---
title: Clarity PPM | Forrester Agile Report, 2016
description: In today's Q&A, we'll guide you through a few Clarity PPM (CA PPM) tasks, like how to create a back up timesheet approver for every Resource Manager.
image: https://blog.regoconsulting.com/hubfs/Free_Forrester.jpg
---

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# Clarity PPM | Forrester Agile Report, 2016

In today's Q&A, we'll guide you through a few Clarity PPM (CA PPM) tasks you've asked about, like how to create a **backup timesheet approver** for every Resource Manager.

We also have the [2016 Forrester Agile Report: ***Strategic Portfolio Management is Agile***](http://regoconsulting.com/forrester-agile-report/?linkedin-nov4-free-forrester-agile-report)—[*valued at $500*](http://regoconsulting.com/forrester-agile-report/?linkedin-nov4-free-forrester-agile-report)—[*free for download at this link.*](http://regoconsulting.com/forrester-agile-report/?linkedin-nov4-free-forrester-agile-report)

Other releases from the regoXchange [Countdown to CA World 2016,](http://regoconsulting.com/countdown-ca-world/?linkedin-nov4-free-forrester-agile-report) include the deck for a **Time Entry and Approval **Course and free QRCs (quick reference cards) covering the **Resource Profile **Overview,** Mobile Time **Approval, Using the** Resource Finder,** and Updating the** Resource Calendar.**

Several additional free trainings and events, like a [half-day of Jaspersoft training ](http://regoconsulting.com/free-pm-and-jaspersoft-training/?linkedin-nov4-free-forrester-agile-report)and [RegoUniversity technical, functional, and governance classes for Clarity PPM,](http://regouniversity.com/?linkedin-nov4-free-forrester-agile-report) are available at the bottom of this Q&A.  

## Q&A Preview 

1. How do you **modify a query-based lookup** in the 14.4 environment? 

2. Is there a creative way to **export portlet data to XML**?

3. How can we make a **backup Timesheet Approver**?

4. Can I get some **documentation on the MSP connector** procedure for an upgrade?

5. What's the trick for removing the **Submit for Approval Button**?

Please *feel free to comment on any alternative answers* you've found within the [original CA Community posting here. ](http://communities.ca.com/docs/DOC-231171371)

We love your input (always).

> **1. Why can't I modify my new dynamic query lookup in our 14.4 environment? **

Starting in 14.3, once a lookup is associated to something, the query can’t be modified. You'll need to XOG it out, make the change, and XOG it back in.   

> **2. Does anyone have a creative solution to export portlet data to an XML file?**    

Various tips . . . 

> Use WSDL to get data in XML format.

> The export of data from a portlet in Excel can be saved as XML.

> Javascript bookmarks will export the data to XML. This one is really cool. No development required.   

> **3. We want a backup resource for every Resource Manager. When the resource submits the timesheet, it should send the action item to both the backup and RM. I know we can create an “admin” resource and use that. But we'd like a different resource for each RM. In the timesheet process, it won’t allow me to select this custom field. **

Add the resource as a linked object to the Timesheet object on the process:

![](https://blog.regoconsulting.com/hubfs/Imported_Blog_Media/AAEAAQAAAAAAAAksAAAAJDczODY0YTA5LTNhOTctNGI4ZS1hN2RiLWE0NzcxNGMwNzAzMQ.png)

Then, when selecting the Assignees for the action item, select the Resource object under Resource Fields:

![](https://blog.regoconsulting.com/hubfs/Imported_Blog_Media/AAEAAQAAAAAAAAiHAAAAJDk1MDY0YzQ1LWViZDEtNDM0NC1hYzA5LWI3ZGRhNGYwMjAzNA.png)

You’ll then be able to pick a custom field you created on the Resource object to store the additional Timesheet Approver:

![](https://blog.regoconsulting.com/hubfs/Imported_Blog_Media/AAEAAQAAAAAAAAeiAAAAJGYxNmE1ZmZlLWMwMzMtNDUwMy05OWMxLWJlMzQ5OGFjNDU0Yg.png)

> **4. Has anyone created or seen any documentation on how to uninstall and reinstall the MSP connector during an upgrade?**   

[This thread covers the topic.](http://communities.ca.com/thread/241735106)

It's not necessary to do a clean uninstall. Try to install the new connector on top of the old one. If you run into any problem, the clean uninstall steps are [*attached to the original version of this article in the CA Community:* **Clarity** **14.x - Steps for Reinstalling the MSP Connector.DOC. **](http://communities.ca.com/docs/DOC-231171371)

(This document is generic to 14.x and points out when the legacy connector should be used.)

> **5. Can the “Submit for Approval” button be removed using UI Themes?**   

The code is as follows, and a great guide to finding the code is [*attached to the original version of this article in the CA Community:* **Removing\_Buttons\_guide\_v1\_1.docx.**   ](http://communities.ca.com/docs/DOC-231171371)

```
/* hides submit for approval */
button[onclick*="submitForm('page','pma.ideaPropertiesSubmitForApproval','odf_name=idea'"]{
  display:none;
}‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍‍ 
```

## **THANK YOU**

A special thanks to [Mike Gillespie](http://www.linkedin.com/in/migillespie), [Atul Kunkulol](http://ca.linkedin.com/in/atulkunkulol), [Rob Greca](http://www.linkedin.com/in/robert-greca-252b0b3), [Vipin Chouhan](http://in.linkedin.com/in/vipinchouhan), [Chris Shaffer](http://www.linkedin.com/in/clshaffer), [Joshua Leone](http://www.linkedin.com/in/joshua-leone-a5b33b14), [Jenn Rinella](http://www.linkedin.com/in/rinellajenn), [Richard Shapiro](http://www.linkedin.com/in/richardbshapiro), [Daniel Greer](http://www.linkedin.com/in/danielgreer4rego), [James Gille](http://www.linkedin.com/in/james-gille-4897a6a), [Virgina DeCeglia ](http://www.linkedin.com/in/virginiadeceglia)and the Rego Team for this Q/A material.

### **Let Rego Be Your Guide**

Rego offers [free health assessments](https://regoconsulting.com/clarity-ppm/#health), [webinars,](https://regoconsulting.com/events-ca-ppm/) and [half-day training classes for Clarity PPM](https://regoconsulting.com/free-pm-and-jaspersoft-training/) on Roadmaps in the Modern UX, Power BI, Portfolio Management, and Jaspersoft. 

For a full list of Clarity PPM Services, visit [regoconsulting.com](http://regoconsulting.com/). <http://regoconsulting.com/countdown-ca-world/?linkedin-nov4-free-forrester-agile-report>

 By [Rego Consulting](https://blog.regoconsulting.com/author/rego-consulting)|November 04, 2016

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