RegoXchange
  • The All Lookups and Attributes portlet provides the ability to see all static lookups in the system, as well as their lookup values. Ability to filter and view the population by lookup name and ID, value name and ID, whether or not the item is active, and whether or not the item is a system (seeded) value.  A system value is a record that comes with a base installation of Clarity as opposed to a value that was added manually or through a Clarity Add-in.
  • The All Lookups and Attributes portlet provides the ability to see all static lookups in the system, as well as their lookup values. Ability to filter and view the population by lookup name and ID, value name and ID, whether or not the item is active, and whether or not the item is a system (seeded) value.  A system value is a record that comes with a base installation of Clarity as opposed to a value that was added manually or through a Clarity Add-in.
  • The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view.
  • The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view.
  • The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view.
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • This process grants Project Management instance rights to all of the project team members within the program hierarchy.  Allows users to view management properties, roster and key tasks of the project.  This also allows user view access to the project in Microsoft Project.
  • This process grants Project Management instance rights to all of the project team members within the program hierarchy.  Allows users to view management properties, roster and key tasks of the project.  This also allows user view access to the project in Microsoft Project.
  • This process grants Project Management instance rights to all of the project team members within the program hierarchy.  Allows users to view management properties, roster and key tasks of the project.  This also allows user view access to the project in Microsoft Project.
  • This grid displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project.
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