274 results
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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.
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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.
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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.
