RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets.  This doc references version 16.0.3 views. Document provides detail on Timesheet Options for the Modern UX and how to enable end user column configuration. Detail is also provided on how end users may configure their timesheet view.
  • This is a list of 12 typical maintenance items that should be completed for Clarity on an annual basis.  There is also a short list of items that should be completed periodically depending on client policies.
  • 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.
  • 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.
  • 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 the process of entering and submitting timesheets in Clarity’s Modern User Experience.  The document reviews Accessing and Selecting Timesheets, Population of the Timesheet, and Updating Time & Submitting.
  • This portlet displays Actual Time by Project over a span of time.  It supports Annual, Quarterly, Monthly, and Weekly time periods.  The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type.
  • This portlet displays Actual Time by Project over a span of time.  It supports Annual, Quarterly, Monthly, and Weekly time periods.  The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type.
  • This portlet displays Actual Time by Project over a span of time.  It supports Annual, Quarterly, Monthly, and Weekly time periods.  The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type.
  • Spot opportunities to improve timesheet accuracy and resource allocations by assessing timesheet compliance and allocation.  Report Views include:
    • Allocation Variance
    • Capex vs Opex
    • Hours Detail
    • Resource Dtails
    • Single Manager Drill Down
    • Single Resource Drill Down
    • Timesheet Detail
    • Timesheet Summary
    • Unapproved Timesheets
    Demo Video:  https://www.youtube.com/watch?v=yxIkkqSyrRU&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=8 The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • The portlet displays posted time by project for the logged in user based on time period and date range.  This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to.  The actuals are displayed per month in the form of TSVs.
  • The portlet displays posted time by project for the logged in user based on time period and date range.  This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to.  The actuals are displayed per month in the form of TSVs.
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