RegoXchange
  • Time by Assignment report displays time logged to assignments and its associated actuals on monthly basis for all filtered investments. It also displays total ETC and Actual hours associated with an assignment. User can further narrow their search by OBS Type & Path, Investment Type, Investment Charge Code, Investment Name, Task Name, Resource Name, Assignment Start Date and Assignment Finish Date. User can use exact dates or relative dates for Assignment Start and Finish Dates filter parameters.
  • 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.
  • 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.
  • 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.
  • ** 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
  • 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 video reviews the process of creating Timesheet Adjustments – making changes to a timesheet after it has been posted.
  • This video reviews how to return and approve Clarity timesheets as a Project or Resource Manager.
  • This video covers the process of adding tasks to the timesheet using Populate and Add Task, using the timesheet notes functionality, entering timesheet data, updating ETC via the timesheet, and submitting the timesheet.
  • This video covers the process of accessing timesheets within Clarity, both as a team member and as a Project or Resource Manager.
  • 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.
  • 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.
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