RegoXchange
  • A presentation slide deck from Rego University 2022.  Document reviews the 7 trends that Rego is seeing in the PPM space.
    • Trend 1: Going Beyond Strategic Alignment
    • Trend 2: Pivoting Quickly
    • Trend 3: Value Scrutiny for PPM
    • Trend 4: Hybrid Financial Management
    • Trend 5: AI has the Buzz, Predictive Analytics has the Momentum
    • Trend 6: Balanced Ecosystem of Tools
    • Trend 7: Collaboration
  • You are no longer regulated to the desktop browser to respond to action items.  Learn how Rego solved this problem using just your email.  We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered.
  • You are no longer regulated to the desktop browser to respond to action items.  Learn how Rego solved this problem using just your email.  We’ll talk about various use cases where you would get maximum benefit from a simple response on an action item directly from your email. It doesn’t matter if you are using email on your desktop, laptop, phone or tablet. The Action Item Responder as you covered.
  • This Process sends an email to every Action Item Assignee where the Due Date/Time has passed and the Status is either Open, or In Progress.  Users may want to modify this stalker to include Status = Deferred.  In addition, the Resource Manager for the Assignee receives a copy of the email. In order to generate emails, the SMTP gateway must be up and running and Resources must have a valid email address.
  • This Process sends an email to every Action Item Assignee where the Due Date/Time has passed and the Status is either Open, or In Progress.  Users may want to modify this stalker to include Status = Deferred.  In addition, the Resource Manager for the Assignee receives a copy of the email. In order to generate emails, the SMTP gateway must be up and running and Resources must have a valid email address.
  • This Process sends an email to every Action Item Assignee where the Due Date/Time has passed and the Status is either Open, or In Progress.  Users may want to modify this stalker to include Status = Deferred.  In addition, the Resource Manager for the Assignee receives a copy of the email. In order to generate emails, the SMTP gateway must be up and running and Resources must have a valid email address.
  • The portlet displays posted time by project for the logged in user based on time period and date range.  This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to.  The actuals are displayed per month in the form of TSVs.
  • The portlet displays posted time by project for the logged in user based on time period and date range.  This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to.  The actuals are displayed per month in the form of TSVs.
  • The portlet displays posted time by project for the logged in user based on time period and date range.  This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to.  The actuals are displayed per month in the form of TSVs.
  • ** No Download - Do not Add to Cart ** Organizational metrics that support any Agile methodology Yes–it's possible. Join our Rego expert guides to learn about industry-proven Agile metrics as well as new ideas to measure success across multiple levels of your value stream Nothing to Download - See link below. http://info.regoconsulting.com/agile-metrics-july-2020
  • The All Assignments portlet displays resource assignments across multiple projects. Currently, assignment information displayed for the project, in OWB, or MSP is limited to a single project. This portlet will provide a single view of the assigned data for all assignments across multiple projects. The portlet displays project actuals and estimates from the project (datamart tables). The Days Late field is calculated by the baseline date, while the Days Old field is calculated by today's date. Note: Only the projects that the user has viewer rights to will show up in the list. Filters provide the PM, RM, and individual resource the ability to monitor work progress across multiple projects. For example: ~ PMs can filter for all assignments that were to be completed by a given date but still have "Started" or "Not Started" status. ~ If multiple projects are utilizing the same resource, the PM or RM can filter for assignments utilizing that specific resource to prevent over-utilization. ~ A resource may filter for all assignments assigned to them, providing a picture of their total body of work.
  • The All Assignments portlet displays resource assignments across multiple projects. Currently, assignment information displayed for the project, in OWB, or MSP is limited to a single project. This portlet will provide a single view of the assigned data for all assignments across multiple projects. The portlet displays project actuals and estimates from the project (datamart tables). The Days Late field is calculated by the baseline date, while the Days Old field is calculated by today's date. Note: Only the projects that the user has viewer rights to will show up in the list. Filters provide the PM, RM, and individual resource the ability to monitor work progress across multiple projects. For example: ~ PMs can filter for all assignments that were to be completed by a given date but still have "Started" or "Not Started" status. ~ If multiple projects are utilizing the same resource, the PM or RM can filter for assignments utilizing that specific resource to prevent over-utilization. ~ A resource may filter for all assignments assigned to them, providing a picture of their total body of work.
  • The All Assignments portlet displays resource assignments across multiple projects. Currently, assignment information displayed for the project, in OWB, or MSP is limited to a single project. This portlet will provide a single view of the assigned data for all assignments across multiple projects. The portlet displays project actuals and estimates from the project (datamart tables). The Days Late field is calculated by the baseline date, while the Days Old field is calculated by today's date. Note: Only the projects that the user has viewer rights to will show up in the list. Filters provide the PM, RM, and individual resource the ability to monitor work progress across multiple projects. For example: ~ PMs can filter for all assignments that were to be completed by a given date but still have "Started" or "Not Started" status. ~ If multiple projects are utilizing the same resource, the PM or RM can filter for assignments utilizing that specific resource to prevent over-utilization. ~ A resource may filter for all assignments assigned to them, providing a picture of their total body of work.
  • The All Skills portlet displays active skills available in the skills hierarchy, thus providing visibility to these values, without requiring administrative rights to be granted to the user. Viewing the skills list together in one view will allow the user to easily determine which skills they wish to add to their profile. The user may filter by Skill Name, or for skills associated with a particular parent skill.
  • The All Skills portlet displays active skills available in the skills hierarchy, thus providing visibility to these values, without requiring administrative rights to be granted to the user. Viewing the skills list together in one view will allow the user to easily determine which skills they wish to add to their profile. The user may filter by Skill Name, or for skills associated with a particular parent skill.
  • The All Skills portlet displays active skills available in the skills hierarchy, thus providing visibility to these values, without requiring administrative rights to be granted to the user. Viewing the skills list together in one view will allow the user to easily determine which skills they wish to add to their profile. The user may filter by Skill Name, or for skills associated with a particular parent skill.
  • A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
  • A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
  • A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page.  It shows the next six weeks of allocations by investment, with a column total.  The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
  • The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure.  The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
  • The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure.  The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
  • The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure.  The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
  • Are you looking to extend your investment in Clarity and share it with other stakeholders in your company? We know organizations today are looking for cool collaborative ways to work. Come check out what Clarity has to offer.
  • A Quick Reference Card to assist in the building of Power Filters in CA PPM.  A power filter is a custom filter that searches a list page by criteria you define. Only one power filter can be created for a list page.
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