Clarity: Create and Edit Hierarchies

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HID_newux_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
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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.
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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.
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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 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.
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.
Working with Configurable Widgets
The following video demonstrates how to work with configurable widgets.

You can review and summarize the health of an investment by using a series of configurable visual widgets. In this release, the following widgets are available:
  • Number Tile
  • Pie
  • Bar
  • Progress Ring
Linked
Some of the key actions you can perform with widgets are:
  • Use the Show Widgets button to display the widgets toolbar.
  • Use the Add Widgets dialog box to add existing widgets from the My Widgets section and the Widget library.
  • Create a New Widget from the Add Widgets dialog box.
If you have the Widgets - Manage Widget Library access right, you can:
  • Add your widgets to the Widget library so that other users can leverage them
  • Edit existing widgets to update the widget definition and filter criterion
  • Move a widget from the Widget library to the My Widgets section
In this release, the widgets are available in Hierarchies, To Do’s, and Custom Objects.
Types of Widgets Supported in Clarity
You can create the following widgets in this release. Each widget supports distinct operations such as Count, Sum, and Average. You can also specify the color of the widget and select the relevant display format (number or percentage).
  • Number Tile Widget: Displays a specific number based on the widget definition and filter criterion.
  • Pie Widget: Displays a pie chart based on the widget definition and filter criterion. You can then select the relevant field in the Group By drop-down list and the Aggregation Type attribute. You will see the top three results or the bottom three results (determined by the Sort Order option) in distinct areas and the remaining results would be grouped in the Other category.
  • Bar Widget: Displays a bar graph based on the widget definition and filter criterion. You can then select the relevant field in the Group By drop-down list and the Aggregation Type attribute. You will see the top three results or the bottom three results (determined by the Sort Order option) in distinct areas and the remaining results would be grouped in the Other category.
  • Progress Ring Widget: Displays a ring with a number based on the widget definition and filter criterion.
When you are using the Sum or Average operation, you can only select numeric attributes aggregated when you use the Group By mode on the grid.
Aggregation Types Supported While Creating Widgets
When you configure a widget, you can use the following operations. One or more of these operations will be available depending on the type of widget you create.
  • Count - Provides you a count of the number of occurrences where records meet your widget definition and filter criterion. Example: You want to see the number of projects associated with a particular portfolio manager.
  • Sum: Provides you the sum of the values for the selected attribute. The actual results depend on your widget definition and filter criterion. When you create a Pie or a Bar widget, you need to first select the relevant Group By attribute and then select the attribute that needs to be totaled. Example: You want to see the total planned cost for the top three portfolio managers whose investments are included in the hierarchy. In this scenario, you will select Manager in the Group By drop-down list and Planned Cost in the Sum drop-down list.
  • Average: Provides you the average of the non-null values for the selected attribute. The actual results depend on your widget definition and filter criterion. When you create a Pie or a Bar widget, you need to first select the relevant Group By attribute and then select the attribute that needs to be averaged. Example: You want to see the average planned cost for the top three portfolio managers whose investments are included in the hierarchy. In this scenario, you will select Manager in the Group By drop-down list and Planned Cost in the Average drop-down list.
When you are using the Sum or Average operation, you can only select numeric attributes that are aggregated when you use the Group By mode on the grid.
Create A Widget
You can use the Add Widgets dialog to create a new widget. You don’t need any additional access rights to create a widget. If you have View access to the relevant grid that supports widgets, you can create a configurable widget.
Follow these steps:
  1. In Clarity, navigate to the grid that supports widgets.
  2. Click
    Show Widgets
    to display the Widgets toolbar.
  3. Click
    Add Widgets
    to open the
    Add Widget
    dialog box.
  4. Click
    New Widget
    to open the
    New Widget
    window.
  5. Select a widget type and select
    Next
    .
  6. Enter the following details. Some of the fields will vary depending on your widget type and operation selected in the Type field.
    • Title - Enter the name of the widget
    • Color - Display the color of the widget
      If Classic PPM display mappings colors are defined on the selected attribute, the display mappings colors will override the "Color" pulldown on the widget definition
    • Type - Select the relevant mathematical operation
    • Format - Select if you want to display the actual number or the percentage
    • Group By - Select the attribute that defines your primary criterion for widgets
    • Sum/Average - Select the attribute that will be totaled or averaged
    • Sort order - Select the ascending or descending sort order
    • Only Include items where - Select the filter criterion for the widget
    • In Widget Library - Add your widget to the Widget library if you have appropriate permissions.
  7. Click
    Create
    to create your widget.
Adding Widgets to the Grid
You can add widgets from the My Widgets and the Widget Library section to the grid. Follow these steps:
  1. In Clarity, navigate to the grid that supports widgets.
  2. Click
    Show Widgets
    to display the Widgets toolbar.
  3. Click
    Add Widgets
    to open the Add Widget dialog box.
  4. In the My Widgets or Widget Library sections, click
    Add
    to add the widget to the grid.
Editing Widgets
You can edit the widgets you have created by using the Add Widgets dialog box. If you have the Widgets - Manage Widget Library access right, you can edit widgets included in the Widget library.
Follow these steps:
  1. In Clarity, navigate to the grid that supports widgets.
  2. Click
    Show Widgets
    to display the Widgets toolbar.
  3. Click
    Add Widgets
    to open the Add Widget dialog box.
  4. In the My Widgets or Widget Library sections, click Edit to edit a particular widget.
  5. You can update the following details:
    • Title - Update the name of the widget
    • Color - Update the color of the widget
    • Type - Select the relevant mathematical operation
    • Format - Select if you want to display the actual number or the percentage
    • Group By - Select the attribute that defines your primary criterion for widgets
    • Sum/Average - Select the attribute that will be totaled or averaged
    • Sort order - Select the ascending or descending sort order
    • Only Include items where - Select the filter criterion for the widget
    • In Widget Library - Add or remove your widget to the Widget library if you have appropriate permissions
Deleting Widgets
You can delete widgets that are available in the My Widgets section by editing the widget and clicking the Delete button. If the widget is a part of the Widget library, you need to edit it, clear the In Widget Library checkbox. The widget would then be available My Widgets section where you can delete it.
Follow these steps:
  1. In Clarity, navigate to the grid that supports widgets.
  2. Click
    Show Widgets
    to display the Widgets toolbar.
  3. Click
    Add Widgets
    to open the Add Widget dialog box.
  4. In the My Widgets section, click
    Edit
    to edit a particular widget.
  5. Click
    Delete
    to delete the widget.
Some key points to remember are:
  • If you create widgets that are only available in your library and include it as a part of a shared saved view, those widgets will be visible to other users.
  • If you delete widgets available in the Saved View for other users, Clarity will remove the widgets at run time when users access the view.
  • You cannot delete a widget you created if it becomes a part of the widget library.
  • The widgets support aggregation and Calculation metrics for hierarchies.
  • The TSV, Attachment, URL, Large String, and RTF attributes are not available widgets.
  • If you delete a custom attribute that is used in the widget, Clarity will delete the widget.
  • The existing out-of-the-box widgets for Hierarchies and To Do’s will be automatically moved to the widget library of the administrator. They would need the Widgets - Manage Widget Library access right to edit these widgets.
  • You can add a maximum of 10 widgets to the widget ribbon.
  • The widget does not support multi-currency.
  • The widgets don’t accurately display negative values in this release. You may see incorrect data if you use attributes that may include negative values.
  • If you share a view that includes a widget, other users will not be able to remove the widget from the saved view even if they create a copy of the saved view.
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.
You can use custom investments to articulate your corporate strategy, objectives, and investment plans in your preferred language and not be limited by options offered by a planning tool. Only users with administration rights can create a custom investment. When you create a new custom investment, Clarity automatically creates an associated blueprint and creates the appropriate access rights.
You can create custom investment items if you have the Custom Investment - Create access right. If you have the Custom Investment - Create from Template access right, you can use the New from Template button to create a custom investment item.
To learn more about custom investments, see Create and Edit Custom Investments.
You can now use Hierarchies in Clarity to define the relationship between various investments. Each hierarchy includes a tree with multiple cards. You can establish a parent-child relationship between cards to help her stakeholders understand the dynamics of her products.
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.
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.
To learn more about hierarchies, see Working with Hierarchies.
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