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RegoXchange
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    Project Cost and Effort (Power BI)

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    The Project Cost and Effort report provides a structured view of project financials and effort by outlining the work breakdown hierarchy, including any related subprojects. Users can choose to display information at varying levels of detail, such as project, phase, task, or assignment, depending on reporting needs. The report includes key metrics like baseline values, actuals, estimates at completion, and projected variances for both cost and effort. This enables stakeholders to analyze performance, monitor spending and workload, and gain insight into how projects are tracking against expectations.
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  • Project Compliance Stalker – PM – SQL

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    The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports.
    Details

  • Project Compliance Stalker – PM – Postgres

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    The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports.
    Details

  • Project Compliance Stalker – PM – Oracle

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    The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports.
    Details

  • Project Close Process – All DB

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    This process will update the following on Projects: • Risk/Issues/Changes • Task Assignments • Task Data • Project Team Resources • Project Data • NOTE: The ability to remove the right is with the admin only
    Details

  • Project Change Request Count w Drilldown – SQL

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    The portlet, Project Change Request Count Pie with drill-down is a simple pie that displays the total count of projects in the pie. The slices are:
    • Projects with 0 change requests
    • Projects with 1 change request
    • Projects with 2-5 change requests
    • Projects with 5-10 change requests
    • Projects with over 10 change requests
    The drill down grid provides the details behind any of the slices.   Clicking on any of the segments, e.g. 11, redirects to the Projects with Change Requests portlet.
    Details

  • Project Change Request Count w Drilldown – Postgres

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    The portlet, Project Change Request Count Pie with drill-down is a simple pie that displays the total count of projects in the pie. The slices are:
    • Projects with 0 change requests
    • Projects with 1 change request
    • Projects with 2-5 change requests
    • Projects with 5-10 change requests
    • Projects with over 10 change requests
    The drill down grid provides the details behind any of the slices.   Clicking on any of the segments, e.g. 11, redirects to the Projects with Change Requests portlet.
    Details

  • Project Change Request Count w Drilldown – Oracle

    $0.00
    The portlet, Project Change Request Count Pie with drill-down is a simple pie that displays the total count of projects in the pie. The slices are:
    • Projects with 0 change requests
    • Projects with 1 change request
    • Projects with 2-5 change requests
    • Projects with 5-10 change requests
    • Projects with over 10 change requests
    The drill down grid provides the details behind any of the slices.   Clicking on any of the segments, e.g. 11, redirects to the Projects with Change Requests portlet.
    Details

  • Project Budget vs Planned vs Actual by Month (Power BI)

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    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.
    Details

  • Project Budget vs Planned vs Actual by Month (JS Report)

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    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. Project Managers can use this view to compare various costs for that project in a particular month. User can further narrow their search by OBS Type & Path, Is Project Active?, Fiscal Month Start Date, Investment Manager and Investment Name.
    Details

  • Project Budget vs Planned vs Actual by Month – SQL

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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
    This provides the PM with a one shot view of the total financials/actuals for the project. The Project name field is linked to the project properties page. In case of any adjustments, the PM can toggle b/w the portlet and the project with ease.  The user can filter on multiple projects, or projects by OBS, or by PMs, to view the data on the portlet.
    Details

  • Project Budget vs Planned vs Actual by Month – Postgres

    $0.00
    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
    This provides the PM with a one shot view of the total financials/actuals for the project. The Project name field is linked to the project properties page. In case of any adjustments, the PM can toggle b/w the portlet and the project with ease.  The user can filter on multiple projects, or projects by OBS, or by PMs, to view the data on the portlet.
    Details

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