RegoXchange
  • 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.
  • 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.
  • 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.
  • The Action Item Reassignment – Workflow provides the ability to reassign an action item(s) that has been sent out to a resource.  You first choose the resource who currently has the action item(s) sitting in their queue.  Next, you choose the resource you want to reassign the action item(s) to.  Finally, you select one to many action items you want to re-associate before running the process.  After all the fields are set, the process can be run which will re-associate the action items from one resource to the other.
  • The Action Item Reassignment – Workflow provides the ability to reassign an action item(s) that has been sent out to a resource.  You first choose the resource who currently has the action item(s) sitting in their queue.  Next, you choose the resource you want to reassign the action item(s) to.  Finally, you select one to many action items you want to re-associate before running the process.  After all the fields are set, the process can be run which will re-associate the action items from one resource to the other.
  • The Action Item Reassignment – Workflow provides the ability to reassign an action item(s) that has been sent out to a resource.  You first choose the resource who currently has the action item(s) sitting in their queue.  Next, you choose the resource you want to reassign the action item(s) to.  Finally, you select one to many action items you want to re-associate before running the process.  After all the fields are set, the process can be run which will re-associate the action items from one resource to the other.
  • 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.
  • This Process sends an email to every Action Item Assignee where the Due Date/Time has passed and the Status is either Open, or In Progress.  Users may want to modify this stalker to include Status = Deferred.  In addition, the Resource Manager for the Assignee receives a copy of the email. In order to generate emails, the SMTP gateway must be up and running and Resources must have a valid email address.
  • This Process sends an email to every Action Item Assignee where the Due Date/Time has passed and the Status is either Open, or In Progress.  Users may want to modify this stalker to include Status = Deferred.  In addition, the Resource Manager for the Assignee receives a copy of the email. In order to generate emails, the SMTP gateway must be up and running and Resources must have a valid email address.
  • This Process sends an email to every Action Item Assignee where the Due Date/Time has passed and the Status is either Open, or In Progress.  Users may want to modify this stalker to include Status = Deferred.  In addition, the Resource Manager for the Assignee receives a copy of the email. In order to generate emails, the SMTP gateway must be up and running and Resources must have a valid email address.
  • The Active Workflow Processes allows you to view all of the workflow processes within the system. It shows information about the process: the objects related, the start type, and if the process has sub-processes, jobs, or GEL scripts. This portlet is used by admins to determine how many processes are currently running in the system and on which objects. It will also display the start action, how many GEL scripts reside in the process, the run count and how many the sub-processes each process has. This information is helpful during upgrades and other testing.
  • The Active Workflow Processes allows you to view all of the workflow processes within the system. It shows information about the process: the objects related, the start type, and if the process has sub-processes, jobs, or GEL scripts. This portlet is used by admins to determine how many processes are currently running in the system and on which objects. It will also display the start action, how many GEL scripts reside in the process, the run count and how many the sub-processes each process has. This information is helpful during upgrades and other testing.
  • The Active Workflow Processes allows you to view all of the workflow processes within the system. It shows information about the process: the objects related, the start type, and if the process has sub-processes, jobs, or GEL scripts. This portlet is used by admins to determine how many processes are currently running in the system and on which objects. It will also display the start action, how many GEL scripts reside in the process, the run count and how many the sub-processes each process has. This information is helpful during upgrades and other testing.
  • 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.
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