EncartaLabs

CA Clarity PPM - Financial Management

( Duration: 3 Days )

The CA Clarity PPM - Financial Management training course teaches how to use CA Clarity PPM to define OBS and plan, allocate, and record project costs according to this defined structure. The creation of cost- and rate-related matrices; the establishment, approval, and adjustment of cost plans; and the posting of financial transactions are also demonstrated.

By attending CA Clarity PPM - Financial Management workshop, Participants will learn to:

  • Create an OBS, which is the core element to the financial framework of their organization
  • Enable the financial properties for projects, investments, resources, and companies to help ensure that all labor, material, equipment, and expense costs are captured and allocated to investments so they can be reported, analyzed, and billed, if appropriate
  • Manage the financial cost matrix to help ensure that a standard cost can be applied to all transactions in the system based on a centralized cost table
  • Post and correct postings of financial transactions to help ensure that all financial attributes relating to a transaction are present and valid in the context of the specific transaction
  • Define and adjust cost plans to help forecast the anticipated cost for the project or investment
  • Define benefit plans to help outline the value they will receive as a result of the cost expended to help justify the requested project budget

Knowledge of project and investment management in CA Clarity PPM, equivalent to the course, CA Clarity PPM - Project and Investment Management

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

COURSE AGENDA

1

Describe the Setup of Financial Data

  • Describe financial management
  • Sequence the setup of financial data
2

Define Financial Organizational Attributes

  • Define the financial OBS
  • Define entities
  • Define locations
  • Define departments
  • Define financial defaults
  • Define General Ledger accounts
3

Define Financial Attributes and Classifications

  • Define classifications and vendors
  • Define system and entity defaults
4

Build a Cost/Rate Matrix

  • Create codes
  • Create a Cost/Rate matrix
5

Define Financial Properties of Companies, Resources, Roles, and Investments

  • Define financial properties of companies
  • Define financial properties of resources and roles
  • Define financial properties of projects and NPIOs
  • Define a financial plan
6

Create Transaction Entries

  • Post timesheets
  • Create transaction entries
7

Post Transactions to Financial

  • Run the Post Transactions to Financial job
8

Process WIP Transactions

  • Post transactions to WIP
  • Import financial actual
  • Create WIP adjustments
9

Set Up Chargeback Rules

  • Describe chargebacks
  • Set up chargeback rules
10

Manage a Service

  • Describe Service Management
  • Create service offerings
  • Build service hierarchies
  • Set up service subscriptions
11

Process Chargebacks

  • Process chargebacks
  • View department invoices for approval

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 4,000 Modules 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

View our other course offerings by visiting http://encartalabs.com/course-catalogue-all.php

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

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