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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. -
Project Variance report provides project managers a single place to view all their active projects, open tasks, Task EAC hours, Task Baseline hours and their variance. Project Managers can use this report to view and manage their projects progress against their baselines. They can easily detect the projects that are running behind and pinpoint the tasks that are causing the variance in the schedule. You can further narrow your search by OBS Type, OBS Path and Project. -
A slide deck that reviews the processes for time entry and approval of timesheets in Clarity’s Modern UX. Used for Rego’s training engagements, it covers the Time Entry process via flow chart, steps for submitting a timesheet, adjusting a returned timesheet, and adding or removing tasks from a timesheet. -
Project Manager- Resource/Compliance report provides project managers a single place to view Compliance status for various critical KPIs. All the KPIs are depicted in various visualizations.- Unfilled Demand: Donut chart that gives you the count of roles (within projects) that are not filled by resources.
- # Of New team members: Scorecard that displays the count of new team members added to the projects.
- Resource Constraints: Donut chart that gives you the count of Over utilized and underutilized resources
- Unsubmitted Time: Dial gauge that displays the count of resources that did not submit time.
- Stale Tasks: Dial gauge that displays the count of tasks that are past their due date
- Status Report Compliance: Dial gauge that displays the compliance of status reports for various projects.
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Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis. This report displays Investment Name, Task Name, Resource Name and its monthly assignments. You can further narrow your search by OBS Type & Path, Investment Manager, Investment Name, and Year -
A slide deck used in Rego’s training classed for Project Management in the Modern User Experience. Reviews terms and definitions, the OBS, Work Breakdown Structure, Templates, Roles and Responsibilities, Allocation vs ETC, Accessing Projects, Project Creation, Staffing, Tasks, Assignments, To Dos, Project Financials, and more. -
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 16.0 views. Doc reviews the Menu Bar and User Tool Bar. -
All Tasks report provides project managers a single place to view KPIs related to Tasks. All the KPIs are depicted in various visualizations. Pending Actuals: Scorecard that displays the # of Actuals that are still open and not yet posted. Average Days Old: Scorecard that displays the average number of Task Days Old. Days Old is the difference between Task Finish date and Today’s Date (when Today’s Date > Task Finish date. In other cases, it is zero) Tasks by Finish Date: Column chart that displays # of Tasks by Year of Finish date. X axis display Calendar years. Data labels indicate the number of Tasks finish date within that year. Actuals by OBS level 2: Column chart that displays sum of Task Actuals by OBS level 2. X axis display OBS level2. Data labels indicate the Actuals within that OBS level2. Grid: Displays Risk details such as Project Name, Project Manager, Task Name, Task Status, Start Date, Finish Date, Days Late, Days Old, Actuals, ETC and Pending Actuals Days Late is the difference between Task Finish date and Baseline Finish Date (when Baseline Finish Date > Task Finish date. In other cases, it is zero) You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager. -
Project Status and Costs report has the details of the Project Schedule, Scope, Cost and Effort Statuses along with Planned, Budget & Actuals costs. There is also graphical representation that shows Top 10 projects by Planned Cost, Budget vs Planned vs Actuals by Cost Type. User can further narrow their search by OBS Type & Path, Project(s) and Project Manager. -
All Issues report provides project managers a single place to view KPIs related to Issues. All the KPIs are depicted in various visualizations. Open Issues: Scorecard that displays the # of Issues that are not closed or resolved. Average Days Open: Scorecard that displays the # of days on an average an issue is in open state. Issue category: Column chart that displays # of Issues by category. X axis displays various Issue categories. Data labels indicate the number of Issues associated with that category. Issue Priority: Column chart that displays # of Issues by priority. X axis displays various Issue priority. Data labels indicate the number of Issues associated with that priority. Grid: Displays Issue details such as Project ID, Project, Issue ID, Issue, Category, Assigned To, Status, Priority, Target Resolution Date and Days Open. You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager. -
All Change Requests report provides project managers a single place to view KPIs related to Change Requests. All the KPIs are depicted in various visualizations. Change Request Count: Scorecard that displays the # of Change Requests for the selected criteria. Change Request by Priority: Column chart that displays # of Change Request by Priority. X axis displays various Change Request priority. Data labels indicate the number of Change Request associated with that category. Change Request Status: Column chart that displays # of Change Request by Status. X axis displays various Status. Data labels indicate the number of Change Request associated with that Status. Grid: Displays Change Request details such as Investment ID, Investment Name, Investment Manager, Change Request ID, Change Request Name, Status, Priority and Expected Close Date. You can further narrow your search by Expected Close Date Range, OBS Type and OBS Path. -
Project Health by PM is a dashboard that contains multiple visualizations showing various KPIs of projects managed by a project manager. Dashboard shows KPIs like summary of Over Due tasks, Critical tasks, Unfilled roles on Project, Effort and Schedule variance etc. Spend this month – Area graph that shows Actual vs Budget cost for current month. Spend and Budget by Year – Ribbon chart that shows yearly distribution of Actual vs Budget cost. Project Map by Estimated time left – Tree map representing ETC hours remaining on each project. Team – Grid section that shows list of team members with respective Actuals and ETC hours. Actual Hours, Allocated Hours and ETC Hours by Fiscal Month – Area graph that shows monthly distribution of Actuals vs Allocation vs ETC.
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