RegoXchange
  • This can be used to remove all participants and their corresponding security permissions. NOTE: The ability to remove the right is with the admin only.
  • This can be used to remove all automatic permissions (Project Manager Auto) granted to users as a result of becoming a project manager. NOTE: The ability to remove the right is with the admin only.
  • This can be used to remove all automatic permissions (Project Manager Auto) granted to users as a result of becoming a project manager. NOTE: The ability to remove the right is with the admin only.
  • This can be used to remove all automatic permissions (Project Manager Auto) granted to users as a result of becoming a project manager. NOTE: The ability to remove the right is with the admin only.
  • This can be used to remove all automatic permissions (Resource Manager Auto) granted to users as a result of becoming a resource manager. NOTE: The ability to remove the right is with the admin only
  • This can be used to remove all automatic permissions (Resource Manager Auto) granted to users as a result of becoming a resource manager. NOTE: The ability to remove the right is with the admin only
  • “PM Stalker – Project Validations & Issues” executes various queries against the Clarity database and sends an email to all PMs who have one or more projects with any of the following conditions:
    • Resources have booked time in the past week (validation needed)
    • Inactive Resources with ETCs still on the project
    • Tasks past their Finish Date but not completed
    • Task Role Assignments in the past
    This notification will assist PMs to maintain their projects and keep them current.
  • “PM Stalker – Project Validations & Issues” executes various queries against the Clarity database and sends an email to all PMs who have one or more projects with any of the following conditions:
    • Resources have booked time in the past week (validation needed)
    • Inactive Resources with ETCs still on the project
    • Tasks past their Finish Date but not completed
    • Task Role Assignments in the past
    This notification will assist PMs to maintain their projects and keep them current.
  • A process that removes all the group assignments for inactive users after execution of process. The following are removed for all inactive users:
    • Group assignments
    • Instance rights
    • Global rights
    Note: It will not remove the instance rights which are generated automatically (like Project – Manager (Auto), Resource Manager(Auto) etc).
  • 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.
  • 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.
  • 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.
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