RegoXchange
  • This course will focus on the financial setup and processing in Clarity. We'll discuss topics such as financial entities, fiscal periods, financial attributes, and how they all tie back to a labor rate matrix. These components are crucial for calculating labor costs within Clarity and enabling project managers to make financially sound decisions.
  • Gain a financial view of your investments by comparing actuals to planned cost and planned benefit. Report views include: • Financial Summary • Planned Benefit vs Actual Cost • Actuals vs Planned Costs Demo Video - https://www.youtube.com/watch?v=uyDSbbgG1O8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=2
  • Gain a financial view of your investments by comparing actuals to planned cost and planned benefit.  Report views include:
    • Financial Summary
    • Planned Benefit vs Actual Cost
    • Actuals vs Planned Costs
    Demo Video - https://www.youtube.com/watch?v=uyDSbbgG1O8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=2 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.
  • A slide deck used in Rego’s training sessions around Financials, in Clarity’s modern UX.  The slides cover the Value of Financial Management, Core Financial Components, Investment Financial Attributes, the Rate Matrix, Cost/Budget/Benefit Plans, Actual Costs, Integrations, and Best Practices.
  • Digital transformation is hard, only 15% of businesses succeed. This course looks at the five biggest customer issues hurting the digital transformation, with a discussion around possible solutions.
  • Aligning work to organizational strategy is a fundamental requirement in today's ever-changing marketplace. High performing organizations are moving beyond basic connections to introduce strategic hierarchies that are tied to real measurements of business value via Clarity's Objectives and Key Results (OKRs). Join our expert guides as they present key concepts, best practices, and the evolution of strategic alignment.
  • So, you have the portlet xogged in, what now?  This guide will show you how to create a page, add the portlet to the page, and add the page to the menu.  This activity requires the appropriated admin rights to add content to CA PPM.
  • Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute.  Chart shows Idea Progress names in legend, and count total is available as a mouse-over.  No filters available on this portlet.
  • Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute.  Chart shows Idea Progress names in legend, and count total is available as a mouse-over.  No filters available on this portlet.
  • Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute.  Chart shows Idea Progress names in legend, and count total is available as a mouse-over.  No filters available on this portlet.
  • A presentation slide deck from Rego University 2022.   Document used in Broadcom’s presentation on Value Steam Metrics.
    • Steering the Business with Metrics
    • Executive Strategy
    • Metrics Approach
  • Are you ready to take your GEL scripting skills to the next level? This class will teach you how to leverage Java within GEL, manipulate or produce flat files, and handle errors effectively.
  • A presentation slide deck from Rego University 2022.   This document is an outline used for the class on using GEL Scripts in Clarity development.
    • XML Manipulation
    • SOAP Web Services (XOG)
    • Email
    • Code Reuse
    • Best Practices
  • Do you have a basic understanding of GEL scripts but need to a better understanding of how they work? This class will teach you how to XOG data in and out of objects in GEL as well as perform basic emails inside GEL.
  • A presentation slide deck from Rego University 2022.   This document is an outline used in class for use of GEL Scripts in Clarity Development.
    • Introduction
    • Configuration Basics
    • Security Basics
    • Installing Jaspersoft Studio
    • Interface Introduction
    • Data Adapter Setup
    • Server Connection Setup
  • Have you never used GEL within Clarity? This class will teach you the basics of leveraging GEL within your workflow process. It’s one of the most powerful and underutilized capabilities in Clarity for updating objects, sending emails, and XOGing. This class is designed for those that have never used GEL before.
  • Have you never used GEL within Clarity? This class will teach you the basics of leveraging GEL within your workflow process. It’s one of the most powerful and underutilized capabilities in Clarity for updating objects, sending emails, and XOGing. This class is designed for those that have never used GEL before.
  • This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience.  This doc references version 16.0 views.  Doc reviews the Menu Bar and User Tool Bar.
  • A Quick Reference Guide to assist with General Navigation of Clarty, using the Classic UX with the Phoenix UI Theme.  Reviews the Main Menu Bar, User Tool Bar, Home Menu, Favorites Menu, and more.
  • ** 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.
  • Course Description:   Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity PPM to seamlessly improve collaboration and team productivity.
  • This quick discussion will highlight tips for ensuring you will get the most out of your Rego University experience. We will discuss how to select classes, meet with peers, and obtain one on one advice over the 3 days of the conference.
  • The Give PM Collaboration Manager Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Project Manager the Collaboration Manager rights to their projects. Often times, PMs are not set as Collaboration Managers when the project is created. This script can be run to automatically give a PM the Collaboration Manager rights to their projects, without having to go through the projects one by one.
  • The Give PM Collaboration Manager Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Project Manager the Collaboration Manager rights to their projects. Often times, PMs are not set as Collaboration Managers when the project is created. This script can be run to automatically give a PM the Collaboration Manager rights to their projects, without having to go through the projects one by one.
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