RegoXchange
  • A process creating a new Cost Plan. Cost Plan properties:
    Name Cost Plan created on: yyyy/mm/dd hh:mm:ss
    Grouping attributes Charge Code, Transaction Type
    Start Period The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals
    Finish Period The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6
    Period Type Monthly
    Plan of Record True
    Planned Cost For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table)
    Pre-conditions:
    • the Project must be financially enabled.
    • if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
    • if the Allocation changes, allow the timeslice job to finish before running the process.
    • the Project should have the Charge Code set.
  • Discount Tire shares their Project Prioritization Model. It’s based on the Analytic Hierarchy Process (AHP) created in the 1970’s. It breaks down decisions into a hierarchal structure and combines both objectivity and subjectivity into a standard numerical scale.
  • This training document is a Rego Consulting Quick Reference Guide to assist in the replacement of roles with named resources in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document provides detail on soft bookings, default allocation and requested manager. Instructions are provided on how to access requests from the Staffing Plan view and how to swap the role for a named resource. If requests are not fulfilled in their entirety, details are provided on how the excess allocation is handled.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics.
  • This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience.  This doc references version 16.2.1 views.  Doc reviews the Menu Bar and User Tool Bar.
  • Traditional project management isn’t dead, but it is heavily influenced by Agile teams and thinking. This course looks at ways you can help bring together disparate delivery units across the enterprise.
  • 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 managing Task Assignments in Clarity’s Modern User Experience.  The document covers creating new assignments and updating ETC.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the process of staffing a Team in Clarity’s Modern User Experience.  The document starts with a review of common terms, then setting default allocation, Allocation vs ETC, and then the Staffing Tab.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the adding of URL links and use of the conversation functionality in Clarity’s Modern User Experience.
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