RegoXchange
  • In Jaspersoft Studio, Static Text and Text Fields can display text with markup instead of plain text.  This allows a wide variety of customization to how the text is displayed.  This Tech Trick provides Instructions on how to use this feature of Jaspersoft Studio.
  • This video describes the process of transferring assignments from one resource to another resource of the same type (e.g., labor to labor, equipment to equipment) using the Transfer Assignments Wizard in OWB. The video is available in both .m4v and .wmv formats.
  • This video describes how to create and work with task dependencies within Open WorkBench. The video is available in both .m4v and .wmv formats.
  • The REGO Timesheets - WIP portlet displays timesheet information for timesheets that have a status of posted but have not been posted to the WIP tables. This does not include records hung up in invalid transactions. Users can further narrow their search by Project Name, Resource Name, Timesheet Status, Start Date, and Finish Date.
  • The tech-trick shows how to retrieve logged in User related values (ex: skill set) in timesheet.
  • Pending Actuals report provides the Project Managers a single place to view all the pending actuals on tasks across multiple projects. User can view only the projects that he has access to.  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 and Assignment Total.
  • Project Budget vs Planned vs Actual by Month report provides the Project Managers a single place to view Project Budget, Planned and Actual Cost for multiple projects. Project Managers can use this view to compare various costs for that project in a particular month. User can further narrow their search by OBS Type & Path, Is Project Active?, Fiscal Month Start Date, Investment Manager and Investment Name.
  • Time by Investment report displays time spent by resources on investment(s). User can view only the investments that he has access to view. Information can be drilled to Yearly, Quarterly or Monthly level. User can further narrow their search by OBS Type & Path, Investment Name, Month Start Date and Is Project Active?.
  • Time by Assignment report displays time logged to assignments and its associated actuals on monthly basis for all filtered investments. It also displays total ETC and Actual hours associated with an assignment. User can further narrow their search by OBS Type & Path, Investment Type, Investment Charge Code, Investment Name, Task Name, Resource Name, Assignment Start Date and Assignment Finish Date. User can use exact dates or relative dates for Assignment Start and Finish Dates filter parameters.
  • The Manage Risk Categories document provides the steps needed to modify the current system-defined list of values for the Risk categories
  • All Assignments report provides the Managers a single place to view all the assignments associated with a project(s).  User can view only the investments that he has access to. This report also displays ETC, Actuals, Total Effort, Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date) associated with the task. You can further narrow your search by OBS Type & Path,  Resource Name , Project Manager, Project Name,  Project ID,  Is project Active?, Assignment Start Date, Assignment Finish Date, Assignment Status and Task Status.
  • Late Tasks with Assignments report displays the list of all Tasks (with their Total ETC Hours) that are not closed but are past their finish date or past their baseline finish date. The report provides Project Manager the ability to view and track late tasks across multiple projects without going into each project individually. This report displays Project Name, Project Manager, Task Name, Task Status, Task Start Date, Task Finish Date,  Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date). User can further narrow their search by Task Name,  Task Status,  Project ID, Project Name, Project Manager, Is Milestone?, Is late?, Task Start Date, Task Finish Date and  Is Template?. User can use exact dates or relative dates for  Task Start Date and  Task Finish Date filter parameters.
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