RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience.  This doc references version 16.1.2 views.  Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Document references the Tasks and To Do’s menu items and their associated widgets.
  • 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.
  • The hit TV series Ted Lasso is well known for its humor and entertainment value, but hidden under the light-hearted banter are some important messages that leaders can take to heart. Join expert Agile guide, Tad Beaty, for a review of the first two seasons of the show. We’ll explore the messages that all leaders should take back to the office to improve engagement and make a better workplace.
  • Agile metrics can be very different from traditional waterfall metrics. This session will walk through some of the key Agile metrics describing how and why they are used. Effective methods in reporting and sharing will also be covered.
  • This training document is a Rego Consulting Quick Reference Guide to assist with management of Custom Investments in Clarity’s Modern User Experience.  The document reviews navigation to a custom investment and then the various tabs related to the management of the investment.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creating Custom Investments in Clarity’s Modern User Experience.  The document reviews creating a Custom Investment Type and creating a Custom Investment Record.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Task management under the Task Tab in Clarity’s Modern User Experience.  Document reviews the three task views available: Timeline view, Board view and Grid view.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the use of the To Dos functionality in Clarity.  It illustrates accessing the To Do list from the Menu and then the functionality of the To Do page.
  • A Quick Reference Guide to assist in the process of converting a Idea into an Investment in Clarity.  Includes information on adding financial and resource data into the new investment.
  • Take your project task information straight from Excel right into CA PPM. Task Name, Start Date, Finish Date and Percent Complete can all be imported or updated directly.  Other fields can be added with a short Rego Consulting engagement.  Installation of the base app requires 10 hours of Rego Consulting engagement time. Since this item requires Rego staff and hours (see special instructions) to install, download items are informational only.  Install files will be utilized by Rego staff.
  • This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan.
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