Clarity Roadmaps: Using the Grid Layout

ccppmop1592
Like a spreadsheet, the grid layout provides a detailed view of roadmap items in columns and rows. All the attributes of the roadmap items appear as column headings or fields with values.
2
Plan Roadmap Items In a Grid
You can configure the columns that you want to display on the grid using the Column Panel. The Column Panel lists all standard and custom attributes that are API enabled for the Roadmap Item object in
Classic PPM
.
Follow these steps:
  1. From the roadmaps list, click a roadmap.
  2. Click
    Grid
    .
  3. To view a list of columns, click
    Column Panel
    .
  4. Select the columns that you want to display on the grid. You might have to scroll right to view all the items you select.
  5. To close the Column panel, click
    X Close
    .
  6. To add a new roadmap item at the top of the grid, click
    New Row
    .
    The new row is populated with any default values predefined for the Roadmap Item object attributes in
    Classic PPM
    .
  7. To delete roadmap items, select them and use the Delete option.
Key Actions Available on The Grid Layout
Linked
Some of the key actions you can perform by using the grid are:
  • Add attributes to the grid by using the column panel
    The Column Panel groups attribute associated with the Roadmap items object. You can select various attributes to add them to the grid. To learn more about using the column panel in the grid, see Common Components.
  • View more information about an item by using the DETAILS panel
    You can view more information about a roadmap item by using the DETAILS panel. The panel is available as a two-column layout, and you can resize it to take up 75% of the screen. The Details layout allows you to include two fields per row. You can horizontally drag any field to occupy one or both columns. To learn more about using the DETAILS panel in the grid, see Common Components.
  • Analyze Roadmap Items by using the Filter and Search options
    You can use the Search and the Filter options to identify various roadmap items based on your requirements. To learn more about using the Filter and Search options, see Common Components.
  • Personalize the grid and save your view
    Clarity
    allows you to save and modify multiple views that help you achieve your business goals. Some of the key actions you can perform are:
    • Save an existing configuration in the grid
    • Update existing views, by using the Quick Save functionality
    • Access views saved by other users
    • Mark relevant views as favorites so that you can access them easily
    • Select default views
    When you save a view, it will not be available across other hierarchies.
  • Collapse Related Rows by Grouping Attributes
    You can collapse related rows by using the Group By option. The grid allows the grouping of data based on any attribute.
  • Export Data to CSV
    You can export the common grid data to a CSV file. If your view includes 500 or fewer rows, your new CSV export file is produced immediately. If your view has more than 500 rows, you will see a notification and can download the CSV file in a few minutes. To learn more about using the Export to CSV option, see Common Components.
Edit Items on the Grid
You can edit roadmap items in the DETAILS panel or directly by using the grid. To edit items on the grid, click in the rows inline to enter or edit values for the non-read-only fields. Depending on the data type, you can also edit the fields as follows:
  • Select values from a drop-down list
  • Select a date from the date picker
  • Enter or clear checkmarks.
The Grid updates with edits from the Timeline or Board layouts upon refresh. Use drag-and-drop to change the order in which the columns appear.
Set View Options for the Grid Layout
You can use View Options to configure the layout of the Roadmap items grid. Follow these steps:
  1. Open a roadmap and click the Grid layout.
  2. Click
    View Options
    .
  3. Select how you want the money and number attributes to be displayed by configuring the Money Decimal Display and Number Decimal Display options.
  4. You can set targets either as goals or constraints on the calculated-number attributes or money attributes of the Roadmap Item object. Select Show Targets if you want to show Targets on the grid layout.
  5. In the Targets drop-down list, select the relevant attributes that will be displayed as targets on the grid layout.
  6. Set the PER-PERIOD METRICS field to display a time-scaled series of time-sliced data for various attributes.
  7. In the PERIODS field, select a unit of time (weeks, months, quarters, years).
  8. Start Period
    : Select the start period for the roadmap items that are displayed in the grid layout. If you select a Start Period beyond the duration of the roadmap, you will be able to see Roadmap items between your Start and End period.
  9. End Period:
    Select the end period for the roadmap items that are displayed in the grid layout. If you select an End Period beyond the duration of the roadmap, you will be able to see Roadmap items between your Start and End period.
  10. Define if you want to see Sum of Periods or Grand Totals in the Totals column. If you select Grand Totals,
    Clarity
    will continue to display the Totals for the entire duration of your investment even when you cycle through various periods by using the per-period metrics widget.
  11. Click X Close to close the View Options panel. The grid applies your settings and shows per-period metrics that are spread across the time periods.
  12. You will also see a scrolling per-period metrics widget on the grid layout. You can click front and back arrows on the widget to quickly cycle through the data for various periods. Your Start Period and End Period settings will update the widget and as you cycle through periods in your widget, the Start Period and End Period will also be updated.
Clarity
clips the metric values for the number and money attributes to match the roadmap duration. If the roadmap includes items that fall either partially or completely outside the Start Period and End Period, their metric values are clipped to match the Start Period and End Period.
Set Targets for the Roadmap
You can set targets either as goals or constraints on the number and money attributes of the Roadmap Item object. By adding, moving, or removing roadmap items that you can effectively plan the roadmap while meeting the set targets. Calculated-number attributes can now be selected as targets.
Follow these steps:
  1. From the roadmap grid, click
    View Options
    and select the
    Show Targets
    check box.
  2. In the Targets drop-down list search or select the attributes to use as targets for the roadmap items.
    A carousel appears above the grid displaying the targets as tiles in the order in which you selected them.
  3. Hover over a tile and click the pencil icon to specify the value for a specific target. For example, specify the total capital cost amount that you have received from your management. To track the target as a constraint, do not click the goal icon.
    The following aggregates are automatically updated on the tile:
    • In Plan. The aggregate of the respective attribute of the roadmap items that are in the plan.  The value changes as you move roadmap items in or out of the plan.  
    • Variance. The difference between the target amount and the total amount that is consumed by the In Plan items.
  4. Refine the roadmap items in the grid as follows and reflect the updates to the targets on the tiles:
    • For each roadmap item, specify whether you want it in or out of the plan.
    • Enter the value for each In Plan roadmap item. You can update the costs for the roadmap items so that the targets are met.
Set Targets as Goals
You can specify the following types of targets:
  • Goal: A target that you can either achieve or exceed. Benefit is an example of a target that is a goal.
  • Constraint: A target that you try to stay under and not go over. Capital Cost is an example of a constraint.
By default, all targets that you specify are treated as constraints unless you specifically mark them as goals.
To flag, a target as a goal, click the pencil icon next to it and select the upward-facing arrow. The arrow turns blue. To undo the goal flag for a target, click the blue up arrow again. The arrow turns white and the target is no longer considered a goal.
As you move toward a goal, you see the blue up arrow on the tile and a gray progress bar until you meet the target. Once you exceed your goal, a green checkmark appears on the tile. The variance appears in green as it is good to either meet or exceed a goal.
As you use up a constraint amount, a green progress bar appears until you meet the target. Once you go over the constraint, the progress bar turns all red and a stop sign indicator appears on the tile. The variance appears in red as the planned items have exceeded the target and there is no remaining amount.
You can use the General Settings in
Clarity
to change the unit of measure to FTE, Hours, or Days for TSVs. The data in the Roadmaps will be updated based on your settings. However, you will need to manually update the Target you specified to match the setting.
Display Time-Phased Data by Fiscal Periods
To manage the financials for your roadmap items, select and display per-period time-scaled-value (TSV) metrics in the grid. You can also display one or more Totals attributes in the grid.
Follow these steps:
The following procedure describes how to display per-period TSV metrics and Totals attributes in the grid.
  1. From the roadmap grid, click
    View Options
    .
  2. Click the
    PER-PERIOD METRICS
    field and select the attributes to display their data as time-scaled values. The grid displays the metric data for the maximum number of defined fiscal periods.
  3. Click the
    PERIODS
    field and select the time period by which you want to view the per-period metrics. For example, if you select Benefit as a per-period metric and Monthly for periods, then you can view monthly benefit amounts for all your roadmap items for the roadmap duration.
  4. To close the Setting panel, click
    X Close
    .
  5. In
    Column Panel
    , expand the
    Totals
    attribute to view the group of attributes for which you can display total amounts in the grid. Select the attributes for which you want to display totals.
  • You can configure one set of Totals attributes and a different set of per-period metrics in the grid.
  • To
    not
    display the total amount for an attribute in the grid, clear the checkbox for that attribute in the
    Totals
    group in
    Column Panel
    .
  • Save the grid column positions for the TSV metrics, non-TSV attributes, and Totals attributes to a view for later retrieval.
When you are updating totals, some key points to remember are:
  • If there is no finish date and only start date is available
    • If that start date is within the periods being shown at the moment, the total would be updated to just that day.
    • if that start date is outside the periods being shown at the moment, the total would be spread across periods currently being looked at.
  • If there is no start date and only end date is available
    • If that finish date is within the periods being shown at the moment,  the total would be updated to just that day
    • If that finish date is outside the periods being shown at the moment the total would be spread across periods currently being looked at
  • If there are no start and finish dates
    • When there is no start and finish dates,
      Clarity
        would consider roadmap start and roadmap finish as the start and finish date of the roadmap item
  • If both start and finish dates are defined
    • If there is an overlap of roadmap item dates with the periods currently being looked at, the total spread across the overlap
    • If there is no overlap of the roadmap item dates with the periods currently being looked at, the total would be spread across periods currently being looked at
When you update the metrics in the Timeline, Board, or Grid layouts the same rules apply.
Spreading of TSV Metric Values Using Calendars Days or Work Days
The spreading of the total value for the following TSV metrics is based on the number of calendar days in the month, quarter, or year. For example, in Q1 there are fewer days because February has only 28 days. Hence, the value is smaller in Q1 than in Q2.
  • Capital Cost
  • Operating Cost
  • Actual Capital Cost
  • Actual Operating Cost
  • Benefit
The spreading of the total value for the following TSV metrics is based on workdays. Depending on the number of hours a specific workday constitutes, a metric might display a higher or lower amount per period.
  • Actuals
  • Capacity
You cannot edit the TSV metrics with either a "Remaining" or a "Total" prefix as they are calculated values.