This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments.

This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View.  Instructions are also provided on how to synchronize a Roadmap.

This training document is a Rego Consulting Quick Reference Guide to assist with use of the Hierarchies Card View in Clarity’s Modern User Experience.

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.