RegoXchange
  • The Dashboard: Open Risks portlet gives an overview of all risks that are not closed or resolved for a single 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 sorts the risks first by priority and then by target date.  It displays the name, owner, target date, probability impact, and priority.
  • The Dashboard: Phase Gantt portlet gives an overview of all WBS level 1 tasks or milestones for a single 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, and a graphical representation of the timeline for the phases. The date range may be configured by day, month, year, or quarter. The start date may also be configured to any date or a relative date (start of current month, start of next year, etc).
  • The Dashboard: Phase Gantt portlet gives an overview of all WBS level 1 tasks or milestones for a single 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, and a graphical representation of the timeline for the phases. The date range may be configured by day, month, year, or quarter. The start date may also be configured to any date or a relative date (start of current month, start of next year, etc).
  • The Dashboard: Phase Gantt portlet gives an overview of all WBS level 1 tasks or milestones for a single 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, and a graphical representation of the timeline for the phases. The date range may be configured by day, month, year, or quarter. The start date may also be configured to any date or a relative date (start of current month, start of next year, etc).
  • The Missing Time by PM portlet displays all missing or late timesheets for resources staffed on a project where the logged in user is the project manager.   Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Project managers may use this portlet to determine the timesheet status of resources staffed on their projects. You may narrow the results by filtering by resource manager, period start, resource name, or status. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet.
  • The Missing Time by PM portlet displays all missing or late timesheets for resources staffed on a project where the logged in user is the project manager.   Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Project managers may use this portlet to determine the timesheet status of resources staffed on their projects. You may narrow the results by filtering by resource manager, period start, resource name, or status. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet.
  • The Missing Time by PM portlet displays all missing or late timesheets for resources staffed on a project where the logged in user is the project manager.   Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Project managers may use this portlet to determine the timesheet status of resources staffed on their projects. You may narrow the results by filtering by resource manager, period start, resource name, or status. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet.
  • Are your project teams using SharePoint effectively and getting the most value out of it? Is document management a daily struggle? Learn how to use SharePoint with Clarity in a more seamless way to improve collaboration and team productivity.
  • 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.
  • Agile is here to stay, but waterfall may be as well. Companies around the world struggle with living in a bimodal development world, while trying to go through an agile transformation. This session will discuss best practices and lessons learned within companies that have gone through agile transformations. We will also review SAFe as a potential approach.
  • 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.
  • Learn about the various techniques and emerging methods companies are taking to capitalize Agile work. You'll learn how some companies are moving away from timesheets and using models based on story points and team rates to generate capitalization reporting.
  • Agile metrics can be very different from traditional waterfall metrics. This session will walk through some of the key Agile metrics describing how and why they are used. Effective methods in reporting and sharing will also be covered.
  • Would you like to get an overview of the fundamentals of Agile? This session will dispel the misconceptions of Agile and provide an understanding and definition of terms such as “bi-modal”, “Scrum”, “Kanban”, “weighted shortest job first” and “SAFe”. We will also talk about how Clarity fits into the Agile discussion and provide thoughts and practices on how PMOs are responding to this trending methodology.
  • Have you considered using Rally in conjunction with Clarity?  Have you seen or heard about the OOTB connector?  This class will go through the OOTB connector in detail and show how Rego has built our ad-on to enhance the connectivity between these two tools.
  • It is quite common for Rally and Jira to coexist. However, connecting them effectively enhances the value stream for development teams and product owners. Learn what is available to make this happen along with some typical design patterns.
  • 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. Tips on how to use Agile principles in your talking points will also be shared.
  • 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.
  • The Time By Type - Pie Chart portlet is a graphical representation of time by type of investment for all resources the logged in user has security rights to view. This portlet pulls from the daily timeslices, and can be used for determining what types of projects receive the majority of hours.  The filter option allows for entry of a specific start date and finish date.
  • The Time By Type - Pie Chart portlet is a graphical representation of time by type of investment for all resources the logged in user has security rights to view. This portlet pulls from the daily timeslices, and can be used for determining what types of projects receive the majority of hours.  The filter option allows for entry of a specific start date and finish date.
  • The Time By Type - Pie Chart portlet is a graphical representation of time by type of investment for all resources the logged in user has security rights to view. This portlet pulls from the daily timeslices, and can be used for determining what types of projects receive the majority of hours.  The filter option allows for entry of a specific start date and finish date.
  • The Dashboard:  Project Status Single-line portlet gives an overview of the project overall status as well as the status indicators on the "current" status report object. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  This portlet displays the report date, symbols relating to the overall status, scope, schedule, cost/effort, and the overall explanation across a single line in the portlet.
  • 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.
  • 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 Status Single-line portlet gives an overview of the project overall status as well as the status indicators on the "current" status report object. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  This portlet displays the report date, symbols relating to the overall status, scope, schedule, cost/effort, and the overall explanation across a single line in the portlet.
  • The Dashboard:  Project Status Single-line portlet gives an overview of the project overall status as well as the status indicators on the "current" status report object. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab.  This portlet displays the report date, symbols relating to the overall status, scope, schedule, cost/effort, and the overall explanation across a single line in the portlet.
  • The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio.  The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan.  Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
  • The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio.  The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan.  Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
  • The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio.  The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan.  Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
  • Project managers may use this portlet to show the planned effort and the remaining effort on projects.  Includes actual hours as well as estimate at completion. You may narrow the results by filtering by project name, project manager, project OBS, or active flag. The portlet will display each project by ID, name, project manager, planned effort (total allocation hours), actual hours, remaining effort (ETC), and estimate at complete (actual + ETC).
  • Project managers may use this portlet to show the planned effort and the remaining effort on projects.  Includes actual hours as well as estimate at completion. You may narrow the results by filtering by project name, project manager, project OBS, or active flag. The portlet will display each project by ID, name, project manager, planned effort (total allocation hours), actual hours, remaining effort (ETC), and estimate at complete (actual + ETC).
  • Project managers may use this portlet to show the planned effort and the remaining effort on projects.  Includes actual hours as well as estimate at completion. You may narrow the results by filtering by project name, project manager, project OBS, or active flag. The portlet will display each project by ID, name, project manager, planned effort (total allocation hours), actual hours, remaining effort (ETC), and estimate at complete (actual + ETC).
  • The purpose is to show actual hours, planned effort and remaining effort at the resource level, with the addition of OBS levels to support filtering and manipulation of the exported data.
  • The purpose is to show actual hours, planned effort and remaining effort at the resource level, with the addition of OBS levels to support filtering and manipulation of the exported data.
  • The purpose is to show actual hours, planned effort and remaining effort at the resource level, with the addition of OBS levels to support filtering and manipulation of the exported data.
Go to Top