RegoXchange
  • Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit.
  • Part of the Business Transformation collection, this grid portlet displays idea details for all ideas (active and inactive) and all status conditions.  This is an editable portlet based on the Ideas data provider.  Filterable by OBS structure, Active/Inactive, and Status.
  • Do you want to report on TCO for your organization by business function, application, or service?  This should be the financial management goal of every organization.  This class will discuss a path and some architecture choices to make this a reality.  We will highlight want some customers are doing today and share some best practices on the journey.
  • Course Description:   How do companies track stage gates within Clarity PPM? This session will review some best practices for tracking, monitoring, and approving stage gates within Clarity PPM. We will also discuss pros and cons of various options to help you select the best method for your company.
  • This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience.  This doc references version 16.1 views.  Doc reviews the Menu Bar and User Tool Bar. Document provides instructions on how to access blueprints, create a new blueprint and edit the fields available on the blueprint. Detail is also provided on how to update the modules, rules and actions associated with a blueprint. Instructions are listed to show the user how to modify the create from template page, how to add a new channel and how to set a default blueprint.  Tips on the user of the API Attribute ID are also provided.
  • This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience.  This doc references version 16.1 views.  Doc reviews the Menu Bar and User Tool Bar.
  • The Capacity Graph - Investment portlet displays Availability, Allocations, Assignments and Actuals for active resources in a single project. This portlet pulls from timeslices and allows the user to filter on weekly, monthly, or quarterly data. This portlet provides a Project Manager with a simple way to analyse:  Allocations vs. Actuals and Allocations vs. ETC.  Depending on metric goals, the graph allows the user to determine where areas of improvement may exist.
  • How do you address ever-growing backlogs and impatient demands from internal or external customers, while also balancing the desire to innovate with the need to maintain high performance and quality? This session focuses on proven techniques - learned over several years and iterations - to help win the battle against these challenges.
  • The Communications Object allows a user to send an html-based email to all users on a project, in a security group, or to individual users directly from Clarity.  An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger and send the email. Auto Start Solution: An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger. On Demand Solution: All emails could be sent together as a broadcast communication by running the process manually from the Organizer. This process could also be scheduled to run on a specific time using Jobs The table below describes the available columns on the object.
    Column Label Description
    From Who the email is coming from
    Sent To Individual users the message should send to
    Send to Group Security groups the message should send to (users within the security groups)
    Message Project Team Should this message be sent to a project team
    Associated Investment If Message Project Team is checked, which project should the team list be pulled from
    Message Subject Subject line of the email
    Message Content Body of the email (html)
    Message date Internal code used by the query
    Either of the on-demand process or auto start process should be active at a time. The package provides two Processes: 1.  Send Notification (ID:rego_send_notification) This is an auto start process. The notification is sent immediately when a new entry is created on the Communication object. Only one email notification will be sent for one entry. Any updates to the same entry will not trigger any new notifications. 2.  Email Communication (ID:rego_email_comm) This is an on-demand process that could be run from the Organizer. This send notification to all the entries on the Communication objects for which a communication was not already sent. This process does not have a Primary object. The processes are designed to work both in Oracle and Postgres environment. If the DB vendor information from Properties.xml is Postgres the SQL query for Postgres will be called. If not, the default SQL is Oracle. Important Note: Either of the processes should be active for an Implementation. If both the processes are active the on-demand process has no effect and will never send any communication. All object entries have a sent flag which will be marked whenever a notification is sent. Both the processes set the same flag on the object instance. Only with admin DB rights this flag could be overwritten. Object Name:Communication Object ID: rego_communication Flag Attribute Name: Sent (Id: rego_sent)
  • This portlet pulls back the Availability and Allocation totals by Role between a user-specified Start and Finish Date, then the user can drilldown to look at the information for Applications.  The Time Period filter allows for comparing these values across different timeframes (monthly, weekly, quarterly, annual) as desired.  Other filters allow for looking at Active or Inactive Roles (or both) and including Active or Inactive Projects (or both) in the totals.
  • Course description: “People are the #1 key to successful implementation, acceptance and sustaining adoption after the project is long gone. Find out some tips and tricks on how to keep those key stakeholders engaged.”  Download file is the presentation slide deck.
  • Course description: “Are you an NPD CA PPM user? This session is dedicated to NPD users to discuss some of the unique requirements and configurations needed to support project management for new product development.”  Download file is the slide deck used for the presentation.
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