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The Lock Inactive Users workflow process will automatically lock all user accounts when their last login date was more than 60 days ago. The process can be scheduled to run daily or can be run on demand when resource account cleanup is needed. -
Based on the pre-determined schedule frequency, this job will send an email to Resource Managers that have a Resource meeting the criteria of: Average allocations are less than 100% where Resource(s) and Project(s) are active over the next two weeks. This serves as a reminder to Resource Managers to monitor and manage allocations. The contents of the email include a message indicating the Resource Manager has at least one Resource meeting this criteria and a table indicating the Resource and that resource’s average, next 90 days allocations. -
Based on the pre-determined schedule frequency, this job will send an email to Resource Managers that have a Resource meeting the criteria of: Average allocations are greater than 120% where Resource(s) and Project(s) are active over the next 90 days. This serves as a reminder to Resource Managers to monitor and manage allocations. The contents of the email include a message indicating the Resource Manager has at least one Resource meeting this criteria and a table indicating the Resource and that resource’s average, next 90 days allocations. -
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:- 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 - 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 Give RM Calendar & Time Rights workflow process can be run through the "Execute a Process" job. The workflow will execute a query that gives a Resource Manager Calendar Edit and Timesheet Edit rights for their resources. These rights are not inherent for Resource Managers when they are named as an individual’s resource manager. -
The Grant Edit Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet 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 edit rights for any users if the proxy has been removed or the resource manager has changed. This process would allow a resource manager to designate a subordinate the ability to enter time on other resources’ behalf while still going to the resource manager for approval. -
The Grant Edit Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet 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 edit rights for any users if the proxy has been removed or the resource manager has changed. This process would allow a resource manager to designate a subordinate the ability to enter time on other resources’ behalf while still going to the resource manager for approval.
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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. -
Are you on an older version of CA PPM? Do you want to understand the value of the new features and functions in recent versions? Have you seen the new UX and do you wonder when is the right time to move over? This class is a demonstration of the new UX, new features in both classic and new UX, and the value of these features for customers. -
Course Description: Do some folks in your organization view Clarity PPM as worthless or of little value? In this class, we will discuss how to increase the value perception of Clarity PPM and innovative ways to sell the value Clarity PPM provides to stakeholders and users. -
No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool. We will show some neat case studies on quick Excel integrations deployed at customers.
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