Clarity PPM 15.8 Release Notes
Clarity PPMRelease 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
The following video describes the various enhancements that are made to hierarchies in this release.
You can use the powerful roll-up feature and hierarchy card metrics to ensure you can see the total cost to implement a program, a strategy, a product, an investment, or any other hierarchy. Clarity PPM allows you to roll up hierarchy card metrics using either an aggregation or calculation method. Hierarchies include a new capability to define Aggregation or Calculation metrics.
Create and Manage Custom Metrics for Hierarchies
Hierarchy roll-up is automated when defined metrics are applied to an investment type. While aggregation metrics roll up within the entire hierarchy across all investments, calculation metrics apply to a single investment. Calculation Metrics perform basic mathematical operations on stock attributes, custom attributes, and aggregation metrics and display the value on a hierarchy card.
To learn more about hierarchies, see New User Experience: Create and Edit Hierarchies.
- Aggregation metrics roll up within the entire hierarchy across all investments while calculation metrics apply to a single investment
- Hierarchy aggregation or calculation metrics support create operations and delete operations. You can edit the metric name but not the definition of the metric. You have to delete a metric and create a new metric if you want to make minor changes to your metric and avoid duplication.
- Hierarchy aggregation or calculation metrics cannot be created or updated via XOG or Classic Clarity PPM.
- Field level security (FLS) is not applied to information displayed in the hierarchy.
- Attributes configured as a hierarchy card metric are rounded up and displayed.
- Attributes configured as a hierarchy card field are not rounded up and displayed as is.
- The Hierarchy aggregation and calculation metrics is a new functionality that is only applicable to the New User Experience.
You can now create custom attributes for the Hierarchy object in Clarity PPM. These attributes will be available for inclusion in the hierarchy list grid, Details panel, column panel, and filters.
Create Custom Attributes for the Hierarchy Object
You can select the various custom or stock lookup attributes that will be displayed as the card title, card fields, and card metrics for specific investment types. Clarity PPM allows you to select different attributes to different investment types. For example, you can see Planned Cost and Planned Benefit for ideas and see Planned Cost and Actuals for projects.
Configure Tree Cards Based on Investment Type
You can select the custom or stock attribute that the board can use for the color of each card. Your selection is applicable to all the cards in the hierarchy.
Set the Color of Investment Cards
You now use the Import button to select a single investment type and select all the relevant investments that you want to add to the hierarchy. If you use the back button to navigate back to the hierarchy before importing the investments, you will lose all your selections.
Import Investments by using a Simplified Interface
You can select a hierarchy and export the complete hierarchy tree to a PDF file.
Export Hierarchies as a PDF File
- Clarity PPM does not support the PDF export for double-byte languages in this release.
- Clarity PPM does not support PDF for languages such as French that use spaces as delimiters in this release.
To learn more about hierarchies, see New User Experience: Create and Edit Hierarchies.
Enhancements for Administrators
Manage Saved Views
Clarity PPMallows you to save and modify multiple views that help you achieve your business goals. Some of the key actions a user can perform are:
- Save an existing configuration in the grid, board, or timeline layout as a view
- Access views saved by other users
- Mark relevant views as favorites so that you can access them easily
- Search for specific views
- Delete your views
The Clarity PPM administrator can also assign the Views – Administer access to a resource. Any resource with this access right can:
- Assign specific views as default views for all users
- Delete views created by other users
To learn more about saved views, see Common Components.
- When administrators define multiple default views then the views are listed in alphabetical order.
- When a new user navigates to the grid view that does not have the default view then they will see out of the box layout.
- Only a saved view can be defined as the default view.
The following video describes how to manage saved views in this release.
You can now secure fields to ensure only specific groups of users can access specific fields or attributes. As a blueprint administrator, you need to configure all the secured attributes for ideas or projects in blueprints and display or hide them based on the access rights.
New User Experience: Secure Field Level Access
You can display or hide specific fields in ideas or projects at the group level. All users who belong to the specific group can access the secured fields. However, as the administrator, you can view all the attributes when you configure blueprints. The new field-level security feature lets you provide users with access to secured fields and hide them as necessary. Users who have access to the secured attributes, can view them in both ideas or projects board and grid view.
For more information about field-level security, see New User Experience: Administration and Configuration, Secure Field Level Access.
- Field level security always takes precedence over Instance, or OBS, or Global rights in a project or idea.
- Field level security is applicable to both ideas and projects.
- Field level security isnotapplicable to Hierarchy.
The following video describes how to secure field level access in this release.
The Roadmaps and Custom Investment objects have been enhanced to support processes. You can now invoke processes based on creation or updates to custom investments and roadmaps. Customers can now use a process to push a roadmap item to another system, such as Rally, for execution. Customers can also use processes to build automation to track and monitor custom investments.
Create Processes for Custom Investments and Roadmaps
The following video describes the process enablement of roadmaps and custom investments in this release.
- Roadmaps are event enabled to allow processes to run against it.
- Roadmap and Custom Investments will appear as an option under the primary object for processes.
- Processes can run when you create and update of roadmaps and custom investments.
- Roadmaps are automatically event enabled after upgrade. Customers have the option to “uncheck” the event enabled flag.
- When you create custom investments they are automatically event enabled. The event enabled flag cannot be modified after creation.
- Processes executed against a roadmap or custom investment can only be seen in Classic Clarity PPM.
- Processes built with action items still require you to act on it in Classic Clarity PPM.
- Processes cannot be run on roadmap items. However, process start condition can use roadmap, roadmap items, or roadmap item dependency attributes.
- If you change the name of a custom investment then the “Event Enabled” flag gets unchecked.
- If you create an action item process then the notification link to the Roadmap or Custom Investment does not work.
- There is no option to start a process “On Demand” even if you select that option in the process definition. You can run these processes by using the “Execute a Process” job.
Financial Management Enhancements
The following video describes the enhancements that are made to financials for investment objects in this release.
The Custom Investment Financials module now supports budget plans. You can now submit cost plan for approval as budget plan for your custom investment type. For example, a custom investment can be submitted with a high-level budget or a more detailed cost-benefit analysis. As work is executed, actual costs are captured and forecasts are revisited to track performance against the budget. To learn more about custom investment budget plans, see Manage Custom Investment Financials.
Budget Plans in Custom Investments
Also, the saved views are now shared across the financial modules of different investment types. For example, if you save a view in the Budget Plan grid for a custom investment, the same view is applied to the Budget Plan grid for ideas and projects. To learn more about saved views, see Manage Custom Investment Financials.
The Idea Financials module now supports budget plans. You can now submit cost plans for approval as budget plans for an approved idea. For example, an idea can be submitted with a high-level budget or a more detailed cost-benefit analysis. As work is executed, actual costs are captured and forecasts are revisited to track performance against the budget. To learn more about idea budget plans, see Manage Idea Financials.
Budget Plans in Ideas
Also, the saved views are now shared across the financial modules of different investment types. For example, if you save a view in the Budget Plan grid for an idea, the same view is applied to the Budget Plan grid for projects and custom investments. To learn more about saved views, see Manage Custom Investment Financials.
The New Projects Financials module is based on the Clarity PPM generic grid. You can quickly analyze projects from the new projects financials module by using some features of the generic grid and perform actions such as:
New Financials Module for Projects
- Customize the grid and save the views. Saved views are shared across the financial modules of different investment types.
- Filter the data in the grid based on the business requirements.
- Use the menu option to take quick actions on the cost plans and budget plans.
- Use the Group By option to segregate related rows view with aggregated subtotals wherever applicable.
- Use the column panel to show or hide attributes on the layout.
- Export the various cost plans, cost plan details, budget plans, and budget plan details along with the data in the grid to a CSV file.
- Edit data associated with cost plans and budget plans directly in the grid or by using the details layout.
- The previous financials module based in Clarity PPM is now renamed asFinancial Plansand is added to the default layout for the standard blueprint.
- An administrator can decide whether Financial Plans (old financials) or Financials (new financials) module appears when users open a project.
- The new projects financials module must be manually added to the default layout for the standard blueprint. To learn more about the new projects financials module, see Manage Financial Plans Using the New Financial Module.
The new projects financials module supports cost plans and budget plans.
Create Project Cost Plans and Budget Plans Using the New Financials Module
You can create cost plans for projects by using the generic grid layout. You can create a manual cost plan by using the in-line edit option or populate from allocations or populate from assignments. You can also set a cost plan as a plan of record. To learn more about project cost plans, see Manage Financial Plans Using the New Financial Module.
After the cost plan is designated as the POR, submit the POR for approval as budget plan for a project. When the POR is approved, it becomes the budget plan for the project. To learn more about project budget plans, see Manage Financial Plans Using the New Financial Module.
The following video describes the enhancements that are made to timesheets in this release.
In order to drive adoption, managers require the proper tools to quickly locate and manage timesheets across multiple periods. In this release, you can view all open timesheets that are created based on the time period that is assigned for the tasks. This will enable managers to filter for open timesheets across multiple active time periods and prepare missing time report directly from the configurable Timesheets grid. You will be able to see all the un-submitted timesheets for which you have the following instance rights:
Timesheet Grid - Virtual Timesheets
- Resource Enter Time
- Resource Approve Time instance rights
- Timesheet – approve all and Timesheet – Edit all
Scenario 1:Mike - a project contributor wants to plan his work for the entire month of July. He needs to get a view of all the open timesheets for July. Doing so helps Mike estimate and plan his workload for the forthcoming weeks and collaborate better with his team. Mike can view all his open timesheets and update them as needed. The following procedure helps Mike to view his open timesheets and enter time for the respective weeks accordingly.
Scenario 2:Consider a scenario where 100 users are configured for open for time entry. None of the users have navigated to their timesheet to enter time–In this situation, from the (15.7.1) Timesheets grid, Derrick a resource manager does not have the visibility into how many (out of the 100 users in this example) have not entered time because the (15.7.1) Timesheets grid did not include the expected 100 rows for each user's timesheet. The issue has been resolved and the (15.8) Timesheets grid now includes virtual Timesheets providing visibility into how users have not entered time –allowing Derrick to prepare a missing time report directly from the configurable Timesheets grid.
For more information, see View and Manage Timesheets From Grid Layout.
The Timesheets grid only displays active timesheets – The Review and Approve grid displays timesheets irrespective of their status. For example, active and inactive. The Timesheetsgrid does not include virtual timesheets for inactive periods.
The Resource OBS filter is introduced in the Timesheet grid in this release of Clarity.
Resource OBS filter for Timesheet
Example:Derrick the resource manager wants to view all the timesheets that he owns and the timesheets that he needs to review for approval from the timesheet grid. With the Resource OBS filter for Timesheets, Derrick can now filter timesheets using Resource OBS, locate resources from specific locations of his organization, and save his current search as a Saved View so that others in his team can use the same view later.
The Resource OBS attribute is only available as a filter option in the Timesheets grid. The Resource OBS attribute is not available within the column panel for inclusion in the Timesheets grid or the flyout.
Derrick is a resource manager. He wants to quickly review and approve his team’s timesheets based on their employment status whether they are contractual or are on his organization's payroll. The employment type attribute is now available for Derrick to be able to filter resources based on whether they are employees or contractors. Derrick can also select Employment Type from the Details panel to configure the column in the Timesheet grid.Derrick can now do the following:
Timesheet Grid - Employment Type
- View Employment Type lookup as an attribute in the Timesheet Grid.
- Filter data using the Employment Type attribute.
- Multi-select the values in Employment Type lookup and filter data.
- View Employment Type in Timesheet Grid and the Details panel.
If My Timesheet is configured to allow end-user column configuration, by design the Resource OBS or Employment Type attributes are not available.
In limited customer cases, Clarity erroneously creates duplicate timesheets for a given time period. Customers requested the capability to help identify duplicate timesheets associated with a single time period/resource and remove them from the system in order to improve their internal timesheet audit processes. The new job helps the administrator identify the duplicate timesheets associated with a single time period and a resourceID and removes them from the system. Like all Clarity jobs, it can be executed manually or via a pre-determined schedule.
Delete Duplicate Timesheets Job
The following video describes the enhancements that are made to roadmaps in this release.
Infinite scroll support is now available when using an OBS to import Projects, Ideas or Custom Investment to a roadmap. You can now be able to scroll through the entire OBS, using infinite scroll, and select and import the respective investments as roadmap items.
Import Roadmap Items by using OBS - Infinite Scroll (Enhancement)
The Roadmap list has been refactored and now incorporates the common grid toolset with the following capabilities:
Roadmap List Enhanced to use Common Grid
- Saved views
- Robust filtering
- Group By
- Export to CSV
- Add custom attributes to roadmap object for inclusion in grid, fly-out, column panel, and filters.
Demand Management Enhancements
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.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.
You can click an investment and drill-down to view specific details. When you want to go back to the investment home page where all investments are listed, you can simply click the breadcrumb on the top-left corner.
Drill-Down Into Investments
The following video describes the various enhancements that are made to board view in this release.
Calculated Risk and Requested Manager attributes have been added to the data warehouse. These attributes will be added when you upgrade to Clarity PPM 15.8 and run the Load Datawarehouse job.
Calculated Risk and Requested Manager Added
The following video describes the enhancements that are made to the data warehouse in this release.
In this release the end user license agreement (EULA) is updated in Clarity PPM - Clarity System Administration (CSA).
Updated End User License Agreement
The copyright information is updated in the following areas:
Updated Copyright Information
- Classic Clarity PPM and Clarity PPM New User Experience
- Login page
- About section
- Forgot Password Page (Applicable Only for New UX)
- Clarity System Administration (CSA)
- Login page
- Footer (Applicable ONLY for CSA)
- Scheduler applications such as Microsoft Project and Open Work Bench (OWB), XML Open Gateway (XOG), Update Copyright information on Classic/New UI
- Splash screens copyright message for the client installers
- About page - OWB
- Installer popup - OWB
- Installer - MSP
- Installer - XOG
- Schedule Connect popups
To view the customer reported issues resolved in Clarity PPM 15.8, see Clarity PPM 15.8 Resolved Issues list.
The list of known issues for Clarity PPM 15.8 is given below:
Pre-15.8 or Initial layout is not saved in view
SUMMARY: The ability to save the layout such as the Timeline, Board or Grid in a view is introduced in release 15.8. The application recognizes a change in the layout when the user switches between other layouts. However, there is a use case that was found where the layout is not saved when a user does not switch between other layouts on an initial or pre-existing view. A user navigating to a page with an initial OOTB layout makes changes on that initial layout without going to another layout - the layout is not getting saved. This could happen on pre-existing views saved in a pre-15.8 release as well because these views do not have a layout already saved. As a workaround, simply by switching between layouts will solve the issue when making an update to the saved view or creating a new saved view.
STEPS TO REPRODUCE:
- Log in as a user that has not visited the page such as the Projects list
- The user lands on the Board layout as this is the default layout for the OOTB standard view.
- The user stays only on the Board layout and makes a change to the COLOR BY so now they see the 'Unsaved' tag.
- The user SAVES the view with the name 'Board View 1' 5. The user goes to the Grid Layout and sees the unsaved tag, they make changes to the configuration of the grid and saves the changes in a view named 'Grid View'.
- The user picks the 'Board View 1' to view.
Expected Results: To go to the Board layout.
Actual Results: The user remains on the Grid layout.
Workaround: All other configuration settings from the 'Board View 1' was saved previously except the layout. Therefore by navigating from the Grid to the Board, the application will recognize it as a configuration change and thus will now save the layout in the view settings.
- Because the selection of the 'Board View 1' made the user stay on the Grid - From the Grid, navigate back to the Board 2.
- The user should see the 'unsaved' tag 3. The user can resave the 'Board View 1' 4.
- Now if the user picks another view that moves the navigation off the Board, and the user picks the 'Board View 1' they will land on the Board as expected.
Postgres - Cannot move Columns from Selected to Available in Rate Matrix (SaaS only)
Steps to Reproduce:
- Navigate to any rate matrix available or create a new rate matrix.
- From Assign Columns move charge code,cost type from Available to selected and Save.
- Now move Cost type column from Selected to Available and save.
Expected Results: Cost Type should be moved to Available Column
Actual Results: Cost Type is still available in Selected Column (There is no error in the user interface or in app.ca.log)
Third-Party Software Agreements
Clarity PPM15.8. 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.