Clarity Getting Started Guide

Clarity

Clarity will allow WDI projects, finance, and leaders to make better decisions, informed by accurate and trustworthy resource data. By housing all resource assignment data in one tool, we will not only be able to answer the question "What are Imagineers working on?", but we will be able to look in to the future to easily do scenario planning, menu adjustments, or make new, data-based commitments. Project teams will have a marketplace for requesting resources on their teams and functional managers will be able to assess requests and assign them to the best team member suited for the job. As part of this initiative, we will be leaning in to technology standards being implemented across TWDC to better connect and streamline our data.

Logging in

Step 1: Log in to Clarity.

Access Clarity at the URL: https://clarity.wdi.moventus.com/pm/#/projects
Enter in your MYID information.
Click Login with MyID.

When you update your log in information in MyID you will have to change it in Clarity also.

Navigation Bar

Navigation is on the left of the screen. The icons in the Navigation Bar may differ based on access:

Home: will bring you back to the home page.		Roadmaps: Reflect the goals of each business unit in your organization.
Project Tiles: is the default upon log in.		Budget: budget plan for an investment.
Ideas: List view of the ideas.		Transactions: Viewing all the posted financial transactions
Project Grouping: Displays budget or planned, actual, and forecast cost amounts		Resource Request: Edit and Add Resources.
Investments: A list of initiatives.		Staffing: Used for resource management.
Project: List view of the projects.		Resources: A list of resources in the system.
Phase Schedule: Lists projects and any subprojects with their work breakdown structure and resource assignments.		Custom Objects: Access to other Objects created in Clarity
Hierarchies: Manage the investments and services that comprise your project.		Administration: Tools for admin tasks.

Project Tiles Page

On the home page are all the projects you can access to view or edit, depending on your role.
On the Navigation Bar are different icons that you will use to navigate. The Navigation Bar is based on system access so you may not have all of the icons displayed if they are not part of your access group.
User Profile.

User Profile

The user Profile is located in the top right-hand corner of the screen.

Bell: Notifications specific to logged in user (ie email notification, tagged in conversion.)
Logged in user.
Settings allows user to customize their account settings.
Log Out of Clarity.

Views Overview

One of the common components in Clarity is the dynamic grid. You can find the grid throughout the application to manage projects, tasks and staffing.

In the Common Grid view, you can:

Edit Data in Grids with direct data entry or copy & paste.
Pin, resize, reorder and reset columns to personalize each grid.
Sort by a column in ascending order and toggle to sort order with a single click.

Clicking on the Projects Icon will bring up the Projects Grid.
Can open up the project by Clicking on the Project Name.
You can use Filters to help with the grid display.
Here, the current view is displayed and can be changed from the drop-down list.
The Column Panel is where you can Add/Remove Columns.

Adjust Columns

To show or hide columns on the grid

Click Column Panel
Uncheck the box to remove a column or check the box to add a column.

Project Page Tabs

At the top of the Project Page are tabs for different functions and data collection.

Properties tab, we have all the information about the project. The Project Properties screen is divided in to sections: Project Summary, Project Classification, Resource Allocation Schedule, Financial Summary, and Additional Information.
Tasks tab, you will track all the different WBS on your project. This is how Clarity will know which actuals belong to your project.
Assignments Tab, you can detail specific information about what a person is doing, which WBS they will be charging, and what role they will play on that WBS, in case a person plays multiple roles on one project.
Staff Tab this is where you can aggregate your roles and resources needed to deliver the project.
Financials Tab you view the overall financial impact of your project.
SAP ID this tab tracks all of the SAP ID for the project.
AOP Budget tracks the budgetary information fiscal and project based.

Learning Support:

Provides a blend of Screenshots and Process Maps.
Offers detailed, step-by-step explanations of how to complete Clarity tasks.

Learning Support can be accessed on many different devises, including tablets and mobile devises.

Learning Support can be accessed from the following URL:

https://www.rundingproliance.com/PMCSLearningSupport/Landing/index_1.htm#t=index_1_1.htm

Learning Support Screen:

Location Selection. Click the icon that designates your project location. These will custom filter the Learning Support to your Projects.
The search box can be used to search a topic.

Search will display all topics in Learning Support only click on items that are for your specific location.

Navigation

Use buttons in-page links to jump directly to sections like:

Welcome Page.
Main tools page example.
Process Maps within Step-by-Step pages.

Learning Support Icons

Within Learning Support the following Icons will assist you:

Tips that will highlight information
Warnings of information that needs to be completed or addressed
Targeted information for a location