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Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution. -
Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution. -
A presentation slide deck from RegoU 2023. This course was a presentation by Apptio on their Product Roadmap. -
The All Transactions portlets have the capability to display any transaction within the system. Transactions from any type of investment can be viewed on this page. There are two version of this process:- All Transactions (with security) – this will display rows only where the logged in resource has access to cost plans for projects or ideas. The portlet will check instance, OBS and global rights.
- All Transactions (without security) – will display all rows, regardless of cost plan access rights.
Column Label Description ID An unique identifier for each row displayed in the portlet. Transaction Date The data the transaction has been coded to. Time Period Start For transactions arising from timesheet entries, this will show the start period of the timesheet. Time Period Finish For transactions arising from timesheet entries, this will show the finish period of the timesheet. Project Code The ID of the investment. Project Name The name of the investment. Task ID The ID of the investment task where the actual cost has been assigned. Task Name The name of the investment task where the actual cost has been assigned. Cost Center Credit The department assigned to the resource where a cost needs to be credited. Project Manager The resource managing the investment. Resource ID The ID for the resource that has been assigned the cost. Rate (Standard) The rate for the cost. Invoice Number The invoice number. May come from a manual transaction or may be imported from a financial system integration. PO # The purchase order number. May come from a manual transaction or may be imported from a financial system integration. Vendor Code The vendor code that has been listed against the transaction. Cost Centre Charge To The department assigned to the resource where a cost needs to be charged. Cost Type Indicates whether the transaction is capital or operating. Charge Code The charge code assigned to the transaction as per the Clarity Charge Code list. Transaction Type Labour, Expense, Equipment or Material. Transaction Class The transaction class assigned to the transaction as per the Clarity transaction class list. Transaction Amount Rate x Quantity. Quantity The number of units. Notes Free text field for the transaction. -
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. -
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. -
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. -
Actuals & ETC by Resource Assignment report provides project managers a single place to view Actuals and ETC associated with resources across multiple Tasks and Projects. It displays the following: Actual and ETC Hours by Start Date: Stacked Column chart that displays the total Actual hours and ETC hours per month of fiscal period. Grey color indicates Actuals and Purple indicates ETC hours during that month. Grid: Displays Investment name, Task, Assigned resource ETC and Actual hours per month of fiscal period. It also displays aggregated column and row totals for Actuals and ETC hours. You can further narrow your search by OBS Type, OBS Path & Start Date range. -
A presentation slide deck from Rego University 2022. Document reviews the 7 trends that Rego is seeing in the PPM space.- Trend 1: Going Beyond Strategic Alignment
- Trend 2: Pivoting Quickly
- Trend 3: Value Scrutiny for PPM
- Trend 4: Hybrid Financial Management
- Trend 5: AI has the Buzz, Predictive Analytics has the Momentum
- Trend 6: Balanced Ecosystem of Tools
- Trend 7: Collaboration
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What should I expect to see within my organization related to PM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry. This class will share Rego's observations on industry trends within PPM.
