-
Assignments by Task Over Time report display all assignments by task for all resources. Information can be drilled down to yearly, quarterly or monthly level. This report helps in determining the tasks a user is assigned to or how many hours a user is assigned to a task. You can further narrow your search by OBS Type & Path, Project ID, Project Name, Task Name, Assignment Resource, Is project Active?, Is Template? And Month End date. -
Ideas by Priority report is a pie chart that displays ideas count by priority. Mouse over on the pie chart displays idea count for that priority. You can further narrow your search by OBS Type, OBS Path, Idea Status, Idea Start Date and Is Idea Active? -
All Change Requests report provides the project manager a single place to view change requests across multiple projects. This report displays Project Information such as ID & Name, Change Request Information such as its ID, Name, Category, Owner, Status, Priority, Expected Close Date and Days Open. You can further narrow your search by OBS Type & Path, Change Request Status, Change Request Name, Change Request Category, Change Request Owner, Project Name and Project Manager. -
Late Tasks with Assignments report displays the list of all Tasks (with their Total ETC Hours) that are not closed but are past their finish date or past their baseline finish date. The report provides Project Manager the ability to view and track late tasks across multiple projects without going into each project individually. This report displays Project Name, Project Manager, Task Name, Task Status, Task Start Date, Task Finish Date, Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date). User can further narrow their search by Task Name, Task Status, Project ID, Project Name, Project Manager, Is Milestone?, Is late?, Task Start Date, Task Finish Date and Is Template?. User can use exact dates or relative dates for Task Start Date and Task Finish Date filter parameters. -
All Risks report provides the project manager a single place to view risks across multiple projects. This report displays Project Information such as ID & Name, Risk Information such as its ID, Category, Owner, Status, Probability, Impact, Priority, Created Date, Target Resolution Date & Days Open. You can further narrow your search by Risk Status, Risk Name, Risk Category, Risk Impact, Risk Priority, Risk Owner, Project Name and Project Manager. -
Time by Task report displays monthly time logged to Tasks for all filtered investments. It also displays total Actual hours associated with a task. User can further narrow their search by OBS Type & Path, Charge Code, Project Name, Task Name, Task Charge Code, Task Status and Month End Date. User can use exact dates or relative dates for Month End Date filter parameters. -
Resource Availability – 4 Weeks displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. This report also displays Resource Primary Role and Employment Type. User can further narrow their search by Resource Name, Resource Type & Week Start Date. User can use exact dates or relative dates for Week Start Date filter parameters. -
Allocation Compliance for PM report gives a view of resource Allocation percentage for active resources on the team of an investment for a selected Investment Manager. It allows the PM to see resources on their project over the coming months and whether they are over or under allocated. Allocation Percentage is calculated as (‘Allocated Hours’ / ‘Available Hours’) * 100. User can further narrow their search Month Start Date and Investment Manager. User can use exact dates or relative dates for Month Start Date filter parameter. -
Allocation Compliance Pie Chart provides the resource manager a single place to view the Allocation compliance information in the form of a Pie chart. Allocation Compliance is calculated based on the value of 'Availability to Allocation Hours %'. Allocation Compliance is 'Under Allocated (Less Than 80%)' WHEN 'Availability to Allocation Hours %’ is less than 80. Allocation Compliance is 'Appropriately Allocated (Between 80-120%)' WHEN 'Availability to Allocation Hours %' is between 80 and 120. Allocation Compliance is 'Over Allocated (Over 120%)' WHEN 'Availability to Allocation Hours %' is greater than 120. User can further narrow their search by Resource Is Active?, OBS Type, OBS Path, Allocation Start Date, Investment Name and Resource Manager. User can use exact dates or relative dates for Allocation Start Date filter parameter. -
Course description: “Are some of your users leveraging a Smartsheet add-on for project planning, or are you looking for an alternative to OWB and MSP? Learn how this new scheduling tool is making waves and adding value for project managers working within CA PPM.” Download file is the presentation slidedeck. -
Course description: “Did you implement tool functionality without best practice processes? This class will review some of the critical business processes that we recommend organizations put in place before implementing a PPM tool. We will provide tips and tricks on defining process frameworks while leveraging tools for successful enablement.” Download file is the presentation slide deck. -
Course description: “Are you struggling with decision making processes? This session will show you the ins and outs of how a good governance framework provides the foundation for better project decisions to help achieve goals and finish on time and within budget.” Download file is the presentation slide deck. -
Course description: “How are other companies storing or managing documents? This session will discuss options for using native CA PPM, linking to SharePoint, connecting directly to SharePoint, using Google docs, as well as other options. This session will also discuss options for document approval workflows within CA PPM for both collaborative documents and attachment fields.” Download file is the slide deck used during the presentation. -
Notify the PM with a list of tasks for their project as soon as the Timesheet is submitted. This is a good substitute for PM approval. When a timesheet is submitted, then the PM knows the time entered by person. This is an Auto-start process in Clarity named PM Time Notification - On Timesheet Submission and will be automatically spawned when a Timesheet is submitted. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The Progress when 100% and the Status is Completed, an email would have arrived to the Project Manager with subject: “Resource <Name> has entered the following time on your Investment(s) for the week starting <Timesheet Start Date> ”. This email will list the Investments managed by the PM where task was entered by the Resource submitting the timesheet. Each PM would get a separate notification. PM for project X notified, and PM for project Y gets notified in another email. Therefore, one timesheet may spawn out multiple emails. But, if both the Projects have the Same PM, then only a single email gets sent out. “Opt-out Timesheet Notifications" checkbox is provided on the Project for PM’s who do not want to get notified on those projects. -
Notify the PM with a list of tasks for their project as soon as the Timesheet is submitted. This is a good substitute for PM approval. When a timesheet is submitted, then the PM knows the time entered by person. This is an Auto-start process in Clarity named PM Time Notification - On Timesheet Submission and will be automatically spawned when a Timesheet is submitted. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The Progress when 100% and the Status is Completed, an email would have arrived to the Project Manager with subject: “Resource <Name> has entered the following time on your Investment(s) for the week starting <Timesheet Start Date> ”. This email will list the Investments managed by the PM where task was entered by the Resource submitting the timesheet. Each PM would get a separate notification. PM for project X notified, and PM for project Y gets notified in another email. Therefore, one timesheet may spawn out multiple emails. But, if both the Projects have the Same PM, then only a single email gets sent out. “Opt-out Timesheet Notifications" checkbox is provided on the Project for PM’s who do not want to get notified on those projects.
-
Notify the PM with a list of tasks for their project as soon as the Timesheet is submitted. This is a good substitute for PM approval. When a timesheet is submitted, then the PM knows the time entered by person. This is an Auto-start process in Clarity named PM Time Notification - On Timesheet Submission and will be automatically spawned when a Timesheet is submitted. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The Progress when 100% and the Status is Completed, an email would have arrived to the Project Manager with subject: “Resource <Name> has entered the following time on your Investment(s) for the week starting <Timesheet Start Date> ”. This email will list the Investments managed by the PM where task was entered by the Resource submitting the timesheet. Each PM would get a separate notification. PM for project X notified, and PM for project Y gets notified in another email. Therefore, one timesheet may spawn out multiple emails. But, if both the Projects have the Same PM, then only a single email gets sent out. “Opt-out Timesheet Notifications" checkbox is provided on the Project for PM’s who do not want to get notified on those projects.
-
A process creating a new Cost Plan. Cost Plan properties:
Pre-conditions:Name Cost Plan created on: yyyy/mm/dd hh:mm:ss Grouping attributes Charge Code, Transaction Type Start Period The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals Finish Period The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6 Period Type Monthly Plan of Record True Planned Cost For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table) - the Project must be financially enabled.
- if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
- if the Allocation changes, allow the timeslice job to finish before running the process.
- the Project should have the Charge Code set.
-
A process creating a new Cost Plan. Cost Plan properties:
Pre-conditions:Name Cost Plan created on: yyyy/mm/dd hh:mm:ss Grouping attributes Charge Code, Transaction Type Start Period The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals Finish Period The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6 Period Type Monthly Plan of Record True Planned Cost For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table) - the Project must be financially enabled.
- if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
- if the Allocation changes, allow the timeslice job to finish before running the process.
- the Project should have the Charge Code set.
-
A process creating a new Cost Plan. Cost Plan properties:
Pre-conditions:Name Cost Plan created on: yyyy/mm/dd hh:mm:ss Grouping attributes Charge Code, Transaction Type Start Period The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals Finish Period The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6 Period Type Monthly Plan of Record True Planned Cost For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table) - the Project must be financially enabled.
- if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
- if the Allocation changes, allow the timeslice job to finish before running the process.
- the Project should have the Charge Code set.
-
This is workflow that allows you to copy documents from one item to another. This can be altered to move documents from any place they are stored to another. In this particular instance, the focus is on moving documents from one risk to another. When creating a risk that you want to copy from, utilize the attachments section of the page and the associated lookup. The lookup is filtered to only show those risks that already have documents associated with them. Upon clicking the save button, a process runs in the background to copy the requested documents from the requested risk to this newly created risk. -
This is workflow that allows you to copy documents from one item to another. This can be altered to move documents from any place they are stored to another. In this particular instance, the focus is on moving documents from one risk to another. When creating a risk that you want to copy from, utilize the attachments section of the page and the associated lookup. The lookup is filtered to only show those risks that already have documents associated with them. Upon clicking the save button, a process runs in the background to copy the requested documents from the requested risk to this newly created risk.
-
This is workflow that allows you to copy documents from one item to another. This can be altered to move documents from any place they are stored to another. In this particular instance, the focus is on moving documents from one risk to another. When creating a risk that you want to copy from, utilize the attachments section of the page and the associated lookup. The lookup is filtered to only show those risks that already have documents associated with them. Upon clicking the save button, a process runs in the background to copy the requested documents from the requested risk to this newly created risk.
-
“PM Stalker – Project Validations & Issues” executes various queries against the Clarity database and sends an email to all PMs who have one or more projects with any of the following conditions:- Resources have booked time in the past week (validation needed)
- Inactive Resources with ETCs still on the project
- Tasks past their Finish Date but not completed
- Task Role Assignments in the past
-
“PM Stalker – Project Validations & Issues” executes various queries against the Clarity database and sends an email to all PMs who have one or more projects with any of the following conditions:
- Resources have booked time in the past week (validation needed)
- Inactive Resources with ETCs still on the project
- Tasks past their Finish Date but not completed
- Task Role Assignments in the past
Copyright 2023 • Rego Consulting Corporation • Privacy Policy