RegoXchange
  • This portlet displays the projects by Stage in a pie chart. Every piece of the pie chart represents a stage of the Project Management methodology applied. The portlet also shows the number of projects on each stage. The legend displays all the different project stages appearing on the portlet. This portlet can be filtered to show only projects from a particular OBS unit or for a particular Project Manager.
  • The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet.
    Column Label Description
    Portlet Name Name of the portlet
    Portlet Code ID of the portlet
    Field Name Name of the attribute
    Field Code ID of the attribute
    Virtual Is the attribute virtual or not
    id Internal code used by the query
  • The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet.
    Column Label Description
    Portlet Name Name of the portlet
    Portlet Code ID of the portlet
    Field Name Name of the attribute
    Field Code ID of the attribute
    Virtual Is the attribute virtual or not
    id Internal code used by the query
  • This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs.
  • “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
  • The portlet shows the project spend to vendors by month.  The Vendor field picked on the portlet comes from the Vendor mentioned when creating the voucher (as displayed on the first screenshot).  This provides a nice view of identifying how much is spent by an organization on the vendor employees on their workforce.
  • Part of the Business Transformations collection, this portlet displays planned revenue as defined by a project whose goal is "Grow the business". It uses the Planned Revenue Query as a data provider.  This portlet provides a holistic overview of how many projects following the goal “Grow the Business” are Critical/ At Risk / On Track with regard to the planned revenue.
  • Part of the Business Transformation collection, this portlet displays count of the planned benefits (savings) per project manager. It also displays if any of the planned benefits are Critical/ At Risk / On Track, along with the total planned benefit amount.
  • Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by location of project. This provides the PM with a holistic view of benefits realized across the geographical locations.
  • Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments.  Portlet is a combination of Line Chart and Vertical Bar Charts.  It displays data for one or more portfolios depending on rights and filters.  Green Line represents Portfolio Target Benefits.  Light blue bar represents aggregation of investment Planned Benefits.  Dark blue bar represents aggregation of Investment Realized Benefits (actual benefits).  Filtering is available for Above or Below Waterline investments OR all portfolio Investments.  May also filter on Portfolio values as well as Plan values.  Filtering also available for Active vs Inactive Portfolios.
  • Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments.  Portlet is a combination of Line Chart and Vertical Bar Charts.  It displays data for one or more portfolios depending on rights and filters.  Green Line represents Portfolio Target Benefits.  Light blue bar represents aggregation of investment Planned Benefits.  Dark blue bar represents aggregation of Investment Realized Benefits (actual benefits).  Filtering is available for Above or Below Waterline investments OR all portfolio Investments.  May also filter on Portfolio values as well as Plan values.  Filtering also available for Active vs Inactive Portfolios.
  • Pie Chart displays counts of all projects by out-of-box Status Indicator attributes.  Filterable by OBS structure and Manager.  Data label displays count.  Mouse-over and Legend display Indicator name.  Chart also displays count for projects with no Indicator.
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