ca Intellicenter

Get straight A’s in Managing Resources Effectively

Mindy Calderon

ICX06E #CAWorld

Senior Instructor, North America CA Technologies

2 © 2014 CA. ALL RIGHTS RESERVED.

Abstract

Do you have a handle on investment management but

not sure how to manage your resources effectively? All

you need are Straight A's - four (4) of them to be precise;

Availability, Allocation, Assignment and Actuals.

Attending this session will give you a solid view of the

"what and the how" the 4 A's relate and you will be well

on your way to becoming a Resource Management Rock

Star!

Mindy Calderon

CA Technologies

Senior Instructor

3 © 2014 CA. ALL RIGHTS RESERVED.

Agenda

WHAT IS RESOURCE MANAGEMENT

AVAILABILITY

RESOURCE PLANNING ROCK STAR VIEWS

ALLOCATION

ASSIGNMENTS

ACTUALS

1

2

3

4

5

6

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Summary A Few Words to Describe Resource Management

Results

Resource management is the efficient and effective deployment of an organization's resources when they are needed

Organizations manage all their resources: employees, contractors, partners, and suppliers

Organizations interact with many partners and suppliers on a daily basis, with intertwined business processes

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Definitions

AVAILABILITY – THE STATE OF BEING ABLE TO BE OBTAINED OR USED

ALLOCATION – THE STATE OF BEING DESIGNATED FOR A SPECIAL PURPOSE

ASSIGNMENT – THE STATE OF BEING APPOINTED TO PERFORM A SPECIFIC DUTY

ACTUAL – THE STATE OF COMPLETED WORK

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CA Clarity PPM’s 4 A’s

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AVAILABILITY

Availability

• When a resource is present and ready for use; at hand; accessible

• When a resource is capable of being attained

• When a resource is willing to serve or assist

Demo • Calendar

• Standard Calendar

• Resource Calendar

• Shifts

• Non Working Time

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ALLOCATION

Allocation

This is the percentage of time a resource is booked to the investment, determined by the: • Start and end date of the resource on the project • Hours that the resource works in a day • Percentage allocation of the resource on the project • Non-working time of the resource

Allocation may be Formal

• Hard Book

• Resource Requisition

Allocation may be Informal

• Soft Book

Demo • Team

• Default

• Allocation Segments

• Allocation Detail

• Capitalization %

• Cost Plan based on Investment Team

• Resource

• Allocation Summary

• Allocation Detail

• Resource Requisition

• Project Manager requests

• Resource Manager fills request

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ASSIGNMENT

Assignment

This is when you associate a resource

to a task to complete the work.

Estimate to Complete (ETC)

This is the number of hours planned to complete each

task, determined by:

• A resource’s assignment to a specific task • The resource's allocation percent to the project

Demo • Task

• Effort Task

• WBS

• ETC

• Cost Type

• Cost Plan based on Task Assignments

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ACTUALS

Actuals This is the work that has been completed by resources on tasks

Demo • Timesheets

• Actual work

• Save

• Proposed ETC

• Pending Actuals

• Submit/Approve/Post

• Portlets

• Team Member Task Summary

• Task Assignment

• Timesheet Overview

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Resource Management Portlets

Resource Planning – Workloads

– Allocations

– Unfilled Allocations

– Bookings

– Top Down Planning

– Organizational Demand

– Capacity

– Scenarios

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For More Information

To learn more about Management Cloud,

please visit:

http://bit.ly/1wEnPhz

Insert appropriate screenshot and text overlay from following “More Info Graphics” slide here;

ensure it links to correct page Management Cloud

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For Informational Purposes Only

© 2014 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.

This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. Some of the specific slides with customer references relate to customer's specific use and experience of CA products and solutions so actual results may vary.

Terms of this Presentation