1906 results
-
When a team member is added to the Team tab of the project, this process will add Project - View Management and Resource – Hard Book instance access right to the team member’s profile. This allows the team member to add their own allocations. NOTE: The process is NOT auto-start, and hence, needs to be run manually from Home > Organizer > Processes > Available -
This process pulls in the total hours tracked, by resource, by task, for a given project for the weekly time period that ended. The information is sent to the Project Manager listed on the project. This process can be scheduled via the Execute a Process job. -
The Pending Contractor Termination Stalker process sends email to Resource Manager if the Contractor(s) termination date is 3 weeks or less. This is an On Demand process in Clarity named Contractor Reminders and can be manually executed from the Organizer. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When Contractor Reminders process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The Progress when 100% and the Status is Completed an email would have arrived to the Resource Manager with subject: “Contractor(s) With Termination Date in 3 weeks or less”. This email will list the Contractors whose contracts will terminate on the identified date. -
The Pending Contractor Termination Stalker process sends email to Resource Manager if the Contractor(s) termination date is 3 weeks or less. This is an On Demand process in Clarity named Contractor Reminders and can be manually executed from the Organizer. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When Contractor Reminders process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The Progress when 100% and the Status is Completed an email would have arrived to the Resource Manager with subject: “Contractor(s) With Termination Date in 3 weeks or less”. This email will list the Contractors whose contracts will terminate on the identified date.
-
This notification process sends an email to the Manager of an investment (Project, Application, Idea, etc) when the resource assigned to the team has been hard booked. The process should be scheduled to run on a daily basis as the logic in it looks to all resources where their Booking Status has been changed from Soft to Hard on the day that the process is run. It compares the audit trail date change field to the system date. If the process is not scheduled to run daily no notification will occur on hardbookings from previous days. -
The Lock Inactive Users workflow process will automatically lock all user accounts when their last login date was more than 60 days ago. The process can be scheduled to run daily or can be run on demand when resource account cleanup is needed. -
When a task is marked as complete the process looks to any tasks that are dependent on the newly completed task. If a task is marked as “Not Started” and all of the dependency tasks are marked as complete then the process will change the task status to “Started” and email all resources that are assigned to the task that has started. The process notifies resources that a task is ready to start and saves the project manager the manual effort of updating dependent tasks. NOTE: The process relies on task dependencies and is most useful in those environments where task dependencies are managed. -
When a task is marked as complete the process looks to any tasks that are dependent on the newly completed task. If a task is marked as “Not Started” and all of the dependency tasks are marked as complete then the process will change the task status to “Started” and email all resources that are assigned to the task that has started. The process notifies resources that a task is ready to start and saves the project manager the manual effort of updating dependent tasks. NOTE: The process relies on task dependencies and is most useful in those environments where task dependencies are managed.
-
The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports. -
The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports.
-
Based on the pre-determined schedule frequency, this job will send an email to Resource Managers that have a Resource meeting the criteria of: Average allocations are less than 100% where Resource(s) and Project(s) are active over the next two weeks. This serves as a reminder to Resource Managers to monitor and manage allocations. The contents of the email include a message indicating the Resource Manager has at least one Resource meeting this criteria and a table indicating the Resource and that resource’s average, next 90 days allocations. -
Based on the pre-determined schedule frequency, this job will send an email to Resource Managers that have a Resource meeting the criteria of: Average allocations are less than 100% where Resource(s) and Project(s) are active over the next two weeks. This serves as a reminder to Resource Managers to monitor and manage allocations. The contents of the email include a message indicating the Resource Manager has at least one Resource meeting this criteria and a table indicating the Resource and that resource’s average, next 90 days allocations.
