RegoXchange
  • Do you want to understand the OOTB configuration and functionality of project management?  In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks/assignments, IRC, and other related areas.  We will cover both classic and new UX highlighting differences.
  • Course Description:   Do you want to talk to other customers that are using or plan to use project management? In this moderated round table, customers can share experiences and provide insights on process, configurations, challenges, and successes. We will divide into small groups and discuss customer selected topics—100% sharing
  • Project Manager- Resource/Compliance report provides project managers a single place to view Compliance status for various critical KPIs.  All the KPIs are depicted in various visualizations.
    • Unfilled Demand: Donut chart that gives you the count of roles (within projects) that are not filled by resources.
    • # Of New team members: Scorecard that displays the count of new team members added to the projects.
    • Resource Constraints: Donut chart that gives you the count of Over utilized and underutilized resources
    • Unsubmitted Time:  Dial gauge that displays the count of resources that did not submit time.
    • Stale Tasks:  Dial gauge that displays the count of tasks that are past their due date
    • Status Report Compliance:  Dial gauge that displays the compliance of status reports for various projects.
    You can further narrow your search by Project Manager
  • The PM Dashboard portlet provides an overview of all projects for which the user is the Project Manager without navigating to and opening each project individually. All critical information related to the project status is displayed in this portlet. Status indicators display the project’s statuses. Graphical stoplights and numbers provide an overview of all late Action items, Issues, Risks, Tasks, and Milestones.
  • The PM Dashboard portlet provides an overview of all projects for which the user is the Project Manager without navigating to and opening each project individually. All critical information related to the project status is displayed in this portlet. Status indicators display the project’s statuses. Graphical stoplights and numbers provide an overview of all late Action items, Issues, Risks, Tasks, and Milestones.
  • The PM Dashboard portlet provides an overview of all projects for which the user is the Project Manager without navigating to and opening each project individually. All critical information related to the project status is displayed in this portlet. Status indicators display the project’s statuses. Graphical stoplights and numbers provide an overview of all late Action items, Issues, Risks, Tasks, and Milestones.
  • Course Description:   This class will provide a list of daily and weekly activities that every project manager should follow to leverage Clarity PPM more effectively.
  • The Project Risk Register report provides visibility into project risks, including detailed information on each risk and its associated items such as notes, action items, tasks, and related risks or issues. Results can be grouped by project or viewed without grouping to support flexible analysis. Interactive visuals make it easy to track, monitor, and manage risks across projects.
  • The Project Risk, Issue, and Change Summary report provides an overview of project health by visualizing risks, issues, and change requests. It includes pie charts that display counts by target resolution or expected close date, as well as by status. A detailed table lists each item’s name, ID, priority, status, category, owner, creation date, and resolution or close date. Results can be grouped by project or viewed without grouping to support flexible analysis and tracking.
  • The Project Schedule report provides visibility into project schedule, including detailed information on days late, status and its associated items such as detailed info of schedule on Phase level, Task level and assignment level. Results are grouped by project in Phase, Task and assignment sections or can be viewed without grouping to support flexible analysis for projects. Interactive visuals make it easy to track, monitor, and manage schedule across projects.
  • The portlet shows the Overall Status and Budget Status and Amounts. It displays one row per project. The portlet shows the following main fields: Overall Status, Budget Status, Capital Budget, Operating Budget, Total Budget, Capital Planed, Operating Planned, Total Planned, Capital Actuals, Operating Actuals, Total Actuals, Budget Variance ($), Budget Variance (%) Displaying the budget variance allows the PM to understand of the project is over / under spent, and thus the costs planning needs to be re-visited.
  • The portlet shows the Overall Status and Budget Status and Amounts. It displays one row per project. The portlet shows the following main fields: Overall Status, Budget Status, Capital Budget, Operating Budget, Total Budget, Capital Planed, Operating Planned, Total Planned, Capital Actuals, Operating Actuals, Total Actuals, Budget Variance ($), Budget Variance (%) Displaying the budget variance allows the PM to understand of the project is over / under spent, and thus the costs planning needs to be re-visited.
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