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This round table discussion will focus on Clarity configurations using Studio. A well-configured Clarity environment will minimize performance bottlenecks, ease development, and increase end user adoption. Join us to discuss best practices around object structure, naming conventions, audit trail settings, and more. -
This beginner-friendly course provides an introduction to navigating the application. We'll cover grids, filters, views, and account settings. -
This class is a hands-on beginner training class on Clarity's native functionality for reporting. Learn how to build basic visuals/reports and leverage Canvas to get the most out of Clarity. -
This beginner-friendly course will cover basic administration within Modern UX. You'll learn about enabling MUX, establishing your System Settings, and Blueprints basics. -
Utilize Power BI with the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hands-on beginner training for Power BI. learn how to build basic visuals and reports against the Clarity data warehouse. -
This beginner-friendly course will begin exploring project management related themes and how they translate to Clarity. We'll discuss resources and calendars that demonstrate resource availability, and project teams which represent demand against your resources. -
Join us to discuss one of the most important - but also one of the most confusing Clarity topics - security. Learn how an OBS can be utilized to control security, how security permissions can be granted and revoked, and the pros and cons of the different types of security permissions. -
The KPIs by Project Type (Dashboard) report provides visibility into key project health measures, including status, schedule, alignment, and risk. Gauge visuals highlight each KPI at a summary level, while column charts break down results by project type. Resource allocation and actual hours are summarized in pie charts, making it easy to compare utilization across project types. In addition, bar charts display the number of issues, risks, and change requests by project type and priority, helping teams quickly identify areas of concern. -
The Time Compliance report displays the timesheet compliance percent, the number of timesheets by status (open, submitted, returned, approved, and posted), and the total for each OBS unit, with the ability to filter and drill down. -
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 Issue Register report displays comprehensive information for each project issue. The issue register also provides the option to display items that are associated to the issue such as notes, action items, and tasks. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • The project must have at least one issue for the project to display in the report. • The issue properties must have fields such as description, category, resolution, target resolution, impact date, and originating ID completed for them to display data in the report. The issue name, issue ID, priority, status, and owner are required in Classic PPM so they always display data. -
The Resource Time Review by Manager report provides visibility into timesheet entries for each resource, organized by investment manager or resource manager. It details hours entered by day and in total for each investment and time entry, helping managers monitor time allocation and utilization across their teams. This report supports effective oversight of resource effort and project participation.
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