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By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together. -
By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together. -
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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The Transaction Adapter – is a text based CSV file which automates the importing of monthly non labor financial data into Clarity directly from your financial system. This integration eliminates the need to create non-labor transactions manually in Clarity and will provide more accurate project, program, and portfolio financial reporting. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of the To Dos functionality in Clarity. It illustrates accessing the To Do list from the Menu and then the functionality of the To Do page. -
The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task. This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.Column Label Description Timesheet Period Start Range of time periods to display filtered by start date Timesheet Period Finish Range of time periods to display filtered by finish date Resource Resource(s) to display Type Note on a timesheet or time entry (task specific) -
The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task. This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
Column Label Description Timesheet Period Start Range of time periods to display filtered by start date Timesheet Period Finish Range of time periods to display filtered by finish date Resource Resource(s) to display Type Note on a timesheet or time entry (task specific) -
The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task. This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
Column Label Description Timesheet Period Start Range of time periods to display filtered by start date Timesheet Period Finish Range of time periods to display filtered by finish date Resource Resource(s) to display Type Note on a timesheet or time entry (task specific) -
The Timesheet Approval - RM and PM process is an auto-start process that begins once the resource submits his or her timesheet. This process provides a checks-and-balances style to ensure that all resources entering time have entered the 40 hours. Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors:- The timesheet has less than 40 hours.
- The timesheet has 40 or more hours.
- The resource’s availability is less than 8hrs/day.
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The Timesheet Approval - RM and PM process is an auto-start process that begins once the resource submits his or her timesheet. This process provides a checks-and-balances style to ensure that all resources entering time have entered the 40 hours. Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors:
- The timesheet has less than 40 hours.
- The timesheet has 40 or more hours.
- The resource’s availability is less than 8hrs/day.
