RegoXchange
  • 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.
  • Agile is here to stay, but waterfall may be as well. Companies around the world struggle with living in a bimodal development world, while trying to go through an agile transformation. This session will discuss best practices and lessons learned within companies that have gone through agile transformations. We will also review SAFe as a potential approach.
  • No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool. We will show some neat case studies on quick Excel integrations deployed at customers.
  • This grid portlet shows the OBS name and ID along with the associated hierarchy, both as an aggregated view along with each of the levels broken out. The table below describes the available filter fields in the portlet.
    Column Label Description
    Branch Branch of the OBS
    OBS Type OBS to use
    OBS Path Path of the OBS
  • The Customized Object/Portlet Views portlet displays all user edited object/portlet views and the resource(s) that have edited them.  This can assist in identifying users who need to be notified prior to publishing view changes. The table below describes the available columns on the object.
    Column Label Description
    Resource Name Name of the resource
    Resource ID ID of the resource
    Type Object or Portlet
    Portlet Code ID of the portlet
    Portlet Name Name of the portlet
    Object Associated Object
    Object View ID of the modified view on the object
    Object Code Internal code used by the query
    pkid Internal code used by the query
    portlet_dbid Database id of the portlet
    res_dbid Database id of the resource
  • This is a graphic portlet that pulls the average schedule variance by OBS node of the project.  The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:
    1. OBS Type
    2. If the project is financially approved?
    3. Financial Status
  • This portlet displays list of resources with OBS rights. This would be helpful for admins to know if a user can perform any actions on object instances of an OBS.
  • The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.  This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.
    Column Label Description
    OBS OBS the resource(s) belong to
    Resource Full Name Resource’s First and Last Name
    Resource ID Resource’s ID
    First Name Resource’s First Name
    Last Name Resource’s Last Name
    Date Last Logged In Date the Resource last logged in
    Date Last Time Investment Updated Date the Resource last made an Investment update
    Resource Active The Resource’s active status
    Employment Type Resource’s Employment Type
    Financial Location Resource’s Financial Location
    Email Resource’s Email Address
    Date Last Time Financial Plans Edited Date the Resource last made a Financial Plan edit
    Date of last entry on a Timesheet Date the Resource last made an entry on a timesheet
    Created Date Date the resource was added to the system
    Date of Hire Resource’s Date of Hire
    Date of Termination Resource’s Date of Termination
    Financial Department Resource’s Financial Department
    Home Page Resource’s Home Page
    Language Default Language of the Resource
    Primary role Resource’s Primary Role
    Resource manager Resource’s Manager
    Track Mode Resource’s Track Mode
    User Name Resource’s Username
  • This is a pie chart portlet to show realized benefits across the system by category, including a category for no category or unspecified.   Pie chart shows categories of realized benefits in its slices. Available filters:
    • Portfolio (required)
    • Manager
    • Stakeholder
    • Department
    • Category Filter (default to all)
    • Goal
    • Objective
    • Type
  • The Project Dependencies portlet displays all projects and their associated dependencies that the logged in user has rights to.  This can assist in scheduling and visualizing the breakout of dependencies. The table below describes the available columns in the portlet.
    Column Label Description
    Project ID ID of the project
    Project Name Name of the project
    Type Relationship to above project, Parent Project (P) or Sub Project (S)
    Manager Manager of the project
    Start Start Date of the project
    Finish Finish Date of the project
    Gantt Visualization of project timelines
    Sort Column Used to order the columns for proper display of the portlet
    dimkey Internal code used by the query
    Inv_hlth_int Internal code used by the query
    Link_dbid Internal code used by the query
    link_toggle Internal code used by the query
    rel_active Internal code used by the query
    rel_dbid Internal code used by the query
    rel_mgr_dbid Internal code used by the query
    rel_sort Internal code used by the query
       
  • Resource Financial Settings portlet provides resource managers a single place to view financial settings of various resources. It is a grid portlet that displays Resource details such as Name, Email, Manager, Employment Type, Is Active?, Is Open for Time?, Resource Class, Transaction Class and Department. You can further narrow your search by Resource(s), Active, Open for Time, Employment Type, Resource Class, Transaction class and Department.
  • Pie Chart Portlet displays counts of active projects with various Stale ratings. Calculation is Percent Stale Tasks = number of open (not completed) tasks with a finish date over 15 days old, divided by total open tasks.  Filterable by OBS structure and project manager.  Data label = project count.  Mouse-over and Legend labels = stale rating.  More than 90% Stale means 90 to 100% of open tasks on a project have finish dates older than 15 days.  More than 71% Stale means 71 to 89% of open tasks on a project have finish dates older than 15 days.  0 - 70% Stale means fewer than 70% of open tasks on a project have finish dates older than 15 days.
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