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The Roadmap Cloning process creates a clone of any existing roadmap. It should be run using the “Execute a Process” job. To specify a roadmap to clone the Start Step Action’s Custom Script Parameters need to be updated to include the proper roadmap ID in the templateCode field. -
Out of the box, there is no way to export or report on the Modern UX Roadmap Grid view. This report allows the end user to select one or more roadmaps and provides an exportable view of several OOTB fields from those roadmaps. When exported to and open in excel, the first tab will display a combined view of all selected Roadmaps, one row for every Roadmap Item, and additional tabs will display Roadmap-specific views. Custom attributes may be added to the report by your developers. -
Out of the box, there is no way to export or report on the Modern UX Roadmap Grid view. This report allows the end user to select one or more roadmaps and provides an exportable view of several OOTB fields from those roadmaps. When exported to and open in excel, the first tab will display a combined view of all selected Roadmaps, one row for every Roadmap Item, and additional tabs will display Roadmap-specific views. Custom attributes may be added to the report by your developers.
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Do you want to understand the OOTB configuration and functionality of roadmap management? In this class, we will review the OOTB objects, views, and functions of roadmap management. -
Do you want to talk to other customers that are using or plan to use portfolio management? In this moderated Round Table where customers can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups and discuss customer selected topics - 100% sharing. -
A Quick Reference Guide to assist in the use of Clarity’s Roadmaps Board View. Shows how to go from the Roadmap List view to the Board View. Reviews functionality and use of the Board View. -
A Quick Reference Guide to assist in the creation of Roadmaps in Clarity’s Modern UX. Reviews adding Investments to the Roadmap and then syncing. -
A Quick Reference Guide to assist in the use of the Roadmap Grid View. Reviews functional use of the Grid View and exporting to CSV. -
A slide deck used in Rego’s training sessions around the use of Roadmaps in Clarity’s Modern UX. Reviews the benefits of Roadmaps, security, building a Roadmap, Importing Investments, Board View, and Grid View. -
A Quick Reference Guide on the use of the Timeline View for Roadmaps in Clarity’s Modern UX. Reviews accessing the view, view options, and dependencies. -
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! -
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.
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