1906 results
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The Allocation Compliance Pie Chart portlet gives a view of active resources' allocation compliance within a date range and OBS displayed in a pie chart. It allows the user to the percentage of resources over, under, and adequately staffed on projects over a selected time period. This portlet leverages the daily allocation and daily availability slices as well as only active investments. The portlet provides filters for specific dates (required) and OBS. -
The Allocation Compliance Pie Chart portlet gives a view of active resources' allocation compliance within a date range and OBS displayed in a pie chart. It allows the user to the percentage of resources over, under, and adequately staffed on projects over a selected time period. This portlet leverages the daily allocation and daily availability slices as well as only active investments. The portlet provides filters for specific dates (required) and OBS.
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The Creating Dependent Lookups Based On Other Fields On The Same Page document provides the steps needed to allow a user to create lookups whose values are dependent on other fields on the same page. Having the ability to use a lookup field whose list of values change based on other fields values on the same page can help reduce the number of fields that might be required and provide more relevant options to the user based on other data selections. -
The Current Proxies portlet provides a user with an overview of all the resources in the system currently using a proxy. This portlet is helpful to determine a proxy if a user is currently out of the office. The portlet provides several pieces of information related to the resource including: resource names, proxy, start date, end date, days remaining, total days, and if the proxy is active. The user may filter by resource name, proxy name, proxy status (defaults to Yes), and start/end dates (defaults to the current date). -
The Current Proxies portlet provides a user with an overview of all the resources in the system currently using a proxy. This portlet is helpful to determine a proxy if a user is currently out of the office. The portlet provides several pieces of information related to the resource including: resource names, proxy, start date, end date, days remaining, total days, and if the proxy is active. The user may filter by resource name, proxy name, proxy status (defaults to Yes), and start/end dates (defaults to the current date).
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The Current Proxies portlet provides a user with an overview of all the resources in the system currently using a proxy. This portlet is helpful to determine a proxy if a user is currently out of the office. The portlet provides several pieces of information related to the resource including: resource names, proxy, start date, end date, days remaining, total days, and if the proxy is active. The user may filter by resource name, proxy name, proxy status (defaults to Yes), and start/end dates (defaults to the current date).
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The Custom Attributes in System portlet displays all of the custom attributes present in the system and the lookup (if applicable) associated with each. This portlet is useful finding a custom attribute on an object, auditing, or for documentation purposes. The user may narrow the results by object, data type, and last updated date. -
In many instances, having excess information stored within the database can cause poor performance or slowness when retrieving data. Administrators are always seeking out ways to clean and remove unused information. This technical trick on role removal provides the steps necessary to remove roles that would otherwise be unused and eliminating unwanted information. The Role Removal Technical Trick provides the information for the creation of the following tables and columns which are necessary to perform the role removal:- Role – mapping table
- Tables / Columns that need to be updated with Resource ID fields
- Tables / Columns that need to be updated with Role Code fields
- Tables that will need to be deleted
- PRTEAM table should be checked
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The Reset Admin Password technical trick provides the queries necessary to reset the administrator's password via the database. Passwords are forgotten, overwritten and misplaced often; using this technical trick, the support team will always have a back-up plan to gaining back access to the system. -
This document provides an overview of how hierarchical portlets can be exported to MS Excel. The code of a sample hierarchical portlet is explained. The included sample portlet shows a list of projects and the tasks under each project along with actual and assignment hours. The portlet can also be filtered by project and project manager. -
This document provides an overview of how hierarchical portlets can be exported to MS Excel. The code of a sample hierarchical portlet is explained. The included sample portlet shows a list of projects and the tasks under each project along with actual and assignment hours. The portlet can also be filtered by project and project manager.
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This Tech Trick allows the ability to link anywhere within the larity environment from a custom portlet link, even if it is not a standard OOTB link option. For example, you could link to a Departments page or directly to a timesheet even though these are not standard OOTB links to choose from when creating custom portlets. This trick works in Clarity versions 12, 13 , 14 and 15 for both SQL and Oracle environments.
