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The Investment Assignments by Task report provides a detailed breakdown of effort at the task-assignment level for each investment. It displays both actuals and estimates for resource assignments, along with task status, percent complete, and assignment start and finish dates. Totals are available at the investment level, making it easy to analyze workload, progress, and effort distribution across tasks and resources. -
Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include: • Roadmap Details • Resource Investment Demand • Roadmap Financials • Roadmap Investment Gantt • Roadmap Item Gantt • Roadmap Overview – Default Scenarios • Roadmap Overview – Single Roadmap Selection • Scenario Comparison Demo Video - https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7 -
Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include:- Roadmap Details
- Resource Investment Demand
- Roadmap Financials
- Roadmap Investment Gantt
- Roadmap Item Gantt
- Roadmap Overview – Default Scenarios
- Roadmap Overview – Single Roadmap Selection
- Scenario Comparison
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A presentation slide deck from Rego University 2022. A review of the best practices in IT Planning from an Apptio perspective.- Custom layouts
- Bookmarks
- Dropdown and autofill
- Cost object permissions
- Dashboard reports
- Targets
- Change history / Event Log
- Data input enforcement
- Managing archive
- Stay on top of product updates
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Course Description: Do you know what PPM, APM, Agile, ITFM, and other tools are available in the marketplace? Have you taken a strategic look at the key IT processes and tools that exist to support them? Have you been asked to evaluate and recommend a PPM tool? This class will review other ITBM tools and examine their pros and cons. We will also provide six keys to evaluating a PPM solution. -
Course Description: The single biggest risk for CIOs and IT organizations today is not being able to make good spending decisions at the pace of digital business.- Challenges
- Investment Planning
- IT Financial Management
- Agile Financials
- ServiceNow ITFM Capabilities
- Apptio Introduction
- ServiceNow / Apptio Solution
- Best Practices
- Pitfalls to Avoid
- Apptio Details
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Course description: “How does my financial forecast and budget (project/program/portfolio) relate to the department/cost center budgets that finance prepares? Is there a better way to link the two together? This is a topic many organizations struggle with, and this session will review tools and processes that can help solve this problem.” -
Most organizations use CA PPM as part of an annual planning process, in conjunction with an ITFM or financial system. There is often a struggle to know where CA PPM fits into the process and how to effectively connect the data and processes between these tools. In this class, we will discuss how a PPM tool and an ITFM tool fit together to support annual planning. -
Learn how to take advantage of the ad-hoc reporting capabilities of Jaspersoft, which comes embedded in Clarity 14.2 and later. This class is designed to provide hands on exercises to teach individuals how to utilize the power of this new product. As users begin building their own reports and dashboards, the burden on developers will decrease and Clarity perception and adoption will increase. -
Course Description: Do you already have a basic understanding of Jaspersoft Studio development? This session will include advanced topics like duplicating and modifying an OOTB report, multiple datasets, subreports, charting, widgets integration, and crosstabs. The detailed agenda is as follows: Jaspersoft Advanced – Out-of-the-Box Customization (2 hours) • Discover how to use OOTB reports, OOTB domains, resource bundles, and security access grant schemas. Jaspersoft Advanced – Chart Development (2 hours) • Explore multiple advanced charting techniques and types using built-in charting components, including properties (colors, plot options, sizing, gauges, etc.), dual pie chart, time series, and heat map. Jaspersoft Advanced – Scriptlets (2 hours) • Understand the basics of Jaspersoft Studio scriptlet development, utilizing Java libraries in custom Java classes to perform complex tasks in a simple manner. Jaspersoft Advanced – Roundtable (1 hour) • Understand crystal capabilities missing in Jaspersoft Studio, including sharing examples, report bursting needs, automation needs, and working with internal BI groups. -
Learn the basics of creating Jaspersoft studio reports. This session will walk through basic features and introduce report development utilizing the basic report capabilities of Jaspersoft Studio such as Text Fields, Frames, Static Text, Breaks, Lines and Common Page Information Components, Grouping/Sorting, Status Indicators, Dynamic Images, Input Controls, and Basic Charting.
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An updated version of our training material for Jaspersoft Ad-Hoc Reporting for Clarity. Introduces Jaspersoft as a reporting tool, explains security, the data warehouse, and JS Domains. Then delves into navigation, running a report, creating an ad-hoc report, saving it, creating a cross tab report, creating a chart, creating a dashboard, and scheduling the report. -
A Quick Reference Guide to assist in the process of adding filtering for the data to be presented in a Jaspersoft Report. If a report output contains more information than desired, Jaspersoft Reporting provides an interactive filtering capability so only the necessary data is displayed. The filtering conditions can include fields, numbers, dates and text. Filters can be added to reports as they are being created or adding to saved views. Filters cannot be added to a Report. -
Course Description: This unique session is divided into presentation and open discussion segments, where we will focus on offering philosophies and practical tips to increase the wisdom we have about ourselves as we navigate our corporate lives. Using conscious leadership principles as a guide, we will cover topics such as empathy in the workplace, understanding and working through internal drama, and the benefits of meditation and silence. -
The KPIs by Project Type (Dashboard) report provides visibility into key project health measures, including status, schedule, alignment, and risk. Gauge visuals highlight each KPI at a summary level, while column charts break down results by project type. Resource allocation and actual hours are summarized in pie charts, making it easy to compare utilization across project types. In addition, bar charts display the number of issues, risks, and change requests by project type and priority, helping teams quickly identify areas of concern. -
The KPIs by Project Type report provides a consolidated view of key performance indicators across projects, grouped by project type. It highlights metrics such as overall status, schedule, alignment, and risk, along with resource allocation and actual hours tracked since each project’s inception. This report enables quick comparison of performance trends and resource utilization across different project types. -
A presentation slide deck from Rego University 2022. This document reviews the importance and principles of Organizational Change Management.- Why is Organizational Change Management Important?
- Impacts of not recognizing the need for an Organization Readiness (OR) Plan
- What are the components of Organizational Change Management?
- Considerations and activities for building a good OR Plan
- How to execute Organizational Change Management
- Framework – Proven Methodologies and Tools
- Q&A

