RegoXchange
  • 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
  • A tech trick document that assists you in update Data Source when utilizing the Power BI reports found in 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 v16.1.0+   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
  • 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.
  • The Adoption Dashboard is designed to enhance data integrity and project tracking within Clarity by providing insights into how well users are populating and managing their project and resource data. Features: · Project Data Quality Evaluate the accuracy of project status reporting, risk, issue tracking, and schedule adherence. · Resource Data Quality Assess how well resource managers are managing timesheets, allocations, and actual utilization. · Adoption Scoring View Rate the consistency of data entry across projects and resources on a scale of 0-5, helping identify areas needing improvement. · Variance Analysis View Track discrepancies in project schedules, effort, budgets, and resource commitments. · Compliance Monitoring Ensure that all necessary project and resource data is up-to-date, aiding in more informed decision-making and better project outcomes.
  • 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.
  • The PPM Data Dictionary Extractor pulls schema and attribute information from each object in CA PPM and places it in a custom object.  The following fields provide details information about each attribute in the CA PPM Instance.
    • Object Name – The name of the object to which the attribute belongs
    • Object Code – The external ID of the object to which the attribute belongs
    • Attribute Name – The name of the attribute
    • Attribute Code – The external ID of the attribute
    • Partition Code – The partition to which the attribute belongs
    • Table Name – The database table where the attribute is located
    • Column Name – The database column name of the attribute
    • Data Type – The data type of the attribute
    • Data Size – The character limit of the attribute
    • Data Scale – The scale of numeric attributes
    • Is Active – Specifies if the attribute is active
    • Extended Data Type – The extended type of the attribute (ex: lookup, money, etc.)
    • Lookup Name – The name of the attribute’s lookup
    • Lookup Type – The external ID of the attribute’s lookup
    • Default Value – The default value assigned to the attribute
    • API Alias – The REST API alias assigned to the attribute
    • Max Value – The maximum value accepted by the attribute
    • Min Value – The minimum value accepted by the attribute
    • Curve Name – The name of the Curve for Time-Scaled value attributes
    • Curve Type – The type of the Curve for Time-Scaled value attributes
    • Is Custom – Is the attribute a stock attribute or custom
    • Is Auto-Numbered – Is auto-numbering enabled for the attribute
    • Is Multi-Valued – Is the attribute a multi-valued lookup
    • Is DWH Enabled – Is the attribute enabled for export to the data warehouse
    • Is Editable – Is the attribute editable or read-only
    • Is Required – Is the attribute required
    • Is Virtual – Is the attribute a virtual attribute
    • Is Private – Is the attribute a private attribute used by the application behind the scenes
  • A Quick Reference Guide to assist in the use of Blueprints/Channels to access external sites, applications or Classic PPM in the Modern UX of Clarity.  Reviews the configuraton process.
  • This is a list of 12 typical maintenance items that should be completed for Clarity on an annual basis.  There is also a short list of items that should be completed periodically depending on client policies.
  • 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.  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 which populates a Staging Table with Source Environments content.  (Blueprints, Views, and Field Level Security) After a successful populate, they would navigate to the “MUX Migrator Content” 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 Migrator Content” 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. Installation files are not provided with the download.  See Special Instructions. 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
      • View rights to the MUX Migrator Staging Table Object
      • API-Access
      • Process Start or Process AutoStart – All
    • The requested password used is the Clarity User Password, not an SSO password
    Notes
    • Canvas migration is not supported in this version (Pages and Status Report)
  • This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience.  This doc references version 16.0 views.  Doc reviews the Menu Bar and User Tool Bar.
  • Review of functional and technical changes to Clarity from version 16.2.1 through 16.3.  Some previous decks are available in the download if you need to see further back in the versions.
  • 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.
  • A Quick Reference Guide to assist in configuring the layout of Ideas and Custom Investments in Clarity’s Modern UX via Blueprints.  Reviews the configuration process including changes to Details and Modules.
  • 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
  • The Clarity PPM New User Experience (New UX) provides a convenient way to keep your entire team informed and connected throughout the entire project lifecycle. The New UX engages your team and becomes an intuitive and natural extension of their work tasks and goals.
  • “Real” Resource management is not for the faint of heart. To get a solid picture of the actual capacity multiple dimensions have to be considered: projects, daily business, absences, different work hours and more. In this session we will demonstrate how this can be done with the help of “Advanced Resource Planning” in Clarity. We will staff projects in seconds, simulate different options, jog new projects in and finally simulate the resource aspect of whole Roadmaps.
  • “Real” Resource management is not for the faint of heart. To get a solid picture of the actual capacity multiple dimensions have to be considered: projects, daily business, absences, different work hours and more. In this session we will demonstrate how this can be done with the help of “Advanced Resource Planning” in Clarity. We will staff projects in seconds, simulate different options, jog new projects in and finally simulate the resource aspect of whole Roadmaps.
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role.
  • The portlet is a browser XOG client in the form of an HTML portlet. The purpose is to read/write data from/to Clarity.  To write the data, the user needs to have Project – Approve OR  Project - Approve - All access right.
  • A Quck Reference Guide to assist in the application of Field Level Security for Groups in Clarity’s Modern UX.  Reviews the process of applying security to specific fields for specific groups.
  • 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.
  • Manage default views for new users based on security groups or publish a view to all users in a specified security group. For more details, please refer to the detailed documentation.

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