RegoXchange
  • The Grant Edit Skill and Calendar workflow process grants the ability for resources to edit both the skill and calendar sections for their record. This workflow simplifies the task or updating a resource’s calendar or skill set by the user to update any new skills or new time off requests he or she is planning.
  • The Grant Edit Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet edit rights for any users if the proxy has been removed or the resource manager has changed. This process would allow a resource manager to designate a subordinate the ability to enter time on other resources’ behalf while still going to the resource manager for approval.
  • The Grant Edit Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet edit rights for any users if the proxy has been removed or the resource manager has changed. This process would allow a resource manager to designate a subordinate the ability to enter time on other resources’ behalf while still going to the resource manager for approval.
  • The Grant Edit Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet edit rights for any users if the proxy has been removed or the resource manager has changed. This process would allow a resource manager to designate a subordinate the ability to enter time on other resources’ behalf while still going to the resource manager for approval.
  • The Grant Project Edit Rights workflow process allows a project manager to grant project edit rights to another user without contacting an administrator. The workflow uses the Out-of-the-box field for Business Owner. The script starts when the field is updated. It will assign project edit rights to whichever user is added to the Business Owner field.  This process can be modified to grant project edit rights to any user within a project field.
  • The Grant Project Edit Rights workflow process allows a project manager to grant project edit rights to another user without contacting an administrator. The workflow uses the Out-of-the-box field for Business Owner. The script starts when the field is updated. It will assign project edit rights to whichever user is added to the Business Owner field.  This process can be modified to grant project edit rights to any user within a project field.
  • The Grant Project Edit Rights workflow process allows a project manager to grant project edit rights to another user without contacting an administrator. The workflow uses the Out-of-the-box field for Business Owner. The script starts when the field is updated. It will assign project edit rights to whichever user is added to the Business Owner field.  This process can be modified to grant project edit rights to any user within a project field.
  • The Grant Resources Timesheet Edit Rights process will grant each resource timesheet edit instance rights to his or her own timesheets.  This process will not remove any existing timesheet edit instance rights.
  • The Grant Resources Timesheet Edit Rights process will grant each resource timesheet edit instance rights to his or her own timesheets.  This process will not remove any existing timesheet edit instance rights.
  • The Grant Resources Timesheet Edit Rights process will grant each resource timesheet edit instance rights to his or her own timesheets.  This process will not remove any existing timesheet edit instance rights.
  • The Give RM Calendar & Time Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Resource Manager Calendar Edit and Timesheet Edit rights for their resources. These rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
  • The Give RM Calendar & Time Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Resource Manager Calendar Edit and Timesheet Edit rights for their resources. These rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
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