Managing Projects with Clarity Course

Course Code: MQ 603
Course Abstract: The goal of this course is to utilize the project planning and control capabilities of Clarity.  This course is designed as demonstration and discussion followed by structured exercises for each subject. This gives each participant an opportunity to practice what they’ve just learned, and encourages them to apply their understanding to real-world project management challenges.
Audience: This course is designed for individuals who are project managers who will be using the Clarity interface to plan, manage and control projects.
Duration: 2 days
Learning Outcomes:

Upon completion of this course, the participant will be able to:

> Create a Project in Clarity using a Template or Shell
> Create a Project Team, Manage Allocations and Estimates
> Create and Manage Project Issues, Risks and Action Items
> Learn the Project Budget and Forecast capabilities of Clarity
> Manage the Collaboration features of Clarity
> Recognize the Project Control features of Clarity
> Run Project Manager Reports and Portlets
> Use the Program Management Features

Course Topics:

Clarity and Project Management
Gain an understanding of what Clarity is and the modules contained within the application
Preview Clarity Project Management Terms and Definitions
Review basic functionality and navigation

Defining a Project
Create a new project
Access, examine and update project properties:
Main
Schedule
Budget
Dependencies
Sub-projects
Financials
Baseline
The Dashboard Tab

Building a WBS
The Task List
Resource Utilization
Work Breakdown Structure
Assignments
Examine the WBS of a project
Add Tasks and Milestones
The Task Dialogue Box
Organize Tasks on the Plan
Discuss Forms

Building a Team and Staffing the Project
Build a Team for your project
Examine project staff properties
Assign resources to tasks
Enter Estimates to Complete for the resources
Discuss Participants and Participant Groups
Discuss Replacing a Resource

Issue, Risk and Change Management
Discuss Issues, Risks and Change Requests
Create a Risk
Learn how Issues, Risks and Change Requests interact

Project Collaboration
Discuss and Create an Action Item
Discuss Document Manager
Discuss the Project Calendar
Discuss Project Discussion Threads
Processes

Financial Planning: Budgets and Forecasts
Setup Financial planning for your project
Create a Budget and Forecast for your project
Discuss revisions to Budgets and Forecasts
Creating from Staff Plan

Controlling a Project
Discuss Autoschedule
Schedule your project
Baseline the plan
Discuss Tracking Actuals
Discuss Analyzing Progress
Closing a Project

Program Management
Learn the difference between a Program and a Project
Build a Program

Reporting and Analysis
Accessing and Running Clarity Reports
Download and Review a Report

Prerequisites: This course requires working knowledge of the Clarity environment including navigation of the user interface.
Note: All fields are required
At the present time we do not offer training for individuals or groups less then 6 individuals. We apologize for any inconvenience.


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