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The portlet, Count by Stage with Drilldown is a simple pie based on stage OOTB field. The drill down portlet has stage as a column. Clicking on any of the segments, e.g. Initiation, redirects to the Projects by Stage Drill portlet. -
The Project Data Issues portlet is used to identify data exceptions related to project setup. This portlet helps to identify where projects are missing key data or are possibly sitting in an exception state. This view will show projects that have one or many exceptions, including inactive projects. The user may also narrow the results by project, OBS, or project type. -
The Project Dependencies portlet displays all projects and their associated dependencies that the logged in user has rights to. This can assist in scheduling and visualizing the breakout of dependencies. The table below describes the available columns in the portlet. Column Label Description Project ID ID of the project Project Name Name of the project Type Relationship to above project, Parent Project (P) or Sub Project (S) Manager Manager of the project Start Start Date of the project Finish Finish Date of the project Gantt Visualization of project timelines Sort Column Used to order the columns for proper display of the portlet dimkey Internal code used by the query Inv_hlth_int Internal code used by the query Link_dbid Internal code used by the query link_toggle Internal code used by the query rel_active Internal code used by the query rel_dbid Internal code used by the query rel_mgr_dbid Internal code used by the query rel_sort Internal code used by the query -
The Rego Estimation Module Provides a more accurate estimate earlier in the idea/project lifecycle.- Is applied consistently so it can be improved.
- Retains the data in Clarity to enable analysis.
- Provides ongoing feedback by comparing estimates to current EAC.
- Provides historical record of estimating for projects overall as well as change requests.
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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 PM Dashboard portlet provides an overview of all projects for which the user is the Project Manager without navigating to and opening each project individually. All critical information related to the project status is displayed in this portlet. Status indicators display the project’s statuses. Graphical stoplights and numbers provide an overview of all late Action items, Issues, Risks, Tasks, and Milestones. -
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. -
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 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 portlet shows the Overall Status and Budget Status and Amounts. It displays one row per project. The portlet shows the following main fields: Overall Status, Budget Status, Capital Budget, Operating Budget, Total Budget, Capital Planed, Operating Planned, Total Planned, Capital Actuals, Operating Actuals, Total Actuals, Budget Variance ($), Budget Variance (%) Displaying the budget variance allows the PM to understand of the project is over / under spent, and thus the costs planning needs to be re-visited. -
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 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.
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