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This training document is a Rego Consulting Quick Reference Guide to assist with the population of project properties in Clarity’s Modern User Experience. Documents starts with accessing the project via the Tile module. Then shows how to update properties in the Details page and in the Project List. -
Many organizations are moving from a waterfall development approach toward agile methodologies and frameworks. This transformation impacts the financial structure of IT and can create changes in the way the TBM model needs to be built. In this session we will give a high-level overview of what an Agile Business Operating Model is and the potential impacts it could have so you can understand how to integrate this into your TBM practice. -
Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”. The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage. -
A slide deck from Rego’s training class on Portfolio Management using Clarity’s Classic UX. Covers an introduction to Portfolio Management including definition, portfolio contents, PfM roles and responsibilities, how portfolios work, data used, key deliverables, prerequisites for starting PfM, and PfM security. -
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. -
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. -
This process, Shift Project Dates, helps Project Managers change an entire Project / Idea’s dates to a new start date. Once the three attributes are added to the Idea /Project Views, the PM can trigger the process by entering a date in the New Start Date field and checking the Shift checkbox. The process runs automatically on Save. The process calculates the date difference between the original Start Date and New Start Date then shifts all Allocation, Task, and Assignment dates by the calculated difference. For example, if a Project is set to begin on January 1st and needs to be pushed to a February 1st start date, the process first determines that there are 31 days between the original start date and the new date. Next the process increases the start date for each Task, Allocation and Assignment by 31 days. NOTE: The process will shift Allocation dates regardless of resource restrictions such as a Termination Date or non-working time as marked on their calendar. The Team page will reflect the Available Start and Finish as shifted by the process, but the Allocation hours and % will take unavailable time into account. For example, if a shift process sets the start date for a resource to be after their date of termination the dates will change by the date difference, but the Allocation hours will correctly be calculated as zero. -
This process, Shift Project Dates, helps Project Managers change an entire Project / Idea’s dates to a new start date. Once the three attributes are added to the Idea /Project Views, the PM can trigger the process by entering a date in the New Start Date field and checking the Shift checkbox. The process runs automatically on Save. The process calculates the date difference between the original Start Date and New Start Date then shifts all Allocation, Task, and Assignment dates by the calculated difference. For example, if a Project is set to begin on January 1st and needs to be pushed to a February 1st start date, the process first determines that there are 31 days between the original start date and the new date. Next the process increases the start date for each Task, Allocation and Assignment by 31 days. NOTE: The process will shift Allocation dates regardless of resource restrictions such as a Termination Date or non-working time as marked on their calendar. The Team page will reflect the Available Start and Finish as shifted by the process, but the Allocation hours and % will take unavailable time into account. For example, if a shift process sets the start date for a resource to be after their date of termination the dates will change by the date difference, but the Allocation hours will correctly be calculated as zero.
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This process, Shift Project Dates, helps Project Managers change an entire Project / Idea’s dates to a new start date. Once the three attributes are added to the Idea /Project Views, the PM can trigger the process by entering a date in the New Start Date field and checking the Shift checkbox. The process runs automatically on Save. The process calculates the date difference between the original Start Date and New Start Date then shifts all Allocation, Task, and Assignment dates by the calculated difference. For example, if a Project is set to begin on January 1st and needs to be pushed to a February 1st start date, the process first determines that there are 31 days between the original start date and the new date. Next the process increases the start date for each Task, Allocation and Assignment by 31 days. NOTE: The process will shift Allocation dates regardless of resource restrictions such as a Termination Date or non-working time as marked on their calendar. The Team page will reflect the Available Start and Finish as shifted by the process, but the Allocation hours and % will take unavailable time into account. For example, if a shift process sets the start date for a resource to be after their date of termination the dates will change by the date difference, but the Allocation hours will correctly be calculated as zero.
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The need to report and organize work around the Products continues to grow. Join this session to hear how Project and Product Management can thrive together in Clarity. -
Today, most high-performing organizations recognize that moving from project-funding to product-funding is necessary for achieving business agility. What doesn't exist in the industry is guidance on how to support the transition from a tooling perspective. In this session, Rego Expert Guide Robert Sirard presents a practical and tactical approach to using Clarity's PPM software and Rally's Agile software together to plan, track, monitor, and deliver products. At Rego, we realize that not everything needs to be done in an Agile manner, so Robert will discuss how this approach also supports a mix of traditional and Agile investments. ** No Download - Do not Add to Cart ** There is no download for this content. Follow the link to view - http://info.regoconsulting.com/product-funding-clarity-rally-may-2021 -
The Program Costs portlet looks like a cost plan. It will summarize all cost plans from projects within the program and display the totals.
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