4.3 Work Item Module

Work Item Module

View Navigator

Clarizen's View Navigator 'out-of-the-box' default view options vary from module to module.
The figure below shows the Work Items module out-of-the-box' default view options.

Figure 1 : Work Items Module View Manager

 

Team Panel

The Work Items module supports adding Clarizen's Team Panel to the view.
The addition of the Team Panel creates a team-centric view to better assist with team collaboration on all deliverables.

Figure 1: Work Items 'Team-centric' Basic View

  • Click here for more on team-centric views and the Team Panel

 

Grid

The grid is Clarizen's standard data table display for viewing, managing and editing data and items in most modules.
A grid display is one of three display type options used to configure several of the out-of-the-box view options available in the View Navigator for most modules.

Using the Time Range Filter enables filtering the grid to show items and events occurring during the actual period/date(s) defined.

Clicking the icon, located above the ribbon enables managing grid column sets which can then be further filtered and sorted.

Figure 1: Work Items Grid

Searching and Filtering

The Work Items module can be searched and filtered for items and data using the Contextual Search and the Time Range Filter.

The Results Format can be customized to return specific type of results.

The following options exist for displaying Results Format in the Work Plan:

Note:

Clarizen can be searched globally using the Global Search tool.

Retain Hierarchy

Contextual search enables searching for results in the context of the current view.

When searching for items in the Work Plan search results will retain the hierarchy or keep the existing project structure in the context of your view.

By default the Results Format is to retain the hierarchy to keep the present structure when displaying results.

  1. Click the Gear icon 
  2. In Results Format, Retain Hierarchy is the Default, it should be selected
  3. In the Work Plan perform a keyword search
    Results are displayed in dark and light blue retaining the hierarchy of the existing view
  4. Click on the "+" sign next to the light blue text to see embedded items

 

Show Matches Only

This search option will only display items with the selected keyword.

  1. Click the Gear icon 
  2. In Results Format, select the Show Matches Only option
  3. In the Work Plan perform a keyword search
    The Result displays only actual matches disregarding their hierarchic position
     

 

Highlight Results

This search result view option marks the relevant results in context of the entire view, this can be useful if the number of items displayed are minimal however for large projects we recommend using the retain hierarchy option

  1. Click the Gear icon 
  2. In Results Format, select the Highlight Results option
  3. In the Work Plan perform a keyword search
    The result table will keep the entire view highlighting items relevant to the search

Ribbon

The Work Items module ribbon, located under the masthead (at the top-left) provides controls for performing actions on selected items.

Figure 1: Work Items Module Ribbon

Relations Panel

The Work Items module grid displays include the Relations Panel, located on the right-hand side of the screen.

The Relations Panel displays any related items, such as assigned resources, files, and discussions, etc.) of a selected item type in the grid, and enables working with the related items while staying in context of your original view.

You can also view cases including bugs, issues and requests as separate relation items in the Related Items Panel.

The panel is blank when multiple items are selected.

Scheduling Status

The Scheduling Status of work items is displayed with either a Green, Orange or Red colored button, representing a status of On Track, At Risk or Off Track respectively.

Scheduling Status Calculation

The scheduling status is calculated by looking at the Actual Percent Completed versus the Expected Percent Completed.

Leaf Tasks

The scheduling status of leaf tasks (tasks that have no sub tasks) is as follows:

On Track (Green)
If the Actual Percent Completed is under 10% less than the Expected Percent Completed or Actual Percent Completed is greater than the Expected Percent Completed
At Risk (Orange)
If the Actual Percent Completed is 10% or more below the Expected Percent Completed
Off Track (Red)
The due date of the task has passed and the Actual Percent Completed is less than 100%

 

Hammock Work Items

Hammock work items (work items with sub items) follow the same calculation as specified above, however, if a sub work item of the hammock is on the critical path, and has a scheduling status different than the calculated, the hammock will inherit the scheduling status of that sub work item.

Note:

A Project in Clarizen is considered a Hammock (a work item with sub items).

Properties Card

Work Items Properties Card

Properties cards can be accessed from the Work Items, Projects, Milestones and Tasks modules by selecting items in the grid, and clicking located in the Relations Panel.

Click here for information on how to expand a collapsed Relations Panel.

Schedule Settings

This page describes work item schedule settings and includes the following sections:

Setting Constraint Type

  1. Navigate to a work item Properties Card.
  2. Click and scroll down to the Schedule Settings section.

    Figure 1: Schedule Settings
  3. Click the Constraint Type value field to activate the dialog.


    Figure 2: Constraint Type Dialog
  4. Define the required constraint type.
  5. Click
    The dialog closes.
    The work item constraint type setting is set as defined.
    The change appears in the Properties Card Schedule Settings section.

 

Setting Default Work Policy

  1. Follow Steps 1 and 2 of the above procedure.
  2. Click the Default Work Policy field to activate the dialog.


    Figure 3: Default Work Policy Dialog
  3. Define the default work policy.
  4. Click
    The dialog closes.
    The work item default work policy setting is set as defined.
    The change appears in the Properties Card Schedule Settings section.

 

Setting Leaf Tasks Progress Reporting Policy

  1. Follow Steps 1 and 2 of the first procedure on this page.
  2. Click the Leaf Tasks Progress Reporting Policy field to activate the dialog.


    Figure 4: Leaf Task Progress Reporting Policy
  3. Define the Leaf task progress reporting policy.
  4. Click
    The dialog closes.
    The work item Leaf task progress reporting policy setting is set as defined.
    The change appears in the Properties Card Schedule Settings section.

 

Setting Rollup Progress and Dates from Shortcut

  1. Follow Steps 1 and 2 of the first procedure on this page.
  2. Click the Rollup Progress and Dates from shortcut field to activate the control.


    Figure 5: Rollup Progress and Dates from Shortcut Control
  3. Click
    changes to
  4. Click
    The dialog closes.
    The work item Rollup Progress and Dates from Shortcut setting is set as defined.
    The change appears in the Properties Card Schedule Settings section.
Tip:

The option to click the Restore link restores the setting to its previous setting.

Finance Settings

Note:

Finance Settings is definable by Financial users only.

This page describes work item finance settings and includes the following sections:

 

About Financial Settings

The financial settings of work items can only be defined by your organization's Clarizen Financial users.
This section enables setting work items as billable project items, rolling up financial and effort data from shortcuts and setting cost and revenue currency types.

 

Setting Work Items as Billable

  1. Navigate to a work item Properties Card.
  2. Click and scroll down to the Financial Settings section.
  3. Click the Billable field to make it active.

    The control opens.
  4. Click
    The control becomes
  5. Click
    The work item is set as billable.

 

Setting Rollup Financial and Effort Data from a Shortcut

  1. Navigate to a work item Properties Card.
  2. Click and scroll down to the Financial Settings section.
  3. Click the Rollup Financial and Effort Data from shortcut field to make it active.

    The control​ opens.
  4. Click
    The control becomes
  5. Click
    Rollup Financial and Effort Data from a Shortcut is set.

Time Report Settings

This page describes Time Report settings and includes the following sections:

 

Setting Work Items as Reportable

  1. Navigate to a work item Properties Card.
  2. Click and scroll down to the Time Reporting Settings section.

    Figure 1: Time Reporting Settings
  3. Click the Reportable value field to open the Reportable control.


    Figure 2: Reportable Dialog
  4. Click
    changes to
  5. Click
    The work item is set as reportable.
    The change appears in the Properties Card Time Reporting Settings section.
    The Allow Reporting on sub-items switch becomes disabled, hence reporting on the sub-work items is automatically prevented.

    Tip:

    The option to click the Restore link restores the setting to its previous setting.

 

Setting Work Items as Non-reportable

  1. Follow Steps 1 through 3 of the above procedure.
  2. Click
    changes to
    The work items is set as non-reportable.
    The change appears in the Properties Card Time Reporting Settings section.
    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.

    Tip:

    The option to click the Restore link restores the setting to its previous setting.

 

Excluding Entire or Specific Work Items

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

 

Setting Actual Effort Updated From Timesheets

Note:

For Admin users only.

  1. Follow Steps 1 and 2 of the first procedure on this page.
  2. Click the Actual Effort Updated from Timesheets value field to activate the control.



    Figure 3: Actual Effort Control
  3. Click
  4. changes to
  5. Click
    The work items is set as Actual Effort Updated From Timesheets.
    The change appears in the Properties Card Time Reporting Settings section.

    Tip:

    The option to click the Restore link restores the setting to its previous setting.

Have more questions? Submit a request

Comments

Powered by Zendesk