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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. -
A presentation slide deck from Rego University 2022. A course outline that reviews the reasons for integrating with Clarity and how to do them well.- Why integrate?
- Integration Options
- Most Common Integrations
- Lessons Learned
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You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options and robust, portfolio reporting and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more.
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Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse. -
A presentation slide deck from Rego University 2022. The course outline for creation of Power BI Dashboards for Clarity, Beginner Level.- Overview
- Connecting to Data Sources
- Reports and Dashboards
- Creating a Report
- Data Import Options
- Data Transformation
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Utilize Power BI with the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hands-on beginner training for Power BI. learn how to build basic visuals and reports against the Clarity data warehouse. -
Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse. -
Course description: “Are you ready to go beyond simple graph and grid portlets? This class will show you how to create and export portlets with hierarchical structure and drill-down capability, and includes examples of advanced portlets and complex queries.” Download file is the presentation slide deck. -
Are you ready to go beyond simple graph and grid portlets? This class will show you how to create and export portlets with hierarchical structure and drill-down capability, and includes examples of advanced portlets and complex queries. -
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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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. -
A Quick Reference Guide for utilizing Portfolio Targets in Clarity’s Classic UX. Reviews the target menu and using breaking down roles for use in portfolios.
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