New User Experience: Create and Edit Hierarchies

Rhonda is a product manager. Her primary responsibility is to ensure she understands the market her products serve and ensure her products add value.  She is a part of the investment management function, and some of her key responsibilities include:
  • Defining the strategy of the products
  • Ensure products align with the corporate strategy while delivering value in the marketplace
  • Prioritizing the marquee features (epics) and work with customers to ensure the product is delivering value for them
Unlike a typical product manager, her work does not begin when teams start developing products.  Also, her work does not end when the product is ready to be released to the market. Some key activities she conducts include a marketing launch event, a product enablement event, and a customer engagement and adoption event. 
At any point in time, Rhonda has teams working on some of the following areas: 
  • Delivering projects on time and on budget.
  • New ideas where some team members are evaluating various possibilities that could help develop the future roadmap for the product.
  • Analyze investments that are more significant strategic initiatives that will help drive product adoption and sales in the marketplace.
Rhonda spends a lot of time tracking all these projects, ideas, and custom investments and uses a spreadsheet to track the relationship between them. This is a time-consuming and error-prone activity. It becomes challenging for her to track the exact state of her investment at any point in time. 
She 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. She can then establish a parent-child relationship between cards to help her stakeholders understand the dynamics of her products. 
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.
In Clarity PPM 15.7.1, you can add investments (ideas, projects, and custom investments) as cards to a hierarchy.  
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Pre-Requisites
You need a subset of following access rights to interact with hierarchies in this release of Clarity PPM depending on your role and requirement:
  • Hierarchy – Navigate: Allows you to view the Hierarchy menu item in the Clarity PPM New User Experience. 
  • Hierarchy – Create: Allows you to create a hierarchy in the Clarity PPM New User Experience. 
  • Hierarchy – Edit – All (Global): Allows you to edit all the hierarchies associated with the hierarchy object instance
  • Hierarchy – Edit: Allows you to create, read, update, and delete cards in a specific hierarchy. 
  • Hierarchy – View All  (Global):
    • Allows you to view all the hierarchies associated with the hierarchy object instance
    • Allows you view access to all the cards of a tree in a hierarchy even if you do not view access to individual investments that are added as cards
  • Hierarchy – Delete – All (Global): Allows you to delete all the hierarchies associated with the hierarchy object instance
  • Hierarchy – Delete – Allows you to delete a specific hierarchy.
  • If you want to import investments into the hierarchy, you will need the Investment - Navigate right and view access to the investments that you want to import.
  • Hierarchies only support global and instance rights in Clarity PPM 15.7.1. Hierarchies do not support OBS security rights in this release.
Manage Hierarchies using the Grid Layout
You can click the Hierarchies icon in the main menu to open the Hierarchies (beta) page. This page displays the list of hierarchies for which you have been provided access. Some key actions you can perform on this page are:
  • Create a new hierarchy
  • Use the column picker to add fields to the grid
  • Use the Filter option to identify appropriate hierarchies 
  • Use the View button to save and load views
  • Use the Export option to export a list of hierarchies displayed on your page
  • Use the DETAILS panel to review details associated with hierarchies
The filter, export, views, and DETAILS capabilities are a part of the standard grid functionality in Clarity PPM. Please see Common Components to learn more about these capabilities.
Example
: In our example, Rhonda and her stakeholders can use the Hierarchies (beta) page to view all the hierarchies in their organization. 
Configure Cards Associated with Hierarchy Trees
Consider a scenario, where you want a few stakeholders to view all the hierarchies in Clarity PPM. You can assign them the Hierarchy – Navigate and Hierarchy – View All access rights. Your stakeholders can now see the Hierarchy icon in the Clarity PPM New User Experience. They will also be able to drill into the various hierarchies and view the investments that have been added as cards. The stakeholders will not see the IMPORT button that can be used to add additional investments to the hierarchy since they have only view rights.
The stakeholders can also customize the cards by using View Options. They can perform the following actions:
  • Select the string field that is as the card title
  • Select four fields that are displayed on the cards
  • Select three metrics that are displayed on the cards
The color of the card is determined based on display mappings in Studio for the Work Status attribute on the abstract investment object. You can ask your administrator to update the Work Status Studio display mappings.
Follow these steps:
  1. In the main menu, click 
    Hierarchies
    . The Hierarchies (beta) page is displayed. 
  2. Select the hierarchy you want to open. You will see the hierarchy tree structure and the investments that have been added as cards.
    You don’t need to have view access for the investments that have been added as cards to see them in the hierarchy workspace. However, you will only be able to click and drill-down into investments for which you have appropriate access rights.
  3. Click 
    View Options
  4. Under CARD OPTIONS
    1. CARD TITLE: Select a string attribute to appear at the top to identify each card.
    2. CARD FIELDS: Select up to four (4) attributes to appear on the face of each card in the order selected. 
    3. CARD METRICS: Select up to three (3) attributes to appear along the bottom of each card to convey meaningful status information or metrics.
  5. When you are finished customizing the cards, close the CARD OPTIONS window. 
  • When you save a view after configuring cards, Clarity PPM saves the card title, card fields and card metrics for the saved view.
  • The linking of cards and what cards are deleted or visible in the workspace does not impact on the saved view. For example if you delete a link or a card, it does not trigger an unsaved view.
Example
: Rhonda can ask the administrator to provide a few stakeholders the Hierarchy – View All access right. They will be able to view and explore all the hierarchies but will no be able to drill-down into investments associated with each hierarchy if they don’t have permissions on the investment. 
Create a Hierarchy
Consider a scenario where you want to create a new hierarchy. You need to have the Hierarchy – Create access right to create a new hierarchy. 
Follow these steps
:
  1. In the main menu, click 
    Hierarchies
    . The Hierarchies (beta) page is displayed. 
  2. Click the (+) plus icon to add a new hierarchy to the Idea grid. You can also right-click in the grid and select Insert Row Below
  3. Enter the hierarchy name and hierarchy ID to create a new hierarchy.
 If you create a hierarchy instance, you will automatically be granted edit and delete permissions to that hierarchy instance.
Adding Investments as Cards to the Hierarchy Workspace
Consider a scenario where you want to edit a hierarchy. You should have the Hierarchy – Edit – All (Global) or the Hierarchy Edit access right. You can then use the IMPORT button to add investments (projects, ideas, and custom investments) to the hierarchy workspace. 
Here are a few essential rules to remember when you use the IMPORT button to import investments to the hierarchy workspace:
  1. You need to have at least the <investment> - navigate right to ensure that the investment is visible in the INVESTMENT TYPE drop-down list when you click the IMPORT button. Example: If you want to add Ideas to Hierarchies workspace, you should have Ideas – Navigate access right. You can then see Ideas in the INVESTMENT TYPE drop-down list.
  2. After you have the <investment> - navigate right, you will only be able to view and add investments for which you have <investment> - view or higher access rights. Example: If you have the ideas-navigate access right but don’t have view privileges to any idea, you will see the Ideas in the INVESTMENT TYPE drop-down list. However, you will not see any ideas on the Select Hierarchy Investments page. 
  3. You can only add investments to the hierarchy workspace when you have the <investment> - navigate access right and have at least view access to the investments. 
Follow these steps:
  1. In the main menu, click 
    Hierarchies
    . The Hierarchies (beta) page is displayed. 
  2. Select the hierarchy you want to open. You will see the hierarchy workspace.
  3. Click 
    IMPORT
    . You can now see the Select Hierarchy Investments page. 
  4. Use the 
    INVESTMENT TYPE
     drop-down list to select your investment type (project, idea, custom investment).
     When you select an investment type, and Clarity PPM loads it in the Select Hierarchy Investments. Clarity PPM uses the same saved view that you last used in your investment. 
  5. You can now perform the following actions:
    1. Click 
      SELECT ALL
       to select all the investments on the page. 
    2. Use the multi-select capability to select multiple investments.
  6. Use the 
    INVESTMENT TYPE
     drop-down list to select a different investment type and select the relevant investments. 
  7. Use the 
    DESELECT ALL
     option to clear all your selections across all investment types and start selecting investments again.
  8. Use the 
    ADD
     button to add all your selections across multiple investment types to the hierarchy workspace.  These investments are now available as cards.
  9. You can click the card title to navigate to the linked investment workspace. You can click the hierarchy name to navigate back to the hierarchy workspace. 
  • In Clarity PPM 15.7.1, you can add a maximum of 500 investments to the hierarchy workspace. 
  • You cannot add the same investment more than once to the hierarchy workspace.
Example
: Rhonda can import multiple projects, ideas, and custom-investments that help her deliver her product into the hierarchy workspace as cards. 
Linking Cards in the Hierarchy Workspace
When you want to create a link between cards in your hierarchy, select the child and drag it across to the parent to create a relationship between them. The tree will refresh every time you add or remove a link or an investment. 
Follow these steps:
  1. In the main menu, click 
    Hierarchies
    . The Hierarchies (beta) page is displayed. 
  2. Select the hierarchy you want to open. You will see the hierarchy workspace.
  3. Hover over the child card, right-click, and drag your mouse to the parent card. You have now established a parent-child relationship between two investments. You can follow the same process to develop parent-child relationships between all your investments in the hierarchy workspace. The hierarchy tree is automatically updated when you update it. 
  4. If you want to delete a link between cards, select the link and press the DELETE key. The card will not be a part of the tree and will be available on the Hierarchy workspace. If you remove a card that has children, the children will move up one level. 
  5. If you select a card and press DELETE, it will be removed from the hierarchy workspace. 
Example
: Rhonda can start creating relationships between her projects, ideas, and investments. She can add and link ideas that help her streamline the product adoption activities to the product adoption project. Similarly, she can link other projects, ideas, and investments until she has a tree where stakeholders can see how these investments are dependent on each other to create products that are released to the market.
Navigating Across Cards of a Tree
When you add hundreds of investments as cards and create parent-child relationships between them. However, it can be challenging to navigate to specific sections of the tree. In such scenarios, you can expand the Overview tab and move the blue rectangle to navigate to different areas of the hierarchy workspace. You can also move your mouse to the small square at the bottom right corner of the rectangle to zoom in or out of the workspace.