RegoXchange
  • A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
  • A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
  • A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
  • This portlet displays the monthly allocation per resource. The PM can view by the RM or the resource to get the data for monthly resource allocations. The table below describes the available filter fields in the portlet.
    Column Label Description
    Work Effort Manager Manager of the Investment the Work Effort is on
    Work Effort Active Active status of the Investment the Work Effort is on
    Resource Resource’s Name
    Internal Resource ID Resource’s ID
    Zero Allocation Show Allocations that equal zero
    Open for Time Entry Is the Resource Open for Time Entry
    Resource Active Resource’s Active status
    Role Resource’s Primary Role
    OBS Unit Resource’s OBS
    Start Allocation Start Time to filter by
    End Allocation Finish time to filter by
       
  • This portlet displays the monthly allocation per resource. The PM can view by the RM or the resource to get the data for monthly resource allocations. The table below describes the available filter fields in the portlet.
    Column Label Description
    Work Effort Manager Manager of the Investment the Work Effort is on
    Work Effort Active Active status of the Investment the Work Effort is on
    Resource Resource’s Name
    Internal Resource ID Resource’s ID
    Zero Allocation Show Allocations that equal zero
    Open for Time Entry Is the Resource Open for Time Entry
    Resource Active Resource’s Active status
    Role Resource’s Primary Role
    OBS Unit Resource’s OBS
    Start Allocation Start Time to filter by
    End Allocation Finish time to filter by
       
  • This portlet displays the monthly allocation per resource. The PM can view by the RM or the resource to get the data for monthly resource allocations. The table below describes the available filter fields in the portlet.
    Column Label Description
    Work Effort Manager Manager of the Investment the Work Effort is on
    Work Effort Active Active status of the Investment the Work Effort is on
    Resource Resource’s Name
    Internal Resource ID Resource’s ID
    Zero Allocation Show Allocations that equal zero
    Open for Time Entry Is the Resource Open for Time Entry
    Resource Active Resource’s Active status
    Role Resource’s Primary Role
    OBS Unit Resource’s OBS
    Start Allocation Start Time to filter by
    End Allocation Finish time to filter by
       
  • Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Over Allocation • By Project • By People • Project Resource Details • No Allocations by Project • No Allocations by People The main .rpt file will access data through the Data Warehouse.
  • Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Over Allocation • By Project • By People • Project Resource Details • No Allocations by Project • No Allocations by People The main file will access data through custom queries created via Rego Odata connector.
  • This is the same portlet as the out of the box Weekly Detail with an additional filter element for Program (multiple select).  Portlet displays resource allocations graphically for each project in the specified program(s), for the next six weekly periods.  Portlet filterable by numerous project, resource, and assignment attributes.  Graphical representation shows Resource Availability Threshold and Allocation in hours, as a mouse-over.
  • This is the same portlet as the out of the box Weekly Detail with an additional filter element for Program (multiple select).  Portlet displays resource allocations graphically for each project in the specified program(s), for the next six weekly periods.  Portlet filterable by numerous project, resource, and assignment attributes.  Graphical representation shows Resource Availability Threshold and Allocation in hours, as a mouse-over.
  • The Allow PM to Give Certain Rights modification allows the project manager to delegate rights (chosen by the administrator on the PM Rights object) on his or her projects. This modification eliminates the need for project managers to request additional rights through the PMO/management and simplifies the entire process for everyone involved. The system administrator is able to customize the PM Rights object to pick which rights should be granted to users by the process. The process begins when a change is made on the newly created “Grant / Revoke” field on the project object. The process will then grant or revoke (depending on what option is selected) any rights listed in the PM Rights object to the user in the “Assign PM Rights” field on the project object.
  • The Allow PM to Give Certain Rights modification allows the project manager to delegate rights (chosen by the administrator on the PM Rights object) on his or her projects. This modification eliminates the need for project managers to request additional rights through the PMO/management and simplifies the entire process for everyone involved. The system administrator is able to customize the PM Rights object to pick which rights should be granted to users by the process. The process begins when a change is made on the newly created “Grant / Revoke” field on the project object. The process will then grant or revoke (depending on what option is selected) any rights listed in the PM Rights object to the user in the “Assign PM Rights” field on the project object.
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