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Xinify Clarity Reports and Portlets Content Pack

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  • Buy / Implement One Module or Entire Pack
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  • Developed using out of the box Clarity fields

Xinify Clarity Reports and Portlets Content Pack

A great amount of necessary effort is expended to setup and plan Resources, Projects, Programs, and Portfolios in CA Clarity. The full value of Clarity is only realized when all of this rich information is extracted from the system in the form and content needed by the users to accomplish their objectives.

This Reports and Portlets Content Pack was developed by Xinify to help clients tap into the rich information contained within CA Clarity all of which contained within this datasheet can be purchased directly from Xinify.

The reports and portlets contained in this Content Pack are sold as is. Any change, modification or functionality extension requests are offered solely at an additional cost.

If you would like to obtain more information or to purchase the Content Pack, contact us at 888-4XINIFY or email us atinfo@xinify.com.

Administrative Support Theme

The administrative support theme reports and portlets are designed to provide Clarity Client Support teams additional tools to more effectively manage the Clarity data.

Logged-in Users Portlet

The portlet is designed to provide administrative information regarding users that are currently logged into Clarity. This portlet provides user id, resource name, logged in date and time, manager of the resource.

Administrative Support Theme

The administrative support theme reports and portlets are designed to provide Clarity Client Support teams additional tools to more effectively manage the Clarity data.

Deleted Projects Portlet

This portlet has been designed to allow users to view projects that are marked for deletion. Currently there is no way to view projects that are marked for deletion. This portlet will provide a great way to ensure that projects are not deleted in error.

Compliance Theme

The compliance theme reports and portlets are designed to provide Clarity Client Support teams additional tools to more effectively manage the Clarity data and to ensure compliance to established policies and procedures.

Resource Rights Report

This report will display all rights granted to resource and show how these rights were granted: Global, Instance, OBS etc.

Compliance Theme

The compliance theme reports and portlets are designed to provide Clarity Client Support teams additional tools to more effectively manage the Clarity data and to ensure compliance to established policies and procedures.

Projects Missing Project OBS Report

This report is designed to display projects missing project OBS assignments. This is particularly useful since many reports and portlets are run using the OBS but the field is not required.

Compliance Theme

The compliance theme reports and portlets are designed to provide Clarity Client Support teams additional tools to more effectively manage the Clarity data and to ensure compliance to established policies and procedures.

Resources Missing Resource OBS Report

This report is designed to display resource missing Resource OBS assignments. This is particularly useful since many reports and portlets are run using the OBS but the field is not required.

Financial Management Theme

The Financial Management Theme reports and portlets are designed to provide additional analysis and review capabilities for Finance departments, project managers are anyone else responsible for capitalization or managing project or departmental budgets.

Project Time Entry Transaction Report by Charge Code Report

This report is design to provide an extract like format for passing data to a financial team to analyze for capitalization purposes.

Financial Management Theme

The Financial Management Theme reports and portlets are designed to provide additional analysis and review capabilities for Finance departments, project managers are anyone else responsible for capitalization or managing project or departmental budgets.

Resource Calculated Costs Report

This report is designed to normalize the hourly rate to be “charged” for salaried employees. If an employee works 9 hours the hourly rate is averaged based on the availability of the resource within the give time period. For example resource rate of $75 hourly with an availability of 8 hours daily worked 10 hours the normalized cost for the resource would be $60 hourly. This is done to ensure that the "true" cost is passed

Financial Management Theme

The Financial Management Theme reports and portlets are designed to provide additional analysis and review capabilities for Finance departments, project managers are anyone else responsible for capitalization or managing project or departmental budgets.

Project Task Charge Code Reporting by Resource OBS Report

This report provides task based data by charge code for specific groups as defined by organizations Resource OBS structure for capitalization analysis.

Financial Management Theme

The Financial Management Theme reports and portlets are designed to provide additional analysis and review capabilities for Finance departments, project managers are anyone else responsible for capitalization or managing project or departmental budgets.

Budget Dashboard Portlet

This portlet provides an at a glance view of the projects budget and forecast. It’s useful for looking at more than one project. This portlet will display as column headers, transaction classes, roles, charge codes or transaction classes and charge codes. The project must be financially enabled in order for this portlet to run.

Financial Management Theme

The Financial Management Theme reports and portlets are designed to provide additional analysis and review capabilities for Finance departments, project managers are anyone else responsible for capitalization or managing project or departmental budgets.

Project Budget/Forecast - Summary Report

This report will display project name, total costs by whatever is selected in the Planning screen by month for the year selected. This report provides an at a glance view of the projects budget and forecast. It’s useful for looking at more than one project. You must be using financial planning in order for this report to run.

Project Management Theme

The Project Management Theme provide additional tools that will allow project managers to have a better understanding of actual labor spend vs. what was planned.

Project Dashboard/Brief Report

This report will display high level attributes of the project in a single page layout. This report can be used as a status report for anyone who needs high level information for a project, program or group of projects. It will pull only key tasks and key issues.

Time Management Theme

The Time Management Theme reports provide Resource Managers, Project Managers with additional analysis tools that will help them review timesheet data.

Pending Actuals Portlet

This is a grid portlet that will be used by the project/resource manager or anyone else responsible for timesheets and approval in order to monitor pending actuals against a project. The portlet will display pending actuals at the lowest level assigned (i.e. tasks if resources are assigned to this level).

In addition, it will display the previous and current time periods, project start and finish dates and status of the task (i.e. Not Started, Started or Completed). If the actuals are pending then it's the result of timesheets not being submitted approved or posted and certain actions must be taken in order for the pending actuals to post.

Resource Management Theme

The Resource Management Theme reports provide Resource Managers with additional analysis tools that will help them understand what their resources are working on, how much they are working and a summary view of past demand.

Capacity Planning Report

This report is designed to provide monthly summary level information of project level and total resource utilization (allocations) for all resources unless otherwise selected. This report will provide high level capacity planning information to know which resources are under or over utilized.


Resource Management Theme

The Resource Management Theme reports provide Resource Managers with additional analysis tools that will help them understand what their resources are working on, how much they are working and a summary view of past demand.

Capacity Planning Report

This is a grid portlet that will be used by the resource manager or anyone else responsible for managing resources to monitor actuals for a given date range by Resource, Resource Manager or Resource OBS. It gives the manager the ability to view total actuals by time period and to download into excel for offline review.

Resource Management Theme

The Resource Management Theme reports provide Resource Managers with additional analysis tools that will help them understand what their resources are working on, how much they are working and a summary view of past demand.

Resource Actuals by Time Period Portlet

This is a grid portlet that will be used by the resource manager or anyone else responsible for managing resources to monitor actuals for a given date range by Resource, Resource Manager or Resource OBS. It gives the manager the ability to view total actuals by time period and to download into excel for offline review.

When you put in the date range, it will display any time periods across the top that fall into the range.

Resource Management Theme

The Resource Management Theme reports provide Resource Managers with additional analysis tools that will help them understand what their resources are working on, how much they are working and a summary view of past demand.

Resource Allocation Listing Report

This report provides a summary of Resources and the projects they are currently working on. It is a convenient way to know where resources are at any given point in time.

Resource Management Theme

The Resource Management Theme reports provide Resource Managers with additional analysis tools that will help them understand what their resources are working on, how much they are working and a summary view of past demand.

Labor Distribution by Resource OBS (hours) Report

This report enables a client to track actual labor hours by resource OBS by project by month. Resource Managers, Engagement Manager or upper level professionals can use this summary report to determine true project spend in hours across an origination.

Resource Management Theme

The Resource Management Theme reports provide Resource Managers with additional analysis tools that will help them understand what their resources are working on, how much they are working and a summary view of past demand.

Project Role Demand by Period Portlet

This portlet has been designed to provide project or resource managers a summary view by roles of a project’s resource demand (allocations or assignments) by quarters. It is a great tool to determine if over and under allocated roles.


Executive Management Theme

The Executive Dashboard Theme reports and portlets are designed to provide high-level analysis and review capabilities for Executives or any else who needs summary level information. They are designed to give a bird’s eye view of the projects and resources.

YTD Delivery Performance Portlet

This portlet will be a graphical representation of the variance (Baseline / Start) and summary of the Projects based on the Project Class field. This portlet compares the Actual Finish with the Baseline Finish to calculate the variance and based on the variance, the Performance.

Delivery will be calculated as to whether a Project is on time, 2 - 3 weeks late or 3-4 weeks late or More than 4 weeks late. When you click on a bar, a list of projects represented by that bar will appear.


Executive Management Theme

The Executive Dashboard Theme reports and portlets are designed to provide high-level analysis and review capabilities for Executives or any else who needs summary level information. They are designed to give a bird’s eye view of the projects and resources.

Portfolio Budget vs. Actual Portlet

This portlet provides a high level view of a company’s budgeted versus the actual costs of their portfolios for the current budget year.


Time Management Theme

The Time Management Theme reports provide Resource Managers, Project Managers with additional analysis tools that will help them review timesheet data.

Project Timesheet Details Report

This report will be used to monitor the burn rate against a project’s total effort as well as provide time sheet details for the projects. The report will always display previous time reporting period, current time reporting period and the totals for all periods for the project. The report will pull time reporting periods based on the current date and how the time periods are setup in your Clarity system.

Time Management Theme

The Time Management Theme reports provide Resource Managers, Project Managers with additional analysis tools that will help them review timesheet data.

Pending Actuals Report

This report will be used by the project/resource manager or anyone else responsible for timesheets and approval in order to monitor pending actuals against a project. The portlet will display pending actuals at the lowest level assigned (i.e. tasks if resources are assigned to this level).

In addition, it will display the previous and current time periods, project start and finish dates and status of the task (i.e. Not Started, Started or Completed). If the actuals are pending then it's the result of timesheets not being submitted approved or posted and certain actions must be taken in order for the pending actuals to post.

 

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