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The Resource Time Review by Manager report provides visibility into timesheet entries for each resource, organized by investment manager or resource manager. It details hours entered by day and in total for each investment and time entry, helping managers monitor time allocation and utilization across their teams. This report supports effective oversight of resource effort and project participation. -
The Resource Time Summary and Detail report provides insight into timesheet hours and notes for each resource across selected time periods. Data can be grouped by resource manager, time period, or any OBS level to support flexible analysis. Interactive visuals allow easy tracking, monitoring, and review of resource time allocation. -
The Resources in Security Groups portlet shows security group information for resources. (Note: the information displayed is dependent on what the user has security rights to view.) The portlet displays the Group, Group ID, if the Group is active, Resource, User Name and User Status. This portlet also includes the ability to filter on a specific group or resource, by whether the group is active, by user status or OBS. -
“Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project. Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work? The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria. This portlet checks that table, and sets the Missing Rate attribu -
“Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project. Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work? The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria. This portlet checks that table, and sets the Missing Rate attribu
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“Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project. Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work? The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria. This portlet checks that table, and sets the Missing Rate attribu
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This beginner-friendly course will begin exploring project management related themes and how they translate to Clarity. We'll discuss resources and calendars that demonstrate resource availability, and project teams which represent demand against your resources. -
Take a deep dive into Clarity's REST APIs. You will learn different ways to explore Clarity's API's using the REST API explorer, Postman, and Chrome's Developer Tools. We will cover HTTP methods, status codes, Clarity-specific headers, and creating and parsing JSON. -
Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? This session will review how some organizations are using RMOs to drive adoption and effectively manage resources, including real world examples of RMO setup and execution. -
Do you want to understand the OOTB configuration and functionality of roadmap management? In this class, we will review the OOTB objects, views, and functions of roadmap management. -
Do you want to talk to other customers that are using or plan to use portfolio management? In this moderated Round Table where customers can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups and discuss customer selected topics - 100% sharing. -
Do you want to talk to other Clarity customers that are using - or plan to use - portfolio management capabilities? In this moderated Round Table, participants can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups to discuss customer selected topics - 100% sharing. 100% learning.
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