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Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more. -
Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution. -
Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution. -
Are you using Clarity's roadmap leveraging some of the best and most common practices found across industries? Come to this session to learn about how the roadmap works, out of the box. We will cover how to configure views, targets, widgets, boards and more! You will leave with great ideas you can bring back to your organization! -
Are you leveraging Clarity's Roadmaps to support some of the best and most common practices found across industries? Come to this session to learn how Roadmaps work out of the box. We will cover how to configure views, targets, widgets, boards and more! You will leave with great ideas you can bring back to your organization! -
A presentation slide deck from Rego University 2022. This document reviews the best practices for using Roadmaps in Clarity. - Before Getting Started
- Do’s and Don’ts
- Bells and Whistles to Leverage
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The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data. The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to view. -
The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data. The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to view.
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The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data. The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to view.
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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 is a list of 12 typical maintenance items that should be completed for Clarity on an annual basis. There is also a short list of items that should be completed periodically depending on client policies. -
** No Download - Do not Add to Cart** - Register for the White Paper at this link - http://info.regoconsulting.com/clarity-roadmaps-fastest-route-to-success Anyone who’s taken a road trip knows the value of a good map. It tells you where you’re going, how long it might take to get there, and where you are at any given time. Your organization’s strategic journey is no different. Whether it’s your corporate strategy or individual investments, you’re heading into territory that could include all kinds of intersections, delays, and detours that could impact your plan. A good roadmap will give you the critical information you need to ensure a smooth journey. In this white paper, we discuss how using Clarity's Roadmap feature will get you pointed in the right direction for success. -
A Quick Reference Guide on setting up Custom Investments in Clarity’s Modern UX. Reviews setting up the Custom Investment, and creating Custom Investment Records. -
A Quick Reference Guide to assist in the creation of portfolios and adding investments in Clarity’s Classic UX. Reviews the steps to create a portfolio, process of adding the investments, and syncing the data. -
Discount Tire shares their Project Prioritization Model. It’s based on the Analytic Hierarchy Process (AHP) created in the 1970’s. It breaks down decisions into a hierarchal structure and combines both objectivity and subjectivity into a standard numerical scale. -
A presentation slide deck from Rego University 2022. This document reviews the use of the new Hierarchy feature in Clarity.- Introduction
- General Value of a Hierarchy
- When to use the Hierarchy in Clarity –
- Live Demo
- Use Cases
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This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods. Filters are provided for:- OBS
- Portfolio
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This stacked bar graph portlet displays the financial summary by transaction class for the current and future fiscal annual periods. Filters are provided for:
- OBS
- Portfolio
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Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments. Portlet is a combination of Line Chart and Vertical Bar Charts. It displays data for one or more portfolios depending on rights and filters. Green Line represents Portfolio Target Benefits. Light blue bar represents aggregation of investment Planned Benefits. Dark blue bar represents aggregation of Investment Realized Benefits (actual benefits). Filtering is available for Above or Below Waterline investments OR all portfolio Investments. May also filter on Portfolio values as well as Plan values. Filtering also available for Active vs Inactive Portfolios. -
Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments. Portlet is a combination of Line Chart and Vertical Bar Charts. It displays data for one or more portfolios depending on rights and filters. Green Line represents Portfolio Target Benefits. Light blue bar represents aggregation of investment Planned Benefits. Dark blue bar represents aggregation of Investment Realized Benefits (actual benefits). Filtering is available for Above or Below Waterline investments OR all portfolio Investments. May also filter on Portfolio values as well as Plan values. Filtering also available for Active vs Inactive Portfolios.
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Part of our Business Transformation collection, this portlet relates exclusively to Benefit costs in the Portfolio and its investments. Portlet is a combination of Line Chart and Vertical Bar Charts. It displays data for one or more portfolios depending on rights and filters. Green Line represents Portfolio Target Benefits. Light blue bar represents aggregation of investment Planned Benefits. Dark blue bar represents aggregation of Investment Realized Benefits (actual benefits). Filtering is available for Above or Below Waterline investments OR all portfolio Investments. May also filter on Portfolio values as well as Plan values. Filtering also available for Active vs Inactive Portfolios.
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Hershey shares their path to Power BI reporting. They discuss Power BI ways of working, Defining Executive Level Metrics, Design & Development, and Next Level Reporting. -
A Quick Reference Guide to assist in the creation of Hierarchies in Clarity’s Modern UX. Clarity PPM provides the ability to create one or more hierarchies that define the relationships between ideas, projects or custom investments. Each hierarchy contains up to a 500 tree card diagram that shows a parent-child relationship between the tree cards. -
A Quick Reference Guide to assist in using the Hierarchies Grid view in Clarity’s Modern UX. The Hierarchy grid provides the ability to create new hierarchies, filter, add fields to the gird, save and load views, export the list of hierarchies and review the details of a hierarchy.
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