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Based on the pre-determined schedule frequency, this job will send an email to Project Managers that have a project meeting the criteria of: project(s) are active and scheduled finish date is less than the current date. This serves as a reminder to Project Managers to keep their schedules true. The contents of the email include a message indicating the project manager has at least one project meeting this criteria and a table indicating the Project ID, Project Name and Scheduled Finish Date. -
The PM Stalker – Submit Status Report workflow process will email any project manager that has not submitted a status report in the last two weeks. This process will ensure that all status reports are kept up-to-date and provide management with a reliable overview of the status on the project. -
Notify the PM with a list of tasks for their project as soon as the Timesheet is submitted. This is a good substitute for PM approval. When a timesheet is submitted, then the PM knows the time entered by person. This is an Auto-start process in Clarity named PM Time Notification - On Timesheet Submission and will be automatically spawned when a Timesheet is submitted. When the 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 Project Manager with subject: “Resource <Name> has entered the following time on your Investment(s) for the week starting <Timesheet Start Date> ”. This email will list the Investments managed by the PM where task was entered by the Resource submitting the timesheet. Each PM would get a separate notification. PM for project X notified, and PM for project Y gets notified in another email. Therefore, one timesheet may spawn out multiple emails. But, if both the Projects have the Same PM, then only a single email gets sent out. “Opt-out Timesheet Notifications" checkbox is provided on the Project for PM’s who do not want to get notified on those projects. -
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 Populate Prior Periods Forecast From Actuals in Cost Plans process updates Cost Plans for Active Projects, it updates the Forecast for previous months = Posted Actuals, to remove variances from past periods. This is an On Demand process in Clarity named Populate Prior Periods Forecast From Actuals in Cost Plans and can be manually executed from the Organizer or scheduled through the “Execute a Process” job. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When the 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 process is very flexible and supports Cost Plans with any given grouping and it also works without any dependency on timeslices or other jobs. The process fetches Cost plan of records for all active projects in the system that have Actuals transactions in WIP table. It then process those cost plans to update all of the prior monthly forecast periods with the corresponding monthly Actuals. -
Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”. The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage. -
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. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by type of project, for portfolio investments. It uses System Provider: Portfolio Investment Provider. -
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. -
The process is built to clear the random timesheet locks that happens occasionally. There are three Processes and one lookup component and one job definition in the package.- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
- The Lookup PRLock Check (Timesheet) (Id: REGO_PRLOCK_CHECK) should be used to update the GEL parameters for the above process.
- PRLock (Timesheets) Record Removal All (ID: rego_prlk_rc_rmv_all) This deletes ALL prtimesheet locks.
- Rego Remove Timesheet Locks (ID: rego_rmv_ts_locks). This process is run as a job “PrLock Clear for Timesheet Locks” which performs the same functionality as the above two processes. The process and job definition are separate XOG files.
- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
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