Getting Started with Clarity
Clarityprovides a convenient way to keep your entire team informed and connected throughout the entire project lifecycle. The
Clarityengages your team and becomes an intuitive and natural extension of their work tasks and goals. Management does not want any unpleasant surprises and needs reliable project status data to make sound business decisions. The next-generation of
クラシック PPM, available in
Clarity, delivers this robust new functionality.
This section contains the following topics:
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Log In and Get Started
Your administrator provisions the
Clarityso that it is ready for you to use. In addition, your administrator sets some system options in
クラシック PPMso that the two user interfaces work together.
- Expect your administrator to provide you with the URL and login credentials.
- To personalize the language settings, see PersonalizeClarity: Change Password, Account Settings, Notifications, Export to Excel. The list of supported languages appears in the Release Notes. The settings that you make inクラシック PPMextend intoClarity.
- TheClarityautomatically saves your work. Your information and data is always up-to-date, safe, and secure.
- All system messages appear for five seconds. To display a message for a longer duration, hover over the message. When you are done, move the mouse pointer away from the message.
After your administrator adds your user account in
クラシック PPMand configures
Clarity, you can log in.
Follow these steps:
- Click the link that you receive.
- Your administrator might provide a link by email that you can bookmark in your browser.
- If configured, you might also receive a link by email when a project manager adds you to a project.
- If configured, you might also see a link to theClarityfrom inside theクラシック PPMmain menu.TheLoginpage appears.
- Enter yourUsernameandPassword. You can use the same credentials forClarityandクラシック PPM.
- The default home page in theClarityappears. Your access rights determine which page appears when you clickHomeand which menu items are available in the main menu.
- If theYou do not have permissions formessage appears, contact your administrator for the required access rights.Clarity
Personalize Your Avatar Image
To help users identify you, the
Claritydisplays your personal avatar image. For example, the avatar for each user appears in a conversation. This circular icon appears in the top right corner of the application to identify you. By default, the image shows the initials for your first and last name. You can upload your own photo or an image.
To differentiate between user sessions, you could use initials for contractors, photos for more personalized staff accounts, and color-coded graphics for special teams or department accounts. As an administrator, you might have several personal user accounts. For example, you use a photo avatar for your personal account. You use a series of multi-colored avatars for your test accounts.
Follow these steps:
- Using a smart phone, web cam, scanner, or digital camera, capture your photo. Send the photo by email or copy it to your computer or a file server you can access.
- In a mobile graphics app or a third-party desktop graphics application, edit and save an image file that represents you as a resource. For example, your organization might set up a color scheme or logos to identify users on various teams. You could also add text identifiers to avatars such as DEV, PMO, INFOSEC, RM, or BLUE TEAM. Follow these design requirements:
- Reduce the image file size to 250 KB or smaller. While five MB is the maximum, performance is best with smaller images.
- Large avatar images offer no benefit and simply waste disk space. A 150-dpi 8-bit color image is sufficient.
- Crop the image to square image dimensions of about 80 x 80 pixels. Give circular images a diameter of about 80 pixels. Larger images are automatically scaled down and cropped for best fit. However, large images might yield unexpected results when scaled. Also note that users might magnify a page. If your image is too small, it might appear blurry or pixelated.
- Supported image file formats include .png, .jpg, .gif, and .ico. Other formats such as .tif are not supported.
- Log in to theクラシック PPMClarity.
- Click the current avatar image at the top of the page and selectSETTINGS.
- Select the image file that you created in an earlier step and clickOpen.A preview of your image appears.
- To upload a different image, clickUPLOADagain. When satisfied, close theSETTINGSwindow.
- (Optional) To revert to the default avatar:
- Click the current avatar image at the top of the page and selectSETTINGS.
- ClickREMOVE.The avatar reverts to the default initials for the user.
- Close theSETTINGSwindow.
As an administrator, you can specify which file types are authorized for the avatar image file. Click the
Administrationmenu and select
System Options. As an example, when you enter
excludingall other file types that are not listed. In this case, .png and .ico image formats are blocked. The file extensions that you list apply to the document management system. Other features, including avatars and attachments, also depend on the document management system. The avatar feature only supports the file types that are listed in the steps in this section. However, your optional authorized list blocks any extensions that are not listed.
To view the new staffing features in this release, you need the
Staffing - Navigateaccess right. With this right, you can see the Staffing navigation link at the left side of the page. Without this right, you might see the following message if you click a menu link such as
You do not have rights to access the resource management application
The right is not object-based; it only restricts navigational access. If you have access, your booking rights and filters determine the resources that you see on the Resource Investment view. As the named resource manager, you also see those resources.
Application Messages in
System messages in
Clarityremain visible for five seconds. You can extend the display duration by positioning your mouse or pointing device over a message. The following fictional image shows the four types of messages that you might see as you work:
Configure Default Unit of Measure Settings for FTE or Hours
You can configure the following setting from the General tab on the Settings page:
- Unit of Measure (FTE or Hours)
This setting is applied where applicable, for example, in the ETC column on the project
Follow these steps:
- Click the drop-down list next to your avatar and clickSettings.
- SelectFTEorHoursfor theUnit of Measure.
- When finished, clickX Close.
The Unit of Measure settings on the General tab above do not apply on the following pages:
- the Roadmap Items grid
- the global multi-project Tasks grid
- the Project Task or Task List details pane
Configure Default Settings for Resource Staffing
Separate settings apply to the different views for resources, investments, and requests on the Staffing page. As a resource manager or resource coordinator, you can set your preferences for working with the resource staffing features in
Follow these steps:
- Click the drop-down list next to your avatar and clickSettings.
- Set your preferences. SeeClarity: Resource Management Settings and Views.
- When finished, clickX Close.
Reset Your Password
You might see one of the following messages when you attempt to log in:
- API-1030: Error during login. Password is expired or needs to be reset. To reset your password, click 'Forgot Password?'.This message appears when your account has expired or your administrator has forced a password reset.
- API-1029: The username & password combination you entered is invalid. Please try again, reset your password, or contact your system administrator for assistance. To reset your password, click 'Forgot Password?'This message appears when you have entered an invalid username or password.In either case, clickForgot Password?enter your username, and clickSend Emailto receive an email with password reset instructions.
Forgot Passwordreset option is available only in non-SSO environments where your administrator has configured the
Clarityserver with email. The feature also requires that you are an
activeresource. If your account is
locked, you cannot reset the password.
Forgot Passwordoption is not available on the Login page in
クラシック PPM. However, with the proper access rights, you can change your own password in
クラシック PPM. See Personalize
Clarity: Change Password, Account Settings, Notifications.
If none of these options are working for you, or if you do not remember your username, contact your administrator.
Clear Your Browser Cache
After an upgrade or after changing their access rights, users could encounter a blank page until they clear their browser cache, cookies, and history files. The steps vary by the web browser. If you see improved results in Google Chrome incognito mode, that generally indicates you can clear your browser cache to achieve the same results in normal mode.
Also, try logging out and then logging back in again to reset your permissions.
Common Features: Manage Your
ClarityData in Grids
Edit Data in Grids
The grids are consistent in most aspects; however, specific functionality varies by grid, page, user access rights, and individual user behavior in client browsers.
A primary feature in the
Clarityis the dynamic new grid. You can find these new grids throughout the application to manage projects, tasks, roadmaps, and ideas, to name a few.
In addition to its familiar spreadsheet-inspired arrangement of rows, columns, and cells, the grids offer the following functionality:
- Right-click in a grid to use the context menu to add or delete rows.
- Add a row item.
- Copy and paste cell values.Beginning with Release 15.5.1, fields or columns with lookup values support copy and paste, but only within the same column.
- Observe subtle visual treatments for rows and cells. For example, new rows and cells appear in a different color from saved rows and cells.
- Missing required fields with no default values get added automatically when you add a row. If values are missing from required fields, messages and subtle color shading appear to indicate.
- Pin, resize, reorder, and reset columns to personalize each grid.
- Grids support a preset maximum number of rows per page. For example, the roadmap grid shows 100 rows per page, the Staffing Resources-to-Investments page shows 200 resources, and the Project Staff page shows 500 rows per page. Use the FIRST, PREVIOUS, NEXT, and LAST controls to navigate between multiple pages.
- Select dates from a scrolling calendar with year, month, and day controls.
- Sort by a column in ascending order, and toggle the sort order with a single click in descending order.Fields with multi-value lookup values do not support sorting.
- Shift+Click to sort on up to four columns. To remove sorting on one of the columns, hold down the Shift key and click the column header twice.
- Open a conversation by clicking the comment bubble icon for a line item in the Conversation column. The icon is white or empty when no conversation exists and turns blue after at least one comment appears in a new conversation.
- To show or hide columns on the grid click Column Panel and make your selections. You can also drag a column header cell up and off the grid to hide it from view.
- Hover over a column header to display the≡ Column Heading Optionsmenu with choices for pinning, auto-sizing, and resetting columns.
Static Dependent and Parameterized Lookups
Static Dependent lookup and Parameterized lookups are enabled in
Clarityfor Projects, Ideas, and Custom Investment type objects. You can configure and API enable the required lookups from the
クラシック PPMUI and publish the Blueprint in
Clarityfor the lookups to appear.
API Enable Lookups
Follow these steps:
- Log in toクラシック PPMUI.
- Navigate toAdministration,Studio,Objects.
- FilterProjectsand clickProjects.
- Navigate to theAttributestab and clickNew.
- Specify the following details:
- Attribute Name
- Attribute ID
- Data Type
- SpecifyMulti Valued Lookup
- Browse for the lookup value and clickAddand then clickSave. Example, Investment Type
- Entry Level- Example, Investment Process
- Exit- Example, Investment Stage
- API Attribute ID- Specify the ID for the lookup to be enabled inClarity
The lookup is created and is available in the Blueprint. Copy, edit, and publish the blueprint for the lookup to appear in the object attributes.
Static Dependent Lookup- The lookups that can be applied in single fields and have structured hierarchy are static dependent lookups. You can select the lowest level value from the lookup hierarchy based on the highest level selection.
- For the static dependent lookup to appear inClarity, you must populate the API attribute ID.
- Once enabled the lookups are available wherever attributes are applicable and filtered. The static dependent lookups can be added to the Details panel using the Blueprint.
- You can also add static dependent lookups to board cards.
- You can add these attributes as columns in Grid view and in the flyout. You can also filter data based on the static dependent list lookups.Example:The Investment Stage of a project can be indicated with a static dependent lookup such asInvestment Stage > New Product Development > Maintain.
Parameterized Lookup- Two lookup fields are connected by a passed parameter. Two lookups are defined as two separate attributes in the object and the value from one lookup will determine the available values in the second lookup.
- Parameterized lookups will appear inClarityonce their API alias values are populated.
- The lookups will function same as inクラシック PPMUI.
- Enabled parameterized lookups can be added to blueprints to be included in the Details panel.
- Changes of lookup value in grid view or flyout are reflected seamlessly in the other.
- You can also add parameterized lookups to board cards.
- You can filter data based on parameterized lookups. When filtering based on dynamic query based lookup (lookup that changes options based on primary lookup value) then filter will display all possible options.
Appication Changelookup has two sub-values
COTS Evaluation. After you select the project type, you can select the project category.
You can see the Group By bar, wherever the
Collapse Related Rows Together In Group By Mode
クラシック PPMCommon Grids are used in
Clarity. The Group By feature allows you to do the following tasks:
- Drag a column header and view the data in the grid as rows of logical groups.
- Expand multiple groups simultaneously to view associated data.
- Edit data directly in the grid while you are in the Group By mode.
- Select a row and open the Details panel to edit information. The information that you update in the details panel will automatically be updated in the grid.
When you edit aggregation column values under GroupBy child records, the aggregation sub-totals are not calculated automatically. Click the Refresh button to update the subtotals.
Example:Sid, a Portfolio Manager, wants to group ideas by priority and quickly update the Planned Benefit associated with a few ideas. He then intends to examine the impact of those changes on the total Planned Benefit for High, Medium, and Low Priority ideas. Let’s examine how Sid uses the Group By functionality while analyzing ideas.
Follow these steps:
- Open theクラシック PPMClarityand navigate to the Ideas grid.
- Drag theIdea Prioritycolumn to the Group By bar to group the ideas by priority.
- Expand theHigh,Low, andMediumgroups and locate the relevant ideas.
- Edit thePlanned Benefitcolumns directly in the grid or by using the Details panel. You will see a notification informing you that subtotals have changed.
- Click theRefreshbutton to update subtotals and examine the impact of your changes.
The rows remain in the same sort order that is used before you entered Group By mode. The groups appear in ascending sorted order. You cannot change the sort order or can choose which columns to show or hide.
The aggregated subtotals for each group are not supported wherever a mathematical total cannot be calculated. Boolean, Date, Percentage, Calculated, Formula, Aggregation, TSV, and Lookup attributes cannot show an aggregate subtotal.
Project Owners and Business users with access rights can configure and use the Details panel to quickly view and update fields in
Edit Information by Using the Details Panel
Clarity. The Details Panel is available as two-column layout enabling which can be resized to take up 75% of the screen. The Details layout allows you to include two fields in per row. You can horizontally drag any field to occupy one or both columns of the layout. You can vertically resize string and large string datatypes.
The Details panel is available across
While the width of the Details panel is persisted for users across pages in
Clarity, the fields in the panel are associated with your view.
Claritywhere you can use the standard grid or board layouts. The panel is also available for the Timeline (beta) layout for Project tasks introduced in
Example: Nicole wants to ensure that every time her team reviews project tasks in
Clarity, they can:
- Review if the task is critical or not so that they can prioritize a critical task
- View what percentage of the task and been completed and the actual effort expended on the task
Follow These Steps:
- OpenClarityand open the relevant project.
- Navigate to the Tasks module and open the Grid layout. Remember that the Details panel is also available in the Timeline (beta) and the Board layout. The updates you make in one layout will persist across the other layouts.
- Click any row in the grid.
- The DETAILS tab appears along the right edge of the page.
- Click theDETAILStab. The DETAILS panel appears.
- On the DETAILS panel, click theDetailstab.
- Search for and locate the Critical field.
- Drag a field from the list of fields to the Details panel layout. Drop the field on the top of an existing field. Your new field is displayed on the layout above the existing field.
- You can drag and drop fields to reorder their sequencing. Remember that you can horizontally drag any field to occupy one or both columns of the layout. You can also vertically resize string and large string datatypes.
- Similarly, add and arrange the % complete and the Actuals fields to the details layout.
- To remove a field, select it on the layout and then clickX Remove.
- ClickVIEW,SAVE AS, and enter the name of a VIEW to save it.
You can export the common grid data to a CSV file. Grids that support Export to CSV include projects, custom investments, custom sub-objects for projects, assignments, staff, and ideas.
Export Grid Data to a CSV File
クラシック PPMuser interface supports the export of up to 25000 rows to CSV file. In this release the
Claritysupports the export of up to 250,000 rows to CSV file.
You cannot export a CSV file when the grid is in group-by mode.
Follow these steps:
- Navigate to a grid that supports the Export to CSV functionality.
- Filter the data, add or remove columns, sort, and modify the view. Exit group-by mode.
- Click theExport to CSVicon:
- If your view includes 500 or fewer rows, your new CSV export file is produced immediately.The application assigns your current view name (or unsaved view) to the downloaded CSV file name. For example, if your view isUnsavedand you click theExport to CSVicon, the downloaded file name is unsaved.csv.
- If your view includes more than 500 rows, the messageExport in Progress. Download will be available in notificationsappears.The application assignsjobid_viewname.csvas the downloaded CSV file name. For example, if your view name is Export Investment, the downloaded file name is 5000021_Export Investment.csv.The file is saved and is available for download up tosevendays from the date of download. The notification displays the date in mmm-dd-yyyy format.The export runs in the background. You can continue working in the application.When the file is exported and available for download, a notification appears in the notification (bell) icon at the top right of all pages in theClarityto alert you.
- Click the notification (bell) icon to view a link to the file you exported.
- Click the link to download the CSV file.
- To cancel the export, clickCancel.
Data Formatting in the Exported CSV File:
- All dates appear in YYYY-MM-DD format in the CSV file.
- For all locales and language settings, all decimal points appear as a period (.) or dot character.
- Money values do not include any currency symbols.
- Semicolons appear as delimiters in between the values in multi-value lookup fields. For example,Carryover; Required; Top Choice.
Common Features: Filter Your
ClarityData in Grids or Boards
The following image applies to both grid and board layouts.
Filter Your Data on a Grid or Board Layout
Common Features: Manage Your Views
- Set decimal display for numbers and money (formats do not apply to your own custom user-defined integer attributes that you define in Studio)
- Manage Picklists (instance-specific sets of values)
- Select fiscal periods that should be displayed (Weeks, Months, Quarters, and Years) - InClarity, you can view all the periods that have been defined by your administrator in the fiscal calendar. Many administrators do not define fiscal weeks and hence this information is not available inClarity.
The application supports the modification and saving of views by multiple users. Each user can modify their own saved and unsaved views. The views in grids are responsive to a wide array of user actions inside grids. For each adjustment you make, decide from the following options:
- Save an existing view
- Save a new view
- Keep working in the unsaved view
The application cannot tell if you or other users happen to configure an unsaved view that matches exactly with a previously saved view. For example, you save View 21 with a certain arrangement of fields. You modify the view such that it is now an unsaved view. You configure the unsaved view such that it matches the exact configuration of View 14.
Unsavedstill appears and not
View 14. If you want to see that a specific view is applied, you must select it by name.
You can store your filter, column, sorting, and grouping settings in a saved view. If an attribute in the saved view is later removed or inactivated in
What Happens When An Attribute In My Saved View Is Removed Later?
クラシック PPMStudio, the following behavior occurs:
- You and other users can still access the view.
- The removed or inactive attribute no longer appears in the filter, columns, sort order, or grouping.
- The named view now appears with theUNSAVEDicon.
Required attributes display an asterisk (*) after their label.
- Your current saved view might be missing one or more required fields. When you add a new row, the application shows the required fields that do not have predefined default values and your view switches tounsaved. Any custom attributes that are marked as required are also added to the view.
- If you add a required custom attribute inクラシック PPMwhen records already exist in the system, provide a default value. We also recommend that you select thePopulate Null Values with the Defaultoption.
- Another way to populate a new required attribute is to specify anAPI Attribute IDso users can add it to the grid using the Column Panel and can enter a value.
All attribute data types except the following are available for configuration in a grid:
Available Attribute Data Types
- Custom time-scaled value (TSV)
The following image shows examples for working with the common drop-down value lists. When a value list appears for a grid column or as a field on a page, it allows you to select one value (a typical single-select field) or multiple values (a typical multi-select field). When these value lists appear as filters, you can typically select multiple values, even for single-select fields. This behavior allows you to filter or search on more records. For example, records that match Selected Choice 1
Select Values in Drop-Down Lists
ORSelected Choice 2.
Common Features: Manage Your
ClarityData on Board Layouts
You can use the Board layout in the
Work with Cards On a Board Layout
Clarityto view projects, project tasks, ideas, and custom investments as cards. You can arrange these cards you can arrange with drag-and-drop precision on a board layout with columnar swim lanes. Some key features associated with cards are:
- Cards can now display numeric data and money values (users can adjust the appearance of this data in View Options)
- Cards appear in your choice of colors based on the value you select in the Color By field in View Options. Your color selections appear in the legend and are saved with the view.
- Card titles default to the Name field. If you configure a default value for the Name field in Studio, the application uses that value when creating cards. Without a default value, new cards show New Item as their default name.
- You can double-click a card to edit its name. You are not limited to using the default name. You can change the field used by the cards to display their names. In View Options, select any string attribute.
- You can configure cards to display up to four (4) additional fields in any order (use View Options). When additional fields are selected, the name of the fields appears in the legend area.
- You can configure cards to display up to three (3) numeric metrics in the order that you select. The name of each metric appears in the legend.
Roadmap items are also depicted as cards on a board. However, it currently does not use the common board layout component in
Standard Features Associated with the Board Layout
Show and Hide ColumnsYou can use the Columns panel to show and hide columns in the board layout.
Use the Details Panel to Edit InformationYou can use the Details panel to view and update fields in the Board layout. The Details Panel is available as two-column layout, which can be resized to take up 75% of your screen. The Details layout allows you to include two fields in per row. You can horizontally drag any field to occupy one or both columns of the layout. You can vertically resize string and large string datatypes. To learn more review the Edit Information by Using the Details Panel topic on this page.
Use the Filter Locate Relevant RecordsYou can apply one or more filters to search for data that meet your filter criteria.
Set Your View Options in the Board Layout
Follow these steps:
- Open an investment and navigate to the relevant module if applicable.
- Click theBoardlayout.
- ClickView Options.
- Under BOARD OPTIONS:
- COLUMNS: Select the attribute that you want the board to use for each column.
- COLOR BY: Select the attribute that you want the board to use for the color of each card.
- Under CARD OPTIONS:
- CARD TITLE: Select a string attribute to appear at the top to identify each card on the board.
- CARD FIELDS: Select up to four (4) attributes to appear on the face of each card in the order selected.
- CARD METRICS: Select up to three (3) attributes to appear along the bottom of each card to convey meaningful status information or metrics.
- To configure your own display attributes, choices, and the color of each value, clickMANAGE PICKLISTS.
- PICKLIST NAME: Enter a name for your picklist. Each picklist you define can be applied to the current project only.
- ADD CHOICE: To add a value for your picklist, clickADD CHOICE. Edit the name and color for each choice.
- When finished, clickDONE.
Creating New Records in the Board Layout
When you are in the Board layout and try to add a new record, you get an error message because there are required fields that do not have default values. From
クラシック PPM15.7 onwards, whenever you create a new record from the board view, the Details panel is automatically displayed. The panel includes all the required fields needed to create a new record. After you populate the required fields,
クラシック PPMrefreshes the Details panel and creates a new record. You can then continue editing the record and close the Details panel after you complete your changes. Remember that your record will be lost if you leave or refresh your current view.
When you are populating required fields for a record in the Details panel, you cannot drag and drop the record across different columns since the record has not yet been created in
View Documentation by Role or Persona
Users in all roles can enhance their productivity in
Clarity. For ease-of-use we organize features by persona; however, users with the appropriate access rights can use other features. Your organization can configure
クラシック PPMas required.
クラシック PPMfits inside the larger IT and business goals of your organization. As an administrator, you configure
クラシック PPMincluding the
Clarityand any additional add-ins, connectors, and integrations.
- Add-Ins and Integrations (install the PMO Accelerator and optional CA Agile Central integration features)
- Getting Started withクラシック PPM(a great place to rediscover the features in theクラシック PPMuser interface)
- Installing and Upgrading
Ian Connor is an application owner, but may also be known as an application administrator or content administrator. He is responsible for configuring project blueprints, setting up teams, and other system options to support business goals and standards. His colleagues rely on him to make approved changes in the application to support data capture, standard data entry, consistent analytics, and meaningful reporting. Ian configures project blueprints so that the
Clarityis easy for teams to enter project data and view status information.
Rita Lee is a financial manager with experience in budgeting, projecting cash flows, and determining how to invest and finance projects. Rita is an expert in finance, forecasting, estimates, and projections. She knows how much the project is expected to cost and understands how to minimize financial risk.
Leverage the financial concepts in the documentation for the
クラシック PPMuser interface—in general, these concepts still apply in
Barb Hudson is a project coordinator. She has been with the company for seven years and is responsible for staffing multiple projects. She strategically thinks about the team of resource managers that she works with, their requirements, and about the available resources.After analyzing the organization staffing and business growth objectives, she has made the hiring and staffing process best in class. Using
Clarity, she draws insights from the data and analytics to make people smarter and more efficient. She knows who her key resource managers are, has cultivated those relationships, and is comfortable collaborating with them to achieve staffing goals. With Derrick, the resource manager, she engages in conversations and solves staffing issues. She regularly communicates with her management team to solve staffing problems and provide status updates.
Nicole Fleming is a project manager. She has been with the company for three years and now manages multiple projects simultaneously. Because each project is unique, she is always looking for ways to do common tasks quickly. She uses the skills that she has picked up from volunteering to inspire her team, which has led to more open and regular communication. Her team has gotten better at keeping her up-to-date on the status of tasks. However, in collaboration with Derrick Joseph, the Resource Manager, she still has to remind them to complete their timesheets. Ultimately, she wants to keep her teams happy and productive and let them own their work. She regularly communicates with her management team face-to-face or through email to solve problems and provide status updates.
Theresa Robertson is a Senior Project Manager. Overall she is responsible for the successful initiation, planning, design, execution, monitoring, controlling, and closure of a project. Theresa not only manages her own projects but is also responsible for the financial setup and financial plans management for junior project managers.
Senior Project Manager
Sid Patel is a portfolio manager but you may also know him as the strategic roadmap planner. Sid is responsible for funding and headcount alignment in the portfolio. He provides insights for strategic pivots and delivers outcomes that are based on solid business decisions. Sid needs to plan and prioritize his investments from the top-down based on value. Also, he needs to share his understanding of work with stakeholders to receive timely consensus. Sid often groups and sorts investment information to visualize the proposed work and the dependencies.Sid collaborates with Susan, an executive leader who needs to respond to change quickly and promote enterprise innovation. Susan appreciates timely visibility into investments to ensure that they align to long-term corporate strategy.Sid also values input from Jennifer, a product owner whose primary responsibility is to communicate product direction in a timely fashion. Jennifer is constantly updating ongoing and planned product work.Both Susan and Jennifer are minor players in the top-down planning process. They are interested in seeing the roadmap but have slightly different interests in how the data is presented. They use the Board and the Grid to update the roadmap items. Sid is the primary author of the roadmap and uses the Timeline to make investment decisions.The roadmap documentation is written primarily from the portfolio manager (Sid Patel) perspective.
Portfolio Manager or Roadmap Planner
Derrick Joseph is a resource manager. He has been with the company for five years and now manages team members on multiple projects. By strategically thinking about his team and their accomplishments, he has developed a successful process to help ensure that the right people with the right skills are assigned to the appropriate projects. He looks to the future to develop capabilities and capacity. To anticipate future demand, Derrick performs resource capacity planning.His team has gotten better at tracking their project time. However, in collaboration with Nicole Fleming, the Project Manager, he still has to remind the team to complete their timesheets. Ultimately, he wants to keep his teams happy and productive and let them own their work. With Barb, the Project Coordinator, he engages in conversations about staffing issues. He regularly communicates with his management team face-to-face, on calls, or through email to solve problems and provide status updates.
Mike Jones is a project contributor or team member. Contributors can include developers, engineers, architects, and other skilled resources. Mike is an enthusiastic team player who is ready to take on any task. His cheerful attitude makes him well-liked among his team, who can always count on him for a little comic relief when projects get stressful. Mike is eager to become the team leader and likes to challenge himself by constantly learning and taking on multiple tasks at once. He sometimes gets frustrated with processes and data requirements that slow him down or do not make sense to him. For example, Mike is great about updating his tasks. However, his project manager, Nicole, works in a different system requiring him to update her by email. Sometimes, he forgets to enter his time accurately, which is another thing that Derrick, his Resource Manager, says that he needs to improve. His priority is to get the day-to-day work done, so he complies as best he can and stays focused on the work.