RegoXchange
  • A Quick Reference Guide to assist in using the Hierarchies Grid view in Clarity’s Modern UX.   The Hierarchy grid provides the ability to create new hierarchies, filter, add fields to the gird, save and load views, export the list of hierarchies and review the details of a hierarchy.
  • A Quick Reference Guide to assist in the creation of Hierarchies in Clarity’s Modern UX.   Clarity PPM provides the ability to create one or more hierarchies that define the relationships between ideas, projects or custom investments.   Each hierarchy contains up to a 500 tree card diagram that shows a parent-child relationship between the tree cards.
  • Every chocolate bar starts as a cocoa bean, just like every project starts as an idea.  Clarity was designed as the centralized process that transforms raw ideas into beautifully wrapped, ready-to-launch deliverables. It took a partnership across multiple divisions to ensure success!
  • Hershey shares their path to Power BI reporting. They discuss Power BI ways of working, Defining Executive Level Metrics, Design & Development, and Next Level Reporting.
  • Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments.  Portlet is a combination of Line Chart and Vertical Bar Charts.  It displays data for one or more portfolios depending on rights and filters.  Green Line represents Portfolio Target Benefits.  Light blue bar represents aggregation of investment Planned Benefits.  Dark blue bar represents aggregation of Investment Realized Benefits (actual benefits).  Filtering is available for Above or Below Waterline investments OR all portfolio Investments.  May also filter on Portfolio values as well as Plan values.  Filtering also available for Active vs Inactive Portfolios.
  • Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments.  Portlet is a combination of Line Chart and Vertical Bar Charts.  It displays data for one or more portfolios depending on rights and filters.  Green Line represents Portfolio Target Benefits.  Light blue bar represents aggregation of investment Planned Benefits.  Dark blue bar represents aggregation of Investment Realized Benefits (actual benefits).  Filtering is available for Above or Below Waterline investments OR all portfolio Investments.  May also filter on Portfolio values as well as Plan values.  Filtering also available for Active vs Inactive Portfolios.
  • Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments.  Portlet is a combination of Line Chart and Vertical Bar Charts.  It displays data for one or more portfolios depending on rights and filters.  Green Line represents Portfolio Target Benefits.  Light blue bar represents aggregation of investment Planned Benefits.  Dark blue bar represents aggregation of Investment Realized Benefits (actual benefits).  Filtering is available for Above or Below Waterline investments OR all portfolio Investments.  May also filter on Portfolio values as well as Plan values.  Filtering also available for Active vs Inactive Portfolios.
  • The Give PM Collaboration Manager Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Project Manager the Collaboration Manager rights to their projects. Often times, PMs are not set as Collaboration Managers when the project is created. This script can be run to automatically give a PM the Collaboration Manager rights to their projects, without having to go through the projects one by one.
  • The Give PM Collaboration Manager Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Project Manager the Collaboration Manager rights to their projects. Often times, PMs are not set as Collaboration Managers when the project is created. This script can be run to automatically give a PM the Collaboration Manager rights to their projects, without having to go through the projects one by one.
  • The Give PM Collaboration Manager Rights workflow process can be run through the "Execute a Process" job.  The workflow will execute a query that gives a Project Manager the Collaboration Manager rights to their projects. Often times, PMs are not set as Collaboration Managers when the project is created. This script can be run to automatically give a PM the Collaboration Manager rights to their projects, without having to go through the projects one by one.
  • This quick discussion will highlight tips for ensuring you will get the most out of your Rego University experience. We will discuss how to select classes, meet with peers, and obtain one on one advice over the 3 days of the conference.
  • Course Description:   Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity PPM to seamlessly improve collaboration and team productivity.
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