RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist resource managers with the adjusting of timesheets.  This doc references version 16.0.2 views. Document provides guidance on how to use the Review & Approve tab to adjust time that has already been entered by a resource.
  • This training document is a Rego Consulting Quick Reference Guide to assist with staffing the Idea Team in Clarity’s Modern User Experience.
  • A Rego training deck that walks through the various aspects of Open Workbench and offers tips and trick on using the tool to manage projects in sync with Clarity.  Covers: Opening a plan, Multiple Staffing, Preference Options, Quick Access Toolbar, Quick Search and Quick Filter, Views and Filters, Copying Plans, Work Breakdown Structure, Dependencies, Assignments, Autoschedule, Baselining and Plan Closure.
  • A Quick Reference Guide to assist in the use of the Portfolio Reporting in Clarity’s Classic UX.  Reviews the Scorecard in the Portfolio menu, portlet available, and exporting data as reports.
  • Learn how to create Custom Domains and Dashboards on the fly with Rego's Atul Kunkulol. This is a fun technique to use with your Demand and Capacity.  Download is the slide deck file.  To view the webinar click here - http://event.on24.com/wcc/r/1219157/B398371FAAAF960D6B26717D66F8011A
  • This portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well as the number of timesheets that were completed and the percent complete.  This can also be filtered by OBS so that a company can see timesheet compliance at the OBS level.
  • The Allocation Compliance Pie Chart portlet gives a view of active resources' allocation compliance within a date range and OBS displayed in a pie chart.  It allows the user to the percentage of resources over, under, and adequately staffed on projects over a selected time period.   This portlet leverages the daily allocation and daily availability slices as well as only active investments.  The portlet provides filters for specific dates (required) and OBS.
  • The Percent Time by Type and Timescale - Grid portlet shows a breakout of time by timescale for resources the logged in user has view rights for using the timeslices.  This portlet gives the Clarity user the ability to show the amount of hours spent on a project 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 ** As Clarity's Modern UX continues to evolve with each release, so has the transition conversation among Clarity Product Owners and Administrators. It's no longer a question of "if" and "when;" the question is, how? In this webinar, we'll explore some best practices that enable a successful shift from Classic to Modern. Through a collaborative discussion of overarching strategies to a step-by-step checklist, this session is designed to help you quickly position your users to take advantage of Clarity's latest and greatest capabilities. Nothing to Download - See Link below. http://info.regoconsulting.com/when-to-move-to-modernux-aug-2020
  • This paper will help you launch a PMO—or facelift the one you’ve got—by making sure your PMO charter can handle strategic heavy lifting. It covers everything from getting stakeholder buy-in to achieving successful adoption throughout your organization. This White Paper is downloaded from the Rego Consulting site. You will be asked to provide your email address and current ppm tool.  - http://info.regoconsulting.com/launch-pmo-whitepaper ** No Download - Do not Add to Cart **
  • A quick reference card to assist you in making Action Items in CA PPM.  Action Items are non-tasks that you assign to yourself, or others assign to you.   You create personal action items in the Actions Item portlet on the Overview page.
Go to Top