RegoXchange
  • Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio.
  • Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio.
  • Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio.
  • This allows users without admin access to see the timeslice settings and also allows the data to be exported to excel easily.  Many organizations like to document their timeslice settings which is a manual process as you cannot export the timeslice page to excel.  This allows them to periodically export the portlet results to excel to meet their documentation requirements.
  • This allows users without admin access to see the timeslice settings and also allows the data to be exported to excel easily.  Many organizations like to document their timeslice settings which is a manual process as you cannot export the timeslice page to excel.  This allows them to periodically export the portlet results to excel to meet their documentation requirements.
  • This allows users without admin access to see the timeslice settings and also allows the data to be exported to excel easily.  Many organizations like to document their timeslice settings which is a manual process as you cannot export the timeslice page to excel.  This allows them to periodically export the portlet results to excel to meet their documentation requirements.
  • Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule.  Portlet initially displays project data.  But there is a + sign toggle, which, when clicked, reveals task data, and the toggle becomes a – sign.  User can choose to Automatically Expand all levels from Options Icon>Configure>List Column Section>Options.  Portlet supports up to 10 levels of WBS.  Portlet filterable by project name and ID, OBS structure, manager name, active/inactive, and open for time entry.
  • Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule.  Portlet initially displays project data.  But there is a + sign toggle, which, when clicked, reveals task data, and the toggle becomes a – sign.  User can choose to Automatically Expand all levels from Options Icon>Configure>List Column Section>Options.  Portlet supports up to 10 levels of WBS.  Portlet filterable by project name and ID, OBS structure, manager name, active/inactive, and open for time entry.
  • Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule.  Portlet initially displays project data.  But there is a + sign toggle, which, when clicked, reveals task data, and the toggle becomes a – sign.  User can choose to Automatically Expand all levels from Options Icon>Configure>List Column Section>Options.  Portlet supports up to 10 levels of WBS.  Portlet filterable by project name and ID, OBS structure, manager name, active/inactive, and open for time entry.
  • This Allocation Compliance Drilldown Enhancement portlet is used in conjunction with the Allocation Compliance Pie Chart. Once the user selects a specific section of the chart, the Allocation Compliance Drilldown Enhancement will display a list of resources fulfilling that selection.  The Allocation Compliance list portlet shows the Resource Name, the Resource Manager, Availability, Allocated Hours and Allocation % for the selection. Note: The Allocation compliance pie chart is displayed first based on the filter selection i.e., Start Date, End Date and OBS. The pie chart is displayed as per the following three slices of the pie: Under Allocated (Less than 80%) Appropriately Allocated (Between 80-120%) Over Allocated (Above 120%) The slice of a pie can be clicked to display resource allocation compliance information in the Allocation Compliance List portlet, as described earlier. The table below describes the available columns in the Allocation Compliance list portlet. The first 5 are configured in the default view:
    Column Label Description
    Resource Name Name of the Resource
    Resource Manager Resource Manager
    Availability Resource Availability
    Allocated Resource Allocation
    Allocation % Resource Allocation %
    Res_id Unique identifier of the Resource
  • This Allocation Compliance Drilldown Enhancement portlet is used in conjunction with the Allocation Compliance Pie Chart. Once the user selects a specific section of the chart, the Allocation Compliance Drilldown Enhancement will display a list of resources fulfilling that selection.  The Allocation Compliance list portlet shows the Resource Name, the Resource Manager, Availability, Allocated Hours and Allocation % for the selection. Note: The Allocation compliance pie chart is displayed first based on the filter selection i.e., Start Date, End Date and OBS. The pie chart is displayed as per the following three slices of the pie: Under Allocated (Less than 80%) Appropriately Allocated (Between 80-120%) Over Allocated (Above 120%) The slice of a pie can be clicked to display resource allocation compliance information in the Allocation Compliance List portlet, as described earlier. The table below describes the available columns in the Allocation Compliance list portlet. The first 5 are configured in the default view:
    Column Label Description
    Resource Name Name of the Resource
    Resource Manager Resource Manager
    Availability Resource Availability
    Allocated Resource Allocation
    Allocation % Resource Allocation %
    Res_id Unique identifier of the Resource
  • This Allocation Compliance Drilldown Enhancement portlet is used in conjunction with the Allocation Compliance Pie Chart. Once the user selects a specific section of the chart, the Allocation Compliance Drilldown Enhancement will display a list of resources fulfilling that selection.  The Allocation Compliance list portlet shows the Resource Name, the Resource Manager, Availability, Allocated Hours and Allocation % for the selection. Note: The Allocation compliance pie chart is displayed first based on the filter selection i.e., Start Date, End Date and OBS. The pie chart is displayed as per the following three slices of the pie: Under Allocated (Less than 80%) Appropriately Allocated (Between 80-120%) Over Allocated (Above 120%) The slice of a pie can be clicked to display resource allocation compliance information in the Allocation Compliance List portlet, as described earlier. The table below describes the available columns in the Allocation Compliance list portlet. The first 5 are configured in the default view:
    Column Label Description
    Resource Name Name of the Resource
    Resource Manager Resource Manager
    Availability Resource Availability
    Allocated Resource Allocation
    Allocation % Resource Allocation %
    Res_id Unique identifier of the Resource
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