RegoXchange
  • A presentation slide deck from Rego University 2022.   This course reviewed Adoption Metrics and Reliable Data Collection.
    • Reliable Data Collection and Business Performance
      • Adoption Metrics and Customer Adoption
      • Data Quality, Data Integrity and Ensuring User Confidence
      • Business Performance
  • This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document references the Tasks and To Do’s menu items and their associated widgets.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Card View within Hierarchies in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document provides detail on View Options, Color By, Card Fields and Card Metrics. Information on how to roll up metrics via an aggregation or calculation method.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Grid View within Hierarchies in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document covers information on how to export to CSV, filter, create and save Views, use of the Column Panel and the Details panel.
  • 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.
  • Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity.  Learn how you can introduce email-based approvals with Rego's action item responder.  Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration.  Finally, understand Rego's pre-built connectors and how they can benefit your instance.  Including blueprint migrator.  Include free tools like GEL builder, query, XOGbridge.
  • Are you starting a demand/portfolio management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
  • Are you starting a resource management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers.
  • It is quite common for Rally and Jira to coexist. However, connecting them effectively enhances the value stream for development teams and product owners. Learn what is available to make this happen along with some typical design patterns.
  • Course Description:   This class will provide a list of daily and weekly activities that every project manager should follow to leverage Clarity PPM more effectively.
  • Course Description:  This class will provide a list of daily and weekly activities that every resource manager should follow to leverage Clarity PPM more effectively.
  • The Time Tracking Stalker – Resource workflow process is used to notify resources that fail to submit a timesheet in a prior week. The workflow checks for active resources, hire/termination dates, track mode, and open for time entry. This process helps to ensure resources submit timesheets in a timely manner.  In version 13, the email can be enhanced to include colors, bold, underline, and other HTML formatting.
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