- Idea Bubble
- Idea Details
- Idea Funnel
- Idea Gantt
- Idea Overview
- Idea Staff and Effort
- Idea Status
- Idea To Dos
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Master your pipeline as you prioritize, visualize, and analyze ideas, assess their feasibility, and track progress from inception to execution. Report Views include: -
What should I expect to see within my organization related to PM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry. This class will share Rego's observations on industry trends within PPM. -
This training document is a Rego Consulting Quick Reference Guide to assist with use of the Common Grid. You can find the grid throughout the application to manage projects, tasks, roadmaps, ideas, and timesheets to name a few. The QRG reviews View Options, Column Adjustments, the Details Panel and more. -
A Quick Reference Card to assist in the creation of Ideas in CA PPM. Ideas are created by going to Home, then Demand Management and choosing Ideas from the list menu. -
This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience. This doc references version 16.0 views. Doc reviews the Menu Bar and User Tool Bar. -
A Quick Reference Guide to assist in configuring the layout of Ideas and Custom Investments in Clarity’s Modern UX via Blueprints. Reviews the configuration process including changes to Details and Modules. -
Master your pipeline as you prioritize, visualize, and analyze ideas, assess their feasibility, and track progress from inception to execution. Report Views include: • Idea Bubble • Idea Details • Idea Funnel • Idea Gantt • Idea Overview • Idea Staff and Effort • Idea Status • Idea To Dos Demo Video - https://www.youtube.com/watch?v=xPSxOlrqEq8&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=3 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of converting an idea to a project in Clarity’s Modern User Experience. -
Do you want to understand Best Practice of configuration and functionality for demand management? In this class, we will review the OOTB objects, views, and functions of Ideas, along with tips and tricks to support your Demand Management processes. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience. The document reviews Creating an Idea and Editing of an Idea. -
Do you want to understand Best Practice of configuration and functionality for demand management? In this class, we will review the OOTB objects, views, and functions of demand management. -
A Quick Reference Card to assist in the approving/rejecting of Ideas. Included converting Ideas once approved.
