| Column Label | Description |
| OBS | OBS the resource(s) belong to |
| Resource Full Name | Resource’s First and Last Name |
| Resource ID | Resource’s ID |
| First Name | Resource’s First Name |
| Last Name | Resource’s Last Name |
| Date Last Logged In | Date the Resource last logged in |
| Date Last Time Investment Updated | Date the Resource last made an Investment update |
| Resource Active | The Resource’s active status |
| Employment Type | Resource’s Employment Type |
| Financial Location | Resource’s Financial Location |
| Resource’s Email Address | |
| Date Last Time Financial Plans Edited | Date the Resource last made a Financial Plan edit |
| Date of last entry on a Timesheet | Date the Resource last made an entry on a timesheet |
| Created Date | Date the resource was added to the system |
| Date of Hire | Resource’s Date of Hire |
| Date of Termination | Resource’s Date of Termination |
| Financial Department | Resource’s Financial Department |
| Home Page | Resource’s Home Page |
| Language | Default Language of the Resource |
| Primary role | Resource’s Primary Role |
| Resource manager | Resource’s Manager |
| Track Mode | Resource’s Track Mode |
| User Name | Resource’s Username |
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The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources. This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet. -
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. -
This is the same portlet as the out of the box Weekly Detail with an additional filter element for Program (multiple select). Portlet displays resource allocations graphically for each project in the specified program(s), for the next six weekly periods. Portlet filterable by numerous project, resource, and assignment attributes. Graphical representation shows Resource Availability Threshold and Allocation in hours, as a mouse-over. -
A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page. It shows the next six weeks of allocations by investment, with a column total. The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate. -
This portlet shows resource allocation by percent and hours, and gives ability to filter on allocation percent. The RM can use the portlet to see if any of the resources is over/ under allocated. -
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 Timesheet Audit portlet displays timesheet information in order to perform an audit. The only required data needed to search the portlet is start and finish date. Additionally, you may narrow the results by filtering by resource, resource ID, OBS Unit, resource manager, timesheet status, project, and task. The portlet provides reporting on the following:- Resource
- Resource ID
- Email Icon of Resource (So the reviewer can quickly email the Resource)
- Resource is Active
- Resource Open for Time
- Time Period (Start and Finish Dates)
- Timesheet Status
- Is Adjustment (If the timesheet is adjusted)
- Timesheet Modified Date
- Timesheet Posted Date
- Timesheet Submitted By
- Timesheet Approved By
- Project
- Task
- Proposed ETC Hours
- Pending Actual Hours
- Total Actual Hours
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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 Dashboard: Project Information portlet gives a set of high-level information about the 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 displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish. -
The Dashboard: Phase Gantt portlet gives an overview of all WBS level 1 tasks or milestones 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 displays the name, and a graphical representation of the timeline for the phases. The date range may be configured by day, month, year, or quarter. The start date may also be configured to any date or a relative date (start of current month, start of next year, etc). -
The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself. -
The Missing Time by OBS portlet displays all missing or late timesheets for resources staffed within a specific OBS. Resources will be included if they are open for time entry, have the track mode of ‘Clarity’ and have a timesheet that is not posted. The portlet accommodates for hire and termination dates. Also, the portlet only shows resources that the active user has the security rights to view. Administrators and the Project Management Office may use this portlet to determine the timesheet status of all resources within a specific OBS in open time periods. This portlet allows a user to quickly search by OBS and view all timesheets under that area. After selecting the OBS, the user can also filter on time period start date, Resource Manager and/or Project Manager. The portlet will display a ‘Stop Light’ indicator based on timesheet status, the status, period start, Resource Name, Resource Manager and any actual hours entered for the timesheet.
