Clarity PPM | Financial Management

Does your organization have trouble understanding project spending and the value being delivered? With more pressure on budgets than ever, many organizations are linking Clarity PPM (CA PPM) and financial management for greater visibility as they track project financial health with reliable reporting. But getting started is not as easy as toggling a preference button. Successful financial management takes solid planning and preparation.

financial_mgmt_blog-supportingRego Consulting recently released a new white paper, Financial Management in Clarity that reviews six key insights for introducing financial management in Clarity PPM. This white paper is the result of thousands of hours spent guiding customers in linking their project management work with financial management. In looking at these engagements, we found these six insights and the accompanying best practices for each insight. The full white paper can be downloaded here.

Download White Paper

The six insights are

  1. Start Simply—use information that builds upon itself as you progress and avoid the temptation to add more attributes than you need to start.
  2. Work Backwards—or in other words, “begin with the end in mind,” and make sure you are leverage the good data and reports that you already have.
  3. Don’t Confuse System Purposes—Clarity PPM is a very strong system for project financials but is not and should not be your organization’s financial system of record.
  4. Involve the Finance Team—make sure you involve a finance stakeholder and look to their insights about key financial attributes that are important to the company.
  5. Consider Practical Integrations—look for ways to increase efficiency and to reduce redundancy and manual data entry which can oftentimes be done through a Clarity system integration.
  6. Prepare Components Before You Begin—successful project financial management is built on a thoughtful roadmap and having key components such as core financial information, rate matrices, and budget plans in place before you start.

Adding financial management capabilities is a natural step in your organizations PPM maturity journey. When done correctly, project financial management in Clarity can bring significant value to your organization.

For your free copy of the full white paper, Financial Management in Clarity, click here.


Let Rego Be Your Guide

Join us live and in-person at RegoUniversity in San Diego Sept 29-Oct 2 and learn from the expert guides who deliver Clarity PPM and Agile services to 60% of Fortune 20 companies. Act now to save $300 on Early Bird Pricing until July 1st.

Rego also offers free health assessments, webinars, and half-day training classes for Clarity PPM on Roadmaps in the Modern UX, Power BI, Portfolio Management, and Jaspersoft. 

For a full list of Clarity Services, visit

By Camille Pack|February 18, 2019

About the Author: Camille Pack

Camille Pack

Camille Pack has been in marketing for over a decade and started her career as a college composition instructor during graduate school. Technical writing lends itself well to mastery, and in her time at Rego, Camille has offered clients product support, configured environments, and served as both a project manager for an internal reporting group and a business analyst for a large external client. Camille holds an MA in Literature and Writing, a BS in Biology, and is currently Rego’s Marketing Director, where she helps share Rego’s expertise with organizations maturing Project and Portfolio Management.

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