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The Allocation Compliance Pie Chart portlet gives a view of active resources' allocation compliance within a date range and OBS displayed in a pie chart. It allows the user to the percentage of resources over, under, and adequately staffed on projects over a selected time period. This portlet leverages the daily allocation and daily availability slices as well as only active investments. The portlet provides filters for specific dates (required) and OBS. -
** No Download - Do not Add to Cart ** As Clarity's Modern UX continues to evolve with each release, so has the transition conversation among Clarity Product Owners and Administrators. It's no longer a question of "if" and "when;" the question is, how? In this webinar, we'll explore some best practices that enable a successful shift from Classic to Modern. Through a collaborative discussion of overarching strategies to a step-by-step checklist, this session is designed to help you quickly position your users to take advantage of Clarity's latest and greatest capabilities. Nothing to Download - See Link below. http://info.regoconsulting.com/when-to-move-to-modernux-aug-2020 -
All Assignments report provides the Managers a single place to view all the assignments associated with a project(s). User can view only the investments that he has access to. This report also displays ETC, Actuals, Total Effort, Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date) associated with the task. You can further narrow your search by OBS Type & Path, Resource Name , Project Manager, Project Name, Project ID, Is project Active?, Assignment Start Date, Assignment Finish Date, Assignment Status and Task Status. -
Late Tasks with Assignments report displays the list of all Tasks (with their Total ETC Hours) that are not closed but are past their finish date or past their baseline finish date. The report provides Project Manager the ability to view and track late tasks across multiple projects without going into each project individually. This report displays Project Name, Project Manager, Task Name, Task Status, Task Start Date, Task Finish Date, Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date). User can further narrow their search by Task Name, Task Status, Project ID, Project Name, Project Manager, Is Milestone?, Is late?, Task Start Date, Task Finish Date and Is Template?. User can use exact dates or relative dates for Task Start Date and Task Finish Date filter parameters. -
Course description: “Is there a way to simplify time tracking? Time is a function 90% of companies use. What are ways to have time be less of a burden to users? How can you minimize the negative perception? This session will discuss options within CA PPM or outside CA PPM to make time tracking less of a burden for all.” Download file is the presentation slide deck. -
Process sends an email to RM, for resources assigned, that indicates the allocation percentage for each resource for the next 6 weeks. Email has links to each resource so that allocation modifications can be made as required. -
The process notifies resource who has been added to investment today and allocation is greater or equal to 100%. The process is on-demand and would require the user to have appropriate rights to run the process. Process should be scheduled as daily once job. -
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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The Time Tracking Stalker – Resource workflow process is used to notify resources that fail to submit a timesheet in a prior week. The workflow checks for active resources, hire/termination dates, track mode, and open for time entry. This process helps to ensure resources submit timesheets in a timely manner. In version 13, the email can be enhanced to include colors, bold, underline, and other HTML formatting. -
The Grant Approve Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet approval and edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet approval and edit rights for any users if the proxy has been removed or the resource manager has changed. This process is used for resource managers that will be out of the office. -
Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? This session will review how some organizations are using RMOs to drive adoption and effectively manage resources, including real world examples of RMO setup and execution.
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