RegoXchange
  • A presentation slide deck from Rego University 2022.   The course discusses factors that differentiate Requirements.
    • Introduction (What & Why)
    • Definition & Uses of Requirements
    • The Challenges in Requirements in Software
    • Revisit the Agile Taxonomy
    • The Transition from Traditional to Agile
    • Rethink the Agile Portfolio
    • Guidelines and Characteristic of Taxonomy
  • This portlet displays the actual hours resources entered against investments. The per-period actual hours can be showed in days, weeks, months, quarters, or years. The data can be filtered by Resource, Resource Manager, OBS Unit, Investment and time period
  • The Allocation Compliance by Person (Project Manager) portlet gives a view of resource allocation compliance for active resources on the team of an investment the logged in user is the manager for.  It allows the PM to see resources on their project over the coming months and whether they are over or under allocated.   This portlet leverages the daily allocation and daily availability slices as well as only active investments.  The portlet provides filters for specific dates, filtering by resource ID, and resource name may also be added.
  • The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:
    • PMs may have several critical tasks that were supposed to start on a certain date.  To verify progress, they filter for that start date to perform a review of the tasks.
    • PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
    • PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)
    The table below describes the available columns in the portlet. The first 10 are configured in the default view:
    Column Label Description
    Project ID Unique project identifier
    Project Name Name of the project
    Project Manager Manager of the project
    Task Name Name of the task
    Task Status Not Started, Started, or Completed
    Task Start Start Date of this task
    Task Finish Finish Date of this task
  • The All Status Reports portlet displays any published Status Report related to a project or across multiple projects. The filter then allows the user to narrow their search by Project Manager, Project, Status or Overall Status Category (overall, cost & effort, scope or schedule).  The user may also select if they wish to view only current Status Reports, or to include historical reports as well. The portlet provides the project manager a single place to view all of the status reports without having to go into each project individually, and allows for more efficient management and reporting across projects. Note: Only the projects that the user has view rights to will show up in the list.
  • The All Issues portlet displays all Issues related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view issues across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The filter then allows the user to narrow their search by Issue ID, Issue Name, Project ID, Project Name, the individual to whom the issue is assigned, and Issue Status. You may also narrow the view to display issues with a target resolution date within a certain date range, or Issues associated with a particular Category or OBS unit. Note: Only the projects that the user has viewer rights to will show up in the list.
  • The All Change Request portlet displays all change requests related to active projects that the logged in user has view rights to.   The portlet provides the project manager a single place to view change requests across multiple projects without having to go into each project individually and allows for more efficient management and reporting across projects. The filter allows the user to narrow their search by date ranges, resources involved, and/or the project with which the Change Request is associated. Other alternatives for filtering include the category, priority or status of the Change Request. In the list view, a status is displayed for each Change Request (CR), along with the Project with which the CR is associated, the CR ID, the CR name, the resource to whom the CR is assigned, Priority, Expected Closure Date, and number of days the CR has remained open. Note: Only the projects that the user has viewer rights to will show up in the list.
  • Want to boost Clarity adoption and data quality, all while having fun and keeping users engaged? Learn how gamification can benefit your organization in this exclusive demo. Check out features that reward users for desired behaviors, enable personalization, and offer fun ways to track project health through the animated world of Planimals.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc reviews setting Ideas as Approved and converting Ideas to projects.
  • Without good data, your digital transformation won’t succeed. This session talks about generating and understanding value stream metrics, including how investments and teams are performing.
  • With only 15% of companies successfully transforming digitally, it’s time for the PMO to take charge. This session talks about how the PMO effectively can support the digital transformation within the enterprise by reimagine its traditional charter
  • Monthly Actuals -User View is a standard calendar view of actuals posted by logged in user on each day of the selected month. Actuals also includes timesheets that haven’t been submitted/posted yet. Actual hours on the report are tied to user's availability i.e. when user has 0 availability (Saturday/Sunday/Holiday) then actuals are greyed out.
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