RegoXchange
  • London Stock Exchange shares their Clarity journey (since 2008) and where they want to take the tool next. Current goals are: • Moving toward standardized ways of working. Focused on connecting our ecosystem of tools with Clarity as a focal point for Portfolio Management and SPM. • With an end goal of Faster Time to Market, on a journey to be a Customer Lead organization.
  • 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.
  • This portlet shows the project costs by Month. The information displayed includes:
    • Start Date for project
    • End Date for project
    • Budgeted Cost
    • Planned Cost
    • Actual Hours
    This provides the PM with a one shot view of the total financials/actuals for the project. The Project name field is linked to the project properties page. In case of any adjustments, the PM can toggle b/w the portlet and the project with ease.  The user can filter on multiple projects, or projects by OBS, or by PMs, to view the data on the portlet.
  • Projects by Stage and Manager report is a stacked bar chart that displays percentage of projects associated with project manager at a particular stage. Legend displays colors used to represent various Project Stages. This report provides to PMO a quick snapshot of where certain projects are sitting with each Project Manager. You can further narrow your search by Project Manager, Project Name, Is Project Active? , Is Template? And Is Program?
  • The Rego Estimation Module Provides a more accurate estimate earlier in the idea/project lifecycle.
    • Is applied consistently so it can be improved.
    • Retains the data in Clarity to enable analysis.
    • Provides ongoing feedback by comparing estimates to current EAC.
    • Provides historical record of estimating for projects overall as well as change requests.
  • 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 training document is a Rego Consulting Quick Reference Guide to assist with utilization of the Staffing page in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document provides detail on the layout and capabilities of the Staff Grid as well as the Allocations Timeline. Information is provided on columns, widgets and filtering. Instructions are provided on how to save Views. Summary information is provided on the layout of the Allocation Timeline and includes detail on the Investment Timeline and the Resource Histogram. Investment Timeline summary contains information on the Allocations by Investments and the Allocations by Resources tabs. While the Resource Histogram section provides screenshots on Resource Availability and Resources by Role.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the adding of resources to the Staff tab for Ideas in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics.
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