| Column Label | Description |
| Timesheet Period Start | Range of time periods to display filtered by start date |
| Timesheet Period Finish | Range of time periods to display filtered by finish date |
| Resource | Resource(s) to display |
| Type | Note on a timesheet or time entry (task specific) |
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The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task. This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet. -
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 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. -
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.
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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). -
The My Resource Vacation portlet allows a resource to view the current logged in users' annual vacation allowance, as set by the resource manager, against the resource vacation calendar hours and actual posted timesheet hours. The portlet is useful for determining the amount of hours a resource has requested off and has remaining. The portlet also ensures the resource has accounted for all annual vacation allowance hours in the calendar and has posted time for all past calendar request hours. -
The My Resource Vacation portlet allows a resource to view the current logged in users' annual vacation allowance, as set by the resource manager, against the resource vacation calendar hours and actual posted timesheet hours. The portlet is useful for determining the amount of hours a resource has requested off and has remaining. The portlet also ensures the resource has accounted for all annual vacation allowance hours in the calendar and has posted time for all past calendar request hours.
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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 – 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.
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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 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.
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The Time by Stage and Timescale – Graph portlet displays a graphical representation of hours for all tasks, by stage, for a user-defined time period on projects. The user may filter the results on: Time Scale, Resource OBS Unit, and Date Range. This portlet pulls data from the timeslices. Using this portlet, management can determine if excess time is being spent on certain task stages within projects. -
The Time by Stage and Timescale – Graph portlet displays a graphical representation of hours for all tasks, by stage, for a user-defined time period on projects. The user may filter the results on: Time Scale, Resource OBS Unit, and Date Range. This portlet pulls data from the timeslices. Using this portlet, management can determine if excess time is being spent on certain task stages within projects.
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The Time by Stage and Timescale – Graph portlet displays a graphical representation of hours for all tasks, by stage, for a user-defined time period on projects. The user may filter the results on: Time Scale, Resource OBS Unit, and Date Range. This portlet pulls data from the timeslices. Using this portlet, management can determine if excess time is being spent on certain task stages within projects.
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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 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.
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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 Task portlet displays time logged to tasks 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, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS. -
The Time by Task portlet displays time logged to tasks 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, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.
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The Time by Task portlet displays time logged to tasks 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, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.
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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. -
The My Resources’ Time by Quarter and Type portlet displays all subordinate resources’ time by type for each quarter. The portlet is able to display either actuals or estimates for each resource. This portlet allows the resource manager to see how each of his or her resources’ time is utilized by project type. The user may filter on a specific date range (quarter) and resource OBS. -
The My Resources’ Time by Quarter and Type portlet displays all subordinate resources’ time by type for each quarter. The portlet is able to display either actuals or estimates for each resource. This portlet allows the resource manager to see how each of his or her resources’ time is utilized by project type. The user may filter on a specific date range (quarter) and resource OBS.
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The My Resources’ Time by Quarter and Type portlet displays all subordinate resources’ time by type for each quarter. The portlet is able to display either actuals or estimates for each resource. This portlet allows the resource manager to see how each of his or her resources’ time is utilized by project type. The user may filter on a specific date range (quarter) and resource OBS.
