- Introduction
- Annual Planning Basics
- Clarity in Annual Planning
- Investment Tracking
- Resource Planning
- Financial Tracking
- Prioritization
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A presentation slide deck from Rego University 2022. The document reviews the best practices around annual planning for your Clarity instance. -
A presentation slide deck from Rego University 2022. This document reviews the discussion around AI and the more realistic option of Predictive Modeling that exists in the near future of PPM. Then the group worked on ideas to bring to PPM tools via PM.- Predictive Modeling / AI Trend
- Why are we here? Goals for this session
- Creativity Workshop - Brainstorming
- Summary of Themes
- Qualify top Themes
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A presentation slide deck from Rego University 2022. This document reviews the issues around tool adoption and strategies to overcome them.- The Perception of Adoption
- Top 5 Signs That You May Have Low Adoption
- What is Adoption
- Survey – What is Your State of Adoption
- Keys to Success – What We Have Seen
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A presentation slide deck from Rego University 2022. The document reviews the process to follow post tool implementation.- Typical Post-Implementation / Operational Challenges
- Aspirations for and Outcomes of a High Performing Ownership Team
- Model Solution:
- Roles and Responsibilities
- Intake, Triage, and Delivery Process
- Clarity Board-Based Solution
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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
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The Turn off Notifications process disables all Email, SMS and Alerts notifications for all users. This process is helpful if users would not like to receive emails from the system regarding actions items, timesheet submissions, etc. The script may be modified to include all users or all users that have been created within the last day. -
The Turn off Notifications process disables all Email, SMS and Alerts notifications for all users. This process is helpful if users would not like to receive emails from the system regarding actions items, timesheet submissions, etc. The script may be modified to include all users or all users that have been created within the last day.
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The Turn off Notifications process disables all Email, SMS and Alerts notifications for all users. This process is helpful if users would not like to receive emails from the system regarding actions items, timesheet submissions, etc. The script may be modified to include all users or all users that have been created within the last day.
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The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself. -
The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
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The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
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The Users Logged In portlet displays all users logged into the system. This portlet is helpful to determine the capacity during peak times, users still working before downtime, and the ability to view users logged in during the day. The portlet will display the resource, ID, OBS unit, OBS path, and when the user’s session was last updated.
