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The Time By Type - Pie Chart portlet is a graphical representation of time by type of investment for all resources the logged in user has security rights to view. This portlet pulls from the daily timeslices, and can be used for determining what types of projects receive the majority of hours. The filter option allows for entry of a specific start date and finish date. -
The Dashboard: Project Information portlet gives a set of high-level information about the project. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. The portlet displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish. -
The Dashboard: Project Status Single-line portlet gives an overview of the project overall status as well as the status indicators on the "current" status report object. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. This portlet displays the report date, symbols relating to the overall status, scope, schedule, cost/effort, and the overall explanation across a single line in the portlet. -
The Time by Stage and Timescale – Grid portlet displays hours for all tasks on projects by their stage for a user-defined time period. The user may narrow the results by time scale, resource OBS unit, and dates. The portlet not only provides the total hours per stage, but also the percentage of time spent on each task type. This portlet pulls data from the timeslices. Using this portlet, management can determine if excess time is being spent on a certain task stage within a project. -
Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments. Portlet is a combination of Line Chart and Vertical Bar Charts. It displays data for one or more portfolios depending on rights and filters. Green Line represents Portfolio Target Benefits. Light blue bar represents aggregation of investment Planned Benefits. Dark blue bar represents aggregation of Investment Realized Benefits (actual benefits). Filtering is available for Above or Below Waterline investments OR all portfolio Investments. May also filter on Portfolio values as well as Plan values. Filtering also available for Active vs Inactive Portfolios. -
The portlet shows the project spend to vendors by month. The Vendor field picked on the portlet comes from the Vendor mentioned when creating the voucher (as displayed on the first screenshot). This provides a nice view of identifying how much is spent by an organization on the vendor employees on their workforce. -
The portlet shows the project spend to vendors by month. The Vendor field picked on the portlet comes from the Vendor mentioned when creating the voucher (as displayed on the first screenshot). This provides a nice view of identifying how much is spent by an organization on the vendor employees on their workforce. -
“Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project. Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work? The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria. This portlet checks that table, and sets the Missing Rate attribu -
Pie Chart Portlet displays counts of active projects with various Stale ratings. Calculation is Percent Stale Tasks = number of open (not completed) tasks with a finish date over 15 days old, divided by total open tasks. Filterable by OBS structure and project manager. Data label = project count. Mouse-over and Legend labels = stale rating. More than 90% Stale means 90 to 100% of open tasks on a project have finish dates older than 15 days. More than 71% Stale means 71 to 89% of open tasks on a project have finish dates older than 15 days. 0 - 70% Stale means fewer than 70% of open tasks on a project have finish dates older than 15 days.

