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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience. -
Do you want to understand the OOTB configuration and functionality of roadmap management? In this class, we will review the OOTB objects, views, and functions of roadmap management. -
This training document is a Rego Consulting Quick Reference Guide to assist with the saving and managing of Roadmap views in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on the Save As feature for Roadmap views. Detail is provided on views created by others, how to manage existing views and how to save them as favorites. Timeline, Board and Grid view saving options are detailed. -
How do you prioritize work? In many organizations, the traditional forced ranking scale (1-x) alone just isn’t sufficient. There are financial and resource constraints to consider. We must also align with strategic objectives, OKRs, or business outcomes. So how do we go about creating a plan which layers in-flight and proposed work within all these considerations, to create a balanced and prioritized roadmap? How do you drive priorities without driving yourselves crazy? In this session, we will share best practices and lessons learned. You will get a hands-on exploration of a practical, realistic, and flexible approach for bringing all the pieces together to satisfy your organization's planning needs. -
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the management of Roadmap items within the Grid View in Clarity’s Modern User Experience. This doc references version 16.1 views. Instructions are provided to help users add and remove columns, move columns, pin columns and sort rows of data. The document provides guidance on how to use the View Options function to manage Per-Period Metrics. Includes guidance on how to update Roadmap data from the Grid View and how to use the In Plan column to rank investments. -
You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options and robust portfolio reporting and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more. -
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 16.0.3 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. -
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 16.0.2 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. -
A Quick Reference Guide to assist in the use of Clarity’s Roadmaps Board View. Shows how to go from the Roadmap List view to the Board View. Reviews functionality and use of the Board View. -
A Quick Reference Guide to assist in the use of the Roadmap Grid View. Reviews functional use of the Grid View and exporting to CSV. -
This training document is a Rego Consulting Quick Reference Guide to assist with the updating, synchronizing and deleting of Roadmap investments in Clarity’s Modern User Experience. This doc references version 16.1 views. Detail is provided on how to update individual Roadmap items within the Grid View, Timeline View and Board View. Included are instructions on how to synchronize Roadmap investments and how to delete an investment from a Roadmap.
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