- launchMSTeamField: parameter for the Custom Resource Field to store Launch URL
- emailAddressField: parameter for field to pick mail address in SRM_RESOURCES table
-
Launch a Team chat with your users directly from the Clarity PPM tool. This is a good way to collaborate with the team and users for any quick update or interaction. This is a scheduled process in Clarity named Sync MS Team Launching Chat URL and will be scheduled to run for various frequency. When the process kick in it will be setting the Team link into the custom URL attribute of the Resource, which can be used to Launch Team chat from the tool. Sync Process come with two parameters for the Support team, which they can use as per there environment configurations. These two Gel parameters for quick configuration are: -
The My Allocations portlet will display the allocations for the logged in user - pulling data from the timeslices. It is used as a quick reference for the users to view their allocations across all of the projects where their allocation is greater than 0 for the specified date range the user wants. This will display both active and inactive projects. -
The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data. The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to view. -
The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data. The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to view.
-
The Project Risk, Issue, and Change Summary report provides an overview of project health by visualizing risks, issues, and change requests. It includes pie charts that display counts by target resolution or expected close date, as well as by status. A detailed table lists each item’s name, ID, priority, status, category, owner, creation date, and resolution or close date. Results can be grouped by project or viewed without grouping to support flexible analysis and tracking. -
This session will align you with best practices for using Clarity's project management functionality. Come and learn about the OOTB capabilities for excellent project management, including: scheduling, assignments, staffing, views, financial plans, and other general project management capabilities. Additionally, tips and tricks will be shared, providing you with a toolkit of ideas for your organization! -
This training document is a Rego Consulting Quick Reference Guide to assist with the staffing of a Team on an investment in Clarity’s Modern User Experience. This doc references version 16.2.1 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 management of Project Tasks via the PPM Gantt view in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc covers PPM Gantt, View Legend, Menu Icons, Create New Task, Indent Tasks, Move Tasks and Set Dependencies. -
This training document is a Rego Consulting Quick Reference Guide to assist with Idea approval and conversion to projects in Clarity’s Modern User Experience. This doc references version 16.1.2 views. Doc reviews setting Ideas as Approved and converting Ideas to projects. -
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 16.1.2 views. Document references the Tasks and To Do’s menu items and their associated widgets. -
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. -
The hit TV series Ted Lasso is well known for its humor and entertainment value, but hidden under the light-hearted banter are some important messages that leaders can take to heart. Join expert Agile guide, Tad Beaty, for a review of the first two seasons of the show. We’ll explore the messages that all leaders should take back to the office to improve engagement and make a better workplace. -
Hear what the journey from Project to Product looks like from the trenches. IHG will share tales of what it took to make this transition, some challenges they faced, and what outcomes they have been able to achieve. -
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. -
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 of Status Reports in Clarity’s Modern User Experience. This doc references version 16.0.3 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. -
This training document is a Rego Consulting Quick Reference Guide to assist with placeholder role replacement in Clarity’s Modern User Experience. The document reviews accessing and fulfilling requests. -
A Quick Reference Guide that covers how to staff a Team in Clarity’s Modern UX. It reviewes some of the key terminology, covers Allocation vs. ETC, accessing the Staffing Tab, and viewing time-scaled allocations. -
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. -
Based on the pre-determined schedule frequency, this job will send an email to Project Managers that have a project meeting the criteria of: project(s) are active and scheduled finish date is less than the current date. This serves as a reminder to Project Managers to keep their schedules true. The contents of the email include a message indicating the project manager has at least one project meeting this criteria and a table indicating the Project ID, Project Name and Scheduled Finish Date. -
Do you want to understand the OOTB configuration and functionality of project management? In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks/assignments, IRC, and other related areas. We will cover both classic and new UX highlighting differences. -
Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity. Learn how you can introduce email-based approvals with Rego's action item responder. Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration. Finally, understand Rego's pre-built connectors and how they can benefit your instance. Including blueprint migrator. Include free tools like GEL builder, query, XOGbridge. -
This process grants Project Management instance rights to all of the project team members within the program hierarchy. Allows users to view management properties, roster and key tasks of the project. This also allows user view access to the project in Microsoft Project. -
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.
