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.
  • This video covers the process of accessing timesheets within Clarity, both as a team member and 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.
  • This video reviews how to return and approve Clarity timesheets as a Project or Resource Manager.
  • This video reviews the process of creating Timesheet Adjustments – making changes to a timesheet after it has been posted.
  • 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.
  • 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.
  • Course Description:   Have you considered using Rally Software® in conjunction with Clarity PPM? Have you seen or heard about the OOTB connector? This class will go through the OOTB connector in detail and show how Rego has built addons to enhance the connectivity between these two tools.
  • The Enhanced Time Tracking Stalker – Resource workflow process is used to notify resources who failed to submit a timesheet for the prior time period they must take action. The workflow checks for active resources (by using the hire and termination dates, their track mode and that they are open for time entry). Each resource who meet the criteria receives an email asking them to submit their outstanding timesheet(s). The email includes a table that contains this information: time period, timesheet status and any hours currently saved on the timesheet. All outstanding timesheets are included in the table with links to the timesheet in the Modern User Experience side of Clarity. This process helps to ensure the timely submission of timesheets.
  • The Enhanced Time Tracking Stalker – RM workflow process automatically sends a single email to Resource Managers which contains a list of any of their resources that have not submitted their timesheet for a prior open time period.  The email informs the RM if their resources are submitting their timesheets on time.  The email includes a table that provides this information for each resource: Resource Name, Time Period, Timesheet Status and Total Hours saved on the timesheet with links to the timesheet in the Modern User Experience of Clarity. These notifications will help to ensure that time is being posted and approved in a timely manner.
  • The Enhanced Time Tracking Stalker – RM workflow process automatically sends a single email to Resource Managers which contains a list of any of their resources that have not submitted their timesheet for a prior open time period.  The email informs the RM if their resources are submitting their timesheets on time.  The email includes a table that provides this information for each resource: Resource Name, Time Period, Timesheet Status and Total Hours saved on the timesheet with links to the timesheet in the Modern User Experience of Clarity. These notifications will help to ensure that time is being posted and approved in a timely manner.
  • The Enhanced Time Tracking Stalker – RM workflow process automatically sends a single email to Resource Managers which contains a list of any of their resources that have not submitted their timesheet for a prior open time period.  The email informs the RM if their resources are submitting their timesheets on time.  The email includes a table that provides this information for each resource: Resource Name, Time Period, Timesheet Status and Total Hours saved on the timesheet with links to the timesheet in the Modern User Experience of Clarity. These notifications will help to ensure that time is being posted and approved in a timely manner.
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