RegoXchange
  • 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!
  • 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 even better together? 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!
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience.
  • 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.
  • Learn how to create, manage, and analyze investment data using Clarity's Hierarchies and Roadmap modules. This course will cover best practices setup of Hierarchies along with setting targets, planning, importing/syncing, selecting views, and printing Roadmaps.
  • A Quick Reference Guide to assist in using the Hierarchies Grid view in Clarity’s Modern UX.   The Hierarchy grid provides the ability to create new hierarchies, filter, add fields to the gird, save and load views, export the list of hierarchies and review the details of a hierarchy.
  • A Quick Reference Guide to assist in the creation of Hierarchies in Clarity’s Modern UX.   Clarity PPM provides the ability to create one or more hierarchies that define the relationships between ideas, projects or custom investments.   Each hierarchy contains up to a 500 tree card diagram that shows a parent-child relationship between the tree cards.
  • Often, you would want to disallow users from making edits to stay on the same page after changing the data by clicking Save. By forcing the users to click Save and Return, they are forced out of the page. For the above-mentioned reason, the Clarity admin can add the code in the attached tech-trick document, and that will hide the Save button from being displayed.
  • In this session you’ll hear about how Hershey’s is using Clarity and Rally to plan and manage their work in a hybrid project management environment. Some of the key capabilities used in both tools will be covered and you’ll hear about their integration approach.
  • Every chocolate bar starts as a cocoa bean, just like every project starts as an idea.  Clarity was designed as the centralized process that transforms raw ideas into beautifully wrapped, ready-to-launch deliverables. It took a partnership across multiple divisions to ensure success!
  • Hershey shares their path to Power BI reporting. They discuss Power BI ways of working, Defining Executive Level Metrics, Design & Development, and Next Level Reporting.
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