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Clarity Executive Quick Reference

The Path to Clarity. Opening Clarity 1. From Schweb, go to jump word Clarity . 2. Enter your Windows User Name and Password . Getting Support • Call: Srabana Mallik x79351 | Lesli Ebeltoft x70313 | Parag Sheth x70074 • Email: ISClaritySupport@schwab.com

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Clarity Executive Quick Reference

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  1. The Path to Clarity Opening Clarity 1. From Schweb, go to jump word Clarity. 2. Enter your Windows User Name and Password. Getting Support • Call: Srabana Mallik x79351| Lesli Ebeltoft x70313 | Parag Sheth x70074 •Email:ISClaritySupport@schwab.com • iKnow: http://iknow-sps.schwab.com/sites/Clarity/default.aspx Leveraging Clarity What is the health of my portfolio? Are there any serious issues that need immediate attention? What is my resource capacity? Clarity Executive Quick Reference Project Health Issues & Risks My Reports What is the health of my portfolio? Portfolio Project Health Portlet Click project name to open project for details Click for Project Storyboard Report: Risks, Issues, CRs, project statistics & trends Click a light to drill down to full details Project Manager’s indicator of project health Version 1.0 11/15/06

  2. Are there any serious issues that need immediate attention? Issue Escalation Portlet Click to sort by heading • More Power to you! • You can customize most Clarity screens: • Add and remove columns • Change the sort order • Reuse custom filters • Export to Excel • Support can help in minutes! Click to see Issue details Click to open project Resource Capacity Report What is my resource capacity? Click RUP role to see resources

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