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Home Services Functional Consulting
Functional Consulting

The abundance of functionality in CA Clarity PPM makes it a complicated application to master and, at times, frustrating to learn.  Unlocking and correctly using that untapped functionality is the key to maintaining a successful implementation.  Pemari consultants have extensive experience in all functional aspects of the CA Clarity PPM toolset.  Our functional consultants can work through your business processes to ensure that the functional capabilities provided by CA Clarity PPM are used in a cost efficient manner and provide benefit to your users in terms of accuracy, time-saving, reporting and ease of use.  With an average of 10+ years working with CA Clarity PPM our functional consultants have some of the best knowledge in the industry.

Our experience covers areas such as:


The CA Clarity PPM manuals are good but sometimes there is no substitute for seeing something in action.  Our consultants have demonstrated virtually every module within the CA Clarity PPM toolset to a variety of audiences ranging from senior management to technical teams.

Clarity Studio

CA Clarity PPM Studio provides organizations the opportunity to configure CA Clarity PPM to suit their individual business needs and construct bespoke solutions.  This can include constructing custom objects, new lookups, additional lookup values to vanilla lookups, new pages, new links in the menu or re-structuring/renaming of menu items, portlets to report on data within CA Clarity PPM or your warehouse.  Every client that our consultants have worked with have modified CA Clarity PPM using Studio.

Process Manager

To achieve an automated workflow to guide users through standard business processes, CA Clarity PPM provides the mechanism to send actions to individuals to complete the steps identified.  Escalation and reminder conditions can be placed into the process to prevent bottlenecks.  When data changes within CA Clarity PPM, processes can react to this data input causing certain steps to be executed in an automated fashion.  Our consultants have set up processes to aid in the compliance of certain legislative requirements (e.g. Sarbanes Oxley), automate time approvals, conditional time approvals, risk management processes, project and program creation containing approval steps for budget to name but a few.

Open Workbench/MSP

The project management element is possibly the most widely used module in CA Clarity PPM.  Understanding the differences between the various options is therefore critical for most CA Clarity PPM implementations.  Whether your organization chooses to plan and schedule projects using the browser or an external scheduler (Workbench or Microsoft Project) we have consultants capable of assisting you in every aspect of using the CA Clarity PPM project management module.

Financial Structure Maintenance

The financial model within CA Clarity PPM can appear to be complex in terms of all of the settings that need to be made, classifications to define, matrices, bill cycles, invoicing, chargebacks.  Our consultants can work with your finance department to identify and install all of the financial attributes required to achieve a streamlined project accounting process.  Furthermore, in conjunction with our technical consultants we can establish a link between CA Clarity PPM and your finance systems to provide total cost for all of your investments held within CA Clarity PPM.  This provides total cost of ownership within the organisation.

Security Structure

The security functionality within CA Clarity PPM allows three levels of granularity :

Instance Based - This is where the user has a specific right to an instance of an object e.g. an individual project.

OBS Based - Based on the Organisational structure that has been defined for your company and linked to the many objects within CA Clarity PPM e.g. Projects, Resources, Processes.

Global - Allows users access to all instances of a particular object or defines an area of the application they can see (e.g. Administration)

Additionally, there is financial security which is governed by the Entity structure defined as part of the financial setup i.e. membership to an entity gives certain restrictions on what a user will be able to do e.g. Post to WIP or Billing.

Our consultants will be able to aid you in defining a security model which can be adapted easily for future changes without complicating the business.  New users can then be identified by a particular role to be easily added to certain groups to enable set up and go on CA Clarity PPM to ensure that the new starter process is more streamlined.