New User Experience: Compare with Classic Clarity PPM
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Clarity PPM: Classic and Modern UX
The nature of work today is changing. Users are expecting applications to be more social, more team-focused, and more user-friendly. To address these market dynamics, the Clarity PPM team began a journey to build a modern user experience (UX) with enhanced capabilities for all users, from top-level enterprise portfolio managers, to mid-level project management professionals, and smart agile teams of all sizes. We released the first version of our Modern UX in Clarity PPM 15.1. In each subsequent release, we have added robust new capabilities such as roadmaps, task boards, to-do item dashboards, conversations, blueprints, dynamic grids, status reports, and more.
The functionality that you can access in the
New User Experience
depends on the access rights that your administrator has granted to you. For example, if you have access to timesheets only, the Timesheets page opens automatically. You likely have access to some combination of projects, resource staffing, and timesheets. Use the main menu at the left side of the page to navigate to those features or switch to Classic PPM. For more information about access rights, see Clarity PPM Access Rights Reference.New User Experience
Capabilities by Role:3
2
System Administrator
Capability | New User Experience | Classic Clarity PPM |
Setup |
| As an administrator, enable the New User Experience in Classic CA PPM. See Configure General System Settings. |
URL | Use the following URL to access the New User Experience : http(s)://<server>/pm | Use the following URL to access Classic PPM: http(s)://<server> |
Navigation Menu | Provided you have the required access rights that are already granted in Classic Clarity PPM , use the main menu in the New User Experience to access the following capabilities:
| The New User Experience is not available by default from Classic Clarity PPM . Administrators can provide access from Classic Clarity PPM to the New User Experience by creating a menu link. See Getting Started with the New User Experience. |
Browser session | Only one user per Clarity PPM instance is allowed for each browser session. For example, you log in to the same Clarity PPM instance as user X in both the Classic and the New User Experience , then you log out and log back in as user Y in the Classic interface. In this case, if you go back to the New User Experience and click any link, you are forced to log in again. | Multiple users per Clarity PPM instance are allowed for each browser session. |
Personal Avatar (Initials or Picture) | To set an avatar in the New User Experience , see Personalize Your Avatar Image in Getting Started with the New User Experience. | To set an avatar in the classic interface, see Personalize Clarity PPM: Change Password, Account Settings, Notifications, Export to Excel. |
Language and Localization | Both the New User Experience and the classic interface display the same Language and Locale settings.After you change the language or locale in Classic PPM, we recommend that you logout and clear your browser cookies before logging back into the New User Experience . Classic also supports more languages than the New User Experience . See the Release Notes for a list of supported languages. | Each user can personalize these settings by clicking Home , Personal , Account Settings in Classic PPM. |
Accessibility | At this time, the New User Experience is not Section 508 compliant. | Classic PPM is 508 compliant. Users with disabilities should be able to access most of the same capabilities in Classic PPM that exist in the New User Experience . See Clarity PPM User Accessibility Features. |
Processes |
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Studio | The following Studio functionality is not available in the New User Experience :
For attachments, users can use either use Conversations or the Documents capability in projects in the New User Experience .Resource management The following resource management attributes are only available in the New User Experience :
| The following object attributes are not visible in Classic Clarity PPM Studio:
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Partitions | Setting partitions is not available. If you use partitions, the default partition that is defined under Account Settings is used when creating project and tasks. The following lookup values that are defined in Classic Clarity PPM are visible in the New User Experience :
| No changes. |
Lookups | To increase the number of results in the auto-suggest for lookup fields in the New User Experience , increase the value in the Number of displayed suggestions field. This field appears under the Auto-Suggest tab for a lookup in classic Clarity PPM . See Configure Lookups. |
No changes. |
XOG Support | Only the following capabilities are accessible using XOG in the New User Experience :
| XOG support is available for the capabilities in Classic Clarity PPM . See XML Open Gateway (XOG) Development for details. |
Auto-numbered Attributes | All auto-numbered fields are auto-populated only after a successful save. | All auto-numbered fields are auto-populated as soon as you click New. |
Timesheet Configuration |
Code fields refer to the Charge Code, Input Type code, User Value 1, and User Value 2 attributes. You can configure up to two Code fields to appear on timesheets.
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Staffing (Resource Management) and Project Staff Setup | Complete the following setup in Classic Clarity PPM for resource managers, project managers, project coordinators, and team members. The setup allows these users to work in the new resource management pages under Staffing and the new project-specific Staff page:
| You can specify a default entity from the entity properties or from the financial management defaults page. See Create an Entity in Configure an Organizational Breakdown Structure and Set Up a Financial Entity.Stock configuration of the internal, instant time-slicing of the allocation and assignment TSV views have not changed. They are as follows:
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Project Staff | Verify that the following attributes on the Team object have a default value defined in Classic Clarity PPM . If a default values is not defined for these attributes, users are unable to edit the team records from a project in the New User Experience .
The Request Status attribute is not visible in the New User Experience as Requisitions are not supported. | No changes |
Conversation Notifications | Notifications appear in the New User Experience when users @mention other users in a conversation. |
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Blueprint Configuration | As an application owner or content administrator, configure the following types of blueprints:
Blueprints allow the following configurations:
The following attribute data types are not available for blueprint configuration:
See New User Experience Access Rights in Clarity PPM Access Rights Reference to view the list of required access right for blueprints. | Blueprints are not available in Classic PPM. |
Teams | As an administrator, create teams with defined allocation for adaptive people planning. See New User Experience: Configure Teams.
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Setup for Roadmaps | Complete the following setup in Classic Clarity PPM so portfolio managers can use the new roadmapping capability:
| Roadmaps are not available in Classic PPM. |
Project Manager
Capability | New User Experience | Classic Clarity PPM |
Access Rights for Project Managers | To access the new project management pages, the project manager requires the following access rights assigned to them in Classic Clarity PPM :
The user who creates the project is automatically granted the Project - Manager (Auto) access right. To allow a project manager to create a project using a template that contains financial plans, and to copy the plans to Classic Clarity PPM project pages, assign the following access rights:
To allow a project manager to edit financial fields such as Cost Type, Financial Status, and Capitalization %, assign the Project - Edit Financial access right at the instance or OBS level. | No changes |
Project Creation | Auto-numbering for the Investment ID attribute on the Project object must be enabled in Classic Clarity PPM to create projects in the New User Experience . If you try to create a project without enabling auto-numbering, an error message appears. See Auto-Numbered Attributes in Clarity PPM Studio Objects and Attributes for more information about the error.
| No changes. |
Project Visuals | The system administrator can configure the following visuals in blueprints to display as guages on project tiles. The project manager sees a maximum of three visuals on the project tile based on the associated blueprint configuration.
| No changes |
Roles |
| You can add and manage both labor and non-labor roles. |
Tasks and Assignments |
| Project to-do items are not visible in Classic PPM.
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Task List View, Board View, and Grid View |
| The task board layout is not available in Classic PPM; however, administrators can configure tasks in a list or grid portlet on a page. |
Gantt View and Schedulers | Gantt View and Schedulers is Not supported in New User Experience . | No changes
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Project Status Reports (PDF or editable grid) |
| No changes. The PDF status report is visible in Classic PPM. Marking the report status as Final does not generate a new status report. We do not recommend updating a status report instance in the Classic and the New User Experience at the same time. The refreshing of values happens differently in the two interfaces. In the New User Experience , the whole page is not refreshed on every save. Only the impacted values are updated. If you make a change in Classic, it reflects in the New User Experience only when you navigate away from Classic and come back to the project in the New User Experience . Alternately, you can refresh the browser to see this update. |
Project Documents |
| No changes |
Project Links |
| No changes |
Project Details |
| No changes. You can edit the project banner color only in the New User Experience . |
Risks, Issues, and Changes |
| No changes. |
View risks, issues, or changes
| No changes. The grid context menu is not available. | |
Create and edit risks, issues, or changes
| No changes. The grid context menu is not available. | |
Delete risks, issues, or changes
| No changes. The grid context menu is not available. Even if the user has instance access right just to delete the risks, issues, or change requests for a particular project, the user does not see the Risks, Issues, or Change Requests tab. | |
OBS access rights For users with access rights for one OBS, the selected OBS association mode is honored. For example, a user with access to the Sales department OBS with OBS association mode set to Unit Only, can view the Risks, Issues, and Changes tabs for all projects in the Sales department. The user also needs view access rights for all the projects in the department. | No changes | |
Project Staff |
Unsupported staff attributes Not all staff attributes that are supported in Classic Clarity PPM are available in the project staff grid. The following attributes are not available for configuration in the staff grid.
Setup (for upgrades only) The Mixed Booking status is not supported in the New User Experience . If you have existing mixed allocations in Classic Clarity PPM , then these allocations appear with a Soft booking status on the project Staff page in the New User Experience . However, no error message appears.In Classic Clarity PPM , the administrator must activate and run the Convert Mixed Booking Status job introduced in CA PPM 15.2. The job removes the mixed bookings and deactivates the setting that allows mixed bookings.Adding resources to staff (using Staffing or Project Staff tab)
| No changes. Adding Resources to Staff
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Replacing staff members (using project Staff tab)
Replacing staff members (using Staffing feature)
The option to replace a resource or a defined team is not available in Staffing. Note : On both the project Staff tab and the Staffing feature, the role replacement action honors the project administration setting "Reassign Tasks when replacing Role". Complete or partial replacements occur based on the combination of access rights, administrative settings, or existence of actuals. | The option to replace a role with another role is not available in Classic Clarity PPM . |
Resource Manager
Capability | New User Experience | Classic Clarity PPM |
Access Rights for Resource Managers | When a staff team member is assigned a resource manager, the following access rights are auto-assigned to the resource manager over the team member:
To access the new Staffing (resource management) pages, the resource manager requires the following access rights assigned to them in Classic Clarity PPM :
| No changes |
Timesheets: Review and Approval Access Rights | As a resource manager, you can review submitted timesheet details and either approve or return the timesheets for others. The options are available when you have the following timesheet approval access rights:
| No changes. You can review the details for open, returned, submitted, approved, and posted timesheet for other people. The options are available when you have Timesheet Approval access rights. |
Timesheets: Filter by My Team | As a resource manager, you have a team of active resources reporting to you. You are responsible for reviewing and approving the submitted timesheets for the resources. The resources are referred to as My Team (that is, the team of active resources that report to you). The default view shows a list of submitted timesheets for My Team or the active resources for which you are the resource manager. You have the access rights to approve the timesheets for My Team. You can filter and show the team members for which you can approve timesheets. | No changes. |
Timesheets: Approvals | As a timesheet approver, you can perform the following actions on timesheets in different statuses:
When there is an Adjustment timesheet, the adjustment appears on a separate row from the previously posted timesheet that is being adjusted. The timesheet approver can only view the details for a submitted adjustment timesheet. Past adjusted timesheet details are not available for viewing by the timesheet approver. The timesheet owner can view the details for all past adjusted timesheets. Timesheet approvers can see a visual gauge indicating Total Hours booked over Total Hours of available work time. The visual gauge appears for each team member for which you have Timesheet Approval access rights. A known issue exists where the Timesheet Review and Approval page only shows the time in hours (instead of days) even if your administrator has set up the time entry display unit as Days in Classic Clarity PPM . | No changes. If a timesheet approver has either the Timesheets - Edit All (Global) or Resource - Enter Time (Instance) access right for other people, the timesheet approver can create and edit timesheets for other people. |
Timesheet Processes | When you update a timesheet in the New User Experience , a timesheets process that has been defined and activated in Classic Clarity PPM can get triggered. The process can lock the timesheet status field. The APPROVE and RETURN buttons still appear on the submitted timesheet with the locked status field. However, when you as the timesheet approver click either button to approve or return the timesheet, the following message appears:Error updating the status for the timesheet. You can change the timesheet status using a process action item in Classic Clarity PPM only. | No changes. When a timesheet approver tries to approve a submitted timesheet, the following message appears: TMA-0122: One or more timesheets' status could not be changed because it is locked by a process. |
Timesheets: Filter by Resource Managers | As a resource manager, you can filter the timesheets by a Resource Manager on whose resources you have timesheet approval access rights. You can view, approve, return, and adjust the timesheets of the resources reporting to the other manager. | No changes. |
Timesheets: Enter time for Others | As a resource manager, you can create, edit, and submit timesheets for other team members. You can enter time for other resources, only when the following criteria is met:
| No changes. |
Managing Allocations | As a resource manager, you can perform the following activities to mange your team allocations for labor resources only:
Resources to Investments view To see a named resource appear in the view, you need soft or hard booking rights to the resource. Also, you can have optional resource view or edit rights to the resource general details. Based on the proper combination of your assigned access rights, you can perform the following tasks on this view:
Requests view The purpose of this view is to view incoming requests and perform role replacements. You do not add, remove, or edit allocations in this view. To see a role appear in the view, you need soft or hard booking rights to the role. Based on the proper combination of your assigned access rights, you can perform the following tasks on this view.
| You can set up how notifications are received for Conversations on the Notifications page. Resource booking rights and investment rights have NOT changed. You require the proper combination of rights to perform add, edit, and remove actions on allocations. The Requisitions functionality has not changed. |
Staffing Investments | As a resource manager, with sufficient access rights, you can also perform the same tasks as described for the Project Coordinator | No changes |
Team Member
Capability | New User Experience | Classic PPM |
Access Rights for Team Members
| When a project manager adds staff members from the Conversations page using the STAFF panel or from the Tasks Board or List view, the following access rights are automatically assigned to the staff members:
Automatic rights are not assigned to a staff member that is added through the replacement action. For example, if you have a role on the staff and you replace that role with a named resource, the rights are not automatically granted to the resource that is now on the team. When you remove a staff member from a project, the instance rights that the system auto-assigned are removed. The global rights that were auto-assigned are not removed from the user because global rights can apply for other projects. As a team member, before you can edit a Status Report, you need both Project – Edit and Status Report – Edit rights. | If you assign the team member to a project in Classic PPM, the automatic assignment of the combination of rights does not occur as it does in the New User Experience .
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Timesheets: Entry and Submission | As a team member, you enter time for your work only on My Timesheet. You can complete your timesheet, submit your timesheet, and can return unapproved timesheets. You can also adjust posted timesheets. Prerequisites Verify the following requirements for entering time and submitting timesheets:
Timesheet options The following timesheets options are only applicable to the New User Experience :
| No changes.
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Timesheets: Create Timesheet | You can independently select each of the following options when creating a timesheet:
The option is available if the team member has previously created a timesheet. Hours that are entered on non-working days are not copied over to the new timesheet.
The option is available if the team member has current task assignments.
| No changes. When you change the Populate or Copy options, there is no effect on the timesheet functionality in the New User Experience . |
Add Work Option | The option shows all tasks for all active investments where you are a team member. You can use compound filtering to shorten the task list. You can see and can send a notification to your project manager for work items that are not enabled for time entry. The list of tasks includes tasks with a status of Completed. You can filter the list of tasks using the following fields:
Note: See Known Issues in Change Impact and Upgrade for more information about error messages when entering dates. | No changes. |
Visual Gauges | Timesheet users can see the following gauges:
See New User Experience: Enter Hours and Submit a Timesheet for more details on these gauges. | No changes. |
You cannot enter indirect time or time for incidents. Indirect time or incidents timesheets that are previously created in Classic Clarity PPM do not appear. | No changes. | |
You can enter pending ETC values in the timesheet ETC field. The project manager can manage accepting or rejecting pending ETC values in the task assignments in Classic Clarity PPM . | No changes. | |
Timesheet Processes | When you update a timesheet in the New User Experience , a timesheets process that has been defined and activated in Classic Clarity PPM can get triggered. The process can lock the timesheet status field. On the My Timesheet page, the APPROVE and RETURN buttons still appear on the submitted timesheet with the locked status field. However, when you as the team member click either button to approve or return the timesheet, the following message appears:CMN-0015 Attribute 'prstatus' was locked and cannot be changed. The action item owner can change the timesheet status using a process action item in Classic Clarity PPM . | No changes. When a Timesheet status is locked by a process, you as a team member see the following message from within the Timesheet Details view. You do not see the APPROVE or RETURN Buttons. TMA-0118: This timesheet's status has been locked by the process engine. It can only be changed by an action item. |
Tasks page (available from the main menu in the left navigation panel) | View Tasks To view your tasks using the Tasks menu option in the left navigation panel, you need the following access rights:
Edit Tasks To edit your tasks using the Tasks menu option in the left navigation panel, you need the Project – Edit Assigned Tasks (Instance) access right along with the navigate and view rights. | The separate Tasks page is not available in Classic Clarity PPM . You access your tasks from the project Tasks tab. |
Project Coordinator
Capability | New User Experience | Classic Clarity PPM |
Access Rights for Project Coordinators | To access the new Staffing (resource management) pages, the project coordinator requires the following access rights assigned to them in Classic Clarity PPM :
| No changes |
Staffing Investments | As a project coordinator, you can perform the following staffing activities for labor resources only:
Investments to Resources view To see an investment in the view, you need view or edit rights to the investment. Based on the proper combination of your assigned access rights, you can perform the following tasks on this view:
| You can set up notifications for Conversations on the Notifications page. Resource booking rights and investment rights have NOT changed. The proper combination of rights to perform add, edit and remove actions on allocations is the same between both areas. |
Managing allocations | As a project coordinator with sufficient access rights, you can also perform the same tasks as described for the Resource Manager. |
Financial Manager
Capability | New User Experience | Classic Clarity PPM |
Access Rights for Financial Managers | To access the new Financials page for a project, the financial manager requires the following access rights assigned to them in Classic Clarity PPM :
| No changes |
Cost Plans | As a Financial Manager, you can open a project and use the new Financials page to create, view and analyze cost plans. You can view the Financials page if you have viewing rights on the project. The Financials page offers a better user experience to visualize cost plans.
| No changes |
Auto populate from allocations or assignments
| No changes. You can auto populate cost plans from both the list page and the details page. | |
Transaction Review | You can view transactions behind every actual cost posted in the cost plan. In the Planned to Actuals or the Actuals view, every Actual cost is displayed as a hyperlink. Click the Actuals link to view the detailed transactions for the cost. | No changes |
Portfolio Manager
Capability | New User Experience | Classic Clarity PPM |
Access Rights for Portfolio Managers | To access the new roadmapping features, portfolio managers require one or more roadmap access rights assigned to them in Classic Clarity PPM . See New User Experience Access Rights under Access Rights Reference . | No changes |
Roadmaps | As a portfolio manager, create and manage roadmaps to more efficiently plan for the future of your business. Layouts Use the following layouts to group and arrange your roadmap items:
Views
Picklists
Scenarios
Metrics
Per-Period Metrics
Targets Define targets (for example, capital expense, revenue, and so on) and monitor the impact on these targets as you add, move, and remove items from your roadmap. Import roadmap items
Link Roadmap Items to projects In a roadmap scenario, you can associate a roadmap item to an existing project for which you have view access rights. Synchronize roadmap items to projects In a given scenario, you can selectively synchronize roadmap item attributes with the values from one or more linked projects so they reflect the latest values. |
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Do not enter values inside angle brackets in data fields in Classic PPM or the
New User Experience
. For example, avoid typing <abc> or <value1> using angle brackets for placeholder text. The coupled angle brackets are not a supported special character combination and can produce unexpected results.