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This training document is a Rego Consulting Quick Reference Guide to assist with creating a new project in Clarity’s Modern User Experience. The document reviews this both in the Project Page and in the Project Tiles locations. -
A Quick Reference Guide to assist in creating and editing Project Baselines in Clarity Classic with the Phoenix theme. -
Projects may need additional tasks from pre-existing templates for ease of use. When adding the tasks to the project, select any part of the template needed for your project. In this Quick Reference Guide, a project has already been created. -
This is workflow that allows you to copy documents from one item to another. This can be altered to move documents from any place they are stored to another. In this particular instance, the focus is on moving documents from one risk to another. When creating a risk that you want to copy from, utilize the attachments section of the page and the associated lookup. The lookup is filtered to only show those risks that already have documents associated with them. Upon clicking the save button, a process runs in the background to copy the requested documents from the requested risk to this newly created risk. -
This is workflow that allows you to copy documents from one item to another. This can be altered to move documents from any place they are stored to another. In this particular instance, the focus is on moving documents from one risk to another. When creating a risk that you want to copy from, utilize the attachments section of the page and the associated lookup. The lookup is filtered to only show those risks that already have documents associated with them. Upon clicking the save button, a process runs in the background to copy the requested documents from the requested risk to this newly created risk.
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This is workflow that allows you to copy documents from one item to another. This can be altered to move documents from any place they are stored to another. In this particular instance, the focus is on moving documents from one risk to another. When creating a risk that you want to copy from, utilize the attachments section of the page and the associated lookup. The lookup is filtered to only show those risks that already have documents associated with them. Upon clicking the save button, a process runs in the background to copy the requested documents from the requested risk to this newly created risk.
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Broadcom recently introduced “Cooking with Clarity” a step-by-step guide to deploying and configuring Clarity. This session focuses on how to integrate Clarity and Rally. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of converting an idea to a project in Clarity’s Modern User Experience. -
The Convert Incident to Task workflow process allows users to quickly create tasks from incidents without the need to input the information twice. It utilizes a newly added checkbox and project fields on the incident object. The user will need to select the project that he or she wants the task added to using the “Project” field on the incident object. Next, the “Convert to Task” checkbox will kick off the process. Once ticked, the process will perform the necessary actions to create a task on the specified project. -
The Convert Incident to Task workflow process allows users to quickly create tasks from incidents without the need to input the information twice. It utilizes a newly added checkbox and project fields on the incident object. The user will need to select the project that he or she wants the task added to using the “Project” field on the incident object. Next, the “Convert to Task” checkbox will kick off the process. Once ticked, the process will perform the necessary actions to create a task on the specified project.
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The Convert Incident to Task workflow process allows users to quickly create tasks from incidents without the need to input the information twice. It utilizes a newly added checkbox and project fields on the incident object. The user will need to select the project that he or she wants the task added to using the “Project” field on the incident object. Next, the “Convert to Task” checkbox will kick off the process. Once ticked, the process will perform the necessary actions to create a task on the specified project.
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A Quick Reference Guide to assist in the process of converting a Idea into an Investment in Clarity. Includes information on adding financial and resource data into the new investment. -
It is quite common for Rally and Jira to coexist. However, connecting them effectively enhances the value stream for development teams and product owners. Learn what is available to make this happen along with some typical design patterns. -
It is quite common for Rally and Jira to coexist. However, connecting them effectively enhances the value stream for development teams and product owners. Learn what is available to make this happen along with some typical design patterns. -
A Quick Reference Card to assist as you configure the Task List under the Task Tab on the project. You have the option to remove or add fields to the Task List. -
This training document is a Rego Consulting Quick Reference Guide to assist with use of the Common Grid. You can find the grid throughout the application to manage projects, tasks, roadmaps, ideas, and timesheets to name a few. The QRG reviews View Options, Column Adjustments, the Details Panel and more. -
This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI à Collaboration tab or via the New UX Documents module. Clicking on the File Name downloads the file, clicking on the Options gear allows users to export the list to Excel. -
A presentation slide deck from Rego University 2022. Presentations by Erie Insurance, University of California, San Francisco, and The Hershey Company. -
Have you considered using Rally in conjunction with Clarity? 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 our ad-on to enhance the connectivity between these two tools. -
Have you considered using Rally in conjunction with Clarity? 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 our ad-on to enhance the connectivity between these two tools. -
Do you want to improve the success of your CA PPM projects? This class will discuss some lessons learned on making CA PPM projects more successful. We will discuss things like- developing robust test plans, creating effective use and test cases, and implementing test scripts that make sense.
- why failures occur, and what you can do to minimize the impact and plan for success: case study in lessons learned.
- developing, testing, fine tuning, and executing deployment plans for success.
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Clarity has the flexibility to manage your project throughout the project life cycle, adapting to changes, risks and issues proactively to minimize the impact to the project constraints. NOTE: The tabs displayed on a project are defined by the blueprint. Different projects may be on different blueprints, and therefore may have fewer, more or tabs in a different order. -
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. -
Course Description: Are you struggling to implement Agile tools at your organization alongside Clarity PPM? This class will review best practices for implementing Agile tools in conjunction with Clarity PPM while living in a bimodal world. We will discuss how Clarity PPM can govern both types of work and teams and how Agile tools should interface with Clarity PPM. -
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. -
Leverage a Kanban or Sprint approach to manage Clarity Implementation and ongoing improvements. List also serves as a history of configuration changes, reasons, and deployment dates. -
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. -
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. -
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. -
Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned. We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless. -
Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned. We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless. -
No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool. We will show some neat case studies on quick Excel integrations deployed at customers. -
No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool. We will show some neat case studies on quick Excel integrations deployed at customers. -
A presentation slide deck from Rego University 2022. This document reviews the model for using Clarity and an Agile tool in a Bi-Modal fashion to improve data and reporting.- Agile Journey
- Bi-Modal – what is it really and why is it important?
- Value of getting everything together: Planning to Execution
- How to Integrate
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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. -
Capacity Graph report displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. Report contains the following components: KPIs: Displays Available hours, Allocation + ETC for filtered criteria. Bar graph: Displays Allocation + ETC by primary role Line chart: Displays Availability, Allocations, Actuals and Assignments by time period. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyze: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. User can further narrow their search by OBS Type & Path, Resource Manager, Primary Role, Start and End Date.
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