The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.  This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.

Column Label	Description
OBS	OBS the resource(s) belong to
Resource Full Name	Resource’s First and Last Name
Resource ID	Resource’s ID
First Name	Resource’s First Name
Last Name	Resource’s Last Name
Date Last Logged In	Date the Resource last logged in
Date Last Time Investment Updated	Date the Resource last made an Investment update
Resource Active	The Resource’s active status
Employment Type	Resource’s Employment Type
Financial Location	Resource’s Financial Location
Email	Resource’s Email Address
Date Last Time Financial Plans Edited	Date the Resource last made a Financial Plan edit
Date of last entry on a Timesheet	Date the Resource last made an entry on a timesheet
Created Date	Date the resource was added to the system
Date of Hire	Resource’s Date of Hire
Date of Termination	Resource’s Date of Termination
Financial Department	Resource’s Financial Department
Home Page	Resource’s Home Page
Language	Default Language of the Resource
Primary role	Resource’s Primary Role
Resource manager	Resource’s Manager
Track Mode	Resource’s Track Mode
User Name	Resource’s Username

This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan.

The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again.

The Turn off Notifications process disables all Email, SMS and Alerts notifications for all users. This process is helpful if users would not like to receive emails from the system regarding actions items, timesheet submissions, etc. The script may be modified to include all users or all users that have been created within the last day.

The Timesheets by Resource portlet gives the ability to highlight the time periods where resources are working overtime or working less than 25 hours a week. The filter requires timesheet Start Date and End Date to be provided. Additionally, the information can be filtered by Resource, Resource ID, OBS Unit, Employment Type, Resource Manager, Open for Time, and Active status. This portlet displays Resource, Resource ID, Active (yes/no), Employment Type, Primary Role, Resource Manager, and Timesheet Hours Flag. The flags are set with the logic

• Yellow = timesheets not posted / zero hour timesheets
• Green = where number of hours posted is > 25 and less than 45
• Red = where number of hours posted is < 25 or > 45

The thresholds can, of course, be modified.