Clarity Fundamentals Reference Guide Log In User Name

Clarity Fundamentals Reference Guide Log In • User Name • Novell User ID • Password • As set up Navigation • Clarity Tool Bar • Main Menu • Left Hand Navigation Bar • Tabs and Sub Tabs • Content Menu and Area • Page Tool Bar • Page Navigation and Title Overview Page • System default page • Displays information and functions you have access to Timesheet Page • Access all active and posted timesheets Account Settings Page • Used to view demographics • Functions • View Personal Information • Change Password • Change Font Size • Assign Proxy • Set Notifications Configure Pages • Select Configure from Actions Drop Down (any portlet) • Layout • Define Columns • Fields • Format Fields • Options • Set Global Settings • Aggregation • Set up Totals • Time Scale • Set Time Slice to Display On-Line Help Standard Text Help • Function • Contents • Index (Glossary) • Search • Access • Click Help Icon on Shortcut Bar • Select Function • Select Print Icon (Print Copy) Interactive Help (CAPA) • Function • See It • Watch steps to perform function • Try It • Perform guided steps in practice area • Know It • Perform steps in practice area • Do It • Interactive guide to perform steps • Print It General Information Shortcut Bar • Home - Go to Clarity Home Page • Set Home - Set new Clarity Home Page • Timesheet - Access current weeks’ timesheet • Navigation - Hide / Show Left Navigation Bar • Help - Clarity Standard Help • Capa - Clarity Interactive Help Portlets Personal • Overview - Default Home Page • Timesheets - Main Timesheet Portlet Management Reports • Executive Summary Portfolio Management • Projects - Access Project List Page Resource Management • Resources - View Listing of Resources - Access Role/Allocations Detail Portlet • Resource Planning - Access Workloads Porlet - Access Role/Allocations Detail Portlet

Clarity Project Management Reference Guide Overview • Build Work Breakdown Structure • Create dependencies • Assign resources to tasks • Establish estimates to complete by resource / task • View Critical Path • Capture baselines and review variances • Associate Actual Hours to tasks via Timesheets • Re-Plan as need • Create, edit and print user defined views • Highlight potential issues or problems with your plans • Analyze Dashboards for project status System Settings • General Tab • Define system defaults • Defaults Tab • Used to define preferred project scheduling options • Location Tab • Used to define or change default directory locations • WBS Tab • Used to create and modify WBS levels • Display Tab • Used to change display colors • Time Scale • Used to adjust time scale display on views paste into workbench Work Breakdown Structure • Project • Phase • Activity • Task • Milestones Standard Views • Favorites Group • Gantt Chart • CPM Network • Phase Level Gantt • Planning Group • WBS Definition • Dependency Definition • Resource Assignment • Executing Group • Schedule • Dependency Status • Controlling Group • Status Update • Unused Availability • Variance Analysis • Revised Schedule Resource Assignments • Assign resources to tasks and assign level of effort • Right click on task and select “Assignments” • Drag and Drop • Highlight one or more resources • Drag over task name • Assign Estimates to Complete Highlights Task Task Gantt Key Task Not Started Dependency Conflict Started Resource Overcommitted Completed Not Started Completed On Critical Path Milestone Adding Tasks • Tab over or click name column and enter task name • General Tab • Used to create or edit basic task information • Resource Tab • Used to assign resources and estimates to tasks • Dependencies Tab • Used to create tasks dependencies • Advanced Tab • Used to define and edit task scheduling constraints and other relevant task information • Notes Tab • Used to add task level notes Dependencies • Finish – Start, Finish – Finish, Start – Start, Start – Finish Tasks Loading Patterns • Front, Contour, Back, Uniform Portlet Views • Team Page • Summary information • Dashboard • Detail information

Clarity Resource Management Reference Guide Overview • Use to monitor and adjust staff’s Allocations and Assignments and to determine Availability and Utilization • Used to determine and calculate Actual Usage by combining Actual Hours Posted + Remaining Assignments (ETCs) Portlets Resources • Resource Listing • Resource / Role Allocations Resource Planning • Workloads • Resource / Role Allocations Resources • Used to view a listing of your resources, with the ability to drill down to the Role / Resource Allocations Page • Access by clicking on Resources; found under Resource Management Portlet on Navigation Bar • Configure Porlet to display required data Resource /Role Allocations • Used to display a combination of allocations and assignments by resource across allocated and assigned projects • Configure Porlet to display required data • Access from either the Resource Listing or Resource Workloads Portlets by clicking on the Allocations Detail Icon Resource Workloads • Used to view a listing of resources by team, department or organization • Configure Porlet to display required data • Access by clicking on Resource Planning found under Resource management Portlet on Navigation Bar Terminology • Capacity • Total workable hours by day, week, month and year • Allocations • Total projected workload hours by day, week, month and year • Availability • Capacity – Allocations • Assignments (ETCs) • Total assigned work hours by day, week, month and year • Utilization • Capacity – Assignments • Actual Hours • Hours worked and entered on timesheets • Total Usage • Actual Hours + Remaining Assignments

Clarity Time Sheet Reference Guide Populate Timesheet • Click Populate button on the bottom of the timesheet • System populates timesheets with tasks that have been set up on individual projects Additional Tasks Needed • Select Add to view listing of additional tasks • Click box to left of task to be added to timesheet • Select add to add task to timesheet • Click Save to save added tasks Remove Tasks Not Needed • Click box to left of task to be removed from active timesheet • Select Delete to remove tasks and add to Tasks List • Click Yes to confirm removal • Click Save to save changes Enter Time • Enter number of hours worked on each task by day • Auto distribute hours • Enter total hours in Total Column and Click Save • Click Submit for Approval at end of week to submit timesheet for approval Timesheet Statuses • Open • Timesheet not yet submitted for approval • Submitted • Timesheet submitted for approval • Returned • Timesheet rejected by approver and returned for corrective action • Approved • Timesheet approved and cannot be modified • Posted • Clarity job that post the actual hours to the system • Adjust • Only posted timesheets can be adjusted Overview • Used to record ACTUAL time worked by week • Team members receive weekly assignments on timesheets • Team members track time and submit timesheets weekly • Timesheet approvers approve or reject submitted timesheets • System process posts all approved timesheets • Project Managers analyze and re-plan their projects based on posted actual hours Correct Returned Timesheets • You will receive an email stating timesheet is being returned • Open returned Timesheet • Make corrections • Click Submit for Approval Other Functions Print Timesheet • With timesheet open, click the Printable Version link found at the top right and bottom of the screen Enter Notes • At task or timesheet level • Click on Time Entry Notes Icon to open Notes Window • Enter text for note • Enter category for note (not required) • Click Add – new note listed on Time Entry Notes Page • Notes are listed in the order they are created Timesheet Steps • Open and Populate timesheet • Add or Remove tasks • Enter daily time • Enter tasks or timesheets notes (not required) • Save Timesheets daily • Submit Timesheets weekly • Adjust Posted Timesheets (as needed)