Dashboard
From Clarizen
The Clarizen Dashboard, or Home Screen, is the default screen when logging into the system. From here users are able to see a high level view of their work items and navigate throughout the system.
Contents |
Projects Pane
The Project panel displays the list of projects running within the organization and can be filtered based on your role within the project (see project roles) as well as the state of the project.
The Projects area of the dashboard displays projects with either thumbnail view, a grid view or a chart view.
Thumbnail View
The thumbnail projects view displays a list of projects in alphabetical order.
The icon displayed on the thumbnail view represents the project, where individual project icons can be changed within the project profile card. To access the project profile card from the thumbnail view simply double click on the project icon.
The name of the individual project is displayed below the project icon. When clicking on the project name, you will be automatically directed to the project plan within the Current Project screen.
Below the project name is the project due date, which is determined by the project timeline.
The colored button to the left hand side of the project due date represents the scheduling status of the project, where green indicates that the project is on track, orange indicates an at risk project and red is indicative of a project that is past due.
Financial users will also notice an addition colored button the right hand side of the due date, which represents the budgetary status of the project. As in the scheduling color, green represents a project that is within budget, orange indicates a project that is at risk for going over budget and red represents a project that is over budget.
The blue bar below the project due date displays the overall project progress.
Mousing over any area of the project thumbnail will display a pop up with the following project information: Name – indicates the project name Importance – indicates the importance level given to the project – Low, Normal, High, Critical Track Status – indicates the scheduling status of the project – On Track, At Risk, Off Track Due Date – represents the overall project due date Completion – gives a numerical count of the overall project progress in %
Grid View
The grid view of the projects window allows users to see a grid of their project. The default grid view display shows the following data:
Scheduling Status Conflicts State Importance Project ID# Project Name Project Start Date Project Due Date Percentage Completion Project Manager
Double clicking on the project icon *insert icon* will open up the project profile card.
Clicking on the project name within the grid view will direct users to the Project Plan within the Current Project screen.
Projects shown with an asterisks or projects that are bold in color indicate newly created projects that have yet to be viewed by the current user.
Chart View
The chart view allows users to view a graphical representation of projects based on the project scheduling status.
Financial users will also see an additional graph of projects based on the budgetary health of the projects.
Clicking on any bar within the graph view will automatically open up the grid view of the projects pane will all projects in either the scheduling or budgetary status of the selected bar.
Tasks Pane
The Task pane displays the list of tasks running within the organization and can be filtered based on your role within the task (see project roles), as well as the state of the task.
The Task Pane of the dashboard displays tasks in either a Grid View or a Chart View.
Grid View
Users can update their task progress within the grid view of the task pane.
To update the % completion double click on the field and enter the overall percentage complete in number form. Updating the % completion in the task pane will automatically update the parent work items of the selected task including the milestone and project.
Actual and remaining effort can also be updated in the task panel in the same way as the % completion, and will affect parent work items in the same manner.
Chart View
The chart view of the task pane allows users to see a graphical view of their tasks by status, as well as a pie chart by importance.
Clicking on any of the bars or pie pieces will direct users to a filtered grid view within the task pane.
Today Window
The today panel in the dashboard gives users a high level view of activities within the organization, basically allowing users to know what they need to do today. Users have the ability to view activities, approvals, and new items within the today window.
Activities
The activities section of the Today Window is broken down into several areas and allows users to view their current work.
My Tasks
The My Tasks section shows the overall number of current tasks assigned to users as well as the total number of overdue tasks.
Clicking on either link will direct users to the Work Items view of the tasks.
Tasks Where I am a Manager
This displays the total number of tasks managed by the user as well as the total number of tasks that are overdue.
Clicking on either link will direct users to the Work Items view of the tasks.
My Issues
Shows the total number of issues assigned to a user, as well as issues that are overdue.
Clicking on either link will direct users to the Issue Subsystem view of the selected issues.
Subordinates' Issues
Shows the total number of issues assigned to resources managed by logged in user, as well as all subordinates's issues that are overdue.
Clicking on either link will direct users to the Issue Subsystem view of the selected issues.
Weekly timesheets to report
Clicking on this link will direct users to the Time Tracking view of all timesheets that require reporting for the given week.
Approvals
The approvals section is designed for managers, and displays the number of Timesheets and Expense Sheets that require approval by the manager.
Clicking on the Timesheet link will direct users to the approval section of the Time Tracking subsystem.
Clicking on the Expense Sheets link will direct users to the approval section of the Expenses subsystem.
New Items
The new items section of the Today Panel will display the new items, or items that have still not been viewed by the user, including new work items and collaboration items.
Once selecting an object, a popup window will display the new items. Users can mark items as Read, Unread or mark all as read within the popup window. Users can also view all new items by selecting the specific type of items within the What’s New dropdown within the popup window.
Once items are viewed and or marked as read they are removed from the What’s New area of the dashboard.
Projects
Displays number of new projects assigned to the users. Clicking on this link will open up a window with detailed project information.
Clicking on the project name within this popup window will direct users to the Current Project view of the selected project.
Milestones
Displays number of new milestones assigned to the user. Clicking on this link will open up a window with detailed milestone information.
Clicking on the milestone name within this popup window will direct users to the Current Project view of the project with the selected milestone highlighted.
Tasks
Displays the number of new tasks assigned to the user. Clicking on this link will open up a window with detailed task information.
Clicking on the task name within this popup will direct users to the Current Project view of the project with the selected task highlighted.
Documents
Displays the number of new documents uploaded into work items assigned to the user. Clicking on this link will open up a popup window with detailed document information.
Notes
Displays the number of new notes uploaded into work items assigned to the user. Clicking on this link will open up a popup window with detailed note information including note text.
Discussions
Displays the number of new discussions added into work items assigned to the user. Clicking on this link will open up a popup window with detailed discussion information including discussion text.
Favorite Reports
Clarizen’s robust Reports subsystem allows users to mark certain reports as favorites. These favorite reports are then displayed in the Favorite Report section of the dashboard. Once a report is selected from the favorite reports section, users can quickly enter the necessary details required for each report and view the report results in either the Results tab or on an excel sheet.
