- Change Requests
- Cost Trend
- Cost
- Effort Trend
- Effort
- Hierarchy Summary
- Investment Drill Thru
- Investment Gantt
- Issue Summary
- Milestones
- Risk Summary
- Staff
- Status Report Summary
- Tasks
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Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include: -
Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include:- Roadmap Details
- Resource Investment Demand
- Roadmap Financials
- Roadmap Investment Gantt
- Roadmap Item Gantt
- Roadmap Overview – Default Scenarios
- Roadmap Overview – Single Roadmap Selection
- Scenario Comparison
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Gain an overview of program-level performance, track program milestones, and assess overall program health. Report Views include:- Change Requests
- Program Costs Trend
- Program Costs
- Program Drill Thru
- Program Effort
- Program Gantt
- Program Issues
- Program Milestones
- Program Risks
- Program Staff
- Program Status Reports
- Program Summary
- Program Tasks
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Hierarchies and Roadmaps are two powerful capabilities that Clarity has brought to the market. While they work great independently, have you experimented with how they can work together, even better? In this session, come and learn how these two capabilities can complement each other by working in concert giving you both planning and execution insights! -
Are you using Clarity's roadmap leveraging some of the best and most common practices found across industries? Come to this session to learn about how the roadmap works, out of the box. We will cover how to configure views, targets, widgets, boards and more! You will leave with great ideas you can bring back to your organization! -
The Power Filter Sync functionality allows users to define rules for syncing investments to Roadmaps or Hierarchies on a scheduled (and on-demand in Roadmaps only) basis. Users may choose one or more saved views from investments that are allowed on the Roadmap/Hierarchy to define the list of investments they want that Roadmap/Hierarchy to contain. If the option to Keep Synced with Power Filter is set to Yes, then each time the process runs, the Investments returned by the saved views will be added to the Roadmap/Hierarchy if they don’t exist there already, and any investment not found in the saved views will be removed. -
A Rego Training deck that reviews the use of Hierarchies in Clarity PPM’s Modern UX.- Hierarchies in Clarity PPM can be used to create one or more hierarchies that define relationships between various investments. Each hierarchy includes an investment tress card made up of multiple cards.
- A parent-child relationship between investment cards help stakeholders understand the dynamics of the investments. Stakeholders can use the Hierarchies page to view all the hierarchies in the organization.
- Hierarchies can include different investment types such as; ideas, projects, and custom investments with configurable cards by investment type.
- Hierarchies can display rolled up aggregation metrics.
- Hierarchies can be exported to PDF.
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This is a list of 12 typical maintenance items that should be completed for Clarity on an annual basis. There is also a short list of items that should be completed periodically depending on client policies. -
This Roadmap add-on provides configurable Role-based metrics that can be used in the grid view as targets and constraints. Select your valuable roles in the “targets” and once selected, the “sync” button will bring in any current allocations against projects and allow editing any of the total numbers directly in a scenario. This will provide deeper insights into impacts of plans on teams/resources in addition to the out of the box money and time constraints. -
** No Download - Do not Add to Cart** - Register for the White Paper at this link - http://info.regoconsulting.com/clarity-roadmaps-fastest-route-to-success Anyone who’s taken a road trip knows the value of a good map. It tells you where you’re going, how long it might take to get there, and where you are at any given time. Your organization’s strategic journey is no different. Whether it’s your corporate strategy or individual investments, you’re heading into territory that could include all kinds of intersections, delays, and detours that could impact your plan. A good roadmap will give you the critical information you need to ensure a smooth journey. In this white paper, we discuss how using Clarity's Roadmap feature will get you pointed in the right direction for success. -
Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include: • Roadmap Details • Resource Investment Demand • Roadmap Financials • Roadmap Investment Gantt • Roadmap Item Gantt • Roadmap Overview – Default Scenarios • Roadmap Overview – Single Roadmap Selection • Scenario Comparison Demo Video - https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7 -
How do you prioritize work? In many organizations, the traditional forced ranking scale (1-x) alone isn’t sufficient. There are financial and resource constraints to consider. We must align with strategic objectives, OKRs, or business outcomes. So how do we go about creating a plan which layers in-flight and proposed work within all these considerations, to create a balanced and prioritized roadmap? How do you drive priorities without driving yourself crazy? In this session, we will share best practices and lessons learned. You will get a hands-on exploration of practical, realistic, and flexible approach to satisfy your organization’s planning needs.
