RegoXchange
  • A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
  • A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
  • “Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project.  Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work?  The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria.  This portlet checks that table, and sets the Missing Rate attribu
  • This is the same portlet as the out of the box Weekly Detail with an additional filter element for Program (multiple select).  Portlet displays resource allocations graphically for each project in the specified program(s), for the next six weekly periods.  Portlet filterable by numerous project, resource, and assignment attributes.  Graphical representation shows Resource Availability Threshold and Allocation in hours, as a mouse-over.
  • This is the same portlet as the out of the box Weekly Detail with an additional filter element for Program (multiple select).  Portlet displays resource allocations graphically for each project in the specified program(s), for the next six weekly periods.  Portlet filterable by numerous project, resource, and assignment attributes.  Graphical representation shows Resource Availability Threshold and Allocation in hours, as a mouse-over.
  • This grid displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project.
  • This grid displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project.
  • This grid displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project.
  • This view depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion.  Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis.  This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet.  The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates.
  • This view depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion.  Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis.  This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet.  The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates.
  • This view depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion.  Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis.  This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet.  The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates.
  • This portlet depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion.  Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis.  This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet.   The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates.  The OBS summary totals show on a single line, but can be clicked (+) to roll out the details behind each OBS total.
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