Axis Group | Business Intelligence, Data Warehousing, QlikView, Analytics

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Project Tab Overview

  • Primary entry point for users
  • Provides high level summary overview of key enterprise project information
  • Delivers Project Health, Cost, Resource and Status information
  • Clean presentation designed for Executive viewing.
  • Deliver information the way you want to see it
  • All project, resource, and financial data is seamlessly integrated allowing you to view a set of projects and then see the resource and financial impacts for the projects selected
  • Objects shown include:
    • Overall Project Status with stoplight indicator and project counts
    • Bar Chart Pareto View of Planned Cost by Sponsor, Business Unit, Project Category
    • Pie Chart of Planned Cost by Business Driver, Funding Source, Approval Status, Progress, Spend Type, Bus Plan Year, Strategy
    • Capacity vs Demand Histogram showing Availability vs Allocation Demand and Actuals (in hours). Selectable and drillable by Year, Quarter, and Month.
    • Projects In-Flight is a monthly view of project activity based upon Progress

Project Analysis

  • Provides the PMO view of all projects and enables the assessment of project information from multiple perspectives.
  • Supports easy access and detailed analysis of key project health information.
  • Supports display and selection of up to 10 Clarity custom project attributes.
  • Objects shown include:
    • Overall Project Status with stoplight indicator and project counts
    • Selectors for In-Flight projects, Business Unit, Project Category, Approval Status, Progress, Business Plan Year, Ranking, Funding Source and Enterprise Strategy
    • Bar Chart Pareto View of project counts by Business Function
    • Pie Chart view of project counts by common project OOB and customer attributes (eg… like Funding Source, Spend Type, Bus Plan Year, Enterprise Strategy)

Project Detail

  • Provides detail and summary information for an individual project. Financial, Resources and Project information for a single project are displayed on one easy to view screen. Customized to your Clarity information
  • Key Milestones, Issues, Risks are available as an option
  • Objects shown include:
    • Individual project detail including Status, Name, Description, Status Comments, Start, Finish Dates, Status Indicators, plus project classification details which may include OOB and custom attributes. Also include key contacts on the project
    • Resource Histogram view with overall availability, allocation and actuals for the project
    • Planned Cost view showing planned cost by Transaction Class and Charge Code. Actuals view also available

Financial Analysis

  • Detailed financial views allow for the analysis of planned and actual project cost from Clarity financials.
  • Provides time based slicing of financial details delivered in annual, quarterly and monthly views with a single click.
  • Simple access to Transaction Class and Charge Code details.
  • Objects shown include:
    • Planned Cost views show time based slicing of financial details delivered in annual, quarterly and monthly views. Actual cost available for side by side comparison
    • Planned Cost view with selection of Transaction Class and Charge Codes
    • Total Spend view is a project list view with tabular financial information including Budgeted Cost, Planned Cost, Actual Cost and other financially related information
    • Selection list boxes customized to key OOB and custom attributes
      

Resources

  • Provides resource headcount information to support analysis by employee type, resource class, status, and other OOB and custom resource values.
  • When selecting projects on other tabs, the Resources sheet will display the resources working on the selected projects. Similarly, choosing a resource allows easy viewing of the projects those resources are assigned to.
  • Objects shown includeo
    • Resource OBS view provides a view of the Clarity Resource OBS.
    • Resources by OBS gives a graphical view that allows the user to drill down the resource hierarchy
    • Resources by Role provides resource counts
    • Resources and Roles are displayed to provide specific details.
      

Resource Detail

  • Provides detailed views of resource, role and project information delivering key metrics including Availability, Allocations and Actuals in a fast flexible way that supports rapid query and discovery of conflicts.
  • Easily select specific time periods and change the view from month to quarter to year with a simple click. Underallocated and Overallocated resources are highlighted as a heat map.
  • Objects shown includeo
    • Capacity vs Demand provides information that is displayed on the Project Overview and Project Detail sheets. This histogram displays Availability (Capacity), Allocations, and Actuals.
    • Resource Detail is a table with resource information allowing analysis by Project, Primary Role, Name, Project Mgr, Phase and Rank.

Data Quality

  • Fast access to Data Quality issues that impact the reliability of information and the PMO’s credibility.
  • Data issues are flagged and accumulated by Project, Project Manager and Organization.
  • Identify missing and stale data quickly and easily with best practice metrics.
  • Introduce your key metrics to monitor and drive organizational compliance.
  • Examples include: Last Update >30 days, Missing Financial Plan, Status Indicators Missing, Unapproved projects that have started, and more. 

 

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