This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments.

This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics.

This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets.  This doc references version 16.0.2 views. Document provides detail on Timesheet Options for the Modern UX and how to enable end user column configuration. Detail is also provided on how end users may configure their timesheet view.

A Quick Reference Guide to assist with submitting a Cost Plan for Approval in Clarity.  Reviews the process while utilizing Clarity’s Classic UX with the Phoenix theme applied.

A Quick Reference Guide to assist in creating a project from a template in Clarity’s Classic UX.  Document uses screen shots to walk through the process.  Document uses the Phoenix Theme.

A slide deck from Rego’s training class on Portfolio Management using Clarity’s Classic UX.  Covers an introduction to Portfolio Management including definition, portfolio contents, PfM roles and responsibilities, how portfolios work, data used, key deliverables, prerequisites for starting PfM, and PfM security.

A .pdf file that has the slide by slide presentation at 2015 RegoU on basic administration of CA PPM.  The agenda covers an administration overview, objects, lookups, OBS/Security, portlets, processes, and support items.

A quick reference card to assist in the creation of a Financial Summary for an investment.

Course description: “Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? This session will review how some organizations are using RMOs to drive adoption and effectively manage resources, including real world examples of RMO setup and execution.”  Download file is the presentation slide deck.

Do you want to understand what other organizations are doing to manage ongoing CA PPM enhancements and releases?  This class will review some best practices we have seen within our customers to managing a successful backlog of CA PPM work.

Course Description:  Are your reports and portlets performing well? This class will walk you through specific SQL tuning tricks to make queries run faster, increase end user satisfaction, and smooth-out system performance. This is an easy way to promote efficient future development and make a huge, positive impact on user experience.