RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with creating Custom Investments in Clarity’s Modern User Experience.  The document reviews creating a Custom Investment Type and creating a Custom Investment Record.
  • The Dashboard: Baseline Comparison portlet compares multiple baselines on a single project. The portlet is added to the dashboard page of a project and will pull in both baselines for that project and perform a comparison between the two. This portlet provides a quick way for project managers to view the differences between their baselines, especially if they have multiple members updating the project.
  • The Dashboard: Baseline Comparison portlet compares multiple baselines on a single project. The portlet is added to the dashboard page of a project and will pull in both baselines for that project and perform a comparison between the two. This portlet provides a quick way for project managers to view the differences between their baselines, especially if they have multiple members updating the project.
  • The Dashboard: Baseline Comparison portlet compares multiple baselines on a single project. The portlet is added to the dashboard page of a project and will pull in both baselines for that project and perform a comparison between the two. This portlet provides a quick way for project managers to view the differences between their baselines, especially if they have multiple members updating the project.
  • The Dashboard:  Change Requests portlet gives an overview of all change requests on the project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet sorts the issues first by priority and then by target date. It displays the name, owner, status, target date, approved by, and the priority.
  • The Dashboard:  Change Requests portlet gives an overview of all change requests on the project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet sorts the issues first by priority and then by target date. It displays the name, owner, status, target date, approved by, and the priority.
  • The Dashboard:  Change Requests portlet gives an overview of all change requests on the project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet sorts the issues first by priority and then by target date. It displays the name, owner, status, target date, approved by, and the priority.
  • The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results.
  • The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results.
  • The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results.
  • The Dashboard:  Open Issues portlet gives an overview of all issues that are not closed or resolved for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet sorts the issues first by priority and then by target date. It displays the name, target date, owner, status and priority.
  • The Dashboard:  Open Issues portlet gives an overview of all issues that are not closed or resolved for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet sorts the issues first by priority and then by target date. It displays the name, target date, owner, status and priority.
  • The Dashboard:  Open Issues portlet gives an overview of all issues that are not closed or resolved for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet sorts the issues first by priority and then by target date. It displays the name, target date, owner, status and priority.
  • The Dashboard: Open Milestones portlet gives an overview of all milestones that are started or not started for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The milestones are sorted by Due Date. It displays the name, Due Date, Baseline Date, Days Late (Due Date – Baseline Date), and Days Old (Current Date – Due Date).
  • The Dashboard: Open Milestones portlet gives an overview of all milestones that are started or not started for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The milestones are sorted by Due Date. It displays the name, Due Date, Baseline Date, Days Late (Due Date – Baseline Date), and Days Old (Current Date – Due Date).
  • The Dashboard: Open Milestones portlet gives an overview of all milestones that are started or not started for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The milestones are sorted by Due Date. It displays the name, Due Date, Baseline Date, Days Late (Due Date – Baseline Date), and Days Old (Current Date – Due Date).
  • The Dashboard: Open Risks portlet gives an overview of all risks that are not closed or resolved for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet sorts the risks first by priority and then by target date.  It displays the name, owner, target date, probability impact, and priority.
  • The Dashboard: Open Risks portlet gives an overview of all risks that are not closed or resolved for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet sorts the risks first by priority and then by target date.  It displays the name, owner, target date, probability impact, and priority.
  • The Dashboard: Open Risks portlet gives an overview of all risks that are not closed or resolved for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet sorts the risks first by priority and then by target date.  It displays the name, owner, target date, probability impact, and priority.
  • The Dashboard: Phase Gantt portlet gives an overview of all WBS level 1 tasks or milestones for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet displays the name, and a graphical representation of the timeline for the phases. The date range may be configured by day, month, year, or quarter. The start date may also be configured to any date or a relative date (start of current month, start of next year, etc).
  • The Dashboard: Phase Gantt portlet gives an overview of all WBS level 1 tasks or milestones for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet displays the name, and a graphical representation of the timeline for the phases. The date range may be configured by day, month, year, or quarter. The start date may also be configured to any date or a relative date (start of current month, start of next year, etc).
  • The Dashboard: Phase Gantt portlet gives an overview of all WBS level 1 tasks or milestones for a single project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet displays the name, and a graphical representation of the timeline for the phases. The date range may be configured by day, month, year, or quarter. The start date may also be configured to any date or a relative date (start of current month, start of next year, etc).
  • The Dashboard: Programs Portfolios portlet is placed on the dashboard page of a project. This portlet will show any programs or portfolios the project is a subproject of. The portlet will display the name, code, connection type, manager, and start/finish dates.
  • The Dashboard: Programs Portfolios portlet is placed on the dashboard page of a project. This portlet will show any programs or portfolios the project is a subproject of. The portlet will display the name, code, connection type, manager, and start/finish dates.
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