RegoXchange
  • This is a pie chart portlet to show realized benefits across the system by category, including a category for no category or unspecified.   Pie chart shows categories of realized benefits in its slices. Available filters:
    • Portfolio (required)
    • Manager
    • Stakeholder
    • Department
    • Category Filter (default to all)
    • Goal
    • Objective
    • Type
  • This is a pie chart portlet to show realized benefits across the system by category, including a category for no category or unspecified.   Pie chart shows categories of realized benefits in its slices. Available filters:
    • Portfolio (required)
    • Manager
    • Stakeholder
    • Department
    • Category Filter (default to all)
    • Goal
    • Objective
    • Type
  • The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.  This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.
    Column Label Description
    OBS OBS the resource(s) belong to
    Resource Full Name Resource’s First and Last Name
    Resource ID Resource’s ID
    First Name Resource’s First Name
    Last Name Resource’s Last Name
    Date Last Logged In Date the Resource last logged in
    Date Last Time Investment Updated Date the Resource last made an Investment update
    Resource Active The Resource’s active status
    Employment Type Resource’s Employment Type
    Financial Location Resource’s Financial Location
    Email Resource’s Email Address
    Date Last Time Financial Plans Edited Date the Resource last made a Financial Plan edit
    Date of last entry on a Timesheet Date the Resource last made an entry on a timesheet
    Created Date Date the resource was added to the system
    Date of Hire Resource’s Date of Hire
    Date of Termination Resource’s Date of Termination
    Financial Department Resource’s Financial Department
    Home Page Resource’s Home Page
    Language Default Language of the Resource
    Primary role Resource’s Primary Role
    Resource manager Resource’s Manager
    Track Mode Resource’s Track Mode
    User Name Resource’s Username
  • The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.  This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.
    Column Label Description
    OBS OBS the resource(s) belong to
    Resource Full Name Resource’s First and Last Name
    Resource ID Resource’s ID
    First Name Resource’s First Name
    Last Name Resource’s Last Name
    Date Last Logged In Date the Resource last logged in
    Date Last Time Investment Updated Date the Resource last made an Investment update
    Resource Active The Resource’s active status
    Employment Type Resource’s Employment Type
    Financial Location Resource’s Financial Location
    Email Resource’s Email Address
    Date Last Time Financial Plans Edited Date the Resource last made a Financial Plan edit
    Date of last entry on a Timesheet Date the Resource last made an entry on a timesheet
    Created Date Date the resource was added to the system
    Date of Hire Resource’s Date of Hire
    Date of Termination Resource’s Date of Termination
    Financial Department Resource’s Financial Department
    Home Page Resource’s Home Page
    Language Default Language of the Resource
    Primary role Resource’s Primary Role
    Resource manager Resource’s Manager
    Track Mode Resource’s Track Mode
    User Name Resource’s Username
  • The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.  This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.
    Column Label Description
    OBS OBS the resource(s) belong to
    Resource Full Name Resource’s First and Last Name
    Resource ID Resource’s ID
    First Name Resource’s First Name
    Last Name Resource’s Last Name
    Date Last Logged In Date the Resource last logged in
    Date Last Time Investment Updated Date the Resource last made an Investment update
    Resource Active The Resource’s active status
    Employment Type Resource’s Employment Type
    Financial Location Resource’s Financial Location
    Email Resource’s Email Address
    Date Last Time Financial Plans Edited Date the Resource last made a Financial Plan edit
    Date of last entry on a Timesheet Date the Resource last made an entry on a timesheet
    Created Date Date the resource was added to the system
    Date of Hire Resource’s Date of Hire
    Date of Termination Resource’s Date of Termination
    Financial Department Resource’s Financial Department
    Home Page Resource’s Home Page
    Language Default Language of the Resource
    Primary role Resource’s Primary Role
    Resource manager Resource’s Manager
    Track Mode Resource’s Track Mode
    User Name Resource’s Username
  • 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.
  • This is a graphic portlet that pulls the average schedule variance by OBS node of the project.  The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:
    1. OBS Type
    2. If the project is financially approved?
    3. Financial Status
  • This is a graphic portlet that pulls the average schedule variance by OBS node of the project.  The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:
    1. OBS Type
    2. If the project is financially approved?
    3. Financial Status
  • This is a graphic portlet that pulls the average schedule variance by OBS node of the project.  The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:
    1. OBS Type
    2. If the project is financially approved?
    3. Financial Status
  • The Customized Object/Portlet Views portlet displays all user edited object/portlet views and the resource(s) that have edited them.  This can assist in identifying users who need to be notified prior to publishing view changes. The table below describes the available columns on the object.
    Column Label Description
    Resource Name Name of the resource
    Resource ID ID of the resource
    Type Object or Portlet
    Portlet Code ID of the portlet
    Portlet Name Name of the portlet
    Object Associated Object
    Object View ID of the modified view on the object
    Object Code Internal code used by the query
    pkid Internal code used by the query
    portlet_dbid Database id of the portlet
    res_dbid Database id of the resource
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