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CA PPM Training

WinMill Software is an industry leader in developing and delivering business process training and CA PPM training. In our experience, clients who take a holistic view of training, focusing on Strategy (why) and CA PPM (how), end up with a higher adoption rate, and a more satisfied, motivated staff. All of this leads to better data quality, enabling solid decision making.

WinMill produces instructor-led and/or web-based training, with labs and activities designed to engage the learners. Our instructional designers have deep experience in business process training, as well as CA PPM-specific training. WinMill can also customize your training to include your specific business processes, to further aid user adoption. Available classes include:



Navigation & Personalization

Logging into CA PPM

The General Overview Page

Personalizing the General Overview Page

Account Settings

Project List Page

Project Navigation

CA PPM Portlet and Reporting Overview


Navigating Timesheets

Populating Timesheets

Timesheet Statuses

Adjusting Posted Timesheets

Timesheet Reports and Portlets

Project Management

Creating a Project

Project Pages, Sections and Attributes

Team Management


Task Closure



Project Closure

CA PPM Gantt

Introduction to the Gantt View

Assigning Resources



Working with Actuals

Printing the Gantt

MSP Integration Basics

MSP Integration Overview

MSP Best Practices

Resource Management

Creating new Roles and Resources

Security Rights and Security Groups Overview

Assigning Security Groups to Resources

Capacity Planning

Evaluating Resource Workloads

Leveling Resource Assignments

Reviewing and Filling Unfilled Allocations

Financial Management

Financial Management Overview

Resource Financial Properties

Project Financial Properties

Rate Matrix

Simple Budgets

Cost Plans

Benefit Plans

Budget Plans

Financial Transactions

Demand Management (Ideas)

Demand Management Overview

Creating an Idea

Idea Teams

Idea Financials

Idea Approval

Idea Conversion to a Project

Portfolio Management

Portfolio Overview

Portfolio Properties

Populating Investments

Investment list and Aggregations

Portfolio Plans

Setting Portfolio Targets

Investment Planning by Period

Waterlines View

Ad Hoc Reporting

Navigating Reporting

Creating an Ad Hoc View

Configuration of the View

Building and Saving the View

Creating and Modifying a Report


User Administration

CA PPM Studio

Financial Administration

System Administration

Advanced Reporting Administration

Jaspersoft Reporting

Basic & Advanced Jaspersoft Reporting

Jaspersoft Studio Development

Data Warehouse Administration

Contact us today to discuss all your CA PPM needs: inquiry@winmill.com or 1-888-711-MILL (6455).