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Benefits of Packaged Solutions
Packaged Solutions from Enterprise Studio extend the functionality of Clarity PPM as a product and can help accelerate value realization.
Developed and supported by the Enterprise Studio team, these offerings provide benefits such as:
- Pre-configured solutions enable faster realization of business outcomes
- Generic framework provides the platform to easily extend the solution to align with your specific business requirements
- Operational efficiency and user satisfaction increases with the elimination of redundant data entry and collating data across systems for reporting purposes
- Being built with best practice adoption helps achieve optimal quality and performance
- Insight into product adoption, usage and data quality helps PMO and administrators to take proactive steps to improve data quality and adoption
- Packaged Solutions from Enterprise Studio include software code and documentation. These pre-built components can be deployed and adopted quickly with little or no disruption to your IT operations and staff. Enterprise Studio can also provide tailored Packaged Solutions to meet specific customer requirements.
Note that Packaged Solutions are only available for versions of PPM still supported by Broadcom and there may be a delay in the availability of the Packaged Solution after a new software release.
Clarity PPM Integrations (Inbound)
Resource Adapter for Clarity PPM
Automates user provisioning and maintenance of resource capacity in PPM. The automated bulk upload of user and resource data from an HR system such as Active Directory, SAP, PeopleSoft or WorkDay helps keep resource data in PPM in sync with the HR system. Additionally, for PPM SaaS customers behind SaaS portal/SSO enabled, it automatically creates/updates users in the SaaS portal eliminating the need to maintain the portal users manually.
Financial Transactions Adapter for Clarity PPM
Helps with importing labor and non-labor actual costs from an organization’s designated financial source of truth into PPM. The automated upload of actual costs to specific investments in PPM facilitates a comprehensive view of project financial data and helps establish a true comparison of planned and actual costs.
Timesheet Adapter for Clarity PPM
Imports resource time entries into PPM from external systems such as service management applications, including Remedy, ServiceNow or purpose-built timekeeping solutions. It removes the need for timesheet users to duplicate time entry in multiple systems and reporting based on timesheets possible within PPM.
OBS Adapter for Clarity PPM
Helps with importing non-financial OBS from ERP systems (such as SAP, WorkDay or PeopleSoft) into PPM and keeping the OBS updated in PPM.
Department Adapter for Clarity PPM
Helps with importing financial department structures from ERP systems (such as SAP, WorkDay or PeopleSoft) into PPM, and with keeping the list of departments updated in PPM.
Project Adapter for Clarity PPM
Helps with importing projects from ERP systems into PPM and with keeping the list of projects updated in PPM. It automatically creates new projects and updates existing projects with changes.
Project Team Adapter for Clarity PPM
Helps automate the process of loading resource allocations across projects into PPM. It can be extended to load allocation detail at a monthly allocation level. It eliminates the need for resource managers or project managers to perform duplicate manual data entry to maintain allocations in PPM.
Project Task Adapter for Clarity PPM
Helps automate the process of loading Project WBS into PPM. It helps keep the project tasks synchronized with the system of record. and eliminates the duplicate data entry by the project manager to maintain this in PPM.
Rate Matrix Adapter for Clarity PPM
Helps automate bulk load or update of Rate Matrix data in PPM. In many organizations, resource rates are determined by multiple factors and can change relatively frequently. The automated bulk upload of Rate Matrix data ensures that investment cost calculations consider the most recent rates mandated by finance.
Application Adapter for Clarity PPM
Helps with importing lists of applications from standard CMDB systems into PPM and with keeping them updated in PPM. Creating an inventory of applications in PPM helps your organization get a basic understanding of supporting technology, maintenance costs and risks and is the first step toward application portfolio management.
Custom Object Adapter for Clarity PPM
Custom objects help extend PPM functionalities to support a variety of needs such as forms on a project, source list for lookups and more. Custom objects are often critical to a PPM deployment, and the custom object instances must be in sync with a source system. The Custom Object Adapter for PPM helps with importing/updating such custom object instances from external systems of record.
Risk Adapter for Clarity PPM
Helps automate the process of bulk load of risks into PPM projects. This helps project managers to see the true health of the project by providing a holistic view of all the risks associated to a project in PPM, and to manage/track them to closure.
Issues Adapter for Clarity PPM
Helps automate the process of bulk load of issues into PPM projects. This helps project managers to get a holistic view of all the issues associated to a project in PPM and to manage/track them to closure.
Cost Plan Adapter for Clarity PPM
Helps automate bulk load of forecasted costs data from external financial system of record into PPM. It helps project managers to get the true and holistic view of forecasts on their investments directly in PPM.
Incident Adapter for Clarity PPM
Used to automate the process of loading Incidents into PPM from external systems like ServiceNow and Remedy. This helps the incidents be available in PPM for tracking time and helps the application owners understand the total cost of ownership.
Clarity PPM Integrations (Outbound)
Data Extraction for Clarity PPM
Supports a variety of data extract needs, such as outbound integrations where PPM data is sent to an external system or extracted for further analysis. The data extraction activity can be scheduled via PPM’s native job scheduler or run ad-hoc as a PPM job. Data extraction supports export of data in the most common industry file formats, including delimited flat files (.csv), .xml and Microsoft Excel files (.xlsx). The exported data file is placed on a shared drive, SFTP accessible to PPM, so that the external system can pick up the extract and import/ process the same.
Clarity PPM Integration With Agile Tools
Rally Software Integration for Clarity PPM
The Rally+Clarity PPM integration provides you with a full 360-degree view at the enterprise level. Learn more about Clarity PPM + Rally Software here.
Jira Agile Integration for Clarity PPM
The Jira - PPM bi-directional integration synchronizes Epics, User Stories, Tasks, Bugs, etc. from Jira into PPM Projects and WBS. The integration can be tailored to allow all or only a subset of data elements to be created and/or updated from PPM to Jira.
Clarity PPM Integration With Service Management Tools
ServiceNow Incident Integration for Clarity PPM
Enables unidirectional import of IT service incidents data from the customer’s ServiceNow instance to PPM. This packaged work product is delivered through use of Web services to provide near real-time extraction of IT incidents from ServiceNow and map them into incidents in PPM. Optionally, the Packaged Solution also imports the time recorded in ServiceNow against incidents and imports them into PPM timesheets against those incidents, thus eliminating the need for the users to do dual time entries.
ServiceNow Work Request Integration for Clarity PPM
Enables unidirectional import of IT service management work requests data from the customer’s ServiceNow instance to PPM. This Packaged Solution is delivered through use of Web services to provide near real-time extraction of IT work requests from ServiceNow and map them into projects in PPM.
Clarity PPM Data Migration/Data Load
Data Migration for Clarity PPM
Allows administrators to import project and portfolio data from external sources into PPM. This Java-based utility includes pre-defined rules, which validate records prior to import. With no special programming, users can define source and destination field mappings, which are saved in PPM as configurations that can be modified and re-used for additional import jobs. The utility also includes backup and restore facilities to help administrators manage configuration. Data Migration for PPM supports importing data stored in flat files (.csv, .txt) or Microsoft Excel files (.xlsx, .xlsxm).
Clarity PPM Microsoft Excel Interface for Resource
Enables PPM administrators, resource managers and/or users with similar roles to bulk create new resources or update resource attributes of existing resources in PPM directly from an Excel spreadsheet. It provides resource managers an easier and convenient way to maintain their resource data such as the resource’s basic data, personal info, management info and financial info in PPM.
Clarity PPM Microsoft Excel Interface for Transaction
Enables the PPM administrators, project managers and/or users with similar roles to bulk load the financial actuals and costs against one or more investments directly from Excel. This component will augment transaction creation in PPM by offering functionality to bulk load transactions when users do not want to create them one transaction at a time from UI.
Clarity PPM Data Quality and Governance
Data Integrity for Clarity PPM
Helps PPM administrators identify and correct non-compliant business data that violate defined criteria. The criteria for data integrity are defined within 70+ preconfigured business rules that can be modified, activated or deactivated to meet requirements. New business rules can be created easily through the solution if the preconfigured rules do not meet the required data quality checks. When violations to business rules occur, the offending data is displayed in portlets, where users and administrators can address issues.
Additionally, the Packaged Solution takes a monthly snapshot of the data quality executing the active business rules and provides trend analysis and details over a six-month period. This helps the PMO team understand the most non-compliant rules and the responsible parties and helps them take proactive measures to address issues.
Real-Time Timesheet Validation for Clarity PPM
Extends the PPM timesheet capability by providing real-time validation with on-screen error messages. It significantly improves accuracy of time entry in PPM by reducing the opportunity of human errors. The Timesheet Validation for PPM is SaaS-compliant and leverages the timesheet hook and a business rules container to deliver the capability.
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