-
This portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well as the number of timesheets that were completed and the percent complete. This can also be filtered by OBS so that a company can see timesheet compliance at the OBS level. -
This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI à Collaboration tab or via the New UX Documents module. Clicking on the File Name downloads the file, clicking on the Options gear allows users to export the list to Excel. -
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. -
** No Download - Do not Add to Cart ** KPIs and metrics have been around forever. With the prevalence of Agile integrations and an increased focus on business value, it is time for a reimagining of progress and success measurements in Clarity. In this webinar, Rego expert guides Alyson Poston and Wes McCoubrie will discuss the following: - Metrics you should monitor beyond the traditional Scope, Schedule, Cost and Effort. - Key Agile data you should incorporate into your metrics. - Today’s critical business metrics and key results (OKRs) to track. - What comes out-of-the-box with Clarity, and of those, which ones does Rego recommend you introduce into your organization. ** No Download ** follow this link to sign up to view the recorded webinar - http://info.regoconsulting.com/clarity-kpis-and-metrics-march-2021 -
Rego’s training video that walks through the Time Entry and Approval process for Clarity PPM – Modern User Experience. This video was created using Clarity PPM version 15.6. -
Projects may need additional tasks from pre-existing templates for ease of use. When adding the tasks to the project, select any part of the template needed for your project. In this Quick Reference Guide, a project has already been created. -
Fiscal periods in DWH may need to be changed if we need to increase or decrease the number of periods for reporting. -
So, you have the portlet xogged in, what now? This guide will show you how to create a page, add the portlet to the page, and add the page to the menu. This activity requires the appropriated admin rights to add content to CA PPM. -
The Concatenate Multi-Value Lookup into One Field for Display Purposes technical trick provides an overview of how to group or concatenate the various levels and values of a Multi-Value lookup into one field in both Oracle and SQL Server environments. This allows the lookup values to be more easily displayed in a portlet. The function concatenates the values together using a choice of delimiter, which then allows the multi-value lookup to be viewed as one portlet column, in the same manner as any other object attribute. -
Allocation Compliance for PM report gives a view of resource Allocation percentage for active resources on the team of an investment for a selected Investment Manager. It allows the PM to see resources on their project over the coming months and whether they are over or under allocated. Allocation Percentage is calculated as (‘Allocated Hours’ / ‘Available Hours’) * 100. User can further narrow their search Month Start Date and Investment Manager. User can use exact dates or relative dates for Month Start Date filter parameter. -
Course description: “Are some of your users leveraging a Smartsheet add-on for project planning, or are you looking for an alternative to OWB and MSP? Learn how this new scheduling tool is making waves and adding value for project managers working within CA PPM.” Download file is the presentation slidedeck. -
The process is built to clear the random timesheet locks that happens occasionally. There are three Processes and one lookup component and one job definition in the package.- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
- The Lookup PRLock Check (Timesheet) (Id: REGO_PRLOCK_CHECK) should be used to update the GEL parameters for the above process.
- PRLock (Timesheets) Record Removal All (ID: rego_prlk_rc_rmv_all) This deletes ALL prtimesheet locks.
- Rego Remove Timesheet Locks (ID: rego_rmv_ts_locks). This process is run as a job “PrLock Clear for Timesheet Locks” which performs the same functionality as the above two processes. The process and job definition are separate XOG files.
- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy