RegoXchange
  • 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 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.
  • Are you looking for some great examples of dashboards that include metrics/KPIs? This session will review a host of sample metric dashboards in use today that can spark ideas for you to implement in your company.
  • 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 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.
  • 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.
  • A presentation slide deck from Rego University 2022.   This document reviews best practices for Demand Management.
    • Define Demand for your organization
    • Support the Planning business process directly in Clarity
    • Think through the process to standardize forms and required data – from capturing the data to leveraging it in views, Roadmaps, Hierarchies and/or reports
    • Identify and engage Users and Consumers
    • Keep it simple:  Understand expected business outcomes when defining required fields, and eliminate everything that isn’t necessary
  • 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
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