RegoXchange
  • 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
  • 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
     
  • Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include: • Change Requests • Cost Trend • Cost • Effort Trend • Effort • Hierarchy Summary • Investment Drill Thru • Investment Gantt • Issue Summary • Milestones • Risk Summary • Staff • Status Report Summary • Tasks Demo Video - https://www.youtube.com/watch?v=UNByLAWJ2Nw&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=4 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View.  Instructions are also provided on how to synchronize a Roadmap.
  • 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!
  • Aligning work to organizational strategy is a fundamental requirement in today’s ever-changing marketplace.  High-performing organizations, however, are moving beyond basic connections to introduce strategic hierarchies that are tied at various levels to real measurements of business value via Objectives and Key Results (OKRs).  Join our Guides as they present key concepts, best practices, and the evolution of strategic alignment.
  • This training document is a Rego Consulting Quick Reference Guide to assist with use of the Hierarchies Card View in Clarity’s Modern User Experience.
  • 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.
  • A Quick Reference Guide to assist in the creation of Roadmaps in Clarity’s Modern UX.  Reviews adding Investments to the Roadmap and then syncing.
  • The Rego Roadmap Conversion process provides the ability to create investments, from Roadmap Items.
    • Create a roadmap and populate it with Roadmap Item(s).  It is useful to create a custom view which contains the attributes needed in the project, or Custom Investment, to be created.
    As many roadmap items as you wish can be added at this stage.  Either all, or only selected roadmap items, can be converted.
    • Create a view to be used to help with the Conversion process.  It should include: -
      • Roadmap Item: This will become the Investment Name
      • Convert to: The type of investment to be created.
      • Conversion - Use Template:  The template to use in the conversion process.
      • Sync Status: The status of the conversion process
      • Sync Message:  additional details for the conversion process
      • In addition, check the Scenario that is selected.
    • In the Properties > Actions menu select Convert to Investment
    • This will initiate the conversion process and will select the roadmap items that: -
      • have no linked to set.
      • have both the Convert to and Conversion Use Template selected.
      • If any of these details are empty the roadmap item will be ignored.
    • The Sync Status and Sync Message will be updated to show whether the conversion has completed successfully, or not.
    • The Linked to will be populated with the newly created investment.
    • There is a Roadmap Action Log which can be accessed via Custom Objects.  This is useful for administrators and tracks all actions undertaken by the Conversion Process.   A history of the conversions completed, and their sync status and messages can be accessed from here.
  • 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.
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