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The Late Issues portlet displays all issues related to active projects that the logged in user has view rights to. The issues displayed are those that are past their target resolution date but not Closed or Resolved. The portlet provides a Project Manager the ability to view and track issues across multiple projects without going into each project individually. This portlet displays the issue, the associated project name and project manager, as well as the issue owner, target resolution date, status, and priority of the issue, along with the total number of days the issue has been open. The user has the ability to filter by several criteria in order to narrow down the late issues. -
The Incident Notes portlet displays all of the notes that have been entered against Incidents in a single view. This allows users to more efficiently look at the notes, regardless of security rights, without having to enter each incident individually to view them. -
The Incident Notes portlet displays all of the notes that have been entered against Incidents in a single view. This allows users to more efficiently look at the notes, regardless of security rights, without having to enter each incident individually to view them.
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The Dashboard: Programs Portfolios portlet is placed on the dashboard page of a project. This portlet will show any programs or portfolios the project is a subproject of. The portlet will display the name, code, connection type, manager, and start/finish dates. -
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 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.
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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 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. -
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.
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The Allocation Compliance by Person (Project Manager) portlet gives a view of resource allocation compliance for active resources on the team of an investment the logged in user is the manager for. It allows the PM to see resources on their project over the coming months and whether they are over or under allocated. This portlet leverages the daily allocation and daily availability slices as well as only active investments. The portlet provides filters for specific dates, filtering by resource ID, and resource name may also be added. -
The All Status Reports portlet displays any published Status Report related to a project or across multiple projects. The filter then allows the user to narrow their search by Project Manager, Project, Status or Overall Status Category (overall, cost & effort, scope or schedule). The user may also select if they wish to view only current Status Reports, or to include historical reports as well. The portlet provides the project manager a single place to view all of the status reports without having to go into each project individually, and allows for more efficient management and reporting across projects. Note: Only the projects that the user has view rights to will show up in the list.
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