RegoXchange
  • Rego’s Clarity Adoption Metrics package consists of two sets of metrics: Project metrics, and Resource metrics. Project metrics measure how effectively project managers are using Clarity to manage their projects. Resource metrics measure how effectively resource managers are using Clarity to manage resources. Metrics are scored on a scale of 0 to 5, with higher scores indicating greater adoption and use. All metrics can be viewed numerically or graphically, and can be broken out by OBS. In addition, metric data can display as a 12-month rolling history to help identify trends. Project metrics can also display by lowest / highest adoption rates for a specific resource metric or all resource metrics. There is a variety of way to view the Adoption Metric data, therefore, Rego has made this simple by creating an Adoption Metrics object that contains multiple tabs.  Each tab displays one or more of the Project or Resource Adoption Metrics.  Based on the nature of the Metrics some tabs will allow the ability to use a pull down menu to select a specific Adoption Metric.   There is also a Metrics trending view that pulls monthly snapshots of the metrics. Project metrics consist of the following:
    • Project Status Reporting – Measures how well PMs create and publish project status reports.
    • Project Risk Adoption – Measures how well Risks are being used and managed.
    • Project Issue Adoption – Measures how well Issues are being used and managed.
    • Project Schedule – Measures how well PMs create tasks and keep the project schedule current.
    • Project Baseline – Measures whether or not baselines exist.
    • Project Zero ETC’s – Measures how well the PM assigns resources to tasks with ETCs.
    • Project Past ETC’s – Measures how many improperly scheduled tasks the PM has.
    • Project Milestone / Key Tasks – Measures how well PMs create and manage Milestones / Key Tasks.
    • Project Schedule Variance – Measures how effectively PMs manage their schedules.
    • Project Effort Variance – Measures how effectively PMs manage their project efforts.
    • Project Budget Variance – Measures how effectively PMs manage budgets or cost plans.
    • Project Unfilled Roles – Measures project roles with allocations that are already started or starting within the next 30 days.
    • Project Data Quality – Measures how effectively PMs complete the Description, Stage, Progress, Objective, and Sponsor/Business Owner fields.
    • Project Commitment – Measures the hard allocations for a project over a two week time frame.
    Resource Metrics consist of the following:
    • Resource Clarity Usage – Measures how often users log into Clarity.
    • Resource Timesheet – Measures if timesheets post in a timely manner.
    • Resource Allocation – Measures how well RMs keep total resource allocations within the expected range for future time periods.
    • Resource Actualy Utilization – Measures how well Resource allocations match actuals.
    • Resource Allocation Date in the Past – Measures how many resources are open for time entry with dates in the past.
    • Resource Data Quality – Measures how well RMs complete the Resource Manager and Primary Role fields and optionally the Skill and Employment Type fields.
    • Resource Commitment – Measures how much resource available time is committed to projects.
  • Late Issues report provides the Project Managers a single place to view all the Open Issues that are past their target resolution date. This report provides information such as Issue Count, Issues by OBS Level 2, Priority, Status and Target Resolution Date in Stacked Column Chart. In addition, this report has also Table view of Issue information such as Investment Name, Issue Name, Investment Manager, Issue ID, Owner, Target Resolution Date, Status and Priority. User can further narrow their search by OBS Type & Path and Target Resolution Date.
  • Have you ever thought about tracking customer feedback as part of your project closure? This class will show how lessons learned can be entered and tracked within CA PPM.
  • 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 16.2.1 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.
  • A Quick Reference Guide that covers task assignments in Clarity’s Modern UX.  The guide reviews the Assignment Tab and updating ETC via two options.
  • Project Count by Stage report has Stacked Column chart that displays count of Projects by Stage such as Initiation, Building, Planning etc. Also, there is a table view with Project ID, Project Name, Project Manager and Actual hours details.  User can further narrow their search by OBS Type & Path.
  • You are no longer regulated to the desktop browser to respond to action items.  Learn how Rego solved this problem using just your email.  We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Task Assignments in Clarity’s Modern User Experience.  This doc references version 16.1 views.  Document provides detail on how to use the Assignments tab to add resources to tasks, tips on how to group resource data, updating ETC values 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 16.3 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.
  • A Quick Reference Guide on setting up Custom Investments in Clarity’s Modern UX.  Reviews setting up the Custom Investment, and creating Custom Investment Records.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creating and management of a project team in Clarity’s Modern User Experience.  The document reviews accessing teams, creating a team, allocating a team on an investment, as well as additional team related information.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creating a new project in Clarity’s Modern User Experience.  The document reviews this both in the Project Page and in the Project Tiles locations.
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