RegoXchange
  • The Time By Resource and Investment - PM portlet shows time spent on projects where the logged in user is the project manager.  This portlet is used to get a snapshot of investments and the time that has been put against them at the individual resource level for the projects that user has access to. This portlet is used for determining what resources have put time against specific investments and can be used to see where resources are spending their time or to help rationalize ETCs for remaining work for planning purposes. The portlet may be filtered by time-scale, date, resource or investment to narrow the search results.
  • The Time By Resource and Investment - PM portlet shows time spent on projects where the logged in user is the project manager.  This portlet is used to get a snapshot of investments and the time that has been put against them at the individual resource level for the projects that user has access to. This portlet is used for determining what resources have put time against specific investments and can be used to see where resources are spending their time or to help rationalize ETCs for remaining work for planning purposes. The portlet may be filtered by time-scale, date, resource or investment to narrow the search results.
  • The Time By Resource and Investment - PM portlet shows time spent on projects where the logged in user is the project manager.  This portlet is used to get a snapshot of investments and the time that has been put against them at the individual resource level for the projects that user has access to. This portlet is used for determining what resources have put time against specific investments and can be used to see where resources are spending their time or to help rationalize ETCs for remaining work for planning purposes. The portlet may be filtered by time-scale, date, resource or investment to narrow the search results.
  • The Time by Task portlet displays time logged to tasks 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, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.
  • The Time by Task portlet displays time logged to tasks 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, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.
  • The Time by Task portlet displays time logged to tasks 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, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.
  • Rego’s training video that walks through the Time Entry and Approval process for Clarity PPM – Modern User Experience.  This video was created using Clarity PPM version 15.6.
  • 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 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 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 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 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 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 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.
  • 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.
  • 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.
  • The Adjusted Timesheet Stalker process is designed to be run via a scheduled job. The end user will need to set up the job and can choose the frequency at which this job should be run. The process will search the system for timesheets with a status of ‘Adjusted’. An email is sent to the resource manager for any resources identified as having adjusted timesheets. The email will provide: • Name of resource • Time period The resource manager is advised that once the timesheet is resubmitted, they will need to approve it. A link to the timesheet itself is provided in the body of the email.
  • The Adjusted Timesheet Stalker process is designed to be run via a scheduled job. The end user will need to set up the job and can choose the frequency at which this job should be run. The process will search the system for timesheets with a status of ‘Adjusted’. An email is sent to the resource manager for any resources identified as having adjusted timesheets. The email will provide: • Name of resource • Time period The resource manager is advised that once the timesheet is resubmitted, they will need to approve it. A link to the timesheet itself is provided in the body of the email.
  • The Adjusted Timesheet Stalker process is designed to be run via a scheduled job. The end user will need to set up the job and can choose the frequency at which this job should be run. The process will search the system for timesheets with a status of ‘Adjusted’. An email is sent to the resource manager for any resources identified as having adjusted timesheets. The email will provide: • Name of resource • Time period The resource manager is advised that once the timesheet is resubmitted, they will need to approve it. A link to the timesheet itself is provided in the body of the email.  
  • 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:
    1. The timesheet has less than 40 hours.
    2. The timesheet has 40 or more hours.
    3. The resource’s availability is less than 8hrs/day.
    If the user has submitted a timesheet with less than 40 hours, then the process will email the user informing him/her of issue, unlocks the timesheet, and changes the status to “Returned”. If the user has an availability of less than 8hrs/day or the timesheet has 40 or more hours, then an action item will be sent to the resource manager informing him/her of the timesheet. If the resource manager (RM) AND project manager (PM) approves the action item, then the process will approve the timesheet and unlock the timesheet. However, if the RM or PM selects “Return” on the action item, then the process will return the timesheet, mail the user that informing him/her that the timesheet has been returned, and unlock the timesheet.
  • 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:
    1. The timesheet has less than 40 hours.
    2. The timesheet has 40 or more hours.
    3. The resource’s availability is less than 8hrs/day.
    If the user has submitted a timesheet with less than 40 hours, then the process will email the user informing him/her of issue, unlocks the timesheet, and changes the status to “Returned”. If the user has an availability of less than 8hrs/day or the timesheet has 40 or more hours, then an action item will be sent to the resource manager informing him/her of the timesheet. If the resource manager (RM) AND project manager (PM) approves the action item, then the process will approve the timesheet and unlock the timesheet. However, if the RM or PM selects “Return” on the action item, then the process will return the timesheet, mail the user that informing him/her that the timesheet has been returned, and unlock the timesheet.
  • 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:
    1. The timesheet has less than 40 hours.
    2. The timesheet has 40 or more hours.
    3. The resource’s availability is less than 8hrs/day.
    If the user has submitted a timesheet with less than 40 hours, then the process will email the user informing him/her of issue, unlocks the timesheet, and changes the status to “Returned”. If the user has an availability of less than 8hrs/day or the timesheet has 40 or more hours, then an action item will be sent to the resource manager informing him/her of the timesheet. If the resource manager (RM) AND project manager (PM) approves the action item, then the process will approve the timesheet and unlock the timesheet. However, if the RM or PM selects “Return” on the action item, then the process will return the timesheet, mail the user that informing him/her that the timesheet has been returned, and unlock the timesheet.
  • The Timesheet Approval - RM 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:
    1. The timesheet has less than 40 hours.
    2. The timesheet has 40 or more hours.
    3. The resource’s availability is less than 8hrs/day.
    If the user has submitted a timesheet with less than 40 hours, then the process will email the user informing him/her of issue, unlocks the timesheet, and changes the status to “Returned”. If the user has an availability of less than 8hrs/day or the timesheet has 40 or more hours, then an action item will be sent to the resource manager informing him/her of the timesheet. If the resource manager (RM) approves the action item, then the process will approve the timesheet and unlock the timesheet. However, if the RM selects “Return” on the action item, then the process will return the timesheet, mail the user that informing him/her that the timesheet has been returned, and unlock the timesheet.
  • The Timesheet Approval - RM 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:
    1. The timesheet has less than 40 hours.
    2. The timesheet has 40 or more hours.
    3. The resource’s availability is less than 8hrs/day.
    If the user has submitted a timesheet with less than 40 hours, then the process will email the user informing him/her of issue, unlocks the timesheet, and changes the status to “Returned”. If the user has an availability of less than 8hrs/day or the timesheet has 40 or more hours, then an action item will be sent to the resource manager informing him/her of the timesheet. If the resource manager (RM) approves the action item, then the process will approve the timesheet and unlock the timesheet. However, if the RM selects “Return” on the action item, then the process will return the timesheet, mail the user that informing him/her that the timesheet has been returned, and unlock the timesheet.
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