790 results
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The Time by Investment portlet displays time logged to investments for all investments the logged in user has security rights to view using data from timeslices. It is capable of displaying the data by annual, quarterly, monthly, weekly, and daily segments with totals per date also being presented. The portlet may can be filtered by investment, resource OBS, and time segments. This portlet can be used as a management and governance tool to review aggregate hours posted to investments by time period. -
The Time by Investment portlet displays time logged to investments for all investments the logged in user has security rights to view using data from timeslices. It is capable of displaying the data by annual, quarterly, monthly, weekly, and daily segments with totals per date also being presented. The portlet may can be filtered by investment, resource OBS, and time segments. This portlet can be used as a management and governance tool to review aggregate hours posted to investments by time period. -
The Time by Assignment portlet displays time logged to assignments for all investments the logged in user has security rights to view - pulling data from the timeslices. It is capable of displaying the data by weekly, monthly or quarterly segments. The portlet may also be filtered by investment and resource OBS. -
The Projects Within Baseline Finish portlet displays all projects that have a baseline and presents them in a pie chart. This portlet provides management with a way to quickly view the number of projects that are on time. The user may filter by OBS and finish date. -
The Projects That Should Be Closed portlet displays all projects that have been created before the specified filter date and has had no new time, tasks, or risks/issues updated after the dates specified in the filter. This can assist in identifying projects that are completed or cancelled and should be closed. The table below describes the available columns in the portlet. Column Label Description Project Name Name of the project PM Manager of the project Created Date Created Date of the project Start Start Date of the project Finish Finish Date of the project Created Date Check Identifies if the project meets the Created Before (Days) filter Risks/Issues Check Identifies if the project meets the Risk/Issues – Days Back filter Task Check Identifies if the project meets the Task – Days Back filter Time Check Identifies if the project meets the Time – Days Back filter Project Check Identifies if the project meets the portlet filter Criteria id Internal code used by the query -
The Program Executive Dashboard portlet displays information regarding sub-projects on a program. It provides a one-stop place for the PMO or management to view all critical information about projects under a specific program. The portlet displays status indicators, dates for late items, variances and days over base, it also displays the project status fields from the Status Report sub-object. -
The My Issues portlet displays all issues within active project that the logged in user is assigned to. The portlet provides the logged in user a single place to view issues across multiple projects without having to go into each project individually. The filter then allows the user to narrow their search by Issue ID, Issue Name, Project ID, Project Name, and Issue Status. You may also narrow the view to display issues with a target resolution date within a certain date range. -
The My Issues portlet displays all issues within active project that the logged in user is assigned to. The portlet provides the logged in user a single place to view issues across multiple projects without having to go into each project individually. The filter then allows the user to narrow their search by Issue ID, Issue Name, Project ID, Project Name, and Issue Status. You may also narrow the view to display issues with a target resolution date within a certain date range.
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The My Assignments portlet will display the assignments for the logged in user - pulling data from the timeslices. It is used as a quick reference for the users to view their assignments across all of the projects. The portlet also displays work posted against the task, expressed in Actuals, and remaining work to be done, expressed as an Estimate to Complete (ETC). The Effort Variance reflects what the ETC variance is compared to the last current baseline of the project. -
The Late Milestones portlet displays all action items related to active projects that the logged in user has view rights to. The milestones displayed are those that are not closed but are past their finish date or past their baseline finish date. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. This portlet provides a single consolidated view of late milestones based on the current project baseline, and the age of the milestone. The portlet will display the Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (calculated from baseline dates), and Days Old (calculated from today’s date). -
The Resource Data Issues portlet is used to identify data exceptions related to resource setup. This portlet helps to identify where resources are missing key data or are possibly sitting in an exception state. This view will show resources that have one or many exceptions, including inactive resources. There is no security built into this portlet - all resources will show. The only required field in the filter is Days, which is the number of days since the user last logged in. The user may also narrow the results by resource, 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.
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The Dashboard: Baseline Comparison portlet compares multiple baselines on a single project. The portlet is added to the dashboard page of a project and will pull in both baselines for that project and perform a comparison between the two. This portlet provides a quick way for project managers to view the differences between their baselines, especially if they have multiple members updating the project. -
The Allocation Compliance by Person (Project Manager) portlet gives a view of resource allocation compliance for active resources on the team of an investment the logged in user is the manager for. It allows the PM to see resources on their project over the coming months and whether they are over or under allocated. This portlet leverages the daily allocation and daily availability slices as well as only active investments. The portlet provides filters for specific dates, filtering by resource ID, and resource name may also be added. -
The All Incidents portlet shows all Incidents the user has view rights on and provides a single view to increase ease of management. Status indicators provide a quick overview of incident statuses so a user may prioritize. The filter then allows the user to narrow their search using date ranges and/or resources assigned. Other alternatives for filtering include the status, urgency, priority or impact of the Incident. -
The All Assignments portlet displays resource assignments across multiple projects. Currently, assignment information displayed for the project, in OWB, or MSP is limited to a single project. This portlet will provide a single view of the assigned data for all assignments across multiple projects. The portlet displays project actuals and estimates from the project (datamart tables). The Days Late field is calculated by the baseline date, while the Days Old field is calculated by today's date. Note: Only the projects that the user has viewer rights to will show up in the list. Filters provide the PM, RM, and individual resource the ability to monitor work progress across multiple projects. For example: ~ PMs can filter for all assignments that were to be completed by a given date but still have "Started" or "Not Started" status. ~ If multiple projects are utilizing the same resource, the PM or RM can filter for assignments utilizing that specific resource to prevent over-utilization. ~ A resource may filter for all assignments assigned to them, providing a picture of their total body of work. -
Very seldom will an organization only deliver using Agile. Some work lends itself better in using Waterfall. The need for a dual operating model will drive the need for a deliberate tooling architecture that will usually include a PPM and an Agile tool. -
When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft. -
When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft.
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The Task-At-A-Glance Notes portlet provides a view of project tasks and assignments in an easy to read format, similar to popular sticky – note applications. This portlet will display all tasks on a project, ‘pinning’ them to a dashboard. Each task will include the resources assigned to them, as well as the ETCs left for the resource, and the actuals that they have posted. Each sticky note allows you to link to the task details, as well as the resource assignment details. In addition to important assignment detail, each pin on the individual task’s note indicates if the task finishes before the baseline (green), or if it is going to finish after the baseline (red). -
The Task-At-A-Glance Notes portlet provides a view of project tasks and assignments in an easy to read format, similar to popular sticky – note applications. This portlet will display all tasks on a project, ‘pinning’ them to a dashboard. Each task will include the resources assigned to them, as well as the ETCs left for the resource, and the actuals that they have posted. Each sticky note allows you to link to the task details, as well as the resource assignment details. In addition to important assignment detail, each pin on the individual task’s note indicates if the task finishes before the baseline (green), or if it is going to finish after the baseline (red).
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The Program Dashboard Sub-Project Status portlet gives the ability to view the most recent status report for all sub-projects on a program. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. This portlet displays each sub-project, type of status, and the symbol related to the severity. -
The Program Dashboard Sub-Project Status portlet gives the ability to view the most recent status report for all sub-projects on a program. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. This portlet displays each sub-project, type of status, and the symbol related to the severity.
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The Program Dashboard Sub-Project Status portlet gives the ability to view the most recent status report for all sub-projects on a program. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. This portlet displays each sub-project, type of status, and the symbol related to the severity.
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The Program Dashboard Sub-Project Open Risks portlet gives the ability to view all risks on the sub-projects of a program that are not closed or resolved. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. The portlet sorts the issues first by value, in descending order, and then by target date. It displays the sub-project name, risk name, owner, target date, status, probability, impact and value. -
The Program Dashboard Sub-Project Open Risks portlet gives the ability to view all risks on the sub-projects of a program that are not closed or resolved. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. The portlet sorts the issues first by value, in descending order, and then by target date. It displays the sub-project name, risk name, owner, target date, status, probability, impact and value.
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The Program Dashboard Sub-Project Open Risks portlet gives the ability to view all risks on the sub-projects of a program that are not closed or resolved. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. The portlet sorts the issues first by value, in descending order, and then by target date. It displays the sub-project name, risk name, owner, target date, status, probability, impact and value.
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This Project Variances portlet provides a project manager a consolidated view of all of their active projects and open project tasks and shows them the baseline variance for the task EAC’s and the task start and finish dates. This gives the project manager a single place to view and manage how their projects are progressing against their baselines. The PM can easily detect when projects are running behind and pinpoint which tasks are causing the variance in the schedule. -
This Project Variances portlet provides a project manager a consolidated view of all of their active projects and open project tasks and shows them the baseline variance for the task EAC’s and the task start and finish dates. This gives the project manager a single place to view and manage how their projects are progressing against their baselines. The PM can easily detect when projects are running behind and pinpoint which tasks are causing the variance in the schedule.
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This portlet shows the project costs by Month. The information displayed includes:- Start Date for project
- End Date for project
- Budgeted Cost
- Planned Cost
- Actual Hours
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This configuration and accompanying process allows users to capture Financial and Non-Financial (Metrics, Soft, etc.) Benefit in a custom sub-object, then programmatically create an out-of-the-box Benefit Plan with just the Financial Portion from the custom sub-object. The solution is comprised of:- Sub-Object (Benefit Plan Details, Parent = Project)
- Process: Create Benefit Plan (uses sub-object as primary input, native BP is output)
- Process: Update sql - Cost Benefit Plans (one-time script to update Projects)
- Ensure on the Benefit Details List view the Planned and Realized Amounts are displayed
- Modifying the Create Benefit Plan Process in support of a BP naming convention consistent with local PMO Practices
- Modifying the Create Benefit Plan Process to link the BP to the Cost Plan of Record
- Creating a Portlet that pulls together rows of data from the sub-object across multiple projects in a summarized view as well as a detailed view
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This configuration and accompanying process allows users to capture Financial and Non-Financial (Metrics, Soft, etc.) Benefit in a custom sub-object, then programmatically create an out-of-the-box Benefit Plan with just the Financial Portion from the custom sub-object. The solution is comprised of:
- Sub-Object (Benefit Plan Details, Parent = Project)
- Process: Create Benefit Plan (uses sub-object as primary input, native BP is output)
- Process: Update sql - Cost Benefit Plans (one-time script to update Projects)
- Ensure on the Benefit Details List view the Planned and Realized Amounts are displayed
- Modifying the Create Benefit Plan Process in support of a BP naming convention consistent with local PMO Practices
- Modifying the Create Benefit Plan Process to link the BP to the Cost Plan of Record
- Creating a Portlet that pulls together rows of data from the sub-object across multiple projects in a summarized view as well as a detailed view
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This portlet displays Actual Time by Project over a span of time. It supports Annual, Quarterly, Monthly, and Weekly time periods. The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type. -
This portlet displays Actual Time by Project over a span of time. It supports Annual, Quarterly, Monthly, and Weekly time periods. The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type.
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This portlet displays Actual Time by Project over a span of time. It supports Annual, Quarterly, Monthly, and Weekly time periods. The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type.
