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There’s an upgrade in your future. Do you want to understand the costs, durations, and lessons learned? We’ll review existing and upcoming releases, the pros and cons of moving to various versions, and upgrade strategies, so you can prepare your budget and plan. -
Fiscal periods in DWH may need to be changed if we need to increase or decrease the number of periods for reporting. -
The Unlock Projects workflow process can be run through the "Execute a Process" job. The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days. This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects. -
The Unlock Projects workflow process can be run through the "Execute a Process" job. The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days. This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects.
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The Unlock Projects workflow process can be run through the "Execute a Process" job. The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days. This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects.
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A presentation slide deck from Rego University 2022. This course was about understanding TBM and positioning its value with your organization. • What is TBM • TBM Value • A TBM “Transformation” • TBM Value in Practice -
A presentation slide deck from Rego University 2022. This document reviews the principles of Lean Portfolio Management. • What is Lean Portfolio Management (LPM)? • Artifacts of the LPM • Roles of the LPM • Ceremonies of the LPM -
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 -
A presentation slide deck from RegoU 2023. This course discussed how IBM’s Turbonomic and Apptio’s Cloudability can work together. Using these two tools will empower your FinOps Organization. -
Are you considering moving to CA PPM SaaS? This class will provide lessons learned while we walk you through business cases, conversion time-lines, and the advantages of both hosting strategies. -
By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together. -
Expand your training delivery options beyond MS Word and PowerPoint. Discuss the various training delivery mechanisms, and how to choose the right delivery method and combination of materials for the different types of courses you’ll deliver to your end users. -
Tight budgets or disbursed teams often necessitate virtual training delivery. Discuss best practices and strategies to increase the effectiveness of your virtual courses. -
Maximize the value of your training delivery by increasing end user engagement with the course content. Discuss options to optimize efficiency and help ensure users are engaged while participating in training. -
A presentation slide deck from Rego University 2022. This course reviewed Adoption Metrics and Reliable Data Collection.- Reliable Data Collection and Business Performance
- Adoption Metrics and Customer Adoption
- Data Quality, Data Integrity and Ensuring User Confidence
- Business Performance
- Reliable Data Collection and Business Performance
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To help you stay ahead of the curve, we've asked our 250+ expert guides to share the key trends they've seen firsthand while working with our clients. The result? We are equipped to prepare you for what’s coming next. In this class, Rego’s senior strategists will reveal the top trending PPM / SPM themes and share practical insights to help your organization thrive. Learn what’s shaping the future of PPM / SPM and discover actionable strategies you can utilize right away. -
A .pdf file that has the slide by slide presentation at 2015 RegoU on the elements of Financial Processing in CA PPM. The agenda covers a financial process overview, enabling time reporting, enabling financials, posting timesheets, transaction entries, posting to WIP, adjustments, importing financial actuals, and job scheduling. -
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of the To Dos functionality in Clarity. It illustrates accessing the To Do list from the Menu and then the functionality of the To Do page. -
Course description: “Does CA PPM Timeslice functionality seem like a foreign language to you? This intro to timeslices will cover an Overview of Timeslice Fundamentals, Terminology, Best Practices, Diagnostics, and the basic SQL Constructs to get you started.” -
The Timesheet Detail report provides a detailed view of timesheet entries for each resource within a selected time period. It includes hours logged against tasks, other work, incidents, and indirect activities, displayed by day and in total. The report also captures any notes associated with each time entry, offering visibility into how time is allocated across different work types. -
The Timesheet Detail 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 Timesheet Detail report displays timesheet entries for a resource and time period. The timesheet entries include tasks, other time, incidents, and indirect time. The report shows the timesheet hours by day and in total, with any notes related to the time entry. -
Spot opportunities to improve timesheet accuracy and resource allocations by assessing timesheet compliance and allocation. Report Views include:- Allocation Variance
- Capex vs Opex
- Hours Detail
- Resource Dtails
- Single Manager Drill Down
- Single Resource Drill Down
- Timesheet Detail
- Timesheet Summary
- Unapproved Timesheets
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Spot opportunities to improve timesheet accuracy and resource allocations by assessing timesheet compliance and allocation. Report Views include: • Allocation Variance • Capex vs Opex • Hours Detail • Resource Dtails • Single Manager Drill Down • Single Resource Drill Down • Timesheet Detail • Timesheet Summary • Unapproved Timesheets Demo Video: https://www.youtube.com/watch?v=yxIkkqSyrRU&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=8
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