790 results
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This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks. Useful when you want to make the changes to the project template which has a large WBS structure, and a lot of role assignments to tasks. -
This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs. -
This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs.
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This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs.
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Bar Chart displays average percent variance for all active projects by OBS unit. Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100. Projects with no Budgeted Cost are ignored for the calculation. Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance. This yields the Average Percent Variance. This calculation is performed for active projects in each OBS unit. OBS units include all units at all levels where projects are attached. Portlet filterable by OBS, Financial Status, and Financially Approved. Vertical axis = OBS Unit Name. Horizontal axis = Variance Percent. Data value = Average Percent Variance. Mouseover value = OBS Name + Average Variance Percent. -
Bar Chart displays average percent variance for all active projects by OBS unit. Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100. Projects with no Budgeted Cost are ignored for the calculation. Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance. This yields the Average Percent Variance. This calculation is performed for active projects in each OBS unit. OBS units include all units at all levels where projects are attached. Portlet filterable by OBS, Financial Status, and Financially Approved. Vertical axis = OBS Unit Name. Horizontal axis = Variance Percent. Data value = Average Percent Variance. Mouseover value = OBS Name + Average Variance Percent.
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Bar Chart displays average percent variance for all active projects by OBS unit. Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100. Projects with no Budgeted Cost are ignored for the calculation. Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance. This yields the Average Percent Variance. This calculation is performed for active projects in each OBS unit. OBS units include all units at all levels where projects are attached. Portlet filterable by OBS, Financial Status, and Financially Approved. Vertical axis = OBS Unit Name. Horizontal axis = Variance Percent. Data value = Average Percent Variance. Mouseover value = OBS Name + Average Variance Percent.
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A presentation slide deck from Rego University 2022. This document reviews the best practices for project management in Clarity. - Typical PM Activities
- Use Clarity: Get Off of Excel
- Make Information Easier to Access
- Make Flags Easy to Identify
- Simplify & Automate Reporting
- Open Discussion #3
- Work with a Regular Cadence
- Sample Schedule
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This session will align you with some of the best and most common practices for using Clarity's Project Management capabilities. Come and learn about the capabilities that come out of the box for excellent project management. Things like scheduling, assignments, staffing, views, financial plans and other general project management capabilities will be covered. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas. -
This session will aligning you with some of the best and most common practices for using Clarity's Project Management capabilities. Come and learn about the capabilities that come out of the box for excellent project management. Things like objects, views, financial plans and general project management capabilities will be covered. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas. -
Benefits by year report provide the project manager a single place to view Benefit plan (Forecast /Budgeted) and its associated benefit for various years across multiple projects. Information is displayed in a bar graph and user can further drill down the details to investment level. Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly. User can further narrow their search by OBS Type & Path, Plan Type (Budget/Forecast), Year and Is Plan of Record?. -
The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan. -
The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
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The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
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The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself. -
The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
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The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
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When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft. -
When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft.
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When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft.
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Part of the Business Transformation collection, this bar-chart portlet displays investments and (if exists) any child investments, which are at risk with regard to the schedule of the investments. -
Part of the Business Transformation collection, this bar-chart portlet displays investments and (if exists) any child investments, which are at risk with regard to the schedule of the investments.
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Assignments by Task Over Time report display all assignments by task for all resources. Information can be drilled down to yearly, quarterly or monthly level. This report helps in determining the tasks a user is assigned to or how many hours a user is assigned to a task. You can further narrow your search by OBS Type & Path, Project ID, Project Name, Task Name, Assignment Resource, Is project Active?, Is Template? And Month End date. -
The Assignments by Task Over Time portlet displays all assignments by task for all resources using the timeslices. This portlet is useful for determining which tasks a user is assigned to or how many hours the user is assigned to a task. The user may filter on certain criteria that include: project name/ID, date range, resource name/ID, and resource OBS unit.
