RegoXchange
  • 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 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.
  • All Change Requests report provides project managers a single place to view KPIs related to Change Requests.  All the KPIs are depicted in various visualizations. Change Request Count:  Scorecard that displays the # of Change Requests for the selected criteria. Change Request by Priority:  Column chart that displays # of Change Request by Priority. X axis displays various Change Request priority. Data labels indicate the number of Change Request associated with that category. Change Request Status:  Column chart that displays # of Change Request by Status. X axis displays various Status. Data labels indicate the number of Change Request associated with that Status. Grid: Displays Change Request details such as Investment ID, Investment Name, Investment Manager, Change Request ID, Change Request Name, Status, Priority and Expected Close Date. You can further narrow your search by Expected Close Date Range, OBS Type and OBS Path.
  • Project Health by PM is a dashboard that contains multiple visualizations showing various KPIs of projects managed by a project manager. Dashboard shows KPIs like summary of Over Due tasks, Critical tasks, Unfilled roles on Project, Effort and Schedule variance etc. Spend this month – Area graph that shows Actual vs Budget cost for current month. Spend and Budget by Year – Ribbon chart that shows yearly distribution of Actual vs Budget cost. Project Map by Estimated time left – Tree map representing ETC hours remaining on each project. Team – Grid section that shows list of team members with respective Actuals and ETC hours. Actual Hours, Allocated Hours and ETC Hours by Fiscal Month – Area graph that shows monthly distribution of Actuals vs Allocation vs ETC.
  • Capacity Graph report displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view.  Report contains the following components: KPIs: Displays Available hours, Allocation + ETC for filtered criteria. Bar graph: Displays Allocation + ETC by primary role Line chart: Displays Availability, Allocations, Actuals and Assignments by time period. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyze: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. User can further narrow their search by OBS Type & Path, Resource Manager, Primary Role, Start and End Date.
  • Allocation Compliance by PM report provides project managers a single place to view Available hours, Allocation Hours and Allocation Percentage of Investment Team Resources. It considers the investments of selected project manager and it displays the following: Allocation Details Grid: Displays Resource and its Allocated hours, Available hours and Allocation percentage (Allocated hours/Available Hours) Allocation Percent by Resource: Column chart that displays Allocation Percentage for various resources during the selected Time frame. You can further narrow your search by Project Manager & Month Start Date range.
  • Actuals & ETC by Resource Assignment report provides project managers a single place to view Actuals and ETC associated with resources across multiple Tasks and Projects. It displays the following: Actual and ETC Hours by Start Date: Stacked Column chart that displays the total Actual hours and ETC hours per month of fiscal period. Grey color indicates Actuals and Purple indicates ETC hours during that month. Grid: Displays Investment name, Task, Assigned resource ETC and Actual hours per month of fiscal period. It also displays aggregated column and row totals for Actuals and ETC hours. You can further narrow your search by OBS Type, OBS Path & Start Date range.
  • Benefits by year report provide the project manager a single place to view Benefit plan (Forecast /Budgeted) and its associated benefit for various years across multiple projects. Information is displayed in a bar graph and user can further drill down the details to investment level. Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly. User can further narrow their search by OBS Type & Path, Plan Type (Budget/Forecast), Year and Is Plan of Record?.
  • Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis. This report displays Investment Name, Task Name, Resource Name and its monthly assignments. You can further narrow your search by OBS Type & Path, Investment Manager, Investment Name, and Year
  • All Status report provides project managers a single place to view KPIs related to Status Reports.  All the KPIs are depicted in various visualizations. Status Report Count:  Scorecard that displays the # of Status Reports for the selected criteria. Status Report by Cost Effort Status:  Column chart that displays # of Status Reports by Cost Effort. X axis displays various Cost Effort Status. Data labels indicate the number of Status Reports associated with that category. Status Report by Schedule Status: Column chart that displays # of Status Reports by Schedule Status. X axis displays various Schedule statuses. Data labels indicate the number of Status Reports associated with that status. Status Report by Scope Status: Column chart that displays # of Status Reports by Scope Status. X axis displays various Scope statuses. Data labels indicate the number of Status Reports associated with that status. Grid: Displays Status Report details such as Investment ID, Investment Name, Report Name, Report ID, Overall Status, Cost Effort, Schedule Status and Scope Status. You can further narrow your search by OBS Type, OBS Path and Report Date range
  • All Risks report provides project managers a single place to view KPIs related to Risks.  All the KPIs are depicted in various visualizations. Risk Count:  Scorecard that displays the # of Risks for the selected criteria. Risk Priority:  Column chart that displays # of Risks by Priority. X axis displays various Risk Priorities. Data labels indicate the number of Risks associated with that category. Risk by Status: Column chart that displays # of Risks by Status. X axis displays various Risk statuses. Data labels indicate the number of Risks associated with that status. Risk by Target Resolution Date: Column chart that displays # of Risks by year of Target Resolution Date. X axis displays Year. Data labels indicate the number of Risks associated with that category. Grid: Displays Risk details such as Investment ID, Investment Name, Investment Manager, Risk ID, Risk Name, Owner, Status, Priority and Target Resolution Date. You can further narrow your search by OBS Type, OBS Path and Target Resolution Date range.
  • All Issues report provides project managers a single place to view KPIs related to Issues.  All the KPIs are depicted in various visualizations. Open Issues:  Scorecard that displays the # of Issues that are not closed or resolved. Average Days Open: Scorecard that displays the # of days on an average an issue is in open state. Issue category:  Column chart that displays # of Issues by category. X axis displays various Issue categories. Data labels indicate the number of Issues associated with that category. Issue Priority:  Column chart that displays # of Issues by priority. X axis displays various Issue priority. Data labels indicate the number of Issues associated with that priority. Grid: Displays Issue details such as Project ID, Project, Issue ID, Issue, Category, Assigned To, Status, Priority, Target Resolution Date and Days Open. You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager.
  • All Assignments report provides project managers a single place to view KPIs related to Task Assignments.  All the KPIs are depicted in various visualizations. Total Actuals: Scorecard that displays the sum of actuals associated with assignments for the selected criteria. Remaining ETC:  Scorecard that displays the sum of current ETC associated with assignments for the selected criteria. Top 5 Roles (Total Effort):  Column chart that displays Effort (Actuals + ETC) by Roles. X axis displays various Roles. Data labels indicate sum of effort associated with that Role. Actuals by OBS level 2:  Column chart that displays Actuals by OBS level 2. X axis displays various OBS level 2. Data labels indicate sum of actuals associated with that OBS. Grid: Displays Assignment details such as Project ID, Project Name, Task Name, Task Status, Assigned Resource, Assignment Status, Assignment Start, Assignment Finish, Actuals, ETC, Total Effort, Days Late and Days Old. You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager.
  • Project Budget vs Planned vs Actual by Month report provides the Project Managers a single place to view Project Budget, Planned and Actual Cost for multiple projects. This report displays Project Budget vs Planned vs Actual by Month in the form of clustered bar chart over a period of time. User can further drill down the information to investment level by selecting a particular bar within the chart. User can further narrow their search by OBS Type & Path, Project(s), Project Manager, Month Start and End Date.
  • Project Manager- Resource/Compliance report provides project managers a single place to view Compliance status for various critical KPIs.  All the KPIs are depicted in various visualizations.
    • Unfilled Demand: Donut chart that gives you the count of roles (within projects) that are not filled by resources.
    • # Of New team members: Scorecard that displays the count of new team members added to the projects.
    • Resource Constraints: Donut chart that gives you the count of Over utilized and underutilized resources
    • Unsubmitted Time:  Dial gauge that displays the count of resources that did not submit time.
    • Stale Tasks:  Dial gauge that displays the count of tasks that are past their due date
    • Status Report Compliance:  Dial gauge that displays the compliance of status reports for various projects.
    You can further narrow your search by Project Manager
  • Project Variance report provides project managers a single place to view all their active projects, open tasks, Task EAC hours, Task Baseline hours and their variance.  Project Managers can use this report to view and manage their projects progress against their baselines. They can easily detect the projects that are running behind and pinpoint the tasks that are causing the variance in the schedule.  You can further narrow your search by OBS Type, OBS Path and Project.
  • Project Time Summary report provides view of Allocation hours, EAC hours, ETC hours and Actual hours for Projects.  User can further narrow their search by OBS Type & Path and Project Manager.
  • Project Status and Costs report has the details of the Project Schedule, Scope, Cost and Effort Statuses along with Planned, Budget & Actuals costs. There is also graphical representation that shows Top 10 projects by Planned Cost, Budget vs Planned vs Actuals by Cost Type. User can further narrow their search by OBS Type & Path, Project(s) and Project Manager.
  • Project Count by Stage report has Stacked Column chart that displays count of Projects by Stage such as Initiation, Building, Planning etc. Also, there is a table view with Project ID, Project Name, Project Manager and Actual hours details.  User can further narrow their search by OBS Type & Path.
  • Project Cost within Budget report displays count of projects that are within or exceeding budget in the form of a bar chart.   It also displays Total budget cost and Planned cost. User can further drill down the details to investment level.  You can further narrow your search by OBS Type & Path and Investment Manager.
  • Project by Stage is a bar chart that displays count of projects by out of box Stage attribute.  Stage attribute values are plotted on Y axis. Label on the bar chart slice displays the count of projects associated with that respective Stage value.  User can further drill down the information to investment level by clicking on particular bar slice.  You can further narrow your search by OBS Type & Path, Investment Manager.
  • Pending Actuals report provides the Project Managers a single place to view all the pending actuals on tasks across multiple projects. This report provides graphical representation (bar chart) of pending actual hours by business unit. User can further drill down the details by clicking on particular business unit Managers can use this portlet to analyze the actuals that have been submitted but not posted on tasks. You can further narrow your search by OBS Type & Path.
  • Late Tasks report provides the Project Managers a single place to view all the Tasks that are past their baseline finish date.  This report provides information such as Investment ID, Investment Name, Investment Manager, Task Name, Start Date, Finish Date, ETC Hours, Days Old and Days Late in Table view. User can further narrow their search by OBS Type & Path, Investment Manager, Investment Name and whether the Task is a Milestone or not.
  • Late Risk report provides the Project Managers a single place to view all the Open Risks that are past their target resolution date.  This report provides information such as Risk Count, Risks by OBS Level 2, Priority, Status and Year in Stacked Column Chart. In addition, this report has also Table view of Risk information such as Investment Name, Risk Name, Investment Manager, Risk ID, Owner, Target Resolution Date, Status, Priority and Days Open.  User can further narrow their search by OBS Type & Path and Target Resolution Date.
  • Late Issues report provides the Project Managers a single place to view all the Open Issues that are past their target resolution date. This report provides information such as Issue Count, Issues by OBS Level 2, Priority, Status and Target Resolution Date in Stacked Column Chart. In addition, this report has also Table view of Issue information such as Investment Name, Issue Name, Investment Manager, Issue ID, Owner, Target Resolution Date, Status and Priority. User can further narrow their search by OBS Type & Path and Target Resolution Date.
  • Late Milestones report displays the list of all milestones that are not closed but are past their finish date or past their baseline finish date. The report provides Project Manager the ability to view and track late milestones across multiple projects without going into each project individually.  This report displays Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (Elapsed days between Task Finish date and Task Baseline Finish date), and Days Old (Elapsed days between Task Finish Date and Today's Date). User can further narrow their search by Project ID, Project Name, Project Manager Name,  Milestone Name, Due Date between, Baseline Date between, Is Milestone?, Is late?, Task Status, Is Template?. User can use exact dates or relative dates for Due Date between and Baseline Date between filter parameters.
  • All Risks report provides the project manager a single place to view risks across multiple projects.  This report displays Project Information such as ID, Name & Manager, Risk Information such as its ID, Name, Owner, Status, Probability, Impact, Target Resolution Date & Days Open.  You can further narrow your search by Risk Status, Risk Name Risk Impact, Risk Owner, Project Name and Project Manager.
  • All Issues report provides the Project Managers a single place to view all the Issues across multiple projects. User can view only the projects that he has access to. This report provides Issue information such as ID, Name, Category, Assigned To, Status, Priority, Target Resolution Date  and  Days Open ( # of days Issue is open ) User can further narrow their search by OBS Type & Path, Issue Name, Project Name, Project ID, Is Project Active?, Issue Owner, Issue Status, Issue Target Resolution Date, Issue Category and Issue Priority.
  • All Tasks report provides the Project Managers a single place to view all the tasks associated with a project(s). User can view only the investments that he has access. Project Managers can use this report to view the progress of the tasks and check how the tasks are performing against baseline date. User can further narrow their search by OBS Type & Path, Investment Name, Month Start Date and Is Project Active?.
  • All Assignments report provides the Managers a single place to view all the assignments associated with a project(s).  User can view only the investments that he has access to. This report also displays ETC, Actuals, Total Effort, Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date) associated with the task. You can further narrow your search by OBS Type & Path,  Resource Name , Project Manager, Project Name,  Project ID,  Is project Active?, Assignment Start Date, Assignment Finish Date, Assignment Status and Task Status.
  • Data Issues – Projects report displays data exceptions related to projects. Data exceptions could be missing data or data not in required format for those project fields. User can further narrow their search by OBS Type & Path, Project Name, Project ID and Project Type.
  • Capacity Graph report provides the Resource Managers & PMO a single place to view Monthly Availability, Allocations, Actuals and Assignments for one or more active resources. Information is displayed in the form of a line chart. Legend displays the color associated with each metric. Mouse over the line chart displays hours associated with that corresponding metric. This report provides Managers a simple means to analyze: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability and helps in determining the areas of improvement. User can further narrow their search by OBS Type & Path, Month Start Date, Resource Name, Resource Manager, Primary Role & Employment Type.
  • Project Time Summary report provides the project manager a single place to view Actual hours, Allocation hours, ETC hours and EAC hours for all filtered projects. It also displays Project ID, Project Name and Project Manager. User can further narrow their search by OBS Type & Path, Project Name, Project ID, Project Manager, Task Name, Project Status, Project Stage, Project Role, Is Active? and Is Template?.
  • Assignments by Task Over Time report display all assignments by task for all resources.  Information can be drilled down to yearly, quarterly or monthly level. This report helps in determining the tasks a user is assigned to or how many hours a user is assigned to a task. You can further narrow your search by OBS Type & Path, Project ID, Project Name, Task Name, Assignment Resource, Is project Active?, Is Template? And Month End date.
  • Ideas by Priority report is a pie chart that displays ideas count by priority. Mouse over on the pie chart displays idea count for that priority. You can further narrow your search by OBS Type, OBS Path, Idea Status, Idea Start Date and Is Idea Active?
  • All Change Requests report provides the project manager a single place to view change requests across multiple projects. This report displays Project Information such as ID & Name, Change Request Information such as its ID, Name, Category, Owner, Status, Priority, Expected Close Date and Days Open. You can further narrow your search by OBS Type & Path, Change Request Status, Change Request Name, Change Request Category, Change Request Owner, Project Name and Project Manager.
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