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CA PPM - Project and Investment Management

( Duration: 3 Days )

This CA PPM - Project and Investment Management training course is for users who will manage projects using CA PPM. Project management procedures from start to finish are taught, including project setup, assembling a project team, managing project risks, issues, and change requests, and closing out a project. Procedures pertinent to controlling the progression of a project are demonstrated. Setting project baselines, identifying dependencies, and the use of Gantt charts are demonstrated.

By attending CA PPM - Project and Investment Management workshop, delegates will learn to:

  • Create investments for all activities that involve expenditure and resource effort.
  • Build a project team and manage collaboration to assist in the successful planning, deployment, and completion of projects and investments.
  • Manage the required work breakdown structure (WBS) and risks, issues, and change requests to complete the project on time, on budget, and within scope.
  • Assign resources to tasks to provide the cost details for your projects and identify the planned resource usage.
  • Effectively manage project schedules to better forecast and plan the cost of projects, gain visibility into the demand for labor resources, and control the completion of tasks and project deliverables.
  • Create risks, issues, and change requests for a project so that the team is made aware of potential effects on the project scope, schedule, budget, or any combination thereof.
  • Define time‐based costs for the planned financial values of your projects.

  • Knowledge of core components and time management in CA PPM OR Equivalent

The CA PPM - Project and Investment Management class is ideal for:

  • Business Analysts
  • Business End Users
  • Business Team Members
  • IT Services Managers
  • Key Resources
  • Key Stakeholders
  • Process Managers
  • Project Management Office
  • Project Managers
  • Project Sponsors



Create NPIOs

  • Compare NPIOs and projects
  • Create NPIOs

Create Projects

  • Create projects
  • Create projects from templates
  • Create projects from ideas and other sources

Build Project Teams

  • Allocate resources to a project
  • Manage allocations and estimates
  • Replace resources using the Resource Finder
  • Manage staff booking options

Build Project Plans

  • Build the WBS
  • Create WBS dependencies
  • Configure the Gantt chart

Assign Resources to Project Tasks

  • Define the assignment pool and assign resources to project tasks
  • Replace assignments

Schedule Projects

  • Schedule projects using the Gantt chart
  • Schedule projects using a desktop scheduling tool

Perform Financial Planning

  • Define high‐level financial planning information
  • Create cost plans
  • Create benefit plans
  • Submit cost plans for budget approval
  • Create hierarchies
  • Define capital and operating costs

Manage Collaboration Information

  • Upload documents for sharing
  • Manage action items
  • Manage discussions

Create Project Risks, Issues, and Change Requests

  • Create risks
  • Create issues
  • Create change requests

Control Projects

  • Create project dependencies
  • Enable project auditing
  • Baseline projects
  • Analyze posted actuals
  • Examine the project dashboards
  • Close projects

Group Projects

  • Compare programs with master projects
  • Create programs
  • Examine program dashboards and multi‐project portlets

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

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Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.