RegoXchange
  • The Resource Availability report provides visibility into each resource’s available capacity across projects. It allows users to view availability by resource, grouped by either resource manager or primary role, helping identify under- or over-utilized team members. The report can display data by week, month, or in total, and amounts can be viewed in hours or full-time equivalents (FTEs).
  • The Timesheet Detail report provides a detailed view of timesheet entries for each resource within a selected time period. It includes hours logged against tasks, other work, incidents, and indirect activities, displayed by day and in total. The report also captures any notes associated with each time entry, offering visibility into how time is allocated across different work types.
  • The Resource Forecasted Utilization Detail report provides a detailed view of resource utilization by showing availability, allocation, and assignment values at both the investment and task level. The report is grouped by resource and time period, with data displayed weekly or monthly, as well as in total. Values can be shown in hours or full-time equivalents (FTEs), supporting detailed analysis of workload and forecasted demand.
  • The Investment Assignments by Task report provides a detailed breakdown of effort at the task-assignment level for each investment. It displays both actuals and estimates for resource assignments, along with task status, percent complete, and assignment start and finish dates. Totals are available at the investment level, making it easy to analyze workload, progress, and effort distribution across tasks and resources.
  • The Project Status Summary report highlights the overall health and progress of a project by summarizing key information such as current stage, status indicators, major accomplishments, upcoming activities, and resource and cost consumption. It also visualizes risk concentration across categories and includes a high-level Gantt chart showing major phases and milestones. This report provides a clear snapshot of project performance for quick executive or stakeholder review.
  • The Resource Baseline vs. Plan by Employment Type report provides insight into how resource utilization compares to the original baseline. It displays baseline, actual, estimate, and variance values for each resource across investments, grouped by employment type—such as employees or contractors. The report includes monthly charts that compare baseline amounts to estimated-at-completion values, with data shown in either hours or full-time equivalents (FTEs). This enables clear visibility into performance and variances by employment category.
  • The Resource Forecasted Utilization report provides a high-level view of resource workload by displaying availability, allocation, and assignment amounts over time. Data can be viewed weekly, monthly, or in total, helping teams understand capacity and forecasted demand. Values are shown in either hours or full-time equivalents (FTEs), making it easy to compare utilization across resources and time periods.
  • “Rego Health Check” is a UI Friendly, Clarity Studio created add-in that allows environment administrators to create configurations which can be executed on a recurring basis to ensure the environment is running optimally. It allows the Clarity admin to run an Infrastructure Health Check and Status Summary, Application Health Check, and Business-related Checks.  This is a RegoLink product that is available for purchase.  The download materials provide more information on this product.  Contact your Rego Account Director for more information.
  • The Resource Time Summary and Detail report provides insight into timesheet hours and notes for each resource across selected time periods. Data can be grouped by resource manager, time period, or any OBS level to support flexible analysis. Interactive visuals allow easy tracking, monitoring, and review of resource time allocation.
  • The Capacity vs. Booking Status by OBS report includes three charts. The line chart displays capacity compared to demand, with demand distributed by booking status, and actuals by period. The pie charts display demand by booking status and demand by employment type. The report also includes a detail listing of resource capacity and demand at the booking status level across investments. The report can be grouped by any OBS level, providing visibility into resources at any level of the organization. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • Resource capacity amounts display if the resource has availability that is defined and meets the parameter criteria. • Resource demand allocation amounts display if the resource is allocated to at least one investment. Resource assignments are not required. • The Load Data Warehouse job must be run before you run this report. If the Data Warehouse is not populated, the report will not display any data. Also, most of the report parameters do not display options.
  • The Investment Change Request Register report displays comprehensive information for each investment change request. The report only includes investments where the Risk, Issues and Change modules are available. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • The investment must have at least one change request for the project to display in the report. • The change request properties must have fields such as description, change in cost, change in schedule, change in resources, category, expected close, approved by, approved date, and originating ID completed for them to display data in the report. The change request name, change request ID, priority, status, and owner are required in Classic PPM so they always display data. • The Load Data Warehouse job must be run before you run this report. If the Data Warehouse is not populated, the report will not display any data. Also, most of the report parameters do not display options.
  • The Investment Issue Register report displays comprehensive information for each investment issue. The report only includes investments where the Risk, Issues, and Change modules are available. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • The investment must have at least one issue for the project to display in the report. • The issue properties must have fields such as description, category, resolution, target resolution, impact date, and originating ID completed for them to display data in the report. The issue name, issue ID, priority, status, and owner are required in Classic PPM so they always display data. • The Load Data Warehouse job must be run before you run this report. If the Data Warehouse is not populated, the report will not display any data. Also, most of the report parameters do not display options.
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