RegoXchange
  • The Financial Summary by Transaction Class - Graph provides a visual graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
  • The Financial Summary by Transaction Class - Graph provides a visual graph for each years financial picture beginning with current year and going forward into the future. It will show the user where they need to concentrate their efforts in order to meet financial commitments.
  • The Financial Summary by Transaction Class provides a visual graph for each year’s financial picture for multiple years. Report contains the following items: KPIs: Displays total benefit, capital, expense and net cash flow for the selected filter criteria Grid: Displays year wise break up of benefit, capital, expense and net cash flow for the selected filter criteria Graph: Benefit, capital, expense and net cash flow are depicted in graphical way for multiple years. This report will show the user where they need to concentrate their efforts in order to meet financial commitments. User can further narrow their search by OBS Type & Path.
  • Gain a financial view of your investments by comparing actuals to planned cost and planned benefit. Report views include: • Financial Summary • Planned Benefit vs Actual Cost • Actuals vs Planned Costs Demo Video - https://www.youtube.com/watch?v=uyDSbbgG1O8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=2
  • Gain a financial view of your investments by comparing actuals to planned cost and planned benefit.  Report views include:
    • Financial Summary
    • Planned Benefit vs Actual Cost
    • Actuals vs Planned Costs
    Demo Video - https://www.youtube.com/watch?v=uyDSbbgG1O8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=2 The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • A slide deck used in Rego’s training sessions around Financials, in Clarity’s modern UX.  The slides cover the Value of Financial Management, Core Financial Components, Investment Financial Attributes, the Rate Matrix, Cost/Budget/Benefit Plans, Actual Costs, Integrations, and Best Practices.
  • 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.
  • The Hours and Cost by Vendor - Graph portlet displays vendor hour or costs by month.  Using this portlet, management is provided with a graphical representation of vendor costs or hours by month for a set of time without running a report or navigating to each resource individually. This portlet uses the monthly actual timeslices.  Additionally, the user must select a date range and whether to display hours or costs. Once populated, the graph will display all vendors that currently have hours and cost for the selected date range.
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