RegoXchange
  • Imagine responding to Clarity PPM workflow tasks (like timesheet approvals, budget reviews, and stage gate decisions) directly from your email. No login required, yet all conversations, decisions, and even context from attachments and images are automatically - and securely - captured in Clarity. Sound like a dream? Join this class to learn how to save time and increase adoption with this easy innovation.
  • Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? Do you struggle with a lack of executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively manage resources through engaging leadership, RMOs, and using more dedicated resources. Learn about some best practices for driving effective resource management across your organization.
  • A Quick Reference Guide to create / manage Widgets.  You can add to any Grid view that supports them.  The five types are: Number Tile, Pie, Bar, Progress Ring, and Target.
  • A Quick Reference Guide on setting up Custom Investments in Clarity’s Modern UX.  Reviews setting up the Custom Investment, and creating Custom Investment Records.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creating and management of a project team in Clarity’s Modern User Experience.  The document reviews accessing teams, creating a team, allocating a team on an investment, as well as additional team related information.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creating a new project in Clarity’s Modern User Experience.  The document reviews this both in the Project Page and in the Project Tiles locations.
  • A Quick Reference Guide that reviews access to Project Tasks and Task To Dos in Clarity PPM’s Modern UX.
  • Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG.  In the last portion of this class we will walk through the high-level data model within the CA PPM database and walk through some basic NSQL portlets.  This is a more technical class focusing on basic configurations - designed for non-technical people (especially the last 3 hours of the day)
  • A presentation slide deck from Rego University 2022.   This document reviews the best practices for using Roadmaps in Clarity.
    • Before Getting Started
    • Do’s and Don’ts
    • Bells and Whistles to Leverage
     
  • This session will align you with best practices for using Clarity's resource management functionality. Come and learn about the OOTB capabilities for resource insights like allocations, assignments, availability, and more. Additionally, tips and tricks will be shared, providing you with a toolkit of ideas for your organization!
  • Do you want to know more about building integrations quickly and easily? We will also show Rego's data processor and extraction tool and how it can be used for all outbound file-based integrations to save money and time.
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