Clarity: Create and Edit Hierarchies

ccppmop1593
HID_hierarchies
Rhonda is a product manager. Her primary responsibility is to ensure she understands the market her products serve and ensure her products add value.  She is a part of the investment management function, and some of her key responsibilities include:
  • Defining the strategy of the products
  • Ensure products align with the corporate strategy while delivering value in the marketplace
  • Prioritizing the marquee features (epics) and work with customers to ensure the product is delivering value for them
Unlike a typical product manager, her work does not begin when teams start developing products.  Also, her work does not end when the product is ready to be released to the market. Some key activities she conducts include a marketing launch event, a product enablement event, and a customer engagement and adoption event.
At any point in time, Rhonda has teams working on some of the following areas:
  • Delivering projects on time and on budget.
  • New ideas where some team members are evaluating various possibilities that could help develop the future roadmap for the product.
  • Analyze investments that are more significant strategic initiatives that will help drive product adoption and sales in the marketplace.
Rhonda spends a lot of time tracking all these projects, ideas, and custom investments and uses a spreadsheet to track the relationship between them. This is a time-consuming and error-prone activity. It becomes challenging for her to track the exact state of her investment at any point in time.
She can now use Hierarchies in
Clarity
to create one or more hierarchies and define the relationship between various investments. Each hierarchy includes a tree with multiple cards. She can then establish a parent-child relationship between cards to help her stakeholders understand the dynamics of her products.
Stakeholder
Agenda
Strategic Manager
Responsible for the development and oversight of the business's corporate strategies in order to support growth objectives while strengthening the business core to develop and maintain a competitive advantage.
Product Line Manager
Maintains a portfolio of all the products and product lines built by the company and responsible for creating, tracking, and monitoring all the products within all the existing product lines of a company.
Cross-Functional Manager
There are many cross-organizational initiatives and those stakeholders need visibility into the work being delivered for them. They are not responsible for the engineering delivery, but they are responsible for ensuring all the initiatives are completed on time.
Program Manager
Act as a coordinator for an organization's projects. They supervise and organize activities and ensure that project goals align with the company's objectives.
Some key points you need to remember while using the Hierarchies are:
  • In this release, an Investment Hierarchy is limited to a maximum of 500 cards.
  • Saved views defined at the investment level (e.g., Project, Idea, and Custom Investment Type), are available on the multi-select add grid when importing those investment types.
  • If Projects, Ideas, or Custom Investments are deleted by using the Delete Investment Job, the investment types will automatically be removed from the Hierarchies.
In this release of
Clarity
, you can add investments (ideas, projects, and custom investments) as cards to a hierarchy. 
GT
Free
Clarity
Training on Broadcom Academy
  • You can attend FREE
    Clarity
    training by registering at Broadcom Academy.
    Univ
  • The
    Clarity
    : Digital Product Management
    training highlights how you can leverage
    Clarity
    to transform from projects to products.
  • You can log into Broadcom Academy with your existing Broadcom credentials. If you don't have Broadcom credentials, simply provide your official email address and get started with your training.
2
Pre-Requisites
You need a subset of the following access rights to interact with hierarchies in this release of
Clarity
depending on your role and requirement:
  • Hierarchy – Navigate: Allows you to view the Hierarchy menu item in
    Clarity
    .
  • Hierarchy – Create: Allows you to create a hierarchy in
    Clarity
    .
  • Hierarchy – Edit – All (Global): Allows you to edit all the hierarchies associated with the hierarchy object instance
  • Hierarchy – Edit: Allows you to create, read, update, and delete cards in a specific hierarchy.
  • Hierarchy – View All  (Global):
    • Allows you to view all the hierarchies associated with the hierarchy object instance
    • Allows you view access to all the cards of a tree in a hierarchy even if you do not view access to individual investments that are added as cards
  • Hierarchy – Delete – All (Global): Allows you to delete all the hierarchies associated with the hierarchy object instance
  • Hierarchy – Delete – Allows you to delete a specific hierarchy.
  • Hierarchy - Manage Metrics - Allows you to create, view, and delete custom metrics
  • If you want to import investments into the hierarchy, you will need the Investment - Navigate right and view access to the investments that you want to import.
  • Hierarchies support global, instance, and OBS security rights.
Manage Hierarchies using the Grid Layout
You can click the Hierarchies icon in the main menu to open the Hierarchies page. This page displays the list of hierarchies for which you have been provided access. Some key actions you can perform on this page are:
  • Create a new hierarchy
  • Use the column picker to add fields to the grid
  • Use the Filter option to identify appropriate hierarchies
  • Use the View button to save and load views
  • Use the Export option to export a list of hierarchies displayed on your page
  • Use the DETAILS panel to review details associated with hierarchies
The filter, export, views, and DETAILS capabilities are a part of the standard grid functionality in
Clarity
. Please see Common Components to learn more about these capabilities.
Example
: In our example, Rhonda and her stakeholders can use the Hierarchies page to view all the hierarchies in their organization.
Configure Cards Associated with Hierarchy Trees
GT
Consider a scenario, where you want a few stakeholders to view all the hierarchies in
Clarity
. You can assign them the Hierarchy – Navigate and Hierarchy – View All access rights. Your stakeholders can now see the Hierarchy icon in
Clarity
. They can drill into the various hierarchies and view the investments that have been added as cards. The stakeholders cannot see the IMPORT button that is to add additional investments to the hierarchy since they have only view rights.
The stakeholders can also customize the cards by using View Options. They can perform the following actions:
  •   Determine the color of cards for the entire tree
  •   Select the card title, card fields, and card metrics for various investment types
  •   Create and manage custom metrics for the hierarchy.
Set the Color of Investment Cards
You can select the custom or stock lookup attributes associated with the abstract investment object or the concrete investment object (project, ideas, custom investments) that are available in your hierarchy. You can select different COLOR BY options for different investments.
GT
Follow these steps:
  1. In the main menu, click
    Hierarchies
    . The Hierarchies page is displayed.
  2. Select the hierarchy you want to open. You will see the hierarchy tree structure and the investments that have been added as cards.
    You don’t need to have view access for the investments that have been added as cards to see them in the hierarchy workspace. However, you will only be able to click and drill down into investments for which you have appropriate access rights.
  3. Click
    View Options
    .
  4. Under TREE OPTIONS select the attribute that you want the board to use for the color of each card.
  5. The Hierarchies page is refreshed, and the color associated with your attribute would be applied.
  6. When you are finished customizing the cards, close the CARD OPTIONS window.
Select the Fields to be Displayed on Cards
You can select the various custom or stock attributes that can be displayed as the card title, card fields, and card metrics for specific investment types.
Clarity
allows you to select different attributes for different investment types.
In our example, Rhonda can decide that she wants to see Planned Cost and Planned ROI for ideas and Planned Cost and Actuals for projects.
Follow these steps:
  1. In the main menu, click
    Hierarchies
    . The Hierarchies page is displayed.
  2. Select the hierarchy you want to open. You will see the hierarchy tree structure and the investments that have been added as cards.
    You don’t need to have view access for the investments that have been added as cards to see them in the hierarchy workspace. However, you will only be able to click and drill down into investments for which you have appropriate access rights.
  3. Click
    View Options
    .
  4. Under CARD OPTIONS navigate to the relevant investment type (Idea, Project, or Custom Investment) and select the following options:
    1. CARD TITLE: Select a string attribute to appear at the top to identify each card. If your investment has a long name,
      Clarity
      will wrap the title to display the name properly. The level of zoom will determine the portion of the title displayed.
    2. CARD FIELDS: Select up to four (4) attributes to appear on the face of each card in the order selected.
    3. CARD METRICS: Select up to three (3) attributes to appear along the bottom of each card to convey meaningful status information or metrics.
  5. When you are finished customizing the cards, close the CARD OPTIONS window.
Each custom investment appears as a separate investment type in the View Options window. You have the flexibility to select relevant fields for each custom investment based on your business needs.
Create and Manage Custom Metrics
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
allows you to roll up hierarchy card metrics using either an aggregation or calculation method. Hierarchies include a capability to define Aggregation or Calculation metrics. 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.
You will be able to create or delete custom metrics only when you have the Hierarchy - Manage Metrics global right. If you don’t have this access right, you will see an error message when you try to access the MANAGE METRICS dialog.
If you created a custom metric for a hierarchy that includes specific investment objects the metrics will only be available in other hierarchies that include the same investment objects. For example, where you create a custom metric for hierarchy that includes custom investments and projects. This metric will not be available in a hierarchy that includes only ideas. 
When you create custom metrics, they are also available in:
  • Hierarchical category in the filter on the Cross-Object Grid
  • Column picker under the Hierarchical category in the Cross-Object grid
Example: Rhonda manages a portfolio of security products for her organization. She has already added them to a hierarchy and created a tree structure that represents the relationship between investments. She wants to monitor the health of her program in realtime and has two key objectives:
  • She wants to quickly look at the total planned cost of the program, which includes multiple projects and ideas.
  • She has multiple ideas that contribute to the program. Numerous smaller ideas contribute to a large idea, which then contributes to the success of the program. She wants to keep a close watch on the Total Expected Profit for ideas. The Total Expected Profit is calculated by subtracting the Total Cost from the Total Benefit.
Rhonda can use the aggregation metrics and calculation metrics to achieve her goal. The custom metrics she creates will be available across hierarchies that include the same investment types.
Working with Aggregation Metrics
Aggregation metrics roll up within the entire hierarchy across all investments.
GT
Follow these steps:
  1. In the main menu, click
    Hierarchies
    . The Hierarchies page is displayed.
  2. Select the hierarchy you want to open. You can see the hierarchy tree structure and the investments that have been added as cards.
  3. Under VIEW OPTIONS, select
    Manage Metrics
    .
  4. Below the AGGREGATION tab, select
    New Metric
    and enter the name of the metric. In our scenario, we can call it Total Planned Cost.
  5. In the METRIC BASED ON field, select the relevant attribute. In our scenario, we can select the Planned Cost attribute.
  6. In the AGGREGATION SCOPE field, select between the
    Children Only
    and
    Self and Children
    options.
    • If you chose the Self and Children option,
      Clarity
      would add the value of the selected attribute of the investment to the rolled-up sum of all children and display it. In our scenario,
      Clarity
      rolls up the planned cost for all children associated with an investment and add it to the planned cost of the investment.
    • If you choose the Children Only option,
      Clarity
      only displays the rolled-up sum of the selected attribute. In our scenario,
      Clarity
      rolls up the planned cost for all children associated with an investment and displays it.
  7. Click the
    Create
    button.
  8. Open View Options and, under the relevant investment, add your aggregated metric to the card by using the
    CARD METRICS
    list.
  9. The cards are refreshed, and you can see your aggregated metric on the card.
In our scenario, Rhonda can see the Total Planned cost for the whole program and rolled-up costs for individual parent segments.
Working with Calculation Metrics
Calculation Metrics perform basic mathematical operations on stock attributes, custom attributes, and aggregation metrics and display the value on a hierarchy card.
GT
Follow these steps:
  1. In the main menu, click
    Hierarchies
    . The Hierarchies page is displayed.
  2. Select the hierarchy you want to open. You can see the hierarchy tree structure and the investments that have been added as cards.
  3. Under CARD OPTIONS, select
    Manage Metrics
    .
  4. Under the CALCULATION tab, select
    New Metric
    and enter the of the metric. In our scenario, we can call it Total Expected Profit.
  5. In the
    METRIC ONE
    list, select the first attribute relevant for the calculation. In our scenario, we can select the Total Benefit aggregation metric. This metric sums up the benefit associated with all investments.
  6. n the
    OPERATOR
    list, select the relevant operator. In our scenario, we can select the Subtract attribute.
  7. In the
    METRIC TWO
    list, select the second attribute relevant for the calculation. In our scenario, we can select the Total Planned Cost aggregation metric. This metric sums up the total planned cost associated with all ideas.
  8.   Click the
    Create
    button.
  9. Open Card Options and, under the relevant investment, add your calculated metric to the card by using the
    CARD METRICS
    list. In our scenario, Rhonda can add the Total Profit calculated metric to ideas in the hierarchy.
  10.   The cards are refreshed, and you can see your aggregated metric on the screen.
In our scenario, Rhonda can see the Total Profit for all ideas and each individual idea. She can use this data to make relevant decisions.
Consider a scenario where you create an aggregation metric based on stock or custom metrics associated with the Ideas object. You can display this calculation metric on all the investment cards in the hierarchy. However, since the aggregation metric is only associated with Ideas, it will not display any value on the Project and Custom Investments cards.  Hence, when you create an aggregation or calculation metric, based on stock or custom attributes associated with a concrete investment object (project, idea, custom investments), the custom metric can be displayed on all investment cards. However, the metric will show relevant values only on cards associated with the relevant concrete investment object.
Some key points to remember when working with aggregation and calculation metrics are:
  • 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 and view the existing definition but not edit 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 PPM
    .
  • Field-level security (FLS) is not applied to aggregation or calculation metrics.
  • 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.
  • Classic PPM
    includes Studio aggregated and calculated attributes. The Hierarchy aggregation and calculation metrics is a new functionality that is only applicable to
    Clarity
    . Review the following table to understand the difference between these metrics.
Area
Hierarchy Aggregation and Calculation Metrics (New)
Studio Aggregated & Calculated attributes
Configuration
End-users (simple calculations)
Administrators in Studio (Simple and Complex Calculations)
Methods Supported
Aggregation metrics: Sum
Calculation metrics: Add, Subtract, Multiply, Divide*
* If
Clarity
identifies a division by zero condition, it will set the divisor equal to 1.
Calculated: Add, Average, Absolute, DateDiff, Divide, Max, Min, Multiply, Percentage, Power, Round, Sqrt, Subtract, Sum, Trunc
Aggregated: Average, Count, Min, Max, Sum
Data Types Supported
Number, Money, Integer, Studio Calculated
Other Aggregation Metrics (Calculation Metrics Only)
Number, Money, Integer, Date, String
Cannot create Studio calculated or aggregated calculated attribute against an aggregation and calculation metric.
Availability
Clarity
– Visible across all hierarchy instances
Classic PPM
and 
Clarity
  • When you save a view after configuring cards,
    Clarity
    saves the card title, card fields, and card metrics for the saved view.
  • The linking of cards and what cards are deleted or visible in the workspace does not impact the saved view. For example, if you delete a link or a card, it does not trigger an unsaved view.
Create a Hierarchy
Consider a scenario where you want to create a new hierarchy. You need to have the Hierarchy – Create access right to create a new hierarchy.
Follow these steps
:
  1. In the main menu, click
    Hierarchies
    . The Hierarchies page is displayed.
  2. Click the (+) plus icon to add a new hierarchy to the Idea grid. You can also right-click in the grid and select Insert Row Below
  3. Enter the hierarchy name and hierarchy ID to create a new hierarchy.
If you create a hierarchy instance, you will automatically be granted edit and delete permissions to that hierarchy instance.
Adding Investments as Cards to the Hierarchy Workspace
Consider a scenario where you want to edit a hierarchy. You should have the Hierarchy – Edit – All (Global) or the Hierarchy Edit access right. You can then use the IMPORT button to add investments (projects, ideas, and custom investments) to the hierarchy workspace.
Here are a few essential rules to remember when you use the IMPORT button to import investments to the hierarchy workspace:
  1. You need to have at least the <investment> - navigate right to ensure that the investment is visible in the INVESTMENT TYPE drop-down list when you click the IMPORT button. Example: If you want to add Ideas to Hierarchies workspace, you should have Ideas – Navigate access right. You can then see Ideas in the INVESTMENT TYPE drop-down list.
  2. After you have the <investment> - navigate right, you will only be able to view and add investments for which you have <investment> - view or higher access rights. Example: If you have the ideas-navigate access right but don’t have view privileges to any idea, you will see the Ideas in the INVESTMENT TYPE drop-down list. However, you will not see any ideas on the Select Hierarchy Investments page.
  3. You can only add investments to the hierarchy workspace when you have the <investment> - navigate access right and have at least view access to the investments.
Follow these steps:
  1. In the main menu, click
    Hierarchies
    . The Hierarchies page is displayed.
  2. Select the hierarchy you want to open. You will see the hierarchy workspace.
  3. Click
    IMPORT
    and select the investment type. All custom investments will be available as separate options.
  4. When you select an investment type, and
    Clarity
    loads it in the Select From "Investment" page. This page has the Investment grid.
  5. You can now perform the following actions:
    1. Click
      SELECT ALL
      to select all the investments on the page.
    2. Use the Grid capabilities such as the Filters, Views, Details panel, and Search to identify relevant investments.
    3. Use the multi-select capability to select multiple investments.
    4. Use the
      DESELECT ALL
      option to clear all your selections
  6. Use the
    ADD
    button to add all your selections to the hierarchy workspace. These investments are now available as cards.
  7. You can click the card title or double-click the card to navigate to the linked investment workspace. You can click the hierarchy name to navigate back to the hierarchy workspace.
  8. If you want to import children for existing investment cards, right-click the parent and select Import Children to open the Import window import investments.
  9. If you want to auto-populate children associated with the investment by using the Auto-Import Children option. When you use the Auto-Import Children option, consider the following points
    • You have to import at least one investment manually for using the Auto-Import Children option.
    • You have to delete the child investments manually.
    • The Auto-Import Children option of an investment does not use the investment hierarchy defined in Classic PPM.
    • The Parent field does not prevent you from defining a cyclic relationship. The Auto-Import Children option will import the child investment based on the parent imported by you.
  • In this release of
    Clarity
    , you can add a maximum of 500 investments to the hierarchy workspace.
  • You cannot add the same investment more than once to the hierarchy workspace.
  • If your investment has a long name,
    Clarity
    will wrap the title to display the name properly. The level of zoom will determine the portion of the title displayed.
Example
: Rhonda can import multiple projects, ideas, and custom investments that help her deliver her product into the hierarchy workspace as cards.
Linking Cards in the Hierarchy Workspace
When you want to create a link between cards in your hierarchy, select the child, and drag it across to the parent to create a relationship between them. The tree will refresh every time you add or remove a link or an investment.
Follow these steps:
  1. In the main menu, click
    Hierarchies
    . The Hierarchies page is displayed.
  2. Select the hierarchy you want to open. You will see the hierarchy workspace.
  3. Hover over the child card, right-click, and drag your mouse to the parent card. You have now established a parent-child relationship between two investments. You can follow the same process to develop parent-child relationships between all your investments in the hierarchy workspace. The hierarchy tree is automatically updated when you update it.
  4. If you want to delete a link between cards, select the link and press the DELETE key. The card will not be a part of the tree and will be available on the Hierarchy workspace. If you remove a card that has children, the children will move up one level.
  5. If you select a card and press DELETE, it will be removed from the hierarchy workspace.
Example
: Rhonda can start creating relationships between her projects, ideas, and investments. She can add and link ideas that help her streamline the product adoption activities to the product adoption project. Similarly, she can link other projects, ideas, and investments until she has a tree where stakeholders can see how these investments are dependent on each other to create products that are released to the market.
Navigating Across Cards of a Tree
When you add hundreds of investments as cards and create parent-child relationships between them. However, it can be challenging to navigate to specific sections of the tree. In such scenarios, you can expand the Overview tab and move the blue rectangle to navigate to different areas of the hierarchy workspace. You can also move your mouse to the small square at the bottom right corner of the rectangle to zoom in or out of the workspace. You can also use the following options to navigate across cards of a hierarchy tree.
Expand/Collapse Icon on Bottom of Investment Cards
Investment cards with children will now display an Expand/Collapse icon at the bottom. The Collapse icon is displayed when the children are displayed. The Expand icon is displayed when children are hidden. No icon is displayed if a card does not have a child. When you collapse a card’s child, all the levels below it will automatically collapse.
Right-click Context Menu on Cards
You can now right mouse click on investment cards to view a context-sensitive menu. You can use this context-sensitive to:
  • Import children
  • Hide Children
  • Show Children
  • Hide Parent
  • Expand All
Import
The Menu options will depend on the following factors:
  • Card has children
  • Card has parents
  • Any card’s child is hidden (not just the selected card)
  • The option to delete a card and import children are always displayed in the menu.
Analyze Investments by Using the Cross-Object Investment Grid
A new read-only grid layout also referred to as the cross-object grid, has been added to hierarchies. The grid displays all the investments (projects, ideas, and custom investments) that are a part of your hierarchy. You can use the grid to review attributes that are common across all investments or specific to individual investments. Let’s consider an example where the grid includes multiple projects, ideas, and custom investments.
  • Attributes such as Budgeted Cost and Planned Benefit, which are common across all these investment types, are displayed under the Common Investment section.
  • Attributes such as Objective and Sponsor are only associated with the custom investment are displayed under the relevant investment.
  • Attributes such as Parent, Level, and Custom Metrics (Calculated and Aggregated) are under the Hierarchical section.
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 attributes under their investment type. All the attributes that are common across investment types are available under Common Investment. Attributes that are specific to various investments are available under the respective investments. 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 investment by using the DETAILS panel
    You can view more information about an investment 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.
    Clarity
    will append the attribute label’s investment type when you add attributes associated with specific investments in the DETAILS panel. To learn more about using the DETAILS panel in the grid, see Common Components.
  • Analyze investments by using the Filter and Search options
    You can use the Search and the Filter options to identify various investments 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 if they have shared it
    • 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. If data is grouped based on specific investment type data, then other investment type instance will be listed under “None”. The attribute columns can be moved around within their own investment type. Example: You can group all the investments by levels to see the aggregated metrics for each level.
  • 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.
Some of the limitations of using the cross-object investment grid are:
  • Attributes on the Financial Properties and Project Financial Properties abstract object will not be available on the cross-object investment grid.
  • There is no option to import investments into a hierarchy using the cross-object investment grid.
  • There is no option to mark an investment as a favorite by using the Starred attribute.
  • The Attachment, Calculated, Aggregated and Formula datatypes are not supported in the cross-object investment grid.
  • The following data types are allowed in the cross-object grid:
    • Boolean
    • Studio Calculated
    • Date
    • Lookup
      • Static
      • Dynamic
      • Multi-value
    • Large String
    • Rich Text
    • Money
    • Number
    • String
    • URL
Working with Risks, Issues, and Changes
The risks, issues, and changes modules are now available with Hierarchies. You can open these modules to view risks, issues, and change requests associated with all the investments included in your hierarchy. You can now analyze them based on your requirements and work with individual owners to ensure they address them. Some of the key actions you can perform on this grid are:
  • Analyze the risks by using the filtering and group-by capabilities of the cross-object common grid. Remember that the Risks, Issues, and Changes grids are read-only grids. Hence, you can analyze the risks, issues, and changes, but you cannot update them.
  • Update risks, issues, and changes by using the Details panel.
Follow these steps:
  1. In the main menu, click
    Hierarchies
    . The Hierarchies page is displayed.
  2. Select the hierarchy you want to open. You will see the hierarchy workspace.
  3. Select the Risks, Issues, or Changes module depending on your requirement.
  4. Use the column panel to add relevant attributes to the grid.
  5. Use the Filter and Group By capabilities to analyze the data based on your business requirements.
  6. Use the Details panel to update the risks, issues, and changes.
To learn more about working with risks, issues, and changes see, Clarity: Manage Risks, Issues, and Changes for Projects.
The column panel includes a few fields associated with the investment and all the fields associated with the Risks, Issues, or Changes objects. To learn more about leveraging the various options on the grid, see Common Grids.
Working with Visual Widgets in the Risk, Issues, and Changes Modules
Linked
You can quickly review and summarize the health of your investments by reviewing the various visual widgets available on the Risk, Issues, and Changes (RIC) modules in hierarchies. When you navigate to the modules, click the Add Widgets button to add or remove widgets to the module. In this release of Clarity, the following types of widgets are available for the Risks Issues and Changes modules.
  • Progress Ring
  • Number Tile
  • Bar
  • Pie
You can click the
Add Widget
button and select the widgets that would be available on the page. After adding the widget, you can use the
Filter Widgets
button to decide if the filters you have selected for the grid will be applied to the widgets.
Some of the widgets available for these modules are given below. You can view a comprehensive list of widgets by clicking the Add Widget button.
Widget Name
Type
Module
Description
Above Threshold
Progress Ring
Risks
Displays the percentage of risks that are above the threshold
Risks/Issues/Changes Total
Progress Ring
Risk, Issues, Changes
Count on the number of Risks, Issues, Changes
Risks/Issues/Changes Overdue
Progress Ring
Risk, Issues, Changes
Shows a count of all RICs meeting the following criterion: Target Resolution Date < TODAY and (Status != Resolved OR Status != Closed)
Count by Owners (Risks/Issues/Changes)
Bar
Risk, Issues, Changes
Top three owners for Risks, Issues, Changes
Count by Category Type
Bar
Risk, Issues, Changes
Top three Category types for Risks, Issues, Changes
Priority
Pie
Risk, Issues, Changes
Pie chart showing the breakdown of the low, medium, and high priority for Risks, Issues, Changes
Status
Pie
Risk, Issues, Changes
Pie chart showing the breakdown of Open, Work in Progress, Resolved, Close statuses for Risks, Issues, Changes
  • When you update Risks, Issues, and Changes by using the Details panel the widgets would be automatically updated based on your changes.
  • You can drag and drop widgets on the ribbon to arrange them based on your preference.
  • When you save a view, then your widget preferences are also saved.
  • You can configure the color in the pie chart and bar widgets by configuring the attribute display mapping. Colors for the other widgets cannot be configured.
  • You can click pie charts and progress rings to switch from percentage to count and vice versa.
Follow these steps:
  1. In the main menu, click
    Hierarchies
    . The Hierarchies page is displayed.
  2. Select the hierarchy you want to open. You can see the hierarchy tree structure and the investments that have been added as cards.
  3. Select the
    Risks
    ,
    Issues
    , or
    Changes
    modules.
  4. Click
    Show Widgets
    to display the widgets ribbon.
  5. Click
    Add Widgets
    and click
    Add
    to add the relevant widgets to the widgets ribbon.
  6. Use the
    Filter Widgets
    button to determine if the filters you have selected for the grid will be applied to the widgets.
  7. Click the pie charts and progress bars to switch from percentage to count and vice versa.
Field Level Security in Hierarchies
Import
You now have the following capabilities while using field-level security with hierarchies.
  1. Field-level security is now applicable in hierarchies.
  2. You can now secure fields associated with the hierarchy object by using the Field Level Security grid.
  3. You can secure attributes such as Planned Cost associated with the abstract financial object. Since this attribute is that shared between the abstract financial object and concrete investment object (project, idea, custom investments), you need to:
    • Secure it as the abstract investment object level (Investment Abstract object and Financial Abstract object)
    • Secure it for individual concrete investment objects
    If you secure Planned Cost for the abstract financial object and projects but don't secure it for ideas, you will see the planned cost for ideas in the cross-object grid.
Export Hierarchies as a PDF File
You can select a hierarchy and export the complete hierarchy tree to a PDF file.
Follow these steps:
  1. In the main menu, click
    Hierarchies
    . The Hierarchies page is displayed.
  2. Select the hierarchy you want to open. You can see the hierarchy tree structure and the investments that have been added as cards.
  3. Click the
    Export to PDF
    button to save your hierarchy as a PDF file.
  • Clarity
    does not support the PDF export for double-byte languages in this release.
  • Clarity
    does not support PDF for languages such as French that use spaces as delimiters.