RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with setting up financial plans for ideas in Clarity’s Modern User Experience.  The document reviews Ideas Cost Plans and Idea Budget Plans.
  • Part of the Business Transformation collection, this grid portlet displays idea details for all ideas (active and inactive) and all status conditions.  This is an editable portlet based on the Ideas data provider.  Filterable by OBS structure, Active/Inactive, and Status.
  • Part of the Business Transformation collection, this grid portlet displays idea details for all ideas (active and inactive) and all status conditions.  This is an editable portlet based on the Ideas data provider.  Filterable by OBS structure, Active/Inactive, and Status.
  • Part of the Business Transformation collection, this grid portlet displays idea details for all ideas (active and inactive) and all status conditions.  This is an editable portlet based on the Ideas data provider.  Filterable by OBS structure, Active/Inactive, and Status.
  • 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.
  • 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.
  • Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit.
  • Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit.
  • Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit.
  • 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?.
  • This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type. Provides the ability to drill down into a bar to see which ideas are part of the bar.
  • This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type. Provides the ability to drill down into a bar to see which ideas are part of the bar.
  • This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type.
  • This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type.
  • This is a great way to review demand by type and evaluate where demand is coming from and who will be impacted. Displays a bar graph of all ideas group by type.
  • Pie Chart displays count of all Ideas by Department.  Filterable by Active and Inactive, by OBS, and by Department Manager.  Data label and mouse-over show department counts.  Legend displays department names.
  • Pie Chart displays count of all Ideas by Department.  Filterable by Active and Inactive, by OBS, and by Department Manager.  Data label and mouse-over show department counts.  Legend displays department names.
  • Pie Chart displays count of all Ideas by Department.  Filterable by Active and Inactive, by OBS, and by Department Manager.  Data label and mouse-over show department counts.  Legend displays department names.
  • 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?.
  • Pie Chart displays total Ideas by Priority, filterable by Active / Inactive and by OBS structure.  Data Label and Mouse-over label display counts by Priority.  Legend shows Priority Name.  Chart also shows Ideas with No Priority.
  • Pie Chart displays total Ideas by Priority, filterable by Active / Inactive and by OBS structure.  Data Label and Mouse-over label display counts by Priority.  Legend shows Priority Name.  Chart also shows Ideas with No Priority.
  • 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?
  • Pie Chart displays count of all Ideas by stage.  Filterable by Active and Inactive, and also by OBS.  Data label and mouse-over show Stage counts.  Legend displays Stage names.  This portlet assumes the use of the custom Stage attribute on Idea object.
  • Pie Chart displays count of all Ideas by stage.  Filterable by Active and Inactive, and also by OBS.  Data label and mouse-over show Stage counts.  Legend displays Stage names.  This portlet assumes the use of the custom Stage attribute on Idea object.
  • Pie Chart displays count of all Ideas by stage.  Filterable by Active and Inactive, and also by OBS.  Data label and mouse-over show Stage counts.  Legend displays Stage names.  This portlet assumes the use of the custom Stage attribute on Idea object.
  • 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?
  • The Incident Trending portlet all opened and closed incidents within a certain time frame. This portlet will show trends in incidents over previous months and allows for analysis of as to the root cause in a spike of incidents. The information may be filtered by date range, urgency and priority.
  • The Incident Trending portlet all opened and closed incidents within a certain time frame. This portlet will show trends in incidents over previous months and allows for analysis of as to the root cause in a spike of incidents. The information may be filtered by date range, urgency and priority.
  • The Incident Trending portlet all opened and closed incidents within a certain time frame. This portlet will show trends in incidents over previous months and allows for analysis of as to the root cause in a spike of incidents. The information may be filtered by date range, urgency and priority.
  • Do you want to talk to other Clarity customers that are using - or plan to use - demand management capabilities? In this moderated Roundtable, attendees can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups to discuss customer selected topics. 100% sharing. 100% learning.
  • 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.
  • 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
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.0.2 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.0.3 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.1 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.1.2 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
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