Posted @ 11/21/2016 06:42 PM
Updating Cost Plans in CA PPM is work that is often considered to be labor intensive and complicated. The PPM Excel Interface provides the ability for your team to easily make multiple modifications at the same time using an Excel sheet to manipulate grid based data using Excel’s native Drag & Drop, Cut & Paste, and Auto Complete functionality.
The PPM Excel Interface removes the technical know-how normally required to update Cost Plans data with CA PPM. It makes it easier because everyone is used to using Microsoft Excel and because the complex XOG operations normally required are automated within Excel, allowing you to extract Cost Plans data with a click on the button, and then send your updated data back to CA PPM with another click of a button. It couldn’t be easier!
Watch the brief video and see how it’s done.
MP4 Version (Opens in a new window)
Steps Performed to Update CA PPM Cost Plans Quickly
1) Open the PPM Excel Interface and get the Cost Plans data from your CA PPM environment by selecting the “Cost Plans” interface from the “Get” drop down button.
2) Then the “Get Data With Filters” window will display. This will populate all the Cost Plans data in an Microsoft Excel sheet after you select the desired filters for the specific project data you want to update.
3) Modify the Cost Plans data as you desire, you can use Excel’s out-of-the-box functionality to save time (Drag & Drop, Cut & Paste, and Auto Complete).
4) Once your updates are complete, Validate the data, and correct any typo mistakes that are highlighted in yellow.
5) If mistakes were found, validate once more to ensure all the data is correct before sending back to CA PPM.
6) Send or load your work back into CA PPM by simply clicking on the “Load” button.
7) Done.
Check out other business challenges and roles that the PPM Excel Interface helps solve.
We are happy to provide a customized demo on how the PPM Excel Interface can perform in your CA PPM environment.
