Work Categories

Work Types

Keyword

Technical Trick

Phoenix UI - Rego Modification

Version of the Phoenix UI with less padding and row-based attribute layout.
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Portlet

My Risks - Postgres

View all risks that are assigned to the user logged in.
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Portlet

Forecasted Utilization by Resource - Postgres

Portlet produces a Grid View of Resources using total Resource Allocation from each Project’s Team / Staff, per month; output is expressed as a %.
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Portlet

View Rate Matrix - Postgres

Displays the rates and its associated elements defined within a rate matrix.
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Portlet

Collaboration Documents on Projects - Postgres

This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI ? Collaboration tab or via the New UX Documents module.
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Portlet

Project Dependencies - Postgres

Used to help identify task and milestone exceptions based on their baseline.
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Portlet

Financial Summary by Cost Type - Graph - Postgres

This portlet gives the user a very clear assessment of their financial status beginning with current year and going forward.
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Portlet

Clarity Health - Postgres

Provides a simple view into the core jobs/engines to evaluate Clarity health.
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Portlet

PPM Data Dictionary Extractor - Postgres

The PPM Data Dictionary Extractor pulls schema and attribute information from each object in CA PPM and places it in a custom object.
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Portlet

Resource Financial Settings - Postgres

Displays financial settings across multiple resources.
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Workflow Job

Remove PM Auto Permissions - Postgres

A process to Remove PM Auto Permissions.
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Configurations & Apps

Project Estimation Module - Postgres

Estimation object, processes and portlets to define and report on resource estimation.
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Workflow Job

PM Stalker – Project Validations & Issues - Postgres

Emails all PMs who have projects that need updates or time validation.
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Workflow Job

Weekly PM Reminder - Postgres

Weekly email to a PM at the end of each week showing the items that the PM needs to do.
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Portlet

Ideas by Delivery - BT - Postgres

Shows a count of all ideas by type.
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Workflow Job

Remove Group Assignments - Postgres

Cleanup process to remove inactive users as Group members.
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Portlet

Projects by Business Sponsor - BT - Postgres

Horizontal Bar Graph that displays the total of projects for each Business Owner/Sponsor for select Parent Project Stage. Includes required filter: Project Parent Stage.
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Configurations & Apps

Adoption Metrics - Postgres

Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics.
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Portlet

Investment Rights by Investment Resource - Postgres

Displays resources with instance rights assigned to investments.
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Portlet

Program Costs - Postgres

Portlet that shows all cost plans from projects within the program.
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Portlet

Ideas by Sponsor - Postgres

Portlet that shows ideas by stage and is grouped by sponsor.
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Configurations & Apps

Project Allocation Uploader - Postgres

The purpose of the Excel Allocation Interface is to allow users to upload monthly resource allocations to projects and ideas in CA PPM.
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Configurations & Apps

Idea Allocations Uploader - Postgres

The idea allocation uploader allows you to import in allocations from an external Excel spreadsheet.
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Workflow Job

Move Role to Team Assignment - Postgres

The Move Role to Team/Assignment process takes the role from the resource object and pushes that information into the team and assignment objects when the role is NULL on the team and assignment objects.
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Workflow Job

Timesheet Split Process - Postgres

This process workflow with gel script forces billable hours on timesheet down to 40 hours, and sets overtime hours to non-billable.
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Portlet

Timesheet Compliance Summary - Postgres

Shows timesheet compliance information by OBS.
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Portlet

Allocation Compliance Pie Chart Drilldown - Postgres

The Drilldown displays resource data based on a specific selection from the pie chart.
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Portlet

Projects and Task Hierarchy - Postgres

Projects and Task Hierarchy Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule.
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Portlet

Timeslice Details - Postgres

The portlet provides a portlet based view of the timeslice settings.
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Portlet

Planned Benefit by Goal - BT - Postgres

This portlet shows planned benefits across the system, grouped by Goal.
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Portlet

Portfolio Hierarchy List - Postgres

This portlet displays the portfolios with hierarchy (child portfolios).
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Portlet

Timesheet Approval Status - Postgres

Portlet to show the stage of any Action Item triggered by Timesheet submission.
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Portlet

Actuals/ETC/Allocations per Resource - Postgres

The portlet displays posted time by project for the logged in user based on time period and date range.
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Configurations & Apps

Lessons Learned Add-on Module - Postgres

The Rego Lessons Learned module is designed as a Project Sub-Object used to capture lessons learned during execution and closure of a project.
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Workflow Job

RM Stalker - Resource Availability – 4 Weeks - Postgres

Process provides the RM with assigned resources availability percentage for the next four weeks.
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Portlet

OBS Utilization with Resource Details - Postgres

Portlet display Detailed Resource Actual Utilization of Availability by OBS Unit.
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Workflow Job

RM Stalker – Resource Allocation by Percent - Postgres

Process sends an email to RM, for resources assigned, that indicates the allocation percentage for each resource.
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Workflow Job

Timesheet Smoothing - Postgres

The Timesheet Smoothing Process Workflow kicks-off when an individual timesheet is Submitted. It splits each transaction on the timesheet when total timesheet actuals exceed total weekly availability for the resource.
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Portlet

Project Count by Stage - Pie - Postgres

This is a pie chart portlet which displays project count by stage.
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Workflow Job

Update Team, Assignment & Timesheet Roles with Primary Role - Postgres

This process updates the team, assignment, and timesheet roles with the primary role where they do not match.
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Portlet

Portfolio Investment Cost Plan Status- Postgres

Portlet to display investments with/without cost plan in a portfolio.
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Portlet

Budget - Average Percent Variance - Postgres

Bar Chart displays average percent variance for all active projects by OBS unit.
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Portlet

Schedule Variance Details - Postgres

This portlet shows the variance between the schedule finish and baseline finish for projects.
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Portlet

Project Budget vs Planned vs Actual by Month - Postgres

This portlet shows the project costs by Month and compares with budget and planned.
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Portlet

Budget Variance Details - Postgres

This portlet shows the variance between the budgeted cost and the planned cost for projects.
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Portlet

Resource Proficiency - Postgres

This grid displays Skill Proficiency and Interest Level by Resource.
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Portlet

Ideas by Business Unit - BT - Postgres

Bar chart portlet that displays count of ideas per business unit.
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Workflow Job

Portfolio Health Aggregate - Postgres

Process populates the three Portfolio Health Factors (on Metrics page) by aggregating the portfolio investment factors from the most recent Final project Status Report instances.
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Portlet

Resources with No Basic Matrix Entry - Postgres

Portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project.
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Portlet

Resource Availability – 4 Weeks - Postgres

Grid Portlet that displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks.
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Workflow Job

Assign Management Right to Team Members - Postgres

This process grants Project Management instance rights to all of the project team members within the program hierarchy.
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Portlet

Project Costs by Vendor - Postgres

Portlet to display the Project Spend to external vendors by Month.
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Portlet

Project Status and Costs - Postgres

Portlet to display the Overall Status and Budget Status and Amounts.
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Portlet

Projects within Baseline Finish – Pie w/ Drilldown - Postgres

Pie Chart displays projects by Baseline Finish Variance—is current project finish beyond baseline finish; or is current project finish on or before baseline finish. Segments drill down to details in grid.
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Workflow Job

Allocation Confirmation Notification - Postgres

Allocation Confirmation Notification process sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.
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Portlet

Project Count by Stage - BT - Postgres

This bar-chart portlet displays investments per stage.
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Portlet

Investment Analysis - BT - Postgres

This bubble-chart portlet displays investments per their alignment, status and total planned benefit.
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Portlet

Ideal List - BT - Postgres

Grid portlet displays idea details for all ideas (active and inactive) and all status conditions.
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Portlet

Planned Revenue - BT - Postgres

This portlet displays planned revenue as defined by a project’s goal.
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Portlet

Planned Savings - BT - Postgres

This portlet displays count of the the planned benefits (savings) per project manager.
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Portlet

Funnel Health - BT - Postgres

Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute.
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Portlet

Projects by Schedule Currency – Pie w/ Drilldown - Postgres

Projects by Schedule Currency Pie Chart Portlet displays counts of active projects with various Stale ratings. By clicking on pie slice, a drilldown grid portlet appears with listing of projects and their Stale Ratings.
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Portlet

Projects by Schedule Currency - Pie - Postgres

Projects by Schedule Currency Pie portlet displays counts of active projects with various Stale ratings.
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Portlet

Portfolio Planned Benefit by Objective - BT - Postgres

This pie chart portlet displays realized benefit, grouped by category for portfolio investments.
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Portlet

Portfolio Planned Benefit by Type - BT - Postgres

This pie chart portlet displays realized benefit, grouped by project type, for portfolio investments.
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Portlet

Realized Benefit by Location - BT - Postgres

This pie chart portlet displays realized benefit by project location.
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Portlet

Realized vs Planned Over Time - BT - Postgres

This line chart portlet displays realized vs planned benefits overtime.
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Portlet

Goals Analysis - BT - Postgres

Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments.
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Portlet

Resource Allocation by Percent - Postgres

This portlet shows resource allocation by percent and hours.
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Portlet

Project Change Request Count w/ Drilldown - Postgres

This is a pie chart portlet which displays Change Request Volume. Drilldown opens grid with details for clicked segment.
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Portlet

Project Count by Stage with Drilldown - Postgres

This is a pie chart portlet which displays count by stage. Drilldown opens grid portlet with details for section clicked.
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Portlet

Projects by Stage & Manager w/ Drilldown - Postgres

A horizontal bar chart displays one bar per manager (manager name on vertical axis) with project count on the horizontal.
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Portlet

Projects by Status Indicator - Pie - Postgres

Pie Chart displays counts of all projects by out-of-box Status Indicator attributes.
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Portlet

Projects by Status Indicator – Pie w/ Drilldown - Postgres

Projects by Status Indicator Pie Chart with Drill Down to a grid portlet with details.
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Workflow Job

Resource Over-Allocation Notification - Postgres

This process notifies the resource who has been over allocated and added to a project today.
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Portlet

Ideas by Priority - Postgres

Pie Chart displays total Ideas by Priority, filterable by Active / Inactive and by OBS structure.
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Portlet

Ideas by Department - Postgres

This is a pie-chart portlet displaying ideas by department.
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Portlet

Ideas by Stage - Postgres

This is a pie-chart portlet displaying ideas by stage.
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Workflow Job

Timesheet Cost Normalization Process - Postgres

This is an automation to adjust the cost in financials (WIP) based on standard weekly hours.
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Portlet

Incident (Trending) Volume Over Time - Postgres

Display Resource Actual Utilization of Availability by OBS Unit.
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Workflow Job

Action Items Overdue Stalker - Postgres

Process that sends an email for overdue Action Items.
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Portlet

Entertaining Communications Portlet - Postgres

A long time ago, in a CA PPM instance far, far way….people still needed to get the news.
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Portlet

Investment Resource Rates - Postgres

Query Investments and Resources for Effective Hourly Rates.
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Portlet

Task At-A-Glance Note Dashboard - Postgres

Display project task information in an easy to read Sticky-Note interface.
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Workflow Job

PM Time Notification Process - Postgres

Weekly summary sent to PM of all resources and time tracked to their project.
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Portlet

Timesheets by Resource - Postgres

The purpose is to highlight the time periods where resources are working overtime or working less than 25 hours a week. The thresholds can of course be modified.
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Workflow Job

Pending Contractor Termination Stalker - Postgres

The Pending Contractor Termination Stalker process email to RM the Contractor(s) with termination date within 3 weeks.
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Portlet

Global Action Items - Postgres

The portlet shows Global Action Items in the instance.
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Workflow Job

PM – Notification of Hard Booked Resources - Postgres

Workflow process to notify a Project Manager when a resource is hard booked on their investment(s).
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Workflow Job

Process to Reschedule Projects - Postgres

Process to shift Allocations using a new Project or Idea Start Date.
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Workflow Job

Lock Inactive Users - Postgres

Process that locks all user accounts that have not logged into Clarity in 60 days.
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Portlet

Timesheet Compliance Portlet Suite - Postgres

Custom Object, Process & Portlets that track Timesheet Submission & Approval Compliance.
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Workflow Job

Task Complete ~ Update the Next Person to Start - Postgres

When a task is marked as complete the process looks to any tasks that are dependent on the newly completed task and emails the next resource that a task is ready to start.
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Portlet

OBS Utilization - Postgres

Display Resource Actual Utilization of Availability by OBS Unit.
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Portlet

Team Skills - Postgres

Displays Skill Proficiency & Interest Level filterable by Resource.
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Workflow Job

Deactivate User - Postgres

This is a process to lock any users that have not logged in within the last 90 days.
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Workflow Job

Project Compliance Stalker - PM - Postgres

A process that runs at set interval to email PM about project compliance issues.
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Portlet

Program Dashboard: Sub Project Action Items - Postgres

This portlet displays Action Items of Sub Projects in the Program Dashboard.
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Portlet

Capacity Planning by Role and Application - Postgres

This portlet allows users to compare Availability and Allocation for Roles by Application.
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Portlet

Timesheet Audit - Postgres

Gives the ability to audit timesheet details at the resource, project, and task level for a given timeframe.
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