- Organize Portfolios
- Define Portfolio Properties
- Build Portfolio Contents and Synchronization
- Define Portfolio Targets
- Utilize the Portfolio Waterline
- Ranking Investments
- Scenario Planning
- Portfolio Analysis and Outputs
148 results
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Rego’s training materials for Managing Portfolios in Clarity. The slide deck was put together using Clarity version 15.4.1. This course will describe how to: -
Course description: “Did you implement tool functionality without best practice processes? This class will review some of the critical business processes that we recommend organizations put in place before implementing a PPM tool. We will provide tips and tricks on defining process frameworks while leveraging tools for successful enablement.” Download file is the presentation slide deck. -
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. -
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.
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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.
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- ITFM Introduction
- PMO & IT Finance Collaboration
- Where ITFM and PPM Meet
- Connecting PPM with ITFM
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Are you on an older version of CA PPM? Do you want to understand the value of the new features and functions in recent versions? Have you seen the new UX and do you wonder when is the right time to move over? This class is a demonstration of the new UX, new features in both classic and new UX, and the value of these features for customers. -
How do I mature my portfolio planning? What is my organization's next steps in maturing our portfolio planning processes, and how can CA PPM or other tools help? This class will review industry trends related to portfolio planning and talk about what each organization should aspire to portfolio processes. -
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. -
Course Description: Do you want to understand the OOTB configuration and functionality of portfolio management? In this class, we will review the OOTB objects, views, and functions of portfolio management. -
Course Description: Are you ready to implement a continuous improvement practice within your PMO? This class is a working session to help build and sustain a continuous assessment initiative within your PMO, helping to manage goals and objectives from start-up through maturity. We will also discuss growth mapping to processes, tools, and strategic objectives. -
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.
