Why Project Management Fundamentals in Clarity Matters

Cover- Back to Basics- Portfolio and Program Management in Clarity

Rego's Refresher Series continued July 16, 2025, with a focus on one of the most powerful yet underutilized features in Clarity: Portfolio and Program Management. Led by our expert guides, this session explored how organizations can better organize, prioritize, and plan their investments using Hierarchies and Roadmaps.

Whether you're new to Clarity or revisiting the fundamentals, this webinar highlighted how these tools can transform the way you manage complex portfolios and strategic initiatives.

Why Portfolio and Program Management Matters

Managing multiple projects, products, and initiatives can quickly get messy without the right structure. That's where Clarity's Portfolio and Program Management capabilities come in. They provide a real-time, consolidated view of your investments, helping teams make smarter, faster decisions.

Two key features make this possible:

Hierarchies – Lightweight, configurable structures that allow you to roll up diverse investment data into a single, digestible view.

Roadmaps – Visual, interactive timelines that support prioritization, scenario planning, and strategic alignment.

The beauty of these features? They're easy to set up, don't require organizational consensus on levels or work structure, and can scale with your organization's needs.

Hierarchies: Organize and Simplify Your Data

Hierarchies are one of the simplest and most effective ways to bring order to your investments. With just a few clicks, you can:

The most basic and often the most overlooked tool in Clarity is the Project List. It's the entry point for every manager, the first thing you see when you log in, and the gateway to everything else.

Consolidate data from projects, products, ideas, and custom investments.
Access real-time information for immediate decision-making.
Build programs, portfolios, or initiative groupings without complex configurations or dependencies.

Creating a hierarchy in Clarity is straightforward: navigate to Hierarchies, select + New, and start importing the investments you want to track. Within minutes, you'll have a structured, big-picture view of where your efforts are focused.

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Roadmaps: Plan, Prioritize, and Visualize the Future

If Hierarchies organize what you have today, Roadmaps help you chart where you're going next. Roadmaps are highly visual, fast to build, and ideal for everything from high-level strategic planning to detailed tactical timelines.

Key benefits include:

What-if scenarios that let you explore different prioritization options before committing.
Real-time data sync, ensuring your roadmap reflects current project status.
Flexible investment import, allowing you to map out projects, ideas, or custom investments seamlessly.

Creating a roadmap is as easy as defining the timeline, importing your investments, and visually mapping out scenarios that align with business priorities.

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Rego Innovations: Adding Immediate Value

At Rego, we know that learning the basics is only part of the journey. Many organizations need extra tools to make Clarity work the way they work. That's where Rego Innovations come in. These add-ons are built from real client needs and help you see results faster.

Here are a few examples:

Action Item Responder – Cuts down on back-and-forth by automating follow-ups on project tasks so teams can keep moving.
Roadmap Enhancements – Adds extra filtering and visualization options to make it easier to prioritize and communicate plans.
Advanced Resource Planning – Gives you a clearer picture of capacity and availability to plan smarter across projects.
MS Teams Connector and Outlook Calendar Sync – Brings Clarity updates into the tools your teams already use every day.
Jaspersoft Report Bursting – Automatically delivers tailored reports to each stakeholder without extra clicks or manual effort.

Rego Innovations are designed to solve common pain points, reduce manual work, and make Clarity more powerful for your team.

Learn More with Rego

The Rego Refresher Series is designed to help teams revisit the fundamentals of Clarity and unlock new efficiencies in project, portfolio, and resource management.

Stay tuned for our next session on August 12, 2025: The Modern Side of Administration, where we'll dive into the latest best practices for managing Clarity in a rapidly evolving digital environment.

If you missed the live session or want to learn more about Portfolio and Program Management, contact Rego Consulting at info@regoconsulting.com or visit regoconsulting.com.

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About the Author: Rego Consulting

As the leading Strategic Portfolio Management (SPM), Project Portfolio Management (PPM), Technology Business Management (TBM), Agile and expert services provider, Rego Consulting has helped hundreds of organizations achieve a higher return on their software investment, including 60% of Fortune 100 and 70% of Fortune 20 companies.