Available for free in theBasiX: Oracle | Postgres | SQL server
It provides valuable insights to organizations who do not currently have an interface with their authentication systems, but can also provide benefits to organizations that already do.
For example, if there is no authentication integration set up, this portlet will let you know if there are resources who do not have a resource manager assigned, and will also indicate when an assigned resource manager has been deactivated in the system.
When either of these warnings are flagged, you should make sure you confirm who is the applicable resource manager for the resource and ensure their record is updated. There is also a flag to indicate when a resource does not have a Booking Manager listed. If your company is using Requisitions (in Classic) then you must have a Booking Manager in order for the requisitions to be assigned to the correct manager. So, if you are using requisitions and you notice this field is blank, make sure you update as soon as possible.
This portlet will also show resources that have been deactivated, but do not have a termination date set on their resource record. Many Clarity administrators do not realize that setting a termination date on a resource record will ensure that you cannot add allocations for the resource after this date. The system actually has in-built functionality which will prevent you from allocating work to resources that are no longer employed. This portlet will help ensure you do not waste time by incorrectly allocating work and that projects are correctly staffed with current resources.
This portlet will also alert you when a resource is inactive but still open for time entry. Which is useful, particularly when you have team members lodging time on behalf of other resources. It helps to ensure the quality of timesheet data.
In terms of financials, the portlet will also highlight when a resource is not financially enabled. This may not always be an issue, particularly when a company is still growing their financial management capabilities. However, if your organization is posting timesheets and using the Clarity rate matrix to calculate labor costs, then a quick check of this data will help to prevent many invalid transactions.
The Active Mismatch column will show you when there is a discrepancy between the active setting under the Administration > Resources menu item and the active flag under Home > Resources. Now, this is not always an issue, as there may be times when a resource needs to be visible in drop down lists, but does not actually need to log into the system. But, most resources would usually be required to be active in both the Home and Administration menus.
The Old Login Date field will evaluate the value that you entered into the ‘Days’ filter attribute and count back from the current date. If the last login date for any user is prior to this calculated date, then this resource will be flagged. This can help you identify individuals who have not been using Clarity regularly.
The No OBS (Organizational Breakdown Structure) flag simply tells you when the resource does not have an OBS (Department/Team) added to their resource record. A lack of OBS data against resource records can cause all sorts of issues when it comes to resource allocations and capacity planning, so if this flag is triggered, it is best to fix the issue right away.
This content is available for Oracle, Postgres and SQL Server.