RegoXchange
  • The Resource Vacation Details portlet allows a resource manager, or administrator, to see a resource’s calendar at a glance, displayed by week or month for a selected time period.  This portlet shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame.
  • 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.
  • 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.
  • 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 Resources’ Skills portlet displays all resources, skills, proficiencies, and interests. Using this portlet, resource managers can quickly assess all skills within the system for their resources.  The portlet results may be filtered on: Skill, Resource Last Name, Interest and Proficiency.
  • The Resources’ Skills portlet displays all resources, skills, proficiencies, and interests. Using this portlet, resource managers can quickly assess all skills within the system for their resources.  The portlet results may be filtered on: Skill, Resource Last Name, Interest and Proficiency.
  • The Resources’ Skills portlet displays all resources, skills, proficiencies, and interests. Using this portlet, resource managers can quickly assess all skills within the system for their resources.  The portlet results may be filtered on: Skill, Resource Last Name, Interest and Proficiency.
  • The tech-trick shows how to retrieve logged in User related values (ex: skill set) in timesheet.
  • The Revenue Forecast portlet displays projected revenue at a project level broken out by month.  This portlet assists in viewing all project revenue data at once and making it easily exportable.   The table below describes the available filter fields in the portlet.  
    Column Label Description
    OBS OBS to filter projects with
    Status Status of the project
    Closure Probability ?
    Months Month(s) of Project Revenue to display
  • The Revenue Forecast portlet displays projected revenue at a project level broken out by month.  This portlet assists in viewing all project revenue data at once and making it easily exportable.   The table below describes the available filter fields in the portlet.  
    Column Label Description
    OBS OBS to filter projects with
    Status Status of the project
    Closure Probability ?
    Months Month(s) of Project Revenue to display
  • The Revenue Forecast portlet displays projected revenue at a project level broken out by month.  This portlet assists in viewing all project revenue data at once and making it easily exportable.   The table below describes the available filter fields in the portlet.  
    Column Label Description
    OBS OBS to filter projects with
    Status Status of the project
    Closure Probability ?
    Months Month(s) of Project Revenue to display
  • The Revenue Forecast by Role portlet displays forecasted revenue by both resource and role on the given project, broken out by month. The table below describes the available filter fields in the portlet.
    Column Label Description
    Months Fiscal months to display
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