RegoXchange
  • 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.
    Or
    • 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.
  • This process workflow with gel script forces billable hours on timesheet down to 40 hours, and sets overtime hours to non-billable.  Timesheets with 40 or fewer hours are not touched.  Process kicks off upon submission of timesheet.  Steps are:
    • Determine if timesheet has > 40 hours.  If so, proceed.
    • Create a SPLIT row for each timesheet row, with Input Type Code = Non-Bill.
    • Divide 40 by total timesheet ours.  Store this value.
    • Multiply each timesheet cell by the stored value, and enter the result into that cell.
    • Take the difference (original cell value – new cell value), and enter in same cell on Split row.
    • The end result will be 40 hours total on Billable rows, and overtime hours on Non-Billable rows.
  • A Resource Calendar sub-object is populated by a non-object-specific process, executed by the “Execute a Process” job, which can be scheduled. The first 7 rows of the sub-object display the standard week from the base calendar, including columns for Day of Week, Is Workday (checked/unchecked), Shifts, and work Hours available. The remaining rows display calendar exceptions, including columns for Day of Week, Exception Date, Is Exception (checked), and work Hours available.  If exception changes to a workday, Is Workday column is checked, and Shifts also display.  If exception changes to a non-workday, Is PTO column is checked. Resource Calendar object is filterable by Calendar Entry Type (All, Calendar Exception, Day of Week), Day of Week, Exception Date Range, Is Workday, Is Exception, Is PTO, and power filter.
  • A Resource Calendar sub-object is populated by a non-object-specific process, executed by the “Execute a Process” job, which can be scheduled. The first 7 rows of the sub-object display the standard week from the base calendar, including columns for Day of Week, Is Workday (checked/unchecked), Shifts, and work Hours available. The remaining rows display calendar exceptions, including columns for Day of Week, Exception Date, Is Exception (checked), and work Hours available.  If exception changes to a workday, Is Workday column is checked, and Shifts also display.  If exception changes to a non-workday, Is PTO column is checked. Resource Calendar object is filterable by Calendar Entry Type (All, Calendar Exception, Day of Week), Day of Week, Exception Date Range, Is Workday, Is Exception, Is PTO, and power filter.
  • Process sends an email to RM, for resources assigned, that indicates the allocation percentage for each resource for the next 6 weeks.  Email has links to each resource so that allocation modifications can be made as required.
  • The process notifies resource who has been added to investment today and allocation is greater or equal to 100%. The process is on-demand and would require the user to have appropriate rights to run the process. Process should be scheduled as daily once job.
  • The Grant Resources Timesheet Edit Rights process will grant each resource timesheet edit instance rights to his or her own timesheets.  This process will not remove any existing timesheet edit instance rights.
  • The Time Tracking Stalker – Resource workflow process is used to notify resources that fail to submit a timesheet in a prior week. The workflow checks for active resources, hire/termination dates, track mode, and open for time entry. This process helps to ensure resources submit timesheets in a timely manner.  In version 13, the email can be enhanced to include colors, bold, underline, and other HTML formatting.
  • Are you on an older version of CA PPM?  Do you want to understand the value of the new features and functions in recent versions?  Have you seen the new UX and do you wonder when is the right time to move over?  This class is a demonstration of the new UX, new features in both classic and new UX, and the value of these features for customers.
  • 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).
  • 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.
  • 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.
  • 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.
  • 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 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 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 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.
  • 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 Hours and Cost by Vendor – Grid portlet displays vendor hour or costs by month grouped by vendor.  Using this portlet, management is provided with a quick overview of vendor costs or hours by month for a set of time without running a report or navigating to each resource individually. This portlet uses the monthly actual timeslices.  The user may filter by vendor, vendor ID, date, and hours/cost in addition to the start/finish and hours/cost. Once populated, the grid will display all vendors that currently have hours/cost for the selected time frame.
  • The Hours and Cost by Vendor - Graph portlet displays vendor hour or costs by month.  Using this portlet, management is provided with a graphical representation of vendor costs or hours by month for a set of time without running a report or navigating to each resource individually. This portlet uses the monthly actual timeslices.  Additionally, the user must select a date range and whether to display hours or costs. Once populated, the graph will display all vendors that currently have hours and cost for the selected date range.
  • The Time by Stage portlet displays time logged to each project task stage.  The portlet displays the project id, project name, task stage, and charge code for each different task stage on the project. This portlet provides management with a quick view of all project task stages by project without having to navigate into each project individually.
  • The Time by Stage and Timescale – Grid portlet displays hours for all tasks on projects by their stage for a user-defined time period. The user may narrow the results by time scale, resource OBS unit, and dates. The portlet not only provides the total hours per stage, but also the percentage of time spent on each task type. This portlet pulls data from the timeslices.  Using this portlet, management can determine if excess time is being spent on a certain task stage within a project.
  • The Time By Type - Pie Chart portlet is a graphical representation of time by type of investment for all resources the logged in user has security rights to view. This portlet pulls from the daily timeslices, and can be used for determining what types of projects receive the majority of hours.  The filter option allows for entry of a specific start date and finish date.
  • The Time By Type - Pie Chart portlet is a graphical representation of time by type of investment for all resources the logged in user has security rights to view. This portlet pulls from the daily timeslices, and can be used for determining what types of projects receive the majority of hours.  The filter option allows for entry of a specific start date and finish date.
  • The Time By Resource and Investment - PM portlet shows time spent on projects where the logged in user is the project manager.  This portlet is used to get a snapshot of investments and the time that has been put against them at the individual resource level for the projects that user has access to. This portlet is used for determining what resources have put time against specific investments and can be used to see where resources are spending their time or to help rationalize ETCs for remaining work for planning purposes. The portlet may be filtered by time-scale, date, resource or investment to narrow the search results.
  • The Time By Resource and Investment - PM portlet shows time spent on projects where the logged in user is the project manager.  This portlet is used to get a snapshot of investments and the time that has been put against them at the individual resource level for the projects that user has access to. This portlet is used for determining what resources have put time against specific investments and can be used to see where resources are spending their time or to help rationalize ETCs for remaining work for planning purposes. The portlet may be filtered by time-scale, date, resource or investment to narrow the search results.
  • This portlet displays the actual hours resources entered against investments. The per-period actual hours can be showed in days, weeks, months, quarters, or years. The data can be filtered by Resource, Resource Manager, OBS Unit, Investment and time period
  • This portlet displays the actual hours resources entered against investments. The per-period actual hours can be showed in days, weeks, months, quarters, or years. The data can be filtered by Resource, Resource Manager, OBS Unit, Investment and time period
  • The Time by Investment portlet displays time logged to investments for all investments the logged in user has security rights to view using data from timeslices. It is capable of displaying the data by annual, quarterly, monthly, weekly, and daily segments with totals per date also being presented. The portlet may can be filtered by investment, resource OBS, and time segments.  This portlet can be used as a management and governance tool to review aggregate hours posted to investments by time period.
  • The Time by Investment portlet displays time logged to investments for all investments the logged in user has security rights to view using data from timeslices. It is capable of displaying the data by annual, quarterly, monthly, weekly, and daily segments with totals per date also being presented. The portlet may can be filtered by investment, resource OBS, and time segments.  This portlet can be used as a management and governance tool to review aggregate hours posted to investments by time period.
  • The Time by Assignment portlet displays time logged to assignments for all investments the logged in user has security rights to view - pulling data from the timeslices. It is capable of displaying the data by weekly, monthly or quarterly segments. The portlet may also be filtered by investment and resource OBS.
  • 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 16.3 views. Doc reviews accessing and selecting timesheets, reviewing submitted timesheets, approving timesheets, approving multiple timesheets, returning timesheets and the timesheet grid.
  • 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 16.3 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else.
  • The Adjusted Timesheet Stalker process is designed to be run via a scheduled job. The end user will need to set up the job and can choose the frequency at which this job should be run. The process will search the system for timesheets with a status of ‘Adjusted’. An email is sent to the resource manager for any resources identified as having adjusted timesheets. The email will provide: • Name of resource • Time period The resource manager is advised that once the timesheet is resubmitted, they will need to approve it. A link to the timesheet itself is provided in the body of the email.
  • The Adjusted Timesheet Stalker process is designed to be run via a scheduled job. The end user will need to set up the job and can choose the frequency at which this job should be run. The process will search the system for timesheets with a status of ‘Adjusted’. An email is sent to the resource manager for any resources identified as having adjusted timesheets. The email will provide: • Name of resource • Time period The resource manager is advised that once the timesheet is resubmitted, they will need to approve it. A link to the timesheet itself is provided in the body of the email.  
  • 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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