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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. -
Part of the Business Transformation collection, this bar-chart portlet displays investments and (if exists) any child investments, which are at risk with regard to the schedule of the investments. -
Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute. Chart shows Idea Progress names in legend, and count total is available as a mouse-over. No filters available on this portlet. -
The Dashboard: Project Information portlet gives a set of high-level information about the project. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. The portlet displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish. -
Are you still using all classic UX? Are you wondering how and when you should transition to the new UX? This class will be a practical guide on how to know what to move and when to move. We will discuss real use cases and help provide guidance on this strategic decision. -
The Missing Time by PM portlet displays all missing or late timesheets for resources staffed on a project where the logged in user is the project manager. Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Project managers may use this portlet to determine the timesheet status of resources staffed on their projects. You may narrow the results by filtering by resource manager, period start, resource name, or status. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet. -
The Dashboard: Phase Gantt portlet gives an overview of all WBS level 1 tasks or milestones for a single project. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. The portlet displays the name, and a graphical representation of the timeline for the phases. The date range may be configured by day, month, year, or quarter. The start date may also be configured to any date or a relative date (start of current month, start of next year, etc). -
A presentation slide deck from Rego University 2022. The course outline document for the creation of NSQL Portlets for Clarity.- Multi-Dimensional Portlets
- NSQL Syntax
- Creating a sample portlet
- Limitations
- Common errors and best practices
- Hierarchical Portlets
- NSQL Syntax
- Creating a sample portlet
- Limitations and best practices
- Multi-Dimensional Portlets
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A presentation slide deck from Rego University 2022. This document is an outline of the basic administration of Clarity’s Modern User Experience.- Introduction
- First time setup
- Activating Modern UX and Timesheets
- Creating a Link to the Modern UX in the Classic Home Menu
- Navigation and modules
- Blueprints
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A presentation slide deck from Rego University 2022. An introduction to Jaspersoft Studio for reporting in Clarity.- Introduction
- Configuration Basics
- Security Basics
- Installing Jaspersoft Studio
- Interface Introduction
- Data Adapter Setup
- Server Connection Setup
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A presentation slide deck from Rego University 2022. This document outlines the training for our Data Model Class.- Base Tables
- Modern UX
- Data Warehouse (DWH)
- Tips and Tricks
- Admin Activities and System Settings
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A presentation slide deck from Rego University 2022. This document reviews the importance and principles of Organizational Change Management.- Why is Organizational Change Management Important?
- Impacts of not recognizing the need for an Organization Readiness (OR) Plan
- What are the components of Organizational Change Management?
- Considerations and activities for building a good OR Plan
- How to execute Organizational Change Management
- Framework – Proven Methodologies and Tools
- Q&A
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