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This training document is a Rego Consulting Quick Reference Guide to assist with setting up financial plans for ideas in Clarity’s Modern User Experience. The document reviews Ideas Cost Plans and Idea Budget Plans. -
Part of the Business Transformation collection, this grid portlet displays idea details for all ideas (active and inactive) and all status conditions. This is an editable portlet based on the Ideas data provider. Filterable by OBS structure, Active/Inactive, and Status. -
Part of the Business Transformation collection, this grid portlet displays idea details for all ideas (active and inactive) and all status conditions. This is an editable portlet based on the Ideas data provider. Filterable by OBS structure, Active/Inactive, and Status.
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Part of the Business Transformation collection, this grid portlet displays idea details for all ideas (active and inactive) and all status conditions. This is an editable portlet based on the Ideas data provider. Filterable by OBS structure, Active/Inactive, and Status.
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Master your pipeline as you prioritize, visualize, and analyze ideas, assess their feasibility, and track progress from inception to execution. Report Views include: • Idea Bubble • Idea Details • Idea Funnel • Idea Gantt • Idea Overview • Idea Staff and Effort • Idea Status • Idea To Dos Demo Video - https://www.youtube.com/watch?v=xPSxOlrqEq8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=3 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used. -
Master your pipeline as you prioritize, visualize, and analyze ideas, assess their feasibility, and track progress from inception to execution. Report Views include:- Idea Bubble
- Idea Details
- Idea Funnel
- Idea Gantt
- Idea Overview
- Idea Staff and Effort
- Idea Status
- Idea To Dos
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Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit. -
Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit.
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Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit.
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This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type. -
This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type.
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This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type.
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Hear what the journey from Project to Product looks like from the trenches. IHG will share tales of what it took to make this transition, some challenges they faced, and what outcomes they have been able to achieve. -
There are many times user’s wants to see the preview of file uploaded on attachment attribute. This Technical Trick will illustrate the steps for an Administrator to preview an attachment. This solution will help to preview PDF, Text file and Image(.png) file. For Microsoft word, PowerPoint and Microsoft Excel, it displays an icon. -
Effective resource management is vital for delivering successful and profitable projects. Get it right and costs will be controlled, objectives achieved, and deadlines met. Get it wrong and we run the risk of not just project timescales slipping but also margins and competitive advantages eroding. This paper looks at resource management best practices and how we can adopt practices to increase project quality, agility, and efficiency. This White Paper is downloaded from the Rego Consulting site. You will be asked to provide your email address and current ppm tool. - http://info.regoconsulting.com/smarter-resource-mgmt-whitepaper ** No Download - Do not Add to Cart ** -
Tool adoption can struggle if the user experience is too complex or confusing. In this session, we will explore ways to set up your Apptio space to best suit your user base. Learn how to optimize each user's experience with Apptio through security, customizations, and reporting. -
Are you struggling to get data compliance within your instance of Clarity? This class will talk about common compliance problems and discuss potential solutions to help your increase compliance within your organization. -
Do you want to talk to other Clarity customers that are using - or plan to use - demand management capabilities? In this moderated Roundtable, attendees can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups to discuss customer selected topics. 100% sharing. 100% learning. -
Do you want to talk to other customers that are using or plan to use demand management? In this moderated Round Table where customers can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups and discuss customer selected topics - 100% sharing. -
An engaging, informative session delivered to your organization by a Prosci change management expert. Your leaders, project managers, and others focused on project outcomes will learn how applying change management to projects can increase the likelihood of those projects succeeding. They will also learn about the processes, people and tools needed to align project management and change management. -
You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options and robust portfolio reporting and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more. -
Discover Rego's integration tools that are specifically built to help develop and standardize the integration process. Learn about Rego's Data Extractor - a highly configurable and efficient tool to extract Clarity data into flat files. And also Rego's Data Processor - a highly configurable tool that abstracts the most common development tasks for an inbound integration. We'll review both tools and discuss integration best practices. -
You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options, robust portfolio reporting, and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM / SPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more. -
Do you want to know more about building file-based integrations? Does your organization have an external BI tool like Cognos, Tableau, Domo, or Qlikview? This session will review strategies for getting data into your corporate BI tools. We will also show Rego's data extraction tool and how it can be used for all outbound file-based integrations to save money and time. -
Do you want to add interfaces to your CA PPM instance? This class will review the pros and cons of various integration methods and provide best practice on how to handle various interfaces. We’ll walk you through specific interface examples and showcase Rego’s pre-built interface sets you can leverage to reduce the time and cost of implementation. -
Do you want to add REST interfaces to your Clarity instance? We’ll walk you through specific custom interface examples in GEL and showcase Rego’s Data Processor REST capabilities you can leverage to reduce the time and cost of implementation. -
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. -
A presentation slide deck from Rego University 2022. This document outlines the advantages of using the Rego Data Processor and Data Extractors for integrations with other software tools. • Introduction • Understanding Clarity and its Architecture • Why use Integrations • Wheel and Spoke • Outbound Integrations • Inbound Integrations • Rego’s Approach • Rego’s Data Processor • Rego’s Data Extractor • Recommendations -
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. -
Course Description: In the new bimodal IT environment, does your organization lack insights into what Agile work is being done and what value is being delivered? Learn how Apptio Agile Insights merges data from multiple Agile tools, including Clarity PPM, to bring together a total picture of the value IT is delivering. -
Want to boost Clarity adoption and data quality, all while having fun and keeping users engaged? Learn how gamification can benefit your organization in this exclusive demo. Check out features that reward users for desired behaviors, enable personalization, and offer fun ways to track project health through the animated world of Planimals. -
What if you could see tomorrow’s challenges and opportunities before they happen? Join us for an exclusive demo of new Predictive Analytics features for Clarity. You'll discover how predictive insights can deliver early warnings, risk signals, and actionable recommendations—empowering you to move from reactive firefighting to proactive decision-making. -
Rego’s training materials on Clarity PPM Financials. This slide deck in based on the classic version of Clarity v15.4.1. Course materials start with an introduction, move to Cost Plans, Budget Plans and then finish with Reporting of Financial Data. There is also an appendix of supporting information. -
The Investment Allocations and Assignments report provides visibility into team member allocation, task assignment, and variance amounts by investment across time periods. A chart highlights allocation compared to assignment amounts by period. Results can be displayed by week, month, or in total, and viewed in either hours or FTEs for each team member and investment. Interactive visuals make it easy to compare planned effort against actual assignments at the team member and investment level. Content Type: Business Intelligence, PowerBI Report -
Part of the Business Transformation Collection, this bubble-chart portlet displays investments per their alignment, status and total planned benefit. The: X-axis displays the alignment Y-axis displays the status Bubble-size displays the total planned benefit -
Part of the Business Transformation Collection, this bubble-chart portlet displays investments per their alignment, status and total planned benefit. The: X-axis displays the alignment Y-axis displays the status Bubble-size displays the total planned benefit
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