RegoXchange
  • The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet.
    Column Label Description
    Portlet Name Name of the portlet
    Portlet Code ID of the portlet
    Field Name Name of the attribute
    Field Code ID of the attribute
    Virtual Is the attribute virtual or not
    id Internal code used by the query
  • The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet.
    Column Label Description
    Portlet Name Name of the portlet
    Portlet Code ID of the portlet
    Field Name Name of the attribute
    Field Code ID of the attribute
    Virtual Is the attribute virtual or not
    id Internal code used by the query
  • The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet.
    Column Label Description
    Portlet Name Name of the portlet
    Portlet Code ID of the portlet
    Field Name Name of the attribute
    Field Code ID of the attribute
    Virtual Is the attribute virtual or not
    id Internal code used by the query
  • The Audit Trail portlet displays information about audited attributes.  It is nearly identical to the view and functionality of the “Global Audit Trail” offering on the admin side.  It offers filters for the Object ID (resource internal id, project internal id, etc.), Object Name (Jim Brown, Project A, etc.), Changed By, a date range for the changed date and the operation of the change.  It is capable of reporting on the following:
    • Object (Resource, Project, etc.)
    • Object Name (Jim Brown, Project A, etc.)
    • Parent Name (if the object were a sub-object)
    • Attribute code (the attribute id from the attributes list on the object)
    • Operation (Update, Insert, Delete)
    • Changed By
    • Old Value
    • New Value
    • Date Changed
  • The Audit Trail portlet displays information about audited attributes.  It is nearly identical to the view and functionality of the “Global Audit Trail” offering on the admin side.  It offers filters for the Object ID (resource internal id, project internal id, etc.), Object Name (Jim Brown, Project A, etc.), Changed By, a date range for the changed date and the operation of the change.  It is capable of reporting on the following:
    • Object (Resource, Project, etc.)
    • Object Name (Jim Brown, Project A, etc.)
    • Parent Name (if the object were a sub-object)
    • Attribute code (the attribute id from the attributes list on the object)
    • Operation (Update, Insert, Delete)
    • Changed By
    • Old Value
    • New Value
    • Date Changed
  • The Audit Trail portlet displays information about audited attributes.  It is nearly identical to the view and functionality of the “Global Audit Trail” offering on the admin side.  It offers filters for the Object ID (resource internal id, project internal id, etc.), Object Name (Jim Brown, Project A, etc.), Changed By, a date range for the changed date and the operation of the change.  It is capable of reporting on the following:
    • Object (Resource, Project, etc.)
    • Object Name (Jim Brown, Project A, etc.)
    • Parent Name (if the object were a sub-object)
    • Attribute code (the attribute id from the attributes list on the object)
    • Operation (Update, Insert, Delete)
    • Changed By
    • Old Value
    • New Value
    • Date Changed
  • The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure.  The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
  • The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure.  The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
  • The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure.  The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
    • Introduction to Power BI and its components
    • Getting Data
    • Mockup – PM and RM Dashboard
    • Publishing and Sharing
    • Best practices and its limitations
    • Tableau Introduction
  • Workflow process designed to migrate Blueprints from one environment to another. Can move multiple Blueprints at a time.
    • The Blueprint migrator is contained with a GEL script
    • It can be run using the Execute a Process job
    • An administrator would complete the GEL parameters specifying connection parameters of the environment to pull the Blueprints from
    • Blueprints will be pulled from the target environment to the environment that executes the GEL script.
    • The targeted Blueprints will be referenced by their internal ID (ex:5234001)
    • Blueprints will be only be created. Existing Blueprints will not be updated
    • All Blueprints will be created in a Draft mode and not flagged as the default Blueprint
  • A Quick Reference Guide to assist in the use of Blueprints/Channels to access external sites, applications or Classic PPM in the Modern UX of Clarity.  Reviews the configuraton process.
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