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Course description: “People are the #1 key to successful implementation, acceptance and sustaining adoption after the project is long gone. Find out some tips and tricks on how to keep those key stakeholders engaged.” Download file is the presentation slide deck. -
Are you considering moving to CA PPM SaaS? This class will provide lessons learned while we walk you through business cases, conversion time-lines, and the advantages of both hosting strategies. -
Rego’s slide deck on the new features added to Clarity with the release of version 15.9.3. Covers the new features: general and use-ability, project management, roadmap/hierarchy, and resource/staffing. -
RegoU Presentation from February 2014. Reports and portlets are an excellent way to communicate information to Clarity users, but you have to make sure they render information quickly. Rapid system response is one of the keys to end-user engagement and adoption. Queries are often created to optimize function over speed. This can affect overall system performance and hurt the user experience. In this session, you will learn some query tricks that Rego developers have used over the years to create high-performing reports and portlets. The video Presentation can be found on YouTube at this location: http://www.youtube.com/watch?v=66Zc44acDhQ&list=PLXJ5ktuWV0jj4TI078BQj4dJFlj1Gsee0&feature=share&index=22 -
Course description: “How do you close the feedback loop with your users? This session will review some innovative ways companies are connecting with CA PPM users to drive constant innovation and improve perception of the process and tool.” Download file is the presentation slide deck. -
Course Description: “Does your organization have an external BI tool like Cognos, Tableau, Domo, or Qlikview? This session will review strategies for getting data into your corporate BI tools.” Download file is the slide deck used during the presentation. -
This can be used to remove all participants and their corresponding security permissions. 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 -
The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports. -
The Scheduled Jobs Cleanup process removes all completed job instances that have run before a date set by the administrator. The administrator may use the gel parameter to update the amount of days since each job has run. Based on that date, the workflow will eliminate all jobs that have surpassed that threshold. This workflow helps administrators maintain the job logs and queue by eliminating jobs that users have potentially forgotten to remove on their own. -
The Give RM Calendar & Time Rights workflow process can be run through the "Execute a Process" job. The workflow will execute a query that gives a Resource Manager Calendar Edit and Timesheet Edit rights for their resources. These rights are not inherent for Resource Managers when they are named as an individual’s resource manager. -
The Grant Approve Time to Proxy process utilizes the proxy feature within Clarity to assign timesheet approval and edit rights to a proxy for any resources that the user is the current resource manager for. The process, when run, will also remove any timesheet approval and edit rights for any users if the proxy has been removed or the resource manager has changed. This process is used for resource managers that will be out of the office.
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