| Column Label | Description |
| Process Name | Name of the process |
| Start Date | Start date of the process’s last ran date |
| End Date | End date of the process’s last ran date |
| Description | Description of the process |
| Process ID | ID of the process |
-
For each process, the Process Run Metrics portlet shows the Process Name, Process Code, Description, # Running, # Completed, # Errored, and Last Run Date. This portlet is ideal for system administrators and support staff needing to monitor the health of the environment. Viewers of this portlet can get a sense of the complexity & health of the environment with the # of processes running and visibility into processes that errored out. The table below describes the available filter fields in the portlet. -
For each process, the Process Run Metrics portlet shows the Process Name, Process Code, Description, # Running, # Completed, # Errored, and Last Run Date. This portlet is ideal for system administrators and support staff needing to monitor the health of the environment. Viewers of this portlet can get a sense of the complexity & health of the environment with the # of processes running and visibility into processes that errored out. The table below describes the available filter fields in the portlet.
Column Label Description Process Name Name of the process Start Date Start date of the process’s last ran date End Date End date of the process’s last ran date Description Description of the process Process ID ID of the process -
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. -
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.
-
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.
-
CA PPM allows you to create custom password rules using regex. This document lists expressions for a variety of password rule scenarios. Passwords with length limits default to between 6 and 20 characters. You can change this by editing the highlighted section of the expression. The number before the comma is the minimum password length, and the number after the comma is the maximum password length. -
This is a list of 12 typical maintenance items that should be completed for Clarity on an annual basis. There is also a short list of items that should be completed periodically depending on client policies. -
This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets. This doc references version 16.0.3 views. Document provides detail on Timesheet Options for the Modern UX and how to enable end user column configuration. Detail is also provided on how end users may configure their timesheet view. -
Manage default views for new users based on security groups or publish a view to all users in a specified security group. For more details, please refer to the detailed documentation.
-
This is a standalone process that can be run by an admin to change the ownership of MUX views from a specified user to another specified user. The process contains a single custom script, which has the following parameters that must be updated prior to running the process:- currentOwnerId (required): Resource ID for the current Owner (unique_name from srm_resources table)
- newOwnerId (required): Resource ID for the new Owner (unique_name from srm_resources table)
- viewCode (optional): Code for the specific view to update - leave blank if you want to transfer ownership for all views (odf_ui_views.code)
- Navigate to the process called Admin - MUX Views - Change Ownership.
- Navigate to the Start Step tab, Click on the Update Owner action, and click the Custom Script Parameters tab.
- Enter the Resource ID for the current view owner into the currentOwnerId parameter.
- Enter the Resource ID for the new owner into the newOwnerId parameter.
- If you want to update a specific view only, enter that in the viewCode parameter.
- Run the process via Organizer in Classic.
-
A quick reference guide that reviews all of the icons used in the vertical menu bar and provides a quick explanation on their meaning/use.
