RegoXchange
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • The Timesheets by Resource portlet gives the ability to highlight the time periods where resources are working overtime or working less than 25 hours a week. The filter requires timesheet Start Date and End Date to be provided. Additionally, the information can be filtered by Resource, Resource ID, OBS Unit, Employment Type, Resource Manager, Open for Time, and Active status. This portlet displays Resource, Resource ID, Active (yes/no), Employment Type, Primary Role, Resource Manager, and Timesheet Hours Flag. The flags are set with the logic
    • Yellow = timesheets not posted / zero hour timesheets
    • Green = where number of hours posted is > 25 and less than 45
    • Red = where number of hours posted is < 25 or > 45
    The thresholds can, of course, be modified.
  • The Timesheets by Resource portlet gives the ability to highlight the time periods where resources are working overtime or working less than 25 hours a week. The filter requires timesheet Start Date and End Date to be provided. Additionally, the information can be filtered by Resource, Resource ID, OBS Unit, Employment Type, Resource Manager, Open for Time, and Active status. This portlet displays Resource, Resource ID, Active (yes/no), Employment Type, Primary Role, Resource Manager, and Timesheet Hours Flag. The flags are set with the logic
    • Yellow = timesheets not posted / zero hour timesheets
    • Green = where number of hours posted is > 25 and less than 45
    • Red = where number of hours posted is < 25 or > 45
    The thresholds can, of course, be modified.
  • The Timesheets by Resource portlet gives the ability to highlight the time periods where resources are working overtime or working less than 25 hours a week. The filter requires timesheet Start Date and End Date to be provided. Additionally, the information can be filtered by Resource, Resource ID, OBS Unit, Employment Type, Resource Manager, Open for Time, and Active status. This portlet displays Resource, Resource ID, Active (yes/no), Employment Type, Primary Role, Resource Manager, and Timesheet Hours Flag. The flags are set with the logic
    • Yellow = timesheets not posted / zero hour timesheets
    • Green = where number of hours posted is > 25 and less than 45
    • Red = where number of hours posted is < 25 or > 45
    The thresholds can, of course, be modified.
  • The Team Skills portlet 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.
  • The Team Skills portlet 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.
  • The Team Skills portlet 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.
  • The Timesheet Audit portlet displays timesheet information in order to perform an audit.  The only required data needed to search the portlet is start and finish date. Additionally, you may narrow the results by filtering by resource, resource ID, OBS Unit, resource manager, timesheet status, project, and task. The portlet provides reporting on the following:
    • Resource
    • Resource ID
    • Email Icon of Resource (So the reviewer can quickly email the Resource)
    • Resource is Active
    • Resource Open for Time
    • Time Period (Start and Finish Dates)
    • Timesheet Status
    • Is Adjustment (If the timesheet is adjusted)
    • Timesheet Modified Date
    • Timesheet Posted Date
    • Timesheet Submitted By
    • Timesheet Approved By
    • Project
    • Task
    • Proposed ETC Hours
    • Pending Actual Hours
    • Total Actual Hours
  • The Timesheet Audit portlet displays timesheet information in order to perform an audit.  The only required data needed to search the portlet is start and finish date. Additionally, you may narrow the results by filtering by resource, resource ID, OBS Unit, resource manager, timesheet status, project, and task. The portlet provides reporting on the following:
    • Resource
    • Resource ID
    • Email Icon of Resource (So the reviewer can quickly email the Resource)
    • Resource is Active
    • Resource Open for Time
    • Time Period (Start and Finish Dates)
    • Timesheet Status
    • Is Adjustment (If the timesheet is adjusted)
    • Timesheet Modified Date
    • Timesheet Posted Date
    • Timesheet Submitted By
    • Timesheet Approved By
    • Project
    • Task
    • Proposed ETC Hours
    • Pending Actual Hours
    • Total Actual Hours
  • The Timesheet Audit portlet displays timesheet information in order to perform an audit.  The only required data needed to search the portlet is start and finish date. Additionally, you may narrow the results by filtering by resource, resource ID, OBS Unit, resource manager, timesheet status, project, and task. The portlet provides reporting on the following:
    • Resource
    • Resource ID
    • Email Icon of Resource (So the reviewer can quickly email the Resource)
    • Resource is Active
    • Resource Open for Time
    • Time Period (Start and Finish Dates)
    • Timesheet Status
    • Is Adjustment (If the timesheet is adjusted)
    • Timesheet Modified Date
    • Timesheet Posted Date
    • Timesheet Submitted By
    • Timesheet Approved By
    • Project
    • Task
    • Proposed ETC Hours
    • Pending Actual Hours
    • Total Actual Hours
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