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An HTML portlet that displays two buttons that link the user instantly to an object create page. The portlet comes with two buttons and the buttons can be modified to link to any creation page. Administrator can choose: Project, Idea, Application, Program, etc. -
This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role. -
This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics. -
This training document is a Rego Consulting Quick Reference Guide to assist with Task Assignments in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides detail on how to use the Assignments tab to add resources to tasks, tips on how to group resource data, updating ETC values and Per-Period Metrics. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of project tasks from within the Tasks tab in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document covers Task Tab, Timeline View, Board View, Grid View, adding and removing columns, saving views, task details, To Dos, Assignments, Links, Conversations and View Options settings. -
This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role. -
The Percent Time by Type and Timescale - Grid portlet shows a breakout of time by timescale for resources the logged in user has view rights for using the timeslices. This portlet gives the Clarity user the ability to show the amount of hours spent on a project by week, month, quarter and year. Using this portlet, the Clarity user can get an overview of all hours in a time period or use the filter to search for a specific dataset (as required). The portlet provides a filter for OBS and date ranges. -
A Quick Reference Card to assist in the creation of a Program. -
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.
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A process that:- is a weekly email to a project manager. All of the content will be for where the person getting the email is the PM
- shows aggregate data for all of their projects
- sends the PM a reminder email at the end of each week showing the items that the PM needs to do. Maybe call it Weekly PM reminder.
- Shows the mentioned data in sections as follows:
- Past Due issues
- Only active projects
- Only open issues – not resolved or closed
- Show project name, project ID, issue name, issue priority, target resolution date, color (only red or yellow)
- Logic for Yellow = where target resolution is within the next week
- Logic for Red = target resolution date is in the past
- URL LINK: to that issue
- Past Due Risks
- Only active projects
- Only open risks – not resolved or closed
- Show project name, project ID, risk name, risk priority, target resolution date, color (only red or yellow)
- Logic for Yellow = where target resolution is within the next week
- Logic for Red = target resolution date is in the past
- URL LINK: to that risk
- Past Due Status Report
- Only active projects
- Show project name, project ID, report date, most recent overall status, color (only red or yellow)
- Only 1 line per project – show even if there is no status report
- Logic for Yellow = where latest status report date > 7 days ago
- Logic for Red = latest status report date is > 14 days ago
- URL LINK: to status report list
- Past Due Milestones
- Only active projects
- Only open milestones
- Show project name, project ID, task name, task finish date, color (only red or yellow)
- Logic for Yellow = where finish is within the next week
- Logic for Red = finish date is in the past
- URL LINK: to that milestone
- Past Due Forecast
- Only active projects
- Show project name, project ID, last updated date, most recent total plan of record amount, color (only red or yellow)
- Only 1 line per project – show even if there is no finish plan
- Logic for Yellow = where last updated date of the plan of record > 14 days ago
- Logic for Red = where last updated date of the plan of record > 30 days ago
- URL LINK: to cost plan
- Allocation Summary for the Project Team
- Past Due issues
- Unfilled Roles that need to be staffed
- Resources Actuals +/- 25% of Allocation
- Resource ETC +/- 25% of Allocation
- Pending Change Controls / Approval Status
- In addition to the Past Due Milestones, upcoming milestones
- Budget Summary
- Actual vs. Planned
- Burndown estimate
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Based on the pre-determined schedule frequency, this job will send an email to Project Managers that have a project meeting the criteria of: project(s) are active and scheduled finish date is less than the current date. This serves as a reminder to Project Managers to keep their schedules true. The contents of the email include a message indicating the project manager has at least one project meeting this criteria and a table indicating the Project ID, Project Name and Scheduled Finish Date. -
The Time Tracking Stalker - RM workflow process automatically sends an email to Resource Managers for each one of their resources that have not submitted their timesheet for a prior open time period, thus informing the RM if their resources are submitting their timesheets on time. Project Managers will also benefit since the notifications will help to ensure that time is being posted against their projects in a timely manner, helping to provide them with an accurate view of time expended on the projects.
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