RegoXchange
  • This configuration and accompanying process allows users to capture Financial and Non-Financial (Metrics, Soft, etc.) Benefit in a custom sub-object, then programmatically create an out-of-the-box Benefit Plan with just the Financial Portion from the custom sub-object.  The solution is comprised of:
    • Sub-Object (Benefit Plan Details, Parent = Project)
    • Process: Create Benefit Plan (uses sub-object as primary input, native BP is output)
    • Process: Update sql - Cost Benefit Plans (one-time script to update Projects)
    The Process to create the Benefit Plan is initiated when users check the Create Benefit Plan box on the sub-object.  Every time the Process runs it aggregates all rows from the sub-object that are flagged as Financial and creates a new Benefit Plan.  The resulting BP is not linked to any Cost Plans. Users who install this base solution will want to consider:
    • Ensure on the Benefit Details List view the Planned and Realized Amounts are displayed
    • Modifying the Create Benefit Plan Process in support of a BP naming convention consistent with local PMO Practices
    • Modifying the Create Benefit Plan Process to link the BP to the Cost Plan of Record
    • Creating a Portlet that pulls together rows of data from the sub-object across multiple projects in a summarized view as well as a detailed view
    Once installed, please refer to the Benefit Detail Functionality Document for how to create Benefit Detail records, initiate the process, and the Benefit Plan Creation.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the process of creating financial actuals and the supporting reports in Clarity’s Modern User Experience.  The document covers running jobs to sync data, analyzing cost plans, reviewing transactions, and analyzing cost and budget plans.
  • Does project and idea estimation take too long and lack visibility? This class will address one of the most common pain points within organizations: how to involve the right people within a timely project estimate. Learn some Rego best practices for defining, calculating, and modifying idea and project estimates, so you can increase throughput and ROI.
  • This training document is a Rego Consulting Quick Reference Guide to assist with transaction entry in Clarity’s Modern User Experience.  The document covers transaction entry basics, creating a voucher header, entering line-item details, and entering line detail transactions.
  • 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.
  • A presentation slide deck from Rego University 2022.   A class on building a defensible cost model.
    • Characteristics of a defensible model
    • Steps to build an accurate TBM model
    • Allocation best practices
  • The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results.
  • The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results.
  • The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results.
  • A quick reference card to assist in the creation of a Financial Summary for an investment.
  • A Quick Reference Guide to assist in the creation of Benefit Plans in Clarity’s Classic UX.  Reviews the process to access and create the benefit plan, entering benefit details lines, and associating a benefit plan to a cost plan.
  • A process creating a new Cost Plan. Cost Plan properties:
    Name Cost Plan created on: yyyy/mm/dd hh:mm:ss
    Grouping attributes Charge Code, Transaction Type
    Start Period The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals
    Finish Period The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6
    Period Type Monthly
    Plan of Record True
    Planned Cost For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table)
    Pre-conditions:
    • the Project must be financially enabled.
    • if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
    • if the Allocation changes, allow the timeslice job to finish before running the process.
    • the Project should have the Charge Code set.
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