clarity ppm version differences...clarity ppm version differences updated with release version...

18
1 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. | Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. Clarity PPM Version Differences Updated with release version 15.7.1 Dec. 16, 2019 Don’t Just Run Your Business, Grow It with Clarity PPM It’s time to speed up your innovation with Clarity PPM drag-and-drop roadmapping tool. Create business initiatives, add budgets and assign IT and business teams with a few clicks. Whether complex workflow for HR or simple task management for sales, workers now spin up projects in minutesnot days. Add in-app collaboration to eliminate redundant meetings, a familiar Microsoft Excel®-like grid to manage budgets, a new connection for third-party business intelligence (BI) software to unearth answers, and you have the most modern project portfolio management app on the market today. Clarity PPM is available both as on-premises and SaaS solution. For more details, please visit Broadcom Clarity PPM CLICK NEXT

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Page 1: Clarity PPM Version Differences...Clarity PPM Version Differences Updated with release version 15.7.1 Dec. 16, 2019 Don’t Just Run Your Business, Grow It with Clarity PPM It’s

1 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.

Clarity PPM Version Differences

Updated with release version 15.7.1Dec. 16, 2019

Don’t Just Run Your Business, Grow It with Clarity PPM

It’s time to speed up your innovation with Clarity PPM drag-and-drop roadmapping tool. Create business initiatives, add budgets and assign IT and business teams with a few clicks. Whether complex workflow for HR or simple task management for sales, workers now spin up projects in minutes—not days. Add in-app collaboration to eliminate redundant meetings, a familiar Microsoft Excel®-like grid to manage budgets, a new connection for third-party business intelligence (BI) software to unearth answers, and you have the most modern project portfolio management app on the market today. Clarity PPM is available both as on-premises and SaaS solution. For more details, please visit Broadcom Clarity PPM

CLICK NEXT

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2 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

CUSTOM

INVESTMENTSINVESTMENT

HIERARCHIES

DEMAND

MGT ROADMAPS

PROJECT

STAFFING

PROJECT

MGTFINANCIALS OTHER

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

IDEA ENHANCEMENTS

• Post and view actuals against a task

• Convert an idea to a project

• Create cost plans for ideas

• Create custom sub objects for ideas

• Add links to ideas

X

NEW BOARD OPTION

• Drag & drop cards on the board layout

• Task Board is configurable: Columns, card title, fields and metrics, create local

picklists

• Creating new records, automatically opens details fly out

• Multiple saved views and local picklists

X

• Details module in new UX

• Supports common grid: filters, csv export, group by, saved views, column panel

• Incorporate existing ideas from Classic

• Add, remove ideas, inline edits

• Blueprints

X

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

BACK

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3 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

DEMAND

MGTROADMAPS

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

• Sync project capacity attributes in roadmaps

• Roadmap timeline enhancement – show text overview option

X

• Synchronize custom investment lookup attributes

• Copy/paste to include multi-value lookups & Boolean values

• Associate a roadmap with one or more OBS Units

• Import, link & sync from a PPM Idea

• Sync linked matching custom attributes

X

• Visual road mapping with time-phased period planning, per period metric & totals

for roadmap items and easy access to manage local picklists

• Sync linked matching custom attributes

• ‘Include in Roadmaps’ Classic field to add new custom investment object to

Roadmaps

X

• Compare roadmap scenarios with multiple targets

• Responsive drag-and-drop Roadmap timeline, board and grid with planning

metrics

• Detailed configurable views, Roadmap item scenarios

• Import, link & sync from a PPM Project, Import from a CSV template

• Import, link & sync from a Custom Investment Type

X

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

INVESTMENT

HIERARCHIESCUSTOM

INVESTMENTSPROJECT

STAFFING

PROJECT

MGTFINANCIALS OTHER

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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4 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

INVESTMENT

HIERARCHIES

FOR INTERNAL USE ONLY.

ROADMAPS

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

BETA – INTRODUCING HIERARCHIES

• Create one or more investment hierarchies

• Define relationships between investment cards within one hierarchy (parent/child)

• All investment types supported: Project, Ideas, Custom Investments

• Import one or more investment

• Single page view for list investment hierarchies

X

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

DEMAND

MGT

CUSTOM

INVESTMENTSPROJECT

STAFFING

PROJECT

MGTFINANCIALS OTHER

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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5 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

PROJECT

STAFFING

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

PROJECT STAFF GRID

• Staff & Assignment Grids: Replace existing with a different resource, team or role

• Staff grid – ability to perform hard allocations and mixed bookings

• Supports common grid: filters, CSV export, group by, saved views, column panel

• Support for labor and non-labor staff as in-line rows

• Adjust per period view options and TSV data

• Team configuration & planning X

X

X

• Improved OBS and multi-select filters for more precise resource, role and

investment staffing

• Resource management – telescopic enterprise resource mgt. calendar, toggle

views for resource to investments

• Resource manager & investment manager filters, allocations, booking manager

• View hours or FTE totals

X

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

ROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESCUSTOM

INVESTMENTS

PROJECT

MGTFINANCIALS OTHER

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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6 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

PROJECT

MGT

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

PROJECT LIST: NEW BOARD OPTION

• Drag & drop cards on the board layout

• Task Board is configurable: columns, card title, fields and metrics, create local

picklists

X

PROJECT LIST

• Supports common grid: filters, csv export, group by, saved views, column panel

• Manage OBS attributes in both the project and staff gridsX

PROJECT TASK ASSIGNMENTS GRID (MODULE)

• Manage task assignments and monitor estimate to complete (ETC) X

PROJECT CUSTOM SUBOBJECTS

• Create custom sub objects, grid X

TO-DO ITEM SCOREBOARD

• Collaborative scoreboard to enable PM’s & team members to keep score of to do’s

• Simplify project estimating by limiting tasks to key deliverablesX

RISKS, ISSUES, AND CHANGE REQUESTS

• Supports common grid: filters, csv export, group by, saved views, column panel

• Introduce gird and includes integrated conversations

X

NEXT

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

ROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

CUSTOM

INVESTMENTSFINANCIALS OTHER

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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7 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.| FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

PROJECT TASKS – NEW TASK TIMELINE (MODULE)

• New Timeline View: Insert tasks (either sibling or child; move and drag the task or

resize

• Create task dependencies (hide, show & delete)

• Changes in the view (periods & status) these are fiscal

• Actions (three-Dot) item menu: Gantt & MS project

• Spilt task module into 2: task lists, tasks

• Task supports configurable fly out and added ‘links’

• Task board is configurable: columns, card title, fields and metrics, create local

picklists

X

X

• integrated conversations & drag and drop tasks X

CONNECT AND COLLABORATE

• Attachments and links in conversations, project documents and links

• Tagged documents, @ mentions, auto-suggest, avatars, and notifications

• Conversation module in a modern user interface – start a conversation/post a reply

X

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

NEXTBACK

ROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

PROJECT

MGT

CUSTOM

INVESTMENTSFINANCIALS OTHER

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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8 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.| FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

PROJECT LIFECYCLE - TILES

• Visuals to tiles plus general settings display FTE or hourly staff data

• My tasks filter & integrated project documents

• Request resources and roles to staff investments

• Project status reports

X

X

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

BACK

ROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

PROJECT

MGT

CUSTOM

INVESTMENTSFINANCIALS OTHER

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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9 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

CUSTOM

INVESTMENTS

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

CUSTOM INVESTMENT TYPES

• Enter time for custom investments

• Staff, Task & Assignment modules added plus OBS Support

• OBS Support

• Navigate Access Rights: Navigate & View

• Cost plan details: Actuals, Units & Revenue

• Define your own named investment types. Configure business cases, prototypes

and other types of investments that expand your business and operational goals

without the limits associated with traditional projects and NPIO’s

X

X

X

X

X

X

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

ROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

PROJECT

MGTFINANCIALS OTHER

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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10 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

FINANCIALS

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

Classic PPM Enhancement

• Update the associated name of the company in the Company Name field even

after you have posted the actualsX

• Project budgets, submit budgets for approval, accept & reject, budget details &

compare

• Project cost plans, auto populate, copy, delete cost plans, set plan of record &

transaction review

X

• Cost plans in modern UX X

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

ROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

PROJECT

MGTCUSTOM

INVESTMENTSOTHER

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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11 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

OTHER

CLICK FOR MORE ON HP PPM

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

TIMESHEET MANAGEMENT

• Additional timesheet fields available: Task short name, start & finish, parent,

parent & phase ID, posted actuals, baseline & role

• Filter resource manager and resource using resource ID in my timesheet and in

review and approve tabs

• New timesheet grid layout with view component

• Display effort and project time gauge configuration

• Post timesheets job by location

X

X

X

X

X

TIMESHEET MANAGEMENT

• Individual members can enter time for tasks assigned to teams

• Enter time for others in days and add work by task, investment id or name

• Mark time reporting period for deletion

• New filters, options, and notifications with direct links to specific timesheets

• Enter time for other users and improved field browsing X

X

X

X

ADVANCED CONNECTIVITY

• Introducing new one-to-many investment-level integration

• Bi-directional capabilities; multi-instance support; create tasks in a template;

access new timesheets and dashboardsX

X

NEXT

ROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

PROJECT

MGTCUSTOM

INVESTMENTSFINANCIALS

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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12 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

CLICK FOR MORE ON HP PPM

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

GENERIC ENHANCEMENTS

• Create charts in Clarity PPM grids

• Static MVL component to use the searchable-drop-down

• Infinite scroll on special staff and assignment lookups

• Saved views on staff module and cost plan grid are available across instances &

objects

• Instance rights for custom sub-objects

X

COMMON VIEW COMPONENTS

• Support for 2-column configurable fly out

• Support for common board view; details automatically open when create new

• Added column panel search, drag/drop capabilities, excel-like calculation &

enhanced group by

• Supports common grid: filters, csv export, group by, saved views, column panel

• Configurable details fly out

• Supports: projects, project (staff, tasks, assignments, risks, issues/changes,

custom sub-objects), ideas & custom investments

X

X

X

X

X

X

ADMINISTRATION ENHANCEMENTS

• Support for new data types: URL, static dependent and parameterized lookups

• Enhanced filtering to support OBS unit mode, parametrized lookups, static

dependent lookups and URL’s

• Create and view teams in the resources page (moved from admin permissions)

• Customize notification templates

X

NEXTBACK

OTHERROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

PROJECT

MGTCUSTOM

INVESTMENTSFINANCIALS

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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13 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

CLICK FOR MORE ON HP PPM

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

MSP INTEGRATION

• Lightweight integration of Clarity PPM with MSP (BETA)

• One way import of project details from MSP to Clarity PPM (BETA)

• Copy and paste projects tasks in MSP

X

CORE SCHEDULING ENHANCEMENTS

• Open workbench improvements

• Support for fixed work task types in Microsoft project

• Open tasks in Gantt, Microsoft project, CA Open Workbench

• System-level MSP installations, resize OWB popup windows, and aggregate custom

number and money values X

X

X

X

NEXTBACK

OTHERROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

PROJECT

MGTCUSTOM

INVESTMENTSFINANCIALS

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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14 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.| FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

MENU LINKS

• Added menu links to access internal and external applications from the main menu X

BLUEPRINTS

• Added additional OTTB financial and non-financial attributes

• Ideas and details module configuration & custom investment types blueprints

• Project blueprints: create, edit, delete, rename, copy and configureX

X

NEW PHOENIX UI

• Optional new theme provided to give classic the look-and-feel of the Clarity PPM

modern user experience X

IN-PROJECT CHANNELS

• Blueprint-defined access to external content, Classic PPM pages, or other tools for

a multi-app experience

X

TIMESHEET INTEGRATION WITH SSO

• Agile central timesheet integration with single-sign-on (SSO) X

NEXTBACK

OTHERROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

PROJECT

MGTCUSTOM

INVESTMENTSFINANCIALS

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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15 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

CLICK FOR MORE ON HP PPM

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

REPORTING AND DATA WAREHOUSE IMPROVEMENTS

JASPERSOFT ADMINISTRATION ENHANCEMENTS

• New customizable overview report is available

• Trend reporting for custom attributes

• Support for new Jaspersoft relative date input filter values

• Trend reporting &store favorite reports in my reports run, schedule, share

Jaspersoft reports

• Admin: folder management and ppm group synchronization with Jaspersoft roles

• PMO product and application roadmap reports

X

X

X

DATA WAREHOUSE ODATA CONNECTION TO THIRD-PARTY BI TOOLS

• Added resource skills, interest levels & proficiency levels

• New PMO status reporting attribute & added financial active resource attribute

• OData enhancements for analytics & reporting for Clarity PPM SaaS

• SaaS data warehouse connectivity option supports dashboards & reports using

OData rest end points

• Data warehouse configuration improvements, update

X

X

X

NEXTBACK

OTHERROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

PROJECT

MGTCUSTOM

INVESTMENTSFINANCIALS

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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16 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

CLICK FOR MORE ON HP PPM

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

ADMINISTRATION ENHANCEMENTSOTHER

• Enable SAML Authentication option allows Clarity PPM to accept SAML

responses from Identity Providers such as OKRA or Auyth0

• Announcing support for REST API’s

• Oracle JDK replaced with AdoptOpenJDK

• Enable manual sorting for system-restricted static lookups

X

OTHER

• Governor limit & multi-currency configuration changes

• Branding and styling enhancements for email notification template

• Support for active MQ

• Subscription compliance telemetry for PLA customers

• FedRAMP environments

• XOG performance improvements

X

OTHER

• Export projects, resources, and other object list data to csv

• Anonymize personally identifiable information (GDPR)

• Incremental rate matrix XOG updates and inserts

X

BACK

OTHERROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

PROJECT

MGTCUSTOM

INVESTMENTSFINANCIALS

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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17 Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.|

CLICK FOR MORE ON HP PPM

FOR INTERNAL USE ONLY.

CAPABILITY 15.1

TO

15.3

15.4 15.5 15.6 15.7

INTERNET EXPLORER 11 NOT SUPPORTED FOR NEW USER EXPERIENCE

FEATURES

• Classic PPM still supports IE 11; however, the New User Experience cannot

extend backward compatibility with any old browser technology, including IE 11.

• This is not a known issue with Clarity PPM. Instead, it is a known issue with IE 11.

Microsoft has invested in a new browser, Microsoft Edge.

ADMINISTRATION ENHANCEMENTSOTHER

• Forgot password option

• Time governor to improve performance - export to csv

• Centralized governance settings - maximum limits to improve performance

X

BACK

OTHERROADMAPSDEMAND

MGT

INVESTMENT

HIERARCHIESPROJECT

STAFFING

PROJECT

MGTCUSTOM

INVESTMENTSFINANCIALS

NEW DOCUMENTATION PLATFORM – CLICK FOR ON DEMAND OR SAAS

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Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.Broadcom Proprietary and Confidential. Copyright © 2019 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries.

Clarity PPM Linda Chase | Product Marketing

ES Business Management 2019

FOR INTERNAL USE ONLY.