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Horizontal Bar Graph displays total number of projects for each Business Owner/Sponsor for a selected Project Parent Stage (only Project Investments included). Vertical Axis displays Business Owner name. Horizontal Axis displays number of projects. Filter selectable for any Project Parent Stage. Color coding of bar and legend are synchronized to detail stage under the parent. Total for each detail stage displays on each segment of the bar. A mouseover displays a percent of total for each detail stage. -
Are you starting a project/financial management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers. -
The Time Compliance report displays different frame in the displaying project information such as project dates, project objective, the amount, and cost of resources that are planned and actual, key accomplishments, upcoming activities, current issues and risks, and the project progress toward goals, and some EVM indicators for its phases. -
The Project Storyboard report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Project Storyboard report shows key aspects of a project that is organized in separate frames. Each frame in the report displays project information such as project dates, project objective, the amount, and cost of resources that are planned and actual, key accomplishments, upcoming activities, current issues and risks, and the project progress toward goals. This report can be used to analyze the project earned value and track work performance to account for cost and schedule variances. -
The Project Status Summary report highlights the overall health and progress of a project by summarizing key information such as current stage, status indicators, major accomplishments, upcoming activities, and resource and cost consumption. It also visualizes risk concentration across categories and includes a high-level Gantt chart showing major phases and milestones. This report provides a clear snapshot of project performance for quick executive or stakeholder review. -
The Project Status Summary report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Project Status Summary report displays summary information about a project, including current stage, overall status, key accomplishments, upcoming activities, the cost and amount of resources that are consumed, mapped risks indicating categories with a high number of risks, and a high-level Gantt chart displaying information about the project phases and key milestones. -
The Project Status Report List provides a consolidated view of project health, including schedule dates, work status, and key status indicators. Users can group results by Portfolio Category, Overall Status, Project Type, Stage, Project Manager, Sponsor, or OBS Level, with the report dynamically adjusting its columns based on the grouping selected. Visuals include an overall status pie chart that shows the percentage of projects by status color, and a column chart that breaks down project counts by status, aligned to the chosen grouping option. -
The Project Status Detail report provides a comprehensive view of each project’s key elements, including team allocations, major milestones, risks, issues, and change requests. It highlights the most relevant project indicators to give stakeholders a clear understanding of project health and progress. This report supports detailed tracking and review of project performance across multiple dimensions. -
The Project Schedule report provides visibility into project schedule, including detailed information on days late, status and its associated items such as detailed info of schedule on Phase level, Task level and assignment level. Results are grouped by project in Phase, Task and assignment sections or can be viewed without grouping to support flexible analysis for projects. Interactive visuals make it easy to track, monitor, and manage schedule across projects. -
The Project Risk, Issue, and Change Summary report provides an overview of project health by visualizing risks, issues, and change requests. It includes pie charts that display counts by target resolution or expected close date, as well as by status. A detailed table lists each item’s name, ID, priority, status, category, owner, creation date, and resolution or close date. Results can be grouped by project or viewed without grouping to support flexible analysis and tracking. -
The Project Risk Register report provides visibility into project risks, including detailed information on each risk and its associated items such as notes, action items, tasks, and related risks or issues. Results can be grouped by project or viewed without grouping to support flexible analysis. Interactive visuals make it easy to track, monitor, and manage risks across projects. -
Course Description: This class will provide a list of daily and weekly activities that every project manager should follow to leverage Clarity PPM more effectively.
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