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Leverage a Kanban or Sprint approach to manage Clarity Implementation and ongoing improvements. List also serves as a history of configuration changes, reasons, and deployment dates. -
If you work in a busy Project Management Office (PMO), then you know that good quality data is paramount to effective planning, decision making, and project delivery. You also know that sometimes a single data point can be enhanced when it is supplemented by additional information. But as an administrator or part of the PMO, how can you guide team members to ensure they enter meaningful data into your project management system? Clarity now offers the capability to create business rules which can enforce data-entry based on the way that other attributes have been updated. In this article, you’ll get step-by-step instructions on how to update your Clarity blueprints to utilize the new Conditional Required Modal. -
The Rego Roadmap Ranking provides the ability to rank Roadmap Items within individual Roadmap Scenarios. The function allows the user to define a hierarchical sequence to defined attributes to create a set of rules to generate an auto-ranking, by scenario. Large sets of ranking rules increase complexity and variability, so choose initial rules carefully. When the rank order is configured, a process is actioned that auto-ranks the Roadmap Items for the selected Roadmap Scenario. The Roadmap Ranking can be viewed through the Timeline, Board, or Grid View. -
A Quick Reference Guide to assist in setting up a login message that users can see whenever they log into Clarity. QRG walks through the configuration steps. Message Severity and duration can also be setup. -
A Quick Reference Guide to assist in the use of the Objectives Grid view. The Objective grid provides the ability to create new Objectives, filter, add fields to the gird, save and load views, export the list of hierarchies and review the details of an Objective. -
A Quick Reference Guide to assist in the creation of Objectives in Clarity. Clarity now has an out of the box module called objectives which can replace a custom objective module that was previously created and has default attributes for both Objectives and Key Results (sub-object). -
A Quick Reference Guide to assist in the use of the Objectives Board View. The view options allow you to customize the Board layout. Options include Columns, Swimlanes, Color and Labels. -
A Quick Reference Guide to assist in the administrative process of updating an OBS in Clarity. An Organizational Breakdown Structure (OBS) is a hierarchical structure you can use to align resources, projects and investments. Note: the following steps apply when updating a non-financial OBS. The financial OBS (Department and Location OBS) are generally setup as part ofthe Clarity implementation.
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A Quick Reference Guide to assist in the administrative process of updating an Attribute Color in Clarity. The display mappings of an attribute can be configured to indicate a range of values or specific values using colors.
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A Quick Reference Guide to assist in the administrative process of populating a Rate Matrix in Clarity. A rate matrix is used during cost plan population and financial transaction processing to determine costs and rates. You can create cost and rate matrices for labor, materials, equipment, and expense resources.
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A Quick Reference Guide to assist in the administrative process of creating a new Clarity OBS. An Organizational Breakdown Structure (OBS) is a hierarchical structure that can be used to align resources, projects and investments. An OBS can be used for reporting and access control based on OBS membership. Note: the following steps apply when creating a non-financial OBS. The financial OBS (Department and Location OBS) are generally setup as part of the Clarity implementation.
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A Quick Reference Guide to assist in the creation of a new Channel in Clarity. A Channel can be used to embed content from an internal or external source. Channels are added within Blueprints as a module.
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