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The Global Action Items portlet will help users and clarity admins to keep track of action items in the CA PPM system. This is useful to keep track of Timesheet Approval through Action Item or any other Action Item related workflows. The portlet displays Name, Type Assignee, Created by, Due Date, Health and Status of the Action Items as default columns. The portlet provides Project, Project Manager, Project OBS, Assignee, Status and Due Dates of the Action Items as default filters. -
The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types. It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources). -
The Dashboard: Project Information portlet gives a set of high-level information about the project. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. The portlet displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish. -
Rally Software introduction including high level feature and functionality for Agile and portfolio planning and tracking, analytics and reporting, and overall benefits of Rally in the marketplace along with a product demo. -
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. -
Learn about the various techniques and emerging methods companies are taking to capitalize Agile work. You'll learn how some companies are moving away from timesheets and using models based on story points and team rates to generate capitalization reporting. -
This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience. This doc references version 16.1 views. Document references the Tasks and To Do’s menu items and their associated widgets. -
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
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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)
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.
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