- The timesheet has less than 40 hours.
- The timesheet has 40 or more hours.
- The resource’s availability is less than 8hrs/day.
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The Timesheet Approval - RM and PM process is an auto-start process that begins once the resource submits his or her timesheet. This process provides a checks-and-balances style to ensure that all resources entering time have entered the 40 hours. Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors: -
The Time Tracking Stalker – Resource workflow process is used to notify resources that fail to submit a timesheet in a prior week. The workflow checks for active resources, hire/termination dates, track mode, and open for time entry. This process helps to ensure resources submit timesheets in a timely manner. In version 13, the email can be enhanced to include colors, bold, underline, and other HTML formatting. -
The Grant Approve Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet approval and 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 approval and edit rights for any users if the proxy has been removed or the resource manager has changed. This process is used for resource managers that will be out of the office. -
Looking for more value in Open Workbench? Learn tricks to decrease the time you spend on project management, as well as best practices around plans, baselines, and dependencies. -
Are you starting a demand/portfolio management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers. -
Course Description: This session will walk you through a step-by-step approach to doing application rationalization within your organization. We will also review how to sell the benefits and processes within your organization. -
Course Description: Do you want to analyze the cost and utilization of Agile development resources? Do you struggle to integrate financial information with work execution information from Agile tools such as Rally Software®, Jira, or VersionOne? This session explores reporting and dashboarding approaches to provide technology leaders with KPIs and trends for Agile execution, along with views that relate Agile team activity with cost and delivery. -
Course Description: Do you want to understand the OOTB configuration and functionality of portfolio management? In this class, we will review the OOTB objects, views, and functions of portfolio management. -
Course Description: Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity PPM to seamlessly improve collaboration and team productivity. -
Course Description: Can your Clarity PPM support team become more efficient? This class will discuss how other users solve issues, discover solutions, and successfully use Clarity PPM. We will review industry best practices and how to support your user base with the optimal team. -
Would you like to get an overview of the fundamentals of Agile? This session will dispel the misconceptions of Agile and provide an understanding and definition of terms such as “bi-modal”, “Scrum”, “Kanban”, “weighted shortest job first” and “SAFe”. We will also talk about how Clarity fits into the Agile discussion and provide thoughts and practices on how PMOs are responding to this trending methodology. -
Agile metrics can be very different from traditional waterfall metrics. This session will walk through some of the key Agile metrics describing how and why they are used. Effective methods in reporting and sharing will also be covered.
