RegoXchange
  • The Project Dependencies portlet displays all projects and their associated dependencies that the logged in user has rights to.  This can assist in scheduling and visualizing the breakout of dependencies. The table below describes the available columns in the portlet.
    Column Label Description
    Project ID ID of the project
    Project Name Name of the project
    Type Relationship to above project, Parent Project (P) or Sub Project (S)
    Manager Manager of the project
    Start Start Date of the project
    Finish Finish Date of the project
    Gantt Visualization of project timelines
    Sort Column Used to order the columns for proper display of the portlet
    dimkey Internal code used by the query
    Inv_hlth_int Internal code used by the query
    Link_dbid Internal code used by the query
    link_toggle Internal code used by the query
    rel_active Internal code used by the query
    rel_dbid Internal code used by the query
    rel_mgr_dbid Internal code used by the query
    rel_sort Internal code used by the query
       
  • The Project Data Issues portlet is used to identify data exceptions related to project setup.  This portlet helps to identify where projects are missing key data or are possibly sitting in an exception state.  This view will show projects that have one or many exceptions, including inactive projects. The user may also narrow the results by project, OBS, or project type.
  • The Project Data Issues portlet is used to identify data exceptions related to project setup.  This portlet helps to identify where projects are missing key data or are possibly sitting in an exception state.  This view will show projects that have one or many exceptions, including inactive projects. The user may also narrow the results by project, OBS, or project type.
  • The Project Data Issues portlet is used to identify data exceptions related to project setup.  This portlet helps to identify where projects are missing key data or are possibly sitting in an exception state.  This view will show projects that have one or many exceptions, including inactive projects. The user may also narrow the results by project, OBS, or project type.
  • The portlet, Count by Stage with Drilldown is a simple pie based on stage OOTB field. The drill down portlet has stage as a column.   Clicking on any of the segments, e.g. Initiation, redirects to the Projects by Stage Drill portlet.
  • The portlet, Count by Stage with Drilldown is a simple pie based on stage OOTB field. The drill down portlet has stage as a column.   Clicking on any of the segments, e.g. Initiation, redirects to the Projects by Stage Drill portlet.
  • The portlet, Count by Stage with Drilldown is a simple pie based on stage OOTB field. The drill down portlet has stage as a column.   Clicking on any of the segments, e.g. Initiation, redirects to the Projects by Stage Drill portlet.
  • 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.
  • This portlet displays the projects by Stage in a pie chart. Every piece of the pie chart represents a stage of the Project Management methodology applied. The portlet also shows the number of projects on each stage. The legend displays all the different project stages appearing on the portlet. This portlet can be filtered to show only projects from a particular OBS unit or for a particular Project Manager.
  • This portlet displays the projects by Stage in a pie chart. Every piece of the pie chart represents a stage of the Project Management methodology applied. The portlet also shows the number of projects on each stage. The legend displays all the different project stages appearing on the portlet. This portlet can be filtered to show only projects from a particular OBS unit or for a particular Project Manager.
  • This portlet displays the projects by Stage in a pie chart. Every piece of the pie chart represents a stage of the Project Management methodology applied. The portlet also shows the number of projects on each stage. The legend displays all the different project stages appearing on the portlet. This portlet can be filtered to show only projects from a particular OBS unit or for a particular Project Manager.
  • Part of the Business Transformation collection, this bar-chart portlet displays number of investments per stage. This provides a holistic overview of where the projects are within the organization.
  • Part of the Business Transformation collection, this bar-chart portlet displays number of investments per stage. This provides a holistic overview of where the projects are within the organization.
  • Part of the Business Transformation collection, this bar-chart portlet displays number of investments per stage. This provides a holistic overview of where the projects are within the organization.
  • 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 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 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.
  • 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 Cost within Budget report displays count of projects that are within or exceeding budget in the form of a pie chart. This report provides management a graphical representation of cost status on all projects. Mouse over on the pie chart displays count of projects for that category. You can further narrow your search by OBS Type & Path, Project Manager, Project Status, Project Stage, Program Name, Is project Active? And Is Template?.
  • The Project Cost Within Budget portlet shows all projects that are within or exceeding their budgets in a pie chart. The user may filter by OBS and finish dates to narrow the projects. This portlet provides management with a graphical representation of the overall status of cost on all projects.
  • The Project Cost Within Budget portlet shows all projects that are within or exceeding their budgets in a pie chart. The user may filter by OBS and finish dates to narrow the projects. This portlet provides management with a graphical representation of the overall status of cost on all projects.
  • The Project Cost Within Budget portlet shows all projects that are within or exceeding their budgets in a pie chart. The user may filter by OBS and finish dates to narrow the projects. This portlet provides management with a graphical representation of the overall status of cost on all projects.
  • The Project Cost Plan Variance displays the variance between the budget and cost plans for projects the logged in user has security rights to view.  The total for the Cost Plan that is marked as the Plan of Record for the project (Current Cost Plan Total), alongside the total for the current approved Budget Plan (Current Budget Plan Total). These two values are then compared in order to generate the total current Variance for the project. A positive amount in the Variance column indicates the project is under budget, while a negative amount indicates the project is over budget. Results may be filtered by: Project ID, Project Name, Manager, and whether the project is Active (Yes, No, All). By default, the portlet will display only Active projects.
  • The Project Cost Plan Variance displays the variance between the budget and cost plans for projects the logged in user has security rights to view.  The total for the Cost Plan that is marked as the Plan of Record for the project (Current Cost Plan Total), alongside the total for the current approved Budget Plan (Current Budget Plan Total). These two values are then compared in order to generate the total current Variance for the project. A positive amount in the Variance column indicates the project is under budget, while a negative amount indicates the project is over budget. Results may be filtered by: Project ID, Project Name, Manager, and whether the project is Active (Yes, No, All). By default, the portlet will display only Active projects.
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