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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. -
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 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
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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
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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). -
This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets. This doc references version 16.1 views. Document provides guidance on how to use the Review & Approve tab to adjust time that has already been entered by a resource. -
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 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. -
The Missing Time by OBS portlet displays all missing or late timesheets for resources staffed within a specific OBS. Resources will be included if they are open for time entry, have the track mode of ‘Clarity’ and have a timesheet that is not posted. The portlet accommodates for hire and termination dates. Also, the portlet only shows resources that the active user has the security rights to view. Administrators and the Project Management Office may use this portlet to determine the timesheet status of all resources within a specific OBS in open time periods. This portlet allows a user to quickly search by OBS and view all timesheets under that area. After selecting the OBS, the user can also filter on time period start date, Resource Manager and/or Project Manager. The portlet will display a ‘Stop Light’ indicator based on timesheet status, the status, period start, Resource Name, Resource Manager and any actual hours entered for the timesheet. -
The Investment Assignments by Task report provides a detailed breakdown of effort at the task-assignment level for each investment. It displays both actuals and estimates for resource assignments, along with task status, percent complete, and assignment start and finish dates. Totals are available at the investment level, making it easy to analyze workload, progress, and effort distribution across tasks and resources. -
This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets. This doc references version 16.1.2 views. Document provides guidance on how to use the Review & Approve tab to adjust time that has already been entered by a resource. -
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. -
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. -
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.
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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 16.0.3 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else. -
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 16.0.2 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else. -
This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets. This doc references version 16.0.2 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 video reviews the process of creating Timesheet Adjustments – making changes to a timesheet after it has been posted. -
Resource Availability – 4 Weeks displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. This report also displays Resource Primary Role and Employment Type. User can further narrow their search by Resource Name, Resource Type & Week Start Date. User can use exact dates or relative dates for Week Start Date filter parameters. -
The Timesheet Smoothing Process Workflow kicks-off when an individual timesheet is Submitted. It splits each transaction on the timesheet when total timesheet actuals exceed total weekly availability for the resource. Total weekly availability is determined by multiplying resource availability rate by the number of workdays in the week. Non-workdays include weekends, holidays, PTO, and other scheduled days off, as set on the resource calendar. If timesheet actuals <= total weekly availability, then the timesheet remains unchanged. But if timesheet actuals > total weekly availability, then the following occurs. Each timesheet transaction is reduced by a calculated percentage that will reduce the total regular hours to equal the total weekly availability. Then the remaining transaction hours are placed in a “Split” row for that task on that day, with an Input Type Code set based on a process parameter (which parameter can be set within the script action on the process). Note: If a single day has overtime hours, but the total timesheet actuals <= total weekly availability, no splitting occurs. -
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. -
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 Timesheet Approval - Auto process is an auto-start process that begins once the resource submits his or her timesheet. This process bypasses a Resource Manager approval and allows the user to post his or her timesheet. Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors:- The timesheet has less than 40 hours.
- The timesheet has 40 or more hours.
- The resource’s availability is less than 8hrs/day.
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