- Work Details
- Work Overview
- Work Risk Issue and Change
790 results
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Make sure project deliverables are completed on time by tracking work progress and monitoring task assignments. Report Views include: -
Gain an overview of program-level performance, track program milestones, and assess overall program health. Report Views include:- Change Requests
- Program Costs Trend
- Program Costs
- Program Drill Thru
- Program Effort
- Program Gantt
- Program Issues
- Program Milestones
- Program Risks
- Program Staff
- Program Status Reports
- Program Summary
- Program Tasks
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Projects by Status Indicator is a pie chart that displays count of projects by out of box Status Indicator attribute. Legend displays the colors associated with various Status Indicator values. Mouse over the pie chart slice displays the count of projects associated with that respective Status Indicator value. You can further narrow your search by OBS Path, Project Manager and Is Project Active?. -
Projects by Stage and Manager report is a stacked bar chart that displays percentage of projects associated with project manager at a particular stage. Legend displays colors used to represent various Project Stages. This report provides to PMO a quick snapshot of where certain projects are sitting with each Project Manager. You can further narrow your search by Project Manager, Project Name, Is Project Active? , Is Template? And Is Program? -
This portlet displays Actual Time by Project over a span of time. It supports Annual, Quarterly, Monthly, and Weekly time periods. The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type. -
This portlet displays Actual Time by Project over a span of time. It supports Annual, Quarterly, Monthly, and Weekly time periods. The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type.
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This portlet displays Actual Time by Project over a span of time. It supports Annual, Quarterly, Monthly, and Weekly time periods. The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type.
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There are many times user’s wants to see the preview of file uploaded on attachment attribute. This Technical Trick will illustrate the steps for an Administrator to preview an attachment. This solution will help to preview PDF, Text file and Image(.png) file. For Microsoft word, PowerPoint and Microsoft Excel, it displays an icon. -
Project Variances is a grid chart that provides project managers a single place to view baseline variance at task level for various projects. This report helps managers analyze how projects are progressing against their baselines and helps them in taking correcting measures if required. You can further narrow your search by OBS Type, OBS Path, Project ID, Task Finish Date, Task Total EAC to Baseline Hours variance, Task Total EAC to Baseline Hours variance%, Task Total Baseline Hours, Task Total EAC Hours and Is Project Active? -
Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit. -
Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit.
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Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit.
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This training document is a Rego Consulting Quick Reference Guide to assist with the process of entering and submitting timesheets in Clarity’s Modern User Experience. The document reviews Accessing and Selecting Timesheets, Population of the Timesheet, and Updating Time & Submitting. -
Are you considering or analyzing PMO value metrics? This class is a working session will cover lessons learned in PMOs, so you can craft guiding metrics, with or without a tool. -
Horizontal Bar Graph displays total number of projects for each Business Owner/Sponsor for a selected Project Parent Stage (only Project Investments included). Vertical Axis displays Business Owner name. Horizontal Axis displays number of projects. Filter selectable for any Project Parent Stage. Color coding of bar and legend are synchronized to detail stage under the parent. Total for each detail stage displays on each segment of the bar. A mouseover displays a percent of total for each detail stage. -
Horizontal Bar Graph displays total number of projects for each Business Owner/Sponsor for a selected Project Parent Stage (only Project Investments included). Vertical Axis displays Business Owner name. Horizontal Axis displays number of projects. Filter selectable for any Project Parent Stage. Color coding of bar and legend are synchronized to detail stage under the parent. Total for each detail stage displays on each segment of the bar. A mouseover displays a percent of total for each detail stage.
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Horizontal Bar Graph displays total number of projects for each Business Owner/Sponsor for a selected Project Parent Stage (only Project Investments included). Vertical Axis displays Business Owner name. Horizontal Axis displays number of projects. Filter selectable for any Project Parent Stage. Color coding of bar and legend are synchronized to detail stage under the parent. Total for each detail stage displays on each segment of the bar. A mouseover displays a percent of total for each detail stage.
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The Program Costs portlet looks like a cost plan. It will summarize all cost plans from projects within the program and display the totals. -
The Program Costs portlet looks like a cost plan. It will summarize all cost plans from projects within the program and display the totals.
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The Program Costs portlet looks like a cost plan. It will summarize all cost plans from projects within the program and display the totals.
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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 -
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 -
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 -
This is a list of 12 typical maintenance items that should be completed for Clarity on an annual basis. There is also a short list of items that should be completed periodically depending on client policies. -
A Quick Reference Guide to assist in managing a Custom Investment in Clarity’s Modern UX. Reviews accessing the Custom Investment Link and navigating the tabs. -
A Quick Reference Guide on setting up Custom Investments in Clarity’s Modern UX. Reviews setting up the Custom Investment, and creating Custom Investment Records. -
The Project Storyboard report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Project Storyboard report shows key aspects of a project that is organized in separate frames. Each frame in the report displays project information such as project dates, project objective, the amount, and cost of resources that are planned and actual, key accomplishments, upcoming activities, current issues and risks, and the project progress toward goals. This report can be used to analyze the project earned value and track work performance to account for cost and schedule variances. -
Out of the box, there is no way to export or report on the Modern UX Roadmap Grid view. This report allows the end user to select one or more roadmaps and provides an exportable view of several OOTB fields from those roadmaps. When exported to and open in excel, the first tab will display a combined view of all selected Roadmaps, one row for every Roadmap Item, and additional tabs will display Roadmap-specific views. Custom attributes may be added to the report by your developers. -
Out of the box, there is no way to export or report on the Modern UX Roadmap Grid view. This report allows the end user to select one or more roadmaps and provides an exportable view of several OOTB fields from those roadmaps. When exported to and open in excel, the first tab will display a combined view of all selected Roadmaps, one row for every Roadmap Item, and additional tabs will display Roadmap-specific views. Custom attributes may be added to the report by your developers.
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The Rego Estimation Module Provides a more accurate estimate earlier in the idea/project lifecycle.- Is applied consistently so it can be improved.
- Retains the data in Clarity to enable analysis.
- Provides ongoing feedback by comparing estimates to current EAC.
- Provides historical record of estimating for projects overall as well as change requests.
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The Rego Estimation Module Provides a more accurate estimate earlier in the idea/project lifecycle.
- Is applied consistently so it can be improved.
- Retains the data in Clarity to enable analysis.
- Provides ongoing feedback by comparing estimates to current EAC.
- Provides historical record of estimating for projects overall as well as change requests.
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The Rego Estimation Module Provides a more accurate estimate earlier in the idea/project lifecycle.
- Is applied consistently so it can be improved.
- Retains the data in Clarity to enable analysis.
- Provides ongoing feedback by comparing estimates to current EAC.
- Provides historical record of estimating for projects overall as well as change requests.
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This video describes the process review and approve/reject Pending Actuals and ETCs within OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process to baseline a project using OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process to Autoschedule a project using OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process either a Start or Finish date on a project in OWB. The date (start or finish) will determine the point from which all tasks in the project are then scheduled. The video is available in both .m4v and .wmv formats.
