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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. -
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? -
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 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. -
The My Time portlet provides the logged in user with the ability to view his or her time by project by time period without having to go into each period individually on the Timesheets page. This portlet uses the actual timeslices to retrieve data. It displays the amount of time worked per week, month or quarter on projects. The user may specify the dates, time-scaled value and the project name. The portlet also provides a Total to Date, which shows the total number of actuals for that resource on that assignment. -
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. -
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. -
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. -
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.
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** No Download - Do not Add to Cart ** As Clarity's Modern UX continues to evolve with each release, so has the transition conversation among Clarity Product Owners and Administrators. It's no longer a question of "if" and "when;" the question is, how? In this webinar, we'll explore some best practices that enable a successful shift from Classic to Modern. Through a collaborative discussion of overarching strategies to a step-by-step checklist, this session is designed to help you quickly position your users to take advantage of Clarity's latest and greatest capabilities. Nothing to Download - See Link below. http://info.regoconsulting.com/when-to-move-to-modernux-aug-2020 -
This video reviews how to return and approve Clarity timesheets as a Project or Resource Manager. -
This video covers the process of adding tasks to the timesheet using Populate and Add Task, using the timesheet notes functionality, entering timesheet data, updating ETC via the timesheet, and submitting the timesheet.
