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“Rego Health Check” is a UI Friendly, Clarity Studio created add-in that allows environment administrators to create configurations which can be executed on a recurring basis to ensure the environment is running optimally. It allows the Clarity admin to run an Infrastructure Health Check and Status Summary, Application Health Check, and Business-related Checks. This is a RegoLink product that is available for purchase. The download materials provide more information on this product. Contact your Rego Account Director for more information. -
This course will review the benefits of utilizing Rego’s Action Item Responder for a variety of tasks in Clarity. Email responses can be used in many cases to forgo logging into Clarity to carry out tasks. -
Learn how Rego has invested $4.5 million dollars over the past two year to develop innovative enhancements and tools to get the most out of your investment in Clarity. -
A presentation slide deck from Rego University 2022. A course outline document reviewing the innovative offerings from Rego. This course reviewed RegoXchange, Action Item Responder, Excel Data Manager, and innovations around Office 365. -
This deck provides an overview of the current and upcoming Rego Innovations. -
A presentation slide deck from RegoU 2023. This course covered innovation items that Rego has created to enhance the usability for Apptio. -
A presentation slide deck from RegoU 2023. This course covered the work that Rego has done over the past year as well as upcoming innovations to enhance Clarity. -
Converts one Investment type to another investment type. Functionality • One investment type instance converted to another investment type • Investment object level attributes are copied over by default • Investment sub-objects can be chosen to be copied • The attributes and sub-objects to be copied to must be api enabled • Can convert from non api enabled object like other work to api enabled Custom CIT • Attribute mapping does not support multivalued lookups yet • If auto-numbering is not enabled for target investment type of the sub-objects, an ID will be auto-generated. • Associated risks and issues will not be copied over • Target investment status will be "Unapproved" • If there are Mandatory target investment type attributes either o use a template to convert where having a value in the attribute is not mandatory or Have a default value in the mandatory field defined on the object • If effort task creation is enabled, the effort task will also be brought over. o The effort task will appear with custom code if a investment template is used for conversion • The allocations will extend to the finish of the new investment if investment template is used which has tasks • Almost 500 instances of sub-objects are supported at this point. • The values in lookups need to be active or the process will error out • All required attributes must be api enabled -
The Rego PowerBI Reporting Suite features close to 100 free PowerBI reports, designed to enhance project management and reporting capabilities. -
The Rego Roadmap Conversion process provides the ability to create investments, from Roadmap Items. - Create a roadmap and populate it with Roadmap Item(s). It is useful to create a custom view which contains the attributes needed in the project, or Custom Investment, to be created.
- Create a view to be used to help with the Conversion process. It should include: -
- Roadmap Item: This will become the Investment Name
- Convert to: The type of investment to be created.
- Conversion - Use Template: The template to use in the conversion process.
- Sync Status: The status of the conversion process
- Sync Message: additional details for the conversion process
- In addition, check the Scenario that is selected.
- In the Properties > Actions menu select Convert to Investment
- This will initiate the conversion process and will select the roadmap items that: -
- have no linked to set.
- have both the Convert to and Conversion Use Template selected.
- If any of these details are empty the roadmap item will be ignored.
- The Sync Status and Sync Message will be updated to show whether the conversion has completed successfully, or not.
- The Linked to will be populated with the newly created investment.
- There is a Roadmap Action Log which can be accessed via Custom Objects. This is useful for administrators and tracks all actions undertaken by the Conversion Process. A history of the conversions completed, and their sync status and messages can be accessed from here.
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