-
This video reviews the process of creating Timesheet Adjustments – making changes to a timesheet after it has been posted. -
A Quick Reference Card to assist in the building of Power Filters in CA PPM. A power filter is a custom filter that searches a list page by criteria you define. Only one power filter can be created for a list page. -
A Quick Reference Card for configuring List Views in CA PPM. List views are accessed from the Home menu. -
A Quick Reference Card to assist in the use of list views in CA PPM. List Views are accessed from the Home menu. -
A Quick Reference Card to assist in the creation of Ideas in CA PPM. Ideas are created by going to Home, then Demand Management and choosing Ideas from the list menu. -
A Quick Reference Card to assist in the accessing and creation of Incidents in CA PPM. Incidents can be found by going to Home, then Demand Management to the Incident list menu item. -
A Quick Reference Card to assist in the approving/rejecting of Ideas. Included converting Ideas once approved. -
A Quick Reference Card to assist in the adding of Subprojects to Programs. Shows how add and remove from the Subprojects Subpage or from the Hierarchy Tab. -
A Quick Reference Card to assist in the creation of a Program. -
A Quick Reference Card to assist in the creation of Program Milestones in CA PPM. This can be done from the Tasks Tab or from the CA PPM Gantt. -
A Quick Reference Card to assist in creating a project in CA PPM. Reviews options of creating from New or New from Template. -
A Quick Reference Card to assist in the creation of Master-Subprojects in CA PPM. -
A Quick Reference Card to assist in the creation of project level dependencies. You can create dependency relationships that exist between investments in a portfolio using the dependencies page of project or program properties. A dependency can occur when a task in an investment requires to be completed before a task in another investment can begin. -
A quick reference card to assist you in making Action Items in CA PPM. Action Items are non-tasks that you assign to yourself, or others assign to you. You create personal action items in the Actions Item portlet on the Overview page. -
A quick reference card to assist in the creation of a Financial Summary for an investment. -
A Quick Reference Card to assist as you configure the Task List under the Task Tab on the project. You have the option to remove or add fields to the Task List. -
The Clarity PPM New User Experience (New UX) provides a convenient way to keep your entire team informed and connected throughout the entire project lifecycle. The New UX engages your team and becomes an intuitive and natural extension of their work tasks and goals. -
Clarity has the flexibility to manage your project throughout the project life cycle, adapting to changes, risks and issues proactively to minimize the impact to the project constraints. NOTE: The tabs displayed on a project are defined by the blueprint. Different projects may be on different blueprints, and therefore may have fewer, more or tabs in a different order. -
Projects may need additional tasks from pre-existing templates for ease of use. When adding the tasks to the project, select any part of the template needed for your project. In this Quick Reference Guide, a project has already been created. -
This QRG provides some tips and instructions on how to update settings configurations in the new Clarity PPM User Experience. Covers Accessing the New UX, Update Settings, and Configuring the Grid View. -
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. -
Rego’s training materials for Managing Portfolios in Clarity. The slide deck was put together using Clarity version 15.4.1. This course will describe how to:- Organize Portfolios
- Define Portfolio Properties
- Build Portfolio Contents and Synchronization
- Define Portfolio Targets
- Utilize the Portfolio Waterline
- Ranking Investments
- Scenario Planning
- Portfolio Analysis and Outputs
-
Rego’s course materials for managing projects with Clarity PPM. This slide deck is created using Clarity version 15.6 and focuses on the Classic user interface. The course material covers the following:- Project Management Overview
- Managing Projects
- Staff the Team
- Work Breakdown Structure (WBS)
- Resource Assignments to Tasks
- Clarity PPM Autoschedule
- Financial Management
- Risks, Issues, and Change Requests
- Controlling a Project
- Program Management
- Portlets and Reports
- Clarity PPM New UX – Life of the PM Interface
-
** No Download - Do not Add to Cart** - Register for the White Paper at this link - http://info.regoconsulting.com/create-rmo-that-works-2020 Is your organization struggling to make sure you have the right people working on the right initiatives to meet your objectives? If so, you’re not alone. In this white paper, Rego’s Grant Zemont provides insight on what your company can do to create an RMO to get you pointed in the right direction for success. -
** No Download - Do not Add to Cart** - Register for the White Paper at this link - http://info.regoconsulting.com/clarity-innovations-from-rego-march-2020 With enterprise-level interconnectivity on the rise, many organizations find that their Clarity toolset isn’t as tightly integrated as it could be. Disparate platforms, annoying redundancies, and personal tool preferences may result in significant losses in time, productivity, and money. In this white paper, we’ll briefly discuss six Rego innovations and connectors designed to help organizations get more out of their Clarity investment. - http://info.regoconsulting.com/clarity-innovations-from-rego-march-2020 With enterprise-level interconnectivity on the rise, many organizations find that their Clarity toolset isn’t as tightly integrated as it could be. Disparate platforms, annoying redundancies, and personal tool preferences may result in significant losses in time, productivity, and money. In this white paper, we’ll briefly discuss six Rego innovations and connectors designed to help organizations get more out of their Clarity investment. -
** No Download - Do not Add to Cart** - Register for the White Paper at this link - http://info.regoconsulting.com/clarity-roadmaps-fastest-route-to-success Anyone who’s taken a road trip knows the value of a good map. It tells you where you’re going, how long it might take to get there, and where you are at any given time. Your organization’s strategic journey is no different. Whether it’s your corporate strategy or individual investments, you’re heading into territory that could include all kinds of intersections, delays, and detours that could impact your plan. A good roadmap will give you the critical information you need to ensure a smooth journey. In this white paper, we discuss how using Clarity's Roadmap feature will get you pointed in the right direction for success. -
Resource Management - Are You Doing it Right? Companies of all shapes and sizes need to know if they have the right people working on the right things at the right time, to meet their objectives. Rego's own Grant Zemont has put together this report to help your company learn the best practices for setting up a resource management office correctly. Download the free report here. 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/rmo-report ** Do not Add to Cart - No Downloadable File** -
Finding the right project manager can be tricky. How do you know which candidates have the appropriate leadership, forecasting, and problem-solving skills? Interviewing strategies can make all the difference. This paper discusses important ways you can prepare for a project manager interview. It points out hazards to sidestep and best practices for identifying candidates with the right proficiency. 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/how-to-hire-the-right-pm ** No Download - Do not Add to Cart ** -
Project & Portfolio Management is a Significant Investment. How do you get the most return on your investment? How do you squeeze the most value out of the processes and functionalities it provides? How do you make sure your PPM assets align with your current and future objectives? Like many business problems, the answer lies partly in asking the right questions. So let’s start there. In this white paper, we’ll review a broad array of questions you should be asking your PPM vendor to make sure you’re making the right choices, whether you’re considering a potential implementation or optimizing your current PPM environment. 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/select-best-ppm-vendor ** No Download - Do not Add to Cart ** -
This paper will help you launch a PMO—or facelift the one you’ve got—by making sure your PMO charter can handle strategic heavy lifting. It covers everything from getting stakeholder buy-in to achieving successful adoption throughout your organization. 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/launch-pmo-whitepaper ** No Download - Do not Add to Cart ** -
Move to the cloud. It’s a refrain that’s become frequent and familiar to organizations of all sizes. Choosing software-as-a-service (SaaS) over traditional on-premise software is generally a no-brainer these days for standard user apps. But do the same advantages apply to data-intensive systems like Clarity PPM? This paper explores the pros and cons of transitioning from on-premise Clarity PPM to its cloud alternative. 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/cappm-onpremise-or-saas-wp ** No Download - Do not Add to Cart ** -
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 ** -
“Of course we have a plan for PPM!” This might be the response of any organization that’s considering PPM or has a solution in place. But having the technology doesn’t necessarily mean having an effective plan for it. This white paper breaks down what it means to have a strategic PPM roadmap, and why your organization should always keep it current and close at hand. We’ll define the elements that make a roadmap effective and provide seven reasons it can make the business journey worthwhile. 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/ppm-roadmap-white-paper ** No Download - Do not Add to Cart ** -
Today, most high-performing organizations recognize that moving from project-funding to product-funding is necessary for achieving business agility. What doesn't exist in the industry is guidance on how to support the transition from a tooling perspective. In this session, Rego Expert Guide Robert Sirard presents a practical and tactical approach to using Clarity's PPM software and Rally's Agile software together to plan, track, monitor, and deliver products. At Rego, we realize that not everything needs to be done in an Agile manner, so Robert will discuss how this approach also supports a mix of traditional and Agile investments. ** No Download - Do not Add to Cart ** There is no download for this content. Follow the link to view - http://info.regoconsulting.com/product-funding-clarity-rally-may-2021 -
** No Download - Do not Add to Cart ** One thing that impacts a successful project outcome more than anything else is the people resourced to do the work. Yet Resource Management is often the last part of Clarity PPM to be used because users can view it as complicated and intimidating. It doesn’t need to be. In this webinar, Rego’s expert guide Michelle Merriam-Day will walk you through the three key components to successfully using Resource Management in your organization: - Quantify your capacity - Establish investment-level demand - Leverage foundational view for analysis. There is no download for this content. Follow the link to view - http://info.regoconsulting.com/3-steps-basic-resource-management-april-2021 -
** No Download - Do not Add to Cart ** KPIs and metrics have been around forever. With the prevalence of Agile integrations and an increased focus on business value, it is time for a reimagining of progress and success measurements in Clarity. In this webinar, Rego expert guides Alyson Poston and Wes McCoubrie will discuss the following: - Metrics you should monitor beyond the traditional Scope, Schedule, Cost and Effort. - Key Agile data you should incorporate into your metrics. - Today’s critical business metrics and key results (OKRs) to track. - What comes out-of-the-box with Clarity, and of those, which ones does Rego recommend you introduce into your organization. ** No Download ** follow this link to sign up to view the recorded webinar - http://info.regoconsulting.com/clarity-kpis-and-metrics-march-2021
Copyright 2023 • Rego Consulting Corporation • Privacy Policy