RegoXchange
  • 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.
  • 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 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 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 Lock Inactive Users workflow process will automatically lock all user accounts when their last login date was more than 60 days ago.  The process can be scheduled to run daily or can be run on demand when resource account cleanup is needed.
  • The Lock Inactive Users workflow process will automatically lock all user accounts when their last login date was more than 60 days ago.  The process can be scheduled to run daily or can be run on demand when resource account cleanup is needed.
  • The Lock Inactive Users workflow process will automatically lock all user accounts when their last login date was more than 60 days ago.  The process can be scheduled to run daily or can be run on demand when resource account cleanup is needed.
  • The primary purpose of roles is to determine the amount of resource requests based on unapproved (uncommitted) and approved (committed) projects. Roles are non-named resources which are later allocated to named resources within CA PPM. Using roles is the best way to do "What If" scenario planning and determine needed capacity.  This document assists in making Best Practice decisions around setting up roles in Clarity.
  • The License Count by OBS portlet displays license type information by a selected OBS for active users. The portlet is used to determine what kind of license a specific user has and the OBS in which he or she resides. It can be helpful for determining specific amount of licenses used by different departments within the organization.
  • The License Count by OBS portlet displays license type information by a selected OBS for active users. The portlet is used to determine what kind of license a specific user has and the OBS in which he or she resides. It can be helpful for determining specific amount of licenses used by different departments within the organization.
  • The License Count by OBS portlet displays license type information by a selected OBS for active users. The portlet is used to determine what kind of license a specific user has and the OBS in which he or she resides. It can be helpful for determining specific amount of licenses used by different departments within the organization.
  • Portlet to quickly show License Compliance for all license types.  Simply Enter your License Limits in the filter – The portlet will display the three license types in a grid format with compliance chart and RYG Icons.
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