-
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. -
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. -
Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics. Project metrics measure how effectively project managers are using Clarity to manage their projects. Resource metrics measure how effectively resource managers are using Clarity to manage resources. Metrics are scored on a scale of 0 to 5, with higher scores indicating greater adoption and use. All metrics can be viewed numerically or graphically, and can be broken out by OBS. In addition, metric data can display as a 12-month rolling history to help identify trends. Project metrics can also display by lowest / highest adoption rates for a specific resource metric or all resource metrics. There is a variety of way to view the Adoption Metric data, therefore, Rego has made this simple by creating an Adoption Metrics object that contains multiple tabs. Each tab displays one or more of the Project or Resource Adoption Metrics. Based on the nature of the Metrics some tabs will allow the ability to use a pull down menu to select a specific Adoption Metric. There is also a Metrics trending view that pulls monthly snapshots of the metrics. Project metrics consist of the following: - Project Status Reporting – Measures how well PMs create and publish project status reports.
- Project Risk Adoption – Measures how well Risks are being used and managed.
- Project Issue Adoption – Measures how well Issues are being used and managed.
- Project Schedule – Measures how well PMs create tasks and keep the project schedule current.
- Project Baseline – Measures whether or not baselines exist.
- Project Zero ETC’s – Measures how well the PM assigns resources to tasks with ETCs.
- Project Past ETC’s – Measures how many improperly scheduled tasks the PM has.
- Project Milestone / Key Tasks – Measures how well PMs create and manage Milestones / Key Tasks.
- Project Schedule Variance – Measures how effectively PMs manage their schedules.
- Project Effort Variance – Measures how effectively PMs manage their project efforts.
- Project Budget Variance – Measures how effectively PMs manage budgets or cost plans.
- Project Unfilled Roles – Measures project roles with allocations that are already started or starting within the next 30 days.
- Project Data Quality – Measures how effectively PMs complete the Description, Stage, Progress, Objective, and Sponsor/Business Owner fields.
- Project Commitment – Measures the hard allocations for a project over a two week time frame.
- Resource Clarity Usage – Measures how often users log into Clarity.
- Resource Timesheet – Measures if timesheets post in a timely manner.
- Resource Allocation – Measures how well RMs keep total resource allocations within the expected range for future time periods.
- Resource Actualy Utilization – Measures how well Resource allocations match actuals.
- Resource Allocation Date in the Past – Measures how many resources are open for time entry with dates in the past.
- Resource Data Quality – Measures how well RMs complete the Resource Manager and Primary Role fields and optionally the Skill and Employment Type fields.
- Resource Commitment – Measures how much resource available time is committed to projects.
-
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. -
This portlet pulls back the Availability and Allocation totals by Role between a user-specified Start and Finish Date, then the user can drilldown to look at the information for Applications. The Time Period filter allows for comparing these values across different timeframes (monthly, weekly, quarterly, annual) as desired. Other filters allow for looking at Active or Inactive Roles (or both) and including Active or Inactive Projects (or both) in the totals. -
Portlet to show the stage of any Action Item triggered by Timesheet submission. Portlet allows for a period start date input, filters by Resource, Approver, Action Item Status and Timesheet Status. A link to the action item is provided for direct action by review if needed. This portlet is only for the clients who have established a process that triggers on Timesheet Status change to Submitted and to send Action Items to the person responsible for timesheet approval/validation i.e. PM for project tracking and/or RM for overall approval of the timesheet. The portlet won’t display any data if there are no timesheet Action Items. Examples of such processes would be CA’s OOTB Project Manager Approval or the Timesheet Approval - PM and RM process found on RegoXchange. -
This training document is a Rego Consulting Quick Reference Guide to assist with Entering and Submitting Time in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else. -
This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets. This doc references version 16.2.1 views. Document provides guidance on how to use the Review & Approve tab to adjust time that has already been entered by a resource. -
The Rego PowerBI Reporting Suite features close to 100 free PowerBI reports, designed to enhance project management and reporting capabilities. -
The process is built to clear the random timesheet locks that happens occasionally. There are three Processes and one lookup component and one job definition in the package.- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
- The Lookup PRLock Check (Timesheet) (Id: REGO_PRLOCK_CHECK) should be used to update the GEL parameters for the above process.
- PRLock (Timesheets) Record Removal All (ID: rego_prlk_rc_rmv_all) This deletes ALL prtimesheet locks.
- Rego Remove Timesheet Locks (ID: rego_rmv_ts_locks). This process is run as a job “PrLock Clear for Timesheet Locks” which performs the same functionality as the above two processes. The process and job definition are separate XOG files.
- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
-
Rego’s training video that walks through the Time Entry and Approval process for Clarity PPM – Modern User Experience. This video was created using Clarity PPM version 15.6. -
The Missing Time report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Missing Time report displays resource available hours, timesheet hours entered, and timesheet hours missing by resource and time period. The report can be grouped by resource manager or OBS level. The report also has an option to calculate missing time based on timesheet status or resource availability. The charts include a summary of timesheets across the periods included in the report. The Timesheet Count Summary displays the number of timesheets that are completed, partially completed, or missing for the time periods. The Timesheet Hours Summary displays the number of hours grouped by resource availability, timesheets entered, timesheets missing, and overage.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy