A process that:

• is a weekly email to a project manager.  All of the content will be for where the person getting the email is the PM
• shows aggregate data for all of their projects
• sends the PM a reminder email at the end of each week showing the items that the PM needs to do.  Maybe call it Weekly PM reminder.
• Shows the mentioned data in sections as follows:
  • Past Due issues
    • Only active projects
    • Only open issues – not resolved or closed
    • Show project name, project ID, issue name, issue priority, target resolution date, color (only red or yellow)
    • Logic for Yellow = where target resolution is within the next week
    • Logic for Red = target resolution date is in the past
    • URL LINK:  to that issue
  • Past Due Risks
    • Only active projects
    • Only open risks – not resolved or closed
    • Show project name, project ID, risk name, risk priority, target resolution date, color (only red or yellow)
    • Logic for Yellow = where target resolution is within the next week
    • Logic for Red = target resolution date is in the past
    • URL LINK:  to that risk
  • Past Due Status Report
    • Only active projects
    • Show project name, project ID, report date, most recent overall status, color (only red or yellow)
    • Only 1 line per project – show even if there is no status report
    • Logic for Yellow = where latest status report date > 7 days ago
    • Logic for Red = latest status report date is > 14 days ago
    • URL LINK:  to status report list
  • Past Due Milestones
    • Only active projects
    • Only open milestones
    • Show project name, project ID, task name, task finish date, color (only red or yellow)
    • Logic for Yellow = where finish is within the next week
    • Logic for Red = finish date is in the past
    • URL LINK:  to that milestone
  • Past Due Forecast
    • Only active projects
    • Show project name, project ID, last updated date, most recent total plan of record amount, color (only red or yellow)
    • Only 1 line per project – show even if there is no finish plan
    • Logic for Yellow = where last updated date of the plan of record > 14 days ago
    • Logic for Red = where last updated date of the plan of record > 30 days ago
    • URL LINK:  to cost plan
  • Allocation Summary for the Project Team
• Unfilled Roles that need to be staffed
• Resources Actuals +/- 25% of Allocation
• Resource ETC +/- 25% of Allocation
  • Pending Change Controls / Approval Status
  • In addition to the Past Due Milestones, upcoming milestones
  • Budget Summary
• Actual vs. Planned
• Burndown estimate

“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.

This is workflow that allows you to copy documents from one item to another. This can be altered to move documents from any place they are stored to another. In this particular instance, the focus is on moving documents from one risk to another. When creating a risk that you want to copy from, utilize the attachments section of the page and the associated lookup. The lookup is filtered to only show those risks that already have documents associated with them. Upon clicking the save button, a process runs in the background to copy the requested documents from the requested risk to this newly created risk.

A process creating a new Cost Plan. Cost Plan properties: Name Cost Plan created on: yyyy/mm/dd hh:mm:ss Grouping attributes Charge Code, Transaction Type Start Period The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals Finish Period The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6 Period Type Monthly Plan of Record True Planned Cost For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table) Pre-conditions: the Project must be financially enabled. if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table. if the Allocation changes, allow the timeslice job to finish before running the process. the Project should have the Charge Code set.

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.