v1410

Microsoft Excel Bi-directional Interface for CA PPM

v1411

In the course of normal operations, web based business applications will often require mass data uploads

or updates to large numbers of pages at the same time in short order. It's also critical to ensure data

integrity in the process to provide enhanced accuracy of reporting and analysis for upper management.

These types of web based mass updates are tedious, slow, error prone and expensive to implement. They

do not provide the ability to drag & drop or copy & paste large numbers of fields at the same time that

ultimately slows productivity. CA PPM (formerly CA Clarity PPM) is a typical example of a web

application where mass data updates are costly and difficult to apply without the right tools.

Business Challenge

The PPM Excel Interface is a unique and complex tool/macro IT-ROI has developed to

work inside of Microsoft Excel that integrates with CA Clarity PPM. Although complex

under the hood, it is very easy and intuitive to use, taking advantage of user

familiarity with Microsoft Excel and its UI time and cost saving advantages, such as block copy/paste,

search/replace, auto-increment fields, formatting, inserting new rows, and many others.

The PPM Excel Interface provides organizations the flexibility that is necessary to upload/edit all custom

objects in your PPM environment with end user administration, reporting and auditing of all data loads.

The interface first obtains data from CA PPM, then displays it in Excel to allow for all types of time and

cost saving advantages such as, mass edits, additions, and deletions. When the user is satisfied that their

data changes are correct, they can then upload the data back into CA PPM automatically with the ability

to validate their data in flight to ensure that data quality is maintained.

Completely flexible and configurable for custom objects and attributes.

No data limits to what can be loaded or retrieved via the PPM Excel Interface.

Automatic data validation (avoid bad data load problems) for lookups, date fields, booleans & numerics.

24 out-of-the-box pre-loaded interfaces.

ROI in weeks, client testimonials available.

Solution Details

Mass Update CA PPM Data in 4 Steps

PPM Administrator

Uploading Data - Our business frequently has a need to upload new projects, ideas, resources, and

incidents to our PPM environments, but we continually faced technical challenges that resulted in these

data uploads taking too much time to get the work done. The PPM Excel Interface removed the technical

glitches we faced daily with its 100% automated XOG technology. Our users are now able to get the job

done hassle free and on time.

Staff Changes - As staff roles and positions change, the impact and work required to make those changes

throughout all of our resources and projects are traditionally very time consuming and costly.

The PPM Excel Interface allows us to make those changes much more efficiently because everyone in our

team is used to using Microsoft Excel’s familiar UI. Also the technical know-how normally required to do

the job is removed with IT-ROI’s automated XOG technology that the PPM Excel Interface provides for

data extracts and pushes with CA PPM.

Company Reorgs - When our company focus shifts to stay on top as industry leaders in the Automotive

industry, there is a need for our projects or resources to move from one department to another. The PPM

Excel Interface allows us to make these changes all in one page at one time using Microsoft Excel.

Business Roles and Challenges

Watch the demo video1:54 mins

Watch the demo video1:44 mins

Watch the demo video1:30 mins

Project Manager

Cost Plans - Updating Cost Plans for our organization is tedious work that is not cost effective. The PPM

Excel Interface provides the ability for our team to easily make multiple modifications at the same time

using an Excel sheet to manipulate grid based data using Excel's native Drag & Drop, Cut & Paste, and

Auto Complete functionality.

Allocations - Manipulating allocations or grid based data in web applications can be tedious and time

consuming, specially when you need to work on multiple projects at the same time.

Business Roles and Challenges

Watch the demo video1:41 mins

Watch the demo video1:25 mins

Resource Manager

Testimonial

I would like to share my experience with IT-ROI’s CA PPM Excel Interface solution.

We initially looked for an interface that provides power users with the capability to download and upload resource allocations into CA

PPM. It’s now clear, that after hundreds of data loads sessions by users in the field, this interface saves thousands of working hours, and

provides planners with planning flexibility to help avoid wasting time with entering data into CA PPM (especially in cases of roadmap

changes, etc.).

The implementation that took place in 2016, included several customizations to meet our business processes. Over time, we found out

that the CA PPM Microsoft Excel solution can provide us additional capabilities that improve the Admin efficiency, such as Rates Matrix

updates, Labor and Expense roles creation and updates, Cost Plan updates, etc.

I would like to emphasis the commitment and dedication of the IT-ROI team to understand the customer requirement, deliver the

solution and delight the customer.

Ron Rahav

Sr. IT Manager, Global PPM

Western Digital Corporation

IT-ROI’s CA PPM Excel Interface saves thousands of working hours.

PPM Excel Interface Resources

Knowledge, Tutorials & User Guides

Help & Support

Brief with Pre-loaded Interfaces and Attributes

http://kb.itroisolutions.com/display/PEI/PPM+EXCEL+INTERFACE

http://kb.itroisolutions.com/display/PEI/SUPPORT

https://www.itroisolutions.com/ppm-excel-interface-brief-thankyou

Let’s talk

sales@itroiSolutions.com

954.518.3330x132Office:

itroiSolutions.com