Make the right investment decisions in four simple steps

Step 1: Shaping the portfolio in CA PPM (Clarity)
according to your criteria

You can design project portfolios as well as portfolios for products, applications or services in CA PPM (Clarity). You can create them automatically according to preset rules or specific criteria or manually. Portfolio management provides flexibility and accuracy in measuring investment evaluations through out-of-the-box metrics such as planned costs, importance for company strategy or risk profile.

CA PPM (Clarity) allows you to adjust the default evaluation criteria within the portfolio to suit your requirements. You also have the option to add your own criteria. Projects and investments are furnished with priorities and evaluated on the basis of KPIs with a few clicks of the mouse: Analysing yields and profitability, reducing expenses and increasing turnover as a target, quality statistics or economically feasible evaluations. This makes it possible to arrange your company-relevant criteria and define the priority for a portfolio evaluation in CA PPM (Clarity) in a simple manner.

Step 2: Analysing the portfolio in CA PPM (Clarity)

CA PPM (Clarity) enables you to select any criteria to determine the four dimensions of the traditional portfolio display: the bubble chart. CA PPM (Clarity) allows you to allocate the criterion ‘time period’ to the x-axis, ‘relevance to the corporate strategy’ to the y-axis, ‘total costs’ to the bubble size and ‘risk profile’ to the bubble colour, for example.

It just takes a quick glance into CA PPM (Clarity) to ascertain which projects should definitely be implemented, which should not, and which could possibly be implemented, but require closer consideration. The next step explains how to use the scenario manager within CA PPM (Clarity) to determine which projects are feasible with the budget and resources available.

Step 3: Find the optimal portfolio in CA PPM (Clarity) with the scenario manager and ‘what if’ analyses

The scenario manager in CA PPM (Clarity) lets you postpone, put on hold and add projects to a portfolio using a ‘playground’ (= scenario) or just alter the costs, for example. You will immediately see the effects on the timeframe, resource requirement and budget requirement thanks to CA PPM (Clarity).

CA PPM (Clarity) also allows you to compare and contrast several scenarios in order to find the perfect portfolio for you based on your own criteria. Automatically calculated and adjustable ‘waterlines’will show you graphically which projects can be performed with a given budget and ressources. A manual adjustment of the project-ranking is possible as well.

CA PPM (Clarity) makes the finding of the perfect portfolio quick and easy!

The result is that with CA PPM (Clarity) you will make best use of the given budget and ressources. And equally important you will choose the ‘right’ projects! Those which are most important to your corporations future success.

Step 4: Use CA PPM (Clarity) to implement the perfect portfolio and the relevant changes.

Projects are postponed, budgets are altered and sometimes projects are even frozen completely when interactively designing the best portfolio in CA PPM (Clarity). It is important that the project managers, department managers and resource managers are informed of these changes. Here too, CA PPM (Clarity) provides you with optimal automated support. As soon as the portfolio manager releases the new, optimised portfolio, all of the employees involved are informed automatically, most importantly the project manager.

This means you can be sure that changes made on strategic levels of the project portfolio have also been implemented on an operational level in project management thanks to CA PPM (Clarity).

Contact person

Contact person: Thomas Maierhofer Thomas Maierhofer
P +49 89 90405-219
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CA PPM (Clarity) benefits

  1. High software functionality
  2. Flexibility, scalability, configurability (without programming)
  3. Subdivisability (= data subsets) for company divisions
  4. Stage/GateTM certification
  5. Internationally deployable (14+ languages)
  6. State-of-the-art architecture (J2EE, AJAX, Zero-Client)
  7. Open integration using XML Open Gateway
  8. 1 000+ companies worldwide
  9. Large, sound manufacturer (CA Technologies Inc., Part of the Broadcom Group)

Direct help!

Give us a call for an informal initial consultation
T +49 89 90405-219

Support Hotline for
CA PPM (Clarity)
T +49 89 90405-175

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