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The Executive Dashboard portlet displays information regarding projects the user has security rights to view. It provides a one-stop place for the PMO or management to view all critical information about projects. The portlet not only displays status indicators as well as dates for late items, variances and days late, but also displays the project status fields from the Status Report sub-object. -
The Dashboard: Baseline Comparison portlet compares multiple baselines on a single project. The portlet is added to the dashboard page of a project and will pull in both baselines for that project and perform a comparison between the two. This portlet provides a quick way for project managers to view the differences between their baselines, especially if they have multiple members updating the project. -
The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for a Clarity user in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data. The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides a Clarity user with a simple way to analyse their: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. -
The Capacity Graph - Investment portlet displays Availability, Allocations, Assignments and Actuals for active resources in a single project. This portlet pulls from timeslices and allows the user to filter on weekly, monthly, or quarterly data. This portlet provides a Project Manager with a simple way to analyse: Allocations vs. Actuals and Allocations vs. ETC. Depending on metric goals, the graph allows the user to determine where areas of improvement may exist. -
The All Risks portlet displays all risks related to active projects that the logged in user has view rights to access. The portlet provides the project manager a single place to view risks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays Project ID, Project, Risk ID, Risk, Category, Assigned to, Status, Probability, Impact, Priority, Target Resolution Date, and Days opened. The filter allows narrowing down of the risks by several different criteria. Note: Only the projects that the user has viewer rights to see will show up in the list. -
The All Issues portlet displays all Issues related to active projects that the logged in user has view rights to. The portlet provides the project manager a single place to view issues across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The filter then allows the user to narrow their search by Issue ID, Issue Name, Project ID, Project Name, the individual to whom the issue is assigned, and Issue Status. You may also narrow the view to display issues with a target resolution date within a certain date range, or Issues associated with a particular Category or OBS unit. Note: Only the projects that the user has viewer rights to will show up in the list. -
The All Assignments portlet displays resource assignments across multiple projects. Currently, assignment information displayed for the project, in OWB, or MSP is limited to a single project. This portlet will provide a single view of the assigned data for all assignments across multiple projects. The portlet displays project actuals and estimates from the project (datamart tables). The Days Late field is calculated by the baseline date, while the Days Old field is calculated by today's date. Note: Only the projects that the user has viewer rights to will show up in the list. Filters provide the PM, RM, and individual resource the ability to monitor work progress across multiple projects. For example: ~ PMs can filter for all assignments that were to be completed by a given date but still have "Started" or "Not Started" status. ~ If multiple projects are utilizing the same resource, the PM or RM can filter for assignments utilizing that specific resource to prevent over-utilization. ~ A resource may filter for all assignments assigned to them, providing a picture of their total body of work. -
The All Assignments portlet displays resource assignments across multiple projects. Currently, assignment information displayed for the project, in OWB, or MSP is limited to a single project. This portlet will provide a single view of the assigned data for all assignments across multiple projects. The portlet displays project actuals and estimates from the project (datamart tables). The Days Late field is calculated by the baseline date, while the Days Old field is calculated by today's date. Note: Only the projects that the user has viewer rights to will show up in the list. Filters provide the PM, RM, and individual resource the ability to monitor work progress across multiple projects. For example: ~ PMs can filter for all assignments that were to be completed by a given date but still have "Started" or "Not Started" status. ~ If multiple projects are utilizing the same resource, the PM or RM can filter for assignments utilizing that specific resource to prevent over-utilization. ~ A resource may filter for all assignments assigned to them, providing a picture of their total body of work.
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The Key Tasks & Milestone Status report delivers comprehensive visibility into task and milestone performance through intuitive Start Date and Finish Date visualizations. It consolidates critical execution details, including task status, WBS type, and associated attributes such as project name, project manager, overall project status, and task completion percentage. The report supports dynamic filtering across multiple dimensions, including projects, OBS path, OBS type, task status, and WBS type, enabling targeted analysis and rapid insight. Interactive dashboards facilitate effective tracking, monitoring, and governance of tasks and milestones across the projects. -
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. -
Value Stream Management (VSM) isn’t just another buzzword; it’s the visibility layer your digital transformation is starving for. In this session, learn how to map, measure, and maximize value across the entire delivery lifecycle. -
Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned. We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless.
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