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This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience. This doc references version 16.1 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments. -
A presentation slide deck from Rego University 2022. A course outline document reviewing the innovative offerings from Rego. This course reviewed RegoXchange, Action Item Responder, Excel Data Manager, and innovations around Office 365. -
A presentation slide deck from Rego University 2022. This document is course material for an Advanced Admin class for Clarity’s Modern UX. Focus on this class was on Blueprints.- A presentation slide deck from Rego University 2022. This document is course material for an Advanced Admin class for Clarity’s Modern UX. Focus on this class was on Blueprints.
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- Modules - Channels
- Rules
- Fields Level Security
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- A presentation slide deck from Rego University 2022. This document is course material for an Advanced Admin class for Clarity’s Modern UX. Focus on this class was on Blueprints.
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The All Change Request portlet displays all change requests related to active projects that the logged in user has view rights to. The portlet provides the project manager a single place to view change requests across multiple projects without having to go into each project individually and allows for more efficient management and reporting across projects. The filter allows the user to narrow their search by date ranges, resources involved, and/or the project with which the Change Request is associated. Other alternatives for filtering include the category, priority or status of the Change Request. In the list view, a status is displayed for each Change Request (CR), along with the Project with which the CR is associated, the CR ID, the CR name, the resource to whom the CR is assigned, Priority, Expected Closure Date, and number of days the CR has remained open. Note: Only the projects that the user has viewer rights to will show up in the list. -
Do you want to understand the value of the new functionality in Clarity's most recent rollout? This class is for you! Attend an interactive demonstration and put these capabilities in action today. -
Are you leveraging Clarity's Roadmaps yet? Come to this session to learn how OOTB Roadmaps work. You will learn how to configure views, targets, widgets, boards, and more! You will leave with great ideas you can bring back to your organization! -
You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options and robust portfolio reporting and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more. -
Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse. -
This class explores the future of AI in project management, highlighting innovative use cases for predictive analytics. Participants will gain insights into how emerging AI technologies and gather an understanding between Predictive Analytics and AI. -
A Quick Reference Guide to assist in the creation of Action Items in Clarity’s Modern User Experience. The Action Items tile in Administration serves as a way to create Action Items in MUX without having to use Classic and create processes. Administrators can use the Action Items to create, update, and delete Action Items that can be triggered through Business Rules. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers creating and management of these project tools.
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This training document is a Rego Consulting Quick Reference Guide to assist with Entering and Submitting Time in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document includes Accessing & Selecting Timesheets, Populate Timesheet, Updating Timesheet, Submitting Timesheet and Entering Time for Someone Else.
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This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of the My Workspace area within Clarity’s Modern User Experience. This doc references version 16.2.1 views. Document reviews Checklists, Smartlists and To Do’s. -
This training document is a Rego Consulting Quick Reference Guide to assist with Staff Grid in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document provides detail on the use of the Staff Grid in the Staffing Modules in the Common Component functionality. -
This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics. -
This training document is a Rego Consulting Quick Reference Guide to assist with Time Entry Administration Settings for Timesheets. This doc references version 16.1.2 views. Document provides detail on Timesheet Options for the Modern UX and how to enable end user column configuration. Detail is also provided on how end users may configure their timesheet view. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of the My Workspace area within Clarity’s Modern User Experience. This doc references version 16.1.2 views. Document reviews Checklists, Smartlists and To Do’s. -
"Ensure you are keeping tabs on your Clarity environment. Clarity has key components that require monitoring to ensure consistent processing: - identify key modules like processes, jobs, financials, among others - identify customizations and common errors that can be improved" -
Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? DO you struggle with a lack of Executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively manage resources through engaging leadership, RMOs, and using more dedicated resources. Learn about some best practices for driving effective resource management across your organization. -
Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more. -
A Rego produced document that shows the stock reports and views in Clarity. Also includes views of Power BI reports available in RegoXchange. 193 pages.
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A one page comparison of of the two Clarity SaaS platforms. Broadcom's GCP vs the Rego AWS hosting platforms. Compares Cloud Infrastructure, Database Engine, Upgrade Control, Scalability, Performance and more.
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This training document is a Rego Consulting Quick Reference Guide to assist with management of Custom Investments in Clarity’s Modern User Experience. The document reviews navigation to a custom investment and then the various tabs related to the management of the investment. -
This training document is a Rego Consulting Quick Reference Guide to assist with use of the Task List Tab to manage project tasks in Clarity’s Modern User Experience. Document reviews the Task List Tab, and the Task Tab Sub Tabs. -
A Quick Reference Guide to assist in the population of the Project Property Details. Reviews accessing and updating the project property details. Also shows alternative in-line edits. -
A Quick Reference Guide that provides an overview of the Common Grid components in Clarity PPM’s Modern UX. Looks at functionality of the Common Grid view, View Options, Adjusting Columns, Details Panel, and Group by Mode. -
Are you struggling with the best way to manage new CA PPM releases? In this class you’ll learn the best practice for testing, release cadence, prioritization, and migration to higher environments. We will review strong business cases and discuss roles and process. -
** No Download - Do not Add to Cart ** One thing that impacts a successful project outcome more than anything else is the people resourced to do the work. Yet Resource Management is often the last part of Clarity PPM to be used because users can view it as complicated and intimidating. It doesn’t need to be. In this webinar, Rego’s expert guide Michelle Merriam-Day will walk you through the three key components to successfully using Resource Management in your organization: - Quantify your capacity - Establish investment-level demand - Leverage foundational view for analysis. There is no download for this content. Follow the link to view - http://info.regoconsulting.com/3-steps-basic-resource-management-april-2021 -
A Quick Reference Card to assist in the creation of project level dependencies. You can create dependency relationships that exist between investments in a portfolio using the dependencies page of project or program properties. A dependency can occur when a task in an investment requires to be completed before a task in another investment can begin. -
This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks. Useful when you want to make the changes to the project template which has a large WBS structure, and a lot of role assignments to tasks. -
Course Description: For clients that have both ServiceNow and Clarity PPM, passing information between the systems becomes vital for the enterprise with ITSM, demand, and PPM toolsets. One of the biggest areas of interaction is around demand management. Come and see Rego's integration solution, which flexibly allows for ServiceNow records (incident, problem, idea, enhancement, and demands) to generate Clarity PPM ideas or projects. -
Portlet to quickly show License Compliance for all license types. Simply Enter your License Limits in the filter – The portlet will display the three license types in a grid format with compliance chart and RYG Icons. -
This training document is a Rego Consulting Quick Reference Guide to assist with the updating, synchronizing and deleting of Roadmap investments in Clarity’s Modern User Experience. This doc references version 16.1 views. Detail is provided on how to update individual Roadmap items within the Grid View, Timeline View and Board View. Included are instructions on how to synchronize Roadmap investments and how to delete an investment from a Roadmap. -
A presentation slide deck from Rego University 2022. The course outline for creation of Power BI Dashboards for Clarity, Beginner Level.- Overview
- Connecting to Data Sources
- Reports and Dashboards
- Creating a Report
- Data Import Options
- Data Transformation
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A presentation slide deck from Rego University 2022. This document reviews best practices for Demand Management.- Define Demand for your organization
- Support the Planning business process directly in Clarity
- Think through the process to standardize forms and required data – from capturing the data to leveraging it in views, Roadmaps, Hierarchies and/or reports
- Identify and engage Users and Consumers
- Keep it simple: Understand expected business outcomes when defining required fields, and eliminate everything that isn’t necessary
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A presentation slide deck from Rego University 2022. The document reviews the best practices around annual planning for your Clarity instance.- Introduction
- Annual Planning Basics
- Clarity in Annual Planning
- Investment Tracking
- Resource Planning
- Financial Tracking
- Prioritization
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