RegoXchange
  • Course Description:  How mature is your PMO? Where do you go from here? This class is a working session, which includes an exercise to assess how far you’ve come and help direct your course.
  • Course Description:   In the new bimodal IT environment, does your organization lack insights into what Agile work is being done and what value is being delivered? Learn how Apptio Agile Insights merges data from multiple Agile tools, including Clarity PPM, to bring together a total picture of the value IT is delivering.
  • Course Description:   Have you considered using Rally Software® in conjunction with Clarity PPM? Have you seen or heard about the OOTB connector? This class will go through the OOTB connector in detail and show how Rego has built addons to enhance the connectivity between these two tools.
  • PMOs/EPMOs are feeling some pressure from Agile disruptors in their organizations. Some Agile purists insist that they can do everything with an Agile tool and no PMO governance, but this really isn’t the case. If you belong to a PMO or EPMO, this session will help you to better collaborate with your Agile counterparts in finding better and more holistic solutions to value delivery. Tips on how to use Agile principles in your talking points will also be shared.
  • Broadcom’s Laureen Knudsen and Noël Rodriguez discuss the current and evolving state of the PMO.
  • This portlet displays the % allocation of resources to projects. The portlet shows if the resource is allocated to the projects as an individual resource or as part of an Agile team, in which case it will display the resource % allocation to the team and what that will represent in terms of % allocation to the project. The Total Allocation % display the allocation of the resource to all investments is allocated to. Remaining Capacity and Over/Under columns will help identify the resources that still have availability and the ones that are over allocated.
  • The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task.  This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
    Column Label Description
    Timesheet Period Start Range of time periods to display filtered by start date
    Timesheet Period Finish Range of time periods to display filtered by finish date
    Resource Resource(s) to display
    Type Note on a timesheet or time entry (task specific)
  • The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task.  This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
    Column Label Description
    Timesheet Period Start Range of time periods to display filtered by start date
    Timesheet Period Finish Range of time periods to display filtered by finish date
    Resource Resource(s) to display
    Type Note on a timesheet or time entry (task specific)
  • The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task.  This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.
    Column Label Description
    Timesheet Period Start Range of time periods to display filtered by start date
    Timesheet Period Finish Range of time periods to display filtered by finish date
    Resource Resource(s) to display
    Type Note on a timesheet or time entry (task specific)
  • This portlet displays the monthly allocation per resource. The PM can view by the RM or the resource to get the data for monthly resource allocations. The table below describes the available filter fields in the portlet.
    Column Label Description
    Work Effort Manager Manager of the Investment the Work Effort is on
    Work Effort Active Active status of the Investment the Work Effort is on
    Resource Resource’s Name
    Internal Resource ID Resource’s ID
    Zero Allocation Show Allocations that equal zero
    Open for Time Entry Is the Resource Open for Time Entry
    Resource Active Resource’s Active status
    Role Resource’s Primary Role
    OBS Unit Resource’s OBS
    Start Allocation Start Time to filter by
    End Allocation Finish time to filter by
       
  • This is a graphic portlet that pulls the average schedule variance by OBS node of the project.  The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:
    1. OBS Type
    2. If the project is financially approved?
    3. Financial Status
  • This is a graphic portlet that pulls the average schedule variance by OBS node of the project.  The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:
    1. OBS Type
    2. If the project is financially approved?
    3. Financial Status
  • The Project Dependencies portlet displays all projects and their associated dependencies that the logged in user has rights to.  This can assist in scheduling and visualizing the breakout of dependencies. The table below describes the available columns in the portlet.
    Column Label Description
    Project ID ID of the project
    Project Name Name of the project
    Type Relationship to above project, Parent Project (P) or Sub Project (S)
    Manager Manager of the project
    Start Start Date of the project
    Finish Finish Date of the project
    Gantt Visualization of project timelines
    Sort Column Used to order the columns for proper display of the portlet
    dimkey Internal code used by the query
    Inv_hlth_int Internal code used by the query
    Link_dbid Internal code used by the query
    link_toggle Internal code used by the query
    rel_active Internal code used by the query
    rel_dbid Internal code used by the query
    rel_mgr_dbid Internal code used by the query
    rel_sort Internal code used by the query
       
  • The Project Dependencies portlet displays all projects and their associated dependencies that the logged in user has rights to.  This can assist in scheduling and visualizing the breakout of dependencies. The table below describes the available columns in the portlet.
    Column Label Description
    Project ID ID of the project
    Project Name Name of the project
    Type Relationship to above project, Parent Project (P) or Sub Project (S)
    Manager Manager of the project
    Start Start Date of the project
    Finish Finish Date of the project
    Gantt Visualization of project timelines
    Sort Column Used to order the columns for proper display of the portlet
    dimkey Internal code used by the query
    Inv_hlth_int Internal code used by the query
    Link_dbid Internal code used by the query
    link_toggle Internal code used by the query
    rel_active Internal code used by the query
    rel_dbid Internal code used by the query
    rel_mgr_dbid Internal code used by the query
    rel_sort Internal code used by the query
       
  • The Project Dependencies portlet displays all projects and their associated dependencies that the logged in user has rights to.  This can assist in scheduling and visualizing the breakout of dependencies. The table below describes the available columns in the portlet.
    Column Label Description
    Project ID ID of the project
    Project Name Name of the project
    Type Relationship to above project, Parent Project (P) or Sub Project (S)
    Manager Manager of the project
    Start Start Date of the project
    Finish Finish Date of the project
    Gantt Visualization of project timelines
    Sort Column Used to order the columns for proper display of the portlet
    dimkey Internal code used by the query
    Inv_hlth_int Internal code used by the query
    Link_dbid Internal code used by the query
    link_toggle Internal code used by the query
    rel_active Internal code used by the query
    rel_dbid Internal code used by the query
    rel_mgr_dbid Internal code used by the query
    rel_sort Internal code used by the query
       
  • Bar Chart displays average percent variance for all active projects by OBS unit.  Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100.  Projects with no Budgeted Cost are ignored for the calculation.  Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance.  This yields the Average Percent Variance.  This calculation is performed for active projects in each OBS unit.  OBS units include all units at all levels where projects are attached.  Portlet filterable by OBS, Financial Status, and Financially Approved.  Vertical axis = OBS Unit Name.  Horizontal axis = Variance Percent.  Data value = Average Percent Variance.  Mouseover value = OBS Name + Average Variance Percent.
  • Bar Chart displays average percent variance for all active projects by OBS unit.  Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100.  Projects with no Budgeted Cost are ignored for the calculation.  Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance.  This yields the Average Percent Variance.  This calculation is performed for active projects in each OBS unit.  OBS units include all units at all levels where projects are attached.  Portlet filterable by OBS, Financial Status, and Financially Approved.  Vertical axis = OBS Unit Name.  Horizontal axis = Variance Percent.  Data value = Average Percent Variance.  Mouseover value = OBS Name + Average Variance Percent.
  • Bar Chart displays average percent variance for all active projects by OBS unit.  Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100.  Projects with no Budgeted Cost are ignored for the calculation.  Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance.  This yields the Average Percent Variance.  This calculation is performed for active projects in each OBS unit.  OBS units include all units at all levels where projects are attached.  Portlet filterable by OBS, Financial Status, and Financially Approved.  Vertical axis = OBS Unit Name.  Horizontal axis = Variance Percent.  Data value = Average Percent Variance.  Mouseover value = OBS Name + Average Variance Percent.
  • Pie Chart Portlet displays counts of active projects with various Stale ratings. Calculation is Percent Stale Tasks = number of open (not completed) tasks with a finish date over 15 days old, divided by total open tasks.  Filterable by OBS structure and project manager.  Data label = project count.  Mouse-over and Legend labels = stale rating.  More than 90% Stale means 90 to 100% of open tasks on a project have finish dates older than 15 days.  More than 71% Stale means 71 to 89% of open tasks on a project have finish dates older than 15 days.  0 - 70% Stale means fewer than 70% of open tasks on a project have finish dates older than 15 days.
  • Pie Chart Portlet displays counts of active projects with various Stale ratings. Calculation is Percent Stale Tasks = number of open (not completed) tasks with a finish date over 15 days old, divided by total open tasks.  Filterable by OBS structure and project manager.  Data label = project count.  Mouse-over and Legend labels = stale rating.  More than 90% Stale means 90 to 100% of open tasks on a project have finish dates older than 15 days.  More than 71% Stale means 71 to 89% of open tasks on a project have finish dates older than 15 days.  0 - 70% Stale means fewer than 70% of open tasks on a project have finish dates older than 15 days.
  • The Milestone Task Dependency portlet shows the milestone task dependency count and has a drilldown to the details. The portlet looks at the dependency impact on milestones, and is not limited to just dependencies that are on different projects. The lag days calculation is based off of the maximum dependency impact and the drilldown portlet (Milestone Task Dependency Details :::: rego_milestone_dependency_det)shows the details for each.
  • Part of the Business Transformation collection, this bar-chart portlet displays investments and (if exists) any child investments, which are at risk with regard to the schedule of the investments.
  • Part of the Business Transformation collection, this bar-chart portlet displays number of investments per stage. This provides a holistic overview of where the projects are within the organization.
  • Part of the Business Transformation collection, this bar-chart portlet displays number of investments per stage. This provides a holistic overview of where the projects are within the organization.
  • Funnel Chart displays aggregated counts of Ideas by “Idea Progress”, a custom attribute.  Chart shows Idea Progress names in legend, and count total is available as a mouse-over.  No filters available on this portlet.
  • This portlet displays the projects by Stage in a pie chart. Every piece of the pie chart represents a stage of the Project Management methodology applied. The portlet also shows the number of projects on each stage. The legend displays all the different project stages appearing on the portlet. This portlet can be filtered to show only projects from a particular OBS unit or for a particular Project Manager.
  • This portlet displays the projects by Stage in a pie chart. Every piece of the pie chart represents a stage of the Project Management methodology applied. The portlet also shows the number of projects on each stage. The legend displays all the different project stages appearing on the portlet. This portlet can be filtered to show only projects from a particular OBS unit or for a particular Project Manager.
  • This portlet shows the variance between the schedule finish and baseline finish for projects. The portlet also displays the schedule variance: {(Finish-Start) – (Baseline Finish-Baseline Start)}.
  • This portlet shows the variance between the schedule finish and baseline finish for projects. The portlet also displays the schedule variance: {(Finish-Start) – (Baseline Finish-Baseline Start)}.
  • This portlet shows the variance between the schedule finish and baseline finish for projects. The portlet also displays the schedule variance: {(Finish-Start) – (Baseline Finish-Baseline Start)}.
  • This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs.
  • This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs.
  • This grid displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project.
  • This grid displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project.
  • This grid displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project.
  • This process grants Project Management instance rights to all of the project team members within the program hierarchy.  Allows users to view management properties, roster and key tasks of the project.  This also allows user view access to the project in Microsoft Project.
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