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Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? Do you struggle with a lack of executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively managing resources by engaging leadership, RMOs, and utilizing more dedicated resources. Learn best practices for driving effective resource management across your organization. -
The Over/Under Allocation by Resource report displays resource remaining capacity amounts by resource. The report displays amounts by week or month. The amounts can be displayed as hours or FTEs. This report allows you to drill down to the Capacity vs. Demand by Resource report, by clicking a resource name, to see more information about the resource capacity and demand. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • The Load Data Warehouse job must be run before you run this report. If the Data Warehouse is not populated, the report will not display any data. Also, most of the report parameters do not display options. -
The Resource Availability report provides visibility into each resource’s available capacity across projects. It allows users to view availability by resource, grouped by either resource manager or primary role, helping identify under- or over-utilized team members. The report can display data by week, month, or in total, and amounts can be viewed in hours or full-time equivalents (FTEs). -
The All Assignments portlet displays resource assignments across multiple projects. Currently, assignment information displayed for the project, in OWB, or MSP is limited to a single project. This portlet will provide a single view of the assigned data for all assignments across multiple projects. The portlet displays project actuals and estimates from the project (datamart tables). The Days Late field is calculated by the baseline date, while the Days Old field is calculated by today's date. Note: Only the projects that the user has viewer rights to will show up in the list. Filters provide the PM, RM, and individual resource the ability to monitor work progress across multiple projects. For example: ~ PMs can filter for all assignments that were to be completed by a given date but still have "Started" or "Not Started" status. ~ If multiple projects are utilizing the same resource, the PM or RM can filter for assignments utilizing that specific resource to prevent over-utilization. ~ A resource may filter for all assignments assigned to them, providing a picture of their total body of work. -
The All Assignments portlet displays resource assignments across multiple projects. Currently, assignment information displayed for the project, in OWB, or MSP is limited to a single project. This portlet will provide a single view of the assigned data for all assignments across multiple projects. The portlet displays project actuals and estimates from the project (datamart tables). The Days Late field is calculated by the baseline date, while the Days Old field is calculated by today's date. Note: Only the projects that the user has viewer rights to will show up in the list. Filters provide the PM, RM, and individual resource the ability to monitor work progress across multiple projects. For example: ~ PMs can filter for all assignments that were to be completed by a given date but still have "Started" or "Not Started" status. ~ If multiple projects are utilizing the same resource, the PM or RM can filter for assignments utilizing that specific resource to prevent over-utilization. ~ A resource may filter for all assignments assigned to them, providing a picture of their total body of work.
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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. -
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. -
The My Allocations portlet will display the allocations for the logged in user - pulling data from the timeslices. It is used as a quick reference for the users to view their allocations across all of the projects where their allocation is greater than 0 for the specified date range the user wants. This will display both active and inactive projects. -
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials. -
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 Dashboard: Project Status Single-line portlet gives an overview of the project overall status as well as the status indicators on the "current" status report object. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. This portlet displays the report date, symbols relating to the overall status, scope, schedule, cost/effort, and the overall explanation across a single line in the portlet.
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