Project managers may use this portlet to show the planned effort and the remaining effort on projects.  Includes actual hours as well as estimate at completion. You may narrow the results by filtering by project name, project manager, project OBS, or active flag. The portlet will display each project by ID, name, project manager, planned effort (total allocation hours), actual hours, remaining effort (ETC), and estimate at complete (actual + ETC).

The purpose is to show actual hours, planned effort and remaining effort at the resource level, with the addition of OBS levels to support filtering and manipulation of the exported data.

The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view.

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

The Timesheets by Resource portlet gives the ability to highlight the time periods where resources are working overtime or working less than 25 hours a week. The filter requires timesheet Start Date and End Date to be provided. Additionally, the information can be filtered by Resource, Resource ID, OBS Unit, Employment Type, Resource Manager, Open for Time, and Active status. This portlet displays Resource, Resource ID, Active (yes/no), Employment Type, Primary Role, Resource Manager, and Timesheet Hours Flag. The flags are set with the logic

• Yellow = timesheets not posted / zero hour timesheets
• Green = where number of hours posted is > 25 and less than 45
• Red = where number of hours posted is < 25 or > 45

The thresholds can, of course, be modified.

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.

A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.

Resource Availability – 4 Weeks is a grid portlet that displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks.  If % Available is negative, this indicates an over-allocation.  Zero% Average Availability indicates fully allocated (no remaining availability). Filterable by Role, Resource, Resource Type, Full-Time/Part-Time, Availability Range.  Contractor Type is a custom attribute (Lookup - String) created on the Resource object. It is attached to the lookup, Contractor Type (Lookup ID: REGO_CONTRACTOR_TYPE) that has static values Part Time (PT) and Full Time(FT).