RegoXchange
  • The Late Milestones portlet displays all action items related to active projects that the logged in user has view rights to.  The milestones displayed are those that are not closed but are past their finish date or past their baseline finish date.  The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. This portlet provides a single consolidated view of late milestones based on the current project baseline, and the age of the milestone. The portlet will display the Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (calculated from baseline dates), and Days Old (calculated from today’s date).
  • The Late Milestones portlet displays all action items related to active projects that the logged in user has view rights to.  The milestones displayed are those that are not closed but are past their finish date or past their baseline finish date.  The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. This portlet provides a single consolidated view of late milestones based on the current project baseline, and the age of the milestone. The portlet will display the Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (calculated from baseline dates), and Days Old (calculated from today’s date).
  • The Last Logged In portlet provides the administrator with an overview of all users within the system and the last time he or she logged into Clarity. Using this portlet, administrators can quickly cleanup any inactive users or provide a list of users to managers that are not logging into the system. The portlet provides several pieces of information related to the resource as well as a “Days Since Last Login” with a status indicator. The administrator may filter on resource/id, OBS, user status, resource manager, or last logged in date to narrow down the results.
  • The Incident Notes portlet displays all of the notes that have been entered against Incidents in a single view.   This allows users to more efficiently look at the notes, regardless of security rights, without having to enter each incident individually to view them.
  • The Inactive Resource Data Cleanup portlet displays information for inactive resources that still have pending items on active objects:
    • Inactive User is the Project Manager
    • Inactive User is the Idea Manager
    • Inactive User is the Resource Manager
    • Tasks assigned to the user
    • Action items assigned to the user
    • Risks assigned to the user
    • Issues assigned to the user
    • Change requests assigned to the user
    • Incidents assigned to the user
  • The Inactive Resource Data Cleanup portlet displays information for inactive resources that still have pending items on active objects:
    • Inactive User is the Project Manager
    • Inactive User is the Idea Manager
    • Inactive User is the Resource Manager
    • Tasks assigned to the user
    • Action items assigned to the user
    • Risks assigned to the user
    • Issues assigned to the user
    • Change requests assigned to the user
    • Incidents assigned to the user
  • The Resource Data Issues portlet is used to identify data exceptions related to resource setup.  This portlet helps to identify where resources are missing key data or are possibly sitting in an exception state.  This view will show resources that have one or many exceptions, including inactive resources. There is no security built into this portlet - all resources will show.  The only required field in the filter is Days, which is the number of days since the user last logged in. The user may also narrow the results by resource, OBS, or project type.
  • The Project Data Issues portlet is used to identify data exceptions related to project setup.  This portlet helps to identify where projects are missing key data or are possibly sitting in an exception state.  This view will show projects that have one or many exceptions, including inactive projects. The user may also narrow the results by project, OBS, or project type.
  • The Project Data Issues portlet is used to identify data exceptions related to project setup.  This portlet helps to identify where projects are missing key data or are possibly sitting in an exception state.  This view will show projects that have one or many exceptions, including inactive projects. The user may also narrow the results by project, OBS, or project type.
  • The Custom Portlet Configs portlet will display all portlets where the user has modified any settings like the filter or list views. This portlet is helpful for troubleshooting and to determine which users may be affected during an upgrade. The portlet may be filtered by several criteria and displays the resource name, ID, OBS path, portlet, and portlet ID.
  • The Custom Portlet Configs portlet will display all portlets where the user has modified any settings like the filter or list views. This portlet is helpful for troubleshooting and to determine which users may be affected during an upgrade. The portlet may be filtered by several criteria and displays the resource name, ID, OBS path, portlet, and portlet ID.
  • The Custom License Count Detail portlet displays the license type information for all users within Clarity as well as last login date for clean-up. This portlet can be modified by adjusting the query to exclude certain rights within manager licenses based on negotiated license types with CA.  For example, if CA allows creation of a sub-object to Incident to be included in a Team Member license, this portlet can be used to reflect the true license counts vs. the standard CA license counts.
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