RegoXchange
  • Course Description:   Struggling to figure out how to best organize your blueprints? This class will walk through best practice blueprint design, including how many to have, how to use channels, using custom subobjects within the blueprint, and swapping blueprints at various project stages to mimic project phases or ideas. We’ll highlight some of the creative ways we’ve seen blueprints used in client implementations.
    • ITFM Introduction
    • PMO & IT Finance Collaboration
    • Where ITFM and PPM Meet
    • Connecting PPM with ITFM
  • Allocation Compliance for PM report gives a view of resource Allocation percentage for active resources on the team of an investment for a selected Investment Manager. It allows the PM to see resources on their project over the coming months and whether they are over or under allocated. Allocation Percentage is calculated as (‘Allocated Hours’ / ‘Available Hours’) * 100. User can further narrow their search Month Start Date and Investment Manager. User can use exact dates or relative dates for Month Start Date filter parameter.
  • Projects may need additional tasks from pre-existing templates for ease of use. When adding the tasks to the project, select any part of the template needed for your project. In this Quick Reference Guide, a project has already been created.
  • The Percent Time by Type and Timescale - Grid portlet shows a breakout of time by timescale for resources the logged in user has view rights for using the timeslices.  This portlet gives the Clarity user the ability to show the amount of hours spent on a project by week, month, quarter and year. Using this portlet, the Clarity user can get an overview of all hours in a time period or use the filter to search for a specific dataset (as required). The portlet provides a filter for OBS and date ranges.
  • This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI à Collaboration tab or via the New UX Documents module.  Clicking on the File Name downloads the file, clicking on the Options gear allows users to export the list to Excel.
  • A Quick Reference Guide that covers how to staff a Team in Clarity’s Modern UX.  It reviewes some of the key terminology, covers Allocation vs. ETC, accessing the Staffing Tab, and viewing time-scaled allocations.
  • A Quick Reference Guide to assist in the creation of Tasks using the Clarity Gantt.  The screen shots utilize the Classic UX with the Phoenix theme.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience.  This doc references version 16.0.2 views.
  • This video describes the process to Autoschedule a project using OWB. The video is available in both .m4v and .wmv formats.
  • Many organizations want to transition to a more product-centric delivery model but struggle with how to get started. This session discusses key success factors of Broadcom’s own project-to-product transition with an aim to resolve issues facing your organization.
  • Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work and teams and how Agile tools should interface into Clarity.
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