- Overview / Features Matrix

- User Home Page / Dashboard

- Issue, Task & Risk Management

- Document Management & File Tracking

- Quick Correspondence Creation

- Contacts Management

- End User Report Designer

- Systems Administration

- System IT Requirements

- Clearsight Documentation

Clearsight Project Office™ Overview / Features Matrix

"Clearsight Project Office™ creates a collaborative environment to allow the project team to focus on decisions while still maintaining professional standards in information management and security."

Overview

Clearsight Project Office™ is a Windows client-server database application designed to provide integration and filtering of the vast array of information that will be utilised in a project. This may be as simple as being able to, at the click of a mouse, see all the correspondence and tasking being done for an individual stakeholder, or it may be calling up a list of issues related to a project, venue, or site prior to attending a meeting. Business Intelligence Tools avoid the experience of information overload allowing a project team member to access only the information they need at that time to resolve an issue or task.

Clearsight Project Office™ provides a bidirectional workflow to dynamically link multiple documents to multiple issues, tasks, risks, deliverables, stakeholders and sites thereby providing an auditable trail of project decision making.   Clearsight Project Office™ delivers a complete solution to provide 100% file and document tracking and management. Both hardcopy and electronic versions of documents and folders are indexed and cross referenced with easy access via filter and search capabilities.

Key Features Matrix

	Global Features - System Architecture
	Flexible user authentication system to support a broad range of Information Security Requirements.
	Customisable Reports - End user report designer with automated report template deployment
	Solid, well proven server platform supporting both single user installations at no cost and distributed server clusters supporting thousands of users around the world.
	Supports Low Bandwidth Connections (WAN & VPN Ready).
	HomePage Module (User Personalised Dashboard)
	Dashboard View of Issues, Risks and Tasks grouped by Programme highlighting overdue items and items assigned by, or assigned to, the logged in user.
	Automatically refreshing table displaying recently created FileTrack (Document & File management Module) records that the logged in user has permission to see.
	ToDo (Issues, Risk and Task Management)
	Item assignment with progress and date information tracking
	Item history and review logging
	Qualitative risk assessment model
	Advanced Filter, categorisation, sites, priority & search capabilities
	Email notifications
	Integration with document management system  (related documents)
	FileTrack (Document & File management)
	Dated and contact (Contacts Module) relationship tracked file and correspondence registration
	Digital document storage (upload and retrieval) with ID filename appending
	Hardcopy document and file / folder registration and tracking
	100% file format and language independent
	Drag & Drop emails directly from Microsoft Outlook for FileTrack registration
	ToDo Integration - Creation of bidirectional relationship between an incoming letter and related issues, Risks and Tasks, thereby creating an audit trail for decision making and actions taken.
	Advanced search and filter capabilities (Browse Folder structure, text & ID search & Smart Tag filters.
	Contacts Module
	CRM style contacts database (create and edit standard contact detail fields).
	Recent Filetrack records (correspondence and other project documentation) displayed for each contact when selected.
	Private fields for users to update their emergency contact profiles with only a dedicated "HR Manager" role having access to the data if required.
	Contact log for users notes about recent contact notes.
	QuickDocs (Quick Correspondence Creation)
	Rich Text Editor designed for the fast production of short correspondence creation and other form base project documents using templates created with the End User Report Designer.
	Tight integration with the contacts module allowing the quick import of stakeholder contact details.
	Systems Administration
	Programme, Project, Project Team creation and updating
	User permissions management  for project information access