CA PPM Implementation Strategy “Divide and Conquer”

By Viviana Franco On December 08, 2017

The need to implement CA PPM inside an organization normally surges from wanting to replace an existing tool or shifting their project management methodology towards a tool such as CA PPM.


Implementation issues arise when they want to model the exact same formats, fields and workflows without keeping in mind the tool’s native functionality. Organizations also focus on carrying out an implementation that meets all the requirements and encompasses the entire project in a single phase.

All of this leads to project failure because:

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How to Update CA PPM Cost Plans Using Microsoft Excel

By Marc Latreille On November 21, 2016

Updating Cost Plans in CA PPM is work that is often considered to be labor intensive and complicated. The PPM Excel Interface provides the ability for your 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. 

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How to Change CA PPM Allocations to a Project

By Marc Latreille On November 09, 2016

Managing CA PPM 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.

This video tutorial looks at a case study for a resource manager who has been tasked to change the Allocations to a project that has been deprioritized. The Allocations need to be dropped by 90%.

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How to Make Over 800 Resource Updates in 2 Minutes

By Marc Latreille On October 26, 2016

As staff roles and positions change, the impact and work required to make those changes throughout all of the resources in CA PPM projects are traditionally very time consuming and costly.

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How to use Microsoft Excel to Map Data into XOG Files, then Update Directly to CA PPM.

By Federico Pena On July 17, 2015


The power of Microsoft Excel is positively dynamic when working with XOG conversions for CA PPM. In case you haven’t heard, IT-ROI continually tries to make PPM simpler, whether it’s small scale to help out worker bees like us or large scale enterprise solutions that we prvide. Everyone wants to save time in their work day, so here is a way to save some of that precious time via Microsoft Excel and IT-ROI’s free-to-use XOG client.

Check out the video tutorial and the 10 steps on how to generate and build your XML files to be able to XOG them directly into CA PPM. 

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Performance Pros and Cons with CA PPM 14.2

By Marc Latreille On June 25, 2015


Doug Greer
(CA PPM Solutions Architect) over at Rego Consulting along with Camille Pack (Rego's Expert Content Creator) recently got together to discuss CA PPM 14.2 performance and outlook.  It's such a great read for everyone who shares the CA PPM space, so I thought I would get permission to re-publish the orginal blog post by Camille over at Rego Consulting.

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CA PPM 14.2 Tips & Tricks - Jaspersoft Server as a Windows Service

By Luis Palacios On April 29, 2015

As new releases come out, there are always new Tips & Tricks to be shared with the CA PPM community. OOB Jaspersoft configuration for the CA PPM 14.2 release will not run properly as a Windows service, and we have the solution.

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MSP Scheduler Unable to Open Projects or Saving Back to CA PPM

By Luis Palacios On March 12, 2015

ca-ppm-logoIn the last couple of months we’ve received various inquiries on the MSP connector provided by CA Technologies. The main problem that comes to mind are issues when trying to open the drop down menu under the project, to open in scheduler. Or to save back into CA PPM if the settings are not correct in NSA.

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CA PPM XOG Best Practices Webinar Replay with Questions and Answers Transcript

By Marc Latreille On January 27, 2015


Replay the Webinar

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CA PPM: Security error when adding a resource in Project, Team, Staff Page or adding a project to Resource, Allocation page.

By Luis Palacios On November 21, 2014

ERROR : "One or more resources could not be added. Possibly due to security"

When adding a resource in Project > Team > Staff Page or adding a project to Resource > Allocation page, if the user selects the checkbox for one or more project or resource that is already listed before clicking 'Add', an error is thrown in the UI: "One or more resources could not be added. Possibly due to security"The same issue arises also when you try to add a project to a resource's Allocation Tab, after selecting one or more projects that is already added to the resource.
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