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Process sends an email to RM, for resources assigned, that indicates the allocation percentage for each resource for the next 6 weeks. Email has links to each resource so that allocation modifications can be made as required. -
The process notifies resource who has been added to investment today and allocation is greater or equal to 100%. The process is on-demand and would require the user to have appropriate rights to run the process. Process should be scheduled as daily once job. -
This process pulls in the total hours tracked, by resource, by task, for a given project for the weekly time period that ended. The information is sent to the Project Manager listed on the project. This process can be scheduled via the Execute a Process job. -
This process, Shift Project Dates, helps Project Managers change an entire Project / Idea’s dates to a new start date. Once the three attributes are added to the Idea /Project Views, the PM can trigger the process by entering a date in the New Start Date field and checking the Shift checkbox. The process runs automatically on Save. The process calculates the date difference between the original Start Date and New Start Date then shifts all Allocation, Task, and Assignment dates by the calculated difference. For example, if a Project is set to begin on January 1st and needs to be pushed to a February 1st start date, the process first determines that there are 31 days between the original start date and the new date. Next the process increases the start date for each Task, Allocation and Assignment by 31 days. NOTE: The process will shift Allocation dates regardless of resource restrictions such as a Termination Date or non-working time as marked on their calendar. The Team page will reflect the Available Start and Finish as shifted by the process, but the Allocation hours and % will take unavailable time into account. For example, if a shift process sets the start date for a resource to be after their date of termination the dates will change by the date difference, but the Allocation hours will correctly be calculated as zero. -
Based on the pre-determined schedule frequency, this job will send an email to Project Managers that have a project meeting the criteria of: project(s) are active and scheduled finish date is less than the current date. This serves as a reminder to Project Managers to keep their schedules true. The contents of the email include a message indicating the project manager has at least one project meeting this criteria and a table indicating the Project ID, Project Name and Scheduled Finish Date. -
The Timesheet Approval - Auto process is an auto-start process that begins once the resource submits his or her timesheet. This process bypasses a Resource Manager approval and allows the user to post his or her timesheet. Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors:- The timesheet has less than 40 hours.
- The timesheet has 40 or more hours.
- The resource’s availability is less than 8hrs/day.
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The Grant Booking Manager Rights to Book Resources workflow provides a resource’s Booking Manager with the rights to hard book a resource to a project. This workflow will remove unused rights, and then grant the rights needed to allow for booking of resources. The workflow also has the ability to add rights to not only the resource but also the resource manager, and resources that are assigned as proxies. If this functionality is not needed, it can easily be removed. -
The Timesheet Approval - RM and PM process is an auto-start process that begins once the resource submits his or her timesheet. This process provides a checks-and-balances style to ensure that all resources entering time have entered the 40 hours. Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors:- The timesheet has less than 40 hours.
- The timesheet has 40 or more hours.
- The resource’s availability is less than 8hrs/day.
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The Grant Approve Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet approval and edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet approval and edit rights for any users if the proxy has been removed or the resource manager has changed. This process is used for resource managers that will be out of the office. -
This portlet displays the % allocation of resources to projects. The portlet shows if the resource is allocated to the projects as an individual resource or as part of an Agile team, in which case it will display the resource % allocation to the team and what that will represent in terms of % allocation to the project. The Total Allocation % display the allocation of the resource to all investments is allocated to. Remaining Capacity and Over/Under columns will help identify the resources that still have availability and the ones that are over allocated. -
This portlet displays the monthly allocation per resource. The PM can view by the RM or the resource to get the data for monthly resource allocations. The table below describes the available filter fields in the portlet. Column Label Description Work Effort Manager Manager of the Investment the Work Effort is on Work Effort Active Active status of the Investment the Work Effort is on Resource Resource’s Name Internal Resource ID Resource’s ID Zero Allocation Show Allocations that equal zero Open for Time Entry Is the Resource Open for Time Entry Resource Active Resource’s Active status Role Resource’s Primary Role OBS Unit Resource’s OBS Start Allocation Start Time to filter by End Allocation Finish time to filter by -
The Customized Object/Portlet Views portlet displays all user edited object/portlet views and the resource(s) that have edited them. This can assist in identifying users who need to be notified prior to publishing view changes. The table below describes the available columns on the object.Column Label Description Resource Name Name of the resource Resource ID ID of the resource Type Object or Portlet Portlet Code ID of the portlet Portlet Name Name of the portlet Object Associated Object Object View ID of the modified view on the object Object Code Internal code used by the query pkid Internal code used by the query portlet_dbid Database id of the portlet res_dbid Database id of the resource
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