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The Incident Trending portlet all opened and closed incidents within a certain time frame. This portlet will show trends in incidents over previous months and allows for analysis of as to the root cause in a spike of incidents. The information may be filtered by date range, urgency and priority. -
The Incident Trending portlet all opened and closed incidents within a certain time frame. This portlet will show trends in incidents over previous months and allows for analysis of as to the root cause in a spike of incidents. The information may be filtered by date range, urgency and priority.
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This training document is a Rego Consulting Quick Reference Guide to assist with Task Assignments in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides detail on how to use the Assignments tab to add resources to tasks, tips on how to group resource data, updating ETC values and Per-Period Metrics. -
This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view. -
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 16.0.3 views. Document reviews Checklists, Smartlists and To Do’s. -
This training document is a Rego Consulting Quick Reference Guide to assist with population of project properties in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Staffing Plan in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides information on how to swap between views to see investments by resource or resources by investment. Instructions on filtering are provided, as well as detail on how to update the unit of measure between FTE (Full Time Equivalent) and Hours. Tips are provided on how to expand the list of investments within each view and how to view the properties for the allocations. A Legend is also documented to provide information on each of the icons that are displayed on this page. -
Pie Chart displays projects by Baseline Finish Variance—is current project finish beyond baseline finish; or is current project finish on or before baseline finish. Filterable by OBS structure and Finish Date range. Data labels show percent within baseline vs percent outside baseline. Mouse-over shows Within or Outside label and percent of total projects. Legend shows color coded Within Baseline and Outside Baseline labels. Drilldown: Clicking on a pie slice yields a grid portlet of projects either Within or Outside Baseline. -
Ideas by Department report is a pie chart that displays count of ideas by department. Mouse over on the pie chart displays idea count for that department. You can further narrow your search by OBS Type & Path , Idea Status, Idea Start Date and Is Idea Active?. -
Project Cost within Budget report displays count of projects that are within or exceeding budget in the form of a pie chart. This report provides management a graphical representation of cost status on all projects. Mouse over on the pie chart displays count of projects for that category. You can further narrow your search by OBS Type & Path, Project Manager, Project Status, Project Stage, Program Name, Is project Active? And Is Template?. -
** No Download - Do not Add to Cart ** As the world’s largest advanced wastewater treatment plant operator, DC Water depends on a well-designed and comprehensive Project Management Office (PMO) to ensure that its 2.1 million customers have safe drinking water. In this webinar, you'll learn how DC Water joined with Rego to construct an award-winning, metrics-based PMO using Rego’s Clarity innovations. You’ll learn how their partnership resulted in a PMO that: - Drives effective Demand and Portfolio Management for IT projects and programs - Fosters real-time communication between Clarity and Microsoft 365 to keep DC Water’s Management team and Project Management community informed - Allows the IT PMO to measure progress on objectives through metrics ** No Download ** follow this link to sign up to view the recorded webinar - http://info.regoconsulting.com/how-dc-water-partnered-with-rego-march-2021 -
All Issues report provides the Project Managers a single place to view all the Issues across multiple projects. User can view only the projects that he has access to. This report provides Issue information such as ID, Name, Category, Assigned To, Status, Priority, Target Resolution Date and Days Open ( # of days Issue is open ) User can further narrow their search by OBS Type & Path, Issue Name, Project Name, Project ID, Is Project Active?, Issue Owner, Issue Status, Issue Target Resolution Date, Issue Category and Issue Priority. -
Capacity Graph report provides the Resource Managers & PMO a single place to view Monthly Availability, Allocations, Actuals and Assignments for one or more active resources. Information is displayed in the form of a line chart. Legend displays the color associated with each metric. Mouse over the line chart displays hours associated with that corresponding metric. This report provides Managers a simple means to analyze: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability and helps in determining the areas of improvement. User can further narrow their search by OBS Type & Path, Month Start Date, Resource Name, Resource Manager, Primary Role & Employment Type. -
Course description: “Did you implement tool functionality without best practice processes? This class will review some of the critical business processes that we recommend organizations put in place before implementing a PPM tool. We will provide tips and tricks on defining process frameworks while leveraging tools for successful enablement.” Download file is the presentation slide deck. -
Course description: “Are you struggling with decision making processes? This session will show you the ins and outs of how a good governance framework provides the foundation for better project decisions to help achieve goals and finish on time and within budget.” Download file is the presentation slide deck. -
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. -
“PM Stalker – Project Validations & Issues” executes various queries against the Clarity database and sends an email to all PMs who have one or more projects with any of the following conditions:- Resources have booked time in the past week (validation needed)
- Inactive Resources with ETCs still on the project
- Tasks past their Finish Date but not completed
- Task Role Assignments in the past
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This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan. -
This process pulls in the total hours tracked, by resource, by task, for a given project for the weekly time period that ended. The information is sent to the Project Manager listed on the project. This process can be scheduled via the Execute a Process job. -
This notification process sends an email to the Manager of an investment (Project, Application, Idea, etc) when the resource assigned to the team has been hard booked. The process should be scheduled to run on a daily basis as the logic in it looks to all resources where their Booking Status has been changed from Soft to Hard on the day that the process is run. It compares the audit trail date change field to the system date. If the process is not scheduled to run daily no notification will occur on hardbookings from previous days. -
When a task is marked as complete the process looks to any tasks that are dependent on the newly completed task. If a task is marked as “Not Started” and all of the dependency tasks are marked as complete then the process will change the task status to “Started” and email all resources that are assigned to the task that has started. The process notifies resources that a task is ready to start and saves the project manager the manual effort of updating dependent tasks. NOTE: The process relies on task dependencies and is most useful in those environments where task dependencies are managed. -
When a task is marked as complete the process looks to any tasks that are dependent on the newly completed task. If a task is marked as “Not Started” and all of the dependency tasks are marked as complete then the process will change the task status to “Started” and email all resources that are assigned to the task that has started. The process notifies resources that a task is ready to start and saves the project manager the manual effort of updating dependent tasks. NOTE: The process relies on task dependencies and is most useful in those environments where task dependencies are managed.
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The Project Compliance Stalker – PM sends an email to Project Managers (and also their managers if so desired) at a set interval to alert them to project compliance issues. Areas of compliance that are reviewed include: stale project tasks (stale = past due date), late issues and risks (past due date) and late status reports.
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