-
The Allocation Compliance Pie Chart portlet gives a view of active resources' allocation compliance within a date range and OBS displayed in a pie chart. It allows the user to the percentage of resources over, under, and adequately staffed on projects over a selected time period. This portlet leverages the daily allocation and daily availability slices as well as only active investments. The portlet provides filters for specific dates (required) and OBS. -
Process provides the RM with assigned resources availability percentage for the next four weeks. Grid displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. If % Available is negative, this indicates an over-allocation. Zero% Average Availability indicates fully allocated (no remaining availability). Links at the resource name allow for modifications by the RM. -
Process provides the RM with assigned resources availability percentage for the next four weeks. Grid displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. If % Available is negative, this indicates an over-allocation. Zero% Average Availability indicates fully allocated (no remaining availability). Links at the resource name allow for modifications by the RM.
-
Process provides the RM with assigned resources availability percentage for the next four weeks. Grid displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. If % Available is negative, this indicates an over-allocation. Zero% Average Availability indicates fully allocated (no remaining availability). Links at the resource name allow for modifications by the RM.
-
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 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.
-
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 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.
-
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 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.
-
** No Download - Do not Add to Cart ** As Clarity's Modern UX continues to evolve with each release, so has the transition conversation among Clarity Product Owners and Administrators. It's no longer a question of "if" and "when;" the question is, how? In this webinar, we'll explore some best practices that enable a successful shift from Classic to Modern. Through a collaborative discussion of overarching strategies to a step-by-step checklist, this session is designed to help you quickly position your users to take advantage of Clarity's latest and greatest capabilities. Nothing to Download - See Link below. http://info.regoconsulting.com/when-to-move-to-modernux-aug-2020 -
** No Download - Do not Add to Cart ** Join Rego expert guide Dave Gubeno, Will Ross, and Chris Phillips for an engaging and informative webinar that will explain the definition, purpose, and development of Clarity metrics. Their discussion will also include: A description of the differences between metrics and key performance indicators An introduction to the Rego Adoption Metrics Framework lifecycle The presentation of pre-defined Rego Adoption Metrics for Projects and Resources An introduction to a set of Clarity portlets used to view the metrics http://info.regoconsulting.com/clarity-adoption-metrics-september-2020 -
** No Download - Do not Add to Cart ** As the world’s largest advanced wastewater treatment plant operator, DC Water depends on a well-designed and comprehensive Project Management Office (PMO) to ensure that its 2.1 million customers have safe drinking water. In this webinar, you'll learn how DC Water joined with Rego to construct an award-winning, metrics-based PMO using Rego’s Clarity innovations. You’ll learn how their partnership resulted in a PMO that: - Drives effective Demand and Portfolio Management for IT projects and programs - Fosters real-time communication between Clarity and Microsoft 365 to keep DC Water’s Management team and Project Management community informed - Allows the IT PMO to measure progress on objectives through metrics ** No Download ** follow this link to sign up to view the recorded webinar - http://info.regoconsulting.com/how-dc-water-partnered-with-rego-march-2021 -
** No Download - Do not Add to Cart ** One thing that impacts a successful project outcome more than anything else is the people resourced to do the work. Yet Resource Management is often the last part of Clarity PPM to be used because users can view it as complicated and intimidating. It doesn’t need to be. In this webinar, Rego’s expert guide Michelle Merriam-Day will walk you through the three key components to successfully using Resource Management in your organization: - Quantify your capacity - Establish investment-level demand - Leverage foundational view for analysis. There is no download for this content. Follow the link to view - http://info.regoconsulting.com/3-steps-basic-resource-management-april-2021 -
Effective resource management is vital for delivering successful and profitable projects. Get it right and costs will be controlled, objectives achieved, and deadlines met. Get it wrong and we run the risk of not just project timescales slipping but also margins and competitive advantages eroding. This paper looks at resource management best practices and how we can adopt practices to increase project quality, agility, and efficiency. 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/smarter-resource-mgmt-whitepaper ** No Download - Do not Add to Cart ** -
Finding the right project manager can be tricky. How do you know which candidates have the appropriate leadership, forecasting, and problem-solving skills? Interviewing strategies can make all the difference. This paper discusses important ways you can prepare for a project manager interview. It points out hazards to sidestep and best practices for identifying candidates with the right proficiency. 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/how-to-hire-the-right-pm ** No Download - Do not Add to Cart ** -
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** -
** No Download - Do not Add to Cart** - Register for the White Paper at this link - http://info.regoconsulting.com/create-rmo-that-works-2020 Is your organization struggling to make sure you have the right people working on the right initiatives to meet your objectives? If so, you’re not alone. In this white paper, Rego’s Grant Zemont provides insight on what your company can do to create an RMO to get you pointed in the right direction for success. -
Rego’s training video that walks through the Time Entry and Approval process for Clarity PPM – Modern User Experience. This video was created using Clarity PPM version 15.6. -
This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks. Useful when you want to make the changes to the project template which has a large WBS structure, and a lot of role assignments to tasks. -
Many times Roles are spread out geographically or by function and these Roles will have different rates. For example, a developer in India may charge $25/hour vs a Developer in US may charge $50/hour. When the project team has a requirement of several developers, the PM will have to add a region specific role (Developer-US, Developer-India) so that the right rates can be applied when a cost plan is created. This creates a challenge in terms of Resource Management. As the Demand and Capacity can be spread between different region specific roles. Proper configuration on the Rate Matrix can allow you to have one Role name but different rates based on Location or Department. This allows greater flexibility and takes away the redundancy of Role Names. You can do so with the Project Team Member Properties. -
Timesheet compliance is a dashboard containing multiple visualizations that shows timesheet compliance data under various scenarios. Dashboard shows count of timesheets grouped by Status and total available timesheets. % Time Compliance – Gauge graph that shows percentage of completed timesheets against overall timesheets. Compliance by Resource Manager – Grid section that shows percent timesheet compliance by resource manager. Timesheet count by Employment type and Timesheet Status – Stacked column chart, each column represents Employment type and sections of the column represent count of timesheets by Status. Count of Timesheets by Months – Stacked column chart, each column represents a month and sections of the column represent count of timesheets by Status. Dashboard also const of two grid sections displaying number of Open timesheets by Organization and Vendor. -
RM Dashboard shows various KPIs like Actuals posted by the resources in last month, Allocation in current month, count of missed timesheets etc. Team Details – Grid report providing list of all the resources managed by a resource manager. Allocation by Investment type – Tree graph displaying distribution pattern of allocation hours across different investment types. Actuals by Employment Type - Area graph, displaying actual hours posted by Employees Vs Contractors. Demand by Month – Area graph, displaying Allocation Vs Availability for next 6 months. Utilization by Month - Area graph, displaying Baseline Vs Actuals hours over last 6 months. -
Capacity Graph report displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. Report contains the following components: KPIs: Displays Available hours, Allocation + ETC for filtered criteria. Bar graph: Displays Allocation + ETC by primary role Line chart: Displays Availability, Allocations, Actuals and Assignments by time period. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyze: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability. User can further narrow their search by OBS Type & Path, Resource Manager, Primary Role, Start and End Date. -
Allocation Compliance Pie Chart report provides resource managers a single place to view Allocation compliance for various resources. It displays the following: Allocated Hours by OBS chart: Pie chart that displays percentage of resources that are fully allocated (80 -120 %) and under allocated (less than 80%) for a particular OBS and selected period range. Grid: Displays Resource Name, Resource Id, Primary Role, Booking Manager, Period, Allocated hours and Actual hours during that period. You can further narrow your search by OBS Type, OBS Path & Period Date range. -
Allocation Compliance Column Chart report provides resource managers a single place to view Allocation compliance for various resources. It displays the following: Allocated Hours by OBS chart: Stacked Column chart that displays percentage of resources that are fully allocated (80 -120 %) and under allocated (less than 80%) for a particular OBS and selected period range. Grid: Displays Resource Name, Resource Id, Primary Role, Booking Manager, Period, Allocated hours and Actual hours during that period. You can further narrow your search by OBS Type, OBS Path & Period Start Date range. -
Allocation Compliance by RM report provides resource managers a single place to view Available hours, Allocation Hours and Allocation Percentage of Resources. It considers the resources of selected resource manager and it displays the following: Allocation Details Grid: Displays Resource and its Allocated hours, Available hours and Allocation percentage (Allocated hours/Available Hours) Allocation Percent by Resource: Bar chart that displays Allocation Percentage (top 10) for various resources during the selected Time frame. You can further narrow your search by Resource Manager & Month Start Date range. -
Allocation Compliance by PM report provides project managers a single place to view Available hours, Allocation Hours and Allocation Percentage of Investment Team Resources. It considers the investments of selected project manager and it displays the following: Allocation Details Grid: Displays Resource and its Allocated hours, Available hours and Allocation percentage (Allocated hours/Available Hours) Allocation Percent by Resource: Column chart that displays Allocation Percentage for various resources during the selected Time frame. You can further narrow your search by Project Manager & Month Start Date range. -
Actuals & ETC by Resource Assignment report provides project managers a single place to view Actuals and ETC associated with resources across multiple Tasks and Projects. It displays the following: Actual and ETC Hours by Start Date: Stacked Column chart that displays the total Actual hours and ETC hours per month of fiscal period. Grey color indicates Actuals and Purple indicates ETC hours during that month. Grid: Displays Investment name, Task, Assigned resource ETC and Actual hours per month of fiscal period. It also displays aggregated column and row totals for Actuals and ETC hours. You can further narrow your search by OBS Type, OBS Path & Start Date range. -
Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis. This report displays Investment Name, Task Name, Resource Name and its monthly assignments. You can further narrow your search by OBS Type & Path, Investment Manager, Investment Name, and Year -
All Assignments report provides project managers a single place to view KPIs related to Task Assignments. All the KPIs are depicted in various visualizations. Total Actuals: Scorecard that displays the sum of actuals associated with assignments for the selected criteria. Remaining ETC: Scorecard that displays the sum of current ETC associated with assignments for the selected criteria. Top 5 Roles (Total Effort): Column chart that displays Effort (Actuals + ETC) by Roles. X axis displays various Roles. Data labels indicate sum of effort associated with that Role. Actuals by OBS level 2: Column chart that displays Actuals by OBS level 2. X axis displays various OBS level 2. Data labels indicate sum of actuals associated with that OBS. Grid: Displays Assignment details such as Project ID, Project Name, Task Name, Task Status, Assigned Resource, Assignment Status, Assignment Start, Assignment Finish, Actuals, ETC, Total Effort, Days Late and Days Old. You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager. -
Project Manager- Resource/Compliance report provides project managers a single place to view Compliance status for various critical KPIs. All the KPIs are depicted in various visualizations.- Unfilled Demand: Donut chart that gives you the count of roles (within projects) that are not filled by resources.
- # Of New team members: Scorecard that displays the count of new team members added to the projects.
- Resource Constraints: Donut chart that gives you the count of Over utilized and underutilized resources
- Unsubmitted Time: Dial gauge that displays the count of resources that did not submit time.
- Stale Tasks: Dial gauge that displays the count of tasks that are past their due date
- Status Report Compliance: Dial gauge that displays the compliance of status reports for various projects.
-
All Assignments report provides the Managers a single place to view all the assignments associated with a project(s). User can view only the investments that he has access to. This report also displays ETC, Actuals, Total Effort, Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date) associated with the task. You can further narrow your search by OBS Type & Path, Resource Name , Project Manager, Project Name, Project ID, Is project Active?, Assignment Start Date, Assignment Finish Date, Assignment Status and Task Status. -
Capacity Graph report provides the Resource Managers & PMO a single place to view Monthly Availability, Allocations, Actuals and Assignments for one or more active resources. Information is displayed in the form of a line chart. Legend displays the color associated with each metric. Mouse over the line chart displays hours associated with that corresponding metric. This report provides Managers a simple means to analyze: Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability and helps in determining the areas of improvement. User can further narrow their search by OBS Type & Path, Month Start Date, Resource Name, Resource Manager, Primary Role & Employment Type. -
Assignments by Task Over Time report display all assignments by task for all resources. Information can be drilled down to yearly, quarterly or monthly level. This report helps in determining the tasks a user is assigned to or how many hours a user is assigned to a task. You can further narrow your search by OBS Type & Path, Project ID, Project Name, Task Name, Assignment Resource, Is project Active?, Is Template? And Month End date. -
Allocation Compliance Area Chart provides the resource manager a single place to view the Monthly Resource Allocation compliance for all resources in the form of an Area chart. Allocation Compliance is calculated based on the value of 'Availability to Allocation Hours %' Allocation Compliance is 'Under Allocated (Less Than 80%)' WHEN 'Availability to Allocation Hours %’ is less than 80 Allocation Compliance is 'Appropriately Allocated (Between 80-120%)' WHEN 'Availability to Allocation Hours %' is between 80 and 120 Allocation Compliance is 'Over Allocated (Over 120%)' WHEN 'Availability to Allocation Hours %' is greater than 120 User can further narrow their search by Resource Is Active?, OBS Type, OBS Path and Month Start Date. User can use exact dates or relative dates for Month Start Date filter parameter. -
Late Tasks with Assignments report displays the list of all Tasks (with their Total ETC Hours) that are not closed but are past their finish date or past their baseline finish date. The report provides Project Manager the ability to view and track late tasks across multiple projects without going into each project individually. This report displays Project Name, Project Manager, Task Name, Task Status, Task Start Date, Task Finish Date, Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date). User can further narrow their search by Task Name, Task Status, Project ID, Project Name, Project Manager, Is Milestone?, Is late?, Task Start Date, Task Finish Date and Is Template?. User can use exact dates or relative dates for Task Start Date and Task Finish Date filter parameters. -
Resource Availability – 4 Weeks displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks. This report also displays Resource Primary Role and Employment Type. User can further narrow their search by Resource Name, Resource Type & Week Start Date. User can use exact dates or relative dates for Week Start Date filter parameters. -
Allocation Compliance for PM report gives a view of resource Allocation percentage for active resources on the team of an investment for a selected Investment Manager. It allows the PM to see resources on their project over the coming months and whether they are over or under allocated. Allocation Percentage is calculated as (‘Allocated Hours’ / ‘Available Hours’) * 100. User can further narrow their search Month Start Date and Investment Manager. User can use exact dates or relative dates for Month Start Date filter parameter.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy