| Column Label | Description |
| Timesheet Period Start | Range of time periods to display filtered by start date |
| Timesheet Period Finish | Range of time periods to display filtered by finish date |
| Resource | Resource(s) to display |
| Type | Note on a timesheet or time entry (task specific) |
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The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task. This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet. -
This portlet displays list of resources with OBS rights. This would be helpful for admins to know if a user can perform any actions on object instances of an OBS. -
The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources. This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.Column Label Description OBS OBS the resource(s) belong to Resource Full Name Resource’s First and Last Name Resource ID Resource’s ID First Name Resource’s First Name Last Name Resource’s Last Name Date Last Logged In Date the Resource last logged in Date Last Time Investment Updated Date the Resource last made an Investment update Resource Active The Resource’s active status Employment Type Resource’s Employment Type Financial Location Resource’s Financial Location Email Resource’s Email Address Date Last Time Financial Plans Edited Date the Resource last made a Financial Plan edit Date of last entry on a Timesheet Date the Resource last made an entry on a timesheet Created Date Date the resource was added to the system Date of Hire Resource’s Date of Hire Date of Termination Resource’s Date of Termination Financial Department Resource’s Financial Department Home Page Resource’s Home Page Language Default Language of the Resource Primary role Resource’s Primary Role Resource manager Resource’s Manager Track Mode Resource’s Track Mode User Name Resource’s Username -
This is a pie chart portlet to show realized benefits across the system by category, including a category for no category or unspecified. Pie chart shows categories of realized benefits in its slices. Available filters:- Portfolio (required)
- Manager
- Stakeholder
- Department
- Category Filter (default to all)
- Goal
- Objective
- Type
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This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Objective, then presents a stacked bar chart. -
This Bar Chart Portlet displays a vertical bar for every Practice (Resource OBS) per Month. The bar represents the Utilization % (Resource Allocations divided by Resource Availability). Filters are provided for Resource OBS (Units and Descendants) and the date range to be displayed. -
The Project Dependencies portlet displays all projects and their associated dependencies that the logged in user has rights to. This can assist in scheduling and visualizing the breakout of dependencies. The table below describes the available columns in the portlet. Column Label Description Project ID ID of the project Project Name Name of the project Type Relationship to above project, Parent Project (P) or Sub Project (S) Manager Manager of the project Start Start Date of the project Finish Finish Date of the project Gantt Visualization of project timelines Sort Column Used to order the columns for proper display of the portlet dimkey Internal code used by the query Inv_hlth_int Internal code used by the query Link_dbid Internal code used by the query link_toggle Internal code used by the query rel_active Internal code used by the query rel_dbid Internal code used by the query rel_mgr_dbid Internal code used by the query rel_sort Internal code used by the query -
Resource Financial Settings portlet provides resource managers a single place to view financial settings of various resources. It is a grid portlet that displays Resource details such as Name, Email, Manager, Employment Type, Is Active?, Is Open for Time?, Resource Class, Transaction Class and Department. You can further narrow your search by Resource(s), Active, Open for Time, Employment Type, Resource Class, Transaction class and Department. -
Resource Financial Settings portlet provides resource managers a single place to view financial settings of various resources. It is a grid portlet that displays Resource details such as Name, Email, Manager, Employment Type, Is Active?, Is Open for Time?, Resource Class, Transaction Class and Department. You can further narrow your search by Resource(s), Active, Open for Time, Employment Type, Resource Class, Transaction class and Department.
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Resource Availability – 4 Weeks is a grid portlet that displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. If % Available is negative, this indicates an over-allocation. Zero% Average Availability indicates fully allocated (no remaining availability). Filterable by Role, Resource, Resource Type, Full-Time/Part-Time, Availability Range. Contractor Type is a custom attribute (Lookup - String) created on the Resource object. It is attached to the lookup, Contractor Type (Lookup ID: REGO_CONTRACTOR_TYPE) that has static values Part Time (PT) and Full Time(FT). -
This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right. -
This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right.
