RegoXchange
  • The Roadmap Cloning process creates a clone of any existing roadmap.  It should be run using the “Execute a Process” job.  To specify a roadmap to clone the Start Step Action’s Custom Script Parameters need to be updated to include the proper roadmap ID in the templateCode field.
  • Out of the box, there is no way to export or report on the Modern UX Roadmap Grid view. This report allows the end user to select one or more roadmaps and provides an exportable view of several OOTB fields from those roadmaps. When exported to and open in excel, the first tab will display a combined view of all selected Roadmaps, one row for every Roadmap Item, and additional tabs will display Roadmap-specific views. Custom attributes may be added to the report by your developers.
  • Out of the box, there is no way to export or report on the Modern UX Roadmap Grid view. This report allows the end user to select one or more roadmaps and provides an exportable view of several OOTB fields from those roadmaps. When exported to and open in excel, the first tab will display a combined view of all selected Roadmaps, one row for every Roadmap Item, and additional tabs will display Roadmap-specific views. Custom attributes may be added to the report by your developers.
  • 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.
  • Do you want to talk to other customers that are using or plan to use portfolio management? In this moderated Round Table where customers can share experiences and provide insights on process, configurations, challenges, and successes. We will have an expert panel and then divide into small groups and discuss customer selected topics - 100% sharing.
  • 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 creation of Roadmaps in Clarity’s Modern UX.  Reviews adding Investments to the Roadmap and then syncing.
  • 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.
  • A slide deck used in Rego’s training sessions around the use of Roadmaps in Clarity’s Modern UX.  Reviews the benefits of Roadmaps, security, building a Roadmap, Importing Investments, Board View, and Grid View.
  • A Quick Reference Guide on the use of the Timeline View for Roadmaps in Clarity’s Modern UX.  Reviews accessing the view, view options, and dependencies.
  • Hierarchies and Roadmaps are two powerful capabilities that Clarity has brought to the market. While they work great independently, have you experimented with how they can work together, even better? In this session, come and learn how these two capabilities can complement each other by working in concert giving you both planning and execution insights!
  • This Roadmap add-on provides configurable Role-based metrics that can be used in the grid view as targets and constraints. Select your valuable roles in the “targets” and once selected, the “sync” button will bring in any current allocations against projects and allow editing any of the total numbers directly in a scenario.  This will provide deeper insights into impacts of plans on teams/resources in addition to the out of the box money and time constraints.
  • Course Description:   Do some folks in your organization view Clarity PPM as worthless or of little value? In this class, we will discuss how to increase the value perception of Clarity PPM and innovative ways to sell the value Clarity PPM provides to stakeholders and users.
  • The industry has been talking about "Connecting Strategy to Execution" for years; Yet many organizations still struggle to make this a reality. During this interactive session, we will guide you through creating a one-page mapping of high-level values, missions, and vision with strategic goals and associated programs of work aligned for the delivery of value.
  • Capture and present allocation data by Team for the Investments included in your Roadmap to enable the ability to compare to Targets or Limits. Allocation data can be presented in Hours or FTE, for Teams Only.
  • How do you prioritize work?  In many organizations, the traditional forced ranking scale (1-x) alone isn’t sufficient.  There are financial and resource constraints to consider.  We must 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 yourself crazy?  In this session, we will share best practices and lessons learned.  You will get a hands-on exploration of practical, realistic, and flexible approach to satisfy your organization’s planning needs.
  • 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.
  • A presentation slide deck from Rego University 2022.   This document reviews the principles of Lean Portfolio Management. •        What is Lean Portfolio Management (LPM)? •        Artifacts of the LPM •        Roles of the LPM •        Ceremonies of the LPM
  • ** No Download - Do not Add to Cart ** As Clarity's Modern UX continues to evolve with each release, so has the transition conversation among Clarity Product Owners and Administrators. It's no longer a question of "if" and "when;" the question is, how? In this webinar, we'll explore some best practices that enable a successful shift from Classic to Modern. Through a collaborative discussion of overarching strategies to a step-by-step checklist, this session is designed to help you quickly position your users to take advantage of Clarity's latest and greatest capabilities. Nothing to Download - See Link below. http://info.regoconsulting.com/when-to-move-to-modernux-aug-2020
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