Here are useful keyboard shortcuts and tips for using CA Clarity PPM efficiently in project management:
Shortcut
Action
Alt + S
Open the Search box
Alt + H
Open the Help menu
Alt + N
Create a New item (project, task)
Alt + E
Edit the selected item
Alt + D
Delete the selected item
Ctrl + S
Save the current page or changes
Ctrl + Z
Undo last action
Ctrl + Y
Redo last undone action
Ctrl + F
Open browser's Find on page
Tab
Move focus to the next field or cell
Shift + Tab
Move focus to the previous field
Enter
Confirm selection or open item
Esc
Cancel current action or close dialogs
Project Creation: Use Alt + N to quickly start creating a new project.
Task Navigation: Use arrow keys and Tab to move efficiently through task grids.
Quick Edit: Select a task or project and press Alt + E to enter edit mode fast.
Save Often: Use Ctrl + S to save changes without hunting for buttons.
Filter & Search: Press Alt + S and type keywords to find projects, tasks, or resources quickly.
Timeline Navigation: Use the scroll wheel or drag to move through Gantt charts smoothly.
Resource Assignment: Click into resource fields and use keyboard navigation to assign or reassign quickly.
Reports: Navigate to reports section, then use keyboard shortcuts to export or refresh data efficiently.
Favorites: Bookmark frequent reports or views for faster access.
Personalized Dashboards: Customize your homepage to see KPIs and project status at a glance.
Templates: Use project templates for repeated types of projects to save setup time.
Bulk Edits: Leverage grid views to edit multiple tasks or attributes in one go.
Alerts & Notifications: Configure for key project milestones or budget thresholds.
Resource Management: Keep resource allocation balanced using built-in capacity views.
Integration: Connect with other tools like Jira or ServiceNow if your organization uses them.
Custom Fields: Add custom fields to capture project-specific data important for your reporting.