RegoXchange
  • This class is a hands-on beginner training class on Clarity's native functionality for reporting. Learn how to build basic visuals/reports and leverage Canvas to get the most out of Clarity.
  • This beginner-friendly course provides an introduction to navigating the application. We'll cover grids, filters, views, and account settings.
  • Just getting started with Clarity Studio? Join us to learn how to create new objects, CITs, attributes, and lookups in your Clarity environment.
  • 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.
  • In this course we'll go beyond the basics of SQL and focus on writing clean, efficient, and scalable queries. We'll cover industry-standard best practices for structuring SQL code, optimizing performance, using functions, and working with large datasets in a maintainable way.
  • Demystify GEL scripts and learn best practices for GEL script development and maintenance. We'll discuss code formatting, comments, pros and cons of various GEL tags, and any other topics that have been on your mind. With several instructors we can break into smaller groups to ensure we answer all of your specific questions including advanced use cases like notifications, querying the database, etc.
  • This introductory course will teach students how to query the Clarity database using SQL. We will discuss different methods to query the database, the basics of SQL, and the Clarity data model.
  • This course will introduce fundamental programming concepts like variable assignment, conditional statements, and loops. The class will be taught in GEL and will build a solid foundation for future programming skills.
  • Looking to automate some tasks within your Clarity environment? This class will guide you through Clarity's workflow engine, covering instance vs. general processes, start options, action types, pre and post conditions, MUX workflows, and notifications.
  • This session dives into the impact of misaligned data between planning and delivery systems—and what it costs your organization in rework, delays, and missed opportunities. Learn how connecting Clarity and Jira enables real-time synchronization between portfolio planning and Agile execution, giving CIOs the visibility, traceability, and confidence to drive outcomes—not just activity.
  • Clarity’s new reporting capabilities deliver interactive insights directly within the platform—no data exports required. In this session, you’ll learn how to harness the latest reporting features to empower decision-makers, visualize portfolio performance, and tell compelling stories with your data.
  • ItDesign has a new Clarity Add-on for portfolio management. In this class they will introduce the Portfolio Optimizer.
  • Take your Resource Planning to the next level with itDesign’s Advanced Resource Planning add-on for Clarity.
  • 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 concepts on changing Portfolio Management. They share their approach on the people side of PfM, with a goal of addressing the saturation and collision of multiple projects, initiatives or work efforts.
  • Value Stream Management (VSM) isn’t just another buzzword; it’s the visibility layer your digital transformation is starving for. In this session, learn how to map, measure, and maximize value across the entire delivery lifecycle.
  • Annual planning shouldn’t be an Excel nightmare—or disconnected from strategy. In this session, see how one organization used Strategic Portfolio Management (SPM) with Clarity to transform their budgeting process from reactive to strategic.
  • Prosci presents an AI Adoption Workshop with a focus on getting a ROI on your investment in AI.
  • Learn how to create, manage, and analyze investment data using Clarity's Hierarchies and Roadmap modules. This course will cover best practices setup of Hierarchies along with setting targets, planning, importing/syncing, selecting views, and printing Roadmaps.
  • 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.
  • Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned. We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless.
  • See how multiple Rego innovations can save time, reduce effort, and increase adoption across your organization. Leverage Power Automate to connect Clarity with SharePoint, Teams, and Outlook—automating tasks like creating Teams for projects, managing permissions, and sharing reports with non-Clarity users. Discover how the RegoLink PowerPoint add-in keeps decks up to date with templates and live Clarity data, and how the Excel Data Manager (EDM) simplifies bulk updates by letting you edit and validate data in Excel before syncing back.
  • Learn how Rego has invested $4.5 million dollars over the past two year to develop innovative enhancements and tools to get the most out of your investment in Clarity.
  • 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.
  • Nudge is a new tool developed by Rego to capture team sentiment in an anonymous, unobtrusive way, using micro surveys through MS Teams.
  • Do you have teams or groups that have a need for simple collaborative work management but are not using Clarity. And are those tools falling short when it comes to important issues such as visibility and governance. In this session you'll learn about Moventus a new add-on collaborative work management solution that can be embedded into Clarity.
  • 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.
  • Imagine responding to Clarity PPM workflow tasks (like timesheet approvals, budget reviews, and stage gate decisions) directly from your email. No login required, yet all conversations, decisions, and even context from attachments and images are automatically - and securely - captured in Clarity. Sound like a dream? Join this class to learn how to save time and increase adoption with this easy innovation.
  • Did you stray from OOTB? Was that the right decision? This session will be a discussion on pros and cons of sticking to Clarity’s stock attributes, views, and general capabilities. When does it make sense to avoid custom configuration? Conversely, when does it make sense to move beyond the standard OOTB setup?
  • Are you struggling to come up with a visualization strategy with all of the options available - widgets, portlets, Jaspersoft, Ad Hoc, etc.? This class will explore the various visualization tools available in Clarity and help you understand the best way to output your data. We will provide use cases and examples to assist you in developing a strategy for your organization.
  • Are you looking for some great examples of dashboards in Clarity? We know you can’t get enough of them and neither can we! Come to this session to see a host of new reports that Rego has created! This session will review a myriad of pre-built dashboards in use today that can spark ideas for you to implement in your organization. Learn about Rego's approach to prioritize and create reports, and how we gathered requirements from our Rego experts to target the content you need!
  • Change is constant in an organization, and each change is more than just a one-time event. This session will talk about keys to successfully sustaining change adoption vs. just implementing change in your organization.
  • Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? Do you struggle with a lack of executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively managing resources by engaging leadership, RMOs, and utilizing more dedicated resources. Learn best practices for driving effective resource management across your organization.
  • In today's business world, there are many threats to our ability to remain focused and productive. In this session we'll borrow learnings from sources like the best-selling book "Atomic Habits," other renowned thought leaders, and even from the worlds of sports, yoga, and meditation. We will discuss and practice some tools and methods you can begin using right away to improve your productivity while maintaining your own wellbeing and balance.
  • Uncertainty in the economy and the marketplace requires diligent, focused efforts to align the work you plan to deliver with your organization’s strategy and desired business outcomes. Using advanced SPM capabilities in Clarity, we will guide you through interactive exercises to build a hierarchical strategic plan, connect a portfolio of work items to that plan, and begin to visualize the intended flow of value in your portfolio. (Session 1 of 2) Finite limits on people and funding for work items, competing priorities, and ever-present volatility make it challenging to ensure we are investing in the right work, while also demonstrating that we have the necessary resources to deliver results successfully. Building on Session 1, we will continue with interactive exercises to perform constraint-based prioritization and scenario planning, defining our optimal portfolio of work to achieve our business strategy. Then we will explore how we can effectively visualize KPIs and health metrics to measure our performance and identify opportunities for improvement. (Session 2 of 2)
  • Do you want to talk to other Clarity customers that are using - or plan to use - portfolio management capabilities? In this moderated Round Table, participants 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.
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