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The Rego: Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job. The process takes the primary skill that is on the resource object and moves it to all of that resource's team records where the primary skill on the team record is null. Utilizing these fields and process provide a quick way to determine what skill each resource is bringing to the project. This process makes the transition seamless from resource primary skill to team primary skill. -
A presentation slide deck from Rego University 2022. This document reviews the principles of Scaled Agile Framework.- Understanding Agile, Scrum, and Kanban
- The Limits of Team Agile
- Scaling Agile
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A presentation slide deck from Rego University 2022. Broadcom’s presentation on organizing an Agile Enterprise.- Prepare your renovation plan
- Assess and update your systems
- Finish the interior
- Finish the exterior (and preparing for bad weather)
- Final inspection
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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 16.1 views. Document reviews Checklists, Smartlists and To Do’s. -
This training document is a Rego Consulting Quick Reference Guide to assist with Project creations in Clarity’s Modern User Experience. This doc references version 16.1 views. Doc covers create project from project page, create project via the New from Template button, selection of template and project creation from the project tile view. -
The Dashboard: Open Issues portlet gives an overview of all issues that are not closed or resolved for a single 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 sorts the issues first by priority and then by target date. It displays the name, target date, owner, status and priority. -
The Dashboard: Open Milestones portlet gives an overview of all milestones that are started or not started for a single 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 milestones are sorted by Due Date. It displays the name, Due Date, Baseline Date, Days Late (Due Date – Baseline Date), and Days Old (Current Date – Due Date). -
The Dashboard: Open Risks portlet gives an overview of all risks that are not closed or resolved for a single 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 sorts the risks first by priority and then by target date. It displays the name, owner, target date, probability impact, and priority. -
The Dashboard: Phase Gantt portlet gives an overview of all WBS level 1 tasks or milestones for a single 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, and a graphical representation of the timeline for the phases. The date range may be configured by day, month, year, or quarter. The start date may also be configured to any date or a relative date (start of current month, start of next year, etc). -
The Dashboard: Phase Gantt portlet gives an overview of all WBS level 1 tasks or milestones for a single 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, and a graphical representation of the timeline for the phases. The date range may be configured by day, month, year, or quarter. The start date may also be configured to any date or a relative date (start of current month, start of next year, etc).
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The Missing Time by PM portlet displays all missing or late timesheets for resources staffed on a project where the logged in user is the project manager. Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Project managers may use this portlet to determine the timesheet status of resources staffed on their projects. You may narrow the results by filtering by resource manager, period start, resource name, or status. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet. -
The Missing Time by PM portlet displays all missing or late timesheets for resources staffed on a project where the logged in user is the project manager. Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Project managers may use this portlet to determine the timesheet status of resources staffed on their projects. You may narrow the results by filtering by resource manager, period start, resource name, or status. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet.
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