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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 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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience. This doc references version 16.3 views. Doc covers creating and management of these project tools. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers creating and management of these project tools.
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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience. Document covers both the creation and management of these items. -
A Quick Reference Guide to assist in the creation of risks, issues and change requests in Clarity. The document show this with screenshots from the Classic UX with the Phoenix theme. -
All Issues report provides project managers a single place to view KPIs related to Issues. All the KPIs are depicted in various visualizations. Open Issues: Scorecard that displays the # of Issues that are not closed or resolved. Average Days Open: Scorecard that displays the # of days on an average an issue is in open state. Issue category: Column chart that displays # of Issues by category. X axis displays various Issue categories. Data labels indicate the number of Issues associated with that category. Issue Priority: Column chart that displays # of Issues by priority. X axis displays various Issue priority. Data labels indicate the number of Issues associated with that priority. Grid: Displays Issue details such as Project ID, Project, Issue ID, Issue, Category, Assigned To, Status, Priority, Target Resolution Date and Days Open. You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager. -
Late Issues report provides the Project Managers a single place to view all the Open Issues that are past their target resolution date. This report provides information such as Issue Count, Issues by OBS Level 2, Priority, Status and Target Resolution Date in Stacked Column Chart. In addition, this report has also Table view of Issue information such as Investment Name, Issue Name, Investment Manager, Issue ID, Owner, Target Resolution Date, Status and Priority. User can further narrow their search by OBS Type & Path and Target Resolution Date. -
All Issues report provides the Project Managers a single place to view all the Issues across multiple projects. User can view only the projects that he has access to. This report provides Issue information such as ID, Name, Category, Assigned To, Status, Priority, Target Resolution Date and Days Open ( # of days Issue is open ) User can further narrow their search by OBS Type & Path, Issue Name, Project Name, Project ID, Is Project Active?, Issue Owner, Issue Status, Issue Target Resolution Date, Issue Category and Issue Priority. -
The My Issues portlet displays all issues within active project that the logged in user is assigned to. The portlet provides the logged in user a single place to view issues across multiple projects without having to go into each project individually. The filter then allows the user to narrow their search by Issue ID, Issue Name, Project ID, Project Name, and Issue Status. You may also narrow the view to display issues with a target resolution date within a certain date range. -
The My Issues portlet displays all issues within active project that the logged in user is assigned to. The portlet provides the logged in user a single place to view issues across multiple projects without having to go into each project individually. The filter then allows the user to narrow their search by Issue ID, Issue Name, Project ID, Project Name, and Issue Status. You may also narrow the view to display issues with a target resolution date within a certain date range.
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The My Issues portlet displays all issues within active project that the logged in user is assigned to. The portlet provides the logged in user a single place to view issues across multiple projects without having to go into each project individually. The filter then allows the user to narrow their search by Issue ID, Issue Name, Project ID, Project Name, and Issue Status. You may also narrow the view to display issues with a target resolution date within a certain date range.
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