790 results
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The All Status Reports portlet displays any published Status Report related to a project or across multiple projects. The filter then allows the user to narrow their search by Project Manager, Project, Status or Overall Status Category (overall, cost & effort, scope or schedule). The user may also select if they wish to view only current Status Reports, or to include historical reports as well. The portlet provides the project manager a single place to view all of the status reports without having to go into each project individually, and allows for more efficient management and reporting across projects. Note: Only the projects that the user has view rights to will show up in the list. -
The All Risks portlet displays all risks related to active projects that the logged in user has view rights to access. The portlet provides the project manager a single place to view risks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays Project ID, Project, Risk ID, Risk, Category, Assigned to, Status, Probability, Impact, Priority, Target Resolution Date, and Days opened. The filter allows narrowing down of the risks by several different criteria. Note: Only the projects that the user has viewer rights to see will show up in the list. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience. This doc references version 16.3 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports. -
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. -
Without good data, your digital transformation won’t succeed. This session talks about generating and understanding value stream metrics, including how investments and teams are performing. -
With only 15% of companies successfully transforming digitally, it’s time for the PMO to take charge. This session talks about how the PMO effectively can support the digital transformation within the enterprise by reimagine its traditional charter -
Monthly Actuals -User View is a standard calendar view of actuals posted by logged in user on each day of the selected month. Actuals also includes timesheets that haven’t been submitted/posted yet. Actual hours on the report are tied to user's availability i.e. when user has 0 availability (Saturday/Sunday/Holiday) then actuals are greyed out. -
The Project Storyboard report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Project Storyboard report shows key aspects of a project that is organized in separate frames. Each frame in the report displays 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. This report can be used to analyze the project earned value and track work performance to account for cost and schedule variances. -
The Rego Estimation Module Provides a more accurate estimate earlier in the idea/project lifecycle.- Is applied consistently so it can be improved.
- Retains the data in Clarity to enable analysis.
- Provides ongoing feedback by comparing estimates to current EAC.
- Provides historical record of estimating for projects overall as well as change requests.
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This video describes the process to Autoschedule a project using OWB. The video is available in both .m4v and .wmv formats. -
This video describes the process to assign resources to tasks within OWB. The video is available in both .m4v and .wmv formats. -
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 16.0.3 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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience. This doc references version 16.0.3 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View. -
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 16.0.3 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 and editing of Tasks in the Timeline View of Clarity’s Modern User Experience. This doc references version 16.0.2 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View. -
This training document is a Rego Consulting Quick Reference Guide to assist in the replacement of roles with named resources in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides detail on soft bookings, default allocation and requested manager. Instructions are provided on how to access requests from the Staffing Plan view and how to swap the role for a named resource. If requests are not fulfilled in their entirety, details are provided on how the excess allocation is handled. -
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 Clarity’s PPM Gantt. -
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. -
A Quick Reference Card to assist in the creation of project level dependencies. You can create dependency relationships that exist between investments in a portfolio using the dependencies page of project or program properties. A dependency can occur when a task in an investment requires to be completed before a task in another investment can begin. -
A Quick Reference Card to assist in creating a project in CA PPM. Reviews options of creating from New or New from Template. -
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. -
The Allow PM to Give Certain Rights modification allows the project manager to delegate rights (chosen by the administrator on the PM Rights object) on his or her projects. This modification eliminates the need for project managers to request additional rights through the PMO/management and simplifies the entire process for everyone involved. The system administrator is able to customize the PM Rights object to pick which rights should be granted to users by the process. The process begins when a change is made on the newly created “Grant / Revoke” field on the project object. The process will then grant or revoke (depending on what option is selected) any rights listed in the PM Rights object to the user in the “Assign PM Rights” field on the project object. -
Course description: “How are other companies storing or managing documents? This session will discuss options for using native CA PPM, linking to SharePoint, connecting directly to SharePoint, using Google docs, as well as other options. This session will also discuss options for document approval workflows within CA PPM for both collaborative documents and attachment fields.” Download file is the slide deck used during the presentation. -
A process that:- is a weekly email to a project manager. All of the content will be for where the person getting the email is the PM
- shows aggregate data for all of their projects
- sends the PM a reminder email at the end of each week showing the items that the PM needs to do. Maybe call it Weekly PM reminder.
- Shows the mentioned data in sections as follows:
- Past Due issues
- Only active projects
- Only open issues – not resolved or closed
- Show project name, project ID, issue name, issue priority, target resolution date, color (only red or yellow)
- Logic for Yellow = where target resolution is within the next week
- Logic for Red = target resolution date is in the past
- URL LINK: to that issue
- Past Due Risks
- Only active projects
- Only open risks – not resolved or closed
- Show project name, project ID, risk name, risk priority, target resolution date, color (only red or yellow)
- Logic for Yellow = where target resolution is within the next week
- Logic for Red = target resolution date is in the past
- URL LINK: to that risk
- Past Due Status Report
- Only active projects
- Show project name, project ID, report date, most recent overall status, color (only red or yellow)
- Only 1 line per project – show even if there is no status report
- Logic for Yellow = where latest status report date > 7 days ago
- Logic for Red = latest status report date is > 14 days ago
- URL LINK: to status report list
- Past Due Milestones
- Only active projects
- Only open milestones
- Show project name, project ID, task name, task finish date, color (only red or yellow)
- Logic for Yellow = where finish is within the next week
- Logic for Red = finish date is in the past
- URL LINK: to that milestone
- Past Due Forecast
- Only active projects
- Show project name, project ID, last updated date, most recent total plan of record amount, color (only red or yellow)
- Only 1 line per project – show even if there is no finish plan
- Logic for Yellow = where last updated date of the plan of record > 14 days ago
- Logic for Red = where last updated date of the plan of record > 30 days ago
- URL LINK: to cost plan
- Allocation Summary for the Project Team
- Past Due issues
- Unfilled Roles that need to be staffed
- Resources Actuals +/- 25% of Allocation
- Resource ETC +/- 25% of Allocation
- Pending Change Controls / Approval Status
- In addition to the Past Due Milestones, upcoming milestones
- Budget Summary
- Actual vs. Planned
- Burndown estimate
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The Grant Project Edit Rights workflow process allows a project manager to grant project edit rights to another user without contacting an administrator. The workflow uses the Out-of-the-box field for Business Owner. The script starts when the field is updated. It will assign project edit rights to whichever user is added to the Business Owner field. This process can be modified to grant project edit rights to any user within a project field. -
Course Description: Are you struggling to implement Agile tools at your organization alongside Clarity PPM? This class will review best practices for implementing Agile tools in conjunction with Clarity PPM while living in a bimodal world. We will discuss how Clarity PPM can govern both types of work and teams and how Agile tools should interface with Clarity PPM. -
By its very nature, the shift to Product Funding is going to require that tracking of that funding. Agile tools do not have much, if any, financial capabilities, so it is important to create an eco-system that can support this value stream—from funding, through delivery, and finally to tracking the realization of financial value. Learn how Rally and Clarity PPM do this very well together. -
The Global Action Items portlet will help users and clarity admins to keep track of action items in the CA PPM system. This is useful to keep track of Timesheet Approval through Action Item or any other Action Item related workflows. The portlet displays Name, Type Assignee, Created by, Due Date, Health and Status of the Action Items as default columns. The portlet provides Project, Project Manager, Project OBS, Assignee, Status and Due Dates of the Action Items as default filters. -
The Dashboard: Project Information portlet gives a set of high-level information about the project. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. The portlet displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish. -
The Dashboard: Project Information portlet gives a set of high-level information about the project. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. The portlet displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish.
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Rally Software introduction including high level feature and functionality for Agile and portfolio planning and tracking, analytics and reporting, and overall benefits of Rally in the marketplace along with a product demo. -
No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool. We will show some neat case studies on quick Excel integrations deployed at customers. -
This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials. -
A presentation slide deck from Rego University 2022. Broadcom’s presentation on OKRs in an Agile environment.- What are OKRs? Why are they important?
- Why ValueOps for OKRs?
- How do we do this?
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A presentation slide deck from Rego University 2022. The document reviews creating views and using Apps in Rally. Then digs into creation of Dashboards.- Refresh on Creating View and Using Apps
- Introduction to Concepts of Dashboards
- Configuring Dashboards & Apps
- Patterns of Useful Dashboards
- Dashboard Patterns
- Examples
- Exercise: Lets create a Dashboard
