-
Do you want to talk to other customers that are using or plan to use demand management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing. -
Course Description: For clients that have both ServiceNow and Clarity PPM, passing information between the systems becomes vital for the enterprise with ITSM, demand, and PPM toolsets. One of the biggest areas of interaction is around demand management. Come and see Rego's integration solution, which flexibly allows for ServiceNow records (incident, problem, idea, enhancement, and demands) to generate Clarity PPM ideas or projects. -
Course Description: Struggling to figure out how to best organize your blueprints? This class will walk through best practice blueprint design, including how many to have, how to use channels, using custom subobjects within the blueprint, and swapping blueprints at various project stages to mimic project phases or ideas. We’ll highlight some of the creative ways we’ve seen blueprints used in client implementations. -
Course Description: “For clients that have both ServiceNow and CA PPM, passing information between the systems becomes vital for the enterprise with both ITSM and PPM toolsets. One of the biggest areas of interaction is around Demand Management. Come and see Rego's Integration solution which flexibly allows for ServiceNow records (Incident, Problem, Idea, Enhancement, and Demands) to generate CA PPM Ideas or Projects. This lets you control where you want to perform Demand Management, and the work lands in CA PPM's Project either way.” Download is the slide deck used for the presentation. -
Ideas by Business Unit report is a pie chart that displays count of ideas per business unit. This report gives a holistic view of the idea pipeline in an Organization and provides information on number of ideas converted, approved & unapproved per business unit. You can further narrow your search by Idea Status, Ideas Start Date and Is Idea Active?. -
Ideas by Priority report is a pie chart that displays ideas count by priority. Mouse over on the pie chart displays idea count for that priority. You can further narrow your search by OBS Type, OBS Path, Idea Status, Idea Start Date and Is Idea Active? -
Ideas by Stage report is a column chart that displays ideas count by its Stage. Legend displays Stage names. Numerical value on the column bar indicates the idea count for that stage. You can further narrow your search by OBS Type & Path, Idea Status, Idea Start Date and Is Idea Active? -
This course will provide an overview of CA PPM Demand Management functionality. Topics include: - What is Demand Management?
- Accessing and Creating Ideas
- Staffing the Idea Team
- Creating and Approving Idea Financial Plans
- Idea Conversion to another Investment Type
- Accessing and Creating Incidents
- Adding Incident Tasks to a Project
-
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. -
A Quick Reference Card to assist in the accessing and creation of Incidents in CA PPM. Incidents can be found by going to Home, then Demand Management to the Incident list menu item. -
A Quick Reference Card to assist in the approving/rejecting of Ideas. Included converting Ideas once approved. -
Ideas by Department report is a pie chart that displays count of ideas by department. Mouse over on the pie chart displays idea count for that department. You can further narrow your search by OBS Type & Path , Idea Status, Idea Start Date and Is Idea Active?. -
A Quick Reference Card to assist in adding resources and roles to Ideas in the Classic UX. Updating Allocation is also covered. -
A Quick Reference Guide to assist in the staffing of an Idea in Clarity’s Classic UX. -
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. -
A Quick Reference Guide to assist in Staffing an Idea Team in Clarity. The document uses the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist in the creation of Financial Plans for Ideas in Clarity’s Modern UX. In Modern UX you can only create Manual Financial Plans. Go to Classic if you want to create a Cost Plan from Investment Team a Budget Plan or Benefit Plan. -
A Quick Reference Guide to assist in the process of converting a Idea into an Investment in Clarity. Includes information on adding financial and resource data into the new investment. -
A Quick Reference Guide to assist in creating a Cost Plan in an Idea within Clarity. Shows the process in Clarity’s Classic UX with the Phoenix theme applied. -
A Quick Reference guide to assist in creating an Idea in Clarity’s Classic UX. Document shows the process with the Phoenix theme applied. -
A Quick Reference Guide to assist with submitting a Cost Plan for Approval in Clarity. Reviews the process while utilizing Clarity’s Classic UX with the Phoenix theme applied. -
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. -
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. -
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.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy