RegoXchange
  • A Quick Reference Card to assist in the building of Power Filters in CA PPM.  A power filter is a custom filter that searches a list page by criteria you define. Only one power filter can be created for a list page.
  • The  Bubble Chart Quick Reference Guide provides the user instructions to customize bubble charts and their color schemes by modifying the query associated with the chart, as well as the portlet options. This is very beneficial as it allows the user to match or blend colors among all of the bubble portlets to better display the information the portlets are delivering. Similar data can be one color while different data can be its own color to better show the overall picture.
  • The Resource Lookups in a Group technical trick provides step-by-step instructions on creating a resource lookup based on members of a particular security group. For some fields, you want to narrow the amount of resources that the resource browse window supplies. By adding the selected users to a specific security group, the administrator may only display those resources in a resource browse window on the application side.
  • Course description: “Are you struggling with deploying Jaspersoft reports between environments? This class will walk through the process and provide some tips and tricks from the experts.”  Download file is the slide deck used during the presentation.
    • Introduction to Power BI and its components
    • Getting Data
    • Mockup – PM and RM Dashboard
    • Publishing and Sharing
    • Best practices and its limitations
    • Tableau Introduction
  • Course Description:   Have you ever wanted to build portlets that were not limited by Clarity PPM's out-of-the-box portlet types? This class will explore some of the options you can use to build helpful portlets with HTML, including calendars, Kanban boards, tile-based project lists, and some special Star Wars-themed communication portlets.
  • Do you want to understand the OOTB configuration and functionality of financial management?  In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas.  We will cover both classic and new UX highlighting differences.
  • Have you experimented with the modern UX channels, links and new page functionality?  Our technical experts have unlocked these capabilities to allow you to be creative in what you can do within the modern UX.  Come and learn how in this session.
  • Do you want to understand the OOTB configuration and functionality of resource management?  In this class, we will review the OOTB objects, views, and functions of assignments, allocations, and other related areas.  We will cover both classic and new UX highlighting differences.
  • Do you want to understand the OOTB configuration and functionality of project management?  In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks/assignments, IRC, and other related areas.  We will cover both classic and new UX highlighting differences.
  • Portlet to quickly show License Compliance for all license types.  Simply Enter your License Limits in the filter – The portlet will display the three license types in a grid format with compliance chart and RYG Icons.
  • This process grants Project Management instance rights to all of the project team members within the program hierarchy.  Allows users to view management properties, roster and key tasks of the project.  This also allows user view access to the project in Microsoft Project.
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