Best New Features, and Enhancements
· Timesheets Enhancements in the New UX
· Custom Investment Enhancements
· Create Charts
· Menu Links
Timesheets Enhancements in the New UX
The current Timesheet functionality has been enhanced to include a new grid view and the possibility to allow a multi period view per user & project. These include additional fields being available on the Timesheet view, and the ability to show/hide the time and effort gauges within the New UX. And also use the Post Timesheets Job by Location(s).
There is now the possibility to use Hierarchies in Clarity PPM to create one or more hierarchies and 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 your stakeholders understand the dynamics of your products. Your stakeholders can use the Hierarchies (beta) page to view all the hierarchies in your organization. In this release, you can add investments (ideas, projects, and custom investments) as cards to a hierarchy.
Custom Investment Enhancements
The Custom Investment functionality has been enhanced to include the Staff, Tasks & Assignments Modules as well as incorporating OBS based access and Financial Planning (Cost Plan / Actuals).
There is now the possibility to utilize the out-of-the-box charting experience in the common grids. The charting experience is very similar to the capabilities you find in spreadsheet applications like Microsoft Excel or Google Sheets but is directly embedded within the Clarity PPM New UX.
There is now the possibility to access internal and external applications from the main menu in Clarity New User Experience is enabled. This is very similar to the links provided in the context of a Custom Investment. However, Link channels from the main menu provide you with the ability to access internal and external applications completely outside of a specific project or custom investment. You can view, create, edit, delete Menu Links directly from the Menu Links page, based on your respective permissions. You can configure dynamic links with a placeholder for just a user name using a supported username variable that takes users to specific pages with personalized username attributes in the URL.
Please reach out to Optovia about any concerns or questions where we have the expertise to get your organization up and running on the latest release.