RegoXchange
  • Resource Financial Settings portlet provides resource managers a single place to view financial settings of various resources. It is a grid portlet that displays Resource details such as Name, Email, Manager, Employment Type, Is Active?, Is Open for Time?, Resource Class, Transaction Class and Department. You can further narrow your search by Resource(s), Active, Open for Time, Employment Type, Resource Class, Transaction class and Department.
  • Bar Chart displays average percent variance for all active projects by OBS unit.  Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100.  Projects with no Budgeted Cost are ignored for the calculation.  Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance.  This yields the Average Percent Variance.  This calculation is performed for active projects in each OBS unit.  OBS units include all units at all levels where projects are attached.  Portlet filterable by OBS, Financial Status, and Financially Approved.  Vertical axis = OBS Unit Name.  Horizontal axis = Variance Percent.  Data value = Average Percent Variance.  Mouseover value = OBS Name + Average Variance Percent.
  • Bar Chart displays average percent variance for all active projects by OBS unit.  Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100.  Projects with no Budgeted Cost are ignored for the calculation.  Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance.  This yields the Average Percent Variance.  This calculation is performed for active projects in each OBS unit.  OBS units include all units at all levels where projects are attached.  Portlet filterable by OBS, Financial Status, and Financially Approved.  Vertical axis = OBS Unit Name.  Horizontal axis = Variance Percent.  Data value = Average Percent Variance.  Mouseover value = OBS Name + Average Variance Percent.
  • Bar Chart displays average percent variance for all active projects by OBS unit.  Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100.  Projects with no Budgeted Cost are ignored for the calculation.  Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance.  This yields the Average Percent Variance.  This calculation is performed for active projects in each OBS unit.  OBS units include all units at all levels where projects are attached.  Portlet filterable by OBS, Financial Status, and Financially Approved.  Vertical axis = OBS Unit Name.  Horizontal axis = Variance Percent.  Data value = Average Percent Variance.  Mouseover value = OBS Name + Average Variance Percent.
  • Pie Chart Portlet displays counts of active projects with various Stale ratings. Calculation is Percent Stale Tasks = number of open (not completed) tasks with a finish date over 15 days old, divided by total open tasks.  Filterable by OBS structure and project manager.  Data label = project count.  Mouse-over and Legend labels = stale rating.  More than 90% Stale means 90 to 100% of open tasks on a project have finish dates older than 15 days.  More than 71% Stale means 71 to 89% of open tasks on a project have finish dates older than 15 days.  0 - 70% Stale means fewer than 70% of open tasks on a project have finish dates older than 15 days.
  • Pie Chart Portlet displays counts of active projects with various Stale ratings. Calculation is Percent Stale Tasks = number of open (not completed) tasks with a finish date over 15 days old, divided by total open tasks.  Filterable by OBS structure and project manager.  Data label = project count.  Mouse-over and Legend labels = stale rating.  More than 90% Stale means 90 to 100% of open tasks on a project have finish dates older than 15 days.  More than 71% Stale means 71 to 89% of open tasks on a project have finish dates older than 15 days.  0 - 70% Stale means fewer than 70% of open tasks on a project have finish dates older than 15 days.
  • Pie Chart Portlet displays counts of active projects with various Stale ratings. Calculation is Percent Stale Tasks = number of open (not completed) tasks with a finish date over 15 days old, divided by total open tasks.  Filterable by OBS structure and project manager.  Data label = project count.  Mouse-over and Legend labels = stale rating.  More than 90% Stale means 90 to 100% of open tasks on a project have finish dates older than 15 days.  More than 71% Stale means 71 to 89% of open tasks on a project have finish dates older than 15 days.  0 - 70% Stale means fewer than 70% of open tasks on a project have finish dates older than 15 days.
  • The Milestone Task Dependency portlet shows the milestone task dependency count and has a drilldown to the details. The portlet looks at the dependency impact on milestones, and is not limited to just dependencies that are on different projects. The lag days calculation is based off of the maximum dependency impact and the drilldown portlet (Milestone Task Dependency Details :::: rego_milestone_dependency_det)shows the details for each.
  • The Milestone Task Dependency portlet shows the milestone task dependency count and has a drilldown to the details. The portlet looks at the dependency impact on milestones, and is not limited to just dependencies that are on different projects. The lag days calculation is based off of the maximum dependency impact and the drilldown portlet (Milestone Task Dependency Details :::: rego_milestone_dependency_det)shows the details for each.
  • Part of the Business Transformation collection, this bar-chart portlet displays investments and (if exists) any child investments, which are at risk with regard to the schedule of the investments.
  • Part of the Business Transformation collection, this bar-chart portlet displays investments and (if exists) any child investments, which are at risk with regard to the schedule of the investments.
  • Resource Availability – 4 Weeks is a grid portlet that displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks.  If % Available is negative, this indicates an over-allocation.  Zero% Average Availability indicates fully allocated (no remaining availability). Filterable by Role, Resource, Resource Type, Full-Time/Part-Time, Availability Range.  Contractor Type is a custom attribute (Lookup - String) created on the Resource object. It is attached to the lookup, Contractor Type (Lookup ID: REGO_CONTRACTOR_TYPE) that has static values Part Time (PT) and Full Time(FT).
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