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Actuals & ETC by Resource Assignment report provides project managers a single place to view Actuals and ETC associated with resources across multiple Tasks and Projects. It displays the following: Actual and ETC Hours by Start Date: Stacked Column chart that displays the total Actual hours and ETC hours per month of fiscal period. Grey color indicates Actuals and Purple indicates ETC hours during that month. Grid: Displays Investment name, Task, Assigned resource ETC and Actual hours per month of fiscal period. It also displays aggregated column and row totals for Actuals and ETC hours. You can further narrow your search by OBS Type, OBS Path & Start Date range. -
The Adoption Dashboard is designed to enhance data integrity and project tracking within Clarity by providing insights into how well users are populating and managing their project and resource data. Features: · Project Data Quality Evaluate the accuracy of project status reporting, risk, issue tracking, and schedule adherence. · Resource Data Quality Assess how well resource managers are managing timesheets, allocations, and actual utilization. · Adoption Scoring View Rate the consistency of data entry across projects and resources on a scale of 0-5, helping identify areas needing improvement. · Variance Analysis View Track discrepancies in project schedules, effort, budgets, and resource commitments. · Compliance Monitoring Ensure that all necessary project and resource data is up-to-date, aiding in more informed decision-making and better project outcomes. -
All Assignments report provides project managers a single place to view KPIs related to Task Assignments. All the KPIs are depicted in various visualizations. Total Actuals: Scorecard that displays the sum of actuals associated with assignments for the selected criteria. Remaining ETC: Scorecard that displays the sum of current ETC associated with assignments for the selected criteria. Top 5 Roles (Total Effort): Column chart that displays Effort (Actuals + ETC) by Roles. X axis displays various Roles. Data labels indicate sum of effort associated with that Role. Actuals by OBS level 2: Column chart that displays Actuals by OBS level 2. X axis displays various OBS level 2. Data labels indicate sum of actuals associated with that OBS. Grid: Displays Assignment details such as Project ID, Project Name, Task Name, Task Status, Assigned Resource, Assignment Status, Assignment Start, Assignment Finish, Actuals, ETC, Total Effort, Days Late and Days Old. You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager. -
All Change Requests report provides project managers a single place to view KPIs related to Change Requests. All the KPIs are depicted in various visualizations. Change Request Count: Scorecard that displays the # of Change Requests for the selected criteria. Change Request by Priority: Column chart that displays # of Change Request by Priority. X axis displays various Change Request priority. Data labels indicate the number of Change Request associated with that category. Change Request Status: Column chart that displays # of Change Request by Status. X axis displays various Status. Data labels indicate the number of Change Request associated with that Status. Grid: Displays Change Request details such as Investment ID, Investment Name, Investment Manager, Change Request ID, Change Request Name, Status, Priority and Expected Close Date. You can further narrow your search by Expected Close Date Range, OBS Type and OBS Path. -
All Issues report provides project managers a single place to view KPIs related to Issues. All the KPIs are depicted in various visualizations. Open Issues: Scorecard that displays the # of Issues that are not closed or resolved. Average Days Open: Scorecard that displays the # of days on an average an issue is in open state. Issue category: Column chart that displays # of Issues by category. X axis displays various Issue categories. Data labels indicate the number of Issues associated with that category. Issue Priority: Column chart that displays # of Issues by priority. X axis displays various Issue priority. Data labels indicate the number of Issues associated with that priority. Grid: Displays Issue details such as Project ID, Project, Issue ID, Issue, Category, Assigned To, Status, Priority, Target Resolution Date and Days Open. You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager. -
All Risks report provides project managers a single place to view KPIs related to Risks. All the KPIs are depicted in various visualizations. Risk Count: Scorecard that displays the # of Risks for the selected criteria. Risk Priority: Column chart that displays # of Risks by Priority. X axis displays various Risk Priorities. Data labels indicate the number of Risks associated with that category. Risk by Status: Column chart that displays # of Risks by Status. X axis displays various Risk statuses. Data labels indicate the number of Risks associated with that status. Risk by Target Resolution Date: Column chart that displays # of Risks by year of Target Resolution Date. X axis displays Year. Data labels indicate the number of Risks associated with that category. Grid: Displays Risk details such as Investment ID, Investment Name, Investment Manager, Risk ID, Risk Name, Owner, Status, Priority and Target Resolution Date. You can further narrow your search by OBS Type, OBS Path and Target Resolution Date range. -
All Skills report provides project managers a single place to view number of resources having a particular skill and its detailed information. This report contains a bar graph and a grid. Top Skills by Resource: Bar graph that displays # of resources having a particular skill. Y- Axis represents various skills available in the system. Resource and Skill details grid: Grid that displays information such as Skill, its parent skill, Skill path, Skill Description, Resource having that skill & his proficiency and interest level in that skill. You can further narrow your search by Parent Skills, Skills and Resource. -
All Status report provides project managers a single place to view KPIs related to Status Reports. All the KPIs are depicted in various visualizations. Status Report Count: Scorecard that displays the # of Status Reports for the selected criteria. Status Report by Cost Effort Status: Column chart that displays # of Status Reports by Cost Effort. X axis displays various Cost Effort Status. Data labels indicate the number of Status Reports associated with that category. Status Report by Schedule Status: Column chart that displays # of Status Reports by Schedule Status. X axis displays various Schedule statuses. Data labels indicate the number of Status Reports associated with that status. Status Report by Scope Status: Column chart that displays # of Status Reports by Scope Status. X axis displays various Scope statuses. Data labels indicate the number of Status Reports associated with that status. Grid: Displays Status Report details such as Investment ID, Investment Name, Report Name, Report ID, Overall Status, Cost Effort, Schedule Status and Scope Status. You can further narrow your search by OBS Type, OBS Path and Report Date range -
All Tasks report provides project managers a single place to view KPIs related to Tasks. All the KPIs are depicted in various visualizations. Pending Actuals: Scorecard that displays the # of Actuals that are still open and not yet posted. Average Days Old: Scorecard that displays the average number of Task Days Old. Days Old is the difference between Task Finish date and Today’s Date (when Today’s Date > Task Finish date. In other cases, it is zero) Tasks by Finish Date: Column chart that displays # of Tasks by Year of Finish date. X axis display Calendar years. Data labels indicate the number of Tasks finish date within that year. Actuals by OBS level 2: Column chart that displays sum of Task Actuals by OBS level 2. X axis display OBS level2. Data labels indicate the Actuals within that OBS level2. Grid: Displays Risk details such as Project Name, Project Manager, Task Name, Task Status, Start Date, Finish Date, Days Late, Days Old, Actuals, ETC and Pending Actuals Days Late is the difference between Task Finish date and Baseline Finish Date (when Baseline Finish Date > Task Finish date. In other cases, it is zero) You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager. -
Allocation Compliance by PM report provides project managers a single place to view Available hours, Allocation Hours and Allocation Percentage of Investment Team Resources. It considers the investments of selected project manager and it displays the following: Allocation Details Grid: Displays Resource and its Allocated hours, Available hours and Allocation percentage (Allocated hours/Available Hours) Allocation Percent by Resource: Column chart that displays Allocation Percentage for various resources during the selected Time frame. You can further narrow your search by Project Manager & Month Start Date range. -
Allocation Compliance by RM report provides resource managers a single place to view Available hours, Allocation Hours and Allocation Percentage of Resources. It considers the resources of selected resource manager and it displays the following: Allocation Details Grid: Displays Resource and its Allocated hours, Available hours and Allocation percentage (Allocated hours/Available Hours) Allocation Percent by Resource: Bar chart that displays Allocation Percentage (top 10) for various resources during the selected Time frame. You can further narrow your search by Resource Manager & Month Start Date range. -
Allocation Compliance Column Chart report provides resource managers a single place to view Allocation compliance for various resources. It displays the following: Allocated Hours by OBS chart: Stacked Column chart that displays percentage of resources that are fully allocated (80 -120 %) and under allocated (less than 80%) for a particular OBS and selected period range. Grid: Displays Resource Name, Resource Id, Primary Role, Booking Manager, Period, Allocated hours and Actual hours during that period. You can further narrow your search by OBS Type, OBS Path & Period Start Date range. -
Allocation Compliance Pie Chart report provides resource managers a single place to view Allocation compliance for various resources. It displays the following: Allocated Hours by OBS chart: Pie chart that displays percentage of resources that are fully allocated (80 -120 %) and under allocated (less than 80%) for a particular OBS and selected period range. Grid: Displays Resource Name, Resource Id, Primary Role, Booking Manager, Period, Allocated hours and Actual hours during that period. You can further narrow your search by OBS Type, OBS Path & Period Date range. -
Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Over Allocation • By Project • By People • Project Resource Details • No Allocations by Project • No Allocations by People The main .rpt file will access data through the Data Warehouse. -
Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Over Allocation • By Project • By People • Project Resource Details • No Allocations by Project • No Allocations by People The main file will access data through custom queries created via Rego Odata connector. -
Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis. This report displays Investment Name, Task Name, Resource Name and its monthly assignments. You can further narrow your search by OBS Type & Path, Investment Manager, Investment Name, and Year -
Benefits by year report provide the project manager a single place to view Benefit plan (Forecast /Budgeted) and its associated benefit for various years across multiple projects. Information is displayed in a bar graph and user can further drill down the details to investment level. Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly. User can further narrow their search by OBS Type & Path, Plan Type (Budget/Forecast), Year and Is Plan of Record?. -
Capacity Graph report displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. Report contains the following components: KPIs: Displays Available hours, Allocation + ETC for filtered criteria. Bar graph: Displays Allocation + ETC by primary role Line chart: Displays Availability, Allocations, Actuals and Assignments by time period. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyze: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. User can further narrow their search by OBS Type & Path, Resource Manager, Primary Role, Start and End Date. -
The Financial Summary by Transaction Class provides a visual graph for each year’s financial picture for multiple years. Report contains the following items: KPIs: Displays total benefit, capital, expense and net cash flow for the selected filter criteria Grid: Displays year wise break up of benefit, capital, expense and net cash flow for the selected filter criteria Graph: Benefit, capital, expense and net cash flow are depicted in graphical way for multiple years. This report will show the user where they need to concentrate their efforts in order to meet financial commitments. User can further narrow their search by OBS Type & Path. -
Gain a financial view of your investments by comparing actuals to planned cost and planned benefit. Report views include: • Financial Summary • Planned Benefit vs Actual Cost • Actuals vs Planned Costs Demo Video - https://www.youtube.com/watch?v=uyDSbbgG1O8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=2 -
Gain a financial view of your investments by comparing actuals to planned cost and planned benefit. Report views include:- Financial Summary
- Planned Benefit vs Actual Cost
- Actuals vs Planned Costs
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Master your pipeline as you prioritize, visualize, and analyze ideas, assess their feasibility, and track progress from inception to execution. Report Views include: • Idea Bubble • Idea Details • Idea Funnel • Idea Gantt • Idea Overview • Idea Staff and Effort • Idea Status • Idea To Dos Demo Video - https://www.youtube.com/watch?v=xPSxOlrqEq8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=3 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used. -
Master your pipeline as you prioritize, visualize, and analyze ideas, assess their feasibility, and track progress from inception to execution. Report Views include:- Idea Bubble
- Idea Details
- Idea Funnel
- Idea Gantt
- Idea Overview
- Idea Staff and Effort
- Idea Status
- Idea To Dos
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Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include: • Roadmap Details • Resource Investment Demand • Roadmap Financials • Roadmap Investment Gantt • Roadmap Item Gantt • Roadmap Overview – Default Scenarios • Roadmap Overview – Single Roadmap Selection • Scenario Comparison Demo Video - https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7 -
Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include:- Roadmap Details
- Resource Investment Demand
- Roadmap Financials
- Roadmap Investment Gantt
- Roadmap Item Gantt
- Roadmap Overview – Default Scenarios
- Roadmap Overview – Single Roadmap Selection
- Scenario Comparison
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Late Issues report provides the Project Managers a single place to view all the Open Issues that are past their target resolution date. This report provides information such as Issue Count, Issues by OBS Level 2, Priority, Status and Target Resolution Date in Stacked Column Chart. In addition, this report has also Table view of Issue information such as Investment Name, Issue Name, Investment Manager, Issue ID, Owner, Target Resolution Date, Status and Priority. User can further narrow their search by OBS Type & Path and Target Resolution Date. -
Late Risk report provides the Project Managers a single place to view all the Open Risks that are past their target resolution date. This report provides information such as Risk Count, Risks by OBS Level 2, Priority, Status and Year in Stacked Column Chart. In addition, this report has also Table view of Risk information such as Investment Name, Risk Name, Investment Manager, Risk ID, Owner, Target Resolution Date, Status, Priority and Days Open. User can further narrow their search by OBS Type & Path and Target Resolution Date. -
Late Tasks report provides the Project Managers a single place to view all the Tasks that are past their baseline finish date. This report provides information such as Investment ID, Investment Name, Investment Manager, Task Name, Start Date, Finish Date, ETC Hours, Days Old and Days Late in Table view. User can further narrow their search by OBS Type & Path, Investment Manager, Investment Name and whether the Task is a Milestone or not. -
Missing Time by OBS report displays Resource whose timesheets are missed. There is Clustered Column Chart which displays Timesheets count by Resource. Also, there is table view of Resource, Resource Manager, Time Period Start and Finish Dates, Total Hours and Timesheet status. User can narrow their search by OBS Type & Path and Project Manager, Resource Manager, Resource, Timesheet Status and Time Period Start Date (Relative or Specific Date Range). -
Missing Time by PM report displays Resources whose timesheets are missed by Project Manager. There is Clustered Column Chart which displays missed timesheets count by Project Manager. Also, there is table view of Project Manager, Resource, Time Period Start and Finish Dates, Total Hours and Timesheet status. User can narrow their search by OBS Type & Path and Project Manager, Resource Manager, Resource, Timesheet Status and Time Period Start Date (Relative or Specific Date Range). -
Missing Time by RM report displays Resources whose timesheets are missed by Resource Manager. There is Clustered Column Chart which displays missed timesheets count by Resource Manager. Also, there is table view of Resource Manager, Resource, Time Period Start and Finish Dates, Total Hours and Timesheet status. User can narrow their search by OBS Type & Path, Resource Manager, Resource, Timesheet Status and Time Period Start Date (Relative or Specific Date Range). -
Pending Actuals report provides the Project Managers a single place to view all the pending actuals on tasks across multiple projects. This report provides graphical representation (bar chart) of pending actual hours by business unit. User can further drill down the details by clicking on particular business unit Managers can use this portlet to analyze the actuals that have been submitted but not posted on tasks. You can further narrow your search by OBS Type & Path. -
Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include: • Change Requests • Cost Trend • Cost • Effort Trend • Effort • Hierarchy Summary • Investment Drill Thru • Investment Gantt • Issue Summary • Milestones • Risk Summary • Staff • Status Report Summary • Tasks Demo Video - https://www.youtube.com/watch?v=UNByLAWJ2Nw&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=4 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used. -
Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include:- Change Requests
- Cost Trend
- Cost
- Effort Trend
- Effort
- Hierarchy Summary
- Investment Drill Thru
- Investment Gantt
- Issue Summary
- Milestones
- Risk Summary
- Staff
- Status Report Summary
- Tasks
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Gain an overview of program-level performance, track program milestones, and assess overall program health. Report Views include: • Change Requests • Program Costs Trend • Program Costs • Program Drill Thru • Program Effort • Program Gantt • Program Issues • Program Milestones • Program Risks • Program Staff • Program Status Reports • Program Summary • Program Tasks Demo Video - https://www.youtube.com/watch?v=6VceDIFjp-g&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=5 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used. -
Gain an overview of program-level performance, track program milestones, and assess overall program health. Report Views include:- Change Requests
- Program Costs Trend
- Program Costs
- Program Drill Thru
- Program Effort
- Program Gantt
- Program Issues
- Program Milestones
- Program Risks
- Program Staff
- Program Status Reports
- Program Summary
- Program Tasks
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