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Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute. Chart shows Idea Progress names in legend, and count total is available as a mouse-over. No filters available on this portlet. -
This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience. This doc references version 16.0 views. Doc reviews the Menu Bar and User Tool Bar. -
Course Description: Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity PPM to seamlessly improve collaboration and team productivity. -
The Global Action Items portlet will help users and clarity admins to keep track of action items in the CA PPM system. This is useful to keep track of Timesheet Approval through Action Item or any other Action Item related workflows. The portlet displays Name, Type Assignee, Created by, Due Date, Health and Status of the Action Items as default columns. The portlet provides Project, Project Manager, Project OBS, Assignee, Status and Due Dates of the Action Items as default filters. -
The Global Action Items portlet will help users and clarity admins to keep track of action items in the CA PPM system. This is useful to keep track of Timesheet Approval through Action Item or any other Action Item related workflows. The portlet displays Name, Type Assignee, Created by, Due Date, Health and Status of the Action Items as default columns. The portlet provides Project, Project Manager, Project OBS, Assignee, Status and Due Dates of the Action Items as default filters.
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The Global Action Items portlet will help users and clarity admins to keep track of action items in the CA PPM system. This is useful to keep track of Timesheet Approval through Action Item or any other Action Item related workflows. The portlet displays Name, Type Assignee, Created by, Due Date, Health and Status of the Action Items as default columns. The portlet provides Project, Project Manager, Project OBS, Assignee, Status and Due Dates of the Action Items as default filters.
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The Grant Project Edit Rights workflow process allows a project manager to grant project edit rights to another user without contacting an administrator. The workflow uses the Out-of-the-box field for Business Owner. The script starts when the field is updated. It will assign project edit rights to whichever user is added to the Business Owner field. This process can be modified to grant project edit rights to any user within a project field. -
The Grant Project Edit Rights workflow process allows a project manager to grant project edit rights to another user without contacting an administrator. The workflow uses the Out-of-the-box field for Business Owner. The script starts when the field is updated. It will assign project edit rights to whichever user is added to the Business Owner field. This process can be modified to grant project edit rights to any user within a project field.
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The Grant Project Edit Rights workflow process allows a project manager to grant project edit rights to another user without contacting an administrator. The workflow uses the Out-of-the-box field for Business Owner. The script starts when the field is updated. It will assign project edit rights to whichever user is added to the Business Owner field. This process can be modified to grant project edit rights to any user within a project field.
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The Give RM Calendar & Time Rights workflow process can be run through the "Execute a Process" job. The workflow will execute a query that gives a Resource Manager Calendar Edit and Timesheet Edit rights for their resources. These rights are not inherent for Resource Managers when they are named as an individual’s resource manager. -
The Grant Team Project Edit Rights workflow allows a project manager to grant Project – Edit Management rights to all users staffed on the project. This workflow saves not only the project manager time by allowing all users on the project to update information, but also saves the administrator time from granting each resource these rights individually. The process will also remove any rights from members that have been removed from the project. -
The Grant Team Project Edit Rights workflow allows a project manager to grant Project – Edit Management rights to all users staffed on the project. This workflow saves not only the project manager time by allowing all users on the project to update information, but also saves the administrator time from granting each resource these rights individually. The process will also remove any rights from members that have been removed from the project.
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