Clarity: First Time Login Experience

This section helps you all the information you need when you log into
Clarity
for the first time.
ccppmop158
HID_ca_ppm_beta
Clarity
provides a convenient way to keep your entire team informed and connected throughout the entire project lifecycle.
Clarity
engages 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
Classic PPM
, available in
Clarity
, delivers this robust new functionality.
This section contains the following topics:
2
Log In and Get Started
Your administrator provisions
Clarity
so that it is ready for you to use. In addition, your administrator sets some system options in
Classic PPM
so that the two user interfaces work together.
  • Clarity
    automatically 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
Classic PPM
and configures
Clarity
, you can log in.
Follow these steps:
  1. 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
      Clarity
      from inside the
      Classic PPM
      main menu.
      The
      Login
      page appears.
  2. Enter your
    Username
    and
    Password
    . You can use the same credentials for
    Clarity
    and
    Classic PPM
    .
  3. Click
    Login
    .
  4. The default home page in
    Clarity
    appears. Your access rights determine which page appears when you click
    Home
    and which menu items are available in the main menu.
  5. If the
    You do not have permissions for
    Clarity
    message appears, contact your administrator for the required access rights.
    image2019-1-10_11-21-31.png
Manage the Profile, General, and Staffing Settings
The following topics let you manage your profile settings, personalize your avatar image, configure unit of measure, default resource setting and more.
Personalize Your Avatar Image
To help users identify you,
Clarity
displays 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:
  1. 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.
  2. 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:
    1. Reduce the image file size to 250 KB or smaller. While five MB is the maximum, performance is best with smaller images.
    2. Large avatar images offer no benefit and simply waste disk space. A 150-dpi 8-bit color image is sufficient.
    3. 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.
    4. Supported image file formats include .png, .jpg, .gif, and .ico. Other formats such as .tif are not supported.
  3. Log in to the
    Classic PPM
    Clarity
    .
  4. Click the current avatar image at the top of the page and select
    SETTINGS
    .
  5. Click
    UPLOAD
    .
  6. Select the image file that you created in an earlier step and click
    Open
    .
    A preview of your image appears.
  7. To upload a different image, click
    UPLOAD
    again. When satisfied, close the
    SETTINGS
    window.
  8. (Optional) To revert to the default avatar:
    1. Click the current avatar image at the top of the page and select
      SETTINGS
      .
    2. Click
      REMOVE
      .
      The avatar reverts to the default initials for the user.
    3. Close the
      SETTINGS
      window.
You can also change your avatar image from the
Classic PPM
user interface. See Personalize
Clarity
: Change Password, Account Settings, Notifications, Export to Excel
.
As an administrator, you can specify which file types are authorized for the avatar image file. Click the
Administration
menu and select
System Options
. As an example, when you enter
doc,docx,pdf,xls,jpg,gif
you are
excluding
all 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 - Navigate
access 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
http://<server>/pm/#/resourcemanagement
:
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.
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
Staff
grid,
Tasks
grid, or
Assignments
grid.
Follow these steps:
  1. Click the drop-down list next to your avatar and click
    Settings
    .
  2. Click
    GENERAL
    .
  3. Select
    FTE, Days, or
    Hours
    for the
    Unit of Measure
    .
  4. When finished, click
    X 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
Clarity
.
Follow these steps:
  1. Click the drop-down list next to your avatar and click
    Settings
    .
  2. Click
    STAFFING.
  3. When finished, click
    X Close
    .
View Application Messages
System messages in
Clarity
remain 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:
messages.png
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, click
    Forgot Password?
    enter your username, and click
    Send Email
    to receive an email with password reset instructions.
The
Forgot Password
reset option is available only in non-SSO environments where your administrator has configured the
Clarity
server with email. The feature also requires that you are an
active
resource. If your account is
inactive
or
locked, y
ou cannot reset the password.
The
Forgot Password
option is not available on the Login page in
Classic PPM
. However, with the proper access rights, you can change your own password in
Classic 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.