1906 results
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Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas. We will cover both newUX gaps from classic. We will discuss best practices. -
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. -
All Risks report provides project managers a single place to view KPIs related to Risks. All the KPIs are depicted in various visualizations. Risk Count: Scorecard that displays the # of Risks for the selected criteria. Risk Priority: Column chart that displays # of Risks by Priority. X axis displays various Risk Priorities. Data labels indicate the number of Risks associated with that category. Risk by Status: Column chart that displays # of Risks by Status. X axis displays various Risk statuses. Data labels indicate the number of Risks associated with that status. Risk by Target Resolution Date: Column chart that displays # of Risks by year of Target Resolution Date. X axis displays Year. Data labels indicate the number of Risks associated with that category. Grid: Displays Risk details such as Investment ID, Investment Name, Investment Manager, Risk ID, Risk Name, Owner, Status, Priority and Target Resolution Date. You can further narrow your search by OBS Type, OBS Path and Target Resolution Date range. -
“Real” Resource management is not for the faint of heart. To get a solid picture of the actual capacity multiple dimensions have to be considered: projects, daily business, absences, different work hours and more. In this session we will demonstrate how this can be done with the help of “Advanced Resource Planning” in Clarity. We will staff projects in seconds, simulate different options, jog new projects in and finally simulate the resource aspect of whole Roadmaps. -
A presentation slide deck from Rego University 2022. This document reviews the best practices for resource management in Clarity. - Implementation
- Availability
- Allocation
- Assignment
- Reporting
- Notification
- Data Maintenance
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This session will aligning you with some of the best and most common practices for using Clarity's Project Management capabilities. Come and learn about the capabilities that come out of the box for excellent project management. Things like objects, views, financial plans and general project management capabilities will be covered. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of entering and submitting timesheets in Clarity’s Modern User Experience. The document reviews Accessing and Selecting Timesheets, Population of the Timesheet, and Updating Time & Submitting. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Cost Plans in Clarity’s Modern User Experience. The document reviews navigation to the Financial Module, the Cost Plan sub-page and creating the plan. -
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. -
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.
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A Quick Reference Card to assist in the creation of Ideas in CA PPM. Ideas are created by going to Home, then Demand Management and choosing Ideas from the list menu. -
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
