Podcast
Questions and Answers
What does the ACTIVE state signify about a project?
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?
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?
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?
What is implied when a project is marked as CANCELLED?
At what point is a project automatically changed to the COMPLETE state?
At what point is a project automatically changed to the COMPLETE state?
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?
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?
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?
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?
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?
What must approvers do to process a pending change request?
What must approvers do to process a pending change request?
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?
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?
What action must approvers take after reviewing a pending change request?
What action must approvers take after reviewing a pending change request?
Which status indicates a change request has been accepted?
Which status indicates a change request has been accepted?
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.
