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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. -
This training document is a Rego Consulting Quick Reference Guide to assist with Status Reporting in Clarity’s Modern User Experience. The document reviews Status Reporting via the Status Tab and the Status Reporting Tab – Grid View. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of Sub-Objects and Channels in Clarity’s Modern UX. -
This video describes the process of creating new tasks and working with the Work Breakdown Structure (WBS) within Open WorkBench. The video is available in both .m4v and .wmv formats. -
Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more. -
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 16.1.2 views. Document reviews Checklists, Smartlists and To Do’s. -
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 16.1.2 views. Document provides detail on how to add resources to the Staff tab, Default Allocation % and Per-Period metrics. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers creating and management of these project tools. -
The All Change Request portlet displays all change requests related to active projects that the logged in user has view rights to. The portlet provides the project manager a single place to view change requests across multiple projects without having to go into each project individually and allows for more efficient management and reporting across projects. The filter allows the user to narrow their search by date ranges, resources involved, and/or the project with which the Change Request is associated. Other alternatives for filtering include the category, priority or status of the Change Request. In the list view, a status is displayed for each Change Request (CR), along with the Project with which the CR is associated, the CR ID, the CR name, the resource to whom the CR is assigned, Priority, Expected Closure Date, and number of days the CR has remained open. Note: Only the projects that the user has viewer rights to will show up in the list. -
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. -
Do you want to add interfaces to your CA PPM instance? This class will review the pros and cons of various integration methods and provide best practice on how to handle various interfaces. We’ll walk you through specific interface examples and showcase Rego’s pre-built interface sets you can leverage to reduce the time and cost of implementation. -
This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks. Useful when you want to make the changes to the project template which has a large WBS structure, and a lot of role assignments to tasks.
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