RegoXchange
  • Bar Chart displays average percent variance for all active projects by OBS unit.  Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100.  Projects with no Budgeted Cost are ignored for the calculation.  Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance.  This yields the Average Percent Variance.  This calculation is performed for active projects in each OBS unit.  OBS units include all units at all levels where projects are attached.  Portlet filterable by OBS, Financial Status, and Financially Approved.  Vertical axis = OBS Unit Name.  Horizontal axis = Variance Percent.  Data value = Average Percent Variance.  Mouseover value = OBS Name + Average Variance Percent.
  • Bar Chart displays average percent variance for all active projects by OBS unit.  Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100.  Projects with no Budgeted Cost are ignored for the calculation.  Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance.  This yields the Average Percent Variance.  This calculation is performed for active projects in each OBS unit.  OBS units include all units at all levels where projects are attached.  Portlet filterable by OBS, Financial Status, and Financially Approved.  Vertical axis = OBS Unit Name.  Horizontal axis = Variance Percent.  Data value = Average Percent Variance.  Mouseover value = OBS Name + Average Variance Percent.
  • Bar Chart displays average percent variance for all active projects by OBS unit.  Percent variance = Planned Cost - Budgeted Cost / Budgeted Cost * 100.  Projects with no Budgeted Cost are ignored for the calculation.  Then all project variance percentages are algebraically added (some may be negative), and divided by total projects with a variance.  This yields the Average Percent Variance.  This calculation is performed for active projects in each OBS unit.  OBS units include all units at all levels where projects are attached.  Portlet filterable by OBS, Financial Status, and Financially Approved.  Vertical axis = OBS Unit Name.  Horizontal axis = Variance Percent.  Data value = Average Percent Variance.  Mouseover value = OBS Name + Average Variance Percent.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Budget Plans in Clarity’s Modern User Experience.  The document reviews submission of a cost plan for approval, approving or rejecting submitted budgets and Budget Plan facts.
  • This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs.
  • This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs.
  • This portlet shows the variance between the budgeted cost and the planned cost for projects. This allows for the variance to be displayed between what was planned and what was approved. This provides the PMs with the ability to better plan the costs.
  • Join us in this session as we guide you through building a TBM Transformation Journey Map, ensuring strategic alignment between your TBMO and the organization. We'll cover essential steps, such as emphasizing past accomplishments, mapping TBM goals to business objectives, describing deliverables and outcomes, and creating a communication map. Learn how to effectively align your TBM initiatives with key strategic goals and value delivery.
  • 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
  • Do you want to know more about building integrations using CA PPM's web services? This session will be a hands-on lab to build a web service-based integration and discuss situations where other web services can be used.
  • A Quick Reference Card to assist in the building of Power Filters in CA PPM.  A power filter is a custom filter that searches a list page by criteria you define. Only one power filter can be created for a list page.
  • A presentation slide deck from Rego University 2022.   This course reviewed the value of a strategic roadmap for TBM.
    • Defining the Value of a Strategic Roadmap
    • Roadmapping Methodology
    • Best Practices
    • TBM Roadmap Examples
  • This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks.   Useful when you want to make the changes to the project template which has a large WBS structure, and a lot of role assignments to tasks.
  • Are you struggling with implementing Agile tools in your organization in addition to CA PPM? This class will review best practices for implementing agile tools in conjunction with CA PPM - living in a Bi-Modal world. We will discuss how CA PPM can be used to govern both types of work and teams and how Agile tools should interface into CA PPM.
  • Course Description: “For clients that have both ServiceNow and CA PPM, passing information between the systems becomes vital for the enterprise with both ITSM and PPM toolsets. One of the biggest areas of interaction is around Demand Management. Come and see Rego's Integration solution which flexibly allows for ServiceNow records (Incident, Problem, Idea, Enhancement, and Demands) to generate CA PPM Ideas or Projects. This lets you control where you want to perform Demand Management, and the work lands in CA PPM's Project either way.”  Download is the slide deck used for the presentation.
  • This course will provide an overview of CA PPM Demand Management functionality. Topics include:
    • What is Demand Management?
    • Accessing and Creating Ideas
    • Staffing the Idea Team
    • Creating and Approving Idea Financial Plans
    • Idea Conversion to another Investment Type
    • Accessing and Creating Incidents
    • Adding Incident Tasks to a Project
  • Are you considering the use of CA PPM's benefits tracking for planned and/or realized benefits?  This session will be a review of common use cases for putting benefits forecasts and realized benefits into CA PPM along with the reporting available out of the box and within RegoXchange.
  • Calendar View report provides a view of Projects, Milestones or Tasks that has finish date within the user selected month. User has the flexibility to choose to Calendar view as Monthly or Weekly and also number of periods that needs to be displayed in the report. Report can be filtered to show only Projects or Milestones or Tasks with the checkboxes provided. It can also be further filtered using Project Manager and Project OBS parameters.
  • Canada Life shares their Clarity Implementation experience, and the lessons learned from the process.
  • The Capacity Graph - Investment portlet displays Availability, Allocations, Assignments and Actuals for active resources in a single project. This portlet pulls from timeslices and allows the user to filter on weekly, monthly, or quarterly data. This portlet provides a Project Manager with a simple way to analyse:  Allocations vs. Actuals and Allocations vs. ETC.  Depending on metric goals, the graph allows the user to determine where areas of improvement may exist.
  • The Capacity Graph - Investment portlet displays Availability, Allocations, Assignments and Actuals for active resources in a single project. This portlet pulls from timeslices and allows the user to filter on weekly, monthly, or quarterly data. This portlet provides a Project Manager with a simple way to analyse:  Allocations vs. Actuals and Allocations vs. ETC.  Depending on metric goals, the graph allows the user to determine where areas of improvement may exist.
  • The Capacity Graph - Investment portlet displays Availability, Allocations, Assignments and Actuals for active resources in a single project. This portlet pulls from timeslices and allows the user to filter on weekly, monthly, or quarterly data. This portlet provides a Project Manager with a simple way to analyse:  Allocations vs. Actuals and Allocations vs. ETC.  Depending on metric goals, the graph allows the user to determine where areas of improvement may exist.
  • The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data.  The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse:  Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability.  The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to view.
  • The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for a Clarity user in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data.  The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides a Clarity user with a simple way to analyse their:  Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability.  The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint.
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