RegoXchange
  • Time by Assignment report displays time logged to assignments and its associated actuals on monthly basis for all filtered investments. It also displays total ETC and Actual hours associated with an assignment. User can further narrow their search by OBS Type & Path, Investment Type, Investment Charge Code, Investment Name, Task Name, Resource Name, Assignment Start Date and Assignment Finish Date. User can use exact dates or relative dates for Assignment Start and Finish Dates filter parameters.
  • Time by Investment report displays time spent by resources on investment(s). User can view only the investments that he has access to view. Information can be drilled to Yearly, Quarterly or Monthly level. User can further narrow their search by OBS Type & Path, Investment Name, Month Start Date and Is Project Active?.
  • This portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well as the number of timesheets that were completed and the percent complete.  This can also be filtered by OBS so that a company can see timesheet compliance at the OBS level.
  • The REGO Timesheets - WIP portlet displays timesheet information for timesheets that have a status of posted but have not been posted to the WIP tables. This does not include records hung up in invalid transactions. Users can further narrow their search by Project Name, Resource Name, Timesheet Status, Start Date, and Finish Date.
  • This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets.  This doc references version 16.0.2 views. Document provides guidance on how to use the Review & Approve tab to adjust time that has already been entered by a resource.
  • This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the approval of timesheets via the Review & Approve tab. This doc references version 16.0.3 views. Doc reviews accessing and selecting timesheets, reviewing submitted timesheets, approving timesheets, approving multiple timesheets, returning timesheets and the timesheet grid.
  • Monthly Actuals - Admin is a standard calendar view of actuals posted by a user on each day of the selected month. Actuals also includes timesheets that haven’t been submitted/posted yet. Actual hours on the report are tied to user's availability i.e. when user has 0 availability (Saturday/Sunday/Holiday) then actuals are also greyed out.
  • Aligning work to organizational strategy is a fundamental requirement in today's ever-changing marketplace. High performing organizations are moving beyond basic connections to introduce strategic hierarchies that are tied to real measurements of business value via Clarity's Objectives and Key Results (OKRs). Join our expert guides as they present key concepts, best practices, and the evolution of strategic alignment.
  • The Missing Time report provides insight into timesheet compliance by comparing available hours, entered hours, and missing hours for each resource over a selected time period. It can be grouped by resource manager or OBS level and offers flexibility to calculate missing time based on timesheet status or resource availability. The report includes summary charts showing timesheet completion rates and total hours, highlighting completed, partial, and missing timesheets as well as overages across reporting periods.
  • The Missing Time by OBS portlet displays all missing or late timesheets for resources staffed within a specific OBS.   Resources will be included if they are open for time entry, have the track mode of ‘Clarity’ and have a timesheet that is not posted. The portlet accommodates for hire and termination dates.  Also, the portlet only shows resources that the active user has the security rights to view.   Administrators and the Project Management Office may use this portlet to determine the timesheet status of all resources within a specific OBS in open time periods. This portlet allows a user to quickly search by OBS and view all timesheets under that area. After selecting the OBS, the user can also filter on time period start date, Resource Manager and/or Project Manager. The portlet will display a ‘Stop Light’ indicator based on timesheet status, the status, period start, Resource Name, Resource Manager and any actual hours entered for the timesheet.
  • The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure.  The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
  • The Timesheet Audit portlet displays timesheet information in order to perform an audit.  The only required data needed to search the portlet is start and finish date. Additionally, you may narrow the results by filtering by resource, resource ID, OBS Unit, resource manager, timesheet status, project, and task. The portlet provides reporting on the following:
    • Resource
    • Resource ID
    • Email Icon of Resource (So the reviewer can quickly email the Resource)
    • Resource is Active
    • Resource Open for Time
    • Time Period (Start and Finish Dates)
    • Timesheet Status
    • Is Adjustment (If the timesheet is adjusted)
    • Timesheet Modified Date
    • Timesheet Posted Date
    • Timesheet Submitted By
    • Timesheet Approved By
    • Project
    • Task
    • Proposed ETC Hours
    • Pending Actual Hours
    • Total Actual Hours
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