790 results
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The Resource Data Issues portlet is used to identify data exceptions related to resource setup. This portlet helps to identify where resources are missing key data or are possibly sitting in an exception state. This view will show resources that have one or many exceptions, including inactive resources. There is no security built into this portlet - all resources will show. The only required field in the filter is Days, which is the number of days since the user last logged in. The user may also narrow the results by resource, OBS, or project type. -
This grid displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project. -
This grid displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project.
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This grid displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project.
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This portlet displays the % allocation of resources to projects. The portlet shows if the resource is allocated to the projects as an individual resource or as part of an Agile team, in which case it will display the resource % allocation to the team and what that will represent in terms of % allocation to the project. The Total Allocation % display the allocation of the resource to all investments is allocated to. Remaining Capacity and Over/Under columns will help identify the resources that still have availability and the ones that are over allocated. -
This portlet displays the % allocation of resources to projects. The portlet shows if the resource is allocated to the projects as an individual resource or as part of an Agile team, in which case it will display the resource % allocation to the team and what that will represent in terms of % allocation to the project. The Total Allocation % display the allocation of the resource to all investments is allocated to. Remaining Capacity and Over/Under columns will help identify the resources that still have availability and the ones that are over allocated.
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This portlet displays the % allocation of resources to projects. The portlet shows if the resource is allocated to the projects as an individual resource or as part of an Agile team, in which case it will display the resource % allocation to the team and what that will represent in terms of % allocation to the project. The Total Allocation % display the allocation of the resource to all investments is allocated to. Remaining Capacity and Over/Under columns will help identify the resources that still have availability and the ones that are over allocated.
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“Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project. Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work? The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria. This portlet checks that table, and sets the Missing Rate attribu -
“Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project. Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work? The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria. This portlet checks that table, and sets the Missing Rate attribu
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The tech-trick shows how to retrieve logged in User related values (ex: skill set) in timesheet. -
The Revenue Forecast portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display -
The Revenue Forecast portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display -
The Revenue Forecast portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display -
The Revenue Forecast by Role portlet displays forecasted revenue by both resource and role on the given project, broken out by month. The table below describes the available filter fields in the portlet.Column Label Description Months Fiscal months to display -
Out of the box, there is no way to export or report on the Modern UX Roadmap Grid view. This report allows the end user to select one or more roadmaps and provides an exportable view of several OOTB fields from those roadmaps. When exported to and open in excel, the first tab will display a combined view of all selected Roadmaps, one row for every Roadmap Item, and additional tabs will display Roadmap-specific views. Custom attributes may be added to the report by your developers. -
Out of the box, there is no way to export or report on the Modern UX Roadmap Grid view. This report allows the end user to select one or more roadmaps and provides an exportable view of several OOTB fields from those roadmaps. When exported to and open in excel, the first tab will display a combined view of all selected Roadmaps, one row for every Roadmap Item, and additional tabs will display Roadmap-specific views. Custom attributes may be added to the report by your developers.
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This is a graphic portlet that pulls the average schedule variance by OBS node of the project. The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:- OBS Type
- If the project is financially approved?
- Financial Status
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This is a graphic portlet that pulls the average schedule variance by OBS node of the project. The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:
- OBS Type
- If the project is financially approved?
- Financial Status
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This is a graphic portlet that pulls the average schedule variance by OBS node of the project. The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:
- OBS Type
- If the project is financially approved?
- Financial Status
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This portlet shows the variance between the schedule finish and baseline finish for projects. The portlet also displays the schedule variance: {(Finish-Start) – (Baseline Finish-Baseline Start)}. -
This portlet shows the variance between the schedule finish and baseline finish for projects. The portlet also displays the schedule variance: {(Finish-Start) – (Baseline Finish-Baseline Start)}.
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This portlet shows the variance between the schedule finish and baseline finish for projects. The portlet also displays the schedule variance: {(Finish-Start) – (Baseline Finish-Baseline Start)}.
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Course Description: Do some folks in your organization view Clarity PPM as worthless or of little value? In this class, we will discuss how to increase the value perception of Clarity PPM and innovative ways to sell the value Clarity PPM provides to stakeholders and users. -
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. -
A Quick Reference Guide to assist in the process of staffing a Project Team in Clarity. The document uses screen shots from the Classic UX with the Phoenix theme. -
A Quick Reference Guide that covers how to staff a Team in Clarity’s Modern UX. It reviewes some of the key terminology, covers Allocation vs. ETC, accessing the Staffing Tab, and viewing time-scaled allocations. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of staffing a Team in Clarity’s Modern User Experience. The document starts with a review of common terms, then setting default allocation, Allocation vs ETC, and then the Staffing Tab. -
Course Description: How do companies track stage gates within Clarity PPM? This session will review some best practices for tracking, monitoring, and approving stage gates within Clarity PPM. We will also discuss pros and cons of various options to help you select the best method for your company. -
The Status Report Publish workflow process pushes values from the status report sub-object to the parent project object. The process is started when the user ticks the “Publish” Boolean field on the status report (custom field added). This workflow will update the project object with the overall status indicator, the status comment, the previous overall status, and the as of date. This eliminates the project manager having to update the fields in both the status report and the project overall. -
The Status Report Publish workflow process pushes values from the status report sub-object to the parent project object. The process is started when the user ticks the “Publish” Boolean field on the status report (custom field added). This workflow will update the project object with the overall status indicator, the status comment, the previous overall status, and the as of date. This eliminates the project manager having to update the fields in both the status report and the project overall.
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This training document is a Rego Consulting Quick Reference Guide to assist with Status Reporting in Clarity’s Modern User Experience. The document reviews Status Reporting via the Status Tab and the Status Reporting Tab – Grid View. -
A Quick Reference Guide to assist in the creation and management of Status Reports in Clarity’s Modern UX. Reviews accessing the project details from the grid or tile view, creation of a new status report, existing status reports in Classic, updating status reports, customizing project status, and the project status list view. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of Sub-Objects and Channels in Clarity’s Modern UX. -
Course Description: Have you ever thought of using Clarity PPM for surveys or quality audits? Would you like to create dashboards with metrics from surveys, lessons learned, project audits, and quality? In this class, we will review a customer use case where all of this was done in Clarity PPM—linking to SharePoint to capture survey results, then producing dashboards inside of PPM and SharePoint based on very specific metrics. -
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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This training document is a Rego Consulting Quick Reference Guide to assist with managing Task Assignments in Clarity’s Modern User Experience. The document covers creating new assignments and updating ETC.
