RegoXchange
  • The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure.  The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
  • The Time by Task portlet displays time logged to tasks 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, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.
  • The Time by Task portlet displays time logged to tasks 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, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.
  • The Time by Task portlet displays time logged to tasks 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, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.
  • 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 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 Within Baseline Effort portlet will display all projects’ baseline effort in a pie chart by three different categories: Out of Baseline, Within Baseline, and Within 10% of Baseline. This portlet is used by the PMO to provide management with a snapshot of all projects and their baselines.
  • The Projects Within Baseline Effort portlet will display all projects’ baseline effort in a pie chart by three different categories: Out of Baseline, Within Baseline, and Within 10% of Baseline. This portlet is used by the PMO to provide management with a snapshot of all projects and their baselines.
  • 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 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 Projects Marked for Deletion portlet displays information about projects that are currently pending deletion but excludes templates and programs. This portlet provides an easy way to view all projects that are marked for deletion before the background job actually erases them. The portlet provides all necessary information as well as the project manager in case there are questions about why the project was marked for deletion.
  • The Projects Marked for Deletion portlet displays information about projects that are currently pending deletion but excludes templates and programs. This portlet provides an easy way to view all projects that are marked for deletion before the background job actually erases them. The portlet provides all necessary information as well as the project manager in case there are questions about why the project was marked for deletion.
  • The Projects Marked for Deletion portlet displays information about projects that are currently pending deletion but excludes templates and programs. This portlet provides an easy way to view all projects that are marked for deletion before the background job actually erases them. The portlet provides all necessary information as well as the project manager in case there are questions about why the project was marked for deletion.
  • The Projects by Stage and Manager portlet displays all active projects (excluding programs), with a project stage and project manager. The portlet color codes the different stages that and counts the number of projects in each stage by project manager. This portlet provides a quick snapshot of all projects with stage details so the PMO may get an overview of where certain projects are sitting with each Project Manager.
  • The Projects by Stage and Manager portlet displays all active projects (excluding programs), with a project stage and project manager. The portlet color codes the different stages that and counts the number of projects in each stage by project manager. This portlet provides a quick snapshot of all projects with stage details so the PMO may get an overview of where certain projects are sitting with each Project Manager.
  • The Projects by Stage and Manager portlet displays all active projects (excluding programs), with a project stage and project manager. The portlet color codes the different stages that and counts the number of projects in each stage by project manager. This portlet provides a quick snapshot of all projects with stage details so the PMO may get an overview of where certain projects are sitting with each Project Manager.
  • 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.
  • The Project Attachments portlet displays all attachments located on every project, regardless of security rights. This portlet is useful for not only the PM, but also the PMO to determine if a document has been uploaded for the toll gating process. It will also display the folder type, folder path, folder name, and file name. You have the ability to filter by project name, code, file name or file name.
  • The Project Attachments portlet displays all attachments located on every project, regardless of security rights. This portlet is useful for not only the PM, but also the PMO to determine if a document has been uploaded for the toll gating process. It will also display the folder type, folder path, folder name, and file name. You have the ability to filter by project name, code, file name or file name.
  • The Project Attachments portlet displays all attachments located on every project, regardless of security rights. This portlet is useful for not only the PM, but also the PMO to determine if a document has been uploaded for the toll gating process. It will also display the folder type, folder path, folder name, and file name. You have the ability to filter by project name, code, file name or file name.
  • 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 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 PM Dashboard portlet provides an overview of all projects for which the user is the Project Manager without navigating to and opening each project individually. All critical information related to the project status is displayed in this portlet. Status indicators display the project’s statuses. Graphical stoplights and numbers provide an overview of all late Action items, Issues, Risks, Tasks, and Milestones.
  • 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 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 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 My Allocations portlet will display the allocations for the logged in user - pulling data from the timeslices.  It is used as a quick reference for the users to view their allocations across all of the projects where their allocation is greater than 0 for the specified date range the user wants.  This will display both active and inactive projects.
  • The My Allocations portlet will display the allocations for the logged in user - pulling data from the timeslices.  It is used as a quick reference for the users to view their allocations across all of the projects where their allocation is greater than 0 for the specified date range the user wants.  This will display both active and inactive projects.
  • The Missing Time by OBS portlet displays all missing or late timesheets for resources staffed within a specific OBS.   Resources will be included if they are open for time entry, have the track mode of ‘Clarity’ and have a timesheet that is not posted. The portlet accommodates for hire and termination dates.  Also, the portlet only shows resources that the active user has the security rights to view. Administrators and the Project Management Office may use this portlet to determine the timesheet status of all resources within a specific OBS in open time periods. This portlet allows a user to quickly search by OBS and view all timesheets under that area. After selecting the OBS, the user can also filter on time period start date, Resource Manager and/or Project Manager. The portlet will display a ‘Stop Light’ indicator based on timesheet status, the status, period start, Resource Name, Resource Manager and any actual hours entered for the timesheet.
  • The Late Tasks portlet provides a Project Manager the ability to view and track tasks across multiple projects with due dates in the past.  This portlet provides a single consolidated view of late tasks, their task start and finish date, and ETCs remaining for the task.  Also displayed is the number of days that the Task Finish Date is different from the current baseline finish date (Days Late) as well as the number of days that have passed beyond the task finish date and the current date (Days Old). The user will see all tasks associated with the projects to which they have access.
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