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The Product Cost by Goal portlet displays the planned cost of all active products within a timeframe, summarized by goal in a pie chart. This portlet provides management with a quick overview of cost by goal within a year without navigating to each product individually. -
The Product Cost by Goal portlet displays the planned cost of all active products within a timeframe, summarized by goal in a pie chart. This portlet provides management with a quick overview of cost by goal within a year without navigating to each product individually.
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The Product Cost by Year portlet displays active product cost by year, summarized by goal. The product cost is pulled from the product’s planned cost and is displayed by year, with colors representing each product goal. This portlet provides management with a quick overview of all product costs without having to navigate to each product individually. -
The Resource Time by Investment - Pie portlet shows a graphical representation of the time spent on investments for all resources where the logged in user is selected as the resource manager. The portlet gives the Resource Manager the ability to quickly view all time reported by resources against projects. The portlet filters between specific dates using the daily actuals timeslice. The pie chart provides a graphical view as to how time is divided across projects. -
The Resource Time by Investment - Pie portlet shows a graphical representation of the time spent on investments for all resources where the logged in user is selected as the resource manager. The portlet gives the Resource Manager the ability to quickly view all time reported by resources against projects. The portlet filters between specific dates using the daily actuals timeslice. The pie chart provides a graphical view as to how time is divided across projects.
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The Resource Time by Investment - Pie portlet shows a graphical representation of the time spent on investments for all resources where the logged in user is selected as the resource manager. The portlet gives the Resource Manager the ability to quickly view all time reported by resources against projects. The portlet filters between specific dates using the daily actuals timeslice. The pie chart provides a graphical view as to how time is divided across projects.
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The Resource Time by Investment Detail portlet gives the Resource Manager the ability to search for time reported by resources against investments. The portlet provides filters for specific dates, a particular project and/or Project Manager. Using this portlet, the RM can get an overview of all data in a time period, the overall time logged to a project and the breakdown of his or her resources’ hours on that project. -
The Resource Time by Investment Detail portlet gives the Resource Manager the ability to search for time reported by resources against investments. The portlet provides filters for specific dates, a particular project and/or Project Manager. Using this portlet, the RM can get an overview of all data in a time period, the overall time logged to a project and the breakdown of his or her resources’ hours on that project.
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The Resource Time by Investment Detail portlet gives the Resource Manager the ability to search for time reported by resources against investments. The portlet provides filters for specific dates, a particular project and/or Project Manager. Using this portlet, the RM can get an overview of all data in a time period, the overall time logged to a project and the breakdown of his or her resources’ hours on that project.
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Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? This session will review how some organizations are using RMOs to drive adoption and effectively manage resources, including real world examples of RMO setup and execution. -
The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results. -
The Rego: Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job. The process takes the primary skill that is on the resource object and moves it to all of that resource's team records where the primary skill on the team record is null. Utilizing these fields and process provide a quick way to determine what skill each resource is bringing to the project. This process makes the transition seamless from resource primary skill to team primary skill.
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