Can I exclude projects I'm no longer working on from the New UX Staffing Portlet?


Article ID: 131479


Updated On:


Clarity PPM SaaS Clarity PPM On Premise


There are projects listed under my name in the New User Experience (UX) Clarity PPM Staffing portlet, for which my time is over. The project is listed as active, but I have no ETC, and the task and team tabs both have my involvement ending in 2018. Is there a way to remove projects like this from my list in the Resource to Investments portlet? 


Component: ODPRM


Currently, it's working as designed that these projects still show up under the list of projects in the Resource to Investments portlet.

You can filter out projects based on dates based on your Start Period set in Settings but the filter uses the Investment dates and not the Resource Availability/Allocation dates to determine which projects show up in the portlet. 

1. In the New UX, click on the drop down in the upper right hand corner next to your name and click on Settings 
2. Change the Start Period to a date that is more recent (example 4/29/2019 to exclude projects where the project end date is is prior to 4/29/19)
3. When you return to the portlet, it should filter out the investments where the end date is earlier then those dates.

Note: You can also use the telescope in the portlet to filter on specific time frames.

Additional Information

For steps on how to filter out inactive investments in the New UX, see: KB000126407