RegoXchange
  • This is a list of 12 typical maintenance items that should be completed for Clarity on an annual basis.  There is also a short list of items that should be completed periodically depending on client policies.
  • Resource Availability by Skill over Time is a grid portlet that provides Resource Managers a single place to view Resources’ skill sets along with their availability (hrs.) over a period of time. This report also displays the assigned Investments to date and the Actual hours to date for the Resource on those respective Investments. Users can further narrow their search by Skill Name, Resource Name, Project Manager, Start Date, End Date and Period Recurrence.
  • Resource Availability by Skill over Time is a grid portlet that provides Resource Managers a single place to view Resources’ skill sets along with their availability (hrs.) over a period of time. This report also displays the assigned Investments to date and the Actual hours to date for the Resource on those respective Investments. Users can further narrow their search by Skill Name, Resource Name, Project Manager, Start Date, End Date and Period Recurrence.
  • Resource Availability by Skill over Time is a grid portlet that provides Resource Managers a single place to view Resources’ skill sets along with their availability (hrs.) over a period of time. This report also displays the assigned Investments to date and the Actual hours to date for the Resource on those respective Investments. Users can further narrow their search by Skill Name, Resource Name, Project Manager, Start Date, End Date and Period Recurrence.
  • The Financial Summary by Charge Code - Graph portlet displays yearly charge code financial information across all projects in a bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow.   The depreciation is calculated based on a straight line method.  The user may filter on OBS unit and/or portfolio to narrow down the search results.
  • The Financial Summary by Charge Code - Graph portlet displays yearly charge code financial information across all projects in a bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow.   The depreciation is calculated based on a straight line method.  The user may filter on OBS unit and/or portfolio to narrow down the search results.
  • The Financial Summary by Charge Code - Graph portlet displays yearly charge code financial information across all projects in a bar graph. This portlet provides management with a snapshot of all projects’ financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow.   The depreciation is calculated based on a straight line method.  The user may filter on OBS unit and/or portfolio to narrow down the search results.
  • The Resource Map portlet is designed to display resource counts, by country, on a map of the world.  Clicking one of the resource markers on the map will display the total resource count for that country. Additionally, a link is provided that connects to a grid portlet which displays all resources that reside in that country. The ability to zoom in and out on areas of the world is available. Due to the requirements outlined in the Special Installation Instructions section, this portlet requires 2-3 Rego Consulting hours to install.  Further customization of the data on this map and its associated grid portlet may be requested.  Please contact us for more details.
  • The Program Dashboard Sub Project Action Items portlet display Action Items of Sub Projects in a Program.  The portlet will pull the "Action Items" from all the sub projects in the Program, and this information is placed on the Dashboard tab. This portlet displays each Project, name of the Action Item as mentioned in the Subject, and the resource who Created this Action Item. Assigned To field will display the resource to whom the Action Item has been Assigned. Due Date mentions the date the Action Item will be completed and the Priority level of the Action Item is a stoplight showing red, yellow and green for the different levels of priority. The table below describes the available columns in the portlet. The first 6 are configured in the default view:
    Column Label Description
    Project Name of the Project
    Subject Defines the name for Action Item
    Created By Resource who created the Action Item
    Assigned To Resource who the Action Item is Assigned to
    Due Date Date the Action Item is due for completion
    Prty Specifies the priority level of the Action Item
    Action Item ID Internal ID used by the query
    Created By ID Internal ID used by the query
    Created Date Date the Action Item was created
    Days Open No. of days the Status of Action Item has remained opened since it was created
    Priority Name Based on high, medium, or low priority with corresponding red, yellow, or green stoplights
    Project DB ID Internal ID used by the query
    Project ID Unique ID of the Project within Clarity
    Project Manager Project Manager
  • The Program Dashboard Sub Project Action Items portlet display Action Items of Sub Projects in a Program.  The portlet will pull the "Action Items" from all the sub projects in the Program, and this information is placed on the Dashboard tab. This portlet displays each Project, name of the Action Item as mentioned in the Subject, and the resource who Created this Action Item. Assigned To field will display the resource to whom the Action Item has been Assigned. Due Date mentions the date the Action Item will be completed and the Priority level of the Action Item is a stoplight showing red, yellow and green for the different levels of priority. The table below describes the available columns in the portlet. The first 6 are configured in the default view:
    Column Label Description
    Project Name of the Project
    Subject Defines the name for Action Item
    Created By Resource who created the Action Item
    Assigned To Resource who the Action Item is Assigned to
    Due Date Date the Action Item is due for completion
    Prty Specifies the priority level of the Action Item
    Action Item ID Internal ID used by the query
    Created By ID Internal ID used by the query
    Created Date Date the Action Item was created
    Days Open No. of days the Status of Action Item has remained opened since it was created
    Priority Name Based on high, medium, or low priority with corresponding red, yellow, or green stoplights
    Project DB ID Internal ID used by the query
    Project ID Unique ID of the Project within Clarity
    Project Manager Project Manager
  • The Program Dashboard Sub Project Action Items portlet display Action Items of Sub Projects in a Program.  The portlet will pull the "Action Items" from all the sub projects in the Program, and this information is placed on the Dashboard tab. This portlet displays each Project, name of the Action Item as mentioned in the Subject, and the resource who Created this Action Item. Assigned To field will display the resource to whom the Action Item has been Assigned. Due Date mentions the date the Action Item will be completed and the Priority level of the Action Item is a stoplight showing red, yellow and green for the different levels of priority. The table below describes the available columns in the portlet. The first 6 are configured in the default view:
    Column Label Description
    Project Name of the Project
    Subject Defines the name for Action Item
    Created By Resource who created the Action Item
    Assigned To Resource who the Action Item is Assigned to
    Due Date Date the Action Item is due for completion
    Prty Specifies the priority level of the Action Item
    Action Item ID Internal ID used by the query
    Created By ID Internal ID used by the query
    Created Date Date the Action Item was created
    Days Open No. of days the Status of Action Item has remained opened since it was created
    Priority Name Based on high, medium, or low priority with corresponding red, yellow, or green stoplights
    Project DB ID Internal ID used by the query
    Project ID Unique ID of the Project within Clarity
    Project Manager Project Manager
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