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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. -
There are many times user’s wants to see the preview of file uploaded on attachment attribute. This Technical Trick will illustrate the steps for an Administrator to preview an attachment. This solution will help to preview PDF, Text file and Image(.png) file. For Microsoft word, PowerPoint and Microsoft Excel, it displays an icon. -
CA PPM allows you to create custom password rules using regex. This document lists expressions for a variety of password rule scenarios. Passwords with length limits default to between 6 and 20 characters. You can change this by editing the highlighted section of the expression. The number before the comma is the minimum password length, and the number after the comma is the maximum password length. -
A Quick Reference Guide with tips on creating a Dashboard in Jaspersoft. The document walks through the steps and uses screenshots to show the process. -
A Quick Reference Guide to assist in managing a Custom Investment in Clarity’s Modern UX. Reviews accessing the Custom Investment Link and navigating the tabs. -
The Missing Time 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 Missing Time report displays resource available hours, timesheet hours entered, and timesheet hours missing by resource and time period. The report can be grouped by resource manager or OBS level. The report also has an option to calculate missing time based on timesheet status or resource availability. The charts include a summary of timesheets across the periods included in the report. The Timesheet Count Summary displays the number of timesheets that are completed, partially completed, or missing for the time periods. The Timesheet Hours Summary displays the number of hours grouped by resource availability, timesheets entered, timesheets missing, and overage. -
The Capacity vs Allocation by OBS 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 Capacity vs. Allocation by OBS report displays resource capacity and demand across investments. The report can be grouped by any OBS level, providing visibility into resources at any level of the organization. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs. -
This Excel document provides a template for mocking up and validating portlet requirements. The template is important to use to help end users visualize the final output of a portlet. Template Defines:- Portlet Name
- Portlet Purpose
- Portlet Description
- Portlet Security
- Portlet Placement
- Portlet Filter Fields/Layout
- Portlet Grid Fields/Layout
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This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View. Instructions are also provided on how to synchronize a Roadmap. -
This training document is a Rego Consulting Quick Reference Guide to assist in the replacement of roles with named resources in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides detail on soft bookings, default allocation and requested manager. Instructions are provided on how to access requests from the Staffing Plan view and how to swap the role for a named resource. If requests are not fulfilled in their entirety, details are provided on how the excess allocation is handled. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.0.2 views. -
A Quick Reference Guide to assist in the creation of Tasks using the Clarity Gantt. The screen shots utilize the Classic UX with the Phoenix theme.
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