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Learn how Apptio BI, an intuitive ad-hoc reporting solution, serves as a one-stop shop for custom data needs, saving time and energy for TBMAs. This hands-on session will guide you through setting up Apptio BI, discuss best practices for deployment, and demonstrate how it unifies the best aspects of ApptioOne and Cloudability for a holistic understanding of IT spend. Master the fundamentals of creating an Apptio BI dashboard and optimize your IT financial management experience. -
Calendar View report provides a view of Projects, Milestones or Tasks that has finish date within the user selected month. User has the flexibility to choose to Calendar view as Monthly or Weekly and also number of periods that needs to be displayed in the report. Report can be filtered to show only Projects or Milestones or Tasks with the checkboxes provided. It can also be further filtered using Project Manager and Project OBS parameters. -
This portlet shows the project costs by Month. The information displayed includes:- Start Date for project
- End Date for project
- Budgeted Cost
- Planned Cost
- Actual Hours
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The Over/Under Allocation by Resource report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Over/Under Allocation by Resource report displays resource remaining capacity amounts by resource. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs. -
There are many times user’s wants to see the preview of file uploaded on attachment attribute. This Technical Trick will illustrate the steps for an Administrator to preview an attachment. This solution will help to preview PDF, Text file and Image(.png) file. For Microsoft word, PowerPoint and Microsoft Excel, it displays an icon. -
Portlet to show the stage of any Action Item triggered by Timesheet submission. Portlet allows for a period start date input, filters by Resource, Approver, Action Item Status and Timesheet Status. A link to the action item is provided for direct action by review if needed. This portlet is only for the clients who have established a process that triggers on Timesheet Status change to Submitted and to send Action Items to the person responsible for timesheet approval/validation i.e. PM for project tracking and/or RM for overall approval of the timesheet. The portlet won’t display any data if there are no timesheet Action Items. Examples of such processes would be CA’s OOTB Project Manager Approval or the Timesheet Approval - PM and RM process found on RegoXchange. -
CA PPM allows you to create custom password rules using regex. This document lists expressions for a variety of password rule scenarios. Passwords with length limits default to between 6 and 20 characters. You can change this by editing the highlighted section of the expression. The number before the comma is the minimum password length, and the number after the comma is the maximum password length. -
This is a standalone process that can be run by an admin to change the ownership of MUX views from a specified user to another specified user. The process contains a single custom script, which has the following parameters that must be updated prior to running the process:- currentOwnerId (required): Resource ID for the current Owner (unique_name from srm_resources table)
- newOwnerId (required): Resource ID for the new Owner (unique_name from srm_resources table)
- viewCode (optional): Code for the specific view to update - leave blank if you want to transfer ownership for all views (odf_ui_views.code)
- Navigate to the process called Admin - MUX Views - Change Ownership.
- Navigate to the Start Step tab, Click on the Update Owner action, and click the Custom Script Parameters tab.
- Enter the Resource ID for the current view owner into the currentOwnerId parameter.
- Enter the Resource ID for the new owner into the newOwnerId parameter.
- If you want to update a specific view only, enter that in the viewCode parameter.
- Run the process via Organizer in Classic.
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The Project Storyboard report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Project Storyboard report shows key aspects of a project that is organized in separate frames. Each frame in the report displays project information such as project dates, project objective, the amount, and cost of resources that are planned and actual, key accomplishments, upcoming activities, current issues and risks, and the project progress toward goals. This report can be used to analyze the project earned value and track work performance to account for cost and schedule variances.

