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This beginner-friendly course provides an introduction to navigating the application. We'll cover grids, filters, views, and account settings. -
This round table discussion will focus on Clarity configurations using Studio. A well-configured Clarity environment will minimize performance bottlenecks, ease development, and increase end user adoption. Join us to discuss best practices around object structure, naming conventions, audit trail settings, and more. -
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. -
Prosci presents an AI Adoption Workshop with a focus on getting a ROI on your investment in AI. -
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. -
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. -
The need to report and organize work around the Products continues to grow. Join this session to hear how Project and Product Management can thrive together in Clarity. -
The Project Risk Register report provides visibility into project risks, including detailed information on each risk and its associated items such as notes, action items, tasks, and related risks or issues. Results can be grouped by project or viewed without grouping to support flexible analysis. Interactive visuals make it easy to track, monitor, and manage risks across projects. -
London Stock Exchange shares their Clarity journey (since 2008) and where they want to take the tool next. Current goals are: • Moving toward standardized ways of working. Focused on connecting our ecosystem of tools with Clarity as a focal point for Portfolio Management and SPM. • With an end goal of Faster Time to Market, on a journey to be a Customer Lead organization. -
Hear from existing Clarity customers as they share what's working well in their implementations. Gain insights from these real-world success stories. This deck is from Day 2 of the presentations. -
Transitioning to the modern UX or implementing Clarity for the first time? Learn how to configure Modern UX: - First time setup - navigation and modules - Blueprints (basic) - Personalize the UI/Announcements -
Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution. -
Broadcom's ValueOps solution now incorporates automation and analytics technology, providing the ability to align your digital initiatives to business outcomes and significantly improve the speed at which teams deliver business outcomes. -
Learn how to discover business processes and automation patterns, using new technology from ConnectALL to power your Value Stream Management. The key is to understand and map automation patterns that both enables new business and accelerates adoption of ValueOps -
Are you still using the classic User Experience? Are you wondering how and when you should transition to the ModernUX? This class will be a practical guide on how to move your users to the ModernUX. We will discuss real use cases and help provide guidance on this strategic decision. We also plan to have a portion of the class that is Q&A from customers that have moved. -
A Quick Reference Guide to assist in the administrative process of updating an Attribute Color in Clarity. The display mappings of an attribute can be configured to indicate a range of values or specific values using colors. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Custom Investments in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document provides detail on how to navigate to custom investments and provides detail on the modules that are available within a custom investment.
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This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas.
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This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc reviews setting Ideas as Approved and converting Ideas to projects.
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A guide to using RegoXchange, the Clarity content library. Goes through Registration, Finding Content, and Downloading the files. -
This training document is a Rego Consulting Quick Reference Guide to assist with the entering of financial transactions in Clarity’s Classic User Experience. This doc references version 16.1.2 views. Document provides basic information on the definition of a transaction and the composition of transaction items. Detail is provided on how to create a new transaction from the Transaction Entry page of the Classic User Experience. Information is provided on how to enter detail into each individual line item for a transaction. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Custom Investments in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document provides detail on how to navigate to custom investments and provides detail on the modules that are available within a custom investment. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas. -
A presentation slide deck from RegoU 2023. This course was a presentation by Apptio on their Product Roadmap. -
Do you have enough experience with the data model to be dangerous - maybe just the basic project and resource tables? This class will take you to the next level in understanding the Clarity data model and provide training on how to write NSQL queries within Clarity for use in your portlets and reports. -
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. -
Without good data, your digital transformation won’t succeed. This session talks about generating and understanding value stream metrics, including how investments and teams are performing. -
With only 15% of companies successfully transforming digitally, it’s time for the PMO to take charge. This session talks about how the PMO effectively can support the digital transformation within the enterprise by reimagine its traditional charter -
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. -
Reporting is typically the only interaction executives, and stakeholders have with Apptio, so reports should be pristine. In this session, we will show you how to improve your Apptio reporting, making it more visually appealing, intuitive, and digestible. We'll give you some tips on how to make your reporting in Apptio pop out like conditional highlighting, leveraging html components, layout and design techniques. -
When configuring the Timesheet Options, the browse window for selecting a lookup on the User Value 1 field only shows a choice of one lookup definition and that is the definition for the stock 'Time Entry User Value 1' Static Lookup. We want to develop our own user-defined dynamic query lookup for use on this field. How can we get this to work properly? Are there any special requirements or configuration considerations that should be reviewed in understanding this functionality for using a custom Time Entry User Value 1 dynamic query lookup? The use of a custom, dynamic lookup on the Timesheet Entry is available with specific requirements and special considerations for storing and displaying data for this field. It is recommended that you use the stock, 'Time Entry User Value 1' Static Lookup if possible. -
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 -
The My Missing Time portlet displays all open time periods for which the logged in user (assuming they are open for time entry with a track mode of Clarity) has a timesheet that is not posted (accommodates for hire and termination dates). The portlet is used as a quick reference for users to view their missing time. -
The Capacity vs Demand by Resource report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Capacity vs. Demand by Resource report displays resource capacity and demand at the resource level across investments. The report gives you visibility into the capacity, demand, and remaining capacity by resource. The report displays amounts by week or month, and in total. The amounts might be displayed as hours or FTEs. -
The Communications Portlet - Simple portlet provides a simple mechanism to communicate with Clarity users. The content of the porlet can be edited easily through the Portlet administration screens within Clarity. This is a very beneficial method of delivering messages to your Clarity users all at the same time. -
This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role.
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