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The Unlock Projects workflow process can be run through the "Execute a Process" job. The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days. This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects. -
Are you on an older version of CA PPM? Do you want to understand the value of the new features and functions in recent versions? Have you seen the new UX and do you wonder when is the right time to move over? This class is a demonstration of the new UX, new features in both classic and new UX, and the value of these features for customers. -
Most organizations use CA PPM as part of an annual planning process, in conjunction with an ITFM or financial system. There is often a struggle to know where CA PPM fits into the process and how to effectively connect the data and processes between these tools. In this class, we will discuss how a PPM tool and an ITFM tool fit together to support annual planning. -
Course Description: People are the #1 key to successful implementation, acceptance, and sustaining adoption after the project is long gone. Learn some tips and tricks on how to keep key stakeholders engaged. -
Course Description: Do some folks in your organization view Clarity PPM as worthless or of little value? In this class, we will discuss how to increase the value perception of Clarity PPM and innovative ways to sell the value Clarity PPM provides to stakeholders and users. -
Course Description: Some PMO members have started receiving questions about the relevance of the PMO. This session will discuss why the PMO is even more relevant for an organization as it shifts to an Agile mindset. -
Course Description: Are you ready to implement a continuous improvement practice within your PMO? This class is a working session to help build and sustain a continuous assessment initiative within your PMO, helping to manage goals and objectives from start-up through maturity. We will also discuss growth mapping to processes, tools, and strategic objectives. -
Course Description: Do you struggle with how to implement a perpetual education program that continues to add value within the organization? This session will discuss best practices in the creation and structuring of an ongoing training and mentoring approach to assist with Clarity PPM adoption. -
Course Description: No matter how hard we try many organizations cannot pry Excel out of the hands of project and resource managers. In this class, we will explore possibilities that embrace Excel as a great data entry tool. We will show useful case studies on quick Excel integrations deployed for customers. -
Are you starting a demand management implementation? Do you want to compare how you are using these functions vs. how others are using them? In this class, we will discuss some best practices from successful customers. -
Course Description: Have you considered using Rally Software® in conjunction with Clarity PPM? Have you seen or heard about the OOTB connector? This class will go through the OOTB connector in detail and show how Rego has built addons to enhance the connectivity between these two tools. -
Do you want to know more about building file-based integrations? Does your organization have an external BI tool like Cognos, Tableau, Domo, or Qlikview? This session will review strategies for getting data into your corporate BI tools. We will also show Rego's data extraction tool and how it can be used for all outbound file-based integrations to save money and time.
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