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Part of the Business Transformations collection, this portlet displays planned revenue as defined by a project whose goal is "Grow the business". It uses the Planned Revenue Query as a data provider. This portlet provides a holistic overview of how many projects following the goal “Grow the Business” are Critical/ At Risk / On Track with regard to the planned revenue. -
Pending Actuals report provides the Project Managers a single place to view all the pending actuals on tasks across multiple projects. This report provides graphical representation (bar chart) of pending actual hours by business unit. User can further drill down the details by clicking on particular business unit Managers can use this portlet to analyze the actuals that have been submitted but not posted on tasks. You can further narrow your search by OBS Type & Path. -
Pending Actuals report provides the Project Managers a single place to view all the pending actuals on tasks across multiple projects. User can view only the projects that he has access to. Managers can use this portlet to analyze the actuals that have been submitted but not posted on tasks. You can further narrow your search by OBS Type & Path and Assignment Total. -
The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view. -
The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view.
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The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view.
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The leadership of your organization plays a vital role in the success of your Agile transformation. It is not always known or understood what role and what specific activities and behaviors are needed by leadership. In this session you will gain some guidance on how to appropriately get your senior leaders on board and ensure they are positioned to support the Agile journey in the most effective manner -
This video describes the process review and approve/reject Pending Actuals and ETCs within OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process to baseline a project using OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process to Autoschedule a project using OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process either a Start or Finish date on a project in OWB. The date (start or finish) will determine the point from which all tasks in the project are then scheduled. The video is available in both .m4v and .wmv formats. -
This video describes the process of transferring assignments from one resource to another resource of the same type (e.g., labor to labor, equipment to equipment) using the Transfer Assignments Wizard in OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process to assign resources to tasks within OWB. The video is available in both .m4v and .wmv formats. -
This video describes how to create and work with task dependencies within Open WorkBench. The video is available in both .m4v and .wmv formats. -
This video describes the process of creating new tasks and working with the Work Breakdown Structure (WBS) within Open WorkBench. The video is available in both .m4v and .wmv formats. -
This video provides an overview of utilizing the various views available within Open WorkBench. The video is available in both .m4v and .wmv formats. -
Looking for more value in Open Workbench? Learn tricks to decrease the time you spend on project management, as well as best practices around plans, baselines, and dependencies. -
A Rego training deck that walks through the various aspects of Open Workbench and offers tips and trick on using the tool to manage projects in sync with Clarity. Covers: Opening a plan, Multiple Staffing, Preference Options, Quick Access Toolbar, Quick Search and Quick Filter, Views and Filters, Copying Plans, Work Breakdown Structure, Dependencies, Assignments, Autoschedule, Baselining and Plan Closure. -
Course Description: Does your company have Office 365, but you’re not sure what it can do for you? This session will cover what Office 365 is, including insights into how Office 365 can help your teams work faster and smarter. -
A presentation slide deck from Rego University 2022. Broadcom’s presentation on OKRs in an Agile environment.- What are OKRs? Why are they important?
- Why ValueOps for OKRs?
- How do we do this?
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Nudge is a new tool developed by Rego to capture team sentiment in an anonymous, unobtrusive way, using micro surveys through MS Teams. -
A review of how Northern Trust integrates financial systems with Clarity PPM bilaterally, providing the Finance organization crucial information, and NT Project Managers with a birds-eye view of project financials. Utilizing the Rego Data Extractor and the Rego Data Processor, these information exchanges help Portfolio and Project Managers eliminate their manual and redundant efforts, solidify their overall data accuracy, and dramatically improve the content provided to their Execs for decision-making. -
A review of how Northern Trust integrates financial systems with Clarity PPM bilaterally, providing the Finance organization crucial information, and NT Project Managers with a birds-eye view of project financials. Utilizing the Rego Data Extractor and the Rego Data Processor, these information exchanges help Portfolio and Project Managers eliminate their manual and redundant efforts, solidify their overall data accuracy, and dramatically improve the content provided to their Execs for decision-making. -
Are you on an older version of CA PPM? Do you want to understand the value of the new features and functions in recent versions? Have you seen the new UX and do you wonder when is the right time to move over? This class is a demonstration of the new UX, new features in both classic and new UX, and the value of these features for customers.
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