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Have you ever thought about tracking customer feedback as part of your project closure? This class will show how lessons learned can be entered and tracked within CA PPM. -
The Resources in Security Groups portlet shows security group information for resources. (Note: the information displayed is dependent on what the user has security rights to view.) The portlet displays the Group, Group ID, if the Group is active, Resource, User Name and User Status. This portlet also includes the ability to filter on a specific group or resource, by whether the group is active, by user status or OBS. -
This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience. This doc references version 16.3 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View. Instructions are also provided on how to synchronize a Roadmap. -
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 -
This training document is a Rego Consulting Quick Reference Guide to assist with the updating, synchronizing and deleting of Roadmap investments in Clarity’s Modern User Experience. This doc references version 16.2.1 views. Detail is provided on how to update individual Roadmap items within the Grid View, Timeline View and Board View. Included are instructions on how to synchronize Roadmap investments and how to delete an investment from a Roadmap.
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This training document is a Rego Consulting Quick Reference Guide to assist with Allocations Timeline in Clarity’s Modern User Experience. This doc reviews the Investment Timeline and the Resource Histogram sections of the Allocations Timeline.
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This training document is a Rego Consulting Quick Reference Guide to assist with the creation and editing of Tasks in the Timeline View of Clarity’s Modern User Experience. This doc references version 16.2.1 views. Doc covers how to create a new task in the Timeline View, how to insert sibling or insert child tasks, how to set Milestones, access the Details pane and add resource Assignments. Also details how to move tasks by clicking and dragging within the Timeline View.
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Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse. -
How do you prioritize work? In many organizations, the traditional forced ranking scale (1-x) alone isn’t sufficient. There are financial and resource constraints to consider. We must align with strategic objectives, OKRs, or business outcomes. So how do we go about creating a plan which layers in-flight and proposed work within all these considerations, to create a balanced and prioritized roadmap? How do you drive priorities without driving yourself crazy? In this session, we will share best practices and lessons learned. You will get a hands-on exploration of practical, realistic, and flexible approach to satisfy your organization’s planning needs. -
Do you want to understand Best Practice of configuration and functionality for demand management? In this class, we will review the OOTB objects, views, and functions of demand management. -
This process emails a log file, as an attachment, to the specified email address. This is useful for On-Demand clients to be able to view the entire log file instead of just a partial one in the “security.logs” hidden page. -
A Quick Reference Guide that covers task assignments in Clarity’s Modern UX. The guide reviews the Assignment Tab and updating ETC via two options.
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