RegoXchange
  • Pie Chart displays counts of all projects by out-of-box Status Indicator attribute.  Filterable by OBS structure and Manager.  Data label displays count.  Mouse-over and Legend display Indicator name.  Chart also displays count for projects with no Indicator.  By clicking on a pie slice, a grid portlet appears displaying all projects with that indicator value.
  • The Projects Marked for Deletion portlet displays information about projects that are currently pending deletion but excludes templates and programs. This portlet provides an easy way to view all projects that are marked for deletion before the background job actually erases them. The portlet provides all necessary information as well as the project manager in case there are questions about why the project was marked for deletion.
  • The Projects That Should Be Closed portlet displays all projects that have been created before the specified filter date and has had no new time, tasks, or risks/issues updated after the dates specified in the filter.  This can assist in identifying projects that are completed or cancelled and should be closed. The table below describes the available columns in the portlet.
    Column Label Description
    Project Name Name of the project
    PM Manager of the project
    Created Date Created Date of the project
    Start Start Date of the project
    Finish Finish Date of the project
    Created Date Check Identifies if the project meets the Created Before (Days) filter
    Risks/Issues Check Identifies if the project meets the Risk/Issues – Days Back filter
    Task Check Identifies if the project meets the Task – Days Back filter
    Time Check Identifies if the project meets the Time – Days Back filter
    Project Check Identifies if the project meets the portlet filter Criteria
    id Internal code used by the query
       
  • The Projects Within Baseline Finish portlet displays all projects that have a baseline and presents them in a pie chart. This portlet provides management with a way to quickly view the number of projects that are on time. The user may filter by OBS and finish date.
  • Pie Chart displays projects by Baseline Finish Variance—is current project finish beyond baseline finish; or is current project finish on or before baseline finish.  Filterable by OBS structure and Finish Date range.  Data labels show percent within baseline vs percent outside baseline.  Mouse-over shows Within or Outside label and percent of total projects.  Legend shows color coded Within Baseline and Outside Baseline labels.  Drilldown:  Clicking on a pie slice yields a grid portlet of projects either Within or Outside Baseline.
  • An HTML portlet that displays two buttons that link the user instantly to an object create page.  The portlet comes with two buttons and the buttons can be modified to link to any creation page.  Administrator can choose: Project, Idea, Application, Program, etc.
  • The Re-Baseline via Change Request process is a simple method for a member of the project (who has the ability to create change requests) to request a re-baseline of the project without the project manager having to perform it. First, the user must create the change request. The user must then start the process within the change request by using the Processes tab. Once started, the process will route an action item to the Project Manager. If rejected, the process will end and the user must start it again (if needed). If approved, the process will then baseline the project and close out the change request.
  • Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by location of project. This provides the PM with a holistic view of benefits realized across the geographical locations.
  • 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
  • Part of the Business Transformation collection, this line chart portlet displays realized vs planned benefits overtime, for portfolio investments. This provides the PfM with a holistic view of benefits planned vs realized over a period of time.
  • A process that removes all the group assignments for inactive users after execution of process. The following are removed for all inactive users:
    • Group assignments
    • Instance rights
    • Global rights
    Note: It will not remove the instance rights which are generated automatically (like Project – Manager (Auto), Resource Manager(Auto) etc).
  • This can be used to remove all automatic permissions (Project Manager Auto) granted to users as a result of becoming a project manager. NOTE: The ability to remove the right is with the admin only.
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