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This process must be run using the “Execute a Process” job. Job may be scheduled or run on-demand. Process pulls Availability Rate from the Availability blob for each resource, where blob is not null. Then it populates this value into a custom Daily Availability attribute (Number field with 2 decimals) on the Resource object. This field does not have to be displayed to be used for reporting. Because the OOB Availability Rate field is stored only in a blob, it is difficult to include in portlet or report output. The use of this custom attribute makes the value easily reportable. -
A Resource Calendar sub-object is populated by a non-object-specific process, executed by the “Execute a Process” job, which can be scheduled. The first 7 rows of the sub-object display the standard week from the base calendar, including columns for Day of Week, Is Workday (checked/unchecked), Shifts, and work Hours available. The remaining rows display calendar exceptions, including columns for Day of Week, Exception Date, Is Exception (checked), and work Hours available. If exception changes to a workday, Is Workday column is checked, and Shifts also display. If exception changes to a non-workday, Is PTO column is checked. Resource Calendar object is filterable by Calendar Entry Type (All, Calendar Exception, Day of Week), Day of Week, Exception Date Range, Is Workday, Is Exception, Is PTO, and power filter. -
This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan. -
This process pulls in the total hours tracked, by resource, by task, for a given project for the weekly time period that ended. The information is sent to the Project Manager listed on the project. This process can be scheduled via the Execute a Process job. -
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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This portlet displays the monthly allocation per resource. The PM can view by the RM or the resource to get the data for monthly resource allocations. The table below describes the available filter fields in the portlet. Column Label Description Work Effort Manager Manager of the Investment the Work Effort is on Work Effort Active Active status of the Investment the Work Effort is on Resource Resource’s Name Internal Resource ID Resource’s ID Zero Allocation Show Allocations that equal zero Open for Time Entry Is the Resource Open for Time Entry Resource Active Resource’s Active status Role Resource’s Primary Role OBS Unit Resource’s OBS Start Allocation Start Time to filter by End Allocation Finish time to filter by -
This Portlet produces a Grid View of Resources using total Resource Allocation from each Project’s Team / Staff, per month; output is expressed as a %. Users can specify which Resource OBS to use as a Filter (unit and descendants is assumed) as well as a Start/End Date. -
This Portlet produces a Stacked Chart of Projects using total Resource Allocation from each Project’s Team / Staff, per month. Users can specify which Resource OBS to use as a Filter (unit and descendants is assumed) as well as a Start/End Date Range. -
Resource Availability – 4 Weeks is a grid portlet that displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. If % Available is negative, this indicates an over-allocation. Zero% Average Availability indicates fully allocated (no remaining availability). Filterable by Role, Resource, Resource Type, Full-Time/Part-Time, Availability Range. Contractor Type is a custom attribute (Lookup - String) created on the Resource object. It is attached to the lookup, Contractor Type (Lookup ID: REGO_CONTRACTOR_TYPE) that has static values Part Time (PT) and Full Time(FT). -
This portlet depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion. Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis. This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet. The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates. The OBS summary totals show on a single line, but can be clicked (+) to roll out the details behind each OBS total. -
The Timesheets by Resource portlet gives the ability to highlight the time periods where resources are working overtime or working less than 25 hours a week. The filter requires timesheet Start Date and End Date to be provided. Additionally, the information can be filtered by Resource, Resource ID, OBS Unit, Employment Type, Resource Manager, Open for Time, and Active status. This portlet displays Resource, Resource ID, Active (yes/no), Employment Type, Primary Role, Resource Manager, and Timesheet Hours Flag. The flags are set with the logic- Yellow = timesheets not posted / zero hour timesheets
- Green = where number of hours posted is > 25 and less than 45
- Red = where number of hours posted is < 25 or > 45
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The Team Skills portlet 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. -
The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view. -
The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view.
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The Time Off by Day portlet displays resource availability by day. The portlet results may be filtered on: Resource Manager, Booking Manager, Resource, OBS Unit, and Date Range. This portlet will display the availability for each resource by day in separate columns and obtains the information from the time slices. When the portlet encounters an exception day (personal day off, or holiday on the base calendar), a yellow caution icon will appear within the same cell. Using this portlet, resource managers are able to quickly determine availability for their resources over a set time range. -
The Missing Time by RM portlet displays all missing or late timesheets for resources for which the logged in user has resources (logged in user is the RM). Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Resource managers may use this portlet to determine the timesheet status of all resources in open time periods. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet. -
The Dashboard: Open Risks portlet gives an overview of all risks that are not closed or resolved for a single project. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. The portlet sorts the risks first by priority and then by target date. It displays the name, owner, target date, probability impact, and priority. -
This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the approval of timesheets via the Review & Approve tab. This doc references version 16.1 views. Doc reviews accessing and selecting timesheets, reviewing submitted timesheets, approving timesheets, approving multiple timesheets, returning timesheets and the timesheet grid. -
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 16.1 views. Doc reviews the Menu Bar and User Tool Bar. -
The Time by Assignment portlet displays time logged to assignments for all investments the logged in user has security rights to view - pulling data from the timeslices. It is capable of displaying the data by weekly, monthly or quarterly segments. The portlet may also be filtered by investment and resource OBS. -
The Resource Vacation Details portlet allows a resource manager, or administrator, to see a resource’s calendar at a glance, displayed by week or month for a selected time period. This portlet shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame. -
The Resource Vacation portlet allows a resource manager to view a resource’s current annual vacation allowance, as set by the resource manager, against the resource’s vacation calendar hours and actual posted timesheet hours. This portlet is useful for determining the amount of hours a resource has requested off and has remaining. This portlet also ensures the resource has accounted for all annual vacation allowance hours in the calendar and has posted time for all past calendar request hours. -
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. -
The Capacity Graph - Investment portlet displays Availability, Allocations, Assignments and Actuals for active resources in a single project. This portlet pulls from timeslices and allows the user to filter on weekly, monthly, or quarterly data. This portlet provides a Project Manager with a simple way to analyse: Allocations vs. Actuals and Allocations vs. ETC. Depending on metric goals, the graph allows the user to determine where areas of improvement may exist.
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