The Timesheets by Resource portlet gives the ability to highlight the time periods where resources are working overtime or working less than 25 hours a week. The filter requires timesheet Start Date and End Date to be provided. Additionally, the information can be filtered by Resource, Resource ID, OBS Unit, Employment Type, Resource Manager, Open for Time, and Active status. This portlet displays Resource, Resource ID, Active (yes/no), Employment Type, Primary Role, Resource Manager, and Timesheet Hours Flag. The flags are set with the logic

• Yellow = timesheets not posted / zero hour timesheets
• Green = where number of hours posted is > 25 and less than 45
• Red = where number of hours posted is < 25 or > 45

The thresholds can, of course, be modified.

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.

The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.  This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.

Column Label	Description
OBS	OBS the resource(s) belong to
Resource Full Name	Resource’s First and Last Name
Resource ID	Resource’s ID
First Name	Resource’s First Name
Last Name	Resource’s Last Name
Date Last Logged In	Date the Resource last logged in
Date Last Time Investment Updated	Date the Resource last made an Investment update
Resource Active	The Resource’s active status
Employment Type	Resource’s Employment Type
Financial Location	Resource’s Financial Location
Email	Resource’s Email Address
Date Last Time Financial Plans Edited	Date the Resource last made a Financial Plan edit
Date of last entry on a Timesheet	Date the Resource last made an entry on a timesheet
Created Date	Date the resource was added to the system
Date of Hire	Resource’s Date of Hire
Date of Termination	Resource’s Date of Termination
Financial Department	Resource’s Financial Department
Home Page	Resource’s Home Page
Language	Default Language of the Resource
Primary role	Resource’s Primary Role
Resource manager	Resource’s Manager
Track Mode	Resource’s Track Mode
User Name	Resource’s Username

View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time.