- Introduction
- Reporting Options for Apptio
- Reporting Tips & Tricks
- Reporting best practices
- Custom Report Showcase
-
A presentation slide deck from Rego University 2022. This class reviewed Apptio reporting options, tips & tricks, etc. -
Reporting is typically the only interaction executives, and stakeholders have with Apptio, so reports should be pristine. In this session, we will show you how to improve your Apptio reporting, making it more visually appealing, intuitive, and digestible. We'll give you some tips on how to make your reporting in Apptio pop out like conditional highlighting, leveraging html components, layout and design techniques. -
A presentation slide deck from Rego University 2022. An outline of topics used for a Apptio Round-Table discussion. -
Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis. This report displays Investment Name, Task Name, Resource Name and its monthly assignments. You can further narrow your search by OBS Type & Path, Investment Manager, Investment Name, and Year -
Assignments by Task Over Time report display all assignments by task for all resources. Information can be drilled down to yearly, quarterly or monthly level. This report helps in determining the tasks a user is assigned to or how many hours a user is assigned to a task. You can further narrow your search by OBS Type & Path, Project ID, Project Name, Task Name, Assignment Resource, Is project Active?, Is Template? And Month End date. -
The Audit Trail portlet displays information about audited attributes. It is nearly identical to the view and functionality of the “Global Audit Trail” offering on the admin side. It offers filters for the Object ID (resource internal id, project internal id, etc.), Object Name (Jim Brown, Project A, etc.), Changed By, a date range for the changed date and the operation of the change. It is capable of reporting on the following:- Object (Resource, Project, etc.)
- Object Name (Jim Brown, Project A, etc.)
- Parent Name (if the object were a sub-object)
- Attribute code (the attribute id from the attributes list on the object)
- Operation (Update, Insert, Delete)
- Changed By
- Old Value
- New Value
- Date Changed
-
Discover how to utilize Datalink and its expanding range of system integration connectors to automate data processing and streamline your TBM processes. This session will cover tips and tricks for efficient month-end processing, testing, and validation, as well as delve into the use of Datadrop, integration with ITP, and API implementation. Enhance your TBM experience by mastering automation and streamlining techniques. -
Has your organization made significant investments in technology solutions without seeing precise results? Do you have the right capabilities yet lack a vibrant and interconnected end-to-end solution? Come to this session to learn more about the importance of a living strategic roadmap and how Rego's Digital Ecosystem Assessment program can help. This session will review the key elements needed to create an effective roadmap that can help optimize your digital ecosystem, drive increased maturity, and increase engagement within your organization. -
Looking to automate some tasks within your Clarity environment? This class will guide you through Clarity's workflow engine, covering instance vs. general processes, start options, action types, pre and post conditions, MUX workflows, and notifications. -
This course will introduce fundamental programming concepts like variable assignment, conditional statements, and loops. The class will be taught in GEL and will build a solid foundation for future programming skills. -
This introductory course will teach students how to query the Clarity database using SQL. We will discuss different methods to query the database, the basics of SQL, and the Clarity data model. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience. The document reviews the process to create a benefit plan and then add it to a cost plan.
