RegoXchange
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation and use of Widgets in Clarity’s Modern User Experience.  It covers the 5 types: Number Tile, Pie, Bar, Progress Ring, and Target.  This doc references version 16.1.2 views.
  • Aligning work to organizational strategy is a fundamental requirement in today’s ever-changing marketplace.  High-performing organizations, however, are moving beyond basic connections to introduce strategic hierarchies that are tied at various levels to real measurements of business value via Objectives and Key Results (OKRs).  Join our Guides as they present key concepts, best practices, and the evolution of strategic alignment.
  • The primary purpose of roles is to determine the amount of resource requests based on unapproved (uncommitted) and approved (committed) projects. Roles are non-named resources which are later allocated to named resources within CA PPM. Using roles is the best way to do "What If" scenario planning and determine needed capacity.  This document assists in making Best Practice decisions around setting up roles in Clarity.
  • This training document is a Rego Consulting Quick Reference Guide to assist with use of the Hierarchies Card View in Clarity’s Modern User Experience.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience.  The document reviews the process to create a benefit plan and then add it to a cost plan.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation and management of Ideas in Clarity’s Modern User Experience.  The document reviews Creating an Idea and Editing of an Idea.
  • A Quick Reference Guide to assist in using the Hierarchies Grid view in Clarity’s Modern UX.   The Hierarchy grid provides the ability to create new hierarchies, filter, add fields to the gird, save and load views, export the list of hierarchies and review the details of a hierarchy.
  • A Quick Reference Guide to assist in the creation of Roadmaps in Clarity’s Modern UX.  Reviews adding Investments to the Roadmap and then syncing.
  • A Quick Reference guide to assist in the creation and management of project cost and budget plans in Clarity’s Modern UX.  Reviews the access of project details from the Project Grid or Tile views, creation of a cost and budget plan, and edits to those plans.
  • A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab.  Reviews accessing the Task Tab, manage task in the Grid, Board and Timeline views.
  • All Skills report provides project managers a single place to view number of resources having a particular skill and its detailed information. This report contains a bar graph and a grid. Top Skills by Resource:  Bar graph that displays # of resources having a particular skill. Y- Axis represents various skills available in the system. Resource and Skill details grid:  Grid that displays information such as Skill, its parent skill, Skill path, Skill Description, Resource having that skill & his proficiency and interest level in that skill. You can further narrow your search by Parent Skills, Skills and Resource.
  • Project Count by Stage report has Stacked Column chart that displays count of Projects by Stage such as Initiation, Building, Planning etc. Also, there is a table view with Project ID, Project Name, Project Manager and Actual hours details.  User can further narrow their search by OBS Type & Path.
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