Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics. Project metrics measure how effectively project managers are using Clarity to manage their projects. Resource metrics measure how effectively resource managers are using Clarity to manage resources.
Metrics are scored on a scale of 0 to 5, with higher scores indicating greater adoption and use. All metrics can be viewed numerically or graphically, and can be broken out by OBS. In addition, metric data can display as a 12-month rolling history to help identify trends. Project metrics can also display by lowest / highest adoption rates for a specific resource metric or all resource metrics.
There is a variety of way to view the Adoption Metric data, therefore, Rego has made this simple by creating an Adoption Metrics object that contains multiple tabs. Each tab displays one or more of the Project or Resource Adoption Metrics. Based on the nature of the Metrics some tabs will allow the ability to use a pull down menu to select a specific Adoption Metric. There is also a Metrics trending view that pulls monthly snapshots of the metrics.
Project metrics consist of the following:
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Process provides the RM with assigned resources availability percentage for the next four weeks. Grid displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. If % Available is negative, this indicates an over-allocation. Zero% Average Availability indicates fully allocated (no remaining availability). Links at the resource name allow for modifications by the RM. -
Process provides the RM with assigned resources availability percentage for the next four weeks. Grid displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. If % Available is negative, this indicates an over-allocation. Zero% Average Availability indicates fully allocated (no remaining availability). Links at the resource name allow for modifications by the RM.
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Process provides the RM with assigned resources availability percentage for the next four weeks. Grid displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. If % Available is negative, this indicates an over-allocation. Zero% Average Availability indicates fully allocated (no remaining availability). Links at the resource name allow for modifications by the RM.
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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. -
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.
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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.
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The Current Proxies portlet provides a user with an overview of all the resources in the system currently using a proxy. This portlet is helpful to determine a proxy if a user is currently out of the office. The portlet provides several pieces of information related to the resource including: resource names, proxy, start date, end date, days remaining, total days, and if the proxy is active. The user may filter by resource name, proxy name, proxy status (defaults to Yes), and start/end dates (defaults to the current date). -
The Current Proxies portlet provides a user with an overview of all the resources in the system currently using a proxy. This portlet is helpful to determine a proxy if a user is currently out of the office. The portlet provides several pieces of information related to the resource including: resource names, proxy, start date, end date, days remaining, total days, and if the proxy is active. The user may filter by resource name, proxy name, proxy status (defaults to Yes), and start/end dates (defaults to the current date).
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The Current Proxies portlet provides a user with an overview of all the resources in the system currently using a proxy. This portlet is helpful to determine a proxy if a user is currently out of the office. The portlet provides several pieces of information related to the resource including: resource names, proxy, start date, end date, days remaining, total days, and if the proxy is active. The user may filter by resource name, proxy name, proxy status (defaults to Yes), and start/end dates (defaults to the current date).
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The tech-trick shows how to retrieve logged in User related values (ex: skill set) in timesheet. -
This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI à Collaboration tab or via the New UX Documents module. Clicking on the File Name downloads the file, clicking on the Options gear allows users to export the list to Excel.
