RegoXchange
  • The Give PM Collaboration Manager Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Project Manager the Collaboration Manager rights to their projects. Often times, PMs are not set as Collaboration Managers when the project is created. This script can be run to automatically give a PM the Collaboration Manager rights to their projects, without having to go through the projects one by one.
  • The Grant Approve Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet approval and edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet approval and edit rights for any users if the proxy has been removed or the resource manager has changed. This process is used for resource managers that will be out of the office.
  • The Grant Approve Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet approval and edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet approval and edit rights for any users if the proxy has been removed or the resource manager has changed. This process is used for resource managers that will be out of the office.
  • The Grant Approve Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet approval and edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet approval and edit rights for any users if the proxy has been removed or the resource manager has changed. This process is used for resource managers that will be out of the office.
  • The Grant Booking Manager Rights to Book Resources workflow provides a resource’s Booking Manager with the rights to hard book a resource to a project.  This workflow will remove unused rights, and then grant the rights needed to allow for booking of resources. The workflow also has the ability to add rights to not only the resource but also the resource manager, and resources that are assigned as proxies.  If this functionality is not needed, it can easily be removed.
  • The Grant Booking Manager Rights to Book Resources workflow provides a resource’s Booking Manager with the rights to hard book a resource to a project.  This workflow will remove unused rights, and then grant the rights needed to allow for booking of resources. The workflow also has the ability to add rights to not only the resource but also the resource manager, and resources that are assigned as proxies.  If this functionality is not needed, it can easily be removed.
  • The Grant Booking Manager Rights to Book Resources workflow provides a resource’s Booking Manager with the rights to hard book a resource to a project.  This workflow will remove unused rights, and then grant the rights needed to allow for booking of resources. The workflow also has the ability to add rights to not only the resource but also the resource manager, and resources that are assigned as proxies.  If this functionality is not needed, it can easily be removed.
  • The Give RM Calendar & Time Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Resource Manager Calendar Edit and Timesheet Edit rights for their resources. These rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
  • The Give RM Calendar & Time Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Resource Manager Calendar Edit and Timesheet Edit rights for their resources. These rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
  • The Give RM Calendar & Time Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Resource Manager Calendar Edit and Timesheet Edit rights for their resources. These rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
  • The Grant RM Timesheet Edit Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Resource Manager Timesheet Edit rights for their resources. Timesheet Edit rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
  • The Grant RM Timesheet Edit Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Resource Manager Timesheet Edit rights for their resources. Timesheet Edit rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
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