Clarity

 View Only
  • 1.  Generate a monthly view of reported hours

    Posted Mar 06, 2024 04:47 PM

    Hello,

    I am Clarity user. Our company is using Clarity PPM for hours tracking. We do it on weekly base and our manager is approving the hours every week.

    Its there a possibility to get a monthly report of the hours, which I´ve entered on the tasks in Clarity?

    I simply need an extract (excel, csv, pdf, whatever) or at least a view for the monthly entered hours, so that I can make a screenshot for it?

    Background is, I need an approval once a month on the entire hours I´ve entered in system.

    But I can only see them in weekly view and need to click every week separately, collect all hours and make my own monthly report.

    Would be great, if you can help or support, how I can customize it or where I can do it? 
    I also have access to classic (old) Clarity view. Maybe its possible to get the required information out of there?

    Thanks in advance!



  • 2.  RE: Generate a monthly view of reported hours

    Broadcom Employee
    Posted Mar 07, 2024 04:26 AM

    You can use Timesheet Grid view in order to achieve the same. From the screenshot I dont see you have the access to the Timesheet grid and probably hidden by blueprint, please talk to your clarity admin in order to have access to Timesheet Grid page 



    ------------------------------
    Thanks & Regards
    Suman Pramanik
    Senior Principal Support Engineer | Agile Operations Division
    Broadcom Software
    ------------------------------



  • 3.  RE: Generate a monthly view of reported hours

    Posted Mar 12, 2024 05:01 AM

    If you have PMO accelerator installed, you can use the below:

    Team Member Task Summary Portlet

    Use this portlet to view resource assignments, ETC, pending actuals, and actuals for project tasks.

    This portlet is available with the PMO add-in but is not included on any pages. As a developer with administrative rights, use Studio to add this portlet.
    Standard or Add-in: PMO
    Portlet ID: cop.teamMemberOrganizer
    Category: Productivity
    Data Provider: Team Member Organizer
    Data Provider ID: cop.teamMemberOrganizer
    Data Provider Type: Query


    ------------------------------
    Regards
    NJ
    ------------------------------



  • 4.  RE: Generate a monthly view of reported hours

    Broadcom Employee
    Posted Mar 13, 2024 01:37 PM
    Edited by Kathryn Ellis Mar 13, 2024 01:46 PM

    Hello Dimitri.

    You can use the Staffing Workspace and go to the Staff tab where you see the grid.

    Configure the grid to show Monthly Actuals and filter for your name.

    You will see a row for each investment you are allocated and you can filter by the investment or other filtering. 

    Also, using the 'Assignments by Resource' tab, you can open the modal and see all the investment and tasks for that resource per period.