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Course description: “How does my financial forecast and budget (project/program/portfolio) relate to the department/cost center budgets that finance prepares? Is there a better way to link the two together? This is a topic many organizations struggle with, and this session will review tools and processes that can help solve this problem.” -
Course Description: “Does your organization have an external BI tool like Cognos, Tableau, Domo, or Qlikview? This session will review strategies for getting data into your corporate BI tools.” Download file is the slide deck used during the presentation. -
This is workflow that allows you to copy documents from one item to another. This can be altered to move documents from any place they are stored to another. In this particular instance, the focus is on moving documents from one risk to another. When creating a risk that you want to copy from, utilize the attachments section of the page and the associated lookup. The lookup is filtered to only show those risks that already have documents associated with them. Upon clicking the save button, a process runs in the background to copy the requested documents from the requested risk to this newly created risk. -
The Populate Timesheets process converts task level ETC into time entered on the timesheet. The process relies on the resource “opting in” to the process by checking a new attribute called “Auto Populate Timesheet?”, as well as the project manager “opting in” at the project level via a new attribute called “Auto Populate Timesheet?” Once the resource opts in and the PM opts in, the process will create a timesheet for the resource, pulling in the ETCs for the tasks that week and moving them to the actual hours. Once the process runs, an email will be sent to the resource letting them know the hours have been applied. -
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 (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
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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.
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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. -
This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan. -
The process notifies resource who has been added to investment today and allocation is greater or equal to 100%. The process is on-demand and would require the user to have appropriate rights to run the process. Process should be scheduled as daily once job. -
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
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