RegoXchange
  • A presentation slide deck from Rego University 2022.   This deck reviews Apptio’s self-service reporting tool.  This tool is geared towards end users and empowers them to create and share their own reports.
  • A presentation slide deck from Rego University 2022.   This class reviewed Apptio reporting options, tips & tricks, etc.
    • Introduction
    • Reporting Options for Apptio
    • Reporting Tips & Tricks
    • Reporting best practices
    • Custom Report Showcase
  • A presentation slide deck from Rego University 2022.   An outline of topics used for a Apptio Round-Table discussion.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience.  The document reviews the process to create a benefit plan and then add it to a cost plan.
  • The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio.  The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan.  Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
  • The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio.  The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan.  Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
  • The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio.  The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan.  Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
  • Benefits by year report provides the project manager a single place to view Benefit plan and its associated benefit for various years across multiple projects.  Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly.  User can further narrow their search by OBS Type & Path, Investment Name, Investment Manager, Investment Type, Plan Type and Is Plan of Record?.
  • Benefits by year report provide the project manager a single place to view Benefit plan (Forecast /Budgeted) and its associated benefit for various years across multiple projects. Information is displayed in a bar graph and user can further drill down the details to investment level. Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly. User can further narrow their search by OBS Type & Path, Plan Type (Budget/Forecast), Year and Is Plan of Record?.
  • A presentation slide deck from Rego University 2022.   This course reviews the new release features in ApptioOne.
    • Where to find new releases
    • Apptio BI
    • ApptioOne
    • Editable Tables
  • Do you want to understand the OOTB configuration and functionality of financial management?  In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas.  We will cover both newUX gaps from classic.  We will discuss best practices.
  • Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas.
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