Part of the Business Transformations collection, this portlet displays planned revenue as defined by a project whose goal is "Grow the business". It uses the Planned Revenue Query as a data provider.  This portlet provides a holistic overview of how many projects following the goal “Grow the Business” are Critical/ At Risk / On Track with regard to the planned revenue.

Part of the Business Transformation collection, this portlet displays count of the planned benefits (savings) per project manager. It also displays if any of the planned benefits are Critical/ At Risk / On Track, along with the total planned benefit amount.

This notification process sends an email to the Manager of an investment (Project, Application, Idea, etc) when the resource assigned to the team has been hard booked.   The process should be scheduled to run on a daily basis as the logic in it looks to all resources where their Booking  Status has been changed from Soft to Hard on the day that the process is run.  It compares the audit trail date change field to the system date. If the process is not scheduled to run daily no notification will occur on hardbookings from previous days.

“PM Stalker – Project Validations & Issues” executes various queries against the Clarity database and sends an email to all PMs who have one or more projects with any of the following conditions:

• Resources have booked time in the past week (validation needed)
• Inactive Resources with ETCs still on the project
• Tasks past their Finish Date but not completed
• Task Role Assignments in the past

This notification will assist PMs to maintain their projects and keep them current.

Based on the pre-determined schedule frequency, this job will send an email to Project Managers that have a project meeting the criteria of: project(s) are active and scheduled finish date is less than the current date. This serves as a reminder to Project Managers to keep their schedules true. The contents of the email include a message indicating the project manager has at least one project meeting this criteria and a table indicating the Project ID, Project Name and Scheduled Finish Date.

The PM Stalker – Submit Status Report workflow process will email any project manager that has not submitted a status report in the last two weeks. This process will ensure that all status reports are kept up-to-date and provide management with a reliable overview of the status on the project.

Notify the PM with a list of tasks for their project as soon as the Timesheet is submitted.  This is a good substitute for PM approval. When a timesheet is submitted, then the PM knows the time entered by person. This is an Auto-start process in Clarity named PM Time Notification - On Timesheet Submission and will be automatically spawned when a Timesheet is submitted. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The Progress when 100% and the Status is Completed, an email would have arrived to the Project Manager with subject: “Resource <Name> has entered the following time on your Investment(s) for the week starting <Timesheet Start Date> ”. This email will list the Investments managed by the PM where task was entered by the Resource submitting the timesheet.  Each PM would get a separate notification. PM for project X notified, and PM for project Y gets notified in another email. Therefore, one timesheet may spawn out multiple emails. But, if both the Projects have the Same PM, then only a single email gets sent out. “Opt-out Timesheet Notifications" checkbox is provided on the Project for PM’s who do not want to get notified on those projects.

This process pulls in the total hours tracked, by resource, by task, for a given project for the weekly time period that ended. The information is sent to the Project Manager listed on the project. This process can be scheduled via the Execute a Process job.