RegoXchange
  • The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:
    • PMs may have several critical tasks that were supposed to start on a certain date.  To verify progress, they filter for that start date to perform a review of the tasks.
    • PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
    • PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)
    The table below describes the available columns in the portlet. The first 10 are configured in the default view:
    Column Label Description
    Project ID Unique project identifier
    Project Name Name of the project
    Project Manager Manager of the project
    Task Name Name of the task
    Task Status Not Started, Started, or Completed
    Task Start Start Date of this task
    Task Finish Finish Date of this task
  • The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:
    • PMs may have several critical tasks that were supposed to start on a certain date.  To verify progress, they filter for that start date to perform a review of the tasks.
    • PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
    • PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)
    The table below describes the available columns in the portlet. The first 10 are configured in the default view:
    Column Label Description
    Project ID Unique project identifier
    Project Name Name of the project
    Project Manager Manager of the project
    Task Name Name of the task
    Task Status Not Started, Started, or Completed
    Task Start Start Date of this task
    Task Finish Finish Date of this task
  • The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:
    • PMs may have several critical tasks that were supposed to start on a certain date.  To verify progress, they filter for that start date to perform a review of the tasks.
    • PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
    • PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)
    The table below describes the available columns in the portlet. The first 10 are configured in the default view:
    Column Label Description
    Project ID Unique project identifier
    Project Name Name of the project
    Project Manager Manager of the project
    Task Name Name of the task
    Task Status Not Started, Started, or Completed
    Task Start Start Date of this task
    Task Finish Finish Date of this task
  • 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.
  • 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.
  • 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.
  • 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 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 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).
Go to Top