Work Items

Work Items Overview

Work Item is a generic term that includes projects, milestones and tasks.

You can view your Work Items in the Work Items module, which contains a centralized view of all related work items, allowing you to access data across projects. 

Work Item Types

Projects

 

Project Icon

A project is assigned to a project manager and can also be assigned to other team members, such as managers, resources, reviewers, etc. A project may consist of milestones, tasks, or other sub-projects. Although sub-projects are created as part of a parent project, they are considered independent projects that include an independent team and represent a separate deliverable of the project.

Learn more about Projects 

Milestones

 

Milestone Icon

According to standard terminology "A milestone is a significant event in the project, such as an event restraining future work or marking the completion of a major deliverable or phase". Wikipedia

A Clarizen milestone has two usages:

A milestone is typically used as a container of tasks to be completed in order to achieve the milestone’s goals (in terms of content and dates). This methodology enables an instant understanding of every milestone’s status, especially since it is reflected in the project's work items.

You can refer to a milestone as a significant phase or hammock in your project plan, as this needs to be highlighted in the high level overview of your project. By setting a milestone's due date you can make it behave like a date-driven milestone rather than being fully scheduled by its planned work effort.

Learn more about Milestones

 

 

 

Tasks 

 

Task Icon

According to standard terminology "A task is a discrete scheduled component of work performed during the course of a project. A task normally has an estimated duration, start and due date as well as resources. A task can be dependent on other tasks." Wikipedia

 

Learn more about Tasks 

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.

 

Setting Up Modules

Your organization's Clarizen Admn user can add or remove work item modules to/from the Navigation Panel , and the vertical order of appearance of
the modules can be altered.

 

Have more questions? Submit a request

Comments

  • Avatar
    Ted Marcus

    i want to know how to create a task under a milestone

  • Avatar
    Tom Do

    Hi Ted,

    All you have to do is click on the milestone and open it, then, click new to add task. Or you can view it in the project view and click "insert" after you highlight the milestone. Let me know if this helps.

  • Avatar
    Kimberly Novakovich

    The link above is broken for " Click here for more on configuring Navigation Panel layout"

    oops
    The page you were looking for doesn't exist
    You may have mistyped the address or the page may have moved

    Take me back to the home page