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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.
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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. -
A Quick Reference Card to assist in the use of list views in CA PPM. List Views are accessed from the Home menu. -
A quick reference card to assist you in making Action Items in CA PPM. Action Items are non-tasks that you assign to yourself, or others assign to you. You create personal action items in the Actions Item portlet on the Overview page. -
The Clarity PPM New User Experience (New UX) provides a convenient way to keep your entire team informed and connected throughout the entire project lifecycle. The New UX engages your team and becomes an intuitive and natural extension of their work tasks and goals. -
** 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 -
This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI à Collaboration tab or via the New UX Documents module. Clicking on the File Name downloads the file, clicking on the Options gear allows users to export the list to Excel. -
A Quick Reference Guide to assist with General Navigation of Clarty, using the Classic UX with the Phoenix UI Theme. Reviews the Main Menu Bar, User Tool Bar, Home Menu, Favorites Menu, and more. -
A Quick Reference Guide that reviews access to Project Tasks and Task To Dos in Clarity PPM’s Modern UX. -
A Quick Reference Guide that provides an overview of the Common Grid components in Clarity PPM’s Modern UX. Looks at functionality of the Common Grid view, View Options, Adjusting Columns, Details Panel, and Group by Mode. -
A slide deck that reviews the processes for time entry and approval of timesheets in Clarity’s Modern UX. Used for Rego’s training engagements, it covers the Time Entry process via flow chart, steps for submitting a timesheet, adjusting a returned timesheet, and adding or removing tasks from a timesheet.
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