-
Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Over Allocation • By Project • By People • Project Resource Details • No Allocations by Project • No Allocations by People The main file will access data through custom queries created via Rego Odata connector. -
This is the same portlet as the out of the box Weekly Detail with an additional filter element for Program (multiple select). Portlet displays resource allocations graphically for each project in the specified program(s), for the next six weekly periods. Portlet filterable by numerous project, resource, and assignment attributes. Graphical representation shows Resource Availability Threshold and Allocation in hours, as a mouse-over. -
The Allow PM to Give Certain Rights modification allows the project manager to delegate rights (chosen by the administrator on the PM Rights object) on his or her projects. This modification eliminates the need for project managers to request additional rights through the PMO/management and simplifies the entire process for everyone involved. The system administrator is able to customize the PM Rights object to pick which rights should be granted to users by the process. The process begins when a change is made on the newly created “Grant / Revoke” field on the project object. The process will then grant or revoke (depending on what option is selected) any rights listed in the PM Rights object to the user in the “Assign PM Rights” field on the project object. -
The Application Cost by Goal portlet displays the planned cost of all active applications within a user-defined 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 application individually. -
The Application Cost by Year portlet displays the active application cost by year, summarized by goal. The application cost is pulled from the application's planned cost and is displayed by year, with colors representing each application goal. This portlet provides management with a quick overview of all application costs without having to navigate to each application individually. -
The Application Risk by Goal portlet displays a count of active applications by goal with a sub-count by risk. The graph is color-coded by risk rating:- 1-33 – Green
- 34-66 – Yellow
- 67-100 – Red
-
This process grants Project Management instance rights to all of the project team members within the program hierarchy. Allows users to view management properties, roster and key tasks of the project. This also allows user view access to the project in Microsoft Project. -
The Assignments by Task Over Time portlet displays all assignments by task for all resources using the timeslices. This portlet is useful for determining which tasks a user is assigned to or how many hours the user is assigned to a task. The user may filter on certain criteria that include: project name/ID, date range, resource name/ID, and resource OBS unit. -
Part of the Business Transformation collection, this bar-chart portlet displays investments and (if exists) any child investments, which are at risk with regard to the schedule of the investments. -
The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet. Column Label Description Portlet Name Name of the portlet Portlet Code ID of the portlet Field Name Name of the attribute Field Code ID of the attribute Virtual Is the attribute virtual or not id Internal code used by the query -
When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft. -
The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy