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XOG & Query Bridge (XQ) is a 2-in-1 Clarity PPM toolset that provides enhanced functionality and an improved user experience when retrieving and inserting data to/from Clarity PPM environments. XQ is available as a Web-based application and also as a downloadable desktop version that supports both On-premise and On-demand Clarity PPM implementations. https://xogbridge.com/ -
The portlet is a browser XOG client in the form of an HTML portlet. The purpose is to read/write data from/to Clarity. To write the data, the user needs to have Project – Approve OR Project - Approve - All access right. -
Traditional project management isn’t dead, but it is heavily influenced by Agile teams and thinking. This course looks at ways you can help bring together disparate delivery units across the enterprise. -
Course Description: Does your organization own Workfront in a marketing or other group doing digital asset management? In this session, we will dive into what Workfront is and how it complements your current Clarity PPM solution. -
Make sure project deliverables are completed on time by tracking work progress and monitoring task assignments. Report Views include:- Work Details
- Work Overview
- Work Risk Issue and Change
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Make sure project deliverables are completed on time by tracking work progress and monitoring task assignments. Report Views include: • Work Details • Work Overview • Work Risk Issue and Change The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used. -
A Quick Reference Guide to create / manage Widgets. You can add to any Grid view that supports them. The five types are: Number Tile, Pie, Bar, Progress Ring, and Target. -
A presentation slide deck from Rego University 2022. This course in the Apptio track was about analyzing cost drivers to understand why cost could be changing.- Questions we’re looking to answer
- Scenarios
- Tools
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Have you ever reviewed costs with your stakeholders and suddenly noticed an unexpected change? This class will teach you all the techniques you need to trace down the cause of the discrepancies in the model. We will cover advanced troubleshooting techniques like Metric view for tracing up/down the model and how to leverage model summary reports. -
Did you stray from OOTB? Was that the right decision? This will be a discussion on pros and cons of sticking to Clarity’s stock attributes, views, and general capabilities. When does it make sense to avoid custom configuration? Conversely, when does it make sense to move beyond the standard OOTB setup? -
Did you stray from OOTB? Was that the right decision? This will be a discussion on pros and cons of sticking to Clarity’s stock attributes, views, and general capabilities. When does it make sense to avoid custom configuration? Conversely, when does it make sense to move beyond the standard OOTB setup? -
** 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 slide deck on the new features added to Clarity with the release of version 15.9.3. Covers the new features: general and use-ability, project management, roadmap/hierarchy, and resource/staffing. -
In this session, we will explore the latest enhancements and features introduced to ApptioOne over the past year, highlighting the most significant updates that can benefit you or have a substantial impact on your experience. -
A presentation slide deck from Rego University 2022. This document reviews the principles of Scaled Agile Framework.- Understanding Agile, Scrum, and Kanban
- The Limits of Team Agile
- Scaling Agile
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A process that:- is a weekly email to a project manager. All of the content will be for where the person getting the email is the PM
- shows aggregate data for all of their projects
- sends the PM a reminder email at the end of each week showing the items that the PM needs to do. Maybe call it Weekly PM reminder.
- Shows the mentioned data in sections as follows:
- Past Due issues
- Only active projects
- Only open issues – not resolved or closed
- Show project name, project ID, issue name, issue priority, target resolution date, color (only red or yellow)
- Logic for Yellow = where target resolution is within the next week
- Logic for Red = target resolution date is in the past
- URL LINK: to that issue
- Past Due Risks
- Only active projects
- Only open risks – not resolved or closed
- Show project name, project ID, risk name, risk priority, target resolution date, color (only red or yellow)
- Logic for Yellow = where target resolution is within the next week
- Logic for Red = target resolution date is in the past
- URL LINK: to that risk
- Past Due Status Report
- Only active projects
- Show project name, project ID, report date, most recent overall status, color (only red or yellow)
- Only 1 line per project – show even if there is no status report
- Logic for Yellow = where latest status report date > 7 days ago
- Logic for Red = latest status report date is > 14 days ago
- URL LINK: to status report list
- Past Due Milestones
- Only active projects
- Only open milestones
- Show project name, project ID, task name, task finish date, color (only red or yellow)
- Logic for Yellow = where finish is within the next week
- Logic for Red = finish date is in the past
- URL LINK: to that milestone
- Past Due Forecast
- Only active projects
- Show project name, project ID, last updated date, most recent total plan of record amount, color (only red or yellow)
- Only 1 line per project – show even if there is no finish plan
- Logic for Yellow = where last updated date of the plan of record > 14 days ago
- Logic for Red = where last updated date of the plan of record > 30 days ago
- URL LINK: to cost plan
- Allocation Summary for the Project Team
- Past Due issues
- Unfilled Roles that need to be staffed
- Resources Actuals +/- 25% of Allocation
- Resource ETC +/- 25% of Allocation
- Pending Change Controls / Approval Status
- In addition to the Past Due Milestones, upcoming milestones
- Budget Summary
- Actual vs. Planned
- Burndown estimate
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A process that:
- is a weekly email to a project manager. All of the content will be for where the person getting the email is the PM
- shows aggregate data for all of their projects
- sends the PM a reminder email at the end of each week showing the items that the PM needs to do. Maybe call it Weekly PM reminder.
- Shows the mentioned data in sections as follows:
- Past Due issues
- Only active projects
- Only open issues – not resolved or closed
- Show project name, project ID, issue name, issue priority, target resolution date, color (only red or yellow)
- Logic for Yellow = where target resolution is within the next week
- Logic for Red = target resolution date is in the past
- URL LINK: to that issue
- Past Due Risks
- Only active projects
- Only open risks – not resolved or closed
- Show project name, project ID, risk name, risk priority, target resolution date, color (only red or yellow)
- Logic for Yellow = where target resolution is within the next week
- Logic for Red = target resolution date is in the past
- URL LINK: to that risk
- Past Due Status Report
- Only active projects
- Show project name, project ID, report date, most recent overall status, color (only red or yellow)
- Only 1 line per project – show even if there is no status report
- Logic for Yellow = where latest status report date > 7 days ago
- Logic for Red = latest status report date is > 14 days ago
- URL LINK: to status report list
- Past Due Milestones
- Only active projects
- Only open milestones
- Show project name, project ID, task name, task finish date, color (only red or yellow)
- Logic for Yellow = where finish is within the next week
- Logic for Red = finish date is in the past
- URL LINK: to that milestone
- Past Due Forecast
- Only active projects
- Show project name, project ID, last updated date, most recent total plan of record amount, color (only red or yellow)
- Only 1 line per project – show even if there is no finish plan
- Logic for Yellow = where last updated date of the plan of record > 14 days ago
- Logic for Red = where last updated date of the plan of record > 30 days ago
- URL LINK: to cost plan
- Allocation Summary for the Project Team
- Past Due issues
- Unfilled Roles that need to be staffed
- Resources Actuals +/- 25% of Allocation
- Resource ETC +/- 25% of Allocation
- Pending Change Controls / Approval Status
- In addition to the Past Due Milestones, upcoming milestones
- Budget Summary
- Actual vs. Planned
- Burndown estimate
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A process that:
- is a weekly email to a project manager. All of the content will be for where the person getting the email is the PM
- shows aggregate data for all of their projects
- sends the PM a reminder email at the end of each week showing the items that the PM needs to do. Maybe call it Weekly PM reminder.
- Shows the mentioned data in sections as follows:
- Past Due issues
- Only active projects
- Only open issues – not resolved or closed
- Show project name, project ID, issue name, issue priority, target resolution date, color (only red or yellow)
- Logic for Yellow = where target resolution is within the next week
- Logic for Red = target resolution date is in the past
- URL LINK: to that issue
- Past Due Risks
- Only active projects
- Only open risks – not resolved or closed
- Show project name, project ID, risk name, risk priority, target resolution date, color (only red or yellow)
- Logic for Yellow = where target resolution is within the next week
- Logic for Red = target resolution date is in the past
- URL LINK: to that risk
- Past Due Status Report
- Only active projects
- Show project name, project ID, report date, most recent overall status, color (only red or yellow)
- Only 1 line per project – show even if there is no status report
- Logic for Yellow = where latest status report date > 7 days ago
- Logic for Red = latest status report date is > 14 days ago
- URL LINK: to status report list
- Past Due Milestones
- Only active projects
- Only open milestones
- Show project name, project ID, task name, task finish date, color (only red or yellow)
- Logic for Yellow = where finish is within the next week
- Logic for Red = finish date is in the past
- URL LINK: to that milestone
- Past Due Forecast
- Only active projects
- Show project name, project ID, last updated date, most recent total plan of record amount, color (only red or yellow)
- Only 1 line per project – show even if there is no finish plan
- Logic for Yellow = where last updated date of the plan of record > 14 days ago
- Logic for Red = where last updated date of the plan of record > 30 days ago
- URL LINK: to cost plan
- Allocation Summary for the Project Team
- Past Due issues
- Unfilled Roles that need to be staffed
- Resources Actuals +/- 25% of Allocation
- Resource ETC +/- 25% of Allocation
- Pending Change Controls / Approval Status
- In addition to the Past Due Milestones, upcoming milestones
- Budget Summary
- Actual vs. Planned
- Burndown estimate
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Wabtec shares how they utilized Clarity and Power BI to build an enhanced Resource Management monitoring solution. -
Are you looking for some great examples of dashboards? We know you can’t get enough of them and neither can we! Come to this session to see a host of new reports that Rego has created! This session will review a host of pre-built dashboards in use today that can spark ideas for you to implement in your company. Learn about the Rego approach and method for how we prioritized which reports to create and how we gathered requirements from our Rego experts to target content you need! -
A presentation slide deck from RegoU 2023. This course covered the various visualization tools available in Clarity and help you understand the best way to output your data. -
Are you struggling to come up with a visualization strategy with all of the options available - widgets, portlets, Jaspersoft, Ad Hoc, etc? This class will explore the various visualization tools available in Clarity and help you understand the best way to output your data. We will provide use cases and examples to assist you in developing a strategy for your organization. -
View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time. -
View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time.
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View Rate Matrix is a grid portlet that provides users a single place to view all the rates defined across multiple rate matrix without going to administration tab. Each Matrix may be defined with different columns (ex: Charge Code, Client, Department, Entity, Input type Code etc). This portlet dynamically brings only the columns associated with that rate matrix and provides the detailed information. User can view information related to one matrix at a time.
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When a team member is added to the Team tab of the project, this process will add Project - View Management and Resource – Hard Book instance access right to the team member’s profile. This allows the team member to add their own allocations. NOTE: The process is NOT auto-start, and hence, needs to be run manually from Home > Organizer > Processes > Available -
When a team member is added to the Team tab of the project, this process will add Project - View Management and Resource – Hard Book instance access right to the team member’s profile. This allows the team member to add their own allocations. NOTE: The process is NOT auto-start, and hence, needs to be run manually from Home > Organizer > Processes > Available
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