RegoXchange
  • Course Description:  A review of the basics around APM.  Covering Business Capabilities, Application Scoring, and Best Practices.
  • A presentation slide deck from Rego University 2021.  This course covered:
    • Objects, Attributes and Views
    • UI Themes and Menu Customization
    • Introduction to SQL
    • Lookups, Queries and Portlets
    • Introduction to Workflow (Processes)
    • XOG (XML Open Gateway)
  • Are you looking for some great examples of dashboards that include metrics/KPIs? This session will review a host of sample metric dashboards in use today that can spark ideas for you to implement in your company.
  • 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.
  • This grid portlet shows the OBS name and ID along with the associated hierarchy, both as an aggregated view along with each of the levels broken out. The table below describes the available filter fields in the portlet.
    Column Label Description
    Branch Branch of the OBS
    OBS Type OBS to use
    OBS Path Path of the OBS
  • The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view.
  • The Changing Application Logo and Title tech trick provides an overview of how to change the logo and title within the application.  This allows administrators to rebrand Clarity to their own logo and title. By customizing the logo, employees may be more encouraged to take ownership of the tool.
  • The Dashboard: Project Information portlet gives a set of high-level information about the project.  The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  The portlet displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish.
  • The Dashboard:  Project Status Single-line portlet gives an overview of the project overall status as well as the status indicators on the "current" status report object. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  This portlet displays the report date, symbols relating to the overall status, scope, schedule, cost/effort, and the overall explanation across a single line in the portlet.
  • Have you considered using Rally in conjunction with Clarity?  Have you seen or heard about the OOTB connector?  This class will go through the OOTB connector in detail and show how Rego has built our ad-on to enhance the connectivity between these two tools.
  • 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.
  • The License Count by OBS portlet displays license type information by a selected OBS for active users. The portlet is used to determine what kind of license a specific user has and the OBS in which he or she resides. It can be helpful for determining specific amount of licenses used by different departments within the organization.
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