directional interface for ca ppm - itroisolutions.com · the ppm excel interface is a unique and...
TRANSCRIPT
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
954.518.3330x132Office:
itroiSolutions.com