- Financial Summary
- Planned Benefit vs Actual Cost
- Actuals vs Planned Costs
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Gain a financial view of your investments by comparing actuals to planned cost and planned benefit. Report views include: -
Master your pipeline as you prioritize, visualize, and analyze ideas, assess their feasibility, and track progress from inception to execution. Report Views include:- Idea Bubble
- Idea Details
- Idea Funnel
- Idea Gantt
- Idea Overview
- Idea Staff and Effort
- Idea Status
- Idea To Dos
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Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include:- Change Requests
- Cost Trend
- Cost
- Effort Trend
- Effort
- Hierarchy Summary
- Investment Drill Thru
- Investment Gantt
- Issue Summary
- Milestones
- Risk Summary
- Staff
- Status Report Summary
- Tasks
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Gain an overview of program-level performance, track program milestones, and assess overall program health. Report Views include:- Change Requests
- Program Costs Trend
- Program Costs
- Program Drill Thru
- Program Effort
- Program Gantt
- Program Issues
- Program Milestones
- Program Risks
- Program Staff
- Program Status Reports
- Program Summary
- Program Tasks
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Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include:- Allocation Discrepancies
- Resource Detail
- Resource Skills
- Resource Summary
- Resource Tasks
- Staffing Allocations
- Staffing ETC
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Make sure project deliverables are completed on time by tracking work progress and monitoring task assignments. Report Views include:- Work Details
- Work Overview
- Work Risk Issue and Change
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The primary purpose of roles is to determine the amount of resource requests based on unapproved (uncommitted) and approved (committed) projects. Roles are non-named resources which are later allocated to named resources within CA PPM. Using roles is the best way to do "What If" scenario planning and determine needed capacity. This document assists in making Best Practice decisions around setting up roles in Clarity. -
You can now directly query your CA PPM SaaS database without the need for VPN. Utilize the open source SQL client SQuirreL to write read-only queries (up to 1000 rows) against the database. -
This tech-trick details the steps to set colors for an HTML5 Graph. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider.
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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider.
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Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”. The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage. -
Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”. The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage.
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Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”. The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage.
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The portlet is a browser XOG client in the form of an HTML portlet. The purpose is to read/write data from/to Clarity. To write the data, the user needs to have Project – Approve OR Project - Approve - All access right. -
A Quick Reference Guide to create / manage Widgets. You can add to any Grid view that supports them. The five types are: Number Tile, Pie, Bar, Progress Ring, and Target. -
Learn about the various techniques and emerging methods companies are taking to capitalize Agile work. You'll learn how some companies are moving away from timesheets and using models based on story points and team rates to generate capitalization reporting. -
Agile is here to stay, but waterfall may be as well. Companies around the world struggle with living in a bimodal development world, while trying to go through an agile transformation. This session will discuss best practices and lessons learned within companies that have gone through agile transformations. We will also review SAFe as a potential approach. -
Agile metrics can be very different from traditional waterfall metrics. This session will walk through some of the key Agile metrics describing how and why they are used. Effective methods in reporting and sharing will also be covered. -
The leadership of your organization plays a vital role in the success of your Agile transformation. It is not always known or understood what role and what specific activities and behaviors are needed by leadership. In this session you will gain some guidance on how to appropriately get your senior leaders on board and ensure they are positioned to support the Agile journey in the most effective manner -
Hear what the journey from Project to Product looks like from the trenches. IHG will share tales of what it took to make this transition, some challenges they faced, and what outcomes they have been able to achieve. -
The hit TV series Ted Lasso is well known for its humor and entertainment value, but hidden under the light-hearted banter are some important messages that leaders can take to heart. Join expert Agile guide, Tad Beaty, for a review of the first two seasons of the show. We’ll explore the messages that all leaders should take back to the office to improve engagement and make a better workplace. -
Join Rego’s senior Agile guides and learn best-practice usage patterns to support your ART-level practices with Rally Software. We’ll explore all the ceremonies in a team-of-team (ART) program increment and how you can use Rally to align, simplify, and leverage for scaled delivery of high-value solutions. -
Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more. -
This session offers practical solutions to financial challenges faced in enterprise agile environments. Participants will learn best practices for budgeting, forecasting, capitalization, and labor cost allocation, as well as both short-term tactical advice and longer-term strategic insights. The session covers topics such as participatory budgeting, flipping the iron triangle, and funding teams, products, and capabilities instead of projects. -
Discover the growing trend of organizations adopting the FinOps methodology and its integration with the TBM framework. In this session, we'll explore how the TBM office and FinOps teams can collaborate effectively to achieve desired outcomes, fostering a synergistic relationship between them, and leveraging the combined capabilities of Apptio and Cloudability for optimal results. -
Apptio can be used for so much more than App TCO and Service Costing. Let's talk about valuable non-traditional use cases you might want to consider exploring. -
A step-by-step guide on how to build the most defensible model for your organization. We will go through good, better, and best allocations and what it takes all the way up the model. We'll cover the hands-on best practices and the surrounding processes and habits that will make your calculated costs hold up to scrutiny. -
Set yourself up for success in IT planning by learning the ins and outs of Apptio's ITP. We will cover tips and tricks, best practices, and ways to use ITP to push your organization to the next level. -
Many organizations have a goal to understand, track, and control the TCO of applications or services, but it can be challenging to accomplish. In this session, we'll discuss what makes TCO so important, important decisions you'll need to consider along the way, and some best practice guidance on reaching your TCO goal. -
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. -
Tool adoption can struggle if the user experience is too complex or confusing. In this session, we will explore ways to set up your Apptio space to best suit your user base. Learn how to optimize each user's experience with Apptio through security, customizations, and reporting. -
In this session, we will explore the latest enhancements and features introduced to ApptioOne over the past year, highlighting the most significant updates that can benefit you or have a substantial impact on your experience. -
In this session we will explore complex cloud use cases you can manage within ApptioOne, including accruals, forecasting, multi-cloud chargeback, RI waste analysis, and reallocations. Additionally, we will discuss Cloud Business Management reporting and its role in driving accountability, optimizing cloud spend, and creating custom reports for various roles. Join us to learn how ApptioOne can empower you to navigate today's multi-cloud environments and enhance your cloud management strategy. -
What is your elevator speech for continually selling the value of TBM? Reacquaint yourself with key value proposals for TBM and why TBM matters to your organization
