RegoXchange
  • 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 16.1 views. Doc covers Project Tiles View, Project Properties – Details page and updating from the Project List view.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of some of the most common components in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document includes content on Grid View, View Options, Adjust Columns, Details Panel, Group By, Save Views and Manage Views.
  • A presentation slide deck from Rego University 2022.   This document reviews the model for using Clarity and an Agile tool in a Bi-Modal fashion to improve data and reporting.
    • Agile Journey
    • Bi-Modal – what is it really and why is it important?
    • Value of getting everything together: Planning to Execution
    • How to Integrate
  • A presentation slide deck from Rego University 2022.   The document covers Doing Agile, Agile Manifesto and then Being Agile.
  • A presentation slide deck from Rego University 2022.   This is a document used to moderate a round table discussion at Rego U.
    • What are the Agile Buzz-words and what do they mean?
    • Are the Scrum Master and Product Owner roles really full-time?
    • Do we need PMs when moving to Agile?
    • What’s the role of a Business Analysist in Agile?
    • How do you manage a PPM portfolio with Agile teams?
    • How do you know when it’s time to “go off-script?”
  • The Time by Task portlet displays time logged to tasks for all investments the logged in user has security rights to view - pulling data from the timeslices. It is capable of displaying the data by weekly, monthly, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.
  • The Time by Task portlet displays time logged to tasks for all investments the logged in user has security rights to view - pulling data from the timeslices. It is capable of displaying the data by weekly, monthly, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.
  • The Time by Investment portlet displays time logged to investments for all investments the logged in user has security rights to view using data from timeslices. It is capable of displaying the data by annual, quarterly, monthly, weekly, and daily segments with totals per date also being presented. The portlet may can be filtered by investment, resource OBS, and time segments.  This portlet can be used as a management and governance tool to review aggregate hours posted to investments by time period.
  • The Time by Assignment portlet displays time logged to assignments for all investments the logged in user has security rights to view - pulling data from the timeslices. It is capable of displaying the data by weekly, monthly or quarterly segments. The portlet may also be filtered by investment and resource OBS.
  • The Projects Within Baseline Finish portlet displays all projects that have a baseline and presents them in a pie chart. This portlet provides management with a way to quickly view the number of projects that are on time. The user may filter by OBS and finish date.
  • The Projects Within Baseline Finish portlet displays all projects that have a baseline and presents them in a pie chart. This portlet provides management with a way to quickly view the number of projects that are on time. The user may filter by OBS and finish date.
  • The Projects That Should Be Closed portlet displays all projects that have been created before the specified filter date and has had no new time, tasks, or risks/issues updated after the dates specified in the filter.  This can assist in identifying projects that are completed or cancelled and should be closed. The table below describes the available columns in the portlet.
    Column Label Description
    Project Name Name of the project
    PM Manager of the project
    Created Date Created Date of the project
    Start Start Date of the project
    Finish Finish Date of the project
    Created Date Check Identifies if the project meets the Created Before (Days) filter
    Risks/Issues Check Identifies if the project meets the Risk/Issues – Days Back filter
    Task Check Identifies if the project meets the Task – Days Back filter
    Time Check Identifies if the project meets the Time – Days Back filter
    Project Check Identifies if the project meets the portlet filter Criteria
    id Internal code used by the query
       
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