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Learn how to discover business processes and automation patterns, using new technology from ConnectALL to power your Value Stream Management. The key is to understand and map automation patterns that both enables new business and accelerates adoption of ValueOps -
Do you want to know more about building integrations using CA PPM's web services? This session will be a hands-on lab to build a web service-based integration and discuss situations where other web services can be used. -
A Quick Reference Card to assist in the building of Power Filters in CA PPM. A power filter is a custom filter that searches a list page by criteria you define. Only one power filter can be created for a list page. -
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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This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks. Useful when you want to make the changes to the project template which has a large WBS structure, and a lot of role assignments to tasks. -
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. -
Course Description: “For clients that have both ServiceNow and CA PPM, passing information between the systems becomes vital for the enterprise with both ITSM and PPM toolsets. One of the biggest areas of interaction is around Demand Management. Come and see Rego's Integration solution which flexibly allows for ServiceNow records (Incident, Problem, Idea, Enhancement, and Demands) to generate CA PPM Ideas or Projects. This lets you control where you want to perform Demand Management, and the work lands in CA PPM's Project either way.” Download is the slide deck used for the presentation. -
This course will provide an overview of CA PPM Demand Management functionality. Topics include: - What is Demand Management?
- Accessing and Creating Ideas
- Staffing the Idea Team
- Creating and Approving Idea Financial Plans
- Idea Conversion to another Investment Type
- Accessing and Creating Incidents
- Adding Incident Tasks to a Project
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Are you considering the use of CA PPM's benefits tracking for planned and/or realized benefits? This session will be a review of common use cases for putting benefits forecasts and realized benefits into CA PPM along with the reporting available out of the box and within RegoXchange. -
Canada Life shares their Clarity Implementation experience, and the lessons learned from the process. -
Capacity Graph report provides the Resource Managers & PMO a single place to view Monthly Availability, Allocations, Actuals and Assignments for one or more active resources. Information is displayed in the form of a line chart. Legend displays the color associated with each metric. Mouse over the line chart displays hours associated with that corresponding metric. This report provides Managers a simple means to analyze: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability and helps in determining the areas of improvement. User can further narrow their search by OBS Type & Path, Month Start Date, Resource Name, Resource Manager, Primary Role & Employment Type. -
Capacity Graph report displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. Report contains the following components: KPIs: Displays Available hours, Allocation + ETC for filtered criteria. Bar graph: Displays Allocation + ETC by primary role Line chart: Displays Availability, Allocations, Actuals and Assignments by time period. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyze: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. User can further narrow their search by OBS Type & Path, Resource Manager, Primary Role, Start and End Date.
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