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.

The Pending Contractor Termination Stalker process sends email to Resource Manager if the Contractor(s) termination date is 3 weeks or less. This is an On Demand process in Clarity named Contractor Reminders and can be manually executed from the Organizer. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When Contractor Reminders 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 Progress when 100% and the Status is Completed an email would have arrived to the Resource Manager with subject: “Contractor(s) With Termination Date in 3 weeks or less”. This email will list the Contractors whose contracts will terminate on the identified date.

This notification process sends an email to the Manager of an investment (Project, Application, Idea, etc) when the resource assigned to the team has been hard booked.   The process should be scheduled to run on a daily basis as the logic in it looks to all resources where their Booking  Status has been changed from Soft to Hard on the day that the process is run.  It compares the audit trail date change field to the system date. If the process is not scheduled to run daily no notification will occur on hardbookings from previous days.

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 1^st and needs to be pushed to a February 1^st 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.