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Course Description: Are you struggling to implement Agile tools at your organization alongside Clarity PPM? This class will review best practices for implementing Agile tools in conjunction with Clarity PPM while living in a bimodal world. We will discuss how Clarity PPM can govern both types of work and teams and how Agile tools should interface with Clarity PPM. -
Is there a way to simplify time tracking? Time is a function 90% of companies use. What are ways to have time be less of a burden to users? How can you minimize the negative perception? This session will discuss options within CA PPM or outside CA PPM to make time tracking less of a burden for all. -
The Time Tracking Stalker – Resource workflow process is used to notify resources that fail to submit a timesheet in a prior week. The workflow checks for active resources, hire/termination dates, track mode, and open for time entry. This process helps to ensure resources submit timesheets in a timely manner. In version 13, the email can be enhanced to include colors, bold, underline, and other HTML formatting. -
The Time Tracking Stalker - RM workflow process automatically sends an email to Resource Managers for each one of their resources that have not submitted their timesheet for a prior open time period, thus informing the RM if their resources are submitting their timesheets on time. Project Managers will also benefit since the notifications will help to ensure that time is being posted against their projects in a timely manner, helping to provide them with an accurate view of time expended on the projects. -
Process sends an email to RM, for resources assigned, that indicates the allocation percentage for each resource for the next 6 weeks. Email has links to each resource so that allocation modifications can be made as required. -
The Timesheet Smoothing Process Workflow kicks-off when an individual timesheet is Submitted. It splits each transaction on the timesheet when total timesheet actuals exceed total weekly availability for the resource. Total weekly availability is determined by multiplying resource availability rate by the number of workdays in the week. Non-workdays include weekends, holidays, PTO, and other scheduled days off, as set on the resource calendar. If timesheet actuals <= total weekly availability, then the timesheet remains unchanged. But if timesheet actuals > total weekly availability, then the following occurs. Each timesheet transaction is reduced by a calculated percentage that will reduce the total regular hours to equal the total weekly availability. Then the remaining transaction hours are placed in a “Split” row for that task on that day, with an Input Type Code set based on a process parameter (which parameter can be set within the script action on the process). Note: If a single day has overtime hours, but the total timesheet actuals <= total weekly availability, no splitting occurs. -
This video covers the process of accessing timesheets within Clarity, both as a team member and as a Project or Resource Manager. -
The Rego Estimation Module Provides a more accurate estimate earlier in the idea/project lifecycle.- Is applied consistently so it can be improved.
- Retains the data in Clarity to enable analysis.
- Provides ongoing feedback by comparing estimates to current EAC.
- Provides historical record of estimating for projects overall as well as change requests.
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Time by resource is a grid report that provides resource and project managers a single place to view time logged to projects by resource over a period of time. This report provides information such as Investment ID, Investment Name, Resource Name and Time Logged Hours on period basis. Report provides you the flexibility of changing period type to Year, Quarter, Month and Day. You can further narrow your search by OBS Type & Path, Resource Name, Investment Name, Period Start Date and Is Investment Active? -
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 16.1.2 views. Doc reviews accessing and selecting timesheets, reviewing submitted timesheets, approving timesheets, approving multiple timesheets, returning timesheets and the timesheet grid. -
The Investment Allocations and Assignments report provides visibility into team member allocation, task assignment, and variance amounts by investment across time periods. A chart highlights allocation compared to assignment amounts by period. Results can be displayed by week, month, or in total, and viewed in either hours or FTEs for each team member and investment. Interactive visuals make it easy to compare planned effort against actual assignments at the team member and investment level. Content Type: Business Intelligence, PowerBI Report -
This portlet displays the actual hours resources entered against investments. The per-period actual hours can be showed in days, weeks, months, quarters, or years. The data can be filtered by Resource, Resource Manager, OBS Unit, Investment and time period
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