RegoXchange
  • The Locked Projects portlet displays all of the projects in the system that are currently in a ‘locked’ state.  The user may view the project ID, Project Name, Project Manager, the user who locked the project, the user's email address, and the date the project was locked. Administrators may utilize the data in this portlet in order to determine if a manual unlock should be executed on a project that has been locked for an extended period of time. Extended locks may indicate the individual has forgotten that he or she had obtained the lock. The portlet includes a hyperlink on the Project Name field, which will allow the administrator to more easily access and unlock the project as well as an email link to mail the user who locked the project.
  • The Locked Projects portlet displays all of the projects in the system that are currently in a ‘locked’ state.  The user may view the project ID, Project Name, Project Manager, the user who locked the project, the user's email address, and the date the project was locked. Administrators may utilize the data in this portlet in order to determine if a manual unlock should be executed on a project that has been locked for an extended period of time. Extended locks may indicate the individual has forgotten that he or she had obtained the lock. The portlet includes a hyperlink on the Project Name field, which will allow the administrator to more easily access and unlock the project as well as an email link to mail the user who locked the project.
  • The Locked Resources portlet displays all resources that are locked within Clarity. It also displays the resource manager and last updated date for the user. The portlet can be filtered on resource manager and last updated date range. This portlet can be used by an administrator to determine which resources are locked by the system.
  • The Locked Resources portlet displays all resources that are locked within Clarity. It also displays the resource manager and last updated date for the user. The portlet can be filtered on resource manager and last updated date range. This portlet can be used by an administrator to determine which resources are locked by the system.
  • The Locked Resources portlet displays all resources that are locked within Clarity. It also displays the resource manager and last updated date for the user. The portlet can be filtered on resource manager and last updated date range. This portlet can be used by an administrator to determine which resources are locked by the system.
  • London Stock Exchange shares their Clarity journey (since 2008) and where they want to take the tool next. Current goals are: • Moving toward standardized ways of working. Focused on connecting our ecosystem of tools with Clarity as a focal point for Portfolio Management and SPM. • With an end goal of Faster Time to Market, on a journey to be a Customer Lead organization.
  • The Manage Risk Categories document provides the steps needed to modify the current system-defined list of values for the Risk categories
  • In Jaspersoft Studio, Static Text and Text Fields can display text with markup instead of plain text.  This allows a wide variety of customization to how the text is displayed.  This Tech Trick provides Instructions on how to use this feature of Jaspersoft Studio.
  • Have you ever experienced the downside of metrics? This class is a working session that review different types of metrics and the problems they uncover as well as the problems they can cause. Learn how to balance your positive and negative metric impacts.
  • Looking for metrics that you can implement immediately in CA PPM? This class will be a working session to review all of the content available out of the box and within the CA and Rego content packs.  This will provide you the options for metrics the represent industry best practice without the costs to develop them.
  • See how multiple Rego innovations can save time, reduce effort, and increase adoption across your organization. Leverage Power Automate to connect Clarity with SharePoint, Teams, and Outlook—automating tasks like creating Teams for projects, managing permissions, and sharing reports with non-Clarity users. Discover how the RegoLink PowerPoint add-in keeps decks up to date with templates and live Clarity data, and how the Excel Data Manager (EDM) simplifies bulk updates by letting you edit and validate data in Excel before syncing back.
  • A presentation slide deck from Rego University 2022.   This document reviews the reasons for and the steps to migrate to Clarity’s Modern User Experience.
    • Introduction
    • Why?
    • Migration Strategies
    • Planning the Pilot
    • Tactical Checklist
  • Are you still using Clarity's classic User Experience? Are you getting behind on leveraging Modern UX capabilities? This class will be a practical guide on how to move your users to the Modern UX. We will discuss real use cases and help provide guidance on this strategic decision. We also plan to have a portion of the class dedicated to Q&A with customers that have already migrated.
  • Are you still using all classic UX?  Are you wondering how and when you should transition to the new UX?  This class will be a practical guide on how to know what to move and when to move.  We will discuss real use cases and help provide guidance on this strategic decision.
  • Are you still using the classic User Experience? Are you wondering how and when you should transition to the ModernUX? This class will be a practical guide on how to move your users to the ModernUX. We will discuss real use cases and help provide guidance on this strategic decision. We also plan to have a portion of the class that is Q&A from customers that have moved.
  • Are you still using all classicUX? Are you wondering how and when you should transition to the newUX? This class will be a practical guide on how to move your users to the newUX. We will discuss real use cases and help provide guidance on this strategic decision.
  • The Missing Time by PM portlet displays all missing or late timesheets for resources staffed on a project where the logged in user is the project manager.   Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Project managers may use this portlet to determine the timesheet status of resources staffed on their projects. You may narrow the results by filtering by resource manager, period start, resource name, or status. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet.
  • The Missing Time by PM portlet displays all missing or late timesheets for resources staffed on a project where the logged in user is the project manager.   Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Project managers may use this portlet to determine the timesheet status of resources staffed on their projects. You may narrow the results by filtering by resource manager, period start, resource name, or status. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet.
  • The Missing Time by PM portlet displays all missing or late timesheets for resources staffed on a project where the logged in user is the project manager.   Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Project managers may use this portlet to determine the timesheet status of resources staffed on their projects. You may narrow the results by filtering by resource manager, period start, resource name, or status. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet.
  • The Missing Time by RM portlet displays all missing or late timesheets for resources for which the logged in user has resources (logged in user is the RM).  Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Resource managers may use this portlet to determine the timesheet status of all resources in open time periods. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet.
  • The Missing Time by RM portlet displays all missing or late timesheets for resources for which the logged in user has resources (logged in user is the RM).  Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Resource managers may use this portlet to determine the timesheet status of all resources in open time periods. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet.
  • The Missing Time by RM portlet displays all missing or late timesheets for resources for which the logged in user has resources (logged in user is the RM).  Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Resource managers may use this portlet to determine the timesheet status of all resources in open time periods. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet.
  • MITRE will discuss the recent revival of Clarity enabled by an upgrade and elimination of on-premise, non-compliant customizations and their success story.  The project leader will address the steps to execute this transformation and the approach taken towards organizational change management.
  • MITRE will discuss the recent revival of Clarity enabled by an upgrade and elimination of on-premise non-compliant customizations and their success story.  The project leader will address the steps to execute this transformation and the approach taken towards organizational change management.
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