790 results
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The Time by Task portlet displays time logged to tasks for all investments the logged in user has security rights to view - pulling data from the timeslices. It is capable of displaying the data by weekly, monthly, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS. -
The Time by Task portlet displays time logged to tasks for all investments the logged in user has security rights to view - pulling data from the timeslices. It is capable of displaying the data by weekly, monthly, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.
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Connect with user and get familiar with them via Office 365/Azure Profile photos synced with the Clarity PPM Avatars. This is a good way to collaborate with the team and users for any quick update or interaction. This is a scheduled process in Clarity named Sync Profile Photo from Office 365 and will be scheduled to run as a job. When the process is executed, it will be setting the Microsoft O365 profile photo into the users Avatar photo in Clarity PPM and optionally, sync custom attribute of the Resource with profile photo, which can be used for quick identification of the user. Sync Process come with some parameters for the Support team, which they can use as per there environment configurations. These some important Gel parameters for quick configuration are:- msProfilePicField : Custom Resource Field to store Photo, if not provided process will skip syncing the custom field.
- msTenantId: Microsoft Azure Tenant Id
- msClientId: Microsoft Azure Application client Id
- msClientSecret: Microsoft Azure Application client Secret
- msTeamPhotoSize: Define size of the photo to be fetched
- syncPPMAvatar: Parameter to Sync PPM User Avatar photo from MS Team
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Launch a Team chat with your users directly from the Clarity PPM tool. This is a good way to collaborate with the team and users for any quick update or interaction. This is a scheduled process in Clarity named Sync MS Team Launching Chat URL and will be scheduled to run for various frequency. When the process kick in it will be setting the Team link into the custom URL attribute of the Resource, which can be used to Launch Team chat from the tool. Sync Process come with two parameters for the Support team, which they can use as per there environment configurations. These two Gel parameters for quick configuration are:- launchMSTeamField: parameter for the Custom Resource Field to store Launch URL
- emailAddressField: parameter for field to pick mail address in SRM_RESOURCES table
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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.
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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.
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The Rego: Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job. The process takes the primary skill that is on the resource object and moves it to all of that resource's team records where the primary skill on the team record is null. Utilizing these fields and process provide a quick way to determine what skill each resource is bringing to the project. This process makes the transition seamless from resource primary skill to team primary skill. -
The Rego: Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job. The process takes the primary skill that is on the resource object and moves it to all of that resource's team records where the primary skill on the team record is null. Utilizing these fields and process provide a quick way to determine what skill each resource is bringing to the project. This process makes the transition seamless from resource primary skill to team primary skill.
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The Rego: Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job. The process takes the primary skill that is on the resource object and moves it to all of that resource's team records where the primary skill on the team record is null. Utilizing these fields and process provide a quick way to determine what skill each resource is bringing to the project. This process makes the transition seamless from resource primary skill to team primary skill.
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A presentation slide deck from Rego University 2022. Document reviews the 7 trends that Rego is seeing in the PPM space.- Trend 1: Going Beyond Strategic Alignment
- Trend 2: Pivoting Quickly
- Trend 3: Value Scrutiny for PPM
- Trend 4: Hybrid Financial Management
- Trend 5: AI has the Buzz, Predictive Analytics has the Momentum
- Trend 6: Balanced Ecosystem of Tools
- Trend 7: Collaboration
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A presentation slide deck from Rego University 2022. This is a document used to moderate a round table discussion at Rego U.- What are the Agile Buzz-words and what do they mean?
- Are the Scrum Master and Product Owner roles really full-time?
- Do we need PMs when moving to Agile?
- What’s the role of a Business Analysist in Agile?
- How do you manage a PPM portfolio with Agile teams?
- How do you know when it’s time to “go off-script?”
