Clarity

  • 1.  IDEA Properties - Schedule is missing in 14.2

    Posted Apr 15, 2016 03:33 PM

    We moved to 14.2 out of box and the help mentions a Properties -> Schedule tab to turn on time entry, but ours shows the open for time entry under settings which requires Financial Edit rights and exposes the matrix.  Where did the schedule menu go?

     

     

    The help indicates the Schedule selection should still exist but ....

     

     

    Define Scheduling Information

    Use this procedure to define the idea start and finish dates, open the idea for time entry, and define its charge code.

    Follow these steps:

    1. Open Home, and from Demand Management, click Ideas
    2. Open an idea.
    3. Click the Properties tab and click Schedule. 
    4. In the Schedule section of the page, complete the following fields:
      Start Date
      Indicates the idea start date. When you convert the idea into an investment, the date is the investment start date.
      Finish Date
      Indicates the idea finish date. When you convert the idea into an investment, the date becomes the investment finish date.
      Set Planned Cost Dates
      Specifies if the planned cost dates are synchronized with the investment dates. Selecting the option for a detailed financial plan does not affect the planned cost dates.Default: Selected
    5. In the Tracking section of the page, complete the following fields:
      Time Entry
      Select the field to allow staff members to record the time they work on the idea on the timesheets.Important! Ensure that you select the Time Entry field to enable staff members to record work on ideas on the timesheets.Default: Selected
      Track Mode
      Indicates the method for the staff members to enter time for hours worked on the idea.Options:
      • Clarity. Staff members record time using timesheets.
      • None. Non-labor resources track actuals through transaction vouchers or through a scheduler, such as Open Workbench.
      • Other. Import actuals from a third-party application.
      Default: Clarity
      Charge Code
      Select a default charge code to use for all idea tasks. If you enter a different charge code at the task level on timesheets, the task-level charge codes override the idea-level charge code.
    6. Click Save and Return, or Submit for Approval.


  • 2.  Re: IDEA Properties - Schedule is missing in 14.2

    Broadcom Employee
    Posted May 13, 2016 09:21 PM

    It could be that you need to apply the out of the box view in Studio on the Administration side. The out of the box view will not apply over a view that had been changed previously unless you force it to.