RegoXchange
  • 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: Project Information portlet gives a set of high-level information about 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 displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish.
  • The Dashboard: Project Information portlet gives a set of high-level information about 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 displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish.
  • The Dashboard: Project Information portlet gives a set of high-level information about 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 displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish.
  • The Dashboard:  Project Status Single-line portlet gives an overview of the project overall status as well as the status indicators on the "current" status report object. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  This portlet displays the report date, symbols relating to the overall status, scope, schedule, cost/effort, and the overall explanation across a single line in the portlet.
  • The Dashboard:  Project Status Single-line portlet gives an overview of the project overall status as well as the status indicators on the "current" status report object. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  This portlet displays the report date, symbols relating to the overall status, scope, schedule, cost/effort, and the overall explanation across a single line in the portlet.
  • The Dashboard:  Project Status Single-line portlet gives an overview of the project overall status as well as the status indicators on the "current" status report object. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  This portlet displays the report date, symbols relating to the overall status, scope, schedule, cost/effort, and the overall explanation across a single line in the portlet.
  • This technical trick provides a supported method for removing team members from a project programmatically.  This is a XOG-based solution that might be called by a gel script in a process workflow.  Limitation is that the resource must NOT have actuals booked.
  • The Enhanced Time Tracking Stalker – Resource workflow process is used to notify resources who failed to submit a timesheet for the prior time period they must take action. The workflow checks for active resources (by using the hire and termination dates, their track mode and that they are open for time entry). Each resource who meet the criteria receives an email asking them to submit their outstanding timesheet(s). The email includes a table that contains this information: time period, timesheet status and any hours currently saved on the timesheet. All outstanding timesheets are included in the table with links to the timesheet in the Modern User Experience side of Clarity. This process helps to ensure the timely submission of timesheets.
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