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A Quick Reference Guide to assist in the process of staffing a Project Team in Clarity. The document uses screen shots from the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist in the process of populating Project Properties. The document uses screen shots from the Classic UX with the Phoenix theme. -
Rego’s training deck for Project Management in Clarity using the Classic UX and the Phoenix theme. Reviews the OBS, WBS, Templates, Terms, Allocation vs ETC and more. -
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. -
A presentation slide deck from Rego University 2022. This course was a review of the power of perception and how to improve on the adoption of Apptio.- The Perception of Apptio
- The Perception of Adoption
- Driving Adoption
- Measuring Success
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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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A presentation slide deck from Rego University 2022. This course reviewed the value of a strategic roadmap for TBM.- Defining the Value of a Strategic Roadmap
- Roadmapping Methodology
- Best Practices
- TBM Roadmap Examples
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Are you struggling with implementing Agile tools in your organization in addition to CA PPM? This class will review best practices for implementing agile tools in conjunction with CA PPM - living in a Bi-Modal world. We will discuss how CA PPM can be used to govern both types of work and teams and how Agile tools should interface into CA PPM. -
Maximize the value of your training delivery by increasing end user engagement with the course content. Discuss options to optimize efficiency and help ensure users are engaged while participating in training. -
Are you ready to go beyond simple graph and grid portlets? This class will show you how to create and export portlets with hierarchical structure and drill-down capability, and includes examples of advanced portlets and complex queries. -
Have you ever experienced the downside of metrics? This class is a working session that review different types of metrics and the problems they uncover as well as the problems they can cause. Learn how to balance your positive and negative metric impacts.
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