RegoXchange
  • 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
  • The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task.  This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
    Column Label Description
    Timesheet Period Start Range of time periods to display filtered by start date
    Timesheet Period Finish Range of time periods to display filtered by finish date
    Resource Resource(s) to display
    Type Note on a timesheet or time entry (task specific)
  • The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task.  This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
    Column Label Description
    Timesheet Period Start Range of time periods to display filtered by start date
    Timesheet Period Finish Range of time periods to display filtered by finish date
    Resource Resource(s) to display
    Type Note on a timesheet or time entry (task specific)
  • The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task.  This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
    Column Label Description
    Timesheet Period Start Range of time periods to display filtered by start date
    Timesheet Period Finish Range of time periods to display filtered by finish date
    Resource Resource(s) to display
    Type Note on a timesheet or time entry (task specific)
  • Course Description:   Do you want to talk to other customers that are using or plan to use financial management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing.
  • Course Description:   In the new bimodal IT environment, does your organization lack insights into what Agile work is being done and what value is being delivered? Learn how Apptio Agile Insights merges data from multiple Agile tools, including Clarity PPM, to bring together a total picture of the value IT is delivering.
  • Course Description:   The single biggest risk for CIOs and IT organizations today is not being able to make good spending decisions at the pace of digital business.
    • Challenges
    • Investment Planning
    • IT Financial Management
    • Agile Financials
    • ServiceNow ITFM Capabilities
    • Apptio Introduction
    • ServiceNow / Apptio Solution
    • Best Practices
    • Pitfalls to Avoid
    • Apptio Details
  • Course Description:  Does your IT organization struggle with IT budgeting and annual planning? Does your annual budget and planning process take months? This session explores leading approaches and purpose-built tools to shorten your budget cycle, align resources to business needs, and plan resources into future years while reducing errors and manual effort.
  • Course Description:   Does your organization struggle to understand your fully burdened TCO for the applications that enable your business? Do you use spreadsheets and disparate data sources to manually calculate TCO? This session explores the data sources needed to calculate the fully burdened TCO for applications. We will also cover marketplace tools that allow you to track spending, providing trends of applications broken down by run and development costs.
  • 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.
  • Course description: “How does my financial forecast and budget (project/program/portfolio) relate to the department/cost center budgets that finance prepares? Is there a better way to link the two together? This is a topic many organizations struggle with, and this session will review tools and processes that can help solve this problem.”
  • 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?.
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