RegoXchange
  • The Resources in Security Groups portlet shows security group information for resources. (Note: the information displayed is dependent on what the user has security rights to view.) The portlet displays the Group, Group ID, if the Group is active, Resource, User Name and User Status. This portlet also includes the ability to filter on a specific group or resource, by whether the group is active, by user status or OBS.
  • This portlet displays list of resources with OBS rights. This would be helpful for admins to know if a user can perform any actions on object instances of an OBS.
  • This portlet displays list of resources with OBS rights. This would be helpful for admins to know if a user can perform any actions on object instances of an OBS.
  • This portlet displays list of resources with OBS rights. This would be helpful for admins to know if a user can perform any actions on object instances of an OBS.
  • The Resource Vacation Details portlet allows a resource manager, or administrator, to see a resource’s calendar at a glance, displayed by week or month for a selected time period.  This portlet shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame.
  • The Resource Vacation Details portlet allows a resource manager, or administrator, to see a resource’s calendar at a glance, displayed by week or month for a selected time period.  This portlet shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame.
  • The Resource Vacation Details portlet allows a resource manager, or administrator, to see a resource’s calendar at a glance, displayed by week or month for a selected time period.  This portlet shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame.
  • The Resource Vacation portlet allows a resource manager to view a resource’s current annual vacation allowance, as set by the resource manager, against the resource’s vacation calendar hours and actual posted timesheet hours. This portlet is useful for determining the amount of hours a resource has requested off and has remaining. This portlet also ensures the resource has accounted for all annual vacation allowance hours in the calendar and has posted time for all past calendar request hours.
  • The Resource Vacation portlet allows a resource manager to view a resource’s current annual vacation allowance, as set by the resource manager, against the resource’s vacation calendar hours and actual posted timesheet hours. This portlet is useful for determining the amount of hours a resource has requested off and has remaining. This portlet also ensures the resource has accounted for all annual vacation allowance hours in the calendar and has posted time for all past calendar request hours.
  • The Resource Vacation portlet allows a resource manager to view a resource’s current annual vacation allowance, as set by the resource manager, against the resource’s vacation calendar hours and actual posted timesheet hours. This portlet is useful for determining the amount of hours a resource has requested off and has remaining. This portlet also ensures the resource has accounted for all annual vacation allowance hours in the calendar and has posted time for all past calendar request hours.
  • 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 Resource Time Review by Manager report provides visibility into timesheet entries for each resource, organized by investment manager or resource manager. It details hours entered by day and in total for each investment and time entry, helping managers monitor time allocation and utilization across their teams. This report supports effective oversight of resource effort and project participation.
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