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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 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. -
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.
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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. -
The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data. The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to view. -
The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data. The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to view.
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The Capacity vs. Demand by Resource report displays resource capacity and demand at the resource level across investments. The report gives you visibility into the capacity, demand, and remaining capacity by resource. The report displays amounts by week or month, and in total. The amounts might be displayed as hours or FTEs. 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. • Resource demand allocation amounts display if the resource is allocated to at least one investment and the report display type of hours as allocations. Resource demand assignment amounts display if the resource is assigned to at least one task on the investment and the report displays type of hours as assignments. -
This training document is a Rego Consulting Quick Reference Guide to assist with the staffing of a Team on an investment in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers Common Terms, setting up a Default Allocation, Allocation vs ETC, Staff Tab, and Staffing the Team – Time Scale. -
This training document is a Rego Consulting Quick Reference Guide to assist with the Resources Workspace in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document reviews the Resources, Roles and Teams tabs in the Resources Workspace. -
This training document is a Rego Consulting Quick Reference Guide to assist with placeholder role replacement in Clarity’s Modern User Experience. The document reviews accessing and fulfilling requests. -
The Enhanced Time Tracking Stalker – RM workflow process automatically sends a single email to Resource Managers which contains a list of any of their resources that have not submitted their timesheet for a prior open time period. The email informs the RM if their resources are submitting their timesheets on time. The email includes a table that provides this information for each resource: Resource Name, Time Period, Timesheet Status and Total Hours saved on the timesheet with links to the timesheet in the Modern User Experience of Clarity. These notifications will help to ensure that time is being posted and approved in a timely manner. -
Do you want to understand the OOTB configuration and functionality of resource management? In this class, we will review the OOTB objects, views, and functions of assignments, allocations, and other related areas. We will cover both classic and new UX highlighting differences.
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