RegoXchange
  • Course description: “Are you struggling with decision making processes? This session will show you the ins and outs of how a good governance framework provides the foundation for better project decisions to help achieve goals and finish on time and within budget.”  Download file is the presentation slide deck.
  • Course description: “Did you implement tool functionality without best practice processes?  This class will review some of the critical business processes that we recommend organizations put in place before implementing a PPM tool.  We will provide tips and tricks on defining process frameworks while leveraging tools for successful enablement.”  Download file is the presentation slide deck.
  • 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.
  • Course description: “Is there a way to simplify time tracking? Time is a function 90% of companies use. What are ways to have time be less of a burden to users? How can you minimize the negative perception? This session will discuss options within CA PPM or outside CA PPM to make time tracking less of a burden for all.”  Download file is the presentation slide deck.
  • Course description: “Are some of your users leveraging a Smartsheet add-on for project planning, or are you looking for an alternative to OWB and MSP? Learn how this new scheduling tool is making waves and adding value for project managers working within CA PPM.”  Download file is the presentation slidedeck.
  • Course description: “How do you close the feedback loop with your users? This session will review some innovative ways companies are connecting with CA PPM users to drive constant innovation and improve perception of the process and tool.”  Download file is the presentation slide deck.
  • Course description: “Do CA PPM performance issues discourage your users? This class will review the root causes behind CA PPM performance problems and identify steps to improve performance, including specific recommendations and real case studies.”
  • 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 Multi-Value Filter in Query-Based technical trick document provides an overview of how to create a multi-value lookup in a portlet filter, where the field is a parameter within the query.  If the query imbeds the parameter normally, the portlet will only be able to have a single selection of that parameter.  This technical solution will enable you to make these parameters multi-selects.
  • 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.
  • 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  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.
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