-
The Populate Prior Periods Forecast From Actuals in Cost Plans process updates Cost Plans for Active Projects, it updates the Forecast for previous months = Posted Actuals, to remove variances from past periods. This is an On Demand process in Clarity named Populate Prior Periods Forecast From Actuals in Cost Plans and can be manually executed from the Organizer or scheduled through the “Execute a Process” job. If there are number of processes in the Organizer – Available Processes, this process can be filtered and then checked to Start. When the process is started it will be seen in the Initiated on the Processes tab. The process status can be monitored from Running to the Completed stage. The process is very flexible and supports Cost Plans with any given grouping and it also works without any dependency on timeslices or other jobs. The process fetches Cost plan of records for all active projects in the system that have Actuals transactions in WIP table. It then process those cost plans to update all of the prior monthly forecast periods with the corresponding monthly Actuals. -
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 16.2.1 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view. -
PMOs/EPMOs are feeling some pressure from Agile disruptors in their organizations. Some Agile purists insist that they can do everything with an Agile tool and no PMO governance, but this really isn’t the case. If you belong to a PMO or EPMO, this session will help you to better collaborate with your Agile counterparts in finding better and more holistic solutions to value delivery. -
The movement from managing technology organizations and development by Products instead of Projects has grown in recent years. This has many advantages, but only if there are critical changes in defining and funding the development. First, we shift from defining specific solutions to developing and defining the outcomes we want to accomplish with that development. Second, we should rethink how we fund development. Instead of funding a specific scope of work, we should fund the capacity to develop products. -
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. -
The Project Risk Register report provides visibility into project risks, including detailed information on each risk and its associated items such as notes, action items, tasks, and related risks or issues. Results can be grouped by project or viewed without grouping to support flexible analysis. Interactive visuals make it easy to track, monitor, and manage risks across projects. -
Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned. We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless. -
Value Stream Management (VSM) isn’t just another buzzword; it’s the visibility layer your digital transformation is starving for. In this session, learn how to map, measure, and maximize value across the entire delivery lifecycle. -
Aligning work to organizational strategy is a fundamental requirement in today's ever-changing marketplace. High performing organizations are moving beyond basic connections to introduce strategic hierarchies that are tied to real measurements of business value via Clarity's Objectives and Key Results (OKRs). Join our expert guides as they present key concepts, best practices, and the evolution of strategic alignment. -
The Time Compliance report displays different frame in the displaying project information such as project dates, project objective, the amount, and cost of resources that are planned and actual, key accomplishments, upcoming activities, current issues and risks, and the project progress toward goals, and some EVM indicators for its phases. -
The Project Issue Register report displays comprehensive information for each project issue. The issue register also provides the option to display items that are associated to the issue such as notes, action items, and tasks. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • The project must have at least one issue for the project to display in the report. • The issue properties must have fields such as description, category, resolution, target resolution, impact date, and originating ID completed for them to display data in the report. The issue name, issue ID, priority, status, and owner are required in Classic PPM so they always display data. -
The All Assignments portlet displays resource assignments across multiple projects. Currently, assignment information displayed for the project, in OWB, or MSP is limited to a single project. This portlet will provide a single view of the assigned data for all assignments across multiple projects. The portlet displays project actuals and estimates from the project (datamart tables). The Days Late field is calculated by the baseline date, while the Days Old field is calculated by today's date. Note: Only the projects that the user has viewer rights to will show up in the list. Filters provide the PM, RM, and individual resource the ability to monitor work progress across multiple projects. For example: ~ PMs can filter for all assignments that were to be completed by a given date but still have "Started" or "Not Started" status. ~ If multiple projects are utilizing the same resource, the PM or RM can filter for assignments utilizing that specific resource to prevent over-utilization. ~ A resource may filter for all assignments assigned to them, providing a picture of their total body of work.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy