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
       
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