RegoXchange
  • Allocation Compliance Pie Chart provides the resource manager a single place to view the Monthly Resource Allocation compliance for all resources in the form of a Pie chart.  A separate Pie chart is displayed for each month. Allocation Compliance is calculated based on the value of 'Availability to Allocation Hours %'. Allocation Compliance is 'Under Allocated (Less Than 80%)' WHEN 'Availability to Allocation Hours %’ is less than 80. Allocation Compliance is 'Appropriately Allocated (Between 80-120%)' WHEN 'Availability to Allocation Hours %' is between 80 and 120. Allocation Compliance is 'Over Allocated (Over 120%)' WHEN 'Availability to Allocation Hours %' is greater than  120. User can further narrow their search by Resource Is Active? , OBS Type, OBS Path and Month Start Date. User can use exact dates or relative dates for Month Start Date filter parameter.
  • Projects by Stage and Manager report is a stacked bar chart that displays percentage of projects associated with project manager at a particular stage. Legend displays colors used to represent various Project Stages. This report provides to PMO a quick snapshot of where certain projects are sitting with each Project Manager. You can further narrow your search by Project Manager, Project Name, Is Project Active? , Is Template? And Is Program?
  • Projects by Status Indicator is a pie chart that displays count of projects by out of box Status Indicator attribute. Legend displays the colors associated with various Status Indicator values. Mouse over the pie chart slice displays the count of projects associated with that respective Status Indicator value. You can further narrow your search by OBS Path, Project Manager and Is Project Active?.
  • The Over/Under Allocation by Resource report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run.  The report will pull real-time data from the transaction tables in Clarity.  This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Over/Under Allocation by Resource report displays resource remaining capacity amounts by resource. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs.
  • The Communications Object allows a user to send an html-based email to all users on a project, in a security group, or to individual users directly from Clarity.  An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger and send the email. Auto Start Solution: An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger. On Demand Solution: All emails could be sent together as a broadcast communication by running the process manually from the Organizer. This process could also be scheduled to run on a specific time using Jobs The table below describes the available columns on the object.
    Column Label Description
    From Who the email is coming from
    Sent To Individual users the message should send to
    Send to Group Security groups the message should send to (users within the security groups)
    Message Project Team Should this message be sent to a project team
    Associated Investment If Message Project Team is checked, which project should the team list be pulled from
    Message Subject Subject line of the email
    Message Content Body of the email (html)
    Message date Internal code used by the query
    Either of the on-demand process or auto start process should be active at a time. The package provides two Processes: 1.  Send Notification (ID:rego_send_notification) This is an auto start process. The notification is sent immediately when a new entry is created on the Communication object. Only one email notification will be sent for one entry. Any updates to the same entry will not trigger any new notifications. 2.  Email Communication (ID:rego_email_comm) This is an on-demand process that could be run from the Organizer. This send notification to all the entries on the Communication objects for which a communication was not already sent. This process does not have a Primary object. The processes are designed to work both in Oracle and Postgres environment. If the DB vendor information from Properties.xml is Postgres the SQL query for Postgres will be called. If not, the default SQL is Oracle. Important Note: Either of the processes should be active for an Implementation. If both the processes are active the on-demand process has no effect and will never send any communication. All object entries have a sent flag which will be marked whenever a notification is sent. Both the processes set the same flag on the object instance. Only with admin DB rights this flag could be overwritten. Object Name:Communication Object ID: rego_communication Flag Attribute Name: Sent (Id: rego_sent)
  • The Communications Object allows a user to send an html-based email to all users on a project, in a security group, or to individual users directly from Clarity.  An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger and send the email. Auto Start Solution: An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger. On Demand Solution: All emails could be sent together as a broadcast communication by running the process manually from the Organizer. This process could also be scheduled to run on a specific time using Jobs The table below describes the available columns on the object.
    Column Label Description
    From Who the email is coming from
    Sent To Individual users the message should send to
    Send to Group Security groups the message should send to (users within the security groups)
    Message Project Team Should this message be sent to a project team
    Associated Investment If Message Project Team is checked, which project should the team list be pulled from
    Message Subject Subject line of the email
    Message Content Body of the email (html)
    Message date Internal code used by the query
    Either of the on-demand process or auto start process should be active at a time. The package provides two Processes: 1.  Send Notification (ID:rego_send_notification) This is an auto start process. The notification is sent immediately when a new entry is created on the Communication object. Only one email notification will be sent for one entry. Any updates to the same entry will not trigger any new notifications. 2.  Email Communication (ID:rego_email_comm) This is an on-demand process that could be run from the Organizer. This send notification to all the entries on the Communication objects for which a communication was not already sent. This process does not have a Primary object. The processes are designed to work both in Oracle and Postgres environment. If the DB vendor information from Properties.xml is Postgres the SQL query for Postgres will be called. If not, the default SQL is Oracle. Important Note: Either of the processes should be active for an Implementation. If both the processes are active the on-demand process has no effect and will never send any communication. All object entries have a sent flag which will be marked whenever a notification is sent. Both the processes set the same flag on the object instance. Only with admin DB rights this flag could be overwritten. Object Name:Communication Object ID: rego_communication Flag Attribute Name: Sent (Id: rego_sent)
  • The Communications Object allows a user to send an html-based email to all users on a project, in a security group, or to individual users directly from Clarity.  An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger and send the email. Auto Start Solution: An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger. On Demand Solution: All emails could be sent together as a broadcast communication by running the process manually from the Organizer. This process could also be scheduled to run on a specific time using Jobs The table below describes the available columns on the object.
    Column Label Description
    From Who the email is coming from
    Sent To Individual users the message should send to
    Send to Group Security groups the message should send to (users within the security groups)
    Message Project Team Should this message be sent to a project team
    Associated Investment If Message Project Team is checked, which project should the team list be pulled from
    Message Subject Subject line of the email
    Message Content Body of the email (html)
    Message date Internal code used by the query
    Either of the on-demand process or auto start process should be active at a time. The package provides two Processes: 1.  Send Notification (ID:rego_send_notification) This is an auto start process. The notification is sent immediately when a new entry is created on the Communication object. Only one email notification will be sent for one entry. Any updates to the same entry will not trigger any new notifications. 2.  Email Communication (ID:rego_email_comm) This is an on-demand process that could be run from the Organizer. This send notification to all the entries on the Communication objects for which a communication was not already sent. This process does not have a Primary object. The processes are designed to work both in Oracle and Postgres environment. If the DB vendor information from Properties.xml is Postgres the SQL query for Postgres will be called. If not, the default SQL is Oracle. Important Note: Either of the processes should be active for an Implementation. If both the processes are active the on-demand process has no effect and will never send any communication. All object entries have a sent flag which will be marked whenever a notification is sent. Both the processes set the same flag on the object instance. Only with admin DB rights this flag could be overwritten. Object Name:Communication Object ID: rego_communication Flag Attribute Name: Sent (Id: rego_sent)
  • Gain a financial view of your investments by comparing actuals to planned cost and planned benefit.  Report views include:
    • Financial Summary
    • Planned Benefit vs Actual Cost
    • Actuals vs Planned Costs
    Demo Video - https://www.youtube.com/watch?v=uyDSbbgG1O8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=2 The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • Master your pipeline as you prioritize, visualize, and analyze ideas, assess their feasibility, and track progress from inception to execution.  Report Views include:
    • Idea Bubble
    • Idea Details
    • Idea Funnel
    • Idea Gantt
    • Idea Overview
    • Idea Staff and Effort
    • Idea Status
    • Idea To Dos
    Demo Video - https://www.youtube.com/watch?v=xPSxOlrqEq8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=3 The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis.  Report Views include:
    • Change Requests
    • Cost Trend
    • Cost
    • Effort Trend
    • Effort
    • Hierarchy Summary
    • Investment Drill Thru
    • Investment Gantt
    • Issue Summary
    • Milestones
    • Risk Summary
    • Staff
    • Status Report Summary
    • Tasks
    Demo Video -  https://www.youtube.com/watch?v=UNByLAWJ2Nw&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=4 The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • Gain an overview of program-level performance, track program milestones, and assess overall program health.  Report Views include:
    • Change Requests
    • Program Costs Trend
    • Program Costs
    • Program Drill Thru
    • Program Effort
    • Program Gantt
    • Program Issues
    • Program Milestones
    • Program Risks
    • Program Staff
    • Program Status Reports
    • Program Summary
    • Program Tasks
    Demo Video -  https://www.youtube.com/watch?v=6VceDIFjp-g&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=5 The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams.  Report Views include:
    • Allocation Discrepancies
    • Resource Detail
    • Resource Skills
    • Resource Summary
    • Resource Tasks
    • Staffing Allocations
    • Staffing ETC
    Demo Video -  https://www.youtube.com/watch?v=0Rzwl1-jbck&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=6 The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
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