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A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page. It shows the next six weeks of allocations by investment, with a column total. The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate. -
The Timesheet Audit portlet displays timesheet information in order to perform an audit. The only required data needed to search the portlet is start and finish date. Additionally, you may narrow the results by filtering by resource, resource ID, OBS Unit, resource manager, timesheet status, project, and task. The portlet provides reporting on the following:- Resource
- Resource ID
- Email Icon of Resource (So the reviewer can quickly email the Resource)
- Resource is Active
- Resource Open for Time
- Time Period (Start and Finish Dates)
- Timesheet Status
- Is Adjustment (If the timesheet is adjusted)
- Timesheet Modified Date
- Timesheet Posted Date
- Timesheet Submitted By
- Timesheet Approved By
- Project
- Task
- Proposed ETC Hours
- Pending Actual Hours
- Total Actual Hours
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The Changing Application Logo and Title tech trick provides an overview of how to change the logo and title within the application. This allows administrators to rebrand Clarity to their own logo and title. By customizing the logo, employees may be more encouraged to take ownership of the tool. -
Have you considered using Rally in conjunction with Clarity? Have you seen or heard about the OOTB connector? This class will go through the OOTB connector in detail and show how Rego has built our ad-on to enhance the connectivity between these two tools. -
The License Count by OBS portlet displays license type information by a selected OBS for active users. The portlet is used to determine what kind of license a specific user has and the OBS in which he or she resides. It can be helpful for determining specific amount of licenses used by different departments within the organization. -
Do you want to know more about building file-based integrations? Does your organization have an external BI tool like Cognos, Tableau, Domo, or Qlikview? This session will review strategies for getting data into your corporate BI tools. We will also show Rego's data extraction tool and how it can be used for all outbound file-based integrations to save money and time. -
In this session you’ll hear about how Hershey’s is using Clarity and Rally to plan and manage their work in a hybrid project management environment. Some of the key capabilities used in both tools will be covered and you’ll hear about their integration approach. -
Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution. -
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 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 Portlets and NSQL Queries portlet displays portlets built from queries. The portlet provides the administrator with the ability to search queries developed in the past that may have a certain attribute within it. This is helpful during upgrades when CA makes data model changes. -
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.
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