RegoXchange
  • A Quick Reference Card to assist in creating a project in CA PPM.  Reviews options of creating from New or New from Template.
  • The Project Status Summary 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 Project Status Summary report displays summary information about a project, including current stage, overall status, key accomplishments, upcoming activities, the cost and amount of resources that are consumed, mapped risks indicating categories with a high number of risks, and a high-level Gantt chart displaying information about the project phases and key milestones.
  • Fiscal periods in DWH may need to be changed if we need to increase or decrease the number of periods for reporting.
  • So, you have the portlet xogged in, what now?  This guide will show you how to create a page, add the portlet to the page, and add the page to the menu.  This activity requires the appropriated admin rights to add content to CA PPM.
  • 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 are other companies storing or managing documents? This session will discuss options for using native CA PPM, linking to SharePoint, connecting directly to SharePoint, using Google docs, as well as other options. This session will also discuss options for document approval workflows within CA PPM for both collaborative documents and attachment fields.”  Download file is the slide deck used during the presentation.
  • The Time Tracking Stalker – Resource workflow process is used to notify resources that fail to submit a timesheet in a prior week. The workflow checks for active resources, hire/termination dates, track mode, and open for time entry. This process helps to ensure resources submit timesheets in a timely manner.  In version 13, the email can be enhanced to include colors, bold, underline, and other HTML formatting.
  • Course Description:  This class will provide a list of daily and weekly activities that every resource manager should follow to leverage Clarity PPM more effectively.
  • Course Description:   This class will provide a list of daily and weekly activities that every project manager should follow to leverage Clarity PPM more effectively.
  • It is quite common for Rally and Jira to coexist. However, connecting them effectively enhances the value stream for development teams and product owners. Learn what is available to make this happen along with some typical design patterns.
  • Are you starting a resource management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
  • Are you starting a demand/portfolio management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
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