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Assignments by Task Over Time report display all assignments by task for all resources. Information can be drilled down to yearly, quarterly or monthly level. This report helps in determining the tasks a user is assigned to or how many hours a user is assigned to a task. You can further narrow your search by OBS Type & Path, Project ID, Project Name, Task Name, Assignment Resource, Is project Active?, Is Template? And Month End date. -
The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet. Column Label Description Portlet Name Name of the portlet Portlet Code ID of the portlet Field Name Name of the attribute Field Code ID of the attribute Virtual Is the attribute virtual or not id Internal code used by the query -
The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet. Column Label Description Portlet Name Name of the portlet Portlet Code ID of the portlet Field Name Name of the attribute Field Code ID of the attribute Virtual Is the attribute virtual or not id Internal code used by the query -
The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet. Column Label Description Portlet Name Name of the portlet Portlet Code ID of the portlet Field Name Name of the attribute Field Code ID of the attribute Virtual Is the attribute virtual or not id Internal code used by the query -
The Audit Trail portlet displays information about audited attributes. It is nearly identical to the view and functionality of the “Global Audit Trail” offering on the admin side. It offers filters for the Object ID (resource internal id, project internal id, etc.), Object Name (Jim Brown, Project A, etc.), Changed By, a date range for the changed date and the operation of the change. It is capable of reporting on the following:- Object (Resource, Project, etc.)
- Object Name (Jim Brown, Project A, etc.)
- Parent Name (if the object were a sub-object)
- Attribute code (the attribute id from the attributes list on the object)
- Operation (Update, Insert, Delete)
- Changed By
- Old Value
- New Value
- Date Changed
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When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft. -
When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft.
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When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft.
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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 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.
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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.
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The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
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