RegoXchange
  • Learn about the various techniques and emerging methods companies are taking to capitalize Agile work. You'll learn how some companies are moving away from timesheets and using models based on story points and team rates to generate capitalization reporting.
  • Monthly Actuals -User View is a standard calendar view of actuals posted by logged in user on each day of the selected month. Actuals also includes timesheets that haven’t been submitted/posted yet. Actual hours on the report are tied to user's availability i.e. when user has 0 availability (Saturday/Sunday/Holiday) then actuals are greyed out.
  • 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 Revenue Forecast by Role portlet displays forecasted revenue by both resource and role on the given project, broken out by month. The table below describes the available filter fields in the portlet.
    Column Label Description
    Months Fiscal months to display
  • Calendar View report provides a view of Projects, Milestones or Tasks that has finish date within the user selected month. User has the flexibility to choose to Calendar view as Monthly or Weekly and also number of periods that needs to be displayed in the report. Report can be filtered to show only Projects or Milestones or Tasks with the checkboxes provided. It can also be further filtered using Project Manager and Project OBS parameters.
  • Monthly Actuals - Admin is a standard calendar view of actuals posted by a user on each day of the selected month. Actuals also includes timesheets that haven’t been submitted/posted yet. Actual hours on the report are tied to user's availability i.e. when user has 0 availability (Saturday/Sunday/Holiday) then actuals are also greyed out.
  • The Task-At-A-Glance Notes portlet provides a view of project tasks and assignments in an easy to read format, similar to popular sticky – note applications.  This portlet will display all tasks on a project, ‘pinning’ them to a dashboard.  Each task will include the resources assigned to them, as well as the ETCs left for the resource, and the actuals that they have posted.  Each sticky note allows you to link to the task details, as well as the resource assignment details. In addition to important assignment detail, each pin on the individual task’s note indicates if the task finishes before the baseline (green), or if it is going to finish after the baseline (red).
  • The Task-At-A-Glance Notes portlet provides a view of project tasks and assignments in an easy to read format, similar to popular sticky – note applications.  This portlet will display all tasks on a project, ‘pinning’ them to a dashboard.  Each task will include the resources assigned to them, as well as the ETCs left for the resource, and the actuals that they have posted.  Each sticky note allows you to link to the task details, as well as the resource assignment details. In addition to important assignment detail, each pin on the individual task’s note indicates if the task finishes before the baseline (green), or if it is going to finish after the baseline (red).
  • The Program Dashboard Sub-Project Status portlet gives the ability to view the most recent status report for all sub-projects on a program.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. This portlet displays each sub-project, type of status, and the symbol related to the severity.
  • The Program Dashboard Sub-Project Status portlet gives the ability to view the most recent status report for all sub-projects on a program.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. This portlet displays each sub-project, type of status, and the symbol related to the severity.
  • The Program Dashboard Sub-Project Status portlet gives the ability to view the most recent status report for all sub-projects on a program.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. This portlet displays each sub-project, type of status, and the symbol related to the severity.
  • The Program Dashboard Sub-Project Open Risks portlet gives the ability to view all risks on the sub-projects of a program that are not closed or resolved. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the dashboard tab. The portlet sorts the issues first by value, in descending order, and then by target date. It displays the sub-project name, risk name, owner, target date, status, probability, impact and value.
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