Flexible Archiving in Clarity

Configure and automate the archiving of relevant project information in Clarity in a targeted and audit-compliant manner.

Business Case: Providing Audit-Compliant Project Data

Solid and reliably documented data provides the basis for many decisions and analyses. Project information prepared by the PMO for committee meetings, for example, are used to inform decisions regarding the budget, hard allocations of resources, or the schedule of a project. Documenting the decisions themselves (e.g., resource allocations) is also an important step to ensure traceability and not lose momentum.

Taking regular snapshots of data is essential for creating and visualizing trend analyses and is therefore also important. For example, in order to obtain an aggregated view of portfolio investments, managers need data on status, resource planning, and finances.

Overall, regular data backups of project-relevant information are essential for the coordinated change management of projects, for ensuring the traceability of decisions and for providing a baseline for analyses. Clarity already provides you with various archiving functions (e.g., baselines). In some use cases, however, these are not sufficient. If you want to archive select fields, we have the right solution for you.

Our Solution: Configurable Archiving in Clarity

With our customized solution for Clarity, you can determine which project information should be archived at which point in time depending on your specific use. For example, you can archive selected status information for predefined projects on a monthly basis. Do you also want to archive the cost, benefit, or budget planning? That is up to the users themselves to decide.

Another example might be a major project change that is coming up. You decide what should be recorded and what actions should be performed. For example, in addition to historicizing resource allocations, you might also want to archive key milestones in the project or create a baseline plan.

Using the configurable archiving in Clarity, any data set can be selected for historical archiving. A background command captures the relevant data at a specific point in time or when a given project event occurs and then saves it in a traceable and structured manner. This allows you to access the project information from a particular point in time, whenever you want, even if the real-time data in Clarity has changed in the meantime.

Added Value for Your Company
  • Individually configurable historicization of any data
  • Availability of audit-compliant project information
  • Access to the frozen status quo of project, resource, schedule, and financial information from the past
  • Linking of archiving to custom defined triggers (e.g., points in time, project events)
  • Targeted and economical archiving of the most important data

Possible Functions

  • Definition of individual logics and triggers for archiving
  • Automatic creation of archiving objects
  • Marking of financial plans for archiving: plan of record, benefit plan, and budget plan
  • Historicization of resource allocations, project tasks, and milestones
  • Parallel creation of baselines
  • Updating of historicized information, including versioning
  • Definition of a subset of projects for archiving using power filters
Einfache Konfiguration der auslösenden Trigger und der Daten, die historisiert werden sollen
Übersichtliche Darstellung des Projektverlaufs und die Möglichkeit, detaillierte Informationen auszuwerten
Übersicht sämtlicher gespeicherter Informationen (je nach Berechtigung)
Detaillierte Auflistung des Projektplans (inkl. Baseline) zum jeweiligen Zeitpunkt
Detaillierte Auflistung der Ressourcensituation zum jeweiligen Zeitpunkt
Configuration

Simple configuration of the triggering events and the data that should be archived

Presentation of the Project Progress

Clear presentation of the project progress and the possibility to evaluate detailed information

Saved Information

Overview of all saved information (depending on permission)

Overview of the Project Plan

Detailed overview of the project plan (incl. baseline) at the respective time

Overview of the Planned Resources

Detailed overview of the planned resources at the respective time

Best Practices and Extensions for Clarity

From functional to technical: We have already found a solution for numerous specific requirements for Clarity systems. You too can benefit from our many years of practical experience with 130+ customers and save valuable time and money!

See all Clarity best practices and extension
2011: Technologiepartnerschaft für Clarity
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