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This training document is a Rego Consulting Quick Reference Guide to assist with Financial Actuals and Reporting in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document includes detail on which jobs should be run to ensure project and financial data is synchronized with the latest posted actuals. Information is provided on how to analyze cost plans and how to review actual transactions. Instructions are provided on how to analyze budget plans. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by type of project, for portfolio investments. It uses System Provider: Portfolio Investment Provider. -
A Quick Reference Guide to assist in entering financial transactions into Clarity’s Classic UX. The guide reviews the basics of transactions entry, create voucher header, entering the line item - details, and entering the line item - transaction. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider. -
Discover the growing trend of organizations adopting the FinOps methodology and its integration with the TBM framework. In this session, we'll explore how the TBM office and FinOps teams can collaborate effectively to achieve desired outcomes, fostering a synergistic relationship between them, and leveraging the combined capabilities of Apptio and Cloudability for optimal results. -
Many organizations have a goal to understand, track, and control the TCO of applications or services, but it can be challenging to accomplish. In this session, we'll discuss what makes TCO so important, important decisions you'll need to consider along the way, and some best practice guidance on reaching your TCO goal. -
In this session we will explore complex cloud use cases you can manage within ApptioOne, including accruals, forecasting, multi-cloud chargeback, RI waste analysis, and reallocations. Additionally, we will discuss Cloud Business Management reporting and its role in driving accountability, optimizing cloud spend, and creating custom reports for various roles. Join us to learn how ApptioOne can empower you to navigate today's multi-cloud environments and enhance your cloud management strategy. -
In the session we will examine the synergy between Apptio and finance applications such as Anaplan, Oracle EPMCS, OneStream, and ClearCost. Discover how Apptio, with its purpose-built IT focus, can enhance organizational planning and workforce management by integrating with finance apps. Join us to learn valuable talking points for TBM Directors and explore real-world examples of successful collaboration between finance apps and Apptio. -
Discover how ApptioOne and Targetprocess seamlessly integrate to combine financial and agile processes, creating a unified approach to managing your organization's technology investments. This session will explore the benefits of leveraging both tools to optimize financial management and enhance agile project delivery. Learn how to harness the power of ApptioOne and Targetprocess together to drive efficiency and achieve your organization's goals. -
A presentation slide deck from RegoU 2023. This course covered innovation items that Rego has created to enhance the usability for Apptio. -
A presentation slide deck from RegoU 2023. This course discussed how IBM’s Turbonomic and Apptio’s Cloudability can work together. Using these two tools will empower your FinOps Organization. -
The Populate Prior Periods Forecast From Actuals in Cost Plans process updates Cost Plans for Active Projects, it updates the Forecast for previous months = Posted Actuals, to remove variances from past periods. This is an On Demand process in Clarity named Populate Prior Periods Forecast From Actuals in Cost Plans and can be manually executed from the Organizer or scheduled through the “Execute a Process” job. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The process is very flexible and supports Cost Plans with any given grouping and it also works without any dependency on timeslices or other jobs. The process fetches Cost plan of records for all active projects in the system that have Actuals transactions in WIP table. It then process those cost plans to update all of the prior monthly forecast periods with the corresponding monthly Actuals.
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