RegoXchange
  • Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity.  Learn how you can introduce email-based approvals with Rego's action item responder.  Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration.  Finally, understand Rego's pre-built connectors and how they can benefit your instance.  Including blueprint migrator.  Include free tools like GEL builder, query, XOGbridge.
  • You are no longer regulated to the desktop browser to respond to action items.  Learn how Rego solved this problem using just your email.  We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered.
  • The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task.  This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
    Column Label Description
    Timesheet Period Start Range of time periods to display filtered by start date
    Timesheet Period Finish Range of time periods to display filtered by finish date
    Resource Resource(s) to display
    Type Note on a timesheet or time entry (task specific)
  • The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task.  This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
    Column Label Description
    Timesheet Period Start Range of time periods to display filtered by start date
    Timesheet Period Finish Range of time periods to display filtered by finish date
    Resource Resource(s) to display
    Type Note on a timesheet or time entry (task specific)
  • The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task.  This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
    Column Label Description
    Timesheet Period Start Range of time periods to display filtered by start date
    Timesheet Period Finish Range of time periods to display filtered by finish date
    Resource Resource(s) to display
    Type Note on a timesheet or time entry (task specific)
  • Resource Availability – 4 Weeks is a grid portlet that 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). Filterable by Role, Resource, Resource Type, Full-Time/Part-Time, Availability Range.  Contractor Type is a custom attribute (Lookup - String) created on the Resource object. It is attached to the lookup, Contractor Type (Lookup ID: REGO_CONTRACTOR_TYPE) that has static values Part Time (PT) and Full Time(FT).
  • Resource Availability – 4 Weeks is a grid portlet that 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). Filterable by Role, Resource, Resource Type, Full-Time/Part-Time, Availability Range.  Contractor Type is a custom attribute (Lookup - String) created on the Resource object. It is attached to the lookup, Contractor Type (Lookup ID: REGO_CONTRACTOR_TYPE) that has static values Part Time (PT) and Full Time(FT).
  • Resource Availability – 4 Weeks is a grid portlet that 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). Filterable by Role, Resource, Resource Type, Full-Time/Part-Time, Availability Range.  Contractor Type is a custom attribute (Lookup - String) created on the Resource object. It is attached to the lookup, Contractor Type (Lookup ID: REGO_CONTRACTOR_TYPE) that has static values Part Time (PT) and Full Time(FT).
  • A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
  • A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
  • A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
  • The Global Action Items portlet will help users and clarity admins to keep track of action items in the CA PPM system. This is useful to keep track of Timesheet Approval through Action Item or any other Action Item related workflows. The portlet displays Name, Type Assignee, Created by, Due Date, Health and Status of the Action Items as default columns. The portlet provides  Project, Project Manager, Project OBS, Assignee, Status and Due Dates of the Action Items as default filters.
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