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.

This training document is a Rego Consulting Quick Reference Guide to assist with the updating, synchronizing and deleting of Roadmap investments in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Detail is provided on how to update individual Roadmap items within the Grid View, Timeline View and Board View. Included are instructions on how to synchronize Roadmap investments and how to delete an investment from a Roadmap.

This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document provides information on how to import investments and how to create child / parent relationships. Detail is provided with regard to the export of Hierarchies to PDF format.

Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more.