Tasks/Milestone Archives - RegoXchange

All Tasks – Oracle

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The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to. The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:

PMs may have several critical tasks that were supposed to start on a certain date. To verify progress, they filter for that start date to perform a review of the tasks.
PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)

The table below describes the available columns in the portlet. The first 10 are configured in the default view:

Column Label	Description
Project ID	Unique project identifier
Project Name	Name of the project
Project Manager	Manager of the project
Task Name	Name of the task
Task Status	Not Started, Started, or Completed
Task Start	Start Date of this task
Task Finish	Finish Date of this task

All Tasks – Postgres

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The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to. The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:

PMs may have several critical tasks that were supposed to start on a certain date. To verify progress, they filter for that start date to perform a review of the tasks.
PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)

The table below describes the available columns in the portlet. The first 10 are configured in the default view:

Column Label	Description
Project ID	Unique project identifier
Project Name	Name of the project
Project Manager	Manager of the project
Task Name	Name of the task
Task Status	Not Started, Started, or Completed
Task Start	Start Date of this task
Task Finish	Finish Date of this task

All Tasks – SQL

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The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to. The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:

PMs may have several critical tasks that were supposed to start on a certain date. To verify progress, they filter for that start date to perform a review of the tasks.
PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)

The table below describes the available columns in the portlet. The first 10 are configured in the default view:

Column Label	Description
Project ID	Unique project identifier
Project Name	Name of the project
Project Manager	Manager of the project
Task Name	Name of the task
Task Status	Not Started, Started, or Completed
Task Start	Start Date of this task
Task Finish	Finish Date of this task

All Tasks (JS Report)

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All Tasks report provides the Project Managers a single place to view all the tasks associated with a project(s). User can view only the investments that he has access. Project Managers can use this report to view the progress of the tasks and check how the tasks are performing against baseline date. User can further narrow their search by OBS Type & Path, Investment Name, Month Start Date and Is Project Active?.

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All Tasks (Power BI)

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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.

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Assignment by Task Over Time (Power BI)

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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

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Assignments by Task Over Time – Oracle

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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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Assignments by Task Over Time – Postgres

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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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Assignments by Task Over Time – SQL

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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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Configure the Task List – QRG

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A Quick Reference Card to assist as you configure the Task List under the Task Tab on the project. You have the option to remove or add fields to the Task List.

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Copy Tasks from a Template – Classic – QRG

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Projects may need additional tasks from pre-existing templates for ease of use. When adding the tasks to the project, select any part of the template needed for your project. In this Quick Reference Guide, a project has already been created.

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Create Tasks Using the Clarity Gantt QRG – Classic PHX UX

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A Quick Reference Guide to assist in the creation of Tasks using the Clarity Gantt. The screen shots utilize the Classic UX with the Phoenix theme.

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Creating Program Milestones QRG

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A Quick Reference Card to assist in the creation of Program Milestones in CA PPM. This can be done from the Tasks Tab or from the CA PPM Gantt.

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Dashboard: Open Milestones – Oracle

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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).

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Dashboard: Open Milestones – Postgres

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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).

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Dashboard: Open Milestones – SQL

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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).

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Late Milestones – Oracle

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The Late Milestones portlet displays all action items related to active projects that the logged in user has view rights to. The milestones displayed are those that are not closed but are past their finish date or past their baseline finish date. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. This portlet provides a single consolidated view of late milestones based on the current project baseline, and the age of the milestone. The portlet will display the Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (calculated from baseline dates), and Days Old (calculated from today’s date).

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Late Milestones – Postgres

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The Late Milestones portlet displays all action items related to active projects that the logged in user has view rights to. The milestones displayed are those that are not closed but are past their finish date or past their baseline finish date. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. This portlet provides a single consolidated view of late milestones based on the current project baseline, and the age of the milestone. The portlet will display the Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (calculated from baseline dates), and Days Old (calculated from today’s date).

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Late Milestones – SQL

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The Late Milestones portlet displays all action items related to active projects that the logged in user has view rights to. The milestones displayed are those that are not closed but are past their finish date or past their baseline finish date. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. This portlet provides a single consolidated view of late milestones based on the current project baseline, and the age of the milestone. The portlet will display the Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (calculated from baseline dates), and Days Old (calculated from today’s date).

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Late Milestones (JS Report)

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Late Milestones report displays the list of all milestones that are not closed but are past their finish date or past their baseline finish date. The report provides Project Manager the ability to view and track late milestones across multiple projects without going into each project individually. This report displays Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (Elapsed days between Task Finish date and Task Baseline Finish date), and Days Old (Elapsed days between Task Finish Date and Today's Date). User can further narrow their search by Project ID, Project Name, Project Manager Name, Milestone Name, Due Date between, Baseline Date between, Is Milestone?, Is late?, Task Status, Is Template?. User can use exact dates or relative dates for Due Date between and Baseline Date between filter parameters.

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Late Tasks (Power BI)

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Late Tasks report provides the Project Managers a single place to view all the Tasks that are past their baseline finish date. This report provides information such as Investment ID, Investment Name, Investment Manager, Task Name, Start Date, Finish Date, ETC Hours, Days Old and Days Late in Table view. User can further narrow their search by OBS Type & Path, Investment Manager, Investment Name and whether the Task is a Milestone or not.

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Late Tasks with Assignments (JS Report)

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Late Tasks with Assignments report displays the list of all Tasks (with their Total ETC Hours) that are not closed but are past their finish date or past their baseline finish date. The report provides Project Manager the ability to view and track late tasks across multiple projects without going into each project individually. This report displays Project Name, Project Manager, Task Name, Task Status, Task Start Date, Task Finish Date, Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date). User can further narrow their search by Task Name, Task Status, Project ID, Project Name, Project Manager, Is Milestone?, Is late?, Task Start Date, Task Finish Date and Is Template?. User can use exact dates or relative dates for Task Start Date and Task Finish Date filter parameters.

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Managing Project Tasks – Classic Gantt QRG – MUX

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A Quick Reference Guide that assists in managing project tasks in Clarity’s Modern UX via the Classic Gantt. Reviews how to open the Project Scheduler and use of the Gantt View.

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Managing Project Tasks – Task List Tab QRG – MUX

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A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab. Provides a quick review of WBS, accessing the Task List Tab, the associate Sub Tabs, task level conversations, Task To Do’s, Task Assignments, and Task Properties.

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Managing Project Tasks – Task Tab QRG – MUX

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A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab. Reviews accessing the Task Tab, manage task in the Grid, Board and Timeline views.

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My Task Views QRG – MUX

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This training document is a Rego Consulting Quick Reference Guide to assist with the My Tasks View in Clarity’s Modern User Experience. Guide shows how Tasks are access by use of the Task icon in the menu.

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QRG – Managing Project Tasks – Task Timeline – Modern UX 16.0.2

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This training document is a Rego Consulting Quick Reference Guide to assist with the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View.

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QRG – Managing Project Tasks – Task Timeline – Modern UX 16.0.3

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This training document is a Rego Consulting Quick Reference Guide to assist with the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience. This doc references version 16.0.3 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View.

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QRG – Managing Project Tasks – Task Timeline – Modern UX 16.2.1

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This training document is a Rego Consulting Quick Reference Guide to assist with the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View.

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QRG – Managing Project Tasks – Classic Gantt – Modern UX 16.0.2

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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 16.0.2 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.

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QRG – Managing Project Tasks – Classic Gantt – Modern UX 16.0.3

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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 16.0.3 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.

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QRG – Managing Project Tasks – Classic Gantt – Modern UX 16.2.1

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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 16.2.1 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.

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QRG – Managing Project Tasks – Classic Gantt – Modern UX 16.2.1

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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 16.2.1 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.

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QRG – Managing Project Tasks – Task Tab – Modern UX 16.0.2

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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 16.0.2 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.

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QRG – Task Assignments – Modern UX 16.0.2

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This training document is a Rego Consulting Quick Reference Guide to assist with Task Assignments in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides detail on how to use the Assignments tab to add resources to tasks, tips on how to group resource data, updating ETC values and Per-Period Metrics.

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QRG Tasks and To Do Views Clarity – MUX 16.0.3+

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This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document references the Tasks and To Do’s menu items and their associated widgets.

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