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This Roadmap add-on provides configurable Role-based metrics that can be used in the grid view as targets and constraints. Select your valuable roles in the “targets” and once selected, the “sync” button will bring in any current allocations against projects and allow editing any of the total numbers directly in a scenario. This will provide deeper insights into impacts of plans on teams/resources in addition to the out of the box money and time constraints. -
Course Description: Do some folks in your organization view Clarity PPM as worthless or of little value? In this class, we will discuss how to increase the value perception of Clarity PPM and innovative ways to sell the value Clarity PPM provides to stakeholders and users. -
This process must be run using the “Execute a Process” job. Job may be scheduled or run on-demand. Process pulls Availability Rate from the Availability blob for each resource, where blob is not null. Then it populates this value into a custom Daily Availability attribute (Number field with 2 decimals) on the Resource object. This field does not have to be displayed to be used for reporting. Because the OOB Availability Rate field is stored only in a blob, it is difficult to include in portlet or report output. The use of this custom attribute makes the value easily reportable. -
Resource Management - Are You Doing it Right? Companies of all shapes and sizes need to know if they have the right people working on the right things at the right time, to meet their objectives. Rego's own Grant Zemont has put together this report to help your company learn the best practices for setting up a resource management office correctly. Download the free report here. This White Paper is downloaded from the Rego Consulting site. You will be asked to provide your email address and current ppm tool. - http://info.regoconsulting.com/rmo-report ** Do not Add to Cart - No Downloadable File** -
Course description: “Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? This session will review how some organizations are using RMOs to drive adoption and effectively manage resources, including real world examples of RMO setup and execution.” Download file is the presentation slide deck. -
Course description: “Is there a way to simplify time tracking? Time is a function 90% of companies use. What are ways to have time be less of a burden to users? How can you minimize the negative perception? This session will discuss options within CA PPM or outside CA PPM to make time tracking less of a burden for all.” Download file is the presentation slide deck. -
A Quick Reference Guide to assist in the process of staffing a Project Team in Clarity. The document uses screen shots from the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist in the staffing of a resource team in Clarity’s Classic UI, utilizing the Phoenix Theme. Reviews accessing the project and assigning the team. -
A Quick Reference Card to assist in adding resources and roles to Ideas in the Classic UX. Updating Allocation is also covered. -
This training document is a Rego Consulting Quick Reference Guide to assist with the Staffing Plan. The document reviews accessing the Staffing Page, viewing Resource Allocations, adding Allocations, and the Staff Tab Legend. -
This training document is a Rego Consulting Quick Reference Guide to assist with resource staffing in Clarity’s Modern User Experience. The document reviews accessing Staffing from the main menu, the Staffing Grid, and the Allocations Timeline. -
This training document is a Rego Consulting Quick Reference Guide to assist with staffing the Idea Team in Clarity’s Modern User Experience. -
A Quick Reference Guide to assist in the staffing of an Idea in Clarity’s Classic UX. -
A Quick Reference Guide to assist in Staffing an Idea Team in Clarity. The document uses the Classic UX with the Phoenix theme. -
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of staffing a Team in Clarity’s Modern User Experience. The document starts with a review of common terms, then setting default allocation, Allocation vs ETC, and then the Staffing Tab. -
Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? Do you struggle with a lack of executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively managing resources by engaging leadership, RMOs, and utilizing more dedicated resources. Learn best practices for driving effective resource management across your organization. -
Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? Do you struggle with a lack of executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively manage resources through engaging leadership, RMOs, and using more dedicated resources. Learn about some best practices for driving effective resource management across your organization. -
Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? DO you struggle with a lack of Executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively manage resources through engaging leadership, RMOs, and using more dedicated resources. Learn about some best practices for driving effective resource management across your organization. -
The Team Skills portlet displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project. -
The Team Skills portlet displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project.
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The Team Skills portlet displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project.
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Capture and present allocation data by Team for the Investments included in your Roadmap to enable the ability to compare to Targets or Limits. Allocation data can be presented in Hours or FTE, for Teams Only. -
To effectively practice Agile at scale, Clarity teams first need to identify various needs. This includes thinking through considerations for funding, investment prioritization, and spend management practices.
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