RegoXchange
  • The Revenue Forecast portlet displays projected revenue at a project level broken out by month.  This portlet assists in viewing all project revenue data at once and making it easily exportable.   The table below describes the available filter fields in the portlet.  
    Column Label Description
    OBS OBS to filter projects with
    Status Status of the project
    Closure Probability ?
    Months Month(s) of Project Revenue to display
  • The Revenue Forecast portlet displays projected revenue at a project level broken out by month.  This portlet assists in viewing all project revenue data at once and making it easily exportable.   The table below describes the available filter fields in the portlet.  
    Column Label Description
    OBS OBS to filter projects with
    Status Status of the project
    Closure Probability ?
    Months Month(s) of Project Revenue to display
  • The Revenue Forecast portlet displays projected revenue at a project level broken out by month.  This portlet assists in viewing all project revenue data at once and making it easily exportable.   The table below describes the available filter fields in the portlet.  
    Column Label Description
    OBS OBS to filter projects with
    Status Status of the project
    Closure Probability ?
    Months Month(s) of Project Revenue to display
  • The tech-trick shows how to retrieve logged in User related values (ex: skill set) in timesheet.
  • Take a deep dive into Clarity's REST APIs. You will learn different ways to explore Clarity's API's using the REST API explorer, Postman, and Chrome's Developer Tools. We will cover HTTP methods, status codes, Clarity-specific headers, and creating and parsing JSON.
  • The Resources’ Skills portlet displays all resources, skills, proficiencies, and interests. Using this portlet, resource managers can quickly assess all skills within the system for their resources.  The portlet results may be filtered on: Skill, Resource Last Name, Interest and Proficiency.
  • The Resources’ Skills portlet displays all resources, skills, proficiencies, and interests. Using this portlet, resource managers can quickly assess all skills within the system for their resources.  The portlet results may be filtered on: Skill, Resource Last Name, Interest and Proficiency.
  • The Resources’ Skills portlet displays all resources, skills, proficiencies, and interests. Using this portlet, resource managers can quickly assess all skills within the system for their resources.  The portlet results may be filtered on: Skill, Resource Last Name, Interest and Proficiency.
  • This beginner-friendly course will begin exploring project management related themes and how they translate to Clarity. We'll discuss resources and calendars that demonstrate resource availability, and project teams which represent demand against your resources.
  • “Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project.  Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work?  The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria.  This portlet checks that table, and sets the Missing Rate attribu
  • “Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project.  Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work?  The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria.  This portlet checks that table, and sets the Missing Rate attribu
  • “Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project.  Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work?  The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria.  This portlet checks that table, and sets the Missing Rate attribu
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