RegoXchange
  • A presentation slide deck from Rego University 2022.   An introduction to the use of Jaspersoft Ad Hoc for reporting in Clarity.
    • Introduction
    • Configuration Basics
    • Security Basics
    • Installing Jaspersoft Studio
    • Interface Introduction
    • Data Adapter Setup
    • Server Connection Setup
  • Course description: “Learn how to take advantage of the dashboard reporting capabilities of Jaspersoft, which comes embedded in CA PPM 14.2 and later. This class is designed to provide hands on exercises to teach individuals how to utilize the power of this Excelius-like capability. Leveraging the advanced UI features of dashboards, CA PPM perception will increase, giving executives the views they want.”  Download file is the presentation slide deck.
  • Course description: “Learn how to take advantage of the ad-hoc reporting capabilities of Jaspersoft, which comes embedded in CA PPM 14.2 and later. This class is designed to provide hands on exercises to teach individuals how to utilize the power of this new product. As users begin building their own reports and dashboards, the burden on developers will decrease and CA PPM perception and adoption will increase.”  Download file is the presentation slide deck.
  • Course Description:   The single biggest risk for CIOs and IT organizations today is not being able to make good spending decisions at the pace of digital business.
    • Challenges
    • Investment Planning
    • IT Financial Management
    • Agile Financials
    • ServiceNow ITFM Capabilities
    • Apptio Introduction
    • ServiceNow / Apptio Solution
    • Best Practices
    • Pitfalls to Avoid
    • Apptio Details
  • Course Description:   Do you know what PPM, APM, Agile, ITFM, and other tools are available in the marketplace? Have you taken a strategic look at the key IT processes and tools that exist to support them? Have you been asked to evaluate and recommend a PPM tool? This class will review other ITBM tools and examine their pros and cons. We will also provide six keys to evaluating a PPM solution.
  • This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right.
  • This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right.
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • The Invalid Transactions portlet displays all of the transactions that did/will not post in Clarity. The benefit of this portlet is that you can use the filter to select a specific project, resource, or error to display all transactions associated to your selection. There are several reasons a transaction may fail to post such as inactive resource, no location or inactive location selected on the Financial sub-page, project on hold, etc. To resolve the error, the user must go into the project or resource and make the noted change. Once all corrections are complete, the  Post Transactions to Financials job must be run to evaluate the corrected WIP transactions to be sure the data is now complete and accurate. If additional incorrect data is found, the transaction will fail to post again and the new error/reason will display.
  • The Invalid Transactions portlet displays all of the transactions that did/will not post in Clarity. The benefit of this portlet is that you can use the filter to select a specific project, resource, or error to display all transactions associated to your selection. There are several reasons a transaction may fail to post such as inactive resource, no location or inactive location selected on the Financial sub-page, project on hold, etc. To resolve the error, the user must go into the project or resource and make the noted change. Once all corrections are complete, the  Post Transactions to Financials job must be run to evaluate the corrected WIP transactions to be sure the data is now complete and accurate. If additional incorrect data is found, the transaction will fail to post again and the new error/reason will display.
Go to Top