We’ve got four new Power BI reports available upon request for users with a RegoXchange subscription to theWorX.

In addition to the latest Power BI reports and Oracle workflow processes, RegoXchange houses hundreds of existing portlets, training material, reports, technical tricks, and workflows designed to help users increase the value of Clarity PPM without developing from scratch.

Here’s a quick overview of the latest additions:

task.png Power BI Report: Project Manager – Resource Compliance

This report provides project managers a single place to view Compliance status for various critical KPIs. All the KPIs are depicted in various visualizations, including the following:

  • Unfilled Demand: this donut chart gives you the count of roles (within projects) that are not filled by resources.
  • Number of New Team Members: this scorecard displays the count of new team members added to the projects.
  • Resource Constraints: a donut chart that gives you the count of overutilized and underutilized resources
  • Un-submitted Time: a dial gauge that shows the count of resources that did not submit time
  • Stale Tasks: a dial gauge that displays the count of tasks that are past their due date
  • Status Report Compliance: a dial gauge that displays the compliance of status reports for various projects.

You can further narrow your search by Project Manager.
Request it here.


task.png Power BI Report: Project Budget vs Planned vs Actual by Month

This report provides Project Managers a single place to view Project Budget, Planned, and Actual Cost for multiple projects. This clustered bar chart shows Project Budget vs Planned vs Actual by Month over a period of time. You can drill down to the investment level by selecting a particular bar within the chart. Narrow your search by OBS Type & Path, Project(s), Project Manager, Month, Start and End Date.

Request it here.


task.png Power BI Report: Resource Manager – Compliance

This report provides resource managers a single place to view Compliance status for various critical KPIs which are depicted in the following visualizations:

  • Pending Approval: a scorecard that displays the numbers of resources whose timesheets are not approved.
  • Employee Type Counts: a pie chart that shows the number of resources per employment type, such as FTE or Contractor
  • Task Performance: a pie chart that displays the number of resources by performance status. For example:
    • Stale – Task finish date is less than today’s date
    • Critical – Task Baseline finish date is less than today’s date
    • Late – (Task Finish date – Task Baseline finish date) > 5
    • Early – (Task Baseline Finish date – Task finish date) > 5
    • On Time – (Task Baseline Finish date – Task finish date)

Request it here.


task.png Power BI Report: Resource Manager – Demand

This report provides resource managers a single place to view demand status for a role:

  • Open Request from Start Date is a pie chart that displays the number of open requests made for the selected role for a given duration from Allocation Start Date.
    • Green – Open request from Start Date is greater than 2 weeks
    • Yellow – Open request from Start Date is greater than 1 week and less than 2 weeks
    • Red – Open request from Start Date is less than 1 week

Request it here. 


Be sure to check the RegoXchange library regularly for the latest updates and additions. Subscribe to our blog for more PPM news.

 

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