RegoXchange
  • 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 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 Resources Demand Summary portlet displays the total Estimate to Complete (ETC’s) for Resources. The portlet displays the total per time scale value selected per resource and a grand total of all ETC’s for the selected time period. Filtering capabilities allow the user to filter by an individual resource, resource manager, time scale values, dates, and OBS. The portlet provides a Resource Manager with a single location to view ETC’s by Resource.
  • The Resources Demand Summary portlet displays the total Estimate to Complete (ETC’s) for Resources. The portlet displays the total per time scale value selected per resource and a grand total of all ETC’s for the selected time period. Filtering capabilities allow the user to filter by an individual resource, resource manager, time scale values, dates, and OBS. The portlet provides a Resource Manager with a single location to view ETC’s by Resource.
  • The Resources Demand Summary portlet displays the total Estimate to Complete (ETC’s) for Resources. The portlet displays the total per time scale value selected per resource and a grand total of all ETC’s for the selected time period. Filtering capabilities allow the user to filter by an individual resource, resource manager, time scale values, dates, and OBS. The portlet provides a Resource Manager with a single location to view ETC’s by Resource.
  • Resource Financial Settings portlet provides resource managers a single place to view financial settings of various resources. It is a grid portlet that displays Resource details such as Name, Email, Manager, Employment Type, Is Active?, Is Open for Time?, Resource Class, Transaction Class and Department. You can further narrow your search by Resource(s), Active, Open for Time, Employment Type, Resource Class, Transaction class and Department.
  • Resource Financial Settings portlet provides resource managers a single place to view financial settings of various resources. It is a grid portlet that displays Resource details such as Name, Email, Manager, Employment Type, Is Active?, Is Open for Time?, Resource Class, Transaction Class and Department. You can further narrow your search by Resource(s), Active, Open for Time, Employment Type, Resource Class, Transaction class and Department.
  • Resource Financial Settings portlet provides resource managers a single place to view financial settings of various resources. It is a grid portlet that displays Resource details such as Name, Email, Manager, Employment Type, Is Active?, Is Open for Time?, Resource Class, Transaction Class and Department. You can further narrow your search by Resource(s), Active, Open for Time, Employment Type, Resource Class, Transaction class and Department.
  • The Resource Lookups in a Group technical trick provides step-by-step instructions on creating a resource lookup based on members of a particular security group. For some fields, you want to narrow the amount of resources that the resource browse window supplies. By adding the selected users to a specific security group, the administrator may only display those resources in a resource browse window on the application side.
  • The Resource Management training document provides an in-depth guide to resource management. This presentation is designed to provide resource managers with an overview to managing time, inputting users and roles, adjust allocations, availability and more within Clarity’s resource management module. This guide provides step-by-step instructions as well as detailed screenshots to ensure that the learning curve for your resource managers is minimal.
  • Are you starting a resource management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
  • Are you starting a resource management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
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