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Learn basic administrative tasks in this basic administration Clarity training, which includes setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices. These activities are focused on ongoing support vs. new configuration. Learn how to setup the ModernUX. -
Learn basic administrative tasks in this basic administration Clarity training, which includes setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices. These activities are focused on ongoing support vs. new configuration. Learn how to setup the ModernUX -
Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG. In the last portion of this class we will walk through the high level data model within the Clarity database and walk through some basic NSQL portlets. This is a more technical class focusing on basic configurations - designed for non-technical people. -
This training document is a Rego Consulting Quick Reference Guide to assist Admins with Timesheet settings. -
A presentation slide deck from Rego University 2021. This course covered enabling the Modern UX and timesheets, creating a link to the MUX in the classic home menu, creating Blueprints and more. -
This training document is a Rego Consulting Quick Reference Guide to assist with adjustments to timesheet in Clarity’s Modern User Experience. -
A Quick Reference Card to assist in the adding of Subprojects to Programs. Shows how add and remove from the Subprojects Subpage or from the Hierarchy Tab. -
A Quick Reference Guide to assist in the process of adding Rights to a Group in Clarity’s Modern User Experience. A group is a collection of users that require the same set of access rights. Access rights (Global, OBS, Instance) can be added to a group. -
This Tech Trick provides step-by-step instructions for adding images into Clarity v13+ for use in portlets. -
A presentation slide deck from Rego University 2022. The document reviews the process to follow post tool implementation.- Typical Post-Implementation / Operational Challenges
- Aspirations for and Outcomes of a High Performing Ownership Team
- Model Solution:
- Roles and Responsibilities
- Intake, Triage, and Delivery Process
- Clarity Board-Based Solution
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Today's workforce is more diverse than ever, and a "one size fits all" approach to leadership is seldom effective. A remote/hybrid workforce presents unique challenges, and teams often represent many different generations each with unique characteristics and needs. Even if you are not in a formal leadership position, we all are responsible for reflecting leadership skills and traits that encourage a collaborative spirit where everyone can bring the best version of themselves to their efforts. We'll offer some insights and opportunities that will help you and your teams to thrive. -
This tech-trick details the steps to convert an ad-hoc view to a report. -
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. -
You are no longer regulated to the desktop browser to respond to action items. Learn how Rego solved this problem using just your email. We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered. -
This training document is a Rego Consulting Quick Reference Guide to assist with accessing the various project views in Clarity’s Modern User Experience. Reviews the Tile, Grid and Board views for projects. -
A Quick Reference Card to assist in the accessing and creation of Incidents in CA PPM. Incidents can be found by going to Home, then Demand Management to the Incident list menu item. -
A Quick Reference Card to assist in the creation of Ideas in CA PPM. Ideas are created by going to Home, then Demand Management and choosing Ideas from the list menu. -
Bringing back a classic topic with a modern update! Join this session to discuss tips and tricks for an optimized resource manager experience in Clarity. This session is designed so attendees can share, collaborate, and benefit from their diverse experiences. -
Bringing back a classic topic with a modern update! Join this session to discuss tips and tricks for an optimized project manager experience in Clarity. This session is designed so attendees can share, collaborate, and benefit from their diverse experiences. -
Bringing back a classic topic with a modern update! Join this session to discuss tips and tricks for an optimized PMO experience in Clarity. This session is designed so attendees can share, collaborate, and benefit from their diverse experiences. -
What should I expect to see within my organization related to PM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry? This class will share Rego's observations on industry trends within PPM. -
A presentation slide deck from Rego University 2022. Document reviews the 7 trends that Rego is seeing in the PPM space.- Trend 1: Going Beyond Strategic Alignment
- Trend 2: Pivoting Quickly
- Trend 3: Value Scrutiny for PPM
- Trend 4: Hybrid Financial Management
- Trend 5: AI has the Buzz, Predictive Analytics has the Momentum
- Trend 6: Balanced Ecosystem of Tools
- Trend 7: Collaboration
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What should I expect to see within my organization related to PM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry. This class will share Rego's observations on industry trends within PPM. -
The Percent Time by Type and Timescale - Grid portlet shows a breakout of time by timescale for resources the logged in user has view rights for using the timeslices. This portlet gives the Clarity user the ability to show the amount of hours spent on a project by week, month, quarter and year. Using this portlet, the Clarity user can get an overview of all hours in a time period or use the filter to search for a specific dataset (as required). The portlet provides a filter for OBS and date ranges. -
The Percent Time by Type and Timescale - Grid portlet shows a breakout of time by timescale for resources the logged in user has view rights for using the timeslices. This portlet gives the Clarity user the ability to show the amount of hours spent on a project by week, month, quarter and year. Using this portlet, the Clarity user can get an overview of all hours in a time period or use the filter to search for a specific dataset (as required). The portlet provides a filter for OBS and date ranges. -
The Percent Time by Type and Timescale - Grid portlet shows a breakout of time by timescale for resources the logged in user has view rights for using the timeslices. This portlet gives the Clarity user the ability to show the amount of hours spent on a project by week, month, quarter and year. Using this portlet, the Clarity user can get an overview of all hours in a time period or use the filter to search for a specific dataset (as required). The portlet provides a filter for OBS and date ranges. -
The Percent Time by Type and Timescale - Graph portlet shows a breakout of time by timescale for resources the logged in user has view rights to. This portlet gives the Clarity user the ability to show the amount of hours spent on each project type by week, month, quarter and year. Using this portlet, the Clarity user can get an overview of all hours in a time period or use the filter to search for a specific dataset (as required). The portlet provides a filter for OBS and date ranges.
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