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The Dashboard: Open Milestones portlet gives an overview of all milestones that are started or not started for a single project. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. The milestones are sorted by Due Date. It displays the name, Due Date, Baseline Date, Days Late (Due Date – Baseline Date), and Days Old (Current Date – Due Date). -
The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results. -
The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results.
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This training document is a Rego Consulting Quick Reference Guide to assist with the management of project tasks from within the Tasks tab in Clarity’s Modern User Experience. This doc references version 16.1 views. Document covers Task Tab, Timeline View, Board View, Grid View, adding and removing columns, saving views, task details, To Dos, Assignments, Links, Conversations and View Options settings. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience. This doc references version 16.1 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies. -
This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience. This doc references version 16.1 views. Doc reviews the Menu Bar and User Tool Bar. -
The Rego: Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job. The process takes the primary skill that is on the resource object and moves it to all of that resource's team records where the primary skill on the team record is null. Utilizing these fields and process provide a quick way to determine what skill each resource is bringing to the project. This process makes the transition seamless from resource primary skill to team primary skill. -
The Time by Assignment portlet displays time logged to assignments for all investments the logged in user has security rights to view - pulling data from the timeslices. It is capable of displaying the data by weekly, monthly or quarterly segments. The portlet may also be filtered by investment and resource OBS. -
The Projects Within Baseline Effort portlet will display all projects’ baseline effort in a pie chart by three different categories: Out of Baseline, Within Baseline, and Within 10% of Baseline. This portlet is used by the PMO to provide management with a snapshot of all projects and their baselines. -
The Projects Within Baseline Effort portlet will display all projects’ baseline effort in a pie chart by three different categories: Out of Baseline, Within Baseline, and Within 10% of Baseline. This portlet is used by the PMO to provide management with a snapshot of all projects and their baselines.
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The Late Tasks portlet provides a Project Manager the ability to view and track tasks across multiple projects with due dates in the past. This portlet provides a single consolidated view of late tasks, their task start and finish date, and ETCs remaining for the task. Also displayed is the number of days that the Task Finish Date is different from the current baseline finish date (Days Late) as well as the number of days that have passed beyond the task finish date and the current date (Days Old). The user will see all tasks associated with the projects to which they have access. -
The Late Project Action Items portlet displays all action items related to active projects that the logged in user has view rights to. The action items displayed are those that are past their due date with a status of “In Progress” or “Open”. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. In a single consolidated list, all late project action items can be easily viewed, along with the project with which they are associated, the individual assigned, and the owner of the action item.
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