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The Custom License Count portlet displays the license type and number of users with each type of license. This portlet can be modified by adjusting the query to exclude certain rights within manager licenses based on negotiated license types with CA. For example, if CA allows creation of a sub-object to Incident to be included in a Team Member license, this portlet can be used to reflect the true license counts vs. the standard CA license counts. -
The Custom License Count portlet displays the license type and number of users with each type of license. This portlet can be modified by adjusting the query to exclude certain rights within manager licenses based on negotiated license types with CA. For example, if CA allows creation of a sub-object to Incident to be included in a Team Member license, this portlet can be used to reflect the true license counts vs. the standard CA license counts. -
The Custom License Count Detail portlet displays the license type information for all users within Clarity as well as last login date for clean-up. This portlet can be modified by adjusting the query to exclude certain rights within manager licenses based on negotiated license types with CA. For example, if CA allows creation of a sub-object to Incident to be included in a Team Member license, this portlet can be used to reflect the true license counts vs. the standard CA license counts. -
The Custom License Count Detail portlet displays the license type information for all users within Clarity as well as last login date for clean-up. This portlet can be modified by adjusting the query to exclude certain rights within manager licenses based on negotiated license types with CA. For example, if CA allows creation of a sub-object to Incident to be included in a Team Member license, this portlet can be used to reflect the true license counts vs. the standard CA license counts. -
The Custom Portlet Configs portlet will display all portlets where the user has modified any settings like the filter or list views. This portlet is helpful for troubleshooting and to determine which users may be affected during an upgrade. The portlet may be filtered by several criteria and displays the resource name, ID, OBS path, portlet, and portlet ID. -
The Inactive Resource Data Cleanup portlet displays information for inactive resources that still have pending items on active objects:- Inactive User is the Project Manager
- Inactive User is the Idea Manager
- Inactive User is the Resource Manager
- Tasks assigned to the user
- Action items assigned to the user
- Risks assigned to the user
- Issues assigned to the user
- Change requests assigned to the user
- Incidents assigned to the user
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The Locked Projects portlet displays all of the projects in the system that are currently in a ‘locked’ state. The user may view the project ID, Project Name, Project Manager, the user who locked the project, the user's email address, and the date the project was locked. Administrators may utilize the data in this portlet in order to determine if a manual unlock should be executed on a project that has been locked for an extended period of time. Extended locks may indicate the individual has forgotten that he or she had obtained the lock. The portlet includes a hyperlink on the Project Name field, which will allow the administrator to more easily access and unlock the project as well as an email link to mail the user who locked the project. -
The Locked Resources portlet displays all resources that are locked within Clarity. It also displays the resource manager and last updated date for the user. The portlet can be filtered on resource manager and last updated date range. This portlet can be used by an administrator to determine which resources are locked by the system. -
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 Instance Errors portlet will show all processes that error. This portlet will assist the administrator with determining which processes are in error and whether to skip, retry, or cancel. It will display the process name, code, start date, and who initiated the process. You may also filter by any of the criteria listed in the grid. -
The Project Attachments portlet displays all attachments located on every project, regardless of security rights. This portlet is useful for not only the PM, but also the PMO to determine if a document has been uploaded for the toll gating process. It will also display the folder type, folder path, folder name, and file name. You have the ability to filter by project name, code, file name or file name. -
The Projects Marked for Deletion portlet displays information about projects that are currently pending deletion but excludes templates and programs. This portlet provides an easy way to view all projects that are marked for deletion before the background job actually erases them. The portlet provides all necessary information as well as the project manager in case there are questions about why the project was marked for deletion. -
The Projects Marked for Deletion portlet displays information about projects that are currently pending deletion but excludes templates and programs. This portlet provides an easy way to view all projects that are marked for deletion before the background job actually erases them. The portlet provides all necessary information as well as the project manager in case there are questions about why the project was marked for deletion. -
The Projects That Should Be Closed portlet displays all projects that have been created before the specified filter date and has had no new time, tasks, or risks/issues updated after the dates specified in the filter. This can assist in identifying projects that are completed or cancelled and should be closed. The table below describes the available columns in the portlet. Column Label Description Project Name Name of the project PM Manager of the project Created Date Created Date of the project Start Start Date of the project Finish Finish Date of the project Created Date Check Identifies if the project meets the Created Before (Days) filter Risks/Issues Check Identifies if the project meets the Risk/Issues – Days Back filter Task Check Identifies if the project meets the Task – Days Back filter Time Check Identifies if the project meets the Time – Days Back filter Project Check Identifies if the project meets the portlet filter Criteria id Internal code used by the query -
The Projects That Should Be Closed portlet displays all projects that have been created before the specified filter date and has had no new time, tasks, or risks/issues updated after the dates specified in the filter. This can assist in identifying projects that are completed or cancelled and should be closed. The table below describes the available columns in the portlet. Column Label Description Project Name Name of the project PM Manager of the project Created Date Created Date of the project Start Start Date of the project Finish Finish Date of the project Created Date Check Identifies if the project meets the Created Before (Days) filter Risks/Issues Check Identifies if the project meets the Risk/Issues – Days Back filter Task Check Identifies if the project meets the Task – Days Back filter Time Check Identifies if the project meets the Time – Days Back filter Project Check Identifies if the project meets the portlet filter Criteria id Internal code used by the query -
The Resource Vacation Details portlet allows a resource manager, or administrator, to see a resource’s calendar at a glance, displayed by week or month for a selected time period. This portlet shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame. -
A presentation slide deck from Rego University 2022. Broadcom’s presentation on customer stories in the ValueOps arena.- Introduction
- A note on Customer Case studies
- Transforming Customer
- Profile and Solution Use Case Objectives
- Solution Configuration Diagram
- Lessons Learned through adoption
- Q&A
- Kitchen Sink Customer
- Profile and Solution Use Case Objectives
- Solution Configuration Diagram
- Lessons Learned through adoption
- Q&A
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This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience. This doc references version 16.1 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views.

