Project Management Archives - Page 4 of 33 - RegoXchange

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All Transactions

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The All Transactions portlets have the capability to display any transaction within the system. Transactions from any type of investment can be viewed on this page. There are two version of this process:

All Transactions (with security) – this will display rows only where the logged in resource has access to cost plans for projects or ideas. The portlet will check instance, OBS and global rights.
All Transactions (without security) – will display all rows, regardless of cost plan access rights.

By default, there are numerous filter options displayed, such as transaction dates, transaction class and cost type. The table below describes the available columns in the portlet.

Column Label	Description
ID	An unique identifier for each row displayed in the portlet.
Transaction Date	The data the transaction has been coded to.
Time Period Start	For transactions arising from timesheet entries, this will show the start period of the timesheet.
Time Period Finish	For transactions arising from timesheet entries, this will show the finish period of the timesheet.
Project Code	The ID of the investment.
Project Name	The name of the investment.
Task ID	The ID of the investment task where the actual cost has been assigned.
Task Name	The name of the investment task where the actual cost has been assigned.
Cost Center Credit	The department assigned to the resource where a cost needs to be credited.
Project Manager	The resource managing the investment.
Resource ID	The ID for the resource that has been assigned the cost.
Rate (Standard)	The rate for the cost.
Invoice Number	The invoice number. May come from a manual transaction or may be imported from a financial system integration.
PO #	The purchase order number. May come from a manual transaction or may be imported from a financial system integration.
Vendor Code	The vendor code that has been listed against the transaction.
Cost Centre Charge To	The department assigned to the resource where a cost needs to be charged.
Cost Type	Indicates whether the transaction is capital or operating.
Charge Code	The charge code assigned to the transaction as per the Clarity Charge Code list.
Transaction Type	Labour, Expense, Equipment or Material.
Transaction Class	The transaction class assigned to the transaction as per the Clarity transaction class list.
Transaction Amount	Rate x Quantity.
Quantity	The number of units.
Notes	Free text field for the transaction.

Allocation Compliance by PM (Power BI)

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Allocation Compliance by PM report provides project managers a single place to view Available hours, Allocation Hours and Allocation Percentage of Investment Team Resources. It considers the investments of selected project manager and it displays the following: Allocation Details Grid: Displays Resource and its Allocated hours, Available hours and Allocation percentage (Allocated hours/Available Hours) Allocation Percent by Resource: Column chart that displays Allocation Percentage for various resources during the selected Time frame. You can further narrow your search by Project Manager & Month Start Date range.

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Allocation Compliance for PM – Oracle

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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.

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Allocation Compliance for PM – Postgres

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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.

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Allocation Compliance for PM – SQL

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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.

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Allocation Compliance for PM (JS Report)

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Allocation Compliance for PM report gives a view of resource Allocation percentage for active resources on the team of an investment for a selected Investment Manager. It allows the PM to see resources on their project over the coming months and whether they are over or under allocated. Allocation Percentage is calculated as (‘Allocated Hours’ / ‘Available Hours’) * 100. User can further narrow their search Month Start Date and Investment Manager. User can use exact dates or relative dates for Month Start Date filter parameter.

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Allocation Compliance Pie Chart (JS Report)

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Allocation Compliance Pie Chart provides the resource manager a single place to view the Allocation compliance information in the form of a Pie chart. Allocation Compliance is calculated based on the value of 'Availability to Allocation Hours %'. Allocation Compliance is 'Under Allocated (Less Than 80%)' WHEN 'Availability to Allocation Hours %’ is less than 80. Allocation Compliance is 'Appropriately Allocated (Between 80-120%)' WHEN 'Availability to Allocation Hours %' is between 80 and 120. Allocation Compliance is 'Over Allocated (Over 120%)' WHEN 'Availability to Allocation Hours %' is greater than 120. User can further narrow their search by Resource Is Active?, OBS Type, OBS Path, Allocation Start Date, Investment Name and Resource Manager. User can use exact dates or relative dates for Allocation Start Date filter parameter.

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Allocation Details by Work Effort Manage – Oracle

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This portlet displays the monthly allocation per resource. The PM can view by the RM or the resource to get the data for monthly resource allocations. The table below describes the available filter fields in the portlet.

Column Label	Description
Work Effort Manager	Manager of the Investment the Work Effort is on
Work Effort Active	Active status of the Investment the Work Effort is on
Resource	Resource’s Name
Internal Resource ID	Resource’s ID
Zero Allocation	Show Allocations that equal zero
Open for Time Entry	Is the Resource Open for Time Entry
Resource Active	Resource’s Active status
Role	Resource’s Primary Role
OBS Unit	Resource’s OBS
Start	Allocation Start Time to filter by
End	Allocation Finish time to filter by

Allocation Details by Work Effort Manage – Postgres

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This portlet displays the monthly allocation per resource. The PM can view by the RM or the resource to get the data for monthly resource allocations. The table below describes the available filter fields in the portlet.

Column Label	Description
Work Effort Manager	Manager of the Investment the Work Effort is on
Work Effort Active	Active status of the Investment the Work Effort is on
Resource	Resource’s Name
Internal Resource ID	Resource’s ID
Zero Allocation	Show Allocations that equal zero
Open for Time Entry	Is the Resource Open for Time Entry
Resource Active	Resource’s Active status
Role	Resource’s Primary Role
OBS Unit	Resource’s OBS
Start	Allocation Start Time to filter by
End	Allocation Finish time to filter by

Allocation Details by Work Effort Manage – SQL

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This portlet displays the monthly allocation per resource. The PM can view by the RM or the resource to get the data for monthly resource allocations. The table below describes the available filter fields in the portlet.

Column Label	Description
Work Effort Manager	Manager of the Investment the Work Effort is on
Work Effort Active	Active status of the Investment the Work Effort is on
Resource	Resource’s Name
Internal Resource ID	Resource’s ID
Zero Allocation	Show Allocations that equal zero
Open for Time Entry	Is the Resource Open for Time Entry
Resource Active	Resource’s Active status
Role	Resource’s Primary Role
OBS Unit	Resource’s OBS
Start	Allocation Start Time to filter by
End	Allocation Finish time to filter by

Allocations by Program – Weekly Detail – Oracle

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This is the same portlet as the out of the box Weekly Detail with an additional filter element for Program (multiple select). Portlet displays resource allocations graphically for each project in the specified program(s), for the next six weekly periods. Portlet filterable by numerous project, resource, and assignment attributes. Graphical representation shows Resource Availability Threshold and Allocation in hours, as a mouse-over.

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Allocations by Program – Weekly Detail – SQL

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This is the same portlet as the out of the box Weekly Detail with an additional filter element for Program (multiple select). Portlet displays resource allocations graphically for each project in the specified program(s), for the next six weekly periods. Portlet filterable by numerous project, resource, and assignment attributes. Graphical representation shows Resource Availability Threshold and Allocation in hours, as a mouse-over.

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Allow PM to Give Certain Rights – Oracle

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The Allow PM to Give Certain Rights modification allows the project manager to delegate rights (chosen by the administrator on the PM Rights object) on his or her projects. This modification eliminates the need for project managers to request additional rights through the PMO/management and simplifies the entire process for everyone involved. The system administrator is able to customize the PM Rights object to pick which rights should be granted to users by the process. The process begins when a change is made on the newly created “Grant / Revoke” field on the project object. The process will then grant or revoke (depending on what option is selected) any rights listed in the PM Rights object to the user in the “Assign PM Rights” field on the project object.

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Allow PM to Give Certain Rights – Postgres

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The Allow PM to Give Certain Rights modification allows the project manager to delegate rights (chosen by the administrator on the PM Rights object) on his or her projects. This modification eliminates the need for project managers to request additional rights through the PMO/management and simplifies the entire process for everyone involved. The system administrator is able to customize the PM Rights object to pick which rights should be granted to users by the process. The process begins when a change is made on the newly created “Grant / Revoke” field on the project object. The process will then grant or revoke (depending on what option is selected) any rights listed in the PM Rights object to the user in the “Assign PM Rights” field on the project object.

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Allow PM to Give Certain Rights – SQL

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The Allow PM to Give Certain Rights modification allows the project manager to delegate rights (chosen by the administrator on the PM Rights object) on his or her projects. This modification eliminates the need for project managers to request additional rights through the PMO/management and simplifies the entire process for everyone involved. The system administrator is able to customize the PM Rights object to pick which rights should be granted to users by the process. The process begins when a change is made on the newly created “Grant / Revoke” field on the project object. The process will then grant or revoke (depending on what option is selected) any rights listed in the PM Rights object to the user in the “Assign PM Rights” field on the project object.

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An Architecture to Support a Dual Operating Delivery Model – RegoU 2024

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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.

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Assign Management Right to Team Members – Oracle

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This process grants Project Management instance rights to all of the project team members within the program hierarchy. Allows users to view management properties, roster and key tasks of the project. This also allows user view access to the project in Microsoft Project.

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Assign Management Right to Team Members – Postgres

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This process grants Project Management instance rights to all of the project team members within the program hierarchy. Allows users to view management properties, roster and key tasks of the project. This also allows user view access to the project in Microsoft Project.

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Assign Management Right to Team Members – SQL

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This process grants Project Management instance rights to all of the project team members within the program hierarchy. Allows users to view management properties, roster and key tasks of the project. This also allows user view access to the project in Microsoft Project.

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Assignment by Task Over Time (Power BI)

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Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis. This report displays Investment Name, Task Name, Resource Name and its monthly assignments. You can further narrow your search by OBS Type & Path, Investment Manager, Investment Name, and Year

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Assignments by Task Over Time – Oracle

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The Assignments by Task Over Time portlet displays all assignments by task for all resources using the timeslices. This portlet is useful for determining which tasks a user is assigned to or how many hours the user is assigned to a task. The user may filter on certain criteria that include: project name/ID, date range, resource name/ID, and resource OBS unit.

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Assignments by Task Over Time – Postgres

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The Assignments by Task Over Time portlet displays all assignments by task for all resources using the timeslices. This portlet is useful for determining which tasks a user is assigned to or how many hours the user is assigned to a task. The user may filter on certain criteria that include: project name/ID, date range, resource name/ID, and resource OBS unit.

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Assignments by Task Over Time – SQL

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The Assignments by Task Over Time portlet displays all assignments by task for all resources using the timeslices. This portlet is useful for determining which tasks a user is assigned to or how many hours the user is assigned to a task. The user may filter on certain criteria that include: project name/ID, date range, resource name/ID, and resource OBS unit.

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Assignments by Task Over Time (JS Report)

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Assignments by Task Over Time report display all assignments by task for all resources. Information can be drilled down to yearly, quarterly or monthly level. This report helps in determining the tasks a user is assigned to or how many hours a user is assigned to a task. You can further narrow your search by OBS Type & Path, Project ID, Project Name, Task Name, Assignment Resource, Is project Active?, Is Template? And Month End date.

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