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Ca Clarity Online Training


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CA Clarity Course Contents

Project Management

  • Project Management Components
  • Advance Project Planning
  • How to Create and Manage Projects
  • Access Project Management
  • Collaboration Tools
  • Access Rights
  • Project Management Reports

Managing Projects

  • How to Create Projects
  • Create New Projects
  • Project Templates
  • Create Projects from Project Templates
  • Copy Project Template Data into Projects
  • How to Copy Financial Plans from Project Templates
  • Fields Used for Copying Financial Plans
  • Open Projects in Open Workbench
  • Project Properties
  • Edit General Properties
  • Scheduling Properties
  • Risks
  • Budget Properties
  • Financial Processing
  • Access to this Project
  • Estimates at the Project Level
  • How to Define Project Estimates
  • How ETC is Calculated
  • View ETC
  • How to Modify ETC at the Project Level
  • Earned Value
  • Baselines and Earned Value Computations
  • Earned Value Data Fields
  • Earned Value Calculation Methods
  • How Earned Value Calculation Methods are applied
  • How to Calculate and Record Earned Value Totals
  • Display Earned Value Data 
  • 6 Project Management User Guide
  • Define Project Contracts
  • Master Projects and Subprojects
  • Add Subprojects to Master Projects
  • Add Projects to Subprojects
  • View Combined Subproject Actual and Estimates
  • Remove Subprojects from Projects
  • Control Access to Subprojects
  • Master Project and Subproject Baselines
  • Dependencies
  • Create Project Dependencies
  • View Project Dependencies
  • Remove Project Dependencies
  • Associated Releases
  • View a List of Associated Releases
  • Open Releases Associated to Projects or Programs
  • Unlink Projects or Programs from Releases
  • Baselines
  • Create New Baselines
  • Master Project and Subproject Baselines
  • Edit Baselines
  • Display Master Project Baselines  
  • View Current Baseline
  • View Baseline Work Allocation and EV Data
  • How to Manually Update Baselines  
  • Delete Baselines  
  • Auto schedule
  • Display Schedules
  • Return to the Plan of Record without Publishing
  • Define Auto schedule Parameters and Auto schedule  
  • Check Auto schedule Progress
  • View Auto schedule Results
  • Cancel Auto scheduling
  • Projects Locks and Tentative Schedule Mode
  • Schedule Subnets
  • Add and Remove Projects to the Overview: General Page
  • Monitor Project Performance
  • Labor Resource Effort Port let
  • Team Utilization Port let
  • How to Delete Projects
  • Deactivate Projects
  • Mark Project for Deletion
  • Cancel Project Marked for Deletion

Managing Tasks

  • Project Task Overview
  • Project Task Terminology
  • How to Design Tasks and Milestones
  • Task Work Breakdown Structures Guidelines
  • How to Create Key and Milestone Tasks
  • Create Tasks and Milestones
  • Create Tasks from Project Templates  
  • Create New Tasks in the Work Breakdown Structure  
  • View and Open Tasks
  • Associated Task Forms
  • Add New Forms to Tasks
  • View and Open Forms
  • Grant Form Permissions
  • Start Processes for Forms
  • Delete Forms from Tasks
  • Task Properties
  • General Properties
  • Set Default Earned Value Options at the Task Level
  • Manually Override BCWP at the Task Level
  • Task Relationships and Dependencies
  • Create Task Dependencies
  • Display Task Relationships and Dependencies
  • Edit Task Dependencies
  • How to Manipulate the Gantt View
  • Finish-Start Dependency Links
  • Task Associated Risks and Issues
  • View a List of Risks Associated with Tasks
  • View a List of Issues Associated with Tasks
  • Associated Requirements
  • View a List of Associated Requirements
  • Open Requirements Associated to Project Tasks
  • Unlink Project Tasks from Requirements
  • Task Work Breakdown Structure
  • Indent and out dent Tasks in Work Breakdown Structure  
  • Move Tasks in Work Breakdown Structure  
  • Sort Tasks in Work Breakdown Structure
  • Expand and Collapse the Work Breakdown Structure
  • Edit Tasks in the WBS  
  • Configure Columns in the Work Breakdown Structure  
  • Assign Resources to Tasks in the WBS  
  • Resource Utilization
  • How to View Resource Utilization
  • Edit Resource Utilization  
  • Estimates (ETC) at the Task Level 
  • Define ETC at the Task Level
  • How to Modify ETC at the Task Level  
  • Task Estimating Rules 
  • Edit Tasks and Milestones  
  • Delete Tasks and Milestones 

Building Project Teams  

 

  • Project Team Overview  
  • How to Manage Project Teams  
  • Staff Project Tasks  
  • How to Assign Staff to Projects  
  • Resource Loading Patterns
  • Define Staff Assignment Properties  
  • Remove Staff from Assignments  
  • View and Edit Task Assignments  
  • How to Replace Staff Assigned to Projects or Tasks  
  • Change Staff Member Roles on Projects
  • Remove Staff Members from Projects
  • How to Staff Projects  
  • Add Resources or Roles to Project Staff
  • View Project Staff
  • Edit Staff Member Details
  • Resource Requisitions
  • Role Capacity  
  • Manage Project Participants
  • Add Participants to Projects
  • Remove Participants from Projects
  • Designate Participants as Collaboration Managers
  • Remove Collaboration Manager Rights
  • Create Participant Groups
  • Add Resources to Participant Groups
  • Remove Resources from Participant Groups
  • Delete Participant Groups  
  • Staff Allocations
  • Edit Staff Allocations
  • Edit Team Allocations from the Team Grid
  • Edit Resource Allocations
  • How to Reset Staff Allocations
  • Change Default Allocation for a Resource
  • Shift and Scale Resource Allocations

Project Hierarchies 

  • Project Hierarchy Overview
  • Build your Hierarchy
  • Add Child Investments and Services from the Financial Rollup
  • Remove Child Investments or Services from the Financial Rollup
  • View the Project's Financial Rollup
  • Define Child Investment Allocations
  • Filter the List of Child Investments and Services
  • Return to the Project
  • View Project Total Cost of Ownership
  • View the Project's Effort Rollup
  • View the Project's Parent Investments and Services  
  • Add and Remove Parent Investment Associations
  • Define Parent Investment Allocations
  • Share Projects across Investments or Services  

Risks, Issues, and Change Requests  

  • Risk Management Overview
  • Rate Pre-Defined Risk Factors
  • Assign Rates to Risk Factors
  • How to Create and Manage Risks
  • Create Risks
  • Create Issues from Risks  
  • Create Risks from Change Requests
  • Create Risks from Issues
  • Calculated Risk Score
  • Define Risk Properties
  • Edit, View, Close, and Delete Risks
  • How to Design Risk Response Strategies
  • Risk Notes
  • View a List of Action Items Associated to Risks
  • Risks Associated to Tasks
  • Risk Audit Trail
  • Risk Management Processes
  • How to Create and Manage Issues
  • Create Issues
  • Import Issues from another System of Record
  • Attach Documents to Issues
  • Convert Change Requests into Issues
  • Define Issue Properties
  • Edit Issues
  • Issue Notes
  • Issue Action Items
  • Tasks Associated to Issues
  • Issue Audit Trail
  • Issue Processes
  • Resolve Issues
  • Create Change Requests  
  • Create Change Requests from Issues
  • Create Change Requests from Risks
  • Define Change Request Properties
  • Edit, View, Close and Delete Change Requests
  • Change Request Notes
  • Change Request Audit Trail
  • Change Request Processes

Programs

  • The Differences between Projects and Programs
  • Access Rights for Programs
  • Access Programs
  • How to Create Programs
  • Create New Programs
  • Convert Projects into Programs
  • Program Properties
  • Access to this Program
  • Open Programs in Open Workbench
  • Add Projects to Programs
  • View Combined Subproject actual and Estimates
  • Remove Projects from Programs
  • Program Dependencies
  • Create Program Dependencies 
  • View Program Dependencies
  • Remove Dependencies
  • Associated Releases
  • View a List of Associated Releases
  • Open Releases Associated to Projects or Programs
  • Unlink Projects or Programs from Releases
  • Monitor Program Performance
  • Labor Resource Effort Port let
  • Team Utilization Port let
  • How to Delete Programs
  • Cancel Programs Marked for Deletion

Contact us:309-200-3848

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