RegoXchange
  • 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.
  • 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.
  • 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.
  • 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?.
  • Time by Task report displays monthly time logged to Tasks for all filtered investments. It also displays total Actual hours associated with a task. User can further narrow their search by OBS Type & Path, Charge Code, Project Name, Task Name, Task Charge Code, Task Status and Month End Date. User can use exact dates or relative dates for Month End Date filter parameters.
  • 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).
  • 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).
  • 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).
  • 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.
  • A Quick Reference Guide to assist with Task Assignments in Clarity.  The document shows screen shots from the Classic UX with the Phoenix theme.
  • 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).
  • 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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