RegoXchange
  • 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.
  • 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.
  • 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.
  • The Late Risks portlet displays all risks related to active projects that the logged in user has view rights to.  The risks displayed are those that are past their target resolution date but not Closed or Resolved.  The portlet provides a Project Manager the ability to view and track Risks across multiple projects without going into each project individually. This portlet displays the risk, the associated project name and project manager, as well as the risk owner, target resolution date, status, priority of the risk, and the total number of days the risk has been open.
  • The Late Risks portlet displays all risks related to active projects that the logged in user has view rights to.  The risks displayed are those that are past their target resolution date but not Closed or Resolved.  The portlet provides a Project Manager the ability to view and track Risks across multiple projects without going into each project individually. This portlet displays the risk, the associated project name and project manager, as well as the risk owner, target resolution date, status, priority of the risk, and the total number of days the risk has been open.
  • The Late Project Action Items portlet displays all action items related to active projects that the logged in user has view rights to.  The action items displayed are those that are past their due date with a status of “In Progress” or “Open”.   The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. In a single consolidated list, all late project action items can be easily viewed, along with the project with which they are associated, the individual assigned, and the owner of the action item.
  • The Late Project Action Items portlet displays all action items related to active projects that the logged in user has view rights to.  The action items displayed are those that are past their due date with a status of “In Progress” or “Open”.   The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. In a single consolidated list, all late project action items can be easily viewed, along with the project with which they are associated, the individual assigned, and the owner of the action item.
  • 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 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 Late Issues portlet displays all issues related to active projects that the logged in user has view rights to.  The issues displayed are those that are past their target resolution date but not Closed or Resolved.   The portlet provides a Project Manager the ability to view and track issues across multiple projects without going into each project individually. This portlet displays the issue, the associated project name and project manager, as well as the issue owner, target resolution date, status, and priority of the issue, along with the total number of days the issue has been open. The user has the ability to filter by several criteria in order to narrow down the late issues.
  • The Late Issues portlet displays all issues related to active projects that the logged in user has view rights to.  The issues displayed are those that are past their target resolution date but not Closed or Resolved.   The portlet provides a Project Manager the ability to view and track issues across multiple projects without going into each project individually. This portlet displays the issue, the associated project name and project manager, as well as the issue owner, target resolution date, status, and priority of the issue, along with the total number of days the issue has been open. The user has the ability to filter by several criteria in order to narrow down the late issues.
  • The Incident Notes portlet displays all of the notes that have been entered against Incidents in a single view.   This allows users to more efficiently look at the notes, regardless of security rights, without having to enter each incident individually to view them.
  • The Incident Notes portlet displays all of the notes that have been entered against Incidents in a single view.   This allows users to more efficiently look at the notes, regardless of security rights, without having to enter each incident individually to view them.
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