RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of financial plans within Ideas in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document includes instructions on how to create cost plans, budget plans and benefit plans.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of financial plans within Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document includes instructions on how to create cost plans, budget plans and benefit plans.
  • This training document is a Rego Consulting Quick Reference Guide to assist with staffing the Idea Team in Clarity’s Modern User Experience.
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics.
  • 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.
  • Value Stream Management (VSM) isn’t just another buzzword; it’s the visibility layer your digital transformation is starving for. In this session, learn how to map, measure, and maximize value across the entire delivery lifecycle.
  • 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.
  • Every chocolate bar starts as a cocoa bean, just like every project starts as an idea.  Clarity was designed as the centralized process that transforms raw ideas into beautifully wrapped, ready-to-launch deliverables. It took a partnership across multiple divisions to ensure success!
  • 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 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.
  • 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 16.0.3 views.  Doc reviews the Menu Bar and User Tool Bar.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics.
  • 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.  This doc references version 16.0.2 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas.
  • 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 16.0.2 views.  Doc reviews the Menu Bar and User Tool Bar.
  • 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.
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of financial plans within Ideas in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document includes instructions on how to create cost plans, budget plans and benefit plans.
  • 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.  This doc references version 16.1 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas.
  • 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 portlet pulls back the Availability and Allocation totals by Role between a user-specified Start and Finish Date, then the user can drilldown to look at the information for Applications.  The Time Period filter allows for comparing these values across different timeframes (monthly, weekly, quarterly, annual) as desired.  Other filters allow for looking at Active or Inactive Roles (or both) and including Active or Inactive Projects (or both) in the totals.
  • 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.
  • 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.
  • 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.  This doc references version 16.0.3 views. Doc covers creation of ideas, adding columns to the grid view and editing existing ideas.
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