RegoXchange
  • The Project Data Issues portlet is used to identify data exceptions related to project setup.  This portlet helps to identify where projects are missing key data or are possibly sitting in an exception state.  This view will show projects that have one or many exceptions, including inactive projects. The user may also narrow the results by project, OBS, or project type.
  • The Project Data Issues portlet is used to identify data exceptions related to project setup.  This portlet helps to identify where projects are missing key data or are possibly sitting in an exception state.  This view will show projects that have one or many exceptions, including inactive projects. The user may also narrow the results by project, OBS, or project type.
  • The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:
    • PMs may have several critical tasks that were supposed to start on a certain date.  To verify progress, they filter for that start date to perform a review of the tasks.
    • PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
    • PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)
    The table below describes the available columns in the portlet. The first 10 are configured in the default view:
    Column Label Description
    Project ID Unique project identifier
    Project Name Name of the project
    Project Manager Manager of the project
    Task Name Name of the task
    Task Status Not Started, Started, or Completed
    Task Start Start Date of this task
    Task Finish Finish Date of this task
  • The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:
    • PMs may have several critical tasks that were supposed to start on a certain date.  To verify progress, they filter for that start date to perform a review of the tasks.
    • PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
    • PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)
    The table below describes the available columns in the portlet. The first 10 are configured in the default view:
    Column Label Description
    Project ID Unique project identifier
    Project Name Name of the project
    Project Manager Manager of the project
    Task Name Name of the task
    Task Status Not Started, Started, or Completed
    Task Start Start Date of this task
    Task Finish Finish Date of this task
  • The All Risks portlet displays all risks related to active projects that the logged in user has view rights to access.  The portlet provides the project manager a single place to view risks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays Project ID, Project, Risk ID, Risk, Category, Assigned to, Status, Probability, Impact, Priority, Target Resolution Date, and Days opened. The filter allows narrowing down of the risks by several different criteria. Note: Only the projects that the user has viewer rights to see will show up in the list.
  • The All Assignments portlet displays resource assignments across multiple projects. Currently, assignment information displayed for the project, in OWB, or MSP is limited to a single project. This portlet will provide a single view of the assigned data for all assignments across multiple projects. The portlet displays project actuals and estimates from the project (datamart tables). The Days Late field is calculated by the baseline date, while the Days Old field is calculated by today's date. Note: Only the projects that the user has viewer rights to will show up in the list. Filters provide the PM, RM, and individual resource the ability to monitor work progress across multiple projects. For example: ~ PMs can filter for all assignments that were to be completed by a given date but still have "Started" or "Not Started" status. ~ If multiple projects are utilizing the same resource, the PM or RM can filter for assignments utilizing that specific resource to prevent over-utilization. ~ A resource may filter for all assignments assigned to them, providing a picture of their total body of work.
  • This course will take a deeper dive into Clarity portlets. We'll take the next step after configuring object based portlets, and learn how to write an NSQL query to provide data to your portlet. We'll cover different types of portlets, grids, graphs, and multi-dimensional portlets, demonstrate how to surface the portlet on a page, and channel to it from Modern UX. Including HTML portlets and scripting tips.
  • 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.
  • Gaining adoption with Clarity can sometimes feel daunting. However, there are some great best practices and lessons learned that drive successful and easy adoption! Come to this session and learn from your peers about better and easier adoption practices. This roundtable will be moderated and give you some great ideas to take home! We will have an expert panel and then divide into small groups to discuss customer selected topics. 100% sharing, 100% learning.
  • With ValueOps Insights you can gain transparency into full value stream analytics. Come learn about metrics to run your business including flow metrics, DORA, and value realization metrics that give your management team a compass to find the value your teams are delivering.
  • With its end-to-end capabilities and aggregated data, ValueOps is an ideal platform on which to build the ultimate AI for value stream management. In this must-see session, Jean-Louis Vignaud, Head of ValueOps, will outline his vision of how our next generation of AI features will help deliver curated visibility, guided alignment, and augmented efficiency to the enterprise.
  • Did you stray from OOTB? Was that the right decision? This will be a discussion on pros and cons of sticking to Clarity’s stock attributes, views, and general capabilities. When does it make sense to avoid custom configuration? Conversely, when does it make sense to move beyond the standard OOTB setup?
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