Hierarchy related functionalities in Clarity

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

• What are the different Hierarchy related functionalities in Clarity?

Resolution

• In Classic PPM:
  1. Projects have a Hierarchy tab
     • Multiple child/parent relationships can be added here
     • A single project can have multiple children and parents
     • These relationships are stored in the INV_HIERARCHIES and the INV_FLAT_HIERARCHIES tables, in the transactional DB
     • These relationships are stored in DWH_INV_HIERARCHY table, in the DWH DB
• In Modern UX (MUX):
  1. There is a Hierarchy module that can be added into Blueprints
     • The hierarchy concept is broader here. The hierarchy module can be added to Project, Idea and CIO blueprints
  2. Hierarchy can be created by the 'Parent' attribute also
     • Double-click within the 'Parent' column of the relevant investment. Select the parent investment
     • The parent-child relationship is stored in INV_INVESTMENTS.PARENT_ID, in the transactional DB
     • It is stored in DWH_INV_INVESTMENT.PARENT_INVESTMENT_NAME, in the DWH DB
  3. There is a Hierarchies workspace
     • Here, one or more hierarchies can be created. Relationship between various investments can be defined. Each Hierarchy includes a tree with multiple cards
     • The Hierarchy workspace differentiates the hierarchical parent from the common investment parent (set by the 'Parent' attribute at the investment level)
     • Relationships are stored in ODF_HIERARCHIES and ODF_HIERARCHY_NODES, in the transactional DB
     • They are stored in DWH_CMN_HIERARCHY and DWH_CMN_HIERARCHY_NODE tables, in the DWH DB.