RegoXchange
  • The Project Cost Within Budget portlet shows all projects that are within or exceeding their budgets in a pie chart. The user may filter by OBS and finish dates to narrow the projects. This portlet provides management with a graphical representation of the overall status of cost on all projects.
  • The Project Cost Plan Variance displays the variance between the budget and cost plans for projects the logged in user has security rights to view.  The total for the Cost Plan that is marked as the Plan of Record for the project (Current Cost Plan Total), alongside the total for the current approved Budget Plan (Current Budget Plan Total). These two values are then compared in order to generate the total current Variance for the project. A positive amount in the Variance column indicates the project is under budget, while a negative amount indicates the project is over budget. Results may be filtered by: Project ID, Project Name, Manager, and whether the project is Active (Yes, No, All). By default, the portlet will display only Active projects.
  • The Project Cost Plan Variance displays the variance between the budget and cost plans for projects the logged in user has security rights to view.  The total for the Cost Plan that is marked as the Plan of Record for the project (Current Cost Plan Total), alongside the total for the current approved Budget Plan (Current Budget Plan Total). These two values are then compared in order to generate the total current Variance for the project. A positive amount in the Variance column indicates the project is under budget, while a negative amount indicates the project is over budget. Results may be filtered by: Project ID, Project Name, Manager, and whether the project is Active (Yes, No, All). By default, the portlet will display only Active projects.
  • The Project Cost Plan Variance displays the variance between the budget and cost plans for projects the logged in user has security rights to view.  The total for the Cost Plan that is marked as the Plan of Record for the project (Current Cost Plan Total), alongside the total for the current approved Budget Plan (Current Budget Plan Total). These two values are then compared in order to generate the total current Variance for the project. A positive amount in the Variance column indicates the project is under budget, while a negative amount indicates the project is over budget. Results may be filtered by: Project ID, Project Name, Manager, and whether the project is Active (Yes, No, All). By default, the portlet will display only Active projects.
  • The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports.
  • The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports.
  • The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports.
  • This process will update the following on Projects: • Risk/Issues/Changes • Task Assignments • Task Data • Project Team Resources • Project Data • NOTE: The ability to remove the right is with the admin only
  • The portlet, Project Change Request Count Pie with drill-down is a simple pie that displays the total count of projects in the pie. The slices are:
    • Projects with 0 change requests
    • Projects with 1 change request
    • Projects with 2-5 change requests
    • Projects with 5-10 change requests
    • Projects with over 10 change requests
    The drill down grid provides the details behind any of the slices.   Clicking on any of the segments, e.g. 11, redirects to the Projects with Change Requests portlet.
  • The portlet, Project Change Request Count Pie with drill-down is a simple pie that displays the total count of projects in the pie. The slices are:
    • Projects with 0 change requests
    • Projects with 1 change request
    • Projects with 2-5 change requests
    • Projects with 5-10 change requests
    • Projects with over 10 change requests
    The drill down grid provides the details behind any of the slices.   Clicking on any of the segments, e.g. 11, redirects to the Projects with Change Requests portlet.
  • The portlet, Project Change Request Count Pie with drill-down is a simple pie that displays the total count of projects in the pie. The slices are:
    • Projects with 0 change requests
    • Projects with 1 change request
    • Projects with 2-5 change requests
    • Projects with 5-10 change requests
    • Projects with over 10 change requests
    The drill down grid provides the details behind any of the slices.   Clicking on any of the segments, e.g. 11, redirects to the Projects with Change Requests portlet.
  • Project Budget vs Planned vs Actual by Month report provides the Project Managers a single place to view Project Budget, Planned and Actual Cost for multiple projects. This report displays Project Budget vs Planned vs Actual by Month in the form of clustered bar chart over a period of time. User can further drill down the information to investment level by selecting a particular bar within the chart. User can further narrow their search by OBS Type & Path, Project(s), Project Manager, Month Start and End Date.
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