Clarity: Compare with Classic PPM

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Comparing
Clarity
and
Classic PPM
The nature of work today is changing. Users are expecting applications to be more social, more team-focused, and more user-friendly. To address these market dynamics, the
Clarity
team began a journey to build a modern user experience (UX) with enhanced capabilities for all users, from top-level enterprise portfolio managers to mid-level project management professionals, and smart agile teams of all sizes. We released the first version of our Modern UX in
Clarity
15.1. In each subsequent release, we have added robust new capabilities such as roadmaps, task boards, to-do item dashboards, conversations, blueprints, dynamic grids, status reports, and more. The modern UX has now been branded
Clarity
and we refer to our Studio as
Classic PPM
.
The functionality that you can access in
Clarity
depends on the access rights that your administrator has granted to you. For example, if you have access to timesheets only, the Timesheets page opens automatically. You likely have access to some combination of projects, resource staffing, and timesheets. Use the main menu at the left side of the page to navigate to those features or switch to
Classic PPM
. For more information about access rights, see
Clarity
Access Rights Reference
.
Clarity
Capabilities by Role:
System Administrator
Capability
Clarity
Classic PPM
Setup
  • New installations
    :
    Clarity
    is active by default.
  • Upgrades
    :
    Clarity
    is not active by default.
As an administrator, enable
Clarity
in
Classic PPM
. See Configure General System Settings.
URL
Use the following URL to access
Clarity
:
http(s)://<server>/pm
Use the following URL to access
Classic PPM
:
http(s)://<server>
Navigation Menu
Provided you have the required access rights that are already granted in
Classic PPM
, use the main menu in
Clarity
to access the various capabilities. You can review the documentation in the Using Clarity section to learn about all the capabilities of
Clarity
.
Clarity
is not available by default from
Classic PPM
.
Administrators can provide access from
Classic PPM
to
Clarity
by creating a menu link. See Getting Started with
Clarity
.
Browser session
Only one user per
Classic PPM
instance is allowed for each browser session. For example, you log in to the same
Classic PPM
instance as user X in both the Classic and
Clarity
, then you log out and log back in as user Y in the
Classic PPM
interface. In this case, if you go back to
Clarity
and click any link, you are forced to log in again.
Multiple users per
Classic PPM
instance are allowed for each browser session.
Personal Avatar (Initials or Picture)
To set an avatar in
Clarity
, see
Personalize Your Avatar Image
in Getting Started with
Clarity
.
Language and Localization
Both the
Clarity
and the
Classic PPM
interface display the same Language and Locale settings.
After you change the language or locale in
Classic PPM
, we recommend that you logout and clear your browser cookies before logging back into
Clarity
.
Classic PPM
also supports more languages than
Clarity
. See the Change Impact and Upgrade for a list of supported languages.
Each user can personalize these settings by clicking
Home
,
Personal
,
Account Settings
in
Classic PPM
.
Accessibility
See Accessibility Features in Clarity, to learn more about Accessability in
Clarity
.
Classic PPM
is 508 compliant. Users with disabilities should be able to access most of the same capabilities in
Classic PPM
that exist in
Clarity
. See Accessibility Features in Classic PPM for more information.
Processes
  • You can use the Actions button to execute a process from projects, custom investments, ideas, roadmaps, and master objects in
    Clarity
    .
  • Process locks, which are user interface locks, do not show any lock icons letting users know that the attribute is locked.
  • When values are saved, the process lock is enforced and displays an error message letting the user know that the attribute is locked.
  • If you create a process on the Project object and you configure it to auto-start, the process still auto-starts depending on your auto-start conditions.
  • Notifications are sent to users. However, you can only view them in
    Classic PPM
    .
  • The links in the email notifications point to
    Classic PPM
    and not to
    Clarity
    .
Studio
The following Studio functionality is not available in
Clarity
:
  • Display mapping outside of project status reports and project details:
    • The status colors on the project status reports and the project tiles (for example, green for On Track or red for At Risk) are based on the display mapping configuration for the Overall Status attribute of the Status Report object.
    • If the project blueprint includes attributes that have display mappings set up in
      Classic PPM
      , then stoplights with hover text appear for those attributes in the project details. Display mapping is not available for boolean attribute types.
    See
    Clarity
    Studio Objects and Attributes
    for details on configuring display mappings for attributes.
  • Secure subpages and display conditions
  • Object actions
  • Any Studio view level settings such as Required, Enter Once, or Hidden
Partitions
Setting partitions is not available. If you use partitions, the default partition that is defined under Account Settings is used when creating projects and tasks.
The following lookup values that are defined in
Classic PPM
are visible in
Clarity
:
  • Lookup values that are directly associated with the System partition
  • Lookup values that are associated with a different partition with the partition association mode set to include ancestors. The include ancestors mode exposes the values to the System partition.
No changes.
Lookups
To increase the number of results in the auto-suggest for lookup fields in
Clarity
, increase the value in the
Number of displayed suggestions
field. This field appears under the Auto-Suggest tab for a lookup in
Classic PPM
. See Configure Lookups.
No changes.
XOG Support
Most capabilities are available by using XOG. See See
XML Open Gateway (XOG) Development
for details.
XOG support is available for the capabilities in
Classic PPM
. See
XML Open Gateway (XOG) Development
for details.
Auto-numbered Attributes
All auto-numbered fields are auto-populated only after a successful save.
All auto-numbered fields are auto-populated as soon as you click New.
Timesheet Configuration
  • Timesheet columns are based on the configuration in
    Classic PPM
    under Administration, Project Management, Timesheet Options.
  • To get the best and most effective display of your timesheets grids, select  the following timesheet columns in the listed order in
    Classic PPM
    :
    • Description
    • Code field (optional)
    • Code field (optional)
    • Daily Actuals
    • Total
    • ETC
  • The list of available columns for selection in the Default Content and Layout section are reduced.
  • The following fields remain available, but do not have any effect on the new timesheet layout:
    • Investment
    • Investment ID
    • Phase
Code fields refer to the Charge Code, Input Type code, User Value 1, and User Value 2 attributes. You can configure up to two Code fields to appear on timesheets.
  • The
    Classic PPM
    administrator configures the timesheet column display under Administration, Project Management, Timesheet Options.
  • The Allow Posting of Future Timesheets option has moved from Administration, Project Management, Settings to Administration, Project Management, Timesheet Options.
  • Clarity
    timesheets can be accessed from
    Rally
    , for non-SSO based login from
    Clarity
    On-Premise and
    Clarity
    SaaS. The
    Clarity
    SaaS Portal does not support this feature.
Staffing (Resource Management) and Project Staff Setup
Complete the following setup in
Classic PPM
for resource managers, project managers, project coordinators, and team members. The setup allows these users to work in the new resource management pages under Staffing and the new project-specific Staff page:
  • Define a default entity with fiscal time periods for use by the telescope calendar. For step-by-step instructions, see Setting Up Resource Allocation Periods.
    • The resource management views use the fiscal time periods to display allocation data.
    • There is no limit to the range of time periods that you can define.
    • The telescope calendar displays a total of 60 time periods. You can navigate backward or forward in the time periods in the telescope calendar.
    • You are only limited by the fiscal time periods that you have
      not
      defined in the default entity.
  • Grant appropriate booking rights to users based on their roles. Refer to the respective roles sections in this article for the required access rights. For example, for the required access rights for project managers, see the
    Project Manager
    section.
  • Define a standard base calendar. See How to Configure Calendars, Shifts, and Work Days.
  • Set up a default system currency. See Set Up Currencies and Foreign Exchange Rates.
You can specify a default entity from the entity properties or from the financial management defaults page. See
Create an Entity
in Configure an Organizational Breakdown Structure and Set Up a Financial Entity.
Stock configuration of the internal, instant time-slicing of the allocation and assignment TSV views have not changed. They are as follows:
  • Total of 28 days, starting 7 days prior to today
  • Total of 16 weeks, starting 2 weeks prior to current week
  • Total of 36 months, starting 12 months prior to current month
Project Staff
Verify that the following attributes on the Team object have a default value defined in
Classic PPM
.  If a default value is not defined for these attributes, users are unable to edit the team records from a project in
Clarity
.
  • Booking Status
  • Request Status
The Request Status attribute is not visible in
Clarity
as Requisitions are not supported.
No changes
Conversation Notifications
Notifications appear in
Clarity
when users @mention other users in a conversation.
  • You can set up how you receive notifications about conversations on the Notifications page.
  • You can modify the two notification templates for conversations. See Configure Notifications and Notification Templates.
  • You can delete all the conversation notifications for all the users. See
    Purge Notifications Job
    .
Blueprint Configuration
As an application owner or content administrator, configure the blueprints for various objects in
Clarity
. As an application administrator or PMO content designer, you can use blueprints to configure layouts for different types of investments. You can copy and configure blueprints that reflect the goals of each business unit in your organization.
To learn more about blueprints, see Getting Started with Blueprints.
See
Clarity
Access Rights
in
Clarity
Access Rights Reference
to view the list of required access right for blueprints.
See Getting Started with Blueprints to learn more about blueprints.
Blueprints are not available in
Classic PPM
.
Teams
As an administrator, create teams with defined allocation for adaptive people planning. See
Clarity
: Configure Teams
.
  • Project managers can add the configured teams to their projects through the project Staff tab or the Staffing feature. Soft or hard booking rights are required.
  • Project managers can allocate the configured teams to project tasks. The Resource - View access right is required.
  • Project managers can remove one resource or role at a time. To remove resources or roles in bulk, use
    Classic PPM
    .
  • Users can populate cost plans based on team allocations or assignments.
  • Users can enter time for a team. Time entry and approval rights are required.
  • Users can replace teams with other staff members.
  • You cannot create teams in
    Classic PPM
    ; however, after you create a defined team in
    Clarity
    , it appears in
    Classic PPM
    as a new resource on the Resource List page under Home.
  • You can assign specific rights for licensed users to access the team as a resource throughout the application. A user does not need access rights to the people on the team; only to the team resource.
  • You can specify the general and financial properties for the team resource just like any other labor resource.
  • Users with the appropriate access rights can XOG in or XOG out team records as staff members on a project or a non-project investment.
Setup for Roadmaps
Complete the following setup in
Classic PPM
so portfolio managers  can use the new roadmapping capability:
Roadmaps are not available in
Classic PPM
.
Project Manager
Capability
Clarity
Classic PPM
Access Rights for Project Managers
To access the new project management pages, the project manager requires the following access rights assigned to them in
Classic PPM
:
  • Project - Create from Template or Project - Create
  • Project - View (Instance) to the templates that they can access to create projects
  • Project Management - Navigate
  • Project Management - Tiles Navigate
  • Projects - Navigate
  • Resource - Soft Book - All (Global) 
    We recommend the
    Resource - Soft Book - All
    right because it allows the project manager to staff any active resources and roles to the project team. You can use the
    Resource - Soft Book
    rights at the instance or OBS level
    but this practice can reduce the performance of the Staffing portlets
    . Verify that you explicitly assign soft book rights for all of the resources and roles to the project manager ahead of time. Otherwise, you encounter errors when creating the project and populating the project team.
  • Status Report - Create (Global)
  • Status Report - Edit - All (Global)
The user who creates the project is automatically granted the Project - Manager (Auto) access right.
To allow a project manager to create a project using a template that contains financial plans, and to copy the plans to
Classic PPM
project pages, assign the following access rights:
  • Cost Plan - Edit
  • Benefit Plan - Edit
  • Budget Plan - Edit
To allow a project manager to edit financial fields such as Cost Type, Financial Status, and Capitalization %, assign the Project - Edit Financial access right at the instance or OBS level.
No changes
Project Creation
Auto-numbering for the Investment ID attribute on the Project object must be enabled in
Classic PPM
to create projects in
Clarity
. If you try to create a project without enabling auto-numbering, an error message appears. See
Auto-Numbered Attributes
in
Classic PPM
Studio Objects and Attributes for more information about the error.
  • You can only create a project using an existing project template that is created in
    Classic PPM
    .
  • You can use a blueprint to define the fields that should be populated during the project creation process. The blueprint is associated with a project template.
  • The Project Progress field is not available in
    Clarity
    .
  • You can use the Work Status field available with the PMO Accelerator add-in.
Project Visuals
The system administrator can configure the following visuals in blueprints to display as gauges on project tiles. The project manager sees a maximum of three visuals on the project tile based on the associated blueprint configuration.
  • % Complete (ring chart)
  • Budget Remaining (ring chart)
  • Budget Spent (ring chart)
  • Days Remaining (circle)
  • Days to Start (circle)
  • Effort Remaining (ring chart)
  • Effort Spent (ring chart)
  • Finish Date (calendar)
  • Next Milestone (diamond)
  • Start Date (calendar)
No changes
Roles
  • You can add roles, resources, and teams by using the Staffing Plan page or the Staff module on Projects.
  • You can perform role replacements using the Staffing Plan page or the Staff module on Projects.
  • If you have a project template where roles are assigned to the team, and you  create a project from this template in
    Clarity
    , only the labor roles appear in the project Staff tab. Any non-labor resources and roles are only visible in the
    Classic PPM
    project team page.
  • If you have a project template where roles are assigned to the tasks, and you create a project from this template in
    Clarity
    , the roles are still assigned to the tasks in the new project. You can replace the roles with named resources using the Staffing functionality.
You can add and manage both labor and non-labor roles.
Tasks and Assignments
  • Project managers and team members can create, update, and delete tasks, milestones, and phases.
  • Project managers and team members can add existing staffed resources, roles, and teams to a task.
  • Project managers can assign non-staff members to tasks provided the following conditions apply:
    • Assignment Pool setting for the project is set to Resource Pool in
      Classic PPM
      .
    • The project manager has hard or soft booking rights for the resources, roles, or teams not already on the project.
  • The full functionality is only available for a two-level task hierarchy; phases that contain tasks. For a task hierarchy with more than two levels, the task list displays but drag-and-drop is disabled. Also, you can only update the leaf-level tasks. This is only applicable to the task List View, not the Board View.
    You can drag and drop the tasks anywhere in the hierarchy. You can also drag-and-drop collapsed phases.
  • If the project administration setting
    Allow Effort Task Creation
    is selected in
    Classic PPM
    , effort tasks are visible in the task list in
    Clarity
    .
  • Only two task statuses (Open and Completed) are supported. The task status of Not Started and Started that are set in
    Classic PPM
    are considered as Open in
    Clarity
    .
  • You can create a project "To Do" for phases, tasks, or milestones.
    • Create up to 25 "To Do" records for each task, phase, or milestone.
    • There is no XOG support for To Do.
  • Setting the task status to Completed automatically sets the ETC to zero (0) and % Complete to 100 percent. You can edit the % Complete field value only if the % Complete Calculation field value is set to Manual.
Project to-do items are not visible in
Classic PPM
.
Timeline View, Board View, and Grid View
  • Project managers, team members, and other users with project access can view and manage tasks in the Timeline, Board View, or Grid View.
  • When you assign resources to tasks, access rights are automatically granted to the assigned resources in
    Classic PPM
    .
  • The Board View allows users to arrange leaf-level tasks into columns.
    • Phase tasks are not shown in the Board View.
    • You can create new tasks within a column.
    • You can insert, delete, or rename columns.
    • You can reorder a task within a column or move to another column.
The task board layout is not available in
Classic PPM
; however, administrators can configure tasks in a list or grid portlet on a page.
Gantt View and Schedulers
Gantt View and Schedulers are supported in the Grid layout for Tasks
Clarity
.
No changes
  • Project managers, team members, and other users with project access can view the project plan in the Gantt view or an external scheduler such as Microsoft Projects or Workbench.
  • Users with project edit management access can edit the project plan within the Gantt view or the scheduler.
Project Status Reports (PDF or editable grid)
  • Users with project edit rights and status report create rights can create status reports.
  • Users with project edit rights and status report edit rights can edit status reports. They can also preview and publish status reports in PDF.
    The system displays the status report instance where the Report Status is Draft for the most recent Report Date.
  • When you publish a status report, it creates a new status report instance and populates its values from the latest prior published status report.
  • Team members can only view the status report under the Current tab. They can also view previously published status reports under the Reports tab. The Preview and Preview Current options are disabled for team members.
  • Clarity
    uses the PMO Accelerator Status Report sub-object. Custom attributes that are added to the Status Report sub object are not visible in
    Clarity
    .
  • Users can configure a project blueprint to include the Project Status grid in their projects. You cannot generate a PDF status report from the grid but you can view and edit custom attributes.
No changes. The PDF status report is visible in
Classic PPM
. Marking the report status as Final does not generate a new status report. 
We do not recommend updating a status report instance in the
Classic PPM
and
Clarity
at the same time. The refreshing of values happens differently in the two interfaces. In
Clarity
, the whole page is not refreshed on every save. Only the impacted values are updated. If you make a change in Classic, it reflects in
Clarity
only when you navigate away from
Classic PPM
and come back to the project in
Clarity
. Alternately, you can refresh the browser to see this update.
Project Documents
  • By default, project managers and team members can view and edit (upload, download, delete, and add tags) all documents associated with their Project. Access to specific documents varies.
  • Non-team members with the Project Edit access right can view and edit all documents.
  • Non-team members with the Project View access rights can view and download documents.
  • The administrator determines project document settings in the governor properties file. For example, by default, you can upload no more than five files with a maximum size of 20 MB. Your administrator can also determine the file types that you can upload.
  • Versioning is not supported in
    Clarity
    . If document versioning is required for your environment, use
    Classic PPM
    .
No changes
Project Links
  • Project managers and users with project edit rights can add and remove external hyperlinks for the project and can group the links into categories.
  • Team members and users with project view rights can view and access hyperlinks for the project.
No changes
Project Details
  • The Project DETAILS page is accessible as a tab.
  • With project edit rights, you can edit the project banner color.
  • The fields and section layout is based on the associated blueprint configuration.
  • Some project fields are not available for configuration using blueprints and hence you do not see them on the project details page. For the complete list, see
    Clarity
    : Configure Blueprints for Projects and Investments
    .
No changes.
You can edit the project banner color only in
Clarity
.
Risks, Issues, and Changes
  • To see the tabs with data, users need additional view rights for risks, issues, and changes along with project rights. See
    Project and Portfolio Management Access Rights
    under
    Access Rights Reference
    for the complete list of required access rights.
No changes.
Project Staff
  • Define default allocation and allocation dates on the project Staff page.
  • Users with project edit access and booking rights to labor resources and roles can successfully add staff members (that is, resources, roles, and defined teams) to a project.
  • Project managers can either soft book or hard book staff members to a project depending on their booking rights.
  • When adding staff members to a project, the project manager can see all active resources and roles. However, if the project manager does not have the booking rights for a staff member, they cannot add the staff member to the project.
Unsupported Staff Attributes
Not all staff attributes that are supported in
Classic PPM
are available in the project staff grid. The following attributes are not available for configuration in the staff grid.
  • Allocation Cost
  • Booking Manager
  • Currency Code
  • Hard Allocation Cost
  • Hard Allocation Finish
  • Incident Actuals
  • Investment Name
  • Investment Type
  • Partition
Setup (for upgrades only)
Adding Resources to Staff (using Staffing or Project Staff tab)
  • When you add a resource to the project staff, the resource is added at the default allocation rate. Allocating using the default rate can cause the resource to be over-allocated. 
  • When you add a resource whose primary role is the same as an existing role on the staff, the resource is simply added. The allocation amount for the existing role already staffed is not reduced. 
No changes.
Adding Resources to Staff
  • When you add a resource to the project staff, you are alerted to select either over allocation or remaining allocation.
  • When you add a resource whose primary role is the same as an existing role on the staff, you are alerted that the role already exists. You can decide whether you want to replace the existing role with the new resource.
Replacing Staff Members (using project Staff tab)
  • Replace a role with another role, resource, or defined team
  • Replace a resource with another resource, role, or defined team
  • Replace a defined team with another defined team, resource, or role
Replacing staff members (using Staffing feature)
  • Replace a role with another role, resource, or defined team
The option to replace a resource or a defined team is not available in Staffing.
Note
: On both the project Staff tab and the Staffing feature, the role replacement action honors the project administration setting "Reassign Tasks when replacing Role". Complete or partial replacements occur based on the combination of access rights, administrative settings, or the existence of actuals.
The option to replace a role with another role is not available in
Classic PPM
.
Resource Manager
Capability
Clarity
Classic PPM
Access Rights for Resource Managers
When a staff team member is assigned a resource manager, the following access rights are auto-assigned to the resource manager over the team member:
  • Resource - Manager (Auto) (this includes both soft and hard booking rights for resources)
  • Resource - Edit Financial
  • Resource - Edit
To access the new Staffing (resource management) pages, the resource manager requires the following access rights assigned to them in
Classic PPM
:
  • Staffing - Navigate
  • Staffing - Plan - Navigate
  • Soft or hard booking rights for roles (for role replacement activities)
  • Investment (project and non-project) view or edit rights to add, edit, or remove team allocations
No changes
Timesheets: Review and Approval Access Rights
As a resource manager, you can review submitted timesheet details and either approve or return the timesheets for others. The options are available when you have the following timesheet approval access rights:
  • Timesheet – Navigate (Global) access right for reviewing and approving time.
  • Timesheets – Approve All (Global) or Resource – Approve Time (Instance) access rights. The access rights ensure that the resources for which you are the resource manager show up in the My Team list on the Review and Approval page.
To learn more about timesheets, see Clarity: Enter Hours and Submit a Timesheet
No changes.
You can review the details for open, returned, submitted, approved, and posted timesheets for other people. The options are available when you have Timesheet Approval access rights.
Managing Allocation
As a project coordinator, you can perform the following staffing activities for labor resources only
  • Staff investments and manage role requests
  • Use a Telescope Calendar to configure the resource management views by fiscal time periods
  • Use Conversations to collaborate with the resource manager in the context of the work
You can set up how notifications are received for Conversations on the Notifications page.
Resource booking rights and investment rights have NOT changed. You require the proper combination of rights to perform add, edit, and remove actions on allocations.
The Requisitions functionality has not changed.
Staffing Investments
As a resource manager, with sufficient access rights, you can also perform the same tasks as described for the Project Coordinator
No changes
Team Member
Capability
Clarity
Classic PPM
Access Rights  for Team Members
When a project manager adds staff members from the Conversations page using the STAFF panel or from the Tasks Board or List view, the following access rights are automatically assigned to the staff members:
  • Projects - Navigate (Global)
  • Project - View Tasks (Instance)
  • Project - Task Management (Instance)
    This right allows team members to add, edit, and delete task assignments.
  • Status Report - View - All (Global)
    This right allows team members to see all the status report instances for the project.
Automatic rights are not assigned to a staff member that is added through the replacement action. For example, if you have a role on the staff and you replace that role with a named resource, the rights are not automatically granted to the resource that is now on the team.
When you remove a staff member from a project, the instance rights that the system auto-assigned are removed. The global rights that were auto-assigned are not removed from the user because global rights can apply for other projects.
As a team member, before you can edit a Status Report, you need both
Project – Edit
and
Status Report – Edit
rights.
If you assign the team member to a project in
Classic PPM
, the automatic assignment of the combination of rights does not occur as it does in
Clarity
.
  • Assign the
    Project Management - Navigate
    access right to team members in
    Classic PPM
    to enable them to see the Projects option in the main menu.
  • If a team member is never added as a participant, assign the
    Project - View - Management
    access right to give them access to the project.
  • For team members to edit a Status Report in
    Clarity
    , assign both
    Project – Edit
    and
    Status Report – Edit
    access rights. In Classic, only
    Status Report – Edit
    was required.
Timesheets: Entry and Submission
As a team member, you enter time for your work only on My Timesheet. You can complete your timesheet, submit your timesheet, and can return unapproved timesheets. You can also adjust posted timesheets.
Prerequisites
Verify the following requirements for entering time and submitting timesheets:
  • You have either of the following access rights:
    • Timesheet – Navigate (Global) and Resource - Enter Time (Instance) for creating your own timesheet.
    • Timesheets - Edit All (Global) which includes access rights for creating your own timesheet.
  • The following options are set for you in
    Classic PPM
    (Home, Resource Management, Resources, Settings):
    • Track Mode = PPM
    • Open for Time Entry = Selected
    • Active status = Selected
Timesheet options
The following timesheets options are only applicable to
Clarity
:
  • Allow Entry of Line Item Totals. When the option is enabled, you can update the Totals column in a timesheet and the daily hours are updated and spread evenly based on the total value.
  • Display the Attestation Message on Submit. When the option is enabled, a confirmation message appears if you submit a timesheet. You can also define the confirmation message text in
    Classic PPM
    .
No changes.
  • You enter work for My Timesheet and on timesheets for other people when you have Time Entry access rights.
  • The following timesheets options are not applicable to
    Classic PPM
    :
    • Allow Entry of Line Item Totals
    • Display the Attestation Message on Submit
Tasks page
(available from the main menu in the left navigation panel)
View Tasks
To view your tasks using the Tasks menu option in the left navigation panel, you need the following access rights:
  • Tasks – Navigate (Global)
  • Project – View Tasks (Instance)
  • Project – View Base (Instance)
Edit Tasks
To edit your tasks using the Tasks menu option in the left navigation panel, you need the Project – Edit Assigned Tasks (Instance) access right along with the navigate and view rights.
The separate Tasks page is not available in
Classic PPM
. You access your tasks from the project Tasks tab.
Project Coordinator
Capability
Clarity
Classic PPM
Access Rights for Project Coordinators
To access the new Staffing (resource management) pages, the project coordinator requires the following access rights assigned to them in
Classic PPM
:
  • Staffing - Navigate and Staffing - Plan Navigate
  • <investment> - Edit (includes all investments, project or non-project)
  • Soft or hard booking rights on roles
  • Resource soft or hard booking rights are required for replacing role requests with named resources. Additionally, soft or hard booking rights to are required to view a resource on the Resource-To-Investments portlet.
No changes
Staffing Investments
As a project coordinator, you can perform the following staffing activities for labor resources only:
  • Staff investments and manage role requests
  • Use a Telescope Calendar to configure the resource management views by fiscal time periods
  • Use Conversations to collaborate with the resource manager in the context of the work
You can set up notifications for Conversations on the Notifications page.
Resource booking rights and investment rights have NOT changed. The proper combination of rights to perform add, edit and remove actions on allocations is the same between both areas.
Managing allocations
As a project coordinator with sufficient access rights, you can also perform the same tasks as described for the Resource Manager.
Financial Manager
Capability
Clarity
Classic PPM
Access Rights for Financial Managers
To access the new Financials page for a project, the financial manager requires the following access rights assigned to them in
Classic PPM
:
  • Project - Edit
  • Project Management - Navigate
  • Projects - Navigate
  • Project - Cost Plan – Edit
  • Projects - Budget Plan - Edit
  • Projects - Benefit Plan - Edit
  • To view the list of cost plans, budget plans, and benefit plans, you need anyone or both of the listed access rights.
  • To learn more about Clarity financials, see Clarity: Manage Financial Plans Using the New Financials Module.
No changes
Portfolio Manager
Capability
Clarity
Classic PPM
Access Rights for Portfolio Managers
To access the new roadmapping features, portfolio managers require one or more roadmap access rights assigned to them in
Classic PPM
.
  • Roadmap - Create
  • Roadmap - Edit - All
  • Roadmap - Navigate
  • Roadmap - View - All
Not Applicable
Roadmaps
As a portfolio manager, create and manage roadmaps to more efficiently plan for the future of your business.
Layouts
Use the following layouts to group and arrange your roadmap items:
  • Timeline layout
  • Board layout
  • Grid layout
  • Roadmaps are not available to the end-users. However, the Roadmap and Roadmap Item objects are available in Studio for limited administration.
  • Roadmaps in
    Clarity
    are not associated with Portfolios in
    Classic PPM
    .
Hierarchies
To access the new hierarchies feature, portfolio managers require the following access rights:
  • Hierarchy – Navigate
  • Hierarchy – Create
  • Hierarchy – Edit
  • Hierarchy - Manage Metrics
You can use Hierarchies in Clarity to create one or more hierarchies and define the relationship between various investments.
Not Applicable
Do not enter values inside angle brackets in data fields in
Classic PPM
or
Clarity
. For example, avoid typing <abc> or <value1> using angle brackets for placeholder text. The coupled angle brackets are not a supported special character combination and can produce unexpected results.