ca project and portfolio management v14.x - building a better portfolio

Pre-Con Education: CA Project & Portfolio Management v14.x - Building a Better Portfolio

Kismet Silva-Smith

Agile Management

CA Technologies

Instructor

AMX09E

@CAPPM

#CAWorld

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For Informational Purposes Only

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World 2015 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.

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information and resource allocations as of November 18, 2015, and is subject to change or withdrawal by CA at any time without notice. The

development, release and timing of any features or functionality described in this presentation remain at CA’s sole discretion.

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this presentation, CA may make such release available to new licensees in the form of a regularly scheduled major product release. Such

release may be made available to licensees of the product who are active subscribers to CA maintenance and support, on a when and if-

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Abstract

Organizational initiatives require a portfolio of investment objects to make them a reality. We will demonstrate how to define and maintain portfolios to create a detailed inventory of your investments in CA Project and Portfolio Management (CA PPM).

Kismet Silva-Smith

CA Technologies

Instructor


Agenda

WHAT IS PORTFOLIO MANAGEMENT?

BUILD A PORTFOLIO

ANALYZE A PORTFOLIO

CREATE, ANALYZE AND COMMUNICATE PORTFOLIO PLANS

1

2

3

4

What is Portfolio Management?


Portfolio Management

Portfolio Managers and Portfolio Stakeholders can use the features to scope, plan, limit and distribute funds to high-priority initiatives.– Create

– Evaluate

– Manage

THE PROCESS OF DECIDING WHICH INVESTMENTS TO START, CONTINUE, DISCONTINUE OR POSTPONE.


Portfolio Components

Portfolios– Configurable and process-enabled. Sync

updates based on user preference

Plans– Configurable, and process-enabled. Modify

plans and save as versions

Targets– Set and distribute cost, benefit, and

resource targets by time period

Waterlines– Drag & drop for investment ranking

– Use quick-view gauges for high-level

financial and capacity planning

Dashboards, Portlets, Reports– Analyze portfolios with configurable

dashboards and portlets

– Collaborate with stakeholders using

OOTB reports


Portfolio Definitions

Build a Portfolio


Populate Portfolio Parameters

When you create a portfolio, you establish– Basic Information in the Properties Page

Dates

Financial targets for the distribution of your organizational budgets

– Investments to be added in the Content Editor Page


Define Portfolio Contents

There are three methods available to add or remove contents to a portfolio:– Include or Exclude

Investments

– Build a Power Filter

– Individual Investments

Analyze a Portfolio


Analyze a Portfolio – Targets

The portfolio target costs and benefits are distributed evenly between the start and finish dates of the portfolio.

To update a period value, click inside its time frame

Analyze the targets to see if you are going over or under the financial limits


Analyze a Portfolio – Waterlines

KNOWING HOW TO READ DATA ON THE WATERLINES PAGE WILL HELP ANALYZE INVESTMENT DATA CORRECTLY.

Toolbar

Plan drop-down

Aggregation Constraint

drop-down

Waterline

Gauges

Create, Analyze and Communicate Plans


Create, Analyze and Communicate Plans

Plans are “what-if?” tests to evaluate and fine-tune possible portfolio updates that are required to meet portfolio targets:– Ranking Rules

Primary Constraint

Ranking Attributes

– Analyze Aggregate Constraint and Ranking Rules (Waterlines)

– Scorecard, Analysis, Capacity and Financials Portlets

– Reports

Best Practices


Best Practices

Develop discrete portfolios by comparing similar investments

Use power filters to define content

Establish investment prioritization teams according to portfolio – Ranking attributes need to have values populated on all investments

Align with investment models for executive leadership teams and steering committees


Best Practices Continued

Synchronize portfolios on a regular basis (Reality)

Create portfolio specific Waterlines view


SummaryA Few Words about Portfolio Management

Results

Portfolio Management is the process of deciding which investments to start, continue, discontinue or postpone

Managing an entire portfolio enables you to measure overall financial effectiveness, optimize resource allocation, review inefficient projects and eliminate redundant efforts

You can create a detailed inventory of all your projects, applications, assets, products, ideas and other investments


Q & A


For More Information

To learn more, please visit:

http://cainc.to/Nv2VOe

CA World ’15

http://cainc.to/Nv2VOe

http://bit.ly/1wbjjqX

ca project and portfolio management v14.x - building a better portfolio

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