RegoXchange
  • 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 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.
  • 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.
  • 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 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
  • 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
  • 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
  • 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)
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