RegoXchange
  • A Resource Calendar sub-object is populated by a non-object-specific process, executed by the “Execute a Process” job, which can be scheduled. The first 7 rows of the sub-object display the standard week from the base calendar, including columns for Day of Week, Is Workday (checked/unchecked), Shifts, and work Hours available. The remaining rows display calendar exceptions, including columns for Day of Week, Exception Date, Is Exception (checked), and work Hours available.  If exception changes to a workday, Is Workday column is checked, and Shifts also display.  If exception changes to a non-workday, Is PTO column is checked. Resource Calendar object is filterable by Calendar Entry Type (All, Calendar Exception, Day of Week), Day of Week, Exception Date Range, Is Workday, Is Exception, Is PTO, and power filter.
  • The Populate Timesheets process converts task level ETC into time entered on the timesheet. The process relies on the resource “opting in” to the process by checking a new attribute called “Auto Populate Timesheet?”, as well as the project manager “opting in” at the project level via a new attribute called “Auto Populate Timesheet?” Once the resource opts in and the PM opts in, the process will create a timesheet for the resource, pulling in the ETCs for the tasks that week and moving them to the actual hours. Once the process runs, an email will be sent to the resource letting them know the hours have been applied.
  • The Populate Timesheets process converts task level ETC into time entered on the timesheet. The process relies on the resource “opting in” to the process by checking a new attribute called “Auto Populate Timesheet?”, as well as the project manager “opting in” at the project level via a new attribute called “Auto Populate Timesheet?” Once the resource opts in and the PM opts in, the process will create a timesheet for the resource, pulling in the ETCs for the tasks that week and moving them to the actual hours. Once the process runs, an email will be sent to the resource letting them know the hours have been applied.
  • The portlet shows which investments within a portfolio has a cost plan and those that do not. For the ones which do have a cost plan, the Cost Plan? Field shows a Green checkmark.  For the ones which do not have a cost plan, the Cost Plan? Field shows a Red cross.
  • The portlet shows which investments within a portfolio has a cost plan and those that do not. For the ones which do have a cost plan, the Cost Plan? Field shows a Green checkmark.  For the ones which do not have a cost plan, the Cost Plan? Field shows a Red cross.
  • The portlet shows which investments within a portfolio has a cost plan and those that do not. For the ones which do have a cost plan, the Cost Plan? Field shows a Green checkmark.  For the ones which do not have a cost plan, the Cost Plan? Field shows a Red cross.
  • 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 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 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.
  • Portlets on Pages displays portlets located on each page within Clarity. This portlet is useful for administrators to determine which users have customized their pages and if they are not seeing a certain portlet, or if a user has placed a portlet on another page and needs help locating it. It also shows the portlet code, name, page the portlet resides on, tab type, who created the tab, source type, and the object/query.
  • Portlets on Pages displays portlets located on each page within Clarity. This portlet is useful for administrators to determine which users have customized their pages and if they are not seeing a certain portlet, or if a user has placed a portlet on another page and needs help locating it. It also shows the portlet code, name, page the portlet resides on, tab type, who created the tab, source type, and the object/query.
  • Portlets on Pages displays portlets located on each page within Clarity. This portlet is useful for administrators to determine which users have customized their pages and if they are not seeing a certain portlet, or if a user has placed a portlet on another page and needs help locating it. It also shows the portlet code, name, page the portlet resides on, tab type, who created the tab, source type, and the object/query.
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