Clarity
: Administration and Configuration

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HID_newux_admin
As an administrator, you can configure the features in
Clarity
 to varying degrees. Some configuration options are available in
Clarity
; however, many options remain under the
Administration
menu in
Classic PPM
.
2
Enable
Clarity
As an administrator, see
Enable the New User Experience
in Configure General System Settings.
Install the PMO Accelerator in
Classic PPM
 before completing the steps for enabling
Clarity
. Without the accelerator, the options for enabling the
Clarity
 are disabled. See Install the PMO Accelerator Add-In and PMO Sample Data.
Enable New Timesheets
While enabling
Clarity
, you can also choose to enable new timesheets.
When you enable the new timesheets, be aware of the following differences between the New and the
Classic PPM
timesheets:
  • With new timesheets, users no longer see the Home, Timesheets menu link previously available in
    Classic PPM
    (although as an administrator you could still navigate back to it with a link format such as http://<server>/niku/nu#action:timeadmin.timesheetBrowserReturn).
  • The Administration, Timesheet Options layout configuration page no longer shows certain fields that are not supported in the new timesheets.
  • The new timesheets do not allow incident time tracking; if you enter incident time entries in
    Classic PPM
    , they do not appear on the new timesheet details.
  • The data model is the same, so changes you see in one are visible, if supported, in the other.
  • Both interfaces support the optional auto-spreading of one total value evenly across entries for multiple days.
  • Only
    Classic PPM
    timesheets support time entry notes, email links to resources, direct access to timesheet configuration, and the ability to create a task from a timesheet.
  • Links in notifications go to the
    Clarity
    timesheet instead of
    Classic PPM
    timesheets.
  • We recommend that you do not attempt to use both old and new at the same time; however, it is technically possible to do so.
Configure Single Sign-On (SSO) for
Clarity
(On-Premise only)
As an administrator, you can configure an SSO server for
Clarity
see
Configure Single Sign-On (SSO) for
Clarity
in CSA: Security, Passwords, LDAP, SSL, SSO, XSS, and FIPS. If you are using IDP federated SSO and you want your users to access
Clarity
 by default, contact your identity management team. They might need to generate a new link with
/pm
  appended to the URL.
Create a Menu Link in
Classic PPM
to
Clarity
By default,
Clarity
 is not available from
Classic PPM
. Administrators can use the
Classic PPM
Studio features to create a menu link using external object actions. Users can click the menu link to access
Clarity
 from inside the
Classic PPM
user interface.
Follow these steps:
  1. Log in to the
    Classic PPM
     user interface.
  2. Click
    Administration
    ,
    Studio
    ,
    Objects
    .
  3. Click the
    Project
    object.
  4. Click the
    Actions
    tab and click
    New
    .
  5. On the
    Create Action
    page, shown in the following image, create an external object action.
    image2018-5-10 11:57:55.png
    For the URL, enter
    http(s)://<cappm_server_name>/pm
    . To link to the new timesheets, enter
    http(s)://<cappm_server_name>/pm/#/timesheets
    . To learn more, see Configure General System Settings.
  6. Click
    Administration
    ,
    Studio
    ,
    Menu Manager
    .
  7. In the list, click
    Application Menu
    .
  8. On the
    Menu: Application Menu - Menu Hierarchy
    page, click
    Add
    .
    1. Create a menu link.
    2. Associate the external object action with the menu link.
  9. On the
    Menu: Application Menu - Create Menu Item
    page, select the
    Action Link
    option, and click
    Next
    .
  10. On the
    Menu: Application Menu - Menu Item Properties
    page, shown in the following image, create the menu link.
    image2018-5-10 11:58:45.png
  11. Log out of
    Classic PPM
     and log back in.
    The new menu link to
    Clarity
     appears in your selected
    Parent Menu Item
    .
    image2018-5-10 12:0:1.png
  12. Click the menu link to display
    Clarity
    .
Hide or Show IE 11 Not Supported Messages
By default,
Classic PPM
supports Microsoft Internet Explorer 11 (IE 11); however,
Clarity
 does not. Users can switch to a more modern supported web browser such as Chrome, Firefox, or Edge as recommended in the Release Notes. When users attempt to access
Clarity
 features, a banner message reminds them that IE 11 is not supported.
image2018-5-9 16:29:22.png
As an administrator, you can hide these banner messages. For example, your organization has decided to allow users to continue to use Internet Explorer 11 for the short-term until your IT staff can transition users to a new browser.
Follow these steps
:
  1. Log in to
    Classic PPM
    or click the
    Classic PPM
    main menu item in
    Clarity
    .
  2. Click
    Administration
    ,
    General Settings
    ,
    System Options
    .
  3. In the
    New User Experience
    section, select the
    Hide IE11 Not Supported Banner
    option.
  4. Click
    Save
    .
    Although this option hides the messages from users, Microsoft Internet Explorer 11 remains unsupported. The browser might not deliver the best user experience. The following disclaimer appears near the checkbox:
    Checking this box indicates your organization's understanding that
    Clarity
    does not support Microsoft Internet Explorer 11 for the Modern UX and that your organization accepts the risks associated with the use of this browser option.
Configure Timesheet Attestation
As an administrator, you can configure timesheets in
Clarity
 to prompt the user to confirm an attestation statement for compliance requirements.
Example
: Mike works for a company that performs services for a government agency. One of the agency rules requires a certification or attestation from each employee and contractor. As a financial control for invoice payments, the attestation asks them to confirm that their timesheets are accurate before they submit them. When Mike submits his timesheet, an alert reminds him to read and confirm the timesheet compliance statement.
  1. Log in to
    Classic PPM
    or click the
    Classic PPM
    main menu item in
    Clarity
    .
  2. Click
    Administration
    ,
    Project Management
    ,
    Timesheet Options
    .
  3. Select the
    Display time attestation message on submit
    checkbox. Employees and contractors see the following message when they click
    SUBMIT
    on an open timesheet:
image2018-5-16 13:26:53.png
(Optional) Edit the Default Timesheet Attestation Text
  1. Log in to
    Classic PPM
    or click the
    Classic PPM
    main menu item in
    Clarity
    .
  2. Click
    Administration
    ,
    Data Administration
    ,
    Lookups
    .
  3. In the
    Lookup Name
    field, filter on
    timesheet
    or
    *attest
    .
  4. Click the
    Timesheet Attestation Message
    link.
  5. Click the
    Values
    tab.
  6. Click 
    Translate
    .
  7. In the
    Name
    column, for each
    Language
    row, enter your custom timesheet attestation text.
  8. Click
    Save and Return
    .
Configure Timesheets to Spread One Total Value Equally Across Multiple Days
As an administrator, you can configure this option in
Classic PPM
that applies to timesheets in
Clarity
. This option allow users to enter an optional single total value (in hours or days) for a task. That total is divided or spread equally across multiple days. For example, a user enters 40 total hours and the timesheet shows 8 hours per day for five days for that same task.
  1. Log in to
    Classic PPM
    or click the
    Classic PPM
    main menu item in
    Clarity
    .
  2. Click
    Administration
    ,
    Project Management
    ,
    Timesheet Options
    .
  3. Select the
    Allow entry of line item totals
    check box.
  4. Click
    Save
    and then click
    Apply to All Resources
    . Click
    Yes
    to confirm.
    Users can now enter one total that is divided equally to all the daily cells on their timesheet.
The following image shows the distribution of 40 hours over five (5) days, or eight (8) hours per day:
timesheet_spread_hours.png
As shown below, this same setting can also be used in the new
Clarity
Mobile App.
mobile-app-spread-time.png