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Course Description: Do you know what PPM, APM, Agile, ITFM, and other tools are available in the marketplace? Have you taken a strategic look at the key IT processes and tools that exist to support them? Have you been asked to evaluate and recommend a PPM tool? This class will review other ITBM tools and examine their pros and cons. We will also provide six keys to evaluating a PPM solution. -
A presentation slide deck from Rego University 2022. A review of the best practices in IT Planning from an Apptio perspective.- Custom layouts
- Bookmarks
- Dropdown and autofill
- Cost object permissions
- Dashboard reports
- Targets
- Change history / Event Log
- Data input enforcement
- Managing archive
- Stay on top of product updates
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Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include:- Roadmap Details
- Resource Investment Demand
- Roadmap Financials
- Roadmap Investment Gantt
- Roadmap Item Gantt
- Roadmap Overview – Default Scenarios
- Roadmap Overview – Single Roadmap Selection
- Scenario Comparison
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Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include: • Roadmap Details • Resource Investment Demand • Roadmap Financials • Roadmap Investment Gantt • Roadmap Item Gantt • Roadmap Overview – Default Scenarios • Roadmap Overview – Single Roadmap Selection • Scenario Comparison Demo Video - https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7 -
The Investment Assignments by Task report provides a detailed breakdown of effort at the task-assignment level for each investment. It displays both actuals and estimates for resource assignments, along with task status, percent complete, and assignment start and finish dates. Totals are available at the investment level, making it easy to analyze workload, progress, and effort distribution across tasks and resources. -
The Investment Allocations and Assignments report provides visibility into team member allocation, task assignment, and variance amounts by investment across time periods. A chart highlights allocation compared to assignment amounts by period. Results can be displayed by week, month, or in total, and viewed in either hours or FTEs for each team member and investment. Interactive visuals make it easy to compare planned effort against actual assignments at the team member and investment level. Content Type: Business Intelligence, PowerBI Report -
Rego’s training materials on Clarity PPM Financials. This slide deck in based on the classic version of Clarity v15.4.1. Course materials start with an introduction, move to Cost Plans, Budget Plans and then finish with Reporting of Financial Data. There is also an appendix of supporting information. -
What if you could see tomorrow’s challenges and opportunities before they happen? Join us for an exclusive demo of new Predictive Analytics features for Clarity. You'll discover how predictive insights can deliver early warnings, risk signals, and actionable recommendations—empowering you to move from reactive firefighting to proactive decision-making. -
Want to boost Clarity adoption and data quality, all while having fun and keeping users engaged? Learn how gamification can benefit your organization in this exclusive demo. Check out features that reward users for desired behaviors, enable personalization, and offer fun ways to track project health through the animated world of Planimals.

