The Task-At-A-Glance Notes portlet provides a view of project tasks and assignments in an easy to read format, similar to popular sticky – note applications.  This portlet will display all tasks on a project, ‘pinning’ them to a dashboard.  Each task will include the resources assigned to them, as well as the ETCs left for the resource, and the actuals that they have posted.  Each sticky note allows you to link to the task details, as well as the resource assignment details. In addition to important assignment detail, each pin on the individual task’s note indicates if the task finishes before the baseline (green), or if it is going to finish after the baseline (red).

This Project Variances portlet provides a project manager a consolidated view of all of their active projects and open project tasks and shows them the baseline variance for the task EAC’s and the task start and finish dates.  This gives the project manager a single place to view and manage how their projects are progressing against their baselines. The PM can easily detect when projects are running behind and pinpoint which tasks are causing the variance in the schedule.

This configuration and accompanying process allows users to capture Financial and Non-Financial (Metrics, Soft, etc.) Benefit in a custom sub-object, then programmatically create an out-of-the-box Benefit Plan with just the Financial Portion from the custom sub-object.  The solution is comprised of:

• Sub-Object (Benefit Plan Details, Parent = Project)
• Process: Create Benefit Plan (uses sub-object as primary input, native BP is output)
• Process: Update sql - Cost Benefit Plans (one-time script to update Projects)

The Process to create the Benefit Plan is initiated when users check the Create Benefit Plan box on the sub-object.  Every time the Process runs it aggregates all rows from the sub-object that are flagged as Financial and creates a new Benefit Plan.  The resulting BP is not linked to any Cost Plans. Users who install this base solution will want to consider:

• Ensure on the Benefit Details List view the Planned and Realized Amounts are displayed
• Modifying the Create Benefit Plan Process in support of a BP naming convention consistent with local PMO Practices
• Modifying the Create Benefit Plan Process to link the BP to the Cost Plan of Record
• Creating a Portlet that pulls together rows of data from the sub-object across multiple projects in a summarized view as well as a detailed view

Once installed, please refer to the Benefit Detail Functionality Document for how to create Benefit Detail records, initiate the process, and the Benefit Plan Creation.

The Program Dashboard Sub Project Action Items portlet display Action Items of Sub Projects in a Program.  The portlet will pull the "Action Items" from all the sub projects in the Program, and this information is placed on the Dashboard tab. This portlet displays each Project, name of the Action Item as mentioned in the Subject, and the resource who Created this Action Item. Assigned To field will display the resource to whom the Action Item has been Assigned. Due Date mentions the date the Action Item will be completed and the Priority level of the Action Item is a stoplight showing red, yellow and green for the different levels of priority. The table below describes the available columns in the portlet. The first 6 are configured in the default view:

Column Label	Description
Project	Name of the Project
Subject	Defines the name for Action Item
Created By	Resource who created the Action Item
Assigned To	Resource who the Action Item is Assigned to
Due Date	Date the Action Item is due for completion
Prty	Specifies the priority level of the Action Item
Action Item ID	Internal ID used by the query
Created By ID	Internal ID used by the query
Created Date	Date the Action Item was created
Days Open	No. of days the Status of Action Item has remained opened since it was created
Priority Name	Based on high, medium, or low priority with corresponding red, yellow, or green stoplights
Project DB ID	Internal ID used by the query
Project ID	Unique ID of the Project within Clarity
Project Manager	Project Manager