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  • This training document is a Rego Consulting Quick Reference Guide to assist with the utilization of Tasks and To Do’s in Clarity’s Modern User Experience.  This doc references version 16.2.1 views. Document references the Tasks and To Do’s menu items and their associated widgets.
  • Gain an overview of program-level performance, track program milestones, and assess overall program health. Report Views include: • Change Requests • Program Costs Trend • Program Costs • Program Drill Thru • Program Effort • Program Gantt • Program Issues • Program Milestones • Program Risks • Program Staff • Program Status Reports • Program Summary • Program Tasks Demo Video - https://www.youtube.com/watch?v=6VceDIFjp-g&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=5 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • Do you want to improve the success of your CA PPM projects? This class will discuss some lessons learned on making CA PPM projects more successful. We will discuss things like
    • developing robust test plans, creating effective use and test cases, and implementing test scripts that make sense.
    • why failures occur, and what you can do to minimize the impact and plan for success: case study in lessons learned.
    • developing, testing, fine tuning, and executing deployment plans for success.
  • Do you want to know the best practices for implementing program management within CA PPM?  More and more companies are moving to a form of program management, where projects may not be individually funded, but programs are funded instead.  We will walk through how to leverage Clarity for program management, including use cases and what can and cannot be used OOTB.
  • 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.
  • A review of how AbbVie is driving greater visibility into projects at the Executive level and is eliminating/reducing duplicative work across the Business Technology Solutions organization by simplifying the overall PPM landscape.  This has been accomplished through implementation of consistent processes supported by Clarity as well as through system integrations with legacy systems like SAP, Fieldglass, and other Project Scheduling tools.
  • This session will align you with some of the best and most common practices for using Clarity's Project Management capabilities. Come and learn about the capabilities that come out of the box for excellent project management. Things like scheduling, assignments, staffing, views, financial plans and other general project management capabilities will be covered. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas.
  • This training document is a Rego Consulting Quick Reference Guide to assist with thestaffing of a Team on an investment in Clarity’s Modern User Experience.  This doc references version 16.1.2 views. Doc covers Common Terms, setting up a Default Allocation, Allocation vs ETC, Staff Tab, and Staffing the Team – Time Scale.
  • 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 16.1.2 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 with creation of agreements in Clarity’s Modern User Experience.  Agreements can be created between Project, Ideas and Custom Investments. The Agreement can convey things needed for predecessors and successors while defining appropriate dates to meet the agreement.   Blueprints can be leveraged to customize the agreements as required.
  • This training document is a Rego Consulting Quick Reference Guide to assist with accessing Project Financials in Clarity’s Modern User Experience.
  • A Quick Reference Guide to assist in creating and editing Project Baselines in Clarity Classic with the Phoenix theme.
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