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The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself. -
The My Allocations portlet will display the allocations for the logged in user - pulling data from the timeslices. It is used as a quick reference for the users to view their allocations across all of the projects where their allocation is greater than 0 for the specified date range the user wants. This will display both active and inactive projects. -
The Dashboard: Baseline Comparison portlet compares multiple baselines on a single project. The portlet is added to the dashboard page of a project and will pull in both baselines for that project and perform a comparison between the two. This portlet provides a quick way for project managers to view the differences between their baselines, especially if they have multiple members updating the project. -
The Capacity Graph - Investment portlet displays Availability, Allocations, Assignments and Actuals for active resources in a single project. This portlet pulls from timeslices and allows the user to filter on weekly, monthly, or quarterly data. This portlet provides a Project Manager with a simple way to analyse: Allocations vs. Actuals and Allocations vs. ETC. Depending on metric goals, the graph allows the user to determine where areas of improvement may exist. -
The Active Workflow Processes allows you to view all of the workflow processes within the system. It shows information about the process: the objects related, the start type, and if the process has sub-processes, jobs, or GEL scripts. This portlet is used by admins to determine how many processes are currently running in the system and on which objects. It will also display the start action, how many GEL scripts reside in the process, the run count and how many the sub-processes each process has. This information is helpful during upgrades and other testing. -
Capture and present allocation data by Team for the Investments included in your Roadmap to enable the ability to compare to Targets or Limits. Allocation data can be presented in Hours or FTE, for Teams Only. -
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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The Populate Prior Periods Forecast From Actuals in Cost Plans process updates Cost Plans for Active Projects, it updates the Forecast for previous months = Posted Actuals, to remove variances from past periods. This is an On Demand process in Clarity named Populate Prior Periods Forecast From Actuals in Cost Plans and can be manually executed from the Organizer or scheduled through the “Execute a Process” job. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The process is very flexible and supports Cost Plans with any given grouping and it also works without any dependency on timeslices or other jobs. The process fetches Cost plan of records for all active projects in the system that have Actuals transactions in WIP table. It then process those cost plans to update all of the prior monthly forecast periods with the corresponding monthly Actuals. -
Monthly Actuals - Admin is a standard calendar view of actuals posted by a user on each day of the selected month. Actuals also includes timesheets that haven’t been submitted/posted yet. Actual hours on the report are tied to user's availability i.e. when user has 0 availability (Saturday/Sunday/Holiday) then actuals are also greyed out. -
This portlet shows the project costs by Month. The information displayed includes:- Start Date for project
- End Date for project
- Budgeted Cost
- Planned Cost
- Actual Hours
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The CA Clarity Hidden Page Flush Caches document provides an overview of how to clear the cache on an application server without exiting the CA Clarity Application itself utilizing a hidden page within the system. -
Project Variances is a grid chart that provides project managers a single place to view baseline variance at task level for various projects. This report helps managers analyze how projects are progressing against their baselines and helps them in taking correcting measures if required. You can further narrow your search by OBS Type, OBS Path, Project ID, Task Finish Date, Task Total EAC to Baseline Hours variance, Task Total EAC to Baseline Hours variance%, Task Total Baseline Hours, Task Total EAC Hours and Is Project Active?
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