RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with the process of entering and submitting timesheets in Clarity’s Modern User Experience.  The document reviews Accessing and Selecting Timesheets, Population of the Timesheet, and Updating Time & Submitting.
  • Are you considering or analyzing PMO value metrics? This class is a working session will cover lessons learned in PMOs, so you can craft guiding metrics, with or without a tool.
  • Horizontal Bar Graph displays total number of projects for each Business Owner/Sponsor for a selected Project Parent Stage (only Project Investments included).  Vertical Axis displays Business Owner name.  Horizontal Axis displays number of projects.  Filter selectable for any Project Parent Stage.  Color coding of bar and legend are synchronized to detail stage under the parent.  Total for each detail stage displays on each segment of the bar.  A mouseover displays a percent of total for each detail stage.
  • Horizontal Bar Graph displays total number of projects for each Business Owner/Sponsor for a selected Project Parent Stage (only Project Investments included).  Vertical Axis displays Business Owner name.  Horizontal Axis displays number of projects.  Filter selectable for any Project Parent Stage.  Color coding of bar and legend are synchronized to detail stage under the parent.  Total for each detail stage displays on each segment of the bar.  A mouseover displays a percent of total for each detail stage.
  • Horizontal Bar Graph displays total number of projects for each Business Owner/Sponsor for a selected Project Parent Stage (only Project Investments included).  Vertical Axis displays Business Owner name.  Horizontal Axis displays number of projects.  Filter selectable for any Project Parent Stage.  Color coding of bar and legend are synchronized to detail stage under the parent.  Total for each detail stage displays on each segment of the bar.  A mouseover displays a percent of total for each detail stage.
  • The Program Costs portlet looks like a cost plan.  It will summarize all cost plans from projects within the program and display the totals.
  • The Program Costs portlet looks like a cost plan.  It will summarize all cost plans from projects within the program and display the totals.
  • The Program Costs portlet looks like a cost plan.  It will summarize all cost plans from projects within the program and display the totals.
  • The Program Dashboard Sub Project Action Items portlet display Action Items of Sub Projects in a Program.  The portlet will pull the "Action Items" from all the sub projects in the Program, and this information is placed on the Dashboard tab. This portlet displays each Project, name of the Action Item as mentioned in the Subject, and the resource who Created this Action Item. Assigned To field will display the resource to whom the Action Item has been Assigned. Due Date mentions the date the Action Item will be completed and the Priority level of the Action Item is a stoplight showing red, yellow and green for the different levels of priority. The table below describes the available columns in the portlet. The first 6 are configured in the default view:
    Column Label Description
    Project Name of the Project
    Subject Defines the name for Action Item
    Created By Resource who created the Action Item
    Assigned To Resource who the Action Item is Assigned to
    Due Date Date the Action Item is due for completion
    Prty Specifies the priority level of the Action Item
    Action Item ID Internal ID used by the query
    Created By ID Internal ID used by the query
    Created Date Date the Action Item was created
    Days Open No. of days the Status of Action Item has remained opened since it was created
    Priority Name Based on high, medium, or low priority with corresponding red, yellow, or green stoplights
    Project DB ID Internal ID used by the query
    Project ID Unique ID of the Project within Clarity
    Project Manager Project Manager
  • The Program Dashboard Sub Project Action Items portlet display Action Items of Sub Projects in a Program.  The portlet will pull the "Action Items" from all the sub projects in the Program, and this information is placed on the Dashboard tab. This portlet displays each Project, name of the Action Item as mentioned in the Subject, and the resource who Created this Action Item. Assigned To field will display the resource to whom the Action Item has been Assigned. Due Date mentions the date the Action Item will be completed and the Priority level of the Action Item is a stoplight showing red, yellow and green for the different levels of priority. The table below describes the available columns in the portlet. The first 6 are configured in the default view:
    Column Label Description
    Project Name of the Project
    Subject Defines the name for Action Item
    Created By Resource who created the Action Item
    Assigned To Resource who the Action Item is Assigned to
    Due Date Date the Action Item is due for completion
    Prty Specifies the priority level of the Action Item
    Action Item ID Internal ID used by the query
    Created By ID Internal ID used by the query
    Created Date Date the Action Item was created
    Days Open No. of days the Status of Action Item has remained opened since it was created
    Priority Name Based on high, medium, or low priority with corresponding red, yellow, or green stoplights
    Project DB ID Internal ID used by the query
    Project ID Unique ID of the Project within Clarity
    Project Manager Project Manager
  • The Program Dashboard Sub Project Action Items portlet display Action Items of Sub Projects in a Program.  The portlet will pull the "Action Items" from all the sub projects in the Program, and this information is placed on the Dashboard tab. This portlet displays each Project, name of the Action Item as mentioned in the Subject, and the resource who Created this Action Item. Assigned To field will display the resource to whom the Action Item has been Assigned. Due Date mentions the date the Action Item will be completed and the Priority level of the Action Item is a stoplight showing red, yellow and green for the different levels of priority. The table below describes the available columns in the portlet. The first 6 are configured in the default view:
    Column Label Description
    Project Name of the Project
    Subject Defines the name for Action Item
    Created By Resource who created the Action Item
    Assigned To Resource who the Action Item is Assigned to
    Due Date Date the Action Item is due for completion
    Prty Specifies the priority level of the Action Item
    Action Item ID Internal ID used by the query
    Created By ID Internal ID used by the query
    Created Date Date the Action Item was created
    Days Open No. of days the Status of Action Item has remained opened since it was created
    Priority Name Based on high, medium, or low priority with corresponding red, yellow, or green stoplights
    Project DB ID Internal ID used by the query
    Project ID Unique ID of the Project within Clarity
    Project Manager Project Manager
  • This is a list of 12 typical maintenance items that should be completed for Clarity on an annual basis.  There is also a short list of items that should be completed periodically depending on client policies.
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