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A Quick Reference Guide to assist in the creation and management of Status Reports in Clarity’s Modern UX. Reviews accessing the project details from the grid or tile view, creation of a new status report, existing status reports in Classic, updating status reports, customizing project status, and the project status list view. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience. This doc references version 16.3 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports.
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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports. -
The Projects That Should Be Closed portlet displays all projects that have been created before the specified filter date and has had no new time, tasks, or risks/issues updated after the dates specified in the filter. This can assist in identifying projects that are completed or cancelled and should be closed. The table below describes the available columns in the portlet. Column Label Description Project Name Name of the project PM Manager of the project Created Date Created Date of the project Start Start Date of the project Finish Finish Date of the project Created Date Check Identifies if the project meets the Created Before (Days) filter Risks/Issues Check Identifies if the project meets the Risk/Issues – Days Back filter Task Check Identifies if the project meets the Task – Days Back filter Time Check Identifies if the project meets the Time – Days Back filter Project Check Identifies if the project meets the portlet filter Criteria id Internal code used by the query -
The Projects That Should Be Closed portlet displays all projects that have been created before the specified filter date and has had no new time, tasks, or risks/issues updated after the dates specified in the filter. This can assist in identifying projects that are completed or cancelled and should be closed. The table below describes the available columns in the portlet. Column Label Description Project Name Name of the project PM Manager of the project Created Date Created Date of the project Start Start Date of the project Finish Finish Date of the project Created Date Check Identifies if the project meets the Created Before (Days) filter Risks/Issues Check Identifies if the project meets the Risk/Issues – Days Back filter Task Check Identifies if the project meets the Task – Days Back filter Time Check Identifies if the project meets the Time – Days Back filter Project Check Identifies if the project meets the portlet filter Criteria id Internal code used by the query -
The Projects That Should Be Closed portlet displays all projects that have been created before the specified filter date and has had no new time, tasks, or risks/issues updated after the dates specified in the filter. This can assist in identifying projects that are completed or cancelled and should be closed. The table below describes the available columns in the portlet. Column Label Description Project Name Name of the project PM Manager of the project Created Date Created Date of the project Start Start Date of the project Finish Finish Date of the project Created Date Check Identifies if the project meets the Created Before (Days) filter Risks/Issues Check Identifies if the project meets the Risk/Issues – Days Back filter Task Check Identifies if the project meets the Task – Days Back filter Time Check Identifies if the project meets the Time – Days Back filter Project Check Identifies if the project meets the portlet filter Criteria id Internal code used by the query -
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?. -
The Project Status Summary report highlights the overall health and progress of a project by summarizing key information such as current stage, status indicators, major accomplishments, upcoming activities, and resource and cost consumption. It also visualizes risk concentration across categories and includes a high-level Gantt chart showing major phases and milestones. This report provides a clear snapshot of project performance for quick executive or stakeholder review. -
The Project Status Summary 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 Status Summary report displays summary information about a project, including current stage, overall status, key accomplishments, upcoming activities, the cost and amount of resources that are consumed, mapped risks indicating categories with a high number of risks, and a high-level Gantt chart displaying information about the project phases and key milestones. -
The Project Status Report List provides a consolidated view of project health, including schedule dates, work status, and key status indicators. Users can group results by Portfolio Category, Overall Status, Project Type, Stage, Project Manager, Sponsor, or OBS Level, with the report dynamically adjusting its columns based on the grouping selected. Visuals include an overall status pie chart that shows the percentage of projects by status color, and a column chart that breaks down project counts by status, aligned to the chosen grouping option.
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