274 results
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View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time. -
View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time.
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View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time.
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This portlet displays a Pie Chart of a Portfolio’s Realized Benefits partitioned into pie slices by the portfolio’s Investments’ Objectives. Clicking on any pie slice (Objective) drills-down into a portlet that lists the Investments that make up that slice. -
This portlet displays a Pie Chart of a Portfolio’s Realized Benefits partitioned into pie slices by the portfolio’s Investments’ Objectives. Clicking on any pie slice (Objective) drills-down into a portlet that lists the Investments that make up that slice.
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Pie Chart that aggregates Realized Benefit (Total Actual Benefit) by OBS for active projects. Only a Benefit Plan associated with the Cost Plan of Record will return data. The filter allows you to select which OBS filter you prefer to use for this pie chart, however, only an OBS associated with Projects will return data. -
Pie Chart that aggregates Realized Benefit (Total Actual Benefit) by OBS for active projects. Only a Benefit Plan associated with the Cost Plan of Record will return data. The filter allows you to select which OBS filter you prefer to use for this pie chart, however, only an OBS associated with Projects will return data.
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This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Category, then presents a stacked bar chart. -
This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Category, then presents a stacked bar chart.
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This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Objective, then presents a stacked bar chart. -
This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Objective, then presents a stacked bar chart.
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This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Goal, then presents a stacked bar chart. -
This Portlet starts by pulling Active Investments from a Classic UI Portfolio. It then looks for the Cost Plan of Record and its’ linked Benefit Plan. It then aggregates the Planned Benefit and groups it by Goal, then presents a stacked bar chart.
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This Portlet produces a Stacked Chart of Projects using total Resource Allocation from each Project’s Team / Staff, per month. Users can specify which Resource OBS to use as a Filter (unit and descendants is assumed) as well as a Start/End Date Range. -
This Portlet produces a Stacked Chart of Projects using total Resource Allocation from each Project’s Team / Staff, per month. Users can specify which Resource OBS to use as a Filter (unit and descendants is assumed) as well as a Start/End Date Range.
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This Portlet produces a Grid View of Resources using total Resource Allocation from each Project’s Team / Staff, per month; output is expressed as a %. Users can specify which Resource OBS to use as a Filter (unit and descendants is assumed) as well as a Start/End Date. -
This Portlet produces a Grid View of Resources using total Resource Allocation from each Project’s Team / Staff, per month; output is expressed as a %. Users can specify which Resource OBS to use as a Filter (unit and descendants is assumed) as well as a Start/End Date.
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This Portlet produces a Grid View of Resources using total Resource Allocation from each Project’s Team / Staff, per month; output is expressed as a %. Users can specify which Resource OBS to use as a Filter (unit and descendants is assumed) as well as a Start/End Date.
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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
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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
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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
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The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task. This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.Column Label Description Timesheet Period Start Range of time periods to display filtered by start date Timesheet Period Finish Range of time periods to display filtered by finish date Resource Resource(s) to display Type Note on a timesheet or time entry (task specific) -
The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task. This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
Column Label Description Timesheet Period Start Range of time periods to display filtered by start date Timesheet Period Finish Range of time periods to display filtered by finish date Resource Resource(s) to display Type Note on a timesheet or time entry (task specific) -
The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task. This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
Column Label Description Timesheet Period Start Range of time periods to display filtered by start date Timesheet Period Finish Range of time periods to display filtered by finish date Resource Resource(s) to display Type Note on a timesheet or time entry (task specific)
