790 results
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Do you want to add interfaces to your CA PPM instance? This class will review the pros and cons of various integration methods and provide best practice on how to handle various interfaces. We’ll walk you through specific interface examples and showcase Rego’s pre-built interface sets you can leverage to reduce the time and cost of implementation. -
Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity in a more seamless way to improve collaboration and team productivity. -
Do you want to understand the OOTB configuration and functionality of project management? In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks/assignments, IRC, and other related areas. We will cover both classic and new UX highlighting differences. -
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. -
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 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.
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This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers creating and management of these project tools.
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This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Links and Conversations functionality in Clarity’s Modern User Experience. This doc references version 16.1.2 views. -
This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view. -
The Populate Prior Periods Forecast From Actuals in Cost Plans process updates Cost Plans for Active Projects, it updates the Forecast for previous months = Posted Actuals, to remove variances from past periods. This is an On Demand process in Clarity named Populate Prior Periods Forecast From Actuals in Cost Plans and can be manually executed from the Organizer or scheduled through the “Execute a Process” job. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The process is very flexible and supports Cost Plans with any given grouping and it also works without any dependency on timeslices or other jobs. The process fetches Cost plan of records for all active projects in the system that have Actuals transactions in WIP table. It then process those cost plans to update all of the prior monthly forecast periods with the corresponding monthly Actuals. -
Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work and teams and how Agile tools should interface into Clarity.
