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KEY PROJECT SOFTWARE
CA CLARITY PPM, OPEN WORKBENCH
AND MICROSOFT PROJECT
Yolanda Williams is a Senior IT Manager
• Led culturally diverse global teams in
enterprise-wide, highly complex
solution delivery. Highlights include:
• Directed program and country-level
portfolios up to $12 Million and up to
115 associates/3rd party vendors for
cost savings, supply chain
efficiencies, asset protection and
regulatory compliance in PCI, SOX
and point of sales restrictions.
• Managed IT Enterprise
Transformations by owning
accountability and responsibility for
support, governance, standards, and
services in program/project
management and service delivery to
business teams and external
customers.
2
ABOUT ME…
HTTP://WWW.LINKEDIN.COM/IN/YBWILLIAMS
YBW72@YAHOO.COM
SME specializations include:
• Point of Sale – Global Releases
• Supply Chain: Replenishment and
Order Management
• PCI/SOX Compliance
• IT Quality Assurance
• Project/Program Management
Industry knowledge include:
• Gaming/Hospitality
• Retail
• Insurance Claims Management
• Transportation
• Logistics
GOALS
• Similarities
• Differences
Provide general knowledge of CA Clarity PPM, Open
Workbench and MSP
• MSP
• Clarity
• Open Workbench
• Combinations
Describe how the 3 tools can support Project Execution &
Monitoring and Controlling
• Free online overviews , videos and tutorials
• Free downloads
• References
Appendix – Additional Resources
3
HEY, YOU MENTIONED “PROJECTS”!
Project
Are….
A way to organize
resources, tools and
processes in order
to meet certain
objectives in a
defined period of
time.
The manner in which
the program
initiatives are
created, executed, a
nd delivered.
Aligned to the scope
of the program.
Finite in nature; not
lending to support
ongoing operational
concerns.
All project
deliverables adhere
to SCHEDULES.
4
PROJECT MANAGEMENT SOFTWARE IS
Software used for
Project
planning
Scheduling
Resource
allocation
Change
management
5
PROJECT MANAGEMENT SOFTWARE BENEFITS
Collaboratio
n and
communicati
on between
project
stakeholders
Control costs
Manage
budgeting
Manage
quality
Publish
documentation
Project
administration
6
THE RIGHT TOOLS FOR THE JOB
There are several commercial tools used
for project administration.
Three to be discussed today are:
• CA Clarity PPM
• Open Workbench
• Microsoft Project
7
SOFTWARE FOR THE JOB
CA Clarity
PPM
Open
Workbench
Microsoft
Project
Project Execution / Monitor and Control
8
Project and portfolio
management (PPM) system
that integrates with Open
Workbench
Provides insight
into the
organization’s
• resource availability,
• project expenditures
• standardized
methodologies
• shared knowledge
Open
Workbench can
upgrade to CA
Clarity PPM for
more features
that include
• budget forecasting
• reporting
• portfolio
management
CA CLARITY PPM
9
Freeware Windows-based
desktop application that focuses
on scheduling and resource
management
Integrates with
CA Clarity PPM
Full support
from CA is
available only
for versions of
Open
Workbench
included with
CA Clarity PPM.
OPEN WORKBENCH (OPW)
10
MICROSOFT PROJECT(MSP)
Fee-based Windows-based
desktop application that is
developed and sold by
Microsoft
assist a project manager
with administration tasks
such as:
• developing a plan
• assigning resources to tasks
• tracking progress
• managing the budget
• analyzing workloads.
11
OPW VS. MSP - DIFFERENCES
PM Activity Open Workbench Microsoft Project
How system
schedules
schedules based on effort Schedule based on duration; change
be changed to effort-based
How system level
resources
Resource leveling based on resource
availability
Programs teams are led by Program
Managers and consist of strategy-
driven professionals
How system
estimates work
Estimates bases on the next available block
of time that fits the task
Estimates can be based on task
duration or resource availability
How easy can
system
create/view
dependencies
Task level dependencies can be linked; yet
you have to create a different view to
determine how that dependency link will
impact the tasks.
Task level dependencies are easily
linked and viewed with the same
screen view.
How to maintain
resources
Resource management is easier when based
on ETCs . supports a simple transfer
assignments facility, which transfers task
assignments from one resource to another.
can only be removed from a task assignment
Resource Management is easier
when based on Allocation %.
Resources can be removed in the
Task Properties dialog box or in any
view displaying the assigned
resources.
How to track
costs
No budget or burn down calculations Can track budgets and provide burn-
down reports.
How to create
reports
Does not create reports. It relies on the
ability to customizes views , filters and sorts
Can create reporting and can sort
data. Any views have to be re-built for
each project.
12
OPW VS. MSP – HOW SYSTEM SCHEDULES
schedules
based on
effort
Schedule
based on
duration
OPW
MSP
13
OPW VS MSP - SIMILARITIES
Management activity Both Open Workbench & MSP Can:
Tracking track action items , tasks, milestones resources,
and track progress
WBS/Scheduling create work breakdown structures and maintain
schedules and Gantt charts
Base-lining MS Project and Open Workbench also both
keep track of baseline settings for projects
Critical Path/CPM
Network
ability to identify the critical path.
Dependencies Inter-project and task-level
14
WHAT TOOL IS BEST FOR MY NEEDS?
Both OPW and MSP
are enhanced when
server storage and
database components
are added.
MSP can be web-based
with Office 360.
15
FREE TUTORIALS – OPW
Free OPW Intro Course
Videos of Open Workbench Tutorials
OPW Tutorial Software - Free Download
Open Workbench Warrior
Project Planning with Open WorkBench™
16
FREE TUTORIALS – MSP
Free Training - MSP University On Demand Video
Training
http://www.msptraining.org/msp-downloads/
http://learn-msproject.com/
http://www.brighthubpm.com/software-reviews-
tips/71235-roundup-of-microsoft-project-tutorials/
http://office.microsoft.com/en-us/project-help/getting-
started-microsoft-project-basics-HA010355887.aspx
MS Project Tutorial - University of Pennsylvania
17
FREE DOWNLOADS
http://open-workbench.en.softonic.com/
http://www.ca.com/us/collateral/demos/na/ca-
open-workbench.aspx
MySQL Workbench 6.0.9 » Learn
18
FREE TUTORIALS – CA CLARITY PPM
Videos of
Clarity
PPM
Tutorial
19
REFERENCES
http://www.ca.com/us/products/detail/ca-clarity-ppm.aspx
http://www.ca.com/us/collateral/demos/na/ca-open-workbench.aspx
http://office.microsoft.com/en-us/project/
http://en.wikipedia.org/wiki/List_of_project_management_software
http://office.microsoft.com/en-us/project-help/a-short-course-in-project-management-HA010235482.aspx
20

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Clarity MS Project and Open Workbench

  • 1. KEY PROJECT SOFTWARE CA CLARITY PPM, OPEN WORKBENCH AND MICROSOFT PROJECT
  • 2. Yolanda Williams is a Senior IT Manager • Led culturally diverse global teams in enterprise-wide, highly complex solution delivery. Highlights include: • Directed program and country-level portfolios up to $12 Million and up to 115 associates/3rd party vendors for cost savings, supply chain efficiencies, asset protection and regulatory compliance in PCI, SOX and point of sales restrictions. • Managed IT Enterprise Transformations by owning accountability and responsibility for support, governance, standards, and services in program/project management and service delivery to business teams and external customers. 2 ABOUT ME… HTTP://WWW.LINKEDIN.COM/IN/YBWILLIAMS YBW72@YAHOO.COM SME specializations include: • Point of Sale – Global Releases • Supply Chain: Replenishment and Order Management • PCI/SOX Compliance • IT Quality Assurance • Project/Program Management Industry knowledge include: • Gaming/Hospitality • Retail • Insurance Claims Management • Transportation • Logistics
  • 3. GOALS • Similarities • Differences Provide general knowledge of CA Clarity PPM, Open Workbench and MSP • MSP • Clarity • Open Workbench • Combinations Describe how the 3 tools can support Project Execution & Monitoring and Controlling • Free online overviews , videos and tutorials • Free downloads • References Appendix – Additional Resources 3
  • 4. HEY, YOU MENTIONED “PROJECTS”! Project Are…. A way to organize resources, tools and processes in order to meet certain objectives in a defined period of time. The manner in which the program initiatives are created, executed, a nd delivered. Aligned to the scope of the program. Finite in nature; not lending to support ongoing operational concerns. All project deliverables adhere to SCHEDULES. 4
  • 5. PROJECT MANAGEMENT SOFTWARE IS Software used for Project planning Scheduling Resource allocation Change management 5
  • 6. PROJECT MANAGEMENT SOFTWARE BENEFITS Collaboratio n and communicati on between project stakeholders Control costs Manage budgeting Manage quality Publish documentation Project administration 6
  • 7. THE RIGHT TOOLS FOR THE JOB There are several commercial tools used for project administration. Three to be discussed today are: • CA Clarity PPM • Open Workbench • Microsoft Project 7
  • 8. SOFTWARE FOR THE JOB CA Clarity PPM Open Workbench Microsoft Project Project Execution / Monitor and Control 8
  • 9. Project and portfolio management (PPM) system that integrates with Open Workbench Provides insight into the organization’s • resource availability, • project expenditures • standardized methodologies • shared knowledge Open Workbench can upgrade to CA Clarity PPM for more features that include • budget forecasting • reporting • portfolio management CA CLARITY PPM 9
  • 10. Freeware Windows-based desktop application that focuses on scheduling and resource management Integrates with CA Clarity PPM Full support from CA is available only for versions of Open Workbench included with CA Clarity PPM. OPEN WORKBENCH (OPW) 10
  • 11. MICROSOFT PROJECT(MSP) Fee-based Windows-based desktop application that is developed and sold by Microsoft assist a project manager with administration tasks such as: • developing a plan • assigning resources to tasks • tracking progress • managing the budget • analyzing workloads. 11
  • 12. OPW VS. MSP - DIFFERENCES PM Activity Open Workbench Microsoft Project How system schedules schedules based on effort Schedule based on duration; change be changed to effort-based How system level resources Resource leveling based on resource availability Programs teams are led by Program Managers and consist of strategy- driven professionals How system estimates work Estimates bases on the next available block of time that fits the task Estimates can be based on task duration or resource availability How easy can system create/view dependencies Task level dependencies can be linked; yet you have to create a different view to determine how that dependency link will impact the tasks. Task level dependencies are easily linked and viewed with the same screen view. How to maintain resources Resource management is easier when based on ETCs . supports a simple transfer assignments facility, which transfers task assignments from one resource to another. can only be removed from a task assignment Resource Management is easier when based on Allocation %. Resources can be removed in the Task Properties dialog box or in any view displaying the assigned resources. How to track costs No budget or burn down calculations Can track budgets and provide burn- down reports. How to create reports Does not create reports. It relies on the ability to customizes views , filters and sorts Can create reporting and can sort data. Any views have to be re-built for each project. 12
  • 13. OPW VS. MSP – HOW SYSTEM SCHEDULES schedules based on effort Schedule based on duration OPW MSP 13
  • 14. OPW VS MSP - SIMILARITIES Management activity Both Open Workbench & MSP Can: Tracking track action items , tasks, milestones resources, and track progress WBS/Scheduling create work breakdown structures and maintain schedules and Gantt charts Base-lining MS Project and Open Workbench also both keep track of baseline settings for projects Critical Path/CPM Network ability to identify the critical path. Dependencies Inter-project and task-level 14
  • 15. WHAT TOOL IS BEST FOR MY NEEDS? Both OPW and MSP are enhanced when server storage and database components are added. MSP can be web-based with Office 360. 15
  • 16. FREE TUTORIALS – OPW Free OPW Intro Course Videos of Open Workbench Tutorials OPW Tutorial Software - Free Download Open Workbench Warrior Project Planning with Open WorkBench™ 16
  • 17. FREE TUTORIALS – MSP Free Training - MSP University On Demand Video Training http://www.msptraining.org/msp-downloads/ http://learn-msproject.com/ http://www.brighthubpm.com/software-reviews- tips/71235-roundup-of-microsoft-project-tutorials/ http://office.microsoft.com/en-us/project-help/getting- started-microsoft-project-basics-HA010355887.aspx MS Project Tutorial - University of Pennsylvania 17
  • 19. FREE TUTORIALS – CA CLARITY PPM Videos of Clarity PPM Tutorial 19