Podcast
Questions and Answers
What does the ACTIVE state signify about a project?
What does the ACTIVE state signify about a project?
In which scenario should a project be placed in the ON HOLD state?
In which scenario should a project be placed in the ON HOLD state?
Which state signifies that no further work is planned for a project?
Which state signifies that no further work is planned for a project?
What is implied when a project is marked as CANCELLED?
What is implied when a project is marked as CANCELLED?
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At what point is a project automatically changed to the COMPLETE state?
At what point is a project automatically changed to the COMPLETE state?
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What are the key fields visible in the Impact Scheduling View of the Work Plan?
What are the key fields visible in the Impact Scheduling View of the Work Plan?
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Which type of Impact Event would a full Division launch be classified as?
Which type of Impact Event would a full Division launch be classified as?
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How can a user specify which markets will be impacted by an event?
How can a user specify which markets will be impacted by an event?
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What should a user do after selecting the appropriate Impact Event type for a task?
What should a user do after selecting the appropriate Impact Event type for a task?
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Which of the following is NOT a task type created for Impact Events?
Which of the following is NOT a task type created for Impact Events?
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What must approvers do to process a pending change request?
What must approvers do to process a pending change request?
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Which of the following is NOT a valid status that approvers can change a pending request to?
Which of the following is NOT a valid status that approvers can change a pending request to?
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If a change request is marked as 'Failed', what does this imply about the request?
If a change request is marked as 'Failed', what does this imply about the request?
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What action must approvers take after reviewing a pending change request?
What action must approvers take after reviewing a pending change request?
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Which status indicates a change request has been accepted?
Which status indicates a change request has been accepted?
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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.
Project Management in Clarizen
- Project managers have full control over work and related objects within their projects.
- The project status can be changed according to its current phase.
Project States
- DRAFT: Default state when a project is first created; signifies the planning stage.
- ACTIVE: Indicates the project is fully scoped and ready for execution.
- ON HOLD: Used when a project is stalled due to awaiting decisions or resource support.
- CANCELLED: Assigned to projects that are no longer needed or have been de-scoped.
- COMPLETE: Automatically set when the last task reaches 100% completion, indicating no further work is planned.
Impact Event Management
- In Comcast's Clarizen setup, Event Reporting and Collision Calendars are linked to tasks marked as “IMPACT EVENT.”
- Ensure to use the Impact Scheduling View to manage Impact Events correctly.
Types of Impact Events
- DEPLOYMENT: Includes full division or region launches indicating project implementation dates for respective audiences.
- TRIAL: Represents market trials, employee trials, and proof of concept initiatives.
- CUSTOMER COMMUNICATIONS: Covers all project-related communications directed towards customers.
Assigning Impact Events to Tasks
- Select the Impact Event column next to the task to access a dropdown menu of available Impact Event types.
- For example, select the "Deployment Impact Event" type for OTT App launch.
- Most Deployment Impact Events are designated as single-day launches.
Identifying Impacted Markets
- In the Markets Impacted column, an editing pane allows inputting the specific market name or selecting from a list of available markets.
- Selection options may include single markets, divisions, specific regions, or all markets across regions.
Change Request Approval Process
- Approvers must log in to their pending approvals and update the status of requests to one of the following:
- Approved
- Rejected
- Failed
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Description
This quiz explores the various states a project can have within the Clarizen platform, including Draft, Active, On Hold, and Cancelled. Understand how these states reflect the overall progress and management of a project. Perfect for project managers seeking to enhance their knowledge of project control in Clarizen.