields,
rearranging forms, creating new pages and adding custom formulas. All configurations are automatically carried forward to
new releases.

Parent-child portfolio
structure

Allows your portfolios to be grouped in hierarchies that reflect the structure of your business or your decision-making process.

Top-down and bottom-up


budgeting

Combines the ease of early-stage budgeting through top-down allocation with the accuracy of true cost and true benefit
analysis for portfolio performance assessment.

Cost & effort roll-up

Tracks the aggregate costs and work for a portfolio item, enabling detailed tracking of total cost of ownership and visibility
into resources as an investment type.

What-If Scenarios & Selection


Portfolio what-if
scenarios

Allows you to optimize potential investment decisions without making changes to the plan of record. Allows you to include or
exclude investments, change start and end dates, adjust budgets, re-evaluate priorities and filter and sort by any user-defined
criteria.

Automatic scenario
generation

Saves you analysis time by automatically creating investment scenarios based on your own selected criteria. The scenarios
include an optimized set of portfolio investments from which you can conduct additional analyses.

Scenario workflow

Provides process automation for the distribution, evaluation and approval of scenarios, including support for simple or
complex workflow patterns built into CA Clarity PPM.

Scenario-based resource
capacity planning

Allows you to see the impact on your resources of specific investment decisions by evaluating portfolio scenarios in the
capacity planning feature of the CA Clarity PPM.

Automatic portfolio
content creation

Saves time by letting you define the contents of a portfolio parametrically--for example, including all assets located in Europe
with a book value greater than 100k. Alternatively, you can assemble portfolios manually by choosing particular investments.

Dynamic portfolio
content refresh

Simplifies portfolio maintenance by allowing you to automatically reassemble your portfolio based on specified criteria. Project portfolio
managers decide when and how the portfolio is updated.

Portfolio Optimization
Portfolio dependencies

Produces more realistic portfolio scenarios by taking into account dependencies among investments. For example if project A
is dependent on projects B and C, then the scenario generation process only includes project A in scenarios that also support
both projects B and C.

Scenario comparison

Speeds decision making by providing you with comparisons of portfolio scenarios to identify differences in content cost.

Drill-down graphics

Connects strategic portfolio scenarios to their underlying investments by letting you click from portfolio reports down to a
detailed listing for an explanation of the portfolio contents in the scenario.

Portfolio Performance Assessment


Portfolio scorecards

Drives better decisions by providing you with real time portfolio performance information in a set of personalized portlets.

Standard portlets

Simplifies deployment by providing standard portfolio assessment views out of the box.

Configurable stoplights

Allows you to define thresholds for any standard or user defined metrics such as alignment, budget, risk and status to focus
attention on under-performing investments.

Exception filtering

Improves your reaction time by highlighting investments that fail to meet your pre-defined performance criteria.

THE CA CLARITY SOLUTION

Application Portfolio Management


Analyze, Select and Manage your Portfolio of Applications
CA Application Portfolio Management for CA Clarity PPM delivers a fact based decision making process
that reduces the cost and complexity associated with delivering a modernized and optimized application
portfolio, rationalizing what should be retired, consolidated, invested in or differently-sourced
(virtualization, cloud, outsourcing, etc.). This results in faster adoption of the right new technologies, as
well as the optimization of existing assets.
What is Application Portfolio Management?
Application Portfolio Management is about delivering a comprehensive view of the inventory of
applications for an organization and providing detailed data on the business value and technical condition
of each application, so rationalization decisions can be made about the future of applications in the
portfolio. For example, applications may require update or expansion, or redundancies could exist.
Efficiencies in resources and budgets can be obtained when applications can be retired, outsourced or
moved to cloud-based environments.
Inventory Your Applications
One of the problems with applications is that over time your business may have accumulated
a wide assortment of applications, some of which may now be redundant, under-used, or obsolete.
Some may be out of alignment with your companys strategic platform direction or out of
compliance with policies. Others may even be complicating business processes. Lack of governance
of these applications can slow business down and increase IT costs.
The first step to rationalizing your application portfolio is to define what constitutes an
application. Determine what the working definition is for all organizations participating
in the rationalization process. Then you can focus on identifying what applications you own,
gathering details such as technology platform, use and adoption, cost for licenses, support and
maintenance and other details.

THE CA CLARITY SOLUTION

Define Your Metrics


Next you will define metrics to help you determine whether you would keep an application under support,
outsource it, expand it, move it to different infrastructure like the cloud or retire it entirely. Ask the
important questions. Is it of value to the business in some way? Are other systems dependent upon it?
Does it adhere to corporate technology standards? Is it cost effective to maintain and support? Does it
require expansion? Do redundancies exist? Is anyone using this application?
CA Clarity PPM provides pre-defined criteria to walk you through the rationalization of your application
portfolio. Configurable surveys can be used to assess risk, business value, financials, cloud suitability,
technology fit and other factors. Once you have the data about the various perspectives of your
application portfolio, and the metrics to evaluate the data, you can decide on outcomes that make sense
to the business.
Assess Business Value
CA Clarity PPMs robust application portfolio management functionality helps you analyze each application
individually, within segments of your portfolio, and as part of the entire portfolio, against your defined
metrics, generating scores for each and plotting them on multi-dimensional views.
By utilizing what if scenario analysis, heat mapping of critical evaluation criteria, and assessing the impact
of change to the business, application rationalization can jump start an effective transformation strategy
with lower risk.
Implement Your Decisions
The decisions you make will likely generate new IT projects, including ones to retire, modernize or
migrate applications.
These projects require schedules, resource allocations, cost management, delivery plans, and other project
components. This information is already available in CA Clarity PPM so your decisions can be quickly
turned into projects and managed to completion using capabilities in CA Clarity PPM.

THE CA CLARITY SOLUTION

Key Features: Application Portfolio Management in CA Clarity PPM


Features

Benefits

Application Portfolio Modeling


Application registration

Simple UI interface and data import functionality enable you to inventory your applications and collect relevant information
about each, including any affected business processes.

Standard attributes

Enable you to track application details such as financials, resources, business processes, charge-backs, business and technology factors.

Unlimited custom fields and


criteria

The point-and-click interface allows you to tailor your application portfolio inventory and analysis criteria by adding new fields,
rearranging forms, creating new pages and adding custom formulas. All configurations are automatically carried forward to
new releases.

Parent-child portfolio
structure

Allows your applications to be grouped in hierarchies that reflect the structure of your business or your decision-making
process.

Application Portfolio Metrics


Survey-based approach

Simple survey input allows you to answer pre-defined questions to evaluate your application portfolio on a number of factors,
generating grid and bubble chart portlet output to help you make critical decisions.

Standard evaluation metrics

Minimizes portfolio definition effort by providing standard metrics for evaluating applications, including criteria such as:
Business Criticality

Business & Technical Fit

Market Differentiation

Organizational Value

Financial Considerations
Weighted results

Define the weightings of different criteria based on your specific requirements to ensure your priorities are reflected in the
analysis.

Configurable inputs

Configure survey questions, attributes and results within the UI, with no programming experience required.

Application Portfolio Analysis


Portfolio scorecards

Drives better decisions by providing you with application portfolio scores in a set of APM-specific portlets

Standard portlets

Simplify analysis with actionable views across various perspectives of the application portfolio, including:
Business Process

Business Value

Cloud Suitability

Business Benefit vs. Cost

Risk Exposure
Configurable thresholds

Allows you to define thresholds for any standard or user defined metrics such as alignment, budget, risk and status to focus
attention on under-performing applications.

Current and future state


analysis

Enables you to analyze data for current state and proposed future state to make smarter decisions about the portfolio.

Exception filtering

Improves your reaction time by highlighting applications that fail to meet your pre-defined performance criteria.

Best practices content

Accelerates your return on investment with best practices content developed with years of experience across a wide variety of
industries.

Troux Integration

Unites the capabilities of Troux Strategic IT Planning and Control and CA Clarity PPM for enhanced IT visibility and control,
realignment of IT spending and improved business agility.

THE CA CLARITY SOLUTION

Financial Management
Gain Financial Transparency for Your Portfolio
CA Clarity PPM brings you a complete solution for managing the costs and revenues associated with
your strategic portfolio. Not only can you report on both internal and external costs across the span
of your portfolio, but you can also increase cash flow and effectively manage your budgets. through
real-time control of billing, invoicing and chargeback allocations.
CA Clarity PPM gives you the tools you need to accurately capture expenditures, access historic
information and generate a wide range of financial reports. It allows you to manage costs so your
budgets are spent wisely. CA Clarity PPM gives you a single system-of-record that maps costs to
consumption, dynamically analyzes the impact of budget changes, provides detailed invoices for services
and provides an audit mechanism for all cost changes. For improved ongoing financial planning, CA
Clarity PPM also offers capabilities to track and monitor total cost of ownership (TCO) and report all costs
and charges through recovery statements.

Figure 1: Budget Forecast anaysis

Comprehensive Budgeting & Forecasting


The budgeting and forecasting feature in CA Clarity PPM provides all the necessary tools for accurate
planning, tracking and analysis of the financial performance of your key corporate initiatives. Your
portfolio managers can create budgets and update forecasts at the summary or detail level, including
labor, expenses, materials and equipment categories.
Project Managers can update project forecasts with aggregated accruals and estimates to complete work,
giving decision makers a realistic view into the rate of project completion for financial analysis and
charge-back allocations. You can see whether you are on plan and budget, driving fiscal responsibility to
the level where it has the most impact, and allowing corrections to be made earlier in the process, saving
time, money and resources.

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THE CA CLARITY SOLUTION

Charge-Back Allocations
The chargeback capabilities in CA Clarity PPM enable you to issue charge-backs to specific constituencies
who subscribe to the services your organization provides. This capability provides visibility to all relevant
stakeholders regarding what it actually costs to deliver services, thereby creating a stronger partnership
between you and your customer in optimizing future expenditures. The charge-backs are presented to
consumers with a unified and detailed invoice for all work performed and include a comprehensive
breakdown of all project/service costs, including both labor and non-labor costs. Furthermore, CA Clarity
PPM offers the ability to leverage previously collected costs to project the total life cycle cost of a service,
thereby increasing visibility to long-term service cost of delivery.
Reporting
CA Clarity PPM generates actionable management and operational reports, providing you with insight
into where your money is being spent. Accurate financial reports, including revenue forecasts, work-inprocess analysis and transactional analysis, allow you to quickly identify potential cost over-runs and
other financial issues. With access to financial information, cost allocation, time and expense capture and
accurate billing, CA Clarity PPM helps you to streamline your financial management processes and
improve your operations.

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THE CA CLARITY SOLUTION

Key Features: Financial Management in CA Clarity PPM


Features

Benefits

Financial Tracking
Work capture

Seamless interface enables users to enter time and route time sheets for approval in the same system that tracks your budget
and provides for billing and invoicing.

Complete audit trail

Captures and retains all of your transactions in a given financial period, including reversals. An audit trailincluding the point of entry (time
entry, accounts payable, expense reporting), the data entered, the period incurred and the transaction it applies tois retained in history.

Complete reporting

Includes standard reports that let you access the most important and relevant data extracted from your financial transactions,
including:
Project Transactions Inquiry
Chargeback GL Account Activity
Budget Forecast Analysis
Customer and Provider Chargeback

Multi-currency support

Allows you to define, process, invoice and analyze financial transactions in multiple currencies to support your global
operations. You can invoice clients in their respective currencies, track projects in local currencies and manage financial
transactions in their home currency.

CA Clarity XOG

Includes open-standards integration to your accounting and billing systems for expense, material, labor and equipment
transactions; chargeback allocations; invoices and bills.

Charge-Back Allocations
GL allocations

Enables you to account for the costs of internally-funded programs by allocating them on a percentage basis to funding
departments.

Project- and task-level


allocations

Lets you apportion costs at the overall project level or at a detailed task-by-task level.

Allocation reversals

Allows your project accounting managers to reverse any past chargeback allocations, either partially or in full. They can then
be resubmitted with updated allocations.

Selectable GL posting periods.

Allows you to allocate charge-backs to any selected fiscal period or to split an allocation over multiple periods.

Cost and Rate Management


Multiple rate matrices

Lets you define costs and billing rates, allowing for different rate rules by project, client, internal organization and more.

Mark-up assignments

Simplifies billing rate definitions by allowing CA Clarity PPM to mark up costs by a specified percentage.

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THE CA CLARITY SOLUTION

Ideation
Source innovative ideas from your customers with CA Clarity Ideation
CA Clarity Ideation provides an ideation platform to capture crowd-sourced ideas from your customers.
External customers, internal customers, partners, and others can suggest new products, features, or
services in a collaborative environment. Customers can see and comment on ideas from other customers,
letting them vote on the top ideasbringing the highest value ideas to the top of the list. Ideation gives
your customers a voice on the roadmap for future projects, products and services.
Collect and prioritize innovative ideas
CA Clarity Ideation provides all the necessary idea management and reporting capabilities to classify,
evaluate and leverage unstructured ideas. Ideas can easily be routed for vetting against product or
corporate strategy for fit and follow-up. The prioritizing and tracking capabilities allow ideas to be traced
back to their original source so however ideas are incorporated into requirements you can be easily find
where they originated.

Figire 1: CA Clarity Ideation

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THE CA CLARITY SOLUTION

Collaborate with your customers


Understanding the needs of your customers is key to delivering the right products or services whether
your customers are external to your business or internal within your company. Often traditional
interactions and communications with customers are too infrequent, anecdotal, or inconsistent. CA
Clarity Ideation not only helps you understand what your customers want from you, it allows you to
collaborate with them. Your team members can comment on ideas submitted, creating a dialog between
your team and your customers. Your customers feel empowered, and your team is able to fine-tune
requirements to fit exactly what your customers are looking for.

Figire 2: Ideation reports

Speed Up Innovation
The bubble-up approach to prioritizing submitted ideas in CA Clarity Ideation allows your team to quickly
see which innovations are most important to your customer community. The ability to maintain a pulse
on your customers greatly speeds up your ability to react to changes in customer needs. Having a
prioritized queue of innovative ideas improves the speed at which you can execute and reduces cycle
times through more effective and actionable decisions on new initiatives.

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THE CA CLARITY SOLUTION

Key Features: CA Clarity Ideation


Features

Benefits

Capture and prioritize ideas

Efficiently capture, manage, prioritize, and convert ideas into requirements that your project teams can use and link to
products, personas and sources.

Create requirements

Convert submitted ideas directly into requirements. Requirements in CA Clarity Agile and CA Clarity Requirements can be linked backed to
the customer-submitted ideas and comments for reference during planning and implementation.

Community management

Create a community platform for your customers by empowering them to submit ideas as well as view and comment on ideas
submitted by other customers. Your team can join in the dialog and engage with your customers as well as drive community
activity by posting ideas for customer input and commenting on customer-submitted ideas. Multiple communities can be
created for idea submission.

Dashboards and Reporting

Ideation dashboards and reporting allow you to monitor and view idea status as well as evaluate top ideas and discussions.
Creation of custom reports and dashboards is quick and easy.

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THE CA CLARITY SOLUTION

Requirements
Define your requirements and build your backlog with CA Clarity Requirements
CA Clarity Requirements delivers comprehensive requirements and release planning and is an integral
capability of the CA Clarity solution. Starting with a new idea from CA Clarity Ideation or a new project
from CA Clarity PPM, CA Clarity Requirements manages requirements planning for projects, services,
products, releases, and features. Delivering intelligent requirements to team members is key to CA
Claritys ability to streamline the innovation process and ensure projects are delivered successfully as
they were envisioned.
Define and manage your requirements
CA Clarity Agile provides product owners, business analysts, project managers, and product managers full
visibility and control over requirements from any source in a single system. Requirements can be
automatically categorized to deliver a complete view of customer needs providing analysts with the
ability to organize and manage product plans and roadmaps all viewable via graphical roadmaps and
dashboards for easy viewing of all release planning activities.
Connect requirements to projects
A key factor in successfully delivering competitive and innovative ideas to your customers is the ability to
not only define requirements effectively, but keep them connected to projects and their activities. The
effectiveness of the delivered product or service is improved by connecting the project work of your
teams to the requirements defined by product owners, stakeholders, or customers. CA Clarity Agile
provides connection and tracking of requirements from ideas, to backlogs, to roadmaps, and through to
project execution in CA Clarity Agile or CA Clarity PPM.

Figure 1: Requirenent Dashboard


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THE CA CLARITY SOLUTION

Stay focused as requirements change


Requirements change. As projects move forward and requirements evolve, its important to make sure
changing requirements dont lose their original intent. CA Clarity Requirements provides versioning,
tracking, and approval history to maintain original intent and restore multiple versions as needed.
Requirement changes can also be restricted to designated editors and approvers.

Figure 1: Requirement Roadmap

Integrate with ALM and development tools


CA Clarity Requirements includes the integration capabilities of Tasktop Dev and Tasktop Sync providing
integration with a wide variety of application lifecycle management systems as well as development
environments. This gives development teams a large landscape from which to plan and collaborate.
The inclusion of a certified connector to Tasktop Sync in CA Clarity Requirements means team members
can stay in their tool of choice while still being able to view and update requirements. Product owners
and other team members can make updates in CA Clarity Requirements and know that the team will get
updates real-time in applications such as HP Quality Center, Atlassian JIRA, Microsoft TFS, and IBM
Rational. And as the team updates those artifacts within those applications, CA Clarity Requirements is
instantly updated with the relevant information, providing true end-to-end traceability.
Collaborate with team members and stakeholders
CA Clarity Requirements is integrated with ChatterChatter can dramatically improve real time
collaboration between teams by leveraging social networking capabilities in a secure and private cloud.
Project teams can now have easy access to followed requirements information, status updates along with
subscribed group updates. Chatter updates can also be viewed on mobile devices such as iPad, Blackberry
or iPhone making collaboration possible anywhere.
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THE CA CLARITY SOLUTION

Key Features: CA Clarity Requirements


Features

Benefits

Capture and prioritize


requirements

Efficiently capture, manage, and prioritize product and project requirements that your project teams can use and link to
products, personas and sources.

Connect requirements and to


releases, projects, and
roadmaps

Track and manage how scope changes ultimately affect delivery schedules and cost by tying requirements to releases and
projectstraditional or Agile. Requirements can be associated with products, releases, and master releases. For Agile projects,
create and link epics in CA Clarity Agile to requirements. For traditional projects, link projects in CA Clarity PPM to
requirements. Provide ability for product managers to see updates, costs, and effort for requirements as work is entered
against project tasks.

Versioning

Create versions of requirements for tracking and comparing. Version approval functionality allows versions to be established
as approved when requirement owners are satisfied with content.

Change management

Change management provides approval workflows to be set for requirements. With requirement change management enabled,
draft requirements must be submitted and go through a process to create an approved version of the requirement.

Reporting

Charts and reports show how requirements are distributed across releases, products, and sources. Chart how quickly
requirements are being completed and implemented. Requirements trend charts show how many requirements are created
and implemented for specified products.

Configurability

Many elements of CA Clarity Requirements are configurable. Administrators can define the values to be selected for attributes.
Attributes can be defined for objects, such as Business Objective attributes for requirements. The layout of detail/edit pages
can be configured so that users have their most relevant information where they need it most. Users can configure their home
pages and list views to see what they are most interested in when viewing large lists of data.

Global search

Find information and requirements quickly using application-wide search with filtering capabilities. Users can search for key
terms or IDs and jump directly to the applicable requirements. Users can filter searches on multiple criteria and save favorite
filters for quick access.

ALM and Development tool


integration

Integration with numerous ALM and development environment tools via the capabilities of Tasktop Dev and Tasktop Sync built
into CA Clarity Requirements at no additional cost. Provides unified planning, collaboration, visibility and traceability across
systems.

ALM and Development


tool integration
via Tasktop

Integration with numerous ALM and development environment tools via the capabilities of Tasktop Dev and Tasktop Sync built
into CA Clarity Requirements at no additional cost. Provides unified planning, collaboration, visibility and traceability across
systems. Import attributes from systems such as JIRA and HP Quality Center or create requirements in CA Clarity Agile and
sync linked attributes in other systems bi-directionally.

Real-time data
synchronization

Up-to-the minute synchronization of artifact data between CA Clarity Requirements and integrated ALM
systems and development tools.

Conflict resolution

Configurable automated conflict resolutions across integrated systems.

Analytics and dashboards

Analytics and dashboards focused specifically on monitoring integrated data across systems connected to CA Clarity Requirements via
Tasktop.

Certified integrations

Certified integrations to the following systems: HP Quality Center, HP ALM, Microsoft TFS, IBM Rational Team Concert, Atlassian JIRA,
Borland StarTeam, Bugzilla, ThoughtWorks Mingle.

Graphical representation of
release planning

Organize and manage backlogs, stories, and release plans, all viewable by graphical roadmaps and dashboards for easy
viewing of all planning activities. Graphical representation of master releases and releases allow users to drill down to
features and requirements. View high-level information by hovering over an object, click on it to go to the detail page. Colors
of roadmap objects are configurable.

Backlog support

Enable you to track application details such as financials, resources, business processes, charge-backs, business and
technology factors.

Chatter

The Force.com Chatter communication tool is included with CA Clarity Agile at no additional cost. Chatter is a real-time social
networking tool allowing team members and stakeholders to stay in constant contact, communicate status, and collaborate
via news streams. Users can follow any requirement or product and get updates at any time or anywhere via Chatter desktop
and mobile apps.

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THE CA CLARITY SOLUTION

Agile
Plan and manage your Agile development projects with CA Clarity Agile
CA Clarity Agile enables your application delivery teams to become more customer-centric and deliver
projects faster by providing better visibility into your deliverables, costs and resources for your Agile projects.
CA Clarity Agile delivers visibility of costing, deliverables, and resourcing for all your agile projects. As part
of the Clarity solution with CA Clarity PPM, you have enterprise visibility into Agile projects alongside
traditional and hybrid projects providing the most complete and proven project and portfolio
management solution in the industry today.
Bring distributed teams together
CA Clarity Agile brings your development teams and techniques together, empowering your team to work
within an Agile framework with the same effectiveness as teams that are co-located. Distributed teams
can easily work together using a single on-line system for backlog management, release planning, sprint
planning, and sprint tracking.
Unique tools for Agile teams
The practices of Agile methodologies are automated and easy to use in CA Clarity Agile. The interface is
intuitive and natural making working with backlogs and sprint planning simple. Functionality like the
virtual wall for tasks and status bring familiar Scrum and Agile techniques into your project management
to meet the unique needs of Agile teams. The Agile framework allows your team to grow into Agile with
an approachable framework for novice Agile team members yet fully-featured for Agile experts.

Figure 1: Kanban Backlog and charts


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THE CA CLARITY SOLUTION

Manage Agile, waterfall, and hybrid projects


Your organization can move to Agile at its own pace while maintaining full governance over your project
portfolio. With the Clarity solution, you can clearly report progress, status, resources allocated, and cost of
projects regardless of methodology.
As you move to Agile, youre likely to implement Agile on some projects while maintaining traditional waterfall
on others. Likewise, your first Agile projects may be an agile-fall hybrid approach until your teams are fully
comfortable with Agile. With the Clarity solution, all project types are managed from the same portfolio view.

Figure3: Kanban Board

Integrate with ALM systems and development tools


CA Clarity Agile includes the integration capabilities of Tasktop Dev and Tasktop Sync providing integration
with a wide variety of application lifecycle management systems as well as development environments. The
developers, testers, business analysts, and project managers on software development teams often use
different applications specific to their area of expertise. But, there are common artifacts that the entire team
needs access to such as defects, user stories, and tasks. With Tasktop Sync, these artifacts can be synced
real-time across applications to provide visibility and keep the entire team up to date.
The inclusion of a certified connector to Tasktop Sync in CA Clarity Agile means team members can stay in
their tool of choice while still being able to view and update epics, stories, and tasks. Scrum masters, product
owners, and other team members can make updates in CA Clarity Agile and know that the team will get
updates real-time in applications such as HP Quality Center, Atlassian JIRA, Microsoft TFS, and IBM Rational.
And as the team updates those artifacts within those applications, CA Clarity Agile is instantly updated with
the relevant information, providing true end-to-end traceability.
Collaborate with team members and stakeholders
Product owners are engaged in project development and provided online tools for immediate access to
project related information. Stakeholders can communicate and collaborate in real-time via Chatter, the Fore.
com social-networking communication tool built into CA Clarity Agile.
20

THE CA CLARITY SOLUTION

Key Features: CA Clarity Agile


Features

Benefits

Iterative project management

CA Clarity Agile captures project, resource, and cost status in real time using iterative project formats unique to Agile
methodologies.

Agile-specific environment

CA Clarity Agiles user experience is designed uniquely for Agile teams, from Virtual walls and burn-down charts, to stories,
epics, and its iterative project format.

Project portfolio management


across methodologies

Using CA Clarity Agile with CA Clarity PPM, clearly report progress, status, cost of projects, and resource utilization across all
projects in your portfolio regardless of methodologyAgile, traditional waterfall, or hybrid. View requirements, sprints, user
stories and tasks in CA Clarity PPM as they are defined in CA Clarity Agile.

User stories and epics

User stories are supported in stand-alone format or in relationship to each other through epics. Epics are supported as parent
user stories that can span sprints and releases. User stories can be set as children of epics by creating new or copying existing
user stories to an epic. All epics and user stories are displayed in a hierarchical structure view.

Issue tracking

Defect issues are created and tracked within CA Clarity Agile without need for a separate defect tracking tool. View issues in
the backlog along with user stories. Issues are added to sprints where progress is tracked. Issues are linked to user stories to
track defect resolution and verify quality.

Impediments

Teams can track impediments, issues blocking the completion of a task, consistent with Scrum methodology. Team members
can run reports that show all impediments for a given release, including who owns them and what the status is. Impediments
added during a sprint are flagged as a risk when rolled up into CA Clarity PPM, providing enterprise visibility into the issues
impeding team progress and the risks involved.

Dependencies

Dependencies can be assigned between user stories, providing critical information regarding the relationships between user
stories. Users can see which stories have dependencies and quickly tell which stories are depending on a specific story.

Reporting

Customizable burndown charts show completed work, remaining work, time to completion, cost, and other critical status
information. Reports can be recreated to include estimation accuracy lines, number of issues completed, severity of issues,
and user stories completed.

Quick access to critical


information

A Flag column in lists provides quick access to critical information about backlog items such as impediments and dependencies.
By hovering over items in the column, detailed information pops up preventing the need to open the full detail page. Likewise,
user stories and tasks have a notification area at the top of each detail page identifying impediments and dependencies.

Global search

Find information quickly using application-wide search with filtering capabilities. Users can search for key terms or IDs and
jump directly to the applicable user stories, tasks, issues, releases, sprints, teams, epics, or themes. Users can filter searches
on multiple criteria and save favorite filters for quick access.

ALM and Development


tool integration
via Tasktop

Integration with numerous ALM and development environment tools via the capabilities of Tasktop Dev and Tasktop Sync built
into CA Clarity Agile at no additional cost. Provides unified planning, collaboration, visibility and traceability across systems.
Import defects from systems such as JIRA and HP Quality Center or create and update defect issues in CA Clarity Agile and
sync bi-directionally. Map CA Clarity Agile projects, attributes, and values to corresponding objects in other systems.

Real-time data
synchronization

Up-to-the minute synchronization of artifact data between CA Clarity Agile and integrated
ALM systems and development tools.

Conflict resolution

Configurable automated conflict resolutions across integrated systems.

Analytics and dashboards

Analytics and dashboards focused specifically on monitoring integrated data across systems connected to CA Clarity Agile via Tasktop.

Certified integrations

Certified integrations to the following systems: HP Quality Center, HP ALM, Microsoft TFS, IBM Rational Team Concert, Atlassian JIRA, Borland
StarTeam, Bugzilla, ThoughtWorks Mingle.

Backlog support

Enable you to track application details such as financials, resources, business processes, charge-backs, business and technology factors.

Chatter

The Force.com Chatter communication tool is included with CA Clarity Agile at no additional cost. Chatter is a real-time social
networking tool allowing team members and stakeholders to stay in constant contact, communicate status, and collaborate via
news streams. Users can subscribe to and follow team members or objects such as sprints and user stories and view updates in
news feeds.

21

THE CA CLARITY SOLUTION

Project Management
Execute Projects with Control and Predictability
Projects are the delivery vehicle for the execution of most any strategy and thus are critical to transforming
ideas into innovation and business value within an organization. CA Clarity PPMs integrated approach
helps organizations simplify project management complexity and reduce costs by maintaining real-time
schedules, status, and budget controls.

Figure 1: Project at a glance

Create the Right Project Plan


CA Clarity PPM supports any level of project planning, from the most basic to the most sophisticated.
With just a few mouse clicks, project managers can create simple plans for collaboration and the tracking
of key tasks and milestones, or detailed plans for capturing all of the information in a complex project. All
project requirements, resource and cost accounting activities are fully integrated, allowing for seamless
management throughout the project life cycle.
Build Plans from Best Practice Methodologies and Templates
Rather than starting from scratch, project managers can build their plans from pre-defined
methodologies and templates included in CA Clarity PPM, content based on 30+ years of best practices
(client use cases/PMBOK/PMI).
CA Clarity PPM provides organizations the flexibility to choose Waterfall (Traditional), Agile (Scum) or
Hybrid planning in the same project. The CA Clarity solution, including CA Clarity Agile, enables
organizations to:
Clearly report progress, status, cost of projects, regardless of methodology (Traditional, Agile or Hybrid)
Provide executive dashboards and articulate development value in a consistent, streamlined view
Reflect, real time, the capacity of resources, no matter which type of project they are working on
Empower your over-extended development staff to quickly update and report on progress in
a single solution
22

THE CA CLARITY SOLUTION

Schedule and Staff Your Projects Quickly and Effectively


CA Clarity PPM makes it easy to schedule key tasks and milestones, manage project and resource
calendars, and group multiple subprojects into programs for schedule roll-up, all within the web-native CA
Clarity environment. Users can leverage the CA Clarity Resource-Constrained Scheduling (RCS) algorithm
within their web browsers to schedule project plans based on available resources rather than on task
duration, providing a more realistic plan in less time. Users can also create tentative schedules, make
changes and publish the schedule to the plan of record without having to download or maintain software.
For advanced scheduling and baselining, CA Clarity PPM integrates seamlessly with both Open Workbench
and Microsoft Project, making it easy to launch the preferred scheduling tool from within CA Clarity.
Manage Risks, Issues and Change Requests
CA Clarity PPM gives team members better control over project results by allowing them to
systematically manage risks, issues and change requests. Using PMBOK-compliant terminology and
processes, risks are captured, evaluated and scored, allowing managers to focus on those with the
highest impact and probability. User-defined thresholds allow roll-up of critical risks to management
dashboards for visibility and mitigation. Project managers can easily convert risks into issues, and issues
into change requests, while maintaining history and interdependencies. With all of the associated impact
information in one location, project team members can understand context, analyze trends, seek out root
causes and aggressively minimize overall project risk.
Effectively Manage Programs
When you need to manage large programs with a related series of projects, CA Clarity PPM allows you to
create and manage at the program level, providing top-down budgeting and forecasting as well as
bottom-up risk, status, cost and schedule reporting for subprojects. Users can drill directly into the
subproject details to manage more effectively and drive program success.
Execute with Precision
CA Clarity PPM makes it easy for your company to create reliable project plans and accurate estimates,
find and assign the best resources, leverage organizational knowledge and best practices, empower
teams through collaboration, and deliver meaningful reporting and analysis. The result is that your
managers can deliver controlled and predictable execution of projects and programs, ensuring that the
initiatives that drive your business are delivered on time and on budget.

23

THE CA CLARITY SOLUTION

Key Features: Project Management in CA Clarity PPM


Features

Benefits

Basic or detailed project


planning

Provides support for any level of project planning and collaboration, including capabilities to capture and control costs,
perform detailed resource scheduling, manage tasks against a timeline and track and complete deliverables.

Best practices methodologies

Automatically builds project plans--including key tasks, milestones, role assignments and forms--based on your project
managers answers to project profile questions. This allows you to build best practice plans for consistent use throughout your
organization, including a phased WBS with tasks and activities, a project schedule, a budget and forecast,

Browser based WBS


management

Allows your project managers to build simple project plans, manage complex project tasks and make task assignments, all within the CA
Clarity PPM browser-based environment. This eliminates the need to launch separate desktop project management applications such as
Microsoft Project and you can edit Gantt charts right in the interface.

Multiple project baselines

Gives your project managers the ability to compare forecasted tasks and effort with current requirements and original budgets.
They can then modify their approach to the project midstream, making the strategic decisions necessary to come in on time
and on budget.

Custom fields and pages


creation

Allows you to configure the system so that it captures and reflects information and processes unique to your business needs.
CA Clarity makes it easy for your users to create custom fields and pages within CA Clarity PPM, and to arrange and label both
standard and custom fields in the way that makes sense to your organization.

Scheduling & Staffing


Timesheets

Provides your managers with complete access to all of the work your people are doing and all the costs associated with that
work. Users create timesheets that are automatically linked to their assignments where they not only record the time spent
working on tasks and incidents but also designate billing charges and attach explanatory notes.

Auto-populating timesheets

Employees entering daily time can automatically populate their timesheets based on information submitted in the previous
week. When people are assigned new work, these tasks and incidents automatically appear on the timesheet for tracking.

Timesheet approval

Provides oversight to ensure timesheets are accurate and complete before being submitted to billing. Timesheets are fully
enabled for workflows in the process engine, allowing your organization to set up simple or complex approval routing plans,
including split approvals.

Offline timesheets

Allows your mobile knowledge workers to track and review their time while disconnected from the network. Offline timesheets,
managed in Microsoft Excel, are synchronized and submitted when the user reconnects to CA Clarity. Offline timesheets are
available in all languages supported.

Risk, Issue & Change Management


PMBOK-compliant risk scoring

Automatically calculates risk scores based on probability, impact and category weighting, ensuring that risk scoring is
consistent across all of your initiatives.

Risk sorting, filtering and


thresholds

Allows your users to quickly identify high-impact risks that need immediate attention, ensuring that team members focus risk
mitigation strategies in the most important areas.

Portfolio risk assessment

Improves decision making around current and future projects by rolling risk scores up to the project portfolio in CA Clarity PPM.

Program Management
Project roll-up into programs

Provides top-down planning and bottom-up aggregation by enabling projects to be grouped into programs.

Program and project level


planning

Allows your users to budget costs and benefits at the program level without completing detailed project plans. As projects are
executed, high level estimates are replaced with project level specifics.

Program dashboard

Enables your executives to see at a glance whether the overall project portfolio is on track in terms of budget, issues, schedule,
milestones and risk profile and to drill down into any initiative that is having problems.

Program drill-down

Allows you to easily assess risk and ROI, actual spending versus budget, forecast cost expenditure and expected benefit
delivery through a simple drill-down from the program level to subproject details.

Benefit realization graph

Lets you compare top-down program benefit estimates with bottom-up project accruals to ensure that your deliverables match
expectations and to improve future planning.

24

THE CA CLARITY SOLUTION

Resource Management
Maximize the Return from your People
CA Clarity PPM is designed to bring you optimal results from your most valuable assetyour people. In
order to speed time-to-execution for the work you do, you must quickly find the right resources to solve
complex problems. You have to staff your projects and programs with the right people, working on the
right tasks at the right time to ensure that you deliver value to your stakeholders.
Deploying the right resources to the right projects focused on driving growth of any organization is key to
your success. CA Clarity PPM enables you to manage the entire spectrum of resource requisitioning with
four major resource components:
Resource Finder: Quickly search for and select resources
Resource Capacity Planning: Gain portfolio insight of overall demand vs. capacity
Resource Requisitioning: Enable an efficient supply and demand process
Skills Management: Realize the full potential of resources

Figure 1: Resource Management Dashboard

Match Your People to Your Project


Deploying skilled professionals on the right teams is one way to make sure you retain resources who can
contribute to the growth of your organization. CA Clarity PPM provides you with the tools you need to
understand the skill sets of individuals and to track their development, experience and interest, as well as
to manage the entire spectrum of resource requisitioning, searching and staff assignments.

25

THE CA CLARITY SOLUTION

Resource Finder enhances the staffing process by allowing you to quickly search for and select resources, then
drill down to specific information about each person, including skills, current resource allocations and
individual calendars. You can also view graphical displays that identify under- and over-utilized staff, making
it easy to find available, qualified people across your entire global organization. Once a project is created in CA
Clarity PPM, project managers can schedule project plans based on available resources rather than on task
duration, providing a more realistic plan in less time. Project managers can also assign non-project team
members directly to tasks for more detailed planning and visibility of resource assignments.
Balance Your Resource Capacity and Project Demand
The Resource Capacity Planning feature in CA Clarity PPM gives you insight into your organizations
portfolio, showing you how overall work (demand) compares with overall resource availability (capacity).
You can view aggregated summaries by organizational breakdown structure (OBS) hierarchies such as
geography, departments, project type and resource roles. Strategic planners can conduct what-if analyses
on projects by changing project attributes to simulate different project scenarios. For example, you can
exclude lower priority projects that are not yet approved or shift project dates and resource allocations, to
see how demand requirements change. Maximizing your resources through capacity planning reduces your
costs while delivering successful programs.
Manage Resource Requests and Staffing
Resource Requisitioning allows you to efficiently gather the resources you need, both from the demand
side and the supply side of the requisition process. It provides you with an efficient and orderly
mechanism for communicating your resource requirements to resource managers. In addition, it provides
resource managers with the tools they need to quickly request, locate, and deploy the appropriate
resources with the right skills from both internal and external sources and communicate with you during
the entire process.
Identify and Track Key Skills and Experience
With continual employee training and development, and employee turnover, your company must confront
the challenge of tracking, categorizing and organizing employee skills. The
Skills Management tool lets you quickly identify the optimal resources available for each project. CA
Clarity brings you a method for understanding the skill sets of individuals, allowing you to track their
development, experience and interest levels.
Whether your organization uses a formal or informal requisition process to staff projects and other
activities, CA Clarity PPM gives you the flexibility you need to work the way you want and get the most
value out of your resources.

26

THE CA CLARITY SOLUTION

Key Features: Resource Management in CA Clarity PPM


Features

Benefits

General
Powerful resource search

Enhances your ability to staff projects quickly by searching for resources by name, role, availability, skills and resource pool
and OBS unit, while optionally specifying minimum percentage match for availability and skills, the proficiency required for
each skill and the interest level of individuals. Lets you manage daily interactions with external partners by staffing resources
and tracking time and expense. Increases your ability to find the right people by allowing you to search documents attached to
resources, including resumes and bios.

Resource histogram views

Ensures only the most appropriate resources are booked by providing you with a visual indication of staffing allocations over user-defined
time periods.

Resource Finder
Organizational Breakdown
Structure

Allows you to find people by geography, business unit or other organizational structures, ensuring work requirements are
matched to people in specific organizational units.

Resource booking options

Based on system options, you can manage resource allocations for hard booked (committed) and soft booked (planned) time
for each of your staffing requirements. Lets you un-book a resource that has been hard booked to a given project, either as a
complete or partial un-booking. Also supports additional booking when you need a resource beyond the original booking terms.

Resource Capacity Planning


Capacity planning views

Focuses on critical areas by highlighting your capacity and demand overloads within specific organizational units, projects or
roles, enabling you to compare the capacity of the resources allocated to projects versus their actual assignments to project
tasks. You can specify your own thresholds for when a resource is under- or over-allocated.

What-if scenarios

What-if scenarios are fully integrated throughout the CA Clarity system. They maximize your usage of existing resources by
allowing what-if analyses for investments, projects, start dates, priorities and staffing requirements.

Demand vs. people analysis

Gives you the ability to view your usage of existing resources by letting you compare current project demand against available
people in your organization.

Demand vs. roles analysis

Allows you to plan future resource needs by comparing forecasted project demand against roles required to staff them.

Resource Requisitioning
Internal & external resource
requisitions

Effectively routes your resource requests to the appropriate managers. Provides you with the ability to specify precise skills, time
allocation and dates needed along with weighting factors for these criteria. Extends your companys reach into additional resources by
giving you access to external vendors, including contractors, partners and suppliers.

Resource shortlists

Provides you with a list of possible candidates from which the project manager can select the desired staff.

Requisition management

Lets you create a requisition for a single staffing requirement, which allows you to handle staffing needs on a case by case
basis and facilitate more targeted routing and assignment of the requisition. Or, you can define simple or complex workflows
for resource requisitions, including multiple assignment and review steps, along with escalations and notifications, for an
automated process.

Routing and status


notifications

Lets you route a requisition to a specific resource manager. Keeps you both updated on the status of your request, including
staffing changes and resource approval, through automatic updates sent out each time the requisition status changes.

Skills Management
Categorize, organize and
assign skills

Helps your company to keep track of information about your employees capabilities and interests by allowing the assignment
of one or more skills and interests to each individual. Including interest levels is key to retaining top talent and allows you to
focus your valuable resources in areas that provide challenge and personal growth.

Parent/child skills hierarchy

Parent/child skills hierarchy Allows you to group skills by organizational hierarchy and resource pools, creating parent skills,
such as software engineering, and child skills, such as Java programming. The hierarchy is unlimited in depth and is
completely searchable.

Skills self-reporting

Distributes the reporting of skills and interests to employees themselves, ensuring that your companys skills inventory is
maintained without significant overhead.

27

THE CA CLARITY SOLUTION

Governance/Standards/Best Practices
Get Started Quickly
CA Clarity PPM offers an extensive set of pre-configured, best practice accelerators that speed
deployment and give complete transparency into your business performance. This includes role-based
content designed specifically for the Project Management Office (PMO), specifically including PMBOK,
PRINCE2 and Agile methodologies.
Leverage established best practices
The CA Clarity PPM PMO Accelerator provides a collection of ready-to-use content leveraging established
best practices. Installable as a Clarity add-in, this accelerator enables you to get started quickly with
pre-defined dashboards, portlets, processes, reports, and views.
PMO Accelerator portlets provide an overall view across your projects, giving you a clear understanding of
what is going on in your business. The Accelerator allows you to easily add additional reports, templates
and modify dashboards and portlets with relevant information.
Adopt PMBOK best standards
CA Clarity provides PMI-PMBOK framework artifacts out-of-the-box. Using the project templates,
supporting process flows, dashboards, portlets and pre-configured data views, you can implement PMBOK
compliant processes quickly and with confidence that you are leveraging accepted standards for efficient
execution of your projects.
Leverage the PRINCE2 standard
CA Clarity PPM provides out-of-the-box functionality to support the PRINCE2 methodology. The features
include pre-configured processes and content that provides a starting point for the standard, enabling
you to quickly implement the PRINCE2 methodology within your organization. It includes a set of
dashboards, portlets, and portlet pages that enable the various PRINCE2 stakeholders to track and
monitor their projects. In addition, the PRINCE2 accelerator is fully configurable, which helps your
organization tailor the framework to maximize the full benefits of the methodology.

28

THE CA CLARITY SOLUTION

Key Features: Governance/Standards/Best Practices in CA Clarity PPM


Features

Benefits

PMO Accelerator
Project dashboard

Dashboard enables you to see projects as a hierarchy. The hierarchy allows you to drill from a project through its work
breakdown structure to the lowest level of resource assignments. The dashboard provides more visibility and control into
project governance through the use of project schedule, cost, and effort metrics.

Portfolio dashboard

Use the overview portfolio dashboard page to review portfolios, select investments for the next investment period, and to adjust current
in-flight portfolios. This page provides portfolio managers more visibility and control into portfolio governance.

Program dashboard

Use the overview program dashboard page to review the program cost and schedule. Compare this data to the cost and
schedule of projects belonging to the program. The page provides program managers more visibility and control into program
governance.

Issues & risks

The overview issues and risks page provides a place to manage all the issues and risks you track in CA Clarity PPM.

Investments portlet

Displays information about investments included in a portfolio. Use this portlet to view the stage, alignment, risk, cost, and
role demand of the investments in the portfolio.

Financials portlet

Displays financial information about investments included in a portfolio. Use this portlet to view the planned benefit, planned
cost, actual cost, planned ROI, planned IRR, and planned payback period of the investments in the portfolio.

Cost and effort performance


portlet

Displays cost and effort performance amounts and variances for investments included in a portfolio. Use this portlet to
analyze the effort and cost of ongoing portfolio investments.

Resource utilization portlet

Displays allocation versus assignment by month, illustrated in an area graph. Use the Resource Utilization portlet to view the
amount of resource effort required or expected to complete the projects associated to a program

Staffing portlet

Lets you identify projects where resources are not assigned to tasks within the days outlook. The portlet displays in a bar chart
format the unstaffed ETC hours, which are hours assigned to a role instead of a resource.

Portfolio scorecard

Having added your organization's investments as contents to your portfolio, examine your portfolio and evaluate its
performance. Portfolio planning and analysis occurs within the time window of the start and finish date of the portfolio. This is
referred to as the portfolio planning horizon. The amounts displayed in the portfolio portlets are restricted to the portfolio
planning horizon. Use the portlets on the scorecard tab to view alignment and schedule of investments in a bubble graph and
to see a list of investments included in the portfolio. In addition, you can create scenarios to perform what-if analysis in the
portfolio with your mix of investments. Each portlet helps support the decision-making process to approve, reject, postpone,
add, or remove investments from the portfolio.

PM alerts

Provides a high-level, exception-based view of project manager activity. Alerts indicate potential problem areas to monitor
within the days outlook range.

Project lifecycle & processes

Automated processes are included to help you manage the project lifecycle, starting from idea review and approval to project creation

Business alignment & status


reports

You can use alignment factors to calculate the business alignment for an investment. You can use status reports to create a
weekly, monthly, or quarterly status report. A status report indicates how a project or program is doing in terms of schedule,
cost, and scope where compared to the plan.

CA Productivity Accelerator
Web-based just in time
training

Live, in-application support instills user confidence, improves data accuracy as well as reduces help desk calls.

See it mode

Provides role-specific simulation of how a user performs specific business processes within the application.

Try it mode

Allows the user to practice executing processes within a safe, self-paced, interactive environment.

Know it mode

Tests the users knowledge and proficiency before they actually touch the live application.

Do it mode

Delivers context-sensitive support from the Clarity embedded help menu and is designed to walk the user through a business
process at the precise time they need it.

Recorder

Automatically captures screenshots and actions performed for each transaction in the business process.

29

THE CA CLARITY SOLUTION

Executive Dashboards & Reports


Provide Insight to Decision Makers
Gathering and interpreting your companys portfolio, project, resource and financial data to arrive at
meaningful conclusions can be a painful process, especially if yours is a global business.
CA Clarity simplifies it by providing you a more structured way to view and understand that data. A fully
integrated reporting engine contains deep data visualization and analysis capabilities. Standard reports
are seamlessly embedded throughout the entire software solution and are readily accessible for every
user to answer key questions about their work and business.
CA Clarity provides a full set of predefined and configurable reports across all aspects of the functionality
including projects, resources, financials, portfolios and demand. In addition, Clarity also provides multiple
role based dashboards as part of our PMO accelerator package. These dashboards are completely
configurable and can be tailored to support your needs.
Enhance communications with shared data
CA Clarity PPM includes Business Objects reporting which allows for customers to add ad-hoc reports and
execute them immediately or on a schedule. You can run and view Crystal and Web Intelligence reports.
With this capability, you can write reports designed to record important data, execute them on a regular
schedule and back up the results in PDF, RTF, Microsoft Word or Excel.
Clarity also includes Xcelsius, a dashboard tool used to build visualizations that provide a visually rich
and interactive approach to analyzing data. You can export visualizations to a Flash file format and create
an interactive portlet in CA Clarity PPM. Xcelsius visualizations can display real-time CA Clarity PPM data
outside of CA Clarity PPM, such as from a PowerPoint presentation, Word document, and more.
Clarity offers bubble charts, heat maps, summary and detail report, dashboards and portlets, and all the
views can be drilled down or rolled up and configured by the end users without any programming
expertise required.

Figure: Dashboard View

30

THE CA CLARITY SOLUTION

Provide the right information to the right audience


CA Clarity provides you with a rich set of portal functions that allow users to create their own custom
dashboards. Each dashboard is comprised of a set of portletssmall windows of information presented
as graphs, tables or Web page snippetsthat are built and deployed by CA Clarity power users.
You can configure portlets to deliver business intelligence in meaningful ways. Using extensive filtering,
sorting and charting features, you can create insightful reports on key metrics such as cost, benefit,
budget, status, risk, time, duration, availability and alignment.
Personal dashboarding allows individual users to create and manage portlets and dashboards and share
dashboards with other users.
Configure reports to address your specific needs
The Clarity data mart is the basis for standard reports and helps report authors create their own multidimensional reports based on logical data presented in terms that are familiar to business users. Reports
can be set up as a job and jobs can be run at any interval of time from minutes to hours to specific times
of day. You can use any OLAP report writer to create reports and CA Clarity PPM ships with a data
dictionary and reporting data model to assist with developing ad-hoc reports.

31

THE CA CLARITY SOLUTION

Key Features: Executive Dashboards & Reports in CA Clarity PPM


Features

Benefits

General
Clarity data mart

Abstracts Clarity data into a familiar and logical presentation for creating reports, either within the CA Clarity system or via
third party reporting and analysis tools.

Numerous standard reports

Provides readily accessible reports that answer key questions about work and business, including:
Budget/Forecast Analysis

Resource Bench

Resource Assignments

Project Analysis and Profitability

Key Tasks and Milestone Status

Timesheet Detail

Currency conversion

Provides a single master currency for reporting and analysis. Multicurrency transactions are appropriately converted to the
home currency when the data mart is populated.

Organizational Breakdown
Structure

Allows you to configure roll-ups and summary levels based on your organizations units, locations, divisions, programs or any
other criteria you choose.

Stoplights

Connects your business data to red, yellow and green stoplights, providing a visual alert based on a project or programs risk,
status, issues, budget or other user-configurable key process indicators.

On-demand report generation

Makes it easy to extract relevant and up-to-the-minute data to produce reports on demand.

Drill-down reporting

Provides links for navigating to business reports, specific sections or pages within the same or different report, or to new
reports.

Role-based reporting

Gives users one-click access to reports that are relevant to them. Users see only what they need.

Export to Microsoft Excel

Provides a simple way to conduct additional analysis by downloading report content directly to Microsoft Excel.

Free report distribution

Creates a low-cost way to disseminate information. Reports can be printed or exported to PDF files and distributed across your
enterprise without additional license or user fees.

Business Objects reporting

Run and view Crystal and Web Intelligence reports and save and backup reports in PDF, Rich Text Format (RTF), Microsoft Word
or Excel.

Interactive visualizations &


portlets

Xcelsius, enables you to build visualizations that provide a visually rich and interactive approach to analyzing data. You can
export visualizations to a Flash file format and create an interactive portlet in CA Clarity PPM.

Variety of report formats

Clarity offers bubble charts, heat maps, summary and detail report, dashboards and portlets, and all the views can be drilled
down or rolled up and configured by the end users without any programming expertise required.

Personal dashboarding

Allows individual users to create and manage portlets and dashboards and share dashboards with other users.

32

THE CA CLARITY SOLUTION

CA Clarity PPM Cross-Module Functionality


Powerful and easy-to-use capabilities in all modules of CA Clarity PPM
The following are capabilities available throughout the CA Clarity PPM application across all modules.
Provide a Collaborative Environment
CA Clarity allows your global teams to work together on any type of business initiative. You can:
Resolve issuesTeam members can establish discussion threads to post questions and answers, share
documents and make decisions.
Manage project events and action itemsUsers share a calendar containing project-specific events,
milestones and to-dos.
Tap into existing knowledgeThe global Knowledge Store, a common repository for documents and
information, provides a perfect location for your company forms, templates, best practices and reports.
Securely Store, Access and Manage Documents
CA Clarity allows your users to easily store and share documents. Administrators can secure documents not
only by user, group or role, but also by organizational breakdown structure, ensuring that everyone in your
enterprise has access to the documents they need and nothing more. With document management, you can:
Control document versionsUsers can track who checked out documents and when, track the history of
a document and access and manage prior versions of documents.
Use powerful search functionalityIts easy to conduct searches on both structured and unstructured
data within documents. Searches return only information the user is authorized to view.
Route documents with workflowProcess management functionality within CA Clarity works in
conjunction with the document management functionality to route documents for review and approval
using standard or customized workflows. This functionality helps your team members worldwide make
informed decisions faster, eliminating time-consuming meetings and email exchanges.
Portlets and Dashboards
CA Clarity provides you with a rich set of portal functions that allow users to create their own custom
dashboards. Each dashboard is comprised of a set of portletssmall windows of information presented as
graphs, tables or web page snippetsthat are built and deployed by CA Clarity users. The portlets get their
information from the CA Clarity environment, other databases in your enterprise and external sources
available in HTML format, such as business news and network status information. CA Claritys security
capabilities ensure that your users see only the data for which they are authorized. You can configure
portlets to deliver business intelligence in meaningful ways. Using extensive filtering, sorting and charting
features, you can create insightful reports on key metrics such as cost, benefit, budget, status, risk, time,
duration, availability and alignment.

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THE CA CLARITY SOLUTION

Tailor CA Clarity to Your Own Business Needs


CA Clarity makes it easy to configure and extend business objects such as portfolios, applications, assets,
resources, projects and ideas, making it extremely simple to tailor the application to your unique business
requirements across your entire organization.
Users can add additional business objects to the system as top-level or sub-objects; configure these with
user-defined fields, forms, processes and portlets; and associate these objects with projects, tasks,
resources, portfolios or other standard objects. You can also define and lay out forms with a mix of
standard and user-defined fields, specify validation rules and default values, create list views with filters
and sorts and establish hyperlinks between objects.
Any field or object you create is immediately available in the process engine, allowing workflow designers
to provide input and output from your organizations key processes, through a simple point-and-click web
interface. Best of all, configurations are automatically and seamlessly carried forward to future versions
of CA Clarity. Typically, this level of customization requires IT resources or costly consultants. With CA
Clarity, your users are empowered to build and manage their own CA Clarity personalization with a set of
intuitive and easy-to-use tools, minimizing the impact on your valuable IT resources.
Remove Bottlenecks and Reduce Cycle Time
Process management in CA Clarity adapts itself to your companys unique business processes, linking a
knowledge-based approach with structured workflows. Workflow improves the quality of your processes,
increases compliance and promotes consistency. It also decreases your time-to-completion and boosts
customer satisfaction. Because CA Clarity monitors and measures performance against a number of KPIs,
your company benefits greatly from continuous process improvement.
Process management in CA Clarity also minimizes wasted time on assignment hand-offs and increases
overall productivity by allowing your IT managers to track where each item is in the process and take
immediate action as unexpected problems crop up. New ideas can be automatically routed to reviewers
and approvers through a pre-defined path.
Alerts are automatically sent to anyone who needs to take action, eliminating the need for endless
reminder emails and phone calls. Workflow notifications can include:
Events, such as approvals and rejections
To-dos, such as new assignments and action items
Notes to fully explain follow-up actions
Time submission and approval
New documents added to the system
Workflow supports role-based assignments, so you can automate the selection of appropriate workers to
perform action items or receive notifications.

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THE CA CLARITY SOLUTION

Achieve Real-Time, End-to-End Business Processing


Attaining maximum efficiency for your organization requires a combination of good, solid planning as
well as the ability to respond quickly to changes and to integrate successfully with third party
applications. CA Clarity process management provides support for event-driven processes gives you the
flexibility and agility you need to respond as quickly as necessary. For example, when a milestone is
achieved or a phase is completed, a CA Clarity workflow can instantly start the review process to speed
project delivery. Real-time job scheduling allows easy inter-application integration so users can share and
update data as needed for process completion.
Create Powerful Workflows to Automate Your Business Processes
CA Clarity process management provides you with graphical workflows so you can visually control and
track the flow of ideas, documents, resources, time sheets, forms and investment proposals.
Your process designers can easily create workflows and make them available to all users throughout your
enterprise. These workflows can take actions on all objects in the system. For example, project templates
can use workflows to automate the creation of projects and to ensure that processes follow the right
procedures, such as what work specific people can do and how and when they can do it. Organizational
breakdown structures can drive these templates, which mean that different departments or business
units can follow their own unique business processes.
Clarity process management offers the following out-of-the-box processes to get your workflow designers
up and running:
Document Approval
Time Sheet Approval
Idea Approval
New Product Development
Not only is CA Clarity workflow easy to use, its also powerful, providing nine control flow patterns to
meet the requirements of your most complex and multi-faceted processes. The process engine can
access any field added by your power users, providing complete visibility into all workflow data.
Clarity process management also supports phase-gate methodologies, ensuring that best practices are
adhered to throughout your organization. This enables a gate review at the end of each project phase and
allows your review committees to specify the conditions for exiting from the gate. As each gate is passed,
the workflow can be configured to automatically copy the next set of tasks, documents, roles, budgets
and forms from the template into the project, creating all of the underlying information necessary to
complete the current phase.

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THE CA CLARITY SOLUTION

Key Features: CA Clarity PPM Cross-Module Functionality


Features

Benefits

Collaboration
Virtual team workspace

Allows your teams to work together on any type of business initiative, from the review and approval of a document to the
delivery of a complex project with geographically dispersed participants. Users can share and route information, provide
feedback and approval and resolve issues in a single, secure environment.

Centralized knowledge store

Increases efficiency by leveraging your organizations intellectual assets, which are captured and centralized in one location.

Discussion forums

Allows your team members to resolve issues and facilitate decision making through online discussion threads.

Calendar, events and


action items

Helps users organize their daily work with personal and project calendars, event listings, milestone tracking and action items.

Document Management
Robust document
management

Eliminates multiple stores of key information by providing a central, structured document repository. Organize documents in
folders and subfolders, share them with appropriate individuals by setting permissions, track versions and route documents for
review and approval.

Sophisticated full text


content search

Empowers users to find the right information quickly by tapping into your organizations existing knowledge base. Users can
search through the Clarity database for both structured and unstructured information within documents, calendar events,
action items and discussions.

Workflow enabled

Automates routing and approval so administrators can create simple or complex workflows to be deployed throughout your
enterprise.

Reporting & Metrics


Clarity data mart

Abstracts Clarity data into a familiar and logical presentation for creating reports, either within the CA Clarity system or via
third party reporting and analysis tools.

Organizational Breakdown
Structure

Allows you to configure roll-ups and summary levels based on your organizations units, locations, divisions, programs or any
other criteria you choose.

Stoplights

Connects your business data to red, yellow and green stoplights, providing a visual alert based on a project or programs risk, status,
issues, budget or other user-configurable key process indicators.

On-demand report generation

Makes it easy to extract relevant and up-to-the-minute data to produce reports on demand.

Drill-down reporting

Provides links for navigating to business reports, specific sections or pages within the same or different report, or to new
reports.

Role-based reporting

Gives users one-click access to reports that are relevant to them. Users see only what they need.

Free report distribution

Creates a low-cost way to disseminate information. Reports can be printed or exported to PDF files and distributed across your
enterprise without additional license or user fees.

Business Objects reporting

Run and view Crystal and Web Intelligence reports and save and backup reports in PDF, Rich Text Format (RTF), Microsoft Word
or Excel.

Interactive visualizations &


portlets

Xcelsius enables you to build visualizations that provide a visually rich and interactive approach to analyzing data. You can
export visualizations to a Flash file format and create an interactive portlet in CA Clarity PPM.

Variety of report formats

Clarity offers bubble charts, heat maps, summary and detail report, dashboards and portlets, and all the views can be drilled down or rolled
up and configured by the end users without any programming expertise required.

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THE CA CLARITY SOLUTION

Portlets & Dashboards


Point-and-click portlet
construction

Delivers powerful end-user portlets that display graphs, tables and live HTML content without the need to design, run and
distribute traditional reports. CA Clarity users can build their own custom dashboards by selecting from a set of standard and
company-specific portlets, allowing them to access and drill into the information critical to their success from a single,
consolidated view.

Configurable actions

Enables administrators to set operations associated with Studio objects to views, giving end users easier access to frequently
used functions.

Multiple chart types

Displays graphical information in the most appropriate format by providing bar, bubble, column, funnel, line, pie and scatter
charts, all rendered in HTML5 format.

Drill-down charts

Enables users to quickly and easily access the underlying data displayed in charts by allowing your administrators to define
links between graph data and objects such as projects, resources, portfolios etc.

Hierarchical grids

Lets users configure the views for hierarchical grids, including drill-down capabilities.

Multiple data displays

Simplifies information delivery by displaying quantitative data in easy-to-understand visual indicators such as Gantt graph
bars, phase progress indicators, histograms and colored stoplight icons.

Selectable filters

Allows a portlet to serve multiple functions by enabling users to filter data on any number of pre-defined, configurable
parameters.

Filter portlets

Lets users configure a toolbar or section filter by creating a specific portlet that filters content across all other portlets on a
given page. Additionally, the attributes values on the filter portlet can be configured to repeat itself across multiple pages.

Configuration
Configuration, not
customization

Empowers your business users to tailor CA Clarity through the creation and configuration of user-defined fields without the
need for programming, scripting or customization.

System partitions

Supports distributed and diverse organizations by allowing local configurations within a single global instance of CA Clarity.
Each partition can be configured with its own fields, forms, processes and branding.

Configuration functionality

Allows easy tailoring of the business objects in CA Clarity, such as Portfolios, Projects, Resources and Ideas, to include the
fields, filters, links, rules and layout critical to your companys processes.

User-defined object creation

Allows your users to further configure CA Clarity without the need for expensive customization. Business users can add
additional business objects to the system; configure these with user-defined fields, forms, processes and portlets; and
associate these objects with projects, tasks, resources, portfolios or other standard objects. Users can modify and delete these
objects and fields as business requirements change.

Calculated attributes

Enables users to define an attribute where its value is determined from other values on the object. Many functions (e.g., Sum, Multiply,
Average) are provided to make it easy to configure how the attribute value is determined, based on your business needs.

Centralized user-defined field


control

Simplifies administration by centralizing the management of all user-defined fields within CA Clarity. User-defined fields are
automatically deployed to the user interface, the process engine, Open Workbench, Microsoft Project and the CA Clarity XOG.

Future-proof modifications

Makes upgrades to future versions of CA Clarity seamless, since configurations are automatically carried forward.

User Interface Personalization


User interface customization

Provides a consistent user interface across your applications by allowing you to configure CA Clarity to display colors, logos,
menus and pages with your corporate look and feel.

New dashboard page


development

Easily extends CA Clarity capabilities by creating new pages that organize and display information in useful ways, such as a
Project Management Office news page, an Executive Dashboard and a Program Issues Tracking work space.

Menu manager

Reduces training and support costs by organizing the CA Clarity menu navigation to match your companys terms and processes.

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THE CA CLARITY SOLUTION

Business Process Management Features


Graphical workflow

Visually controls and tracks the flow of investments such as projects, applications, assets, products, ideas, documents and
more. Using the graphical workflow status indicator, users can easily track where an item is in the process to remove
bottlenecks and reduce cycle time.

Workflow-driven project
creation

Provides a good way to adhere to best practice processes by embedding workflows within your project templates. When projects
are created, the workflow automatically copies in the appropriate information, such as tasks, roles, documents and forms.

Standard out-of-the-box
processes

Allows your process designers to get up and running quickly by using out-of-the-box process templates for timesheet approval,
idea approval, document approval and new product development.

Powerful process
configurability

Enables your customers to create workflows that address their unique and complex business needs. They can configure (not code) rules that
use data from multiple objects. Steps within a workflow can be configured to have multiple actions that lock or set fields, send action items,
run a job, call a third party application or call another CA Clarity process.

Process Validation

Checks and gives guidance to your process designers in detecting workflow errors and definition time, reducing the time it
takes to create and maintain workflows and reducing the chances of costly production errors.

Phase-gate process support

Facilitates a gate review at the end of each project phase and allows your review committee to specify the conditions for
exiting from the gate. As each gate is passed, the workflow can be configured to automatically copy the next set of tasks,
documents, roles, budgets and forms from the template into the project, creating all of the underlying information necessary
to complete the current phase.

Event-driven business
processes

Enables the rapid assembly, deployment and management of event-driven business processes for efficient operational
response. Workflows can be started manually or automatically.

Real-time job scheduling

Improves your operational efficiencies by supporting end-to-end business processing to address the integration requirements
of your entire business process. Real-time job scheduling can integrate with existing jobs or run new jobs to evoke stored
procedures or Java programs.

Configurable forms

Allows any form to be configured and incorporated into a workflow to achieve the highest possible level of business process
automation.

Access to fields added

Gives CA Clarity complete visibility into all relevant workflow data.

Automatic routing

Decreases the time to completion by automatically routing information to reviewers and approvers through a pre-defined path,
informing people of what is required of them.

Automated notifications

Eliminates the need to send endless reminder emails and spend unnecessary time on the phone by automatically notifying
users about new or changed events, action items, document posts, timesheet submittal and approvals.

Action item escalation

Resolves overdue action items using reassignment rules. Escalations can be configured at a process or step level.

Role-based assignments

Automates the selection of appropriate workers to perform action items or receive notifications.

Inclusion of nine control flow


patterns

Enables flexible workflow activity execution with support for sequence, parallel split, synchronization, exclusive choice, simple
merge, advanced branching and synchronization, multiple-choice, synchronizing merge, multithreaded and first in line
control flows.

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THE CA CLARITY SOLUTION

CA Clarity Solution Platform & Architecture


A foundation of flexibility, scalability, and security
The architecture of the CA Clarity solution brings you the scalability, configurability, integration, global
availability, security and multi-platform support that guarantee your Project & Portfolio Management
implementation will be driven by your business goals and objectives rather than technology constraints.
Scale Economically Up to Tens of Thousands of Users
CA Clarity PPM is based around a three-tiered architecture that you can scale to virtually any number of
users. Because it was built from the ground up to fully embrace J2EE, CA Clarity PPM provides you with
the standards-based services you need to deliver scalable and reliable deployments and Web services.
J2EE-compliant deployments allow for portability across heterogeneous platforms and interoperability
with other J2EE-compliant applications.
The client tier eliminates desktop maintenance headaches, as its ultra-thin web client doesnt require
desktop software installations, downloads, Silverlight, java applets or ActiveX controls.
The application tier serves as a gateway between the client and data tiers. Claritys underlying J2EE
application server controls all flow and business logic is performed here via services and a core set of APIs.
The data tier contains both a transactional and a business intelligence repository. The integrated data
mart facilitates rapid reporting without negatively impacting the performance of day-to-day system use.

Figure 1: CA Clarity PPM Architecture

CA Clarity PPM is stateless, allowing clustered configurations that bring you the highest possible levels of
performance and availability. It supports horizontal scaling by replicating services, such as the
application server, onto multiple services in a cluster. The result is massive application scalability, as well
as fault tolerance and fast failover. In addition, database clustering offers full redundancy and failover
capabilities that increase uptime and further limit the potential for lost data.
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THE CA CLARITY SOLUTION

Implement a Solution that Breaks Down All Location Barriers


CA Clarity PPM allows all of your users to access the same information no matter where they are located, so
that everyone can always be on the same page. A multilingual application with Unicode support for doublebyte languages, Clarity enables users around the world to work on the same installation in their native
language. The locale function enables users in different time zones to receive all events and notifications in
their local time. And CA Clarity PPM supports multicurrency for your cost, benefit, expense, rate, billing,
invoicing and chargeback transactions. Because todays mobile workers who use low-bandwidth lines, PDAs
or notebook computers are challenged by network bandwidth issues, CA Clarity PPM limits the amount of
network resources utilized by compressing the data being sent to the browser from the server using java
compression, which uses an average of seven times less network bandwidth than uncompressed data.
Be Confident About the Security of Your Data
To protect your companys sensitive project, product, financial and personnel information, CA Clarity PPM
can be deployed so that all communication from server to browser is sent via a SSL-encrypted connection.
It can be integrated with an existing LDAP v3 compliant directory server for authentication, making the
implementation process even more efficient. To support single sign-on, your organization can deploy CA
SiteMinder along with CA Clarity PPM.
Rather than relying solely on individual user information to grant or deny access, CA Clarity PPM offers
much more powerful and flexible security administration based on roles, groups and OBS. Roles and
groups define the rights a user has to perform actions and the OBS determines what the user can see and
act upon. The combination of these two security models makes security management far less tedious and
time-consuming as users change jobs or move around in your organization. Additionally, OBS-based
security allows you to construct virtual walls between business units that share a common system, but
that still need to operate independently.
Choose the Best Platform
CA Clarity PPM runs on industry-leading operating systems (AIX, Red Hat Linux, SUSE Linux, and Windows)
and relational databases (Microsoft SQL Server and Oracle). At the application tier, Apache Tomcat is
included with Clarity (embedded Black-Box) and customers have CA Technologies Support as a one-stop
option for application server support. This platform proves cost-effective and efficient for your installation.
The Security and Flexibility of Force.com
The CA Clarity solution components of CA Clarity Agile, CA Clarity Requirements, and CA Clarity Ideation
are built on the Force.com platform. Force.com is an extremely powerful, scalable and secure cloud
platform, delivering a complete technology stack covering the ground from database and security to
workflow and user interface. Force.com is one of the most widely-used SaaS platforms today, with more
than 220,000 applications running on it used by over 100,000 companies. Force.com has extraordinary
reliability and world-class data centers with backup, failover, and disaster-recovery, and an uptime record
exceeding 99.9%. CA Clarity Agile, CA Clarity Requirements, and CA Clarity Ideation are built on the Force.
com platform by CA Technologies in close partnership with Force.com.
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THE CA CLARITY SOLUTION

Key Features: CA Clarity Solution Platform & Architecture


Features

Benefits

Scalability
Three-tier architecture

Offers higher performance because each tier can focus exclusively on its assigned task and the middle tier can scale to
virtually any level of users by adding inexpensive hardware resources.

Full J2EE compliance

Allows for portability across heterogeneous platforms and interoperability with other J2EE-compliant applications.

Ultra-thin web client

Eliminates desktop maintenance headaches resulting from client software installs and downloads of Silverlight, Java applets
and ActiveX controls.

Integrated data mart facility

Facilitates rapid access to the business data you need for reporting without negatively impacting the performance of your
day-to-day system use.

Centralized cluster
management

Provides an intuitive, web-based console so you can easily configure and manage clusters within multiple sites.

Multiserver horizontal scaling

Replicates stateless services across multiple servers within a cluster to achieve enterprise scale, fault tolerance and fast
failover.

Database clustering

Offers full redundancy and failover to prevent data loss and downtime.

Availability
Multilingual application with
Unicode support for double
byte languages

Allows your global users to work on the same installation and experience the application in their native language.

Support for 100+ locales

Allows your global users to set default work hours, days, weeks, and the day-start to accommodate work schedule variations
across countries.

Support for multiple


currencies

Gives your global users the flexibility to enter currency items in the actual incurred transactional currency and report, bill or
account for them in other currencies.

User-defined language

Automatically sets the language for the user interface, error messages, email/alert notifications, lookup values and online help.
Additionally, formats for data, times and numbers are validated and formatted according to the location settings.

Data compression of all


content between the server
and the browser

Uses an average of seven times less network bandwidth by compressing data, providing broadband performance on a
narrowband network.

Security
SSL ready Protects all

Protects all communication from server to browser.

Web single sign-on support

Helps you administer and enforce user access to web applications through support of CA SiteMinder.

LDAP integration

Expedites implementations through LDAP v3.0 integration with directories such as CA Directory, Microsoft Active Directory,
Novell eDirectory and Oracle Directory Server.

Role-based and OBS security

Makes change management a far less tedious and time-consuming process as users change roles or move around the
organization. OBS security allows you to construct virtual walls between business units that share a common system but still
need to operate independently

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THE CA CLARITY SOLUTION

CA Clarity PPM Delivery Options


SaaS, on-premise, or hostedchoose the PPM format
that works best for your business
CA Clarity PPM is available in the right delivery format to meet the needs of your business or organization.
You have a true SaaS (software-as-a-service) option in CA Clarity PPM On Demand, you have the option of
having your implementation hosted for you at a CA Technologies data center, and you have the option to
house the system at your site with a traditional on-premise implementation. All options offer the same full
CA Clarity PPM functionality with no differences or limitations among the delivery options.
CA Clarity PPM On Demand
CA Clarity PPM On Demand from CA Technologies is a premier SaaS offering worthy of CA Clarity PPM. It
provides a single system of record to help you collect, prioritize, deliver and assess projects across an
organization. The SaaS delivery model makes it even easier and faster to get started helping you
achieve an ROI on your investment sooner and provides an attractive alternative to the traditional
on-premise deployment.
Managed from CAs world-class data centers located in North America and Europe, CA Clarity PPM On
Demand is secure, reliable, and always available. CA provides a highly secure physical hosting
environment with firewall protected system access and SSL-encrypted connections to protect your
valuable data. To ensure that your system is always available and functioning at optimal levels, CA
provides multiple points of redundancy, daily data backups, and any-time technical support.
CA Clarity PPM On Demand offers a low, monthly, per-user subscription that requires no capital
investments to get started.
Traditional on-premise implementation
For customers who want to maintain all aspects of their PPM implementation at their own facility on
their own equipment, CA Clarity PPM is available as a traditional on-premise installation. There are no
differences or limitations to the on-premise version in comparison to CA Clarity On Demand. The SaaS
components of the CA Clarity solution, CA Clarity Agile, CA Clarity Requirements, and CA Clarity Ideation,
all work seamlessly with the on-premise version of CA Clarity PPM just as they do with CA Clarity PPM On
Demand.
Let CA Technologies host your system
Customers who want all the control and individuality of an on-premise implantation but with reduced
overhead and without the capital investment can opt to have their implementation hosted by CA
Technologies. The same highly-secured, world-class data centers that provide CA Clarity On Demand can
host your companys individual CA Clarity PPM implementation to your specifications.

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THE CA CLARITY SOLUTION

Key Features: CA Clarity On Demand


Features

Benefits

Firewall security

Inspection firewalls are in place that stop all incoming traffic, analyze it, and prevent standard internet attacks. Application
servers are located in a demilitarized zone (DMZ), which is separated from the service database servers by a firewall. Only the
necessary ports are opened between the DMZ and the internal trusted network.

Encryption

All web traffic is protected by 256 bit SSL encryption and 2048 bit RSA public keys. The CA Clarity PPM application is set up to run under SSL
to encrypt all user sessions.

Authentication

CA Clarity On Demand customers may utilize a standard user name/password authentication scheme. Optionally, a federated
single sign-on (SSO) authentication is available for customers with the capability of producing SAML authentication packages.
Federated SSO allows for greater customer control for access methods and timing.

Authorization

Over 150 individual rights, roles, or groups can be used to secure application functionality and data records. Additionally,
standard audit trail functionality can be configured for most objects and attributes to capture creation, edits, and deletions of
selected data records or attributes.

Data integrity

CA Clarity On Demand customers are deployed in a stateless application environment connected to Oracle database instances.
With failover at the application tier, the application data model is designed to guarantee data integrity by modeling data
transactions into transaction units that are saved (committed) to the database in one batch. In the event a database instance
goes offline, the pending transactions resume once the database is restored.

Data segregation

CA Clarity On Demand customer data is segregated in separate logical databases.

Permissions

Additional application security is provided through permissions based on roles and organizational breakdown structures.
Using these permission schemes, the CA Clarity PPM application can be configured to allow or deny access to features and
data in accordance with any business need. CA Technologies also implements best practices in guarding from outside
threats. Each customers data and configurations are stored in a dedicated database schema with security rights restricted
at the database level.

SSAE 16 auditing

The CA Clarity On Demand service is subject to an annual SSAE 16 compliance audit. The resulting Service Organization
Controls (SOC) Report includes the auditor's opinion on the fairness of the presentation of the CA Technologies description of
controls that have been placed in operation and the suitability of the design of the controls to achieve the specified control
objectives, and the auditor's opinion on whether the specific controls were operating effectively during the period under
review. Statement on Standards for Attestation Engagements (SSAE) No. 16, Reporting on Controls at a Service Organization,
was finalized by the Auditing Standards Board of the American Institute of Certified Public Accountants (AICPA) in January
2010. SSAE 16 effectively replaces SAS 70 as the authoritative guidance for reporting on service organizations.

Data center security

CA Technologies data centers have multiple levels of security to protect customer information. This protection includes
physical and logical security measures. All data centers have highly restricted access and use physical security measures. All
areas of each data center are monitored using CCTV, and all access points are controlled. The center is staffed with security
officers around the clock and any entry is scrutinized. CA Technologies also maintains a department of security engineers with
new security employees and contractors subjected to background checks.

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THE CA CLARITY SOLUTION

CA Clarity Integrations
Strengthen your Clarity solution by integrating data from other systems
Many organizations have a growing need to utilize data from multiple sources where that data already
resides. The CA Clarity solution maximizes the business intelligence from your existing data investments
to support your key business decisions by integrating data from ERP and ALM systems into CA Clarity
PPM, CA Clarity Agile, and CA Clarity Requirements.
Multiple Integration Platforms
The Clarity solution offers several integration platform options to bring in data from multiple sources for
various purposes. CA Clarity PPM can import data from ALM, ERP, and other systems through the use of
Claritys XML Open Gateway (XOG) or cloud-based ERP integration tools. CA Clarity Agile and CA Clarity
Requirements can import data from ALM systems and integrate with development tools such as Eclipse
and Digital Studio through built-in Tasktop Dev and Tasktop Sync capabilitiesdata that in turn can be
rolled up into CA Clarity PPM. The multiple integration platform approach of the Clarity solution offers
you the flexibility to integrate with whatever system you need in the manner that best fits the needs of
your business.
XOG integrations with ERP and ALM systems
The XML Open Gateway (XOG) is a CA Clarity PPM web service interface for importing, exporting, and
moving data from one system to another. The XOG web service offers two options for use, it can be run
directly using a SOAP protocol or through a downloaded XOG Java client. The XOG web services
integration approach has been a dependable and easy-to-use staple of CA Clarity PPM implementations
for many years and is used by hundreds of successful CA Technologies customers.
Cloud-based ERP integration services with pre-built adapters
In addition to the XOG web service, CA Clarity PPM also offers cloud-based integration services with
pre-built adapters for ERP systems such as SAP and Oracle. These pre-built ERP adapters offer an
accelerated ramp-up to bringing critical information such as resources and meta-data regarding those
resources into CA Clarity PPM from ERP systems where that data already resides. With these pre-built ERP
adapters, you can manage multiple data sources from a single PPM solution, maximize business
intelligence from data investments in other systems, and quickly promote an effective integration strategy.
ALM and Development Tool Integrations
The Tasktop integration platform is built into CA Clarity Agile and CA Clarity Requirements and offers
extensive integrations with a wide variety of application lifecycle management systems and development
tools such as Eclipse and Visual Studio. The integration capabilities of Tasktop Dev and Tasktop Sync are

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THE CA CLARITY SOLUTION

included with CA Clarity Agile and CA Clarity Requirements at no additional charge. These integrations
provide development teams with a large landscape from which to plan and collaborate. It also provides
unified planning across systems, with visibility and traceability for the requirements you are defining in
CA Clarity Requirements and implementing in CA Clarity Agile. And, as your agile project management
and requirements data flow from CA Clarity Agile and CA Clarity Requirements into CA Clarity PPM, the
integral information sourced from various ALM systems flows with it bringing that critical system
information into your Clarity solution portfolio view.
Key Features: CA Clarity Integrations
Features

Benefits

XML Open Gateway (XOG)

XOG is CA Clarity PPMs web service solution for data import and export with external
systems. Direct WSDL calls may also be initiated using SOAP. XOG can be run directly from a
SOAP protocol or from a downloaded client.

Integration services with


pre-built adapters

Cloud-based integration tools and services are available for use with CA Clarity PPM that provide
pre-built adapters for ERP systems such as SAP and Oracle.

ALM and Development tool


integration via Tasktop

Integration with numerous ALM and development environment tools via the capabilities of
Tasktop Dev and Tasktop Sync built into CA Clarity Agile and CA Requirements at no
additional cost. Provides unified planning, collaboration, visibility and traceability across
systems. Import defects from systems such as JIRA and HP Quality Center or create and
update issues, requirements, or attributes in CA Clarity Agile or CA Clarity Requirements and
sync bi-directionally.

Real-time data
synchronization

Up-to-the minute synchronization of artifact data between CA Clarity Agile or CA Clarity


Requirements and integrated ALM systems and development tools.

Conflict resolution

Configurable automated conflict resolutions across integrated systems.

Analytics and dashboards

Analytics and dashboards focused specifically on monitoring integrated data across systems
connected via Tasktop.

Certified integrations

Certified integrations to the following systems: HP Quality Center, HP ALM, Microsoft TFS,
IBM Rational Team Concert, Atlassian JIRA, Borland StarTeam, Bugzilla, ThoughtWorks
Mingle.

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