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.
  • 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.
  • 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.
  • Assignments by Task Over Time report display all assignments by task for all resources.  Information can be drilled down to yearly, quarterly or monthly level. This report helps in determining the tasks a user is assigned to or how many hours a user is assigned to a task. You can further narrow your search by OBS Type & Path, Project ID, Project Name, Task Name, Assignment Resource, Is project Active?, Is Template? And Month End date.
  • Project Time Summary report provides the project manager a single place to view Actual hours, Allocation hours, ETC hours and EAC hours for all filtered projects. It also displays Project ID, Project Name and Project Manager. User can further narrow their search by OBS Type & Path, Project Name, Project ID, Project Manager, Task Name, Project Status, Project Stage, Project Role, Is Active? and Is Template?.
  • Time by Stage and Timescale – Grid report displays hours for all tasks on projects by their stage for a user-defined time period. Information can be drilled down to Year, Quarter or Monthly level. Using this report, Management can determine if excess time is being spent on a certain task stage within a project You can further narrow your search by Month Start Date, OBS Type & Path, Is Project Active? And Is Template?
  • Time by Stage and Timescale – Graph report is a stacked column chart that displays hours for all tasks on projects by their stage for a user-defined time period. Using this report, Management can determine if excess time is being spent on a certain task stage within a project You can further narrow your search by Month Start Date, OBS Type & Path, Is Project Active? And Is Template?
  • 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 16.0.2 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 resource managers with the adjusting of timesheets.  This doc references version 16.0.3 views. Document provides guidance on how to use the Review & Approve tab to adjust time that has already been entered by a resource.
  • 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.
  • 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.
  • The Time Compliance report displays the timesheet compliance percent, the number of timesheets by status (open, submitted, returned, approved, and posted), and the total for each OBS unit, with the ability to filter and drill down.
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