RegoXchange
  • The Percent Time by Type and Timescale - Graph portlet shows a breakout of time by timescale for resources the logged in user has view rights to.  This portlet gives the Clarity user the ability to show the amount of hours spent on each project type 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.
  • What should I expect to see within my organization related to PM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry. This class will share Rego's observations on industry trends within PPM.
  • A presentation slide deck from Rego University 2022.  Document reviews the 7 trends that Rego is seeing in the PPM space.
    • Trend 1: Going Beyond Strategic Alignment
    • Trend 2: Pivoting Quickly
    • Trend 3: Value Scrutiny for PPM
    • Trend 4: Hybrid Financial Management
    • Trend 5: AI has the Buzz, Predictive Analytics has the Momentum
    • Trend 6: Balanced Ecosystem of Tools
    • Trend 7: Collaboration
  • What should I expect to see within my organization related to PM over the next couple of years?  How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry?  This class will share Rego's observations on industry trends within PPM.
  • What should I expect to see within my organization related to PM over the next couple of years?  How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry?  This class will share Rego's observations on industry trends within PPM.
  • Bringing back a classic topic with a modern update! Join this session to discuss tips and tricks for an optimized PMO experience in Clarity. This session is designed so attendees can share, collaborate, and benefit from their diverse experiences.
  • Bringing back a classic topic with a modern update! Join this session to discuss tips and tricks for an optimized project manager experience in Clarity. This session is designed so attendees can share, collaborate, and benefit from their diverse experiences.
  • Bringing back a classic topic with a modern update! Join this session to discuss tips and tricks for an optimized resource manager experience in Clarity. This session is designed so attendees can share, collaborate, and benefit from their diverse experiences.
  • A review of how AbbVie is driving greater visibility into projects at the Executive level and is eliminating/reducing duplicative work across the Business Technology Solutions organization by simplifying the overall PPM landscape.  This has been accomplished through implementation of consistent processes supported by Clarity as well as through system integrations with legacy systems like SAP, Fieldglass, and other Project Scheduling tools.
  • A Quick Reference Card to assist in the creation of Ideas in CA PPM.  Ideas are created by going to Home, then Demand Management and choosing Ideas from the list menu.
  • A Quick Reference Card to assist in the accessing and creation of Incidents in CA PPM.  Incidents can be found by going to Home, then Demand Management to the Incident list menu item.
  • This process emails a log file, as an attachment, to the specified email address.  This is useful for On-Demand clients to be able to view the entire log file instead of just a partial one in the “security.logs” hidden page.
  • This training document is a Rego Consulting Quick Reference Guide to assist with accessing the various project views in Clarity’s Modern User Experience.  Reviews the Tile, Grid and Board views for projects.
  • You are no longer regulated to the desktop browser to respond to action items.  Learn how Rego solved this problem using just your email.  We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered.
  • You are no longer regulated to the desktop browser to respond to action items.  Learn how Rego solved this problem using just your email.  We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered.
  • Imagine responding to Clarity PPM workflow tasks (like timesheet approvals, budget reviews, and stage gate decisions) directly from your email. No login required, yet all conversations, decisions, and even context from attachments and images are automatically - and securely - captured in Clarity. Sound like a dream? Join this class to learn how to save time and increase adoption with this easy innovation.
  • Actuals & ETC by Resource Assignment report provides project managers a single place to view Actuals and ETC associated with resources across multiple Tasks and Projects. It displays the following: Actual and ETC Hours by Start Date: Stacked Column chart that displays the total Actual hours and ETC hours per month of fiscal period. Grey color indicates Actuals and Purple indicates ETC hours during that month. Grid: Displays Investment name, Task, Assigned resource ETC and Actual hours per month of fiscal period. It also displays aggregated column and row totals for Actuals and ETC hours. You can further narrow your search by OBS Type, OBS Path & Start Date range.
  • This tech-trick details the steps to convert an ad-hoc view to a report.
  • Today's workforce is more diverse than ever, and a "one size fits all" approach to leadership is seldom effective. A remote/hybrid workforce presents unique challenges, and teams often represent many different generations each with unique characteristics and needs. Even if you are not in a formal leadership position, we all are responsible for reflecting leadership skills and traits that encourage a collaborative spirit where everyone can bring the best version of themselves to their efforts. We'll offer some insights and opportunities that will help you and your teams to thrive.
  • A presentation slide deck from Rego University 2022.   The document reviews the process to follow post tool implementation.
    • Typical Post-Implementation / Operational Challenges
    • Aspirations for and Outcomes of a High Performing Ownership Team
    • Model Solution:
    • Roles and Responsibilities
    • Intake, Triage, and Delivery Process
    • Clarity Board-Based Solution
  • JasperSoft as two font databases – one for display and one for pdf exporting. Not all fonts in the display database are in the exporting database. If you find you are not getting the proper fonts when exporting to PDF from JasperSoft this tech trick will show you how to add the missing font so your report exports as expected.
  • This Tech Trick provides step-by-step instructions for adding images into Clarity v13+ for use in portlets.
  • This tip with show you the html needed to add a JasperSoft report to a CA PPM HTML portlet.
  • A Quick Reference Guide to assist in the process of adding Rights to a Group in Clarity’s Modern User Experience.  A group is a collection of users that require the same set of access rights.  Access rights (Global, OBS, Instance) can be added to a group.
  • A Quick Reference Guide to assist in the process of adding Rights to a Group in Clarity’s Modern User Experience.  A group is a collection of users that require the same set of access rights.  Access rights (Global, OBS, Instance) can be added to a group.
  • A Quick Reference Card to assist in the adding of Subprojects to Programs.  Shows how add and remove from the Subprojects Subpage or from the Hierarchy Tab.
  • This training document is a Rego Consulting Quick Reference Guide to assist with adjustments to timesheet in Clarity’s Modern User Experience.
  • A presentation slide deck from Rego University 2021.  This course covered enabling the Modern UX and timesheets, creating a link to the MUX in the classic home menu, creating Blueprints and more.
  • This training document is a Rego Consulting Quick Reference Guide to assist Admins with Timesheet settings.
  • Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG. In the last portion of this class we will walk through the high level data model within the Clarity database and walk through some basic NSQL portlets. This is a more technical class focusing on basic configurations - designed for non-technical people.
  • Learn basic administrative tasks in this basic administration Clarity training, which includes setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices. These activities are focused on ongoing support vs. new configuration. Learn how to setup the ModernUX
  • Learn basic administrative tasks in this basic administration Clarity training, which includes setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices. These activities are focused on ongoing support vs. new configuration. Learn how to setup the ModernUX.
  • Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG.  In the last portion of this class we will walk through the high-level data model within the CA PPM database and walk through some basic NSQL portlets.  This is a more technical class focusing on basic configurations - designed for non-technical people (especially the last 3 hours of the day)
  • Learn basic administrative tasks in this basic administration CA PPM training, which includes setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices. These activities are focused on ongoing support vs. new configuration.
  • Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG. In the last portion of this class, we will walk through the high level data model within the Clarity database and walk through some basic NSQL portlets. This is a more technical class focusing on basic configurations - designed for non-technical people.
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