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The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results. -
The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results.
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The Dashboard: Programs Portfolios portlet is placed on the dashboard page of a project. This portlet will show any programs or portfolios the project is a subproject of. The portlet will display the name, code, connection type, manager, and start/finish dates. -
The Dashboard: Programs Portfolios portlet is placed on the dashboard page of a project. This portlet will show any programs or portfolios the project is a subproject of. The portlet will display the name, code, connection type, manager, and start/finish dates.
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Are you looking for some great examples of dashboards that include metrics/KPIs? This session will review a host of sample metric dashboards in use today that can spark ideas for you to implement in your company. -
This Portlet can be used to define User License Output information including the following:- Resource
- Resource User Name
- Resource Id
- Resource Manager
- Resource Manager Email
- Primary Role
- Employment Type
- Org Structure Path
- Org Structure Lowest Unit
- Last Logged in Date
- User License
- Right License
- Access Right
- Access Right Type
- Access Right to OBS
- Granted Through Type
- Granted Through (Security Group)
- Access Right Description
- Resource OBS
- Resource
- Resource Manager
- Primary Role
- Employment Type
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This Portlet can be used to define User License Output information including the following:
- Resource
- Resource User Name
- Resource Id
- Resource Manager
- Resource Manager Email
- Primary Role
- Employment Type
- Org Structure Path
- Org Structure Lowest Unit
- Last Logged in Date
- User License
- Right License
- Access Right
- Access Right Type
- Access Right to OBS
- Granted Through Type
- Granted Through (Security Group)
- Access Right Description
- Resource OBS
- Resource
- Resource Manager
- Primary Role
- Employment Type
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This Portlet can be used to define User License Output information including the following:
- Resource
- Resource User Name
- Resource Id
- Resource Manager
- Resource Manager Email
- Primary Role
- Employment Type
- Org Structure Path
- Org Structure Lowest Unit
- Last Logged in Date
- User License
- Right License
- Access Right
- Access Right Type
- Access Right to OBS
- Granted Through Type
- Granted Through (Security Group)
- Access Right Description
- Resource OBS
- Resource
- Resource Manager
- Primary Role
- Employment Type
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Data Issues – Projects report displays data exceptions related to projects. Data exceptions could be missing data or data not in required format for those project fields. User can further narrow their search by OBS Type & Path, Project Name, Project ID and Project Type. -
This technical trick provides a supported method for removing team members from a project programmatically. This is a XOG-based solution that might be called by a gel script in a process workflow. Limitation is that the resource must NOT have actuals booked. -
Has your organization made significant investments in technology solutions without seeing precise results? Do you have the right capabilities yet lack an interconnected, end-to-end solution? A holistic Ecosystem Assessment will evaluate the current state of your project management practices across People, Process, Tools and Governance to compare against industry best practice. Join Rego Expert Guides Jacob Cancelliere and Nipun Karla as they discuss our proven process that can help optimize your ecosystem and drive strategic results. -
This Tech Trick allows the ability to link anywhere within the larity environment from a custom portlet link, even if it is not a standard OOTB link option. For example, you could link to a Departments page or directly to a timesheet even though these are not standard OOTB links to choose from when creating custom portlets. This trick works in Clarity versions 12, 13 , 14 and 15 for both SQL and Oracle environments.
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