RegoXchange
  • The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:
    • PMs may have several critical tasks that were supposed to start on a certain date.  To verify progress, they filter for that start date to perform a review of the tasks.
    • PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
    • PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)
    The table below describes the available columns in the portlet. The first 10 are configured in the default view:
    Column Label Description
    Project ID Unique project identifier
    Project Name Name of the project
    Project Manager Manager of the project
    Task Name Name of the task
    Task Status Not Started, Started, or Completed
    Task Start Start Date of this task
    Task Finish Finish Date of this task
  • The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:
    • PMs may have several critical tasks that were supposed to start on a certain date.  To verify progress, they filter for that start date to perform a review of the tasks.
    • PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
    • PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)
    The table below describes the available columns in the portlet. The first 10 are configured in the default view:
    Column Label Description
    Project ID Unique project identifier
    Project Name Name of the project
    Project Manager Manager of the project
    Task Name Name of the task
    Task Status Not Started, Started, or Completed
    Task Start Start Date of this task
    Task Finish Finish Date of this task
  • The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:
    • PMs may have several critical tasks that were supposed to start on a certain date.  To verify progress, they filter for that start date to perform a review of the tasks.
    • PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
    • PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)
    The table below describes the available columns in the portlet. The first 10 are configured in the default view:
    Column Label Description
    Project ID Unique project identifier
    Project Name Name of the project
    Project Manager Manager of the project
    Task Name Name of the task
    Task Status Not Started, Started, or Completed
    Task Start Start Date of this task
    Task Finish Finish Date of this task
  • 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 Status Reports is a grid report that provides project managers a single place to current status report for a single project or across multiple projects. This report provides project information such as ID, Name, Manager, Status, Status report KPI’s (Report overall status, Cost and Effort status, Schedule status & Scope Status) and Portfolio Name. You can further narrow your search by OBS Type, OBS Path, Project Name, Project Manager, Status, Overall Status and Portfolio Name.
  • The All Status Reports portlet displays any published Status Report related to a project or across multiple projects. The filter then allows the user to narrow their search by Project Manager, Project, Status or Overall Status Category (overall, cost & effort, scope or schedule).  The user may also select if they wish to view only current Status Reports, or to include historical reports as well. The portlet provides the project manager a single place to view all of the status reports without having to go into each project individually, and allows for more efficient management and reporting across projects. Note: Only the projects that the user has view rights to will show up in the list.
  • The All Status Reports portlet displays any published Status Report related to a project or across multiple projects. The filter then allows the user to narrow their search by Project Manager, Project, Status or Overall Status Category (overall, cost & effort, scope or schedule).  The user may also select if they wish to view only current Status Reports, or to include historical reports as well. The portlet provides the project manager a single place to view all of the status reports without having to go into each project individually, and allows for more efficient management and reporting across projects. Note: Only the projects that the user has view rights to will show up in the list.
  • The All Status Reports portlet displays any published Status Report related to a project or across multiple projects. The filter then allows the user to narrow their search by Project Manager, Project, Status or Overall Status Category (overall, cost & effort, scope or schedule).  The user may also select if they wish to view only current Status Reports, or to include historical reports as well. The portlet provides the project manager a single place to view all of the status reports without having to go into each project individually, and allows for more efficient management and reporting across projects. Note: Only the projects that the user has view rights to will show up in the list.
  • All Skills report provides project managers a single place to view number of resources having a particular skill and its detailed information. This report contains a bar graph and a grid. Top Skills by Resource:  Bar graph that displays # of resources having a particular skill. Y- Axis represents various skills available in the system. Resource and Skill details grid:  Grid that displays information such as Skill, its parent skill, Skill path, Skill Description, Resource having that skill & his proficiency and interest level in that skill. You can further narrow your search by Parent Skills, Skills and Resource.
  • The All Skills portlet displays active skills available in the skills hierarchy, thus providing visibility to these values, without requiring administrative rights to be granted to the user. Viewing the skills list together in one view will allow the user to easily determine which skills they wish to add to their profile. The user may filter by Skill Name, or for skills associated with a particular parent skill.
  • The All Skills portlet displays active skills available in the skills hierarchy, thus providing visibility to these values, without requiring administrative rights to be granted to the user. Viewing the skills list together in one view will allow the user to easily determine which skills they wish to add to their profile. The user may filter by Skill Name, or for skills associated with a particular parent skill.
  • The All Skills portlet displays active skills available in the skills hierarchy, thus providing visibility to these values, without requiring administrative rights to be granted to the user. Viewing the skills list together in one view will allow the user to easily determine which skills they wish to add to their profile. The user may filter by Skill Name, or for skills associated with a particular parent skill.
  • 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 Risks report provides the project manager a single place to view risks across multiple projects. This report displays Project Information such as ID & Name, Risk Information such as its ID, Category, Owner, Status, Probability, Impact, Priority, Created Date, Target Resolution Date & Days Open. You can further narrow your search by Risk Status, Risk Name, Risk Category, Risk Impact, Risk Priority, Risk Owner, Project Name and Project Manager.
  • The All Risks portlet displays all risks related to active projects that the logged in user has view rights to access.  The portlet provides the project manager a single place to view risks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays Project ID, Project, Risk ID, Risk, Category, Assigned to, Status, Probability, Impact, Priority, Target Resolution Date, and Days opened. The filter allows narrowing down of the risks by several different criteria. Note: Only the projects that the user has viewer rights to see will show up in the list.
  • The All Risks portlet displays all risks related to active projects that the logged in user has view rights to access.  The portlet provides the project manager a single place to view risks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays Project ID, Project, Risk ID, Risk, Category, Assigned to, Status, Probability, Impact, Priority, Target Resolution Date, and Days opened. The filter allows narrowing down of the risks by several different criteria. Note: Only the projects that the user has viewer rights to see will show up in the list.
  • The All Risks portlet displays all risks related to active projects that the logged in user has view rights to access.  The portlet provides the project manager a single place to view risks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays Project ID, Project, Risk ID, Risk, Category, Assigned to, Status, Probability, Impact, Priority, Target Resolution Date, and Days opened. The filter allows narrowing down of the risks by several different criteria. Note: Only the projects that the user has viewer rights to see will show up in the list.
  • 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 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.
  • The All Issues portlet displays all Issues related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view issues across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The filter then allows the user to narrow their search by Issue ID, Issue Name, Project ID, Project Name, the individual to whom the issue is assigned, and Issue Status. You may also narrow the view to display issues with a target resolution date within a certain date range, or Issues associated with a particular Category or OBS unit. Note: Only the projects that the user has viewer rights to will show up in the list.
  • The All Issues portlet displays all Issues related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view issues across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The filter then allows the user to narrow their search by Issue ID, Issue Name, Project ID, Project Name, the individual to whom the issue is assigned, and Issue Status. You may also narrow the view to display issues with a target resolution date within a certain date range, or Issues associated with a particular Category or OBS unit. Note: Only the projects that the user has viewer rights to will show up in the list.
  • The All Issues portlet displays all Issues related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view issues across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The filter then allows the user to narrow their search by Issue ID, Issue Name, Project ID, Project Name, the individual to whom the issue is assigned, and Issue Status. You may also narrow the view to display issues with a target resolution date within a certain date range, or Issues associated with a particular Category or OBS unit. Note: Only the projects that the user has viewer rights to will show up in the list.
  • 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 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.
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