Clarity PPM 15.7.1 Release Notes

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The
Clarity PPM
Release Notes provides release-specific information such as new features, enhancements to an existing feature, fixed issues, and known issues. The Release Notes help you plan for a new installation or upgrade to the on-premise or SaaS edition of Clarity PPM.
To learn how the feature might impact your upgrade from an earlier release, see the Change Impact and Upgrade Guide.
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Clarity PPM New User Experience: Custom Investment Enhancements
STAFF Module
You can use the grid in the STAFF module to identify and add people, roles, teams, and even non-labor resources by name or ID. The STAFF module is built using the same common component that is used in Projects. You can ask your administrator to use blueprints to add the STAFF module to your custom investment item.
image2019-4-26_15-41-9.png
Some key activities you can perform by using the STAFF module are:
  • Add people, roles, teams, and even non-labor resources by name or ID
  • Use PER-PERIOD METRICS field to view a time-scaled series of time-sliced data for allocations
  • Set the hard of soft booking type for roles and resources
  • Replace a role with a different role, a team, or a resource.
  • Replace a resource with a different resource, team, or a role.
  • Replace a team with a different team, a resource, or a role.
Some key points you need to remember while using the STAFF module are:
  • Saved views in the STAFF module, including detail configuration, are shared across different objects.
  • Clarity PPM retains user settings for FTE or Hours regardless of the view.
  • The Start and End period for a saved view in the STAFF module is retained across objects.
  • Saved views created in the STAFF module of the Project object in older releases of Clarity PPM will be available in custom investment STAFF module after upgrading to 15.7.1.
In Clarity PPM 15.7.1, you cannot use the Staffing Workspace to allocate resources to staff custom investment items. You can use the Resources to Investments view to review the current resource allocation and identify potential resources. However, you cannot use the Investment to Resources view or the Requests section to staff custom investment items. You need to use the Staffing grid in the investment item to make any staffing changes.
For more information about Staff Module, see Custom Investments Staff an Investment.
You can also go through the following video for more information about Staff Module in Custom Investments.

TASKS Module
You can now add the TASKS module to a custom investment item in Clarity PPM. A task is a unit of work in a project plan that is assigned to one or more resources for a specified period.
Group By.jpg
The TASK module includes the following layouts:
  • Timeline layout
    – View and manage tasks in a hierarchical timeline so that you can see and manage multiple sub-level task and their relationships.
  • Board layout
    – View project tasks as cards, which you can arrange with drag-and-drop precision on a board layout with columnar swim lanes.
  • Grid layout
    – Analyze project tasks quickly by using an excel-inspired grid layout
Some key points you need to remember while using the TASKS module are:
  • Saved views in the TASKS module including detail configuration are shared across different objects.
  • Clarity PPM retains user settings for FTE or Hours regardless of the view.
  • The Start and End period for a saved view in the TASKS module is retained across objects.
  • Saved views created in the TASKS module of the Project object in older releases of Clarity PPM will be available in custom investment TASKS module after upgrading to 15.7.1.
  • Local picklist, when used in saved views, are automatically removed when accessing it from another object instance.
  • Custom attributes created in Clarity PPM Studio can be used between projects and custom investments.
For more information about Tasks Module, see Custom Investments Tasks and To-Do Items.
You can also go through the following video for more information about Tasks Module in Custom Investment.

ASSIGNMENTS Module
You can now use the ASSIGNMENTS module in custom investment type to manage task assignments, perform resource and role planning, and monitor estimate-to-complete (ETC) values for your team members directly inside an investment item. You can also apply filters, saved views, and specify your choice of assignment attributes that appear as columns in the ASSIGNMENTS grid. The familiar grid features include grouping, sorting, and exporting to CSV.
image2019-5-23_18-20-1.png
Some key points you need to remember while using the ASSIGNMENTS module are:
  • Saved views in the ASSIGNMENTS module including detail configuration are shared across different objects.
  • Clarity PPM retains user settings for FTE or Hours regardless of the view.
  • The Start and End period for a saved view in the ASSIGNMENTS module is retained across objects.
  • Saved views created in the ASSIGNMENTS module of the Project object in older releases of Clarity PPM will be available in custom investment ASSIGNMENTS module after upgrading to 15.7.1.
For more information about Assignments Module, see Custom Investments: Assign Resources, Roles, or Teams to Tasks.
You can also go through the following video for more information about Assignments Module in Custom Investments.

OBS Support for Custom Investments
You can associate custom investments with organizational breakdown structure (OBS) and associate specific departments and locations with custom investment items. OBS can then be used in filters and security rights.
Custom Investment Access Rights
You can now provide access to specific custom investments. If you are provided with the
<custom investment type name> - Navigate
access right, you should be able to see the specific custom investment tile. For example, if you have a custom investment named Business Case, you need the Business Case-Navigate access right to view the custom investment item.  You can then provide the relevant access rights, to allow resources to perform actions such as creating and editing cost and budget plans.
To learn more about Custom Investment Access Rights, see Clarity PPM Access Rights.
You can also go through the following video for more information about Access Rights in Custom Investments.

Cost Plan Details: Actuals, Units, and Revenue for Custom Investments
You can now view the actual costs posted during the fiscal period for the custom investment. This will help you to compare Planned to Actuals for the custom investment. You can adjust your view of the Custom Investment grid to show fiscal or calendar per-period metrics (also known as time-scaled values, or TSVs).
Actuals_for_Investment.png
The following time-scaled values (TSV) fields for cost plan details are available for selection from the PER-PERIOD METRICS field:
  • Cost
  • Actual Cost
  • Actual Revenue
  • Actual Units
  • Cost Variance
  • Revenue
  • Revenue Variance
  • Units
  • Units Variance
For more information, see View Actuals Posted in Custom Investments.
You can also go through the following video for more information about Actuals in Custom Investments.

Clarity PPM New User Experience: Introducing Hierarchies (BETA)
You can now use Hierarchies in Clarity PPM to create one or more hierarchies and define the relationship between various investments. Each hierarchy includes a tree with multiple cards. You can establish a parent-child relationship between cards to help your stakeholders understand the dynamics of your products. Your stakeholders can use the Hierarchies (beta) page to view all the hierarchies in your organization. In this release, you can add investments (ideas, projects, and custom investments) as cards to a hierarchy.
Hierarchy
Some key points you need to remember while using the Hierarchies are:
  • In Clarity PPM 15.7.1 an Investment Hierarchy is limited to a maximum of 500 cards.
  • Saved views defined at the investment level (e.g., Project, Idea and Custom Investment Type), are available on the multi-select add grid when importing those investment types.
  • If Projects or Ideas are deleted by using the Delete Investment Job, the investment types will automatically be removed from the Hierarchies.
  • The card option metrics displayed on each hierarchy card is associated only with an individual investment associated with the card. Metric aggregation or roll-ups is not available in Clarity PPM 15.7.1.
For more information about Hierarchy, see New User Experience: Create and Edit Hierarchies.
You can also go through the following video for more information about Hierarchy.

Clarity PPM New User Experience: Timesheet Enhancements
Time Entry for Custom Investments
You can now enter the number of hours for a Custom Investment task. If you log in as an individual user who has access to timesheets, you can see the tasks that are assigned to you, and can now enter time for each Custom Investment task. For more information about submitting a timesheet, see New User Experience: Enter Hours and Submit a Timesheet.
Timesheet Fields from Classic PPM Now Available in Clarity PPM New User Experience
You can now view the Classic PPM Timesheet fields on the Clarity PPM New User Experience. Your administrator must configure the classic PPM Timesheet fields. The following Classic PPM Timesheet fields are available for configuration:
  • (Task) Short Name
  • Parent
  • Parent ID
  • Phase ID
  • (Task) Start
  • (Task) Finish
  • Posted Actuals
  • Baseline
  • Role
Columns
Filter Resource and Resource and Manager Using Resource ID
You can now filter Resource Manager and Resource using Resource ID in My Timesheet and in Review and Approve tabs.
Search by ResourceID
For more information about filters, see Common Components.
Timesheet Grid with View Component (Read-Only)
You can now view Timesheets in the grid layout. The timesheet grid provides you the Grid-Filter-View (GFV) capabilities.
Timesheet Grid Layout
For more  information, see View and Manage Timesheets From Grid Layout.
Display Effort and Project Time Gauge Configuration
You can display or hide the Effort Gauge and Project Time Gauge in Timesheets from Classic Clarity PPM.
Effort and Project Time Gauge
Post Timesheets Job by Location
You can now process timesheets based on the location of the resource, using the
Post Timesheets
job. The batch processing ensures greater control in choosing one or more resource locations for which the timesheets must be posted.
Post Timesheets By Location
For more information, see Post Timesheets Job.
You can also go through the following video for more information about Timesheet enhancements in this release:

In this release, the ability to access internal and external applications from the main menu in Clarity New User Experience is enabled. This is very similar to the links provided in the context of a Custom Investment. However, Link channels from the main menu provide you with the ability to access internal and external applications completely outside of a specific project or custom investment. You can view, create, edit, delete Menu Links directly from the Menu Links page, based on your respective permissions. You can configure dynamic links with a placeholder for just a user name using a supported username variable that takes users to specific pages with personalized username attributes in the URL.
Menu Links
For more information, see Create, Edit, and Delete Menu Links.
You can also go through the following video for more information about Menu Links:

Classic PPM: Enhancements
Classic PPM: Financial Enhancements
For a project, you can now update the associated name of the company in the
Company Name
field even after you have posted the actuals.
Classic PPM: Enable SAML Authentication
The Enable SAML Authentication option allows Clarity PPM to accept SAML responses from Identity Providers such as OKTA or Auth0.
  • On-Premise Customers
    : This option is currently not applicable to Clarity PPM On-Premise customers. If you select this option, users will experience authentication issues.
  • On-Demand Customers
    : Please do not make any changes to this option. This setting governs the authentication mechanism of your Clarity PPM On-Demand environment. If you update this option, users will face authentication issues.
Clarity PPM New User Experience: Generic Enhancements
Create Charts in Clarity PPM Generic Grid
You can now utilize the out-of-the-box charting experience in the common grids. The charting experience is very similar to the capabilities you find in spreadsheet applications like Microsoft Excel or Google Sheets but is directly embedded within the Clarity PPM New User Experience.
Charts
For more information see Common Components.
Static MVL component to use the searchable-drop down
You can now search for the required value wherever there is a Multi-Value Lookup. The search capability is introduced and all attributes that are listed in MVL are now available with infinite scrolling.
The limitation in the infinite scroll is that the selected values do not appear in the first half of the drop-down list now.
Infinite Scroll on Special Staff and Assignment Lookups
The ability to scroll beyond 25 items in Staff and Assignment Lookups is introduced in this release. The Resource field in Project Staff and Assignment grids now contain a searchable drop-down list. The drop-down list now accommodates all the values that are available in the lookup.
Saved Views on Sub-Objects of the Investment Abstract Object Are Available Across Objects and Instances
When you use an out-of-the-box or custom sub-object associated with the Investment abstract object (Staff, Tasks, Cost Plan), then saved views on those sub-objects are available across various objects and instances.
Example: Saved Views on the Staff Module: When you save a view in the Staff module, it will be available across all other instances and objects that are using the Staff module in Clarity PPM. In Clarity PPM 15.7.1, the Staff module is available for projects and custom investments.
For more information, Common Components
Instance Rights for Custom Sub-Objects
You can now provide instance rights to specific individuals for custom sub-objects in Projects, Ideas, and Custom Investments.
Clarity PPM New User Experience: Demand Management - Ideas Enhancements
You can now view the actual costs posted during the fiscal period for Ideas. This will help you to compare Planned to Actuals for an Idea.
An effort task is created for the idea when a Staff Member is added to the idea.
You can adjust your view of the Idea grid to show fiscal or calendar per-period metrics (also known as time-scaled values, or TSVs).
Actuals_for_Ideas.png
The following time-scaled values (TSV) fields for cost plan details are available for selection from the PER-PERIOD METRICS field:
  • Cost
  • Actual Cost
  • Actual Revenue
  • Actual Units
  • Cost Variance
  • Revenue
  • Revenue Variance
  • Units
  • Units Variance
For more information, see Ideas Effort Task and View Actuals Posted in Ideas.
Classic Clarity PPM: MSP Integration
The following functionalities are added to MSP integration:
  • Lightweight integration of Clarity PPM with MSP (BETA)
  • One way import of project details from MSP to Clarity PPM (BETA)
  • Copy and paste project tasks in MSP
Resolved Issues
To view the customer reported issues resolved in Clarity PPM 15.7.1, see Clarity PPM 15.7.1 Resolved Issues list.
Known Issues
Following is the list of known issues for Clarity PPM 15.7.1:
The TSV PER-PERIOD METRICS values are exponentially displayed when the Classic Administration Project Management Work Effort Settings are configured for Days instead of Hours.
Symptom:
The TSV PER-PERIOD METRICS values are exponentially displayed when the Classic Administration Project Management Work Effort Settings are configured for 'Days' instead of 'Hours'. The steps below illustrate the issue in the ASSIGNMENTS TSV cells for ETC and ACTUALS.  However, this behavior impacts all TSV work effort fields in STAFF, ASSIGNMENTS, ROADMAPS.
Steps To Reproduce:
  1. From the Classic PPM, navigate to Administration, Project Management, Settings, and General. Set the
    Default Display Unit for Work Effort
    to Days.
  2. Log in to Clarity PPM.
  3. Display the ASSIGNMENTS module for Projects by configuring it through Blueprints.
  4. Create a Project, and add a labor team member.
  5. Create a task for a duration of 1 month and assign the staff member.
  6. Navigate to ASSIGNMENTS tab, and display
    ETC
    as a
    TSV
    .
  7. View
    Options: PER-PERIOD METRICS = ETC
    ,
    PERIODS = Months
    .
  8. From the Avatar, click SETTINGS, GENERAL.  Set
    UNIT OF MEASURE = FTE
    .
  9. Enter 1 as the input for one of the monthly periods. Notice how it changes to 8 (1*8)
  10. From the Avatar, click SETTINGS, GENERAL. Set
    UNIT OF MEASURE =  Hours
    . Notice how the value now changes to 1344 which is 8 (working hours) * 21 (working days) * 8 (additional number)
  11. Change the value in this one period to 8. Notice how it changes to 64 (8*8)
Expected Result: The value entered as an FTE Unit should remain as an FTE Unit and the value entered as HOURS unit should remain as Hours unit of measure.  The Modern UX currently does not support DAYS and should not be using the Classic Administration Project Management Setting to affect the display for work effort unit fields.  Actual Result: Entries get multiplied by an unnecessary 8.
Workaround
:
From Classic PPM, navigate to Administration, Project Management, Settings General, set
Default Display Unit for Work Effort
to
Hours
.
This workaround may not be feasible if you have set DAYS in Classic PPM.
Deleting Parent Card, Parent connector and Child Card together generates an error.
Symptom:
Deleting Parent Card, Parent connector and Child Card together generates an error.
Steps To Reproduce:
  1. Create a hierarchy with 3 Cards.
  2. Add connection lines to each card so that the cards make a straight line.
    Note:
    The connection lines
    does not
    have to this layout, but you need to have enough depth in the tree to have at least three levels.
  3. Select the lowest, second to last lowest cards and the second to last card's connection line and hit the delete button
Expected:  All of the items in step 3 get deleted with no errors
Actual: All of the items in step 3 get deleted, but it generates the following error:  "Exception occurred in pre-update"
Workaround
:
Delete the parent card and the parent card connector separately instead of deleting them together.
Column width for GroupBy column is not preserved in the saved view
Steps To Reproduce:
  1. Navigate to the Idea grid and group the columns by
    Progress
    .
  2. Adjust the column width so you a see the values fully for the GroupBy column (Note:  The default display width for the GroupBy column is poor and should be displayed in a larger width).
  3. Save the GroupBy configuration in a Saved View. 
  4. Remove a column in the grid and select the saved view from step #3
Expected: The GroupBy column should display with the appropriate width when you saved this view.
Actual: The GroupBy column displays compressed and not with the width when you initially saved the view. In fact, if you expand/collapse, filter and so on the column width collapses to the width prior to the saved view.
Solution:
There is no workaround available for this issue.
Third-Party Software Agreements
Clarity PPM
15.7.1. uses third-party software that are in accordance with the terms and conditions for use, reproduction, and distribution as defined by the applicable license agreements.
View the Clarity PPM 15.7.1 TPSR's list and download the Clarity PPM 15.7.1 TPSR's to read the license agreements.