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The Give PM Collaboration Manager Rights workflow process can be run through the "Execute a Process" job. The workflow will execute a query that gives a Project Manager the Collaboration Manager rights to their projects. Often times, PMs are not set as Collaboration Managers when the project is created. This script can be run to automatically give a PM the Collaboration Manager rights to their projects, without having to go through the projects one by one. -
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. -
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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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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The Grant Booking Manager Rights to Book Resources workflow provides a resource’s Booking Manager with the rights to hard book a resource to a project. This workflow will remove unused rights, and then grant the rights needed to allow for booking of resources. The workflow also has the ability to add rights to not only the resource but also the resource manager, and resources that are assigned as proxies. If this functionality is not needed, it can easily be removed. -
The Grant Booking Manager Rights to Book Resources workflow provides a resource’s Booking Manager with the rights to hard book a resource to a project. This workflow will remove unused rights, and then grant the rights needed to allow for booking of resources. The workflow also has the ability to add rights to not only the resource but also the resource manager, and resources that are assigned as proxies. If this functionality is not needed, it can easily be removed.
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The Grant Booking Manager Rights to Book Resources workflow provides a resource’s Booking Manager with the rights to hard book a resource to a project. This workflow will remove unused rights, and then grant the rights needed to allow for booking of resources. The workflow also has the ability to add rights to not only the resource but also the resource manager, and resources that are assigned as proxies. If this functionality is not needed, it can easily be removed.
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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 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.
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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.
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The Grant RM Timesheet Edit Rights workflow process can be run through the "Execute a Process" job. The workflow will execute a query that gives a Resource Manager Timesheet Edit rights for their resources. Timesheet Edit rights are not inherent for Resource Managers when they are named as an individual’s resource manager. -
The Grant RM Timesheet Edit Rights workflow process can be run through the "Execute a Process" job. The workflow will execute a query that gives a Resource Manager Timesheet Edit rights for their resources. Timesheet Edit rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
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The Grant RM Timesheet Edit Rights workflow process can be run through the "Execute a Process" job. The workflow will execute a query that gives a Resource Manager Timesheet Edit rights for their resources. Timesheet Edit rights are not inherent for Resource Managers when they are named as an individual’s resource manager.
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The Rego Group Rights portlet is a useful list view for functional administrators. It provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity. It can be further filtered by just the rights type and/or the security group. It is also possible to export out to file in spreadsheet (csv, xlsx) or PowerPoint formats with OOB Clarity functionality. -
The Rego Group Rights portlet is a useful list view for functional administrators. It provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity. It can be further filtered by just the rights type and/or the security group. It is also possible to export out to file in spreadsheet (csv, xlsx) or PowerPoint formats with OOB Clarity functionality.
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The Rego Group Rights portlet is a useful list view for functional administrators. It provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity. It can be further filtered by just the rights type and/or the security group. It is also possible to export out to file in spreadsheet (csv, xlsx) or PowerPoint formats with OOB Clarity functionality.
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Hershey shares their path to Power BI reporting. They discuss Power BI ways of working, Defining Executive Level Metrics, Design & Development, and Next Level Reporting. -
In this session you’ll hear about how Hershey’s is using Clarity and Rally to plan and manage their work in a hybrid project management environment. Some of the key capabilities used in both tools will be covered and you’ll hear about their integration approach. -
Often, you would want to disallow users from making edits to stay on the same page after changing the data by clicking Save. By forcing the users to click Save and Return, they are forced out of the page. For the above-mentioned reason, the Clarity admin can add the code in the attached tech-trick document, and that will hide the Save button from being displayed. -
A .pdf file that has the slide by slide presentation at 2015 RegoU on how other companies are using CA PPM. The agenda covers an overview, definitions, business value, key requirements and best practices. -
This document’s purpose is to help the reader compare jrxmls for Jaspersoft. -
This document’s purpose is to help the reader copy and modify a CA PPM report. This process will allow the user to modify a report without removing or modifying the original report. -
If you work in a busy Project Management Office (PMO), then you know that good quality data is paramount to effective planning, decision making, and project delivery. You also know that sometimes a single data point can be enhanced when it is supplemented by additional information. But as an administrator or part of the PMO, how can you guide team members to ensure they enter meaningful data into your project management system? Clarity now offers the capability to create business rules which can enforce data-entry based on the way that other attributes have been updated. In this article, you’ll get step-by-step instructions on how to update your Clarity blueprints to utilize the new Conditional Required Modal. -
Course Description: We once had a client refer to the reports they developed as “Fisher-Price” reports. Reports should be built with consistency using graphic design principles. Join a Rego architect and UX designer to learn some fundamental graphic design principles such as grid theory, ink-to-data ratio, flow, balance, and more. Come prepared to be "wowed." -
Many times Roles are spread out geographically or by function and these Roles will have different rates. For example, a developer in India may charge $25/hour vs a Developer in US may charge $50/hour. When the project team has a requirement of several developers, the PM will have to add a region specific role (Developer-US, Developer-India) so that the right rates can be applied when a cost plan is created. This creates a challenge in terms of Resource Management. As the Demand and Capacity can be spread between different region specific roles. Proper configuration on the Rate Matrix can allow you to have one Role name but different rates based on Location or Department. This allows greater flexibility and takes away the redundancy of Role Names. You can do so with the Project Team Member Properties. -
This tech-trick defines how to run a Jaspersoft report using Rest API -
This tech-trick details the steps to set colors for an HTML5 Graph. -
A presentation slide deck from RegoU 2023. This course covered the process of digital transformation via digital product management. Laureen Knudsen, Broadcom’s Chief Transformation Officer’s presentation deck is available for review. -
If your organization is adopting Objectives and Key Results (OKR) framework, this session is for you. Through a role play exercise you will learn how to spot and write some really solid OKRs. -
A presentation slide deck from Rego University 2022. Broadcom’s presentation on VSM and how the use of ValueOps drives innovation.- The Challenge of Digital Transformation
- Why Value Stream Management?
- How ValueOps Drives Innovation & Digital Transformation
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Course Description: Have you ever wanted to build portlets that were not limited by Clarity PPM's out-of-the-box portlet types? This class will explore some of the options you can use to build helpful portlets with HTML, including calendars, Kanban boards, tile-based project lists, and some special Star Wars-themed communication portlets. -
The idea allocation uploader allows you to import in allocations from an external Excel spreadsheet. Populate an Excel template with required fields then import them directly from the Clarity UI. Once imported you’ll see the allocations right on the Team tab of the Idea. -
The Inactive Resource Data Cleanup portlet displays information for inactive resources that still have pending items on active objects:- Inactive User is the Project Manager
- Inactive User is the Idea Manager
- Inactive User is the Resource Manager
- Tasks assigned to the user
- Action items assigned to the user
- Risks assigned to the user
- Issues assigned to the user
- Change requests assigned to the user
- Incidents assigned to the user
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The Inactive Resource Data Cleanup portlet displays information for inactive resources that still have pending items on active objects:
- Inactive User is the Project Manager
- Inactive User is the Idea Manager
- Inactive User is the Resource Manager
- Tasks assigned to the user
- Action items assigned to the user
- Risks assigned to the user
- Issues assigned to the user
- Change requests assigned to the user
- Incidents assigned to the user
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The Inactive Resource Data Cleanup portlet displays information for inactive resources that still have pending items on active objects:
- Inactive User is the Project Manager
- Inactive User is the Idea Manager
- Inactive User is the Resource Manager
- Tasks assigned to the user
- Action items assigned to the user
- Risks assigned to the user
- Issues assigned to the user
- Change requests assigned to the user
- Incidents assigned to the user
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Do you want to talk to other customers that are using or plan to use demand management? In this moderated Round Table where customers can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups and discuss customer selected topics - 100% sharing.
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