-
This training document is a Rego Consulting Quick Reference Guide to assist with the management of the Grid View within Hierarchies in Clarity’s Modern User Experience. This doc references version 16.1 views. Document covers information on how to export to CSV, filter, create and save Views, use of the Column Panel and the Details panel. -
Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity. Learn how you can introduce email-based approvals with Rego's action item responder. Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration. Finally, understand Rego's pre-built connectors and how they can benefit your instance. Including blueprint migrator. Include free tools like GEL builder, query, XOGbridge. -
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. -
Lean Portfolio Management (LPM) is one of the most researched and in demand topics for modern enterprises. Come learn what LPM is, key LPM practices and roles needed for success, and how Clarity and Rally provide end to end visibility from strategy to execution. -
A review of how Northern Trust integrates financial systems with Clarity PPM bilaterally, providing the Finance organization crucial information, and NT Project Managers with a birds-eye view of project financials. Utilizing the Rego Data Extractor and the Rego Data Processor, these information exchanges help Portfolio and Project Managers eliminate their manual and redundant efforts, solidify their overall data accuracy, and dramatically improve the content provided to their Execs for decision-making. -
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.
-
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 the Business Transformation collection, this line chart portlet displays realized vs planned benefits overtime, for portfolio investments. This provides the PfM with a holistic view of benefits planned vs realized over a period of time. -
Part of the Business Transformation collection, this line chart portlet displays realized vs planned benefits overtime, for portfolio investments. This provides the PfM with a holistic view of benefits planned vs realized over a period of time.
-
Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio. -
Part of the Business Transformation Package, this pie chart portlet shows planned benefits across the system grouped by Goal. The data is displayed form the investments in a portfolio. The portlet lets the Portfolio Manager know on which GOAL the planned benefit is allocated, so as to target the overall investment spread in the portfolio.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy