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Converts one Investment type to another investment type. Functionality • One investment type instance converted to another investment type • Investment object level attributes are copied over by default • Investment sub-objects can be chosen to be copied • The attributes and sub-objects to be copied to must be api enabled • Can convert from non api enabled object like other work to api enabled Custom CIT • Attribute mapping does not support multivalued lookups yet • If auto-numbering is not enabled for target investment type of the sub-objects, an ID will be auto-generated. • Associated risks and issues will not be copied over • Target investment status will be "Unapproved" • If there are Mandatory target investment type attributes either o use a template to convert where having a value in the attribute is not mandatory or Have a default value in the mandatory field defined on the object • If effort task creation is enabled, the effort task will also be brought over. o The effort task will appear with custom code if a investment template is used for conversion • The allocations will extend to the finish of the new investment if investment template is used which has tasks • Almost 500 instances of sub-objects are supported at this point. • The values in lookups need to be active or the process will error out • All required attributes must be api enabled -
Learn how to use, and follow best practices with the Clarity REST APIs - Execute a REST Call - Create JSON payloads and parse JSON responses - Capture the result of the request -
Transitioning to the modern UX or implementing Clarity for the first time? Learn how to configure Modern UX: - First time setup - navigation and modules - Blueprints (basic) - Personalize the UI/Announcements -
Learn basic administrative tasks in this basic administration Clarity training, which includes setting up resources, security groups, OBSs, lookups, time reporting periods, fiscal time periods, calendars, jobs, and timeslices. These activities are focused on ongoing support vs. new configuration. Learn how to setup the ModernUX. -
Learn advanced administrative development tasks—including Objects and Fields, Object Portlets, Basic Processes, and XOG. In the last portion of this class, we will walk through the high level data model within the Clarity database and walk through some basic NSQL portlets. This is a more technical class focusing on basic configurations - designed for non-technical people. -
To effectively practice Agile at scale, Clarity teams first need to identify various needs. This includes thinking through considerations for funding, investment prioritization, and spend management practices. -
Today's workforce is more diverse than ever, and a "one size fits all" approach to leadership is seldom effective. A remote/hybrid workforce presents unique challenges, and teams often represent many different generations each with unique characteristics and needs. Even if you are not in a formal leadership position, we all are responsible for reflecting leadership skills and traits that encourage a collaborative spirit where everyone can bring the best version of themselves to their efforts. We'll offer some insights and opportunities that will help you and your teams to thrive. -
You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options and robust portfolio reporting and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more. -
This course will review the benefits of utilizing Rego’s Action Item Responder for a variety of tasks in Clarity. Email responses can be used in many cases to forgo logging into Clarity to carry out tasks. -
Join this session to learn best practices of when to use what module in Clarity (roadmaps vs hierarchies, CITs vs Projects...). Let’s really look at the power and adaptability of Modern UX features, through the lens of finding the best fit to meet the needs of your end users and business processes. -
Hierarchies and Roadmaps are two powerful capabilities that Clarity has brought to the market. While they work great independently, have you experimented with how they can work together, even better? In this session, come and learn how these two capabilities can complement each other by working in concert giving you both planning and execution insights! -
Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution. -
Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? Do you struggle with a lack of executive sponsorship to drive adoption? This session will review how some organizations are succeeding in driving adoption and effectively manage resources through engaging leadership, RMOs, and using more dedicated resources. Learn about some best practices for driving effective resource management across your organization. -
The concepts of creativity are tools and habits that help you and your team become more creative. During this session, you will learn simple tricks and methods to encourage a more creative work environment. Join this session to learn how to structure effective team meetings, workshops and all-inclusive ideation sessions. Even learn about some great work habits to boost your career! -
This deck provides an overview of the current and upcoming Rego Innovations. -
Has your organization made significant investments in technology solutions without seeing precise results? Do you have the right capabilities yet lack an interconnected, end-to-end solution? Come to this session to learn more about the importance of a living strategic roadmap and how Rego's Digital Ecosystem Assessment program can help. This session will review the key elements needed to create an effective roadmap that can drive increased maturity and excitement within your organization, and how that roadmap can help optimize your digital ecosystem. -
The industry has been talking about "Connecting Strategy to Execution" for years; Yet many organizations still struggle to make this a reality. During this interactive session, we will guide you through creating a one-page mapping of high-level values, missions, and vision with strategic goals and associated programs of work aligned for the delivery of value. -
A presentation slide deck from RegoU 2024. This course focused on an itDesign product that adds-on to Clarity for Resource Management enhancement. -
Broadcom provided this presentation on Annual Workforce Planning. Agenda items included: Issues we are solving, Persona Benefits, Plan Types, Art of Strategic Planning, and Resources. -
Learn how to discover business processes and automation patterns, using new technology from ConnectALL to power your Value Stream Management. The key is to understand and map automation patterns that both enables new business and accelerates adoption of ValueOps -
Broadcom's ValueOps solution now incorporates automation and analytics technology, providing the ability to align your digital initiatives to business outcomes and significantly improve the speed at which teams deliver business outcomes. -
With its end-to-end capabilities and aggregated data, ValueOps is an ideal platform on which to build the ultimate AI for value stream management. In this must-see session, Jean-Louis Vignaud, Head of ValueOps, will outline his vision of how our next generation of AI features will help deliver curated visibility, guided alignment, and augmented efficiency to the enterprise. -
If your organization is adopting Objectives and Key Results (OKR) framework, this session is for you. Through a role play exercise you will learn how to spot and write some really solid OKRs. -
An engaging, informative session delivered to your organization by a Prosci change management expert. Your leaders, project managers, and others focused on project outcomes will learn how applying change management to projects can increase the likelihood of those projects succeeding. They will also learn about the processes, people and tools needed to align project management and change management. -
Learn what you need to do today to be ready for the AI Innovation coming our way. -
How do you address ever-growing backlogs and impatient demands from internal or external customers, while also balancing the desire to innovate with the need to maintain high performance and quality? This session focuses on proven techniques - learned over several years and iterations - to help win the battle against these challenges. -
With ValueOps Insights you can gain transparency into full value stream analytics. Come learn about metrics to run your business including flow metrics, DORA, and value realization metrics that give your management team a compass to find the value your teams are delivering. -
Ensure you are keeping tabs on your Clarity environment. Clarity has key components that require monitoring to ensure consistent processing: - identify key modules like processes, jobs, financials, among others - identify customizations and common errors that can be improved - Overall maintenance recommendations for Clarity Studio and MUX -
Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse. -
Do you want to know more about building integrations quickly and easily? We will also show Rego's data processor and extraction tool and how it can be used for all outbound file-based integrations to save money and time. -
Have you never used GEL within Clarity? This class will teach you the basics of leveraging GEL within your workflow process. It’s one of the most powerful and underutilized capabilities in Clarity for updating objects, sending emails, and XOGing. This class is designed for those that have never used GEL before. -
Do you have enough experience with the data model to be dangerous - maybe just the basic project and resource tables? This class will take you to the next level in understanding the Clarity data model and provide training on how to write NSQL queries within Clarity for use in your portlets and reports. -
Very seldom will an organization only deliver using Agile. Some work lends itself better in using Waterfall. The need for a dual operating model will drive the need for a deliberate tooling architecture that will usually include a PPM and an Agile tool. -
Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more. -
Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing Agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work and teams and how Agile tools should interface into Clarity. -
Most leaders in this current climate understand the need for more agility, but don't always understand the changes necessary for this. New ways of working require a new mindset and new behaviors. In this session you'll learn about some of the critical mindset and behavioral shifts that are important for leaders as well as what types of conversations need to take place with various stakeholders to put your teams on the path to effective agility.
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