RegoXchange
  • A presentation slide deck from Rego University 2022.   This document reviews the changes to Clarity with the release of version 16.0.3.
    • Roadmap Enhancements
    • Checklists and To-Dos
    • Project and CIT List Enhancements
    • Sub-Object Enhancements
    • Customer Requests
  • A presentation slide deck from Rego University 2022.   An overview of Rego’s Digital Ecosystem Assessment offering.   A holistic assessment that evaluates the current state of your project management practices across the following 4 key business areas to compare against industry best practice.  Rego will then develop recommendations for a future state.
    • People
    • Process
    • Technology
    • Governance
  • A presentation slide deck from Rego University 2022.   This document reviews the principles of Scaled Agile Framework.
    1. Understanding Agile, Scrum, and Kanban
    2. The Limits of Team Agile
    3. Scaling Agile
  • The Rego: Transfer Primary Skill process updates the primary skill on the team object by running the process with the execute process job. The process takes the primary skill that is on the resource object and moves it to all of that resource's team records where the primary skill on the team record is null.  Utilizing these fields and process provide a quick way to determine what skill each resource is bringing to the project. This process makes the transition seamless from resource primary skill to team primary skill.
  • The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure.  The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
  • The Users Logged In portlet displays all users logged into the system. This portlet is helpful to determine the capacity during peak times, users still working before downtime, and the ability to view users logged in during the day. The portlet will display the resource, ID, OBS unit, OBS path, and when the user’s session was last updated.
  • The Time By Resource and Investment - PM portlet shows time spent on projects where the logged in user is the project manager.  This portlet is used to get a snapshot of investments and the time that has been put against them at the individual resource level for the projects that user has access to. This portlet is used for determining what resources have put time against specific investments and can be used to see where resources are spending their time or to help rationalize ETCs for remaining work for planning purposes. The portlet may be filtered by time-scale, date, resource or investment to narrow the search results.
  • The Time By Resource and Investment - PM portlet shows time spent on projects where the logged in user is the project manager.  This portlet is used to get a snapshot of investments and the time that has been put against them at the individual resource level for the projects that user has access to. This portlet is used for determining what resources have put time against specific investments and can be used to see where resources are spending their time or to help rationalize ETCs for remaining work for planning purposes. The portlet may be filtered by time-scale, date, resource or investment to narrow the search results.
  • This portlet displays the actual hours resources entered against investments. The per-period actual hours can be showed in days, weeks, months, quarters, or years. The data can be filtered by Resource, Resource Manager, OBS Unit, Investment and time period
  • This portlet displays the actual hours resources entered against investments. The per-period actual hours can be showed in days, weeks, months, quarters, or years. The data can be filtered by Resource, Resource Manager, OBS Unit, Investment and time period
  • The Time by Investment portlet displays time logged to investments for all investments the logged in user has security rights to view using data from timeslices. It is capable of displaying the data by annual, quarterly, monthly, weekly, and daily segments with totals per date also being presented. The portlet may can be filtered by investment, resource OBS, and time segments.  This portlet can be used as a management and governance tool to review aggregate hours posted to investments by time period.
  • The Time by Investment portlet displays time logged to investments for all investments the logged in user has security rights to view using data from timeslices. It is capable of displaying the data by annual, quarterly, monthly, weekly, and daily segments with totals per date also being presented. The portlet may can be filtered by investment, resource OBS, and time segments.  This portlet can be used as a management and governance tool to review aggregate hours posted to investments by time period.
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