RegoXchange
  • 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.
    By default, there are numerous filter options displayed, such as transaction dates, transaction class and cost type. The table below describes the available columns in the portlet.
    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.
  • Many organizations want to transition to a more product-centric delivery model but struggle with how to get started. This session discusses key success factors of Broadcom’s own project-to-product transition with an aim to resolve issues facing your organization.
  • 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.
  • This portlet shows the project costs by Month. The information displayed includes:
    • Start Date for project
    • End Date for project
    • Budgeted Cost
    • Planned Cost
    • Actual Hours
    This provides the PM with a one shot view of the total financials/actuals for the project. The Project name field is linked to the project properties page. In case of any adjustments, the PM can toggle b/w the portlet and the project with ease.  The user can filter on multiple projects, or projects by OBS, or by PMs, to view the data on the portlet.
  • This training document is a Rego Consulting Quick Reference Guide to assist with setting up financial plans for ideas in Clarity’s Modern User Experience.  The document reviews Ideas Cost Plans and Idea 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 Rego’s model for defining, calculating, and modifying idea and project estimates, so you can increase throughput and ROI.
  • A .pdf file that has the slide by slide presentation at 2015 RegoU on the elements of Financial Processing in CA PPM.  The agenda covers a financial process overview, enabling time reporting, enabling financials, posting timesheets, transaction entries, posting to WIP, adjustments, importing financial actuals, and job scheduling.
  • The Transaction Adapter – is a text based CSV file which automates the importing of monthly non labor financial data into Clarity directly from your financial system.  This integration eliminates the need to create non-labor transactions manually in Clarity and will provide more accurate project, program, and portfolio financial reporting.
    • ITFM Introduction
    • PMO & IT Finance Collaboration
    • Where ITFM and PPM Meet
    • Connecting PPM with ITFM
  • Are you considering the use of CA PPM's benefits tracking for planned and/or realized benefits?  This session will be a review of common use cases for putting benefits forecasts and realized benefits into CA PPM along with the reporting available out of the box and within RegoXchange.
  • It is quite common for Rally and Jira to coexist. However, connecting them effectively enhances the value stream for development teams and product owners. Learn what is available to make this happen along with some typical design patterns.
  • 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 classic and new UX highlighting differences.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of project Financials in Clarity’s Modern User Experience.  This doc references version 16.3 views. Document includes summary information on the Financials module and provides detail on how to customize the grid and save views. Instructions are provided on how to filter data and how to use the ⋮ (vertical ellipses) icon to access further features. Detail is provided on the group by function, the column panel, the export of cost plan and editing cost plan and budget plan data from the grid.
  • 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 16.2.1 views. Document includes instructions on how to create cost plans, budget plans and benefit plans.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the entering of financial transactions in Clarity’s Classic User Experience.  This doc references version 16.1.2 views. Document provides basic information on the definition of a transaction and the composition of transaction items. Detail is provided on how to create a new transaction from the Transaction Entry page of the Classic User Experience. Information is provided on how to enter detail into each individual line item for a transaction.
  • A presentation slide deck from RegoU 2023.  This course was a presentation by Apptio on their Product Roadmap.
  • Part of the Business Transformation Collection, this bubble-chart portlet displays investments per their alignment, status and total planned benefit. The: X-axis displays the alignment Y-axis displays the status Bubble-size displays the total planned benefit
  • This training document is a Rego Consulting Quick Reference Guide to assist with Financial Actuals and Reporting in Clarity’s Modern User Experience.  This doc references version 16.0.2 views. Document includes detail on which jobs should be run to ensure project and financial data is synchronized with the latest posted actuals. Information is provided on how to analyze cost plans and how to review actual transactions. Instructions are provided on how to analyze budget plans.
  • This is an automation to adjust the cost in financials (WIP) based on the standard weekly hours for salaried (Exempt) personnel. The process adjusts only the cost in WIP where the hours per week that are posted for a resource are more than the standard work week. The Posted hours in the timesheet and in WIP remain untouched.   For the process to calculate correctly, all time in a given week needs to be accounted for, including all non-project time. The process has three input parameters as explained below:
    • wkStdHour: Standard Weekly Hours; this can be changed in the process gel script. The parameter is based on the organization standard work week. The default is set to 40 hours.
    • xogBatchSize: The XOG batch size.  This is used to upload data in batches to avoid high memory and performance issues. The default batch size is set to 50 records.
    • username: The resource name that the process uses for uploading data. The default is set to admin.
    • It will process all the timesheets in posted state provided the timesheet has not been adjusted earlier by this process and there are no pending transactions to be posted for it. Validation is made based on Notes field, which is populated once adjustment is done by the process.
    • Notes field should not be modified in Script nor should be worked upon by any other process.
    • All the invalid transactions should be cleared and post to WIP should be finished with no pending records.
  • By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together.
  • Rally Software introduction including high level feature and functionality for Agile and portfolio planning and tracking, analytics and reporting, and overall benefits of Rally in the marketplace along with a product demo.
  • This asset in used to update investment level TSV attributes using Cost Plan, Budget plan, Actual transaction, Planned and Budgeted Benefit Cost data as needed. It uses mappings/logic from ‘Cost Rollup Mappings’ object. Compatibility – Its compatible from 16.0 onwards with Oracle, PostgreSQL and MSSQL.
  • Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing Agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work and teams and how Agile tools should interface into Clarity.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Financial Actuals and Reporting in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document includes detail on which jobs should be run to ensure project and financial data is synchronized with the latest posted actuals. Information is provided on how to analyze cost plans and how to review actual transactions. Instructions are provided on how to analyze budget plans.
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