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The Late Risks portlet displays all risks related to active projects that the logged in user has view rights to. The risks 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 Risks across multiple projects without going into each project individually. This portlet displays the risk, the associated project name and project manager, as well as the risk owner, target resolution date, status, priority of the risk, and the total number of days the risk has been open. -
The Late Project Action Items portlet displays all action items related to active projects that the logged in user has view rights to. The action items displayed are those that are past their due date with a status of “In Progress” or “Open”. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. In a single consolidated list, all late project action items can be easily viewed, along with the project with which they are associated, the individual assigned, and the owner of the action item. -
The Last Logged In portlet provides the administrator with an overview of all users within the system and the last time he or she logged into Clarity. Using this portlet, administrators can quickly cleanup any inactive users or provide a list of users to managers that are not logging into the system. The portlet provides several pieces of information related to the resource as well as a “Days Since Last Login” with a status indicator. The administrator may filter on resource/id, OBS, user status, resource manager, or last logged in date to narrow down the results. -
The Executive Dashboard portlet displays information regarding projects the user has security rights to view. It provides a one-stop place for the PMO or management to view all critical information about projects. The portlet not only displays status indicators as well as dates for late items, variances and days late, but also displays the project status fields from the Status Report sub-object. -
The Resource Data Issues portlet is used to identify data exceptions related to resource setup. This portlet helps to identify where resources are missing key data or are possibly sitting in an exception state. This view will show resources that have one or many exceptions, including inactive resources. There is no security built into this portlet - all resources will show. The only required field in the filter is Days, which is the number of days since the user last logged in. The user may also narrow the results by resource, OBS, or project type. -
The Project Data Issues portlet is used to identify data exceptions related to project setup. This portlet helps to identify where projects are missing key data or are possibly sitting in an exception state. This view will show projects that have one or many exceptions, including inactive projects. The user may also narrow the results by project, OBS, or project type. -
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 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 Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) 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 Resource Managers, PMOs and Executives with a simple way to analyse: 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. Note: the information displayed is dependent on what the user has security rights to view. -
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 Assignments portlet displays resource assignments across multiple projects. Currently, assignment information displayed for the project, in OWB, or MSP is limited to a single project. This portlet will provide a single view of the assigned data for all assignments across multiple projects. The portlet displays project actuals and estimates from the project (datamart tables). The Days Late field is calculated by the baseline date, while the Days Old field is calculated by today's date. Note: Only the projects that the user has viewer rights to will show up in the list. Filters provide the PM, RM, and individual resource the ability to monitor work progress across multiple projects. For example: ~ PMs can filter for all assignments that were to be completed by a given date but still have "Started" or "Not Started" status. ~ If multiple projects are utilizing the same resource, the PM or RM can filter for assignments utilizing that specific resource to prevent over-utilization. ~ A resource may filter for all assignments assigned to them, providing a picture of their total body of work. -
The Capacity vs. Allocation by OBS report displays resource capacity and demand across investments. The report can be grouped by any OBS level, providing visibility into resources at any level of the organization. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • Resource capacity amounts display if the resource has availability that is defined and meets the parameter criteria. • Resource demand allocation amounts display if the resource is allocated to at least one investment. Resource assignments are not required. • The Load Data Warehouse job must be run before you run this report. If the Data Warehouse is not populated, the report will not display any data. Also, most of the report parameters do not display options.
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