RegoXchange
  • Course Description:   Do some folks in your organization view Clarity PPM as worthless or of little value? In this class, we will discuss how to increase the value perception of Clarity PPM and innovative ways to sell the value Clarity PPM provides to stakeholders and users.
  • We will delve into various examples of how to use Apptio reports to identify cost-saving opportunities within your organization and how to quantify them for leadership. We will cover specific areas such as databases, migrating servers to the cloud, rationalizing applications with high unit costs, replacing or decommissioning obsolete servers, and managing unassigned end-user devices.
  • Course Description:   What is Technology Business Management (TBM) or IT Financial Management (ITFM)? Why is it important for IT? This session explores the need for TBM as well as how it drives significant cost optimization and more effective business-technology management practices. We will review the TBM framework, taxonomy, model, and how TBM processes and tools compliment your existing investment in PPM tools.
  • The Revenue Forecast by Role portlet displays forecasted revenue by both resource and role on the given project, broken out by month. The table below describes the available filter fields in the portlet.
    Column Label Description
    Months Fiscal months to display
  • The Revenue Forecast portlet displays projected revenue at a project level broken out by month.  This portlet assists in viewing all project revenue data at once and making it easily exportable.   The table below describes the available filter fields in the portlet.  
    Column Label Description
    OBS OBS to filter projects with
    Status Status of the project
    Closure Probability ?
    Months Month(s) of Project Revenue to display
  • The Revenue Forecast portlet displays projected revenue at a project level broken out by month.  This portlet assists in viewing all project revenue data at once and making it easily exportable.   The table below describes the available filter fields in the portlet.  
    Column Label Description
    OBS OBS to filter projects with
    Status Status of the project
    Closure Probability ?
    Months Month(s) of Project Revenue to display
  • The Revenue Forecast portlet displays projected revenue at a project level broken out by month.  This portlet assists in viewing all project revenue data at once and making it easily exportable.   The table below describes the available filter fields in the portlet.  
    Column Label Description
    OBS OBS to filter projects with
    Status Status of the project
    Closure Probability ?
    Months Month(s) of Project Revenue to display
  • “Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project.  Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work?  The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria.  This portlet checks that table, and sets the Missing Rate attribu
  • “Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project.  Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work?  The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria.  This portlet checks that table, and sets the Missing Rate attribu
  • “Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project.  Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work?  The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria.  This portlet checks that table, and sets the Missing Rate attribu
  • Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity.  Learn how you can introduce email-based approvals with Rego's action item responder.  Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration.  Finally, understand Rego's pre-built connectors and how they can benefit your instance.  Including blueprint migrator.  Include free tools like GEL builder, query, XOGbridge.
  • Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity.  Learn how you can introduce email-based approvals with Rego's action item responder.  Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration.  Finally, understand Rego's pre-built connectors and how they can benefit your instance.  Including blueprint migrator.  Include free tools like GEL builder, query, XOGbridge.
  • A presentation slide deck from RegoU 2023.  This course covered innovation items that Rego has created to enhance the usability for Apptio.
  • Part of the Business Transformation collection, this line chart portlet displays realized vs planned benefits overtime, for portfolio investments. This provides the PfM with a holistic view of benefits planned vs realized over a period of time.
  • Part of the Business Transformation collection, this line chart portlet displays realized vs planned benefits overtime, for portfolio investments. This provides the PfM with a holistic view of benefits planned vs realized over a period of time.
  • Part of the Business Transformation collection, this line chart portlet displays realized vs planned benefits overtime, for portfolio investments. This provides the PfM with a holistic view of benefits planned vs realized over a period of time.
  • This portlet displays a Pie Chart of a Portfolio’s Realized Benefits partitioned into pie slices by the portfolio’s Investments’ Objectives. Clicking on any pie slice (Objective) drills-down into a portlet that lists the Investments that make up that slice.
  • This portlet displays a Pie Chart of a Portfolio’s Realized Benefits partitioned into pie slices by the portfolio’s Investments’ Objectives. Clicking on any pie slice (Objective) drills-down into a portlet that lists the Investments that make up that slice.
  • This is a pie chart portlet to show realized benefits across the system by category, including a category for no category or unspecified.   Pie chart shows categories of realized benefits in its slices. Available filters:
    • Portfolio (required)
    • Manager
    • Stakeholder
    • Department
    • Category Filter (default to all)
    • Goal
    • Objective
    • Type
  • This is a pie chart portlet to show realized benefits across the system by category, including a category for no category or unspecified.   Pie chart shows categories of realized benefits in its slices. Available filters:
    • Portfolio (required)
    • Manager
    • Stakeholder
    • Department
    • Category Filter (default to all)
    • Goal
    • Objective
    • Type
  • This is a pie chart portlet to show realized benefits across the system by category, including a category for no category or unspecified.   Pie chart shows categories of realized benefits in its slices. Available filters:
    • Portfolio (required)
    • Manager
    • Stakeholder
    • Department
    • Category Filter (default to all)
    • Goal
    • Objective
    • Type
  • Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by location of project. This provides the PM with a holistic view of benefits realized across the geographical locations.
  • Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by location of project. This provides the PM with a holistic view of benefits realized across the geographical locations.
  • Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by location of project. This provides the PM with a holistic view of benefits realized across the geographical locations.
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