RegoXchange
  • Installation files are not provided with the download.  While the MUX Migration Tool is free, it does require some time by Rego Technical Staff to install.  Approximately 4 hours is required.  If you are current Rego Customer, this time can be applied against a current project if you choose, or against an Ad Hoc SOW/PO you have in place with us. Please reach out to your friendly Rego Account Director to arrange to have the tool installed.  Installation files are not provided with this download.  They will be installed by our staff. If you are currently not a Rego client, we invite you to reach out to us at info@regoconsulting.com and we can arrange to set up an Ad Hoc bucket of hours for this install and any future work we can do for you.
    *Note:  MUX Migrator v2.0 will only work on Clarity versions 16.1.0 and higher.   The Migration Tool for Modern UX Components provides the ability to migrate Blueprints, Views, and Field Level Security between environments.  Previously, the promotion of these components needed to be done manually.  This functionality, to be utilized by an administrator, is available under the Custom Objects Area of Clarity. Source to Target Approach The user would first create an ‘MUX Migrator’ instance and populate the associated details.  Once ready, they will use the “Populate Stage Content” action which will run a workflow in the background to populate a Staging Table with Source Environments content.  (Blueprints, Views, and Field Level Security)
    After a successful populate, they would navigate to the “MUX Configuration” module where they can decide on what content they want to migrate between environments.  They can select one to many components they wish to migrate. Once the “MUX Configuration” sub-object is populated, the user can navigate back to the “Properties” module.  Once a password is populated, the user can use the Actions drop-down to run the “Migrate Content to Environment” workflow.  This will run a process that will migrate the content from the source environment to the target environment. JSON Approach The user would first create an ‘MUX Migrator’ instance and populate the associated details.  They would navigate to the “MUX Configuration” module where they can decide on what content they want to migrate between environments.  They can select one to many components they wish to migrate. Once the “MUX Configuration” sub-object is populated, the user can navigate back to the “Properties” module.  The user can use the Actions drop-down to run the “Export JSON” workflow.  This will run a process that will generate a .txt file located in the “JSON File” attribute.  That file can be downloaded from the Source Environment.  The user can then login to the Target Environment.  The user would first create an ‘MUX Migrator’ instance and populate the associated details.  Once the ‘MUX Migrator’ instance is created, they can upload the JSON File that was downloaded from the Source Environment.  The user can use the Actions drop-down to run the “Import JSON” workflow.  This will run a process that will generate read the file located in the “JSON File” attribute and load the configuration into the Target Environment. View Administration The user would first create an ‘MUX Migrator’ instance and populate the associated details.  They would navigate to the “MUX View Administration” module where they can decide on what views they would like to update the creator of.  They can also reset the “default” view displayed when logged in for a resource(s), Security Group(s), or Resource OBS Node(s). Prerequisites
    • The user will create the migrator instances/run the processes in the Target Environment they wish to migrate content to (E.g., Run this in PROD to migrate the content from a lower environment to PROD)
    • Any attributes that are part of the Blueprints, Views, or Field Level Security must exist in the target environment.
    • The user that is utilizing the content must have the following security rights associated to their account.
      • XOG rights to all the associated objects
      • View/edit security rights to the MUX Migrator Object and MUX Migrator Content Object
      • oView rights to the MUX Migrator Staging Table Object
      • API-Access
      • Process Start or Process AutoStart – All
  • Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Over Allocation • By Project • By People • Project Resource Details • No Allocations by Project • No Allocations by People The main file will access data through custom queries created via Rego Odata connector.
  • This Roadmap add-on provides configurable Role-based metrics that can be used in the grid view as targets and constraints. Select your valuable roles in the “targets” and once selected, the “sync” button will bring in any current allocations against projects and allow editing any of the total numbers directly in a scenario.  This will provide deeper insights into impacts of plans on teams/resources in addition to the out of the box money and time constraints.
  • Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics. Project metrics measure how effectively project managers are using Clarity to manage their projects. Resource metrics measure how effectively resource managers are using Clarity to manage resources. Metrics are scored on a scale of 0 to 5, with higher scores indicating greater adoption and use. All metrics can be viewed numerically or graphically, and can be broken out by OBS. In addition, metric data can display as a 12-month rolling history to help identify trends. Project metrics can also display by lowest / highest adoption rates for a specific resource metric or all resource metrics. There is a variety of way to view the Adoption Metric data, therefore, Rego has made this simple by creating an Adoption Metrics object that contains multiple tabs.  Each tab displays one or more of the Project or Resource Adoption Metrics.  Based on the nature of the Metrics some tabs will allow the ability to use a pull down menu to select a specific Adoption Metric.   There is also a Metrics trending view that pulls monthly snapshots of the metrics. Project metrics consist of the following:
    • Project Status Reporting – Measures how well PMs create and publish project status reports.
    • Project Risk Adoption – Measures how well Risks are being used and managed.
    • Project Issue Adoption – Measures how well Issues are being used and managed.
    • Project Schedule – Measures how well PMs create tasks and keep the project schedule current.
    • Project Baseline – Measures whether or not baselines exist.
    • Project Zero ETC’s – Measures how well the PM assigns resources to tasks with ETCs.
    • Project Past ETC’s – Measures how many improperly scheduled tasks the PM has.
    • Project Milestone / Key Tasks – Measures how well PMs create and manage Milestones / Key Tasks.
    • Project Schedule Variance – Measures how effectively PMs manage their schedules.
    • Project Effort Variance – Measures how effectively PMs manage their project efforts.
    • Project Budget Variance – Measures how effectively PMs manage budgets or cost plans.
    • Project Unfilled Roles – Measures project roles with allocations that are already started or starting within the next 30 days.
    • Project Data Quality – Measures how effectively PMs complete the Description, Stage, Progress, Objective, and Sponsor/Business Owner fields.
    • Project Commitment – Measures the hard allocations for a project over a two week time frame.
    Resource Metrics consist of the following:
    • Resource Clarity Usage – Measures how often users log into Clarity.
    • Resource Timesheet – Measures if timesheets post in a timely manner.
    • Resource Allocation – Measures how well RMs keep total resource allocations within the expected range for future time periods.
    • Resource Actualy Utilization – Measures how well Resource allocations match actuals.
    • Resource Allocation Date in the Past – Measures how many resources are open for time entry with dates in the past.
    • Resource Data Quality – Measures how well RMs complete the Resource Manager and Primary Role fields and optionally the Skill and Employment Type fields.
    • Resource Commitment – Measures how much resource available time is committed to projects.
  • The Rego Group Rights portlet is a useful list view for functional administrators.  It provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity. It can be further filtered by just the rights type and/or the security group. It is also possible to export out to file in spreadsheet (csv, xlsx) or PowerPoint formats with OOB Clarity functionality.
  • Gain a financial view of your investments by comparing actuals to planned cost and planned benefit. Report views include: • Financial Summary • Planned Benefit vs Actual Cost • Actuals vs Planned Costs Demo Video - https://www.youtube.com/watch?v=uyDSbbgG1O8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=2
  • Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include: • Allocation Discrepancies • Resource Detail • Resource Skills • Resource Summary • Resource Tasks • Staffing Allocations • Staffing ETC Demo Video - https://www.youtube.com/watch?v=0Rzwl1-jbck&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=6  
  • Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include: • Roadmap Details • Resource Investment Demand • Roadmap Financials • Roadmap Investment Gantt • Roadmap Item Gantt • Roadmap Overview – Default Scenarios • Roadmap Overview – Single Roadmap Selection • Scenario Comparison Demo Video - https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7
  • Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include: • Change Requests • Cost Trend • Cost • Effort Trend • Effort • Hierarchy Summary • Investment Drill Thru • Investment Gantt • Issue Summary • Milestones • Risk Summary • Staff • Status Report Summary • Tasks Demo Video - https://www.youtube.com/watch?v=UNByLAWJ2Nw&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=4 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • Master your pipeline as you prioritize, visualize, and analyze ideas, assess their feasibility, and track progress from inception to execution. Report Views include: • Idea Bubble • Idea Details • Idea Funnel • Idea Gantt • Idea Overview • Idea Staff and Effort • Idea Status • Idea To Dos Demo Video - https://www.youtube.com/watch?v=xPSxOlrqEq8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=3 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • Spot opportunities to improve timesheet accuracy and resource allocations by assessing timesheet compliance and allocation. Report Views include: • Allocation Variance • Capex vs Opex • Hours Detail • Resource Dtails • Single Manager Drill Down • Single Resource Drill Down • Timesheet Detail • Timesheet Summary • Unapproved Timesheets Demo Video: https://www.youtube.com/watch?v=yxIkkqSyrRU&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=8  
  • View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time.
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