Work Items Overview

This page describes Clarizen work items and includes the following sections:

About Work Items

'Work item' is a generic term that encompasses projects , milestones and tasks .

The Work Items module contains a centralized view of all related work items, allowing users to access data across projects, and to navigate to and manage work items assigned to them as a reviewer , a resource , manager or project manager.

Figure 1: Work Items Module

Reportable Work Items

A reportable work item is a work item that work performed on can be reported by resources in their Timesheets .

Only reportable work items are included in timesheets.

Example:

You are running a project with three milestones and numerous tasks located under the milestones.

Presume you are interested in the effort spent on only each milestone. You are not interested in conducting detailed reporting at the task level.

  • Set the three milestones as Reportable .

Resources assigned to project activities only see the three milestones on their timesheets.

Resources enter their Total Effort for each milestone while reporting. The amount of effort entered equals the effort invested on all individual tasks within the milestone.


To set work items as reportable , set the Reportable switch in the Time Reporting Settings panel of the work item’s Properties Card.
As a result, the Allow Reporting on sub-items switch becomes disabled, indicating that reporting on the sub-work items is automatically prevented.

To define a specific work item as not reportable, uncheck the Reportable switch for that specific work item.

The Allow Reporting on sub-items switch is automatically enabled, indicating that sub-items can be set as Reportable and are added to the Timesheet report.

To exclude the entire project, a specific branch in the project tree, a milestone or hammock task, disable both the Reportable and Allow Reporting on sub-items switches.

Notes:

Check that System Settings include only manually selected work items in the Time Tracking category, and that it is set according to your organization's reporting policy.

A work item must be in Active state in order to be included in a Timesheet.

To add work items in states other than Active to Timesheets, set the relevant System Setting (such as Allow reporting hours on draft work items) in the Time Tracking category.

 

Work Policy

Work Policy defines the relationship and behaviors between the three task-and-resource-related characteristics as explained in details here 

Viewing Resource Assignment to Work (Resource Load)

The Resource Load view provides powerful methods of overseeing your organization’s actual capacity in real time by enabling you to view and manage the work loads of People and Groups according to:

  • Original Planned Work
  • Remaining Effort
  • Work Load (filtered in accordance to a specific scope)
  • Availability (filtered in accordance to a specific scope)
  • Hour Display
  • Unit Display
  • FTE Display
  • Person (Man) Day Display

The Resource Load views enable you to:

  • Add or remove resources to/from your report at any time
  • View reports for groups, job titles or skills as leading items
  • Navigate to a specific user and their specific projects
  • View a load for a specific project’s team
  • Set scope loads according to task status as, billable, specific projects or by a specific set of project types
  • Customize the view according to your needs
  • Set time interval to daily, weekly, or monthly view, and set the date range
  • Run actions on selected work items, users or groups
  • Set scope loads according to task status as, billable, specific projects or by a specific set of project types
  • Filter loads by task status or state, specific projects or by a specific set of project types

These functions assist in understanding if any work items have overloaded resources and in checking the availability of resources for a specific period of time.

 

 

 

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