RegoXchange
  • The Pending Contractor Termination Stalker process sends email to Resource Manager if the Contractor(s) termination date is 3 weeks or less. This is an On Demand process in Clarity named Contractor Reminders and can be manually executed from the Organizer. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When Contractor Reminders process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The Progress when 100% and the Status is Completed an email would have arrived to the Resource Manager with subject: “Contractor(s) With Termination Date in 3 weeks or less”. This email will list the Contractors whose contracts will terminate on the identified date.
  • 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.
  • 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.
  • 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 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.
  • 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.
  • 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 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 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 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.
  • 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.
  • 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.
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