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This portlet displays Actual Time by Project over a span of time. It supports Annual, Quarterly, Monthly, and Weekly time periods. The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type. -
This portlet displays Actual Time by Project over a span of time. It supports Annual, Quarterly, Monthly, and Weekly time periods. The time span displayed is controlled by a filter field for the Start Date (of the time span) and by a filter field for the Number of Time Periods to be displayed. There are also filters for Project name, Project Manager, and Project Type.
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Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit. -
Part of the Business Transformation Content collection, this bar chart portlet displays count of ideas per business unit. This provides a holistic view of the idea pipe-line in an organization providing them a high-level of ideas converted, approved, unapproved per business unit.
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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.
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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.
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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 -
Out of the box, there is no way to export or report on the Modern UX Roadmap Grid view. This report allows the end user to select one or more roadmaps and provides an exportable view of several OOTB fields from those roadmaps. When exported to and open in excel, the first tab will display a combined view of all selected Roadmaps, one row for every Roadmap Item, and additional tabs will display Roadmap-specific views. Custom attributes may be added to the report by your developers. -
The Rego Estimation Module Provides a more accurate estimate earlier in the idea/project lifecycle.- Is applied consistently so it can be improved.
- Retains the data in Clarity to enable analysis.
- Provides ongoing feedback by comparing estimates to current EAC.
- Provides historical record of estimating for projects overall as well as change requests.
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The Revenue Forecast portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display -
The Revenue Forecast portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display -
Part of the Business Transformation collection, this grid portlet displays idea details for all ideas (active and inactive) and all status conditions. This is an editable portlet based on the Ideas data provider. Filterable by OBS structure, Active/Inactive, and Status. -
Part of the Business Transformation collection, this grid portlet displays idea details for all ideas (active and inactive) and all status conditions. This is an editable portlet based on the Ideas data provider. Filterable by OBS structure, Active/Inactive, and Status.
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This grid portlet to show projects with finish or start date of project more than 20 years in future or past. The portlet automatically displays results when accessed. The user can apply filters to fetch the desired information. -
An HTML portlet that displays two buttons that link the user instantly to an object create page. The portlet comes with two buttons and the buttons can be modified to link to any creation page. Administrator can choose: Project, Idea, Application, Program, etc. -
The Incident Trending portlet all opened and closed incidents within a certain time frame. This portlet will show trends in incidents over previous months and allows for analysis of as to the root cause in a spike of incidents. The information may be filtered by date range, urgency and priority. -
The Incident Trending portlet all opened and closed incidents within a certain time frame. This portlet will show trends in incidents over previous months and allows for analysis of as to the root cause in a spike of incidents. The information may be filtered by date range, urgency and priority.
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This training document is a Rego Consulting Quick Reference Guide to assist with Task Assignments in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on how to use the Assignments tab to add resources to tasks, tips on how to group resource data, updating ETC values and Per-Period Metrics. -
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 16.0.3 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of the My Workspace area within Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document reviews Checklists, Smartlists and To Do’s. -
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 16.0.2 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Staffing Plan in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides information on how to swap between views to see investments by resource or resources by investment. Instructions on filtering are provided, as well as detail on how to update the unit of measure between FTE (Full Time Equivalent) and Hours. Tips are provided on how to expand the list of investments within each view and how to view the properties for the allocations. A Legend is also documented to provide information on each of the icons that are displayed on this page. -
Pie Chart displays projects by Baseline Finish Variance—is current project finish beyond baseline finish; or is current project finish on or before baseline finish. Filterable by OBS structure and Finish Date range. Data labels show percent within baseline vs percent outside baseline. Mouse-over shows Within or Outside label and percent of total projects. Legend shows color coded Within Baseline and Outside Baseline labels. Drilldown: Clicking on a pie slice yields a grid portlet of projects either Within or Outside Baseline. -
Ideas by Department report is a pie chart that displays count of ideas by department. Mouse over on the pie chart displays idea count for that department. You can further narrow your search by OBS Type & Path , Idea Status, Idea Start Date and Is Idea Active?. -
Project Cost within Budget report displays count of projects that are within or exceeding budget in the form of a pie chart. This report provides management a graphical representation of cost status on all projects. Mouse over on the pie chart displays count of projects for that category. You can further narrow your search by OBS Type & Path, Project Manager, Project Status, Project Stage, Program Name, Is project Active? And Is Template?. -
** No Download - Do not Add to Cart ** As the world’s largest advanced wastewater treatment plant operator, DC Water depends on a well-designed and comprehensive Project Management Office (PMO) to ensure that its 2.1 million customers have safe drinking water. In this webinar, you'll learn how DC Water joined with Rego to construct an award-winning, metrics-based PMO using Rego’s Clarity innovations. You’ll learn how their partnership resulted in a PMO that: - Drives effective Demand and Portfolio Management for IT projects and programs - Fosters real-time communication between Clarity and Microsoft 365 to keep DC Water’s Management team and Project Management community informed - Allows the IT PMO to measure progress on objectives through metrics ** No Download ** follow this link to sign up to view the recorded webinar - http://info.regoconsulting.com/how-dc-water-partnered-with-rego-march-2021 -
The Allow PM to Give Certain Rights modification allows the project manager to delegate rights (chosen by the administrator on the PM Rights object) on his or her projects. This modification eliminates the need for project managers to request additional rights through the PMO/management and simplifies the entire process for everyone involved. The system administrator is able to customize the PM Rights object to pick which rights should be granted to users by the process. The process begins when a change is made on the newly created “Grant / Revoke” field on the project object. The process will then grant or revoke (depending on what option is selected) any rights listed in the PM Rights object to the user in the “Assign PM Rights” field on the project object. -
All Issues report provides the Project Managers a single place to view all the Issues across multiple projects. User can view only the projects that he has access to. This report provides Issue information such as ID, Name, Category, Assigned To, Status, Priority, Target Resolution Date and Days Open ( # of days Issue is open ) User can further narrow their search by OBS Type & Path, Issue Name, Project Name, Project ID, Is Project Active?, Issue Owner, Issue Status, Issue Target Resolution Date, Issue Category and Issue Priority. -
Capacity Graph report provides the Resource Managers & PMO a single place to view Monthly Availability, Allocations, Actuals and Assignments for one or more active resources. Information is displayed in the form of a line chart. Legend displays the color associated with each metric. Mouse over the line chart displays hours associated with that corresponding metric. This report provides Managers a simple means to analyze: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability and helps in determining the areas of improvement. User can further narrow their search by OBS Type & Path, Month Start Date, Resource Name, Resource Manager, Primary Role & Employment Type. -
Course description: “Did you implement tool functionality without best practice processes? This class will review some of the critical business processes that we recommend organizations put in place before implementing a PPM tool. We will provide tips and tricks on defining process frameworks while leveraging tools for successful enablement.” Download file is the presentation slide deck.
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