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CA Project and Portfolio Management Implementation Services

CA Project & Portfolio Management (CA PPM) helps you to manage multiple project portfolios and make data-driven decisions with confidence. CA Services gets you started by deploying one of our four recommended foundations, each designed around a core capability: project management, resource management, portfolio management or a combination.

Then, choose acceleration services to extend the value of CA PPM with functionality and options for scaling and adapting to evolving demands. Along the way, our experts share leading practices gleaned from extensive experience, including strategies for improving user adoption, optimizing and integrating solutions, and success management for driving value.

Key Outcomes

  • Match business needs to foundation. Four options to meet requirements and goals. 
  • Build for current and future demands. Add functionality and options for better business outcomes. 
  • Improve user adoption. Empower users and get more value through enablement and education.

Key Service Features

  • Expert guidance and hands-on expertise for deploying a CA PPM foundation that is easier to maintain and expand.
  • Leading experts with deep knowledge of past and present CA PPM versions, who advise and assist with options and strategies.
  • Exclusive access to research, tools, tips and offers from CA Services.
  • Improve value and reduce risk. Leading practices for faster project delivery, better portfolio payback, increasing development output and reducing overall delivery risk.
  • Agile, waterfall and operations coordination.
  • CA Education. Learning paths and comprehensive content for every user level, plus available custom learning design. Flexible options include budget friendly subscriptions. 

Foundation Services

Foundation services provide a benchmark CA PPM infrastructure that is easier to maintain and can be readily expanded. Includes basic installation, PMO Accelerator/ Solution Content Pack and Management OBS Structures.

Start by determining the base capabilities needed to achieve business outcomes:

Project management. Tracking projects, assessing risks, evaluating performance versus historical project data and calculating basic financial metrics using actual, budgeted or forecast costs and benefits.

Resource management. Defining standard resource roles, aligning resources to roles, establishing resource profile information and associating calendars to resources, and performance application management activities.

Portfolio management. Defining standard definitions for project portfolios and aligning investment content to portfolios for high-level portfolio assessments including top-down planning supported with drill-down capabilities to view investment-level detail and idea management.

Combined foundation. Defining, processing and reporting on the most commonly utilized project, resource and portfolio management capabilities.

Acceleration Services

Project Management Acceleration Services

  • Manage project execution. Project information through a “single pane of glass.” Enterprise-view management reports. Business intelligence for controlling costs and risk. Improve governance.
  • Manage project financials. Visibility into labor and non-labor costs. Monitor and identify ways to improve returns. Perform and monitor detailed budgeting and forecasting.
  • Modern PMO (mPMO). Align practices and processes. Leverage organizational capability for managing dynamic projects and improving collaboration. Apply appropriate governance based on delivery methodology.
  • Agile management. Enable Integrated User Experience for collaboration between CA Agile Central and CA PPM.

Resource Management

  • Align resources. Forecast labor demand. Improve vendor management visibility. Resource requisition control.

Portfolio Management

  • Manage ideas. Create multiple roadmaps, and toggle between roadmaps and views including timeline, board, and grid. Capture information for idea development decisions. Align to investment types. Convert approved ideas to projects, assets, applications and products.
  • Manage incident. Manage events as incidents that are not a standard part of an impacted service. Often integrated with incident management capability delivered by a service desk to support time tracking and analyzing costs of running and operating service.
  • Manage assets. Hardware and software tracking, often for a particular service.
  • Manage applications. Application inventory tracking, often for a particular service. May be used to support application rationalization efforts.
  • Manage products. Product inventory tracking.
  • Balance portfolios. Supports top-down planning, and visibility and transparency to decision-making. Integrate resource capacity into portfolio decision making.
  • Application rationalization. Rationalize applications, often for a particular service.


  • Report conversion. Convert legacy reports from one reporting tool to Jaspersoft. Convert data captured and processed within CA PPM to support decisions.
  • Report and portlet development. Create new reports and portlets, including from data captured and processed in CA PPM. Includes capability for trending information from snapshot historical data tables.
  • Report and portlet information optimization. Tune and optimize existing custom reports and dashboards. Does not include report development or specific requirements regarding business intelligence semantic layers.
  • Information strategy. Collaborate and consult to define strategies for optimizing operational report and metric, process enablement report, and using captured date for better outcomes.


  • CA PPM adoption dashboard. Set of portlets and tabs built to support improved adoption. Built around core principles of business outcomes, data quality and tool usage. Simplifies tracking progress, improves data quality and monitors user engagement and adoption.