RegoXchange
  • The Hours and Cost by Vendor – Grid portlet displays vendor hour or costs by month grouped by vendor.  Using this portlet, management is provided with a quick overview of vendor costs or hours by month for a set of time without running a report or navigating to each resource individually. This portlet uses the monthly actual timeslices.  The user may filter by vendor, vendor ID, date, and hours/cost in addition to the start/finish and hours/cost. Once populated, the grid will display all vendors that currently have hours/cost for the selected time frame.
  • The Hours and Cost by Vendor - Graph portlet displays vendor hour or costs by month.  Using this portlet, management is provided with a graphical representation of vendor costs or hours by month for a set of time without running a report or navigating to each resource individually. This portlet uses the monthly actual timeslices.  Additionally, the user must select a date range and whether to display hours or costs. Once populated, the graph will display all vendors that currently have hours and cost for the selected date range.
  • The Hours and Cost by Vendor - Graph portlet displays vendor hour or costs by month.  Using this portlet, management is provided with a graphical representation of vendor costs or hours by month for a set of time without running a report or navigating to each resource individually. This portlet uses the monthly actual timeslices.  Additionally, the user must select a date range and whether to display hours or costs. Once populated, the graph will display all vendors that currently have hours and cost for the selected date range.
  • The Financial Summary by Charge Code – Grid portlet displays yearly charge code financial information across all projects.  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 – Grid portlet displays yearly charge code financial information across all projects.  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 My Documents on Projects portlet displays all of the documents the user has uploaded to projects. This portlet provides the user a single place to view documents across multiple projects without having to go into each project individually. This is efficient and time saving for the user. The filter allows the user to narrow their search by Project, File Name, Active Projects and Description.  You may also narrow the view to display documents with a created date within a certain date range. Note: In v13, clicking the file name will link to the collaboration tab where the document resides.
  • The My Documents on Projects portlet displays all of the documents the user has uploaded to projects. This portlet provides the user a single place to view documents across multiple projects without having to go into each project individually. This is efficient and time saving for the user. The filter allows the user to narrow their search by Project, File Name, Active Projects and Description.  You may also narrow the view to display documents with a created date within a certain date range. Note: In v13, clicking the file name will link to the collaboration tab where the document resides.
  • The Product Risk by Goal portlet displays a count of active products by goal with a sub-count by risk. The graph is color-coded by risk rating:
    • 1-33 – Green
    • 34-66 – Yellow
    • 67-100 – Red
    The portlet provides a quick overview of the risk rating for each product within each goal.
  • The Time by Stage and Timescale – Grid portlet displays hours for all tasks on projects by their stage for a user-defined time period. The user may narrow the results by time scale, resource OBS unit, and dates. The portlet not only provides the total hours per stage, but also the percentage of time spent on each task type. This portlet pulls data from the timeslices.  Using this portlet, management can determine if excess time is being spent on a certain task stage within a project.
  • The Application Cost by Year portlet displays the active application cost by year, summarized by goal. The application cost is pulled from the application's planned cost and is displayed by year, with colors representing each application goal. This portlet provides management with a quick overview of all application costs without having to navigate to each application individually.
  • The Application Risk by Goal portlet displays a count of active applications by goal with a sub-count by risk. The graph is color-coded by risk rating:
    • 1-33 – Green
    • 34-66 – Yellow
    • 67-100 – Red
    The portlet provides a quick overview of the risk rating for each application within each goal.
  • The Product Cost by Year portlet displays active product cost by year, summarized by goal. The product cost is pulled from the product’s planned cost and is displayed by year, with colors representing each product goal. This portlet provides management with a quick overview of all product costs without having to navigate to each product individually.
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