Project Management in Clarizen

Questions and Answers

What does the ACTIVE state signify about a project?

The project is in its preliminary stages and has not yet started.

The project is not fully defined and requires further planning.

The project is ready for execution and is fully scoped. (correct)

The project is currently under review by stakeholders.

In which scenario should a project be placed in the ON HOLD state?

When the project is not progressing due to pending decisions or resource support. (correct)

When the project has reached its final stage.

When the project has been deemed successful and requires closure activities.

When the project objectives have changed significantly.

Which state signifies that no further work is planned for a project?

CANCELLED

ACTIVE

DRAFT

COMPLETE (correct)

What is implied when a project is marked as CANCELLED?

The project is no longer needed or has been de-scoped. Signup and view all the answers

At what point is a project automatically changed to the COMPLETE state?

When the last task is marked as 100% complete. Signup and view all the answers

What are the key fields visible in the Impact Scheduling View of the Work Plan?

Impact Event and Markets Impacted Signup and view all the answers

Which type of Impact Event would a full Division launch be classified as?

Deployment Signup and view all the answers

How can a user specify which markets will be impacted by an event?

By selecting from a list in the Markets Impacted column Signup and view all the answers

What should a user do after selecting the appropriate Impact Event type for a task?

Click Enter to confirm the selection Signup and view all the answers

Which of the following is NOT a task type created for Impact Events?

Market Research Signup and view all the answers

What must approvers do to process a pending change request?

Log into their pending approvals and change the status Signup and view all the answers

Which of the following is NOT a valid status that approvers can change a pending request to?

Completed Signup and view all the answers

If a change request is marked as 'Failed', what does this imply about the request?

The request could not be processed Signup and view all the answers

What action must approvers take after reviewing a pending change request?

Change the status to one of the three options Signup and view all the answers

Which status indicates a change request has been accepted?

Approved Signup and view all the answers

Study Notes

Project Manager Control

Project managers in Clarizen have comprehensive authority over all aspects of their managed projects, including the ability to modify project states.

Project States

DRAFT:
- Initial state for a project upon conversion.
- Indicates the project is in the planning stage.
ACTIVE:
- Signifies that a project is fully scoped and ready for execution.
ON HOLD:
- Used when a project is temporarily stalled, often due to waiting for decisions or resource support.
CANCELLED:
- Represents a project that is deemed unnecessary or has been de-scoped.
COMPLETE:
- Indicates no further work is planned.
- A project automatically transitions to this state once the last task is marked as 100% complete.

Clarizen Configuration for Comcast

Event Reporting and Collision Calendars are based on defining a task as an "IMPACT EVENT" and specifying its associated markets.
Ensure correct view by selecting Impact Scheduling View from the top menu while adding/editing Impact Events.
In Impact Scheduling View, two new fields appear in the Work Plan: Impact Event and Markets Impacted.

Types of Impact Events

DEPLOYMENT: Represents full Division or Region launches, indicating project implementation dates for customers, employees, or systems.
TRIAL: Involves market trials, employee trials, and proof of concept initiatives.
CUSTOMER COMMUNICATIONS: Encompasses targeted and broad project-related communications with customers.

Assigning Impact Events

Select the Impact Event column field adjacent to the task to assign an Impact Event.
A drop-down list provides six Impact Event types for selection.
For launching the OTT App, choose the Deployment Impact Event type, utilizing primarily single-day launch events.

Identifying Impacted Markets

After assigning an Impact Event, specify the impacted markets by selecting the Markets Impacted column field next to the task.
An editing pane allows for typing the market name or selecting from a list of available markets.
Users can select individual markets, divisions, regional markets, or all markets across regions.
A visual representation of all available markets is accessible for reference.