RegoXchange
  • The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.  This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.
    Column Label Description
    OBS OBS the resource(s) belong to
    Resource Full Name Resource’s First and Last Name
    Resource ID Resource’s ID
    First Name Resource’s First Name
    Last Name Resource’s Last Name
    Date Last Logged In Date the Resource last logged in
    Date Last Time Investment Updated Date the Resource last made an Investment update
    Resource Active The Resource’s active status
    Employment Type Resource’s Employment Type
    Financial Location Resource’s Financial Location
    Email Resource’s Email Address
    Date Last Time Financial Plans Edited Date the Resource last made a Financial Plan edit
    Date of last entry on a Timesheet Date the Resource last made an entry on a timesheet
    Created Date Date the resource was added to the system
    Date of Hire Resource’s Date of Hire
    Date of Termination Resource’s Date of Termination
    Financial Department Resource’s Financial Department
    Home Page Resource’s Home Page
    Language Default Language of the Resource
    Primary role Resource’s Primary Role
    Resource manager Resource’s Manager
    Track Mode Resource’s Track Mode
    User Name Resource’s Username
  • This tech trick demonstrates how to use Microsoft Excel to map data to XOG files by using the Developer tab in Excel 2010+.  Using a standard XML XOG file as provided by CA the guide and walkthrough video shows off the power of Excel and the ease in which object instance values can be directly inserted into or updated in Clarity.
  • There’s an upgrade in your future. Do you want to understand the costs, durations, and lessons learned? We’ll review existing and upcoming releases, the pros and cons of moving to various versions, and upgrade strategies, so you can prepare your budget and plan.
  • Fiscal periods in DWH may need to be changed if we need to increase or decrease the number of periods for reporting.
  • This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan.
  • This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan.
  • This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan.
  • The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again.
  • The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again.
  • The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again.
  • The Unlock Projects workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days.  This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects.
  • The Unlock Projects workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days.  This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects.
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