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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience. -
A Quick Reference Guide that covers task assignments in Clarity’s Modern UX. The guide reviews the Assignment Tab and updating ETC via two options. -
A presentation slide deck from Rego University 2022. This document reviews the best practices for using Roadmaps in Clarity. - Before Getting Started
- Do’s and Don’ts
- Bells and Whistles to Leverage
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Spot opportunities to improve timesheet accuracy and resource allocations by assessing timesheet compliance and allocation. Report Views include: • Allocation Variance • Capex vs Opex • Hours Detail • Resource Dtails • Single Manager Drill Down • Single Resource Drill Down • Timesheet Detail • Timesheet Summary • Unapproved Timesheets Demo Video: https://www.youtube.com/watch?v=yxIkkqSyrRU&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=8 -
A Quick Reference Guide to create / manage Widgets. You can add to any Grid view that supports them. The five types are: Number Tile, Pie, Bar, Progress Ring, and Target. -
This training document is a Rego Consulting Quick Reference Guide to assist with creating and management of a project team in Clarity’s Modern User Experience. The document reviews accessing teams, creating a team, allocating a team on an investment, as well as additional team related information. -
This training document is a Rego Consulting Quick Reference Guide to assist with creating a new project in Clarity’s Modern User Experience. The document reviews this both in the Project Page and in the Project Tiles locations. -
A Quick Reference Guide that reviews access to Project Tasks and Task To Dos in Clarity PPM’s Modern UX. -
Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG. In the last portion of this class we will walk through the high-level data model within the CA PPM database and walk through some basic NSQL portlets. This is a more technical class focusing on basic configurations - designed for non-technical people (especially the last 3 hours of the day) -
Have you ever thought about tracking customer feedback as part of your project closure? This class will show how lessons learned can be entered and tracked within CA PPM. -
This training document is a Rego Consulting Quick Reference Guide to assist with Task Assignments in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on how to use the Assignments tab to add resources to tasks, tips on how to group resource data, updating ETC values and Per-Period Metrics. -
Learn basic administrative tasks in this basic administration Clarity training, which includes setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices. These activities are focused on ongoing support vs. new configuration. Learn how to setup the ModernUX. -
Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? Do you struggle with a lack of executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively manage resources through engaging leadership, RMOs, and using more dedicated resources. Learn about some best practices for driving effective resource management across your organization. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments.
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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports.
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Make sure project deliverables are completed on time by tracking work progress and monitoring task assignments. Report Views include: • Work Details • Work Overview • Work Risk Issue and Change The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used. -
The primary purpose of roles is to determine the amount of resource requests based on unapproved (uncommitted) and approved (committed) projects. Roles are non-named resources which are later allocated to named resources within CA PPM. Using roles is the best way to do "What If" scenario planning and determine needed capacity. This document assists in making Best Practice decisions around setting up roles in Clarity. -
A Quick Reference Guide that assists in managing project tasks in Clarity’s Modern UX via the Classic Gantt. Reviews how to open the Project Scheduler and use of the Gantt View. -
The Percent Time by Type and Timescale - Graph portlet shows a breakout of time by timescale for resources the logged in user has view rights to. This portlet gives the Clarity user the ability to show the amount of hours spent on each project type by week, month, quarter and year. Using this portlet, the Clarity user can get an overview of all hours in a time period or use the filter to search for a specific dataset (as required). The portlet provides a filter for OBS and date ranges. -
** No Download - Do not Add to Cart** - Register for the White Paper at this link - http://info.regoconsulting.com/create-rmo-that-works-2020 Is your organization struggling to make sure you have the right people working on the right initiatives to meet your objectives? If so, you’re not alone. In this white paper, Rego’s Grant Zemont provides insight on what your company can do to create an RMO to get you pointed in the right direction for success. -
This Tech Trick provides step-by-step instructions for adding images into Clarity v13+ for use in portlets.
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