-
This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs. -
Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio. -
Part of the Business Transformation collection, this bar-chart portlet displays number of investments per stage. This provides a holistic overview of where the projects are within the organization. -
Bar Chart displays average percent variance for all active projects by OBS unit. Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100. Projects with no Budgeted Cost are ignored for the calculation. Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance. This yields the Average Percent Variance. This calculation is performed for active projects in each OBS unit. OBS units include all units at all levels where projects are attached. Portlet filterable by OBS, Financial Status, and Financially Approved. Vertical axis = OBS Unit Name. Horizontal axis = Variance Percent. Data value = Average Percent Variance. Mouseover value = OBS Name + Average Variance Percent. -
Pie Chart that aggregates Realized Benefit (Total Actual Benefit) by OBS for active projects. Only a Benefit Plan associated with the Cost Plan of Record will return data. The filter allows you to select which OBS filter you prefer to use for this pie chart, however, only an OBS associated with Projects will return data. -
A review of how Northern Trust integrates financial systems with Clarity PPM bilaterally, providing the Finance organization crucial information, and NT Project Managers with a birds-eye view of project financials. Utilizing the Rego Data Extractor and the Rego Data Processor, these information exchanges help Portfolio and Project Managers eliminate their manual and redundant efforts, solidify their overall data accuracy, and dramatically improve the content provided to their Execs for decision-making. -
Learn about the various techniques and emerging methods companies are taking to capitalize Agile work. You'll learn how some companies are moving away from timesheets and using models based on story points and team rates to generate capitalization reporting. -
Course Description: Do you want to analyze the cost and utilization of Agile development resources? Do you struggle to integrate financial information with work execution information from Agile tools such as Rally Software®, Jira, or VersionOne? This session explores reporting and dashboarding approaches to provide technology leaders with KPIs and trends for Agile execution, along with views that relate Agile team activity with cost and delivery. -
Project Budget vs Planned vs Actual by Month report provides the Project Managers a single place to view Project Budget, Planned and Actual Cost for multiple projects. Project Managers can use this view to compare various costs for that project in a particular month. User can further narrow their search by OBS Type & Path, Is Project Active?, Fiscal Month Start Date, Investment Manager and Investment Name. -
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. -
Have you ever reviewed costs with your stakeholders and suddenly noticed an unexpected change? This class will teach you all the techniques you need to trace down the cause of the discrepancies in the model. We will cover advanced troubleshooting techniques like Metric view for tracing up/down the model and how to leverage model summary reports. -
Do you want to talk to other customers that are using or plan to use financial 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.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy