RegoXchange
  • The portlet, Count by Stage with Drilldown is a simple pie based on stage OOTB field. The drill down portlet has stage as a column.   Clicking on any of the segments, e.g. Initiation, redirects to the Projects by Stage Drill portlet.
  • Project Count by Stage report has Stacked Column chart that displays count of Projects by Stage such as Initiation, Building, Planning etc. Also, there is a table view with Project ID, Project Name, Project Manager and Actual hours details.  User can further narrow their search by OBS Type & Path.
  • Project Cost within Budget report displays count of projects that are within or exceeding budget in the form of a bar chart.   It also displays Total budget cost and Planned cost. User can further drill down the details to investment level.  You can further narrow your search by OBS Type & Path and Investment Manager.
  • Project Cost within Budget report displays count of projects that are within or exceeding budget in the form of a pie chart. This report provides management a graphical representation of cost status on all projects. Mouse over on the pie chart displays count of projects for that category. You can further narrow your search by OBS Type & Path, Project Manager, Project Status, Project Stage, Program Name, Is project Active? And Is Template?.
  • The Project Cost Within Budget portlet shows all projects that are within or exceeding their budgets in a pie chart. The user may filter by OBS and finish dates to narrow the projects. This portlet provides management with a graphical representation of the overall status of cost on all projects.
  • The Project Cost Within Budget portlet shows all projects that are within or exceeding their budgets in a pie chart. The user may filter by OBS and finish dates to narrow the projects. This portlet provides management with a graphical representation of the overall status of cost on all projects.
  • The Project Cost Within Budget portlet shows all projects that are within or exceeding their budgets in a pie chart. The user may filter by OBS and finish dates to narrow the projects. This portlet provides management with a graphical representation of the overall status of cost on all projects.
  • The Project Cost Plan Variance displays the variance between the budget and cost plans for projects the logged in user has security rights to view.  The total for the Cost Plan that is marked as the Plan of Record for the project (Current Cost Plan Total), alongside the total for the current approved Budget Plan (Current Budget Plan Total). These two values are then compared in order to generate the total current Variance for the project. A positive amount in the Variance column indicates the project is under budget, while a negative amount indicates the project is over budget. Results may be filtered by: Project ID, Project Name, Manager, and whether the project is Active (Yes, No, All). By default, the portlet will display only Active projects.
  • The Project Cost Plan Variance displays the variance between the budget and cost plans for projects the logged in user has security rights to view.  The total for the Cost Plan that is marked as the Plan of Record for the project (Current Cost Plan Total), alongside the total for the current approved Budget Plan (Current Budget Plan Total). These two values are then compared in order to generate the total current Variance for the project. A positive amount in the Variance column indicates the project is under budget, while a negative amount indicates the project is over budget. Results may be filtered by: Project ID, Project Name, Manager, and whether the project is Active (Yes, No, All). By default, the portlet will display only Active projects.
  • The Project Cost Plan Variance displays the variance between the budget and cost plans for projects the logged in user has security rights to view.  The total for the Cost Plan that is marked as the Plan of Record for the project (Current Cost Plan Total), alongside the total for the current approved Budget Plan (Current Budget Plan Total). These two values are then compared in order to generate the total current Variance for the project. A positive amount in the Variance column indicates the project is under budget, while a negative amount indicates the project is over budget. Results may be filtered by: Project ID, Project Name, Manager, and whether the project is Active (Yes, No, All). By default, the portlet will display only Active projects.
  • The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports.
  • The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports.
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