A process creating a new Cost Plan.
Cost Plan properties:
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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. -
The Project Close Process workflow process aides the Project Manager in some routine close out tasks that accompany every project. Marking the project inactive starts the process and it will continue down one of two paths:- Once the project is inactive, the process will then check to see if there is no remaining estimate to complete (ETC) still on the project. If there is ETC leftover, then the process will go into a waiting state for 14 days to allow the project manager to cleanup or to cancel the process if it was done in error. After 14 days, the process will check to see if the project is active. If the project is active, then the process will end. However, if the project is still inactive, the process will continue with the closeout activities even if there is ETC still on the project.
- If the project is marked inactive after the initial 14 days of waiting if applicable, then the process will immediately move to the closeout activities.
- Turning off time entry for the project, tasks and project members
- Updates the ETC, proposed ETC, and pending estimates to 0
- Updates the task status and assignment status to Completed
- Sets the task, assignment and project finish dates to today’s date only if the finish dates are after the process run date
- Sets all Risks and Issues to Closed with a resolution of “## This was closed automatically as part of the project close process ##”
- Set future hard allocation and allocation finish dates to today when the date is after today’s date
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The Open and Close Periods process closes the earliest open time period and opens the first closed time period after the latest open time period. This process may be used for a non-administrator to open and close time periods without having access to the administrative side. The process is executed through the job Execute Process. For example, our oldest time period is January 6, and our most recent is May 1, it would close out January 6, and open a time period for the week after May 1. -
Are you ready to take your GEL scripting skills to the next level? This class will teach you how to leverage Java within GEL, manipulate or produce flat files, and handle errors effectively. -
Course Description: Have you ever thought of using Clarity PPM for surveys or quality audits? Would you like to create dashboards with metrics from surveys, lessons learned, project audits, and quality? In this class, we will review a customer use case where all of this was done in Clarity PPM—linking to SharePoint to capture survey results, then producing dashboards inside of PPM and SharePoint based on very specific metrics. -
Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity in a more seamless way to improve collaboration and team productivity. -
View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time. -
The Timesheet Audit portlet displays timesheet information in order to perform an audit. The only required data needed to search the portlet is start and finish date. Additionally, you may narrow the results by filtering by resource, resource ID, OBS Unit, resource manager, timesheet status, project, and task. The portlet provides reporting on the following:- Resource
- Resource ID
- Email Icon of Resource (So the reviewer can quickly email the Resource)
- Resource is Active
- Resource Open for Time
- Time Period (Start and Finish Dates)
- Timesheet Status
- Is Adjustment (If the timesheet is adjusted)
- Timesheet Modified Date
- Timesheet Posted Date
- Timesheet Submitted By
- Timesheet Approved By
- Project
- Task
- Proposed ETC Hours
- Pending Actual Hours
- Total Actual Hours
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Do you want to add REST interfaces to your Clarity instance? We’ll walk you through specific custom interface examples in GEL and showcase Rego’s Data Processor REST capabilities you can leverage to reduce the time and cost of implementation. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience. This doc references version 16.1 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience. This doc references version 16.1 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports.
