- Introduction
- Why?
- Migration Strategies
- Planning the Pilot
- Tactical Checklist
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A presentation slide deck from Rego University 2022. This document reviews the reasons for and the steps to migrate to Clarity’s Modern User Experience. -
See how multiple Rego innovations can save time, reduce effort, and increase adoption across your organization. Leverage Power Automate to connect Clarity with SharePoint, Teams, and Outlook—automating tasks like creating Teams for projects, managing permissions, and sharing reports with non-Clarity users. Discover how the RegoLink PowerPoint add-in keeps decks up to date with templates and live Clarity data, and how the Excel Data Manager (EDM) simplifies bulk updates by letting you edit and validate data in Excel before syncing back. -
Looking for metrics that you can implement immediately in CA PPM? This class will be a working session to review all of the content available out of the box and within the CA and Rego content packs. This will provide you the options for metrics the represent industry best practice without the costs to develop them. -
Have you ever experienced the downside of metrics? This class is a working session that review different types of metrics and the problems they uncover as well as the problems they can cause. Learn how to balance your positive and negative metric impacts. -
Are you struggling with Apptio user engagement and adoption? Do you struggle to get stakeholders to provide data or executives to log in to Apptio? If you've spent time, energy, and funding to develop a great TBM program but are not seeing the engagement you want, this session is for you. We will show you how to drive Apptio adoption and improve stakeholder engagement. -
A presentation slide deck from Rego University 2022. This course was a review of the power of perception and how to improve on the adoption of Apptio.- The Perception of Apptio
- The Perception of Adoption
- Driving Adoption
- Measuring Success
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How do I mature my portfolio planning? What is my organization's next steps in maturing our portfolio planning processes, and how can CA PPM or other tools help? This class will review industry trends related to portfolio planning and talk about what each organization should aspire to portfolio processes. -
A presentation slide deck from Rego University 2022. This document reviews the options for managing schedules outside of the Clarity tool.- Introduction to scheduling
- Why use an external scheduler?
- Who uses what?
- Scheduler-Specific Decision Factors
- Discussion: Scheduler Challenges
- Tips to help user adoption
- Is it time to just use Clarity?
- Microsoft Project OOTB or The Rego Connector?
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Rego’s course materials for managing projects with Clarity PPM. This slide deck is created using Clarity version 15.6 and focuses on the Classic user interface. The course material covers the following:- Project Management Overview
- Managing Projects
- Staff the Team
- Work Breakdown Structure (WBS)
- Resource Assignments to Tasks
- Clarity PPM Autoschedule
- Financial Management
- Risks, Issues, and Change Requests
- Controlling a Project
- Program Management
- Portlets and Reports
- Clarity PPM New UX – Life of the PM Interface
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This training document is a Rego Consulting Quick Reference Guide to assist with the use of Clarity’s PPM Gantt. -
A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab. Reviews accessing the Task Tab, manage task in the Grid, Board and Timeline views. -
A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab. Provides a quick review of WBS, accessing the Task List Tab, the associate Sub Tabs, task level conversations, Task To Do’s, Task Assignments, and Task Properties.
