Introduction to Open Workbench Course

Course Code: MQ 587
Course Abstract: This course is to learn the basic functionality of Open Workbench in order to build, schedule and control a project in CA Clarity PPM release 8.x or 12.
Audience: This course is designed for individuals who are Project Managers and Project Support Office staff that will be using Open Workbench in conjunction with Clarity to plan, schedule and control projects.  This course is designed as demonstrations and discussions followed by structured exercises for each subject. This gives each participant an opportunity to practice what they’ve just learned, and encourages them to apply this understanding to real-world project plans.
Duration: 2 days
Learning Outcomes:

Upon completion of this course, the participant will be able to:

> Create a project plan by entering a Work Breakdown Structure, defining dependencies, and assigning resources and estimates in Workbench.
> Know the interaction between Workbench and Clarity in terms of resource management.
> Create a realistic schedule based on typical project constraints.
> Know the role of Clarity Timesheets in the tracking and control cycle.
> Review and analyze a plan which has been tracked using Clarity Timesheets.
> Re-plan and reschedule the analyzed plan ensuring that the plan is kept up-to-date.

Course Topics:

Introduction
Objectives & Prerequisites
Project Management Processes

Getting Started
Accessing Open Workbench
Setting Options
Opening Projects
Navigating
Properties
Highlights

Using Views
Using Standard Views
Customizing Views
Formatting Data Elements
Using Level of Analysis
Creating Filters
Creating View Groups
Saving Views

Initiation
Project Initiation in Clarity
User Rights
Case Study
Project Properties

Activity Planning
Entering WBS Data
Entering Task Details
Copy/Paste
Creating Task Dependencies

Resource Planning
Allocating Resources in Clarity
Resource Properties
Resource Calendars
Assigning Resources to Tasks

Schedule Development
Using Autoschedule
Critical Path Method
Autoscheduling the Project

Refining the Schedule
Adding Named Resources
Transferring Assignments
Resource Holidays
Fixed Duration
Locking Tasks for Scheduling
Applying Duration Types
Applying Loading Patterns
Baselining the Plan

Executing
The Tracking Cycle
Reviewing Pending Actuals
Reviewing Actuals
Handling Pending Estimates
Updating Status
Completing the Tracking Cycle

Controlling
Analyzing Progress
Unplanned Tasks
Variance Analysis
Replanning

Multiple Projects
Creating Master Projects
Creating External Dependencies

Prerequisites: None
Note: All fields are required
At the present time we do not offer training for individuals or groups less then 6 individuals. We apologize for any inconvenience.


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