RegoXchange
  • The Grant RM Timesheet Edit Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Resource Manager Timesheet Edit rights for their resources. Timesheet Edit rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
  • The Grant RM Timesheet Edit Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Resource Manager Timesheet Edit rights for their resources. Timesheet Edit rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
  • The Grant RM Timesheet Edit Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Resource Manager Timesheet Edit rights for their resources. Timesheet Edit rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
  • The Open and Close Periods process closes the earliest open time period and opens the first closed time period after the latest open time period. This process may be used for a non-administrator to open and close time periods without having access to the administrative side. The process is executed through the job Execute Process. For example, our oldest time period is January 6, and our most recent is May 1, it would close out January 6, and open a time period for the week after May 1.
  • The PM Stalker – Submit Status Report workflow process will email any project manager that has not submitted a status report in the last two weeks. This process will ensure that all status reports are kept up-to-date and provide management with a reliable overview of the status on the project.
  • The PM Stalker – Submit Status Report workflow process will email any project manager that has not submitted a status report in the last two weeks. This process will ensure that all status reports are kept up-to-date and provide management with a reliable overview of the status on the project.
  • The PM Stalker – Submit Status Report workflow process will email any project manager that has not submitted a status report in the last two weeks. This process will ensure that all status reports are kept up-to-date and provide management with a reliable overview of the status on the project.
  • This process will update the following on Projects: • Risk/Issues/Changes • Task Assignments • Task Data • Project Team Resources • Project Data • NOTE: The ability to remove the right is with the admin only
  • The Scheduled Jobs Cleanup process removes all completed job instances that have run before a date set by the administrator. The administrator may use the gel parameter to update the amount of days since each job has run. Based on that date, the workflow will eliminate all jobs that have surpassed that threshold. This workflow helps administrators maintain the job logs and queue by eliminating jobs that users have potentially forgotten to remove on their own.
  • The Scheduled Jobs Cleanup process removes all completed job instances that have run before a date set by the administrator. The administrator may use the gel parameter to update the amount of days since each job has run. Based on that date, the workflow will eliminate all jobs that have surpassed that threshold. This workflow helps administrators maintain the job logs and queue by eliminating jobs that users have potentially forgotten to remove on their own.
  • The Scheduled Jobs Cleanup process removes all completed job instances that have run before a date set by the administrator. The administrator may use the gel parameter to update the amount of days since each job has run. Based on that date, the workflow will eliminate all jobs that have surpassed that threshold. This workflow helps administrators maintain the job logs and queue by eliminating jobs that users have potentially forgotten to remove on their own.
  • The Self Assign workflow process updates a selected resource field on an object based on someone checking a boolean field on the same object. Using this process, whomever is editing the object, will be placed in this field automatically eliminating the need for each user to come in and update the field manually. The field will run when the Boolean is ticked and the user saves the page. It is important to note that the page will need to be reloaded to see the changes reflected.  This can be used as a fast way to self-assign yourself to an object - you can create a boolean field that is checked and have the process assign you to that item.
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