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Resource Availability – 4 Weeks displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. This report also displays Resource Primary Role and Employment Type. User can further narrow their search by Resource Name, Resource Type & Week Start Date. User can use exact dates or relative dates for Week Start Date filter parameters. -
The Resource Lookups in a Group technical trick provides step-by-step instructions on creating a resource lookup based on members of a particular security group. For some fields, you want to narrow the amount of resources that the resource browse window supplies. By adding the selected users to a specific security group, the administrator may only display those resources in a resource browse window on the application side. -
The Resource Management training document provides an in-depth guide to resource management. This presentation is designed to provide resource managers with an overview to managing time, inputting users and roles, adjust allocations, availability and more within Clarity’s resource management module. This guide provides step-by-step instructions as well as detailed screenshots to ensure that the learning curve for your resource managers is minimal. -
Are you starting a resource management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers. -
Are you starting a resource management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers. -
Do you want to understand the OOTB configuration and functionality of resource management? In this class, we will review the OOTB objects, views, and functions of assignments, allocations, and other related areas. We will cover both classic and new UX highlighting differences. -
Do you want to talk to other customers that are using or plan to use demand 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 - resource management capabilities? In this moderated Round Table, attendees 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. -
Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include:- Allocation Discrepancies
- Resource Detail
- Resource Skills
- Resource Summary
- Resource Tasks
- Staffing Allocations
- Staffing ETC
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Course Description: This class will provide a list of daily and weekly activities that every resource manager should follow to leverage Clarity PPM more effectively. -
The Resource Map portlet is designed to display resource counts, by country, on a map of the world. Clicking one of the resource markers on the map will display the total resource count for that country. Additionally, a link is provided that connects to a grid portlet which displays all resources that reside in that country. The ability to zoom in and out on areas of the world is available. Due to the requirements outlined in the Special Installation Instructions section, this portlet requires 2-3 Rego Consulting hours to install. Further customization of the data on this map and its associated grid portlet may be requested. Please contact us for more details. -
The Resource Rights portlet displays information for all global, OBS, and instance-based rights that are present in the system. This portlet can easily determine who has certain rights and what is causing them to retain a certain license status (creator, studio developer, etc).
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