274 results
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Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio. -
“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 -
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 Overall Status and Budget Status and Amounts. It displays one row per project. The portlet shows the following main fields: Overall Status, Budget Status, Capital Budget, Operating Budget, Total Budget, Capital Planed, Operating Planned, Total Planned, Capital Actuals, Operating Actuals, Total Actuals, Budget Variance ($), Budget Variance (%) Displaying the budget variance allows the PM to understand of the project is over / under spent, and thus the costs planning needs to be re-visited. -
Part of the Business Transformations collection, this portlet displays planned revenue as defined by a project whose goal is "Grow the business". It uses the Planned Revenue Query as a data provider. This portlet provides a holistic overview of how many projects following the goal “Grow the Business” are Critical/ At Risk / On Track with regard to the planned revenue. -
Part of the Business Transformation collection, this portlet displays count of the planned benefits (savings) per project manager. It also displays if any of the planned benefits are Critical/ At Risk / On Track, along with the total planned benefit amount. -
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. -
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. -
The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types. It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources). -
Learn about the various techniques and emerging methods companies are taking to capitalize Agile work. You'll learn how some companies are moving away from timesheets and using models based on story points and team rates to generate capitalization reporting. -
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. -
A review of how Northern Trust integrates financial systems with Clarity PPM bilaterally, providing the Finance organization crucial information, and NT Project Managers with a birds-eye view of project financials. Utilizing the Rego Data Extractor and the Rego Data Processor, these information exchanges help Portfolio and Project Managers eliminate their manual and redundant efforts, solidify their overall data accuracy, and dramatically improve the content provided to their Execs for decision-making.
