RegoXchange
  • Expand your training delivery options beyond MS Word and PowerPoint. Discuss the various training delivery mechanisms, and how to choose the right delivery method and combination of materials for the different types of courses you’ll deliver to your end users.
  • Tight budgets or disbursed teams often necessitate virtual training delivery. Discuss best practices and strategies to increase the effectiveness of your virtual courses.
  • A .pdf file that has the slide by slide presentation at 2015 RegoU on basic administration of CA PPM.  The agenda covers an administration overview, objects, lookups, OBS/Security, portlets, processes, and support items.
  • A Quick Reference Card to assist in the use of list views in CA PPM.  List Views are accessed from the Home menu.
  • The  Bubble Chart Quick Reference Guide provides the user instructions to customize bubble charts and their color schemes by modifying the query associated with the chart, as well as the portlet options. This is very beneficial as it allows the user to match or blend colors among all of the bubble portlets to better display the information the portlets are delivering. Similar data can be one color while different data can be its own color to better show the overall picture.
  • The Timesheet Smoothing Process Workflow kicks-off when an individual timesheet is Submitted.  It splits each transaction on the timesheet when total timesheet actuals exceed total weekly availability for the resource.  Total weekly availability is determined by multiplying resource availability rate by the number of workdays in the week.  Non-workdays include weekends, holidays, PTO, and other scheduled days off, as set on the resource calendar.  If timesheet actuals <= total weekly availability, then the timesheet remains unchanged.  But if timesheet actuals > total weekly availability, then the following occurs. Each timesheet transaction is reduced by a calculated percentage that will reduce the total regular hours to equal the total weekly availability.  Then the remaining transaction hours are placed in a “Split” row for that task on that day, with an Input Type Code set based on a process parameter (which parameter can be set within the script action on the process). Note:  If a single day has overtime hours, but the total timesheet actuals <= total weekly availability, no splitting occurs.
  • 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.
  • This can be used to remove all automatic permissions (Project Manager Auto) granted to users as a result of becoming a project manager. NOTE: The ability to remove the right is with the admin only.
  • This can be used to remove all automatic permissions (Resource Manager Auto) granted to users as a result of becoming a resource manager. NOTE: The ability to remove the right is with the admin only
  • This process must be run using the “Execute a Process” job.  Job may be scheduled or run on-demand.  Process pulls Availability Rate from the Availability blob for each resource, where blob is not null.  Then it populates this value into a custom Daily Availability attribute (Number field with 2 decimals) on the Resource object.  This field does not have to be displayed to be used for reporting. Because the OOB Availability Rate field is stored only in a blob, it is difficult to include in portlet or report output.  The use of this custom attribute makes the value easily reportable.
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