RegoXchange
  • The Project Dependencies portlet displays all projects and their associated dependencies that the logged in user has rights to.  This can assist in scheduling and visualizing the breakout of dependencies. The table below describes the available columns in the portlet.
    Column Label Description
    Project ID ID of the project
    Project Name Name of the project
    Type Relationship to above project, Parent Project (P) or Sub Project (S)
    Manager Manager of the project
    Start Start Date of the project
    Finish Finish Date of the project
    Gantt Visualization of project timelines
    Sort Column Used to order the columns for proper display of the portlet
    dimkey Internal code used by the query
    Inv_hlth_int Internal code used by the query
    Link_dbid Internal code used by the query
    link_toggle Internal code used by the query
    rel_active Internal code used by the query
    rel_dbid Internal code used by the query
    rel_mgr_dbid Internal code used by the query
    rel_sort Internal code used by the query
       
  • The Project Dependencies portlet displays all projects and their associated dependencies that the logged in user has rights to.  This can assist in scheduling and visualizing the breakout of dependencies. The table below describes the available columns in the portlet.
    Column Label Description
    Project ID ID of the project
    Project Name Name of the project
    Type Relationship to above project, Parent Project (P) or Sub Project (S)
    Manager Manager of the project
    Start Start Date of the project
    Finish Finish Date of the project
    Gantt Visualization of project timelines
    Sort Column Used to order the columns for proper display of the portlet
    dimkey Internal code used by the query
    Inv_hlth_int Internal code used by the query
    Link_dbid Internal code used by the query
    link_toggle Internal code used by the query
    rel_active Internal code used by the query
    rel_dbid Internal code used by the query
    rel_mgr_dbid Internal code used by the query
    rel_sort Internal code used by the query
       
  • The Project Dependencies portlet displays all projects and their associated dependencies that the logged in user has rights to.  This can assist in scheduling and visualizing the breakout of dependencies. The table below describes the available columns in the portlet.
    Column Label Description
    Project ID ID of the project
    Project Name Name of the project
    Type Relationship to above project, Parent Project (P) or Sub Project (S)
    Manager Manager of the project
    Start Start Date of the project
    Finish Finish Date of the project
    Gantt Visualization of project timelines
    Sort Column Used to order the columns for proper display of the portlet
    dimkey Internal code used by the query
    Inv_hlth_int Internal code used by the query
    Link_dbid Internal code used by the query
    link_toggle Internal code used by the query
    rel_active Internal code used by the query
    rel_dbid Internal code used by the query
    rel_mgr_dbid Internal code used by the query
    rel_sort Internal code used by the query
       
  • This Bar Chart Portlet displays a vertical bar for every Practice (Resource OBS) per Month.  The bar represents the Utilization % (Resource Allocations divided by Resource Availability). Filters are provided for Resource OBS (Units and Descendants) and the date range to be displayed.
  • This Bar Chart Portlet displays a vertical bar for every Practice (Resource OBS) per Month.  The bar represents the Utilization % (Resource Allocations divided by Resource Availability). Filters are provided for Resource OBS (Units and Descendants) and the date range to be displayed.
  • View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time.
  • View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time.
  • View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time.
  • This portlet displays a Pie Chart of a Portfolio’s Realized Benefits partitioned into pie slices by the portfolio’s Investments’ Objectives. Clicking on any pie slice (Objective) drills-down into a portlet that lists the Investments that make up that slice.
  • This portlet displays a Pie Chart of a Portfolio’s Realized Benefits partitioned into pie slices by the portfolio’s Investments’ Objectives. Clicking on any pie slice (Objective) drills-down into a portlet that lists the Investments that make up that slice.
  • Pie Chart that aggregates Realized Benefit (Total Actual Benefit) by OBS for active projects.  Only a Benefit Plan associated with the Cost Plan of Record will return data. The filter allows you to select which OBS filter you prefer to use for this pie chart, however, only an OBS associated with Projects will return data.
  • Pie Chart that aggregates Realized Benefit (Total Actual Benefit) by OBS for active projects.  Only a Benefit Plan associated with the Cost Plan of Record will return data. The filter allows you to select which OBS filter you prefer to use for this pie chart, however, only an OBS associated with Projects will return data.
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