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The Allocations and Assignments report displays resource assignments and allocations across multiple projects. This report will provide a single view of the assigned data for all assignments across multiple projects in-line with their allocations. The data is displayed by monthly periods. The horizontal and vertical sums provide a cumulative picture resource wise and month wise respectively. Filters provide the user the ability to monitor data across multiple projects. Filters include investment type, investment, resource, active/inactive resource or investment along with OBS type and OBS unit. If multiple projects are utilizing the same resource, the PM or RM can filter for assignments/allocations utilizing that specific resource to prevent over-allocations or under-allocations. -
This portlet shows resource allocation by percent and hours, and gives ability to filter on allocation percent. The RM can use the portlet to see if any of the resources is over/ under allocated. -
This portlet shows resource allocation by percent and hours, and gives ability to filter on allocation percent. The RM can use the portlet to see if any of the resources is over/ under allocated.
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This portlet shows resource allocation by percent and hours, and gives ability to filter on allocation percent. The RM can use the portlet to see if any of the resources is over/ under allocated.
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The Reset Admin Password technical trick provides the queries necessary to reset the administrator's password via the database. Passwords are forgotten, overwritten and misplaced often; using this technical trick, the support team will always have a back-up plan to gaining back access to the system. -
Are you overwhelmed by all the new reporting changes and options? This class will explore the various reporting tools available in Clarity and help you understand the best way to output your data. We will provide use cases and examples to assist you in developing a reporting strategy for your organization. -
A presentation slide deck from Rego University 2022. This course covered best practices for reporting data from Clarity.- Reporting Strategy Introduction
- Clarity Reporting Options
- Integrated BI Tools
- Best Practices
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A Quick Reference Guide to assist in replacing roles with named resources in Clarity’s Classic UI utilizing the Phoenix Theme UI. Reviews access the unfilled roles tab, using the resource finder, replacing the role, and using the booking confirmation portlet. -
This training document is a Rego Consulting Quick Reference Guide to assist with placeholder role replacement in Clarity’s Modern User Experience. The document reviews accessing and fulfilling requests. -
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 -
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
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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
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