RegoXchange
  • Have you considered using Rally in conjunction with Clarity?  Have you seen or heard about the OOTB connector?  This class will go through the OOTB connector in detail and show how Rego has built our ad-on to enhance the connectivity between these two tools.
  • Have you considered using Rally in conjunction with Clarity?  Have you seen or heard about the OOTB connector?  This class will go through the OOTB connector in detail and show how Rego has built our ad-on to enhance the connectivity between these two tools.
  • A presentation slide deck from Rego University 2022.   Chipotle presented on taking automation to a different level.  Loblaw on Data Integrity.  UKG presented on Business Rules.  University of Rochester presented on better data, better conversations, and better decisions.
  • A presentation slide deck from Rego University 2022.   Presentations by Erie Insurance, University of California, San Francisco, and The Hershey Company.
  • A presentation slide deck from RegoU 2023.  This course covered existing Clarity customers sharing what they do well in their implementation of Clarity.  Customers were Tyson, HCSC, and Erie Insurance.
  • A presentation slide deck from RegoU 2023.  This course covered existing Clarity customers sharing what they do well in their implementation of Clarity.  Customers were Tyson, HCSC, and Erie Insurance.
  • This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI à Collaboration tab or via the New UX Documents module.  Clicking on the File Name downloads the file, clicking on the Options gear allows users to export the list to Excel.
  • This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI à Collaboration tab or via the New UX Documents module.  Clicking on the File Name downloads the file, clicking on the Options gear allows users to export the list to Excel.
  • This Portlet allows users to quickly access Documents they uploaded into Projects via the Classic UI à Collaboration tab or via the New UX Documents module.  Clicking on the File Name downloads the file, clicking on the Options gear allows users to export the list to Excel.
  • A presentation slide deck from Rego University 2022.   Document used for Broadcom’s presentation on Collaborative Work Management.
    • Real Life Stories – Why this is so important
    • Overview and Latest Enhancements
    • Demonstration and Use Cases
  • Are you looking to extend your investment in Clarity and share it with other stakeholders in your company? We know organizations today are looking for cool collaborative ways to work. Come check out what Clarity has to offer.
  • This training document is a Rego Consulting Quick Reference Guide to assist with use of the Common Grid.   You can find the grid throughout the application to manage projects, tasks, roadmaps, ideas, and timesheets to name a few.  The QRG reviews View Options, Column Adjustments, the Details Panel and more.
  • The Communications Object allows a user to send an html-based email to all users on a project, in a security group, or to individual users directly from Clarity.  An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger and send the email. Auto Start Solution: An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger. On Demand Solution: All emails could be sent together as a broadcast communication by running the process manually from the Organizer. This process could also be scheduled to run on a specific time using Jobs The table below describes the available columns on the object.
    Column Label Description
    From Who the email is coming from
    Sent To Individual users the message should send to
    Send to Group Security groups the message should send to (users within the security groups)
    Message Project Team Should this message be sent to a project team
    Associated Investment If Message Project Team is checked, which project should the team list be pulled from
    Message Subject Subject line of the email
    Message Content Body of the email (html)
    Message date Internal code used by the query
    Either of the on-demand process or auto start process should be active at a time. The package provides two Processes: 1.  Send Notification (ID:rego_send_notification) This is an auto start process. The notification is sent immediately when a new entry is created on the Communication object. Only one email notification will be sent for one entry. Any updates to the same entry will not trigger any new notifications. 2.  Email Communication (ID:rego_email_comm) This is an on-demand process that could be run from the Organizer. This send notification to all the entries on the Communication objects for which a communication was not already sent. This process does not have a Primary object. The processes are designed to work both in Oracle and Postgres environment. If the DB vendor information from Properties.xml is Postgres the SQL query for Postgres will be called. If not, the default SQL is Oracle. Important Note: Either of the processes should be active for an Implementation. If both the processes are active the on-demand process has no effect and will never send any communication. All object entries have a sent flag which will be marked whenever a notification is sent. Both the processes set the same flag on the object instance. Only with admin DB rights this flag could be overwritten. Object Name:Communication Object ID: rego_communication Flag Attribute Name: Sent (Id: rego_sent)
  • The Communications Object allows a user to send an html-based email to all users on a project, in a security group, or to individual users directly from Clarity.  An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger and send the email. Auto Start Solution: An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger. On Demand Solution: All emails could be sent together as a broadcast communication by running the process manually from the Organizer. This process could also be scheduled to run on a specific time using Jobs The table below describes the available columns on the object.
    Column Label Description
    From Who the email is coming from
    Sent To Individual users the message should send to
    Send to Group Security groups the message should send to (users within the security groups)
    Message Project Team Should this message be sent to a project team
    Associated Investment If Message Project Team is checked, which project should the team list be pulled from
    Message Subject Subject line of the email
    Message Content Body of the email (html)
    Message date Internal code used by the query
    Either of the on-demand process or auto start process should be active at a time. The package provides two Processes: 1.  Send Notification (ID:rego_send_notification) This is an auto start process. The notification is sent immediately when a new entry is created on the Communication object. Only one email notification will be sent for one entry. Any updates to the same entry will not trigger any new notifications. 2.  Email Communication (ID:rego_email_comm) This is an on-demand process that could be run from the Organizer. This send notification to all the entries on the Communication objects for which a communication was not already sent. This process does not have a Primary object. The processes are designed to work both in Oracle and Postgres environment. If the DB vendor information from Properties.xml is Postgres the SQL query for Postgres will be called. If not, the default SQL is Oracle. Important Note: Either of the processes should be active for an Implementation. If both the processes are active the on-demand process has no effect and will never send any communication. All object entries have a sent flag which will be marked whenever a notification is sent. Both the processes set the same flag on the object instance. Only with admin DB rights this flag could be overwritten. Object Name:Communication Object ID: rego_communication Flag Attribute Name: Sent (Id: rego_sent)
  • The Communications Object allows a user to send an html-based email to all users on a project, in a security group, or to individual users directly from Clarity.  An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger and send the email. Auto Start Solution: An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger. On Demand Solution: All emails could be sent together as a broadcast communication by running the process manually from the Organizer. This process could also be scheduled to run on a specific time using Jobs The table below describes the available columns on the object.
    Column Label Description
    From Who the email is coming from
    Sent To Individual users the message should send to
    Send to Group Security groups the message should send to (users within the security groups)
    Message Project Team Should this message be sent to a project team
    Associated Investment If Message Project Team is checked, which project should the team list be pulled from
    Message Subject Subject line of the email
    Message Content Body of the email (html)
    Message date Internal code used by the query
    Either of the on-demand process or auto start process should be active at a time. The package provides two Processes: 1.  Send Notification (ID:rego_send_notification) This is an auto start process. The notification is sent immediately when a new entry is created on the Communication object. Only one email notification will be sent for one entry. Any updates to the same entry will not trigger any new notifications. 2.  Email Communication (ID:rego_email_comm) This is an on-demand process that could be run from the Organizer. This send notification to all the entries on the Communication objects for which a communication was not already sent. This process does not have a Primary object. The processes are designed to work both in Oracle and Postgres environment. If the DB vendor information from Properties.xml is Postgres the SQL query for Postgres will be called. If not, the default SQL is Oracle. Important Note: Either of the processes should be active for an Implementation. If both the processes are active the on-demand process has no effect and will never send any communication. All object entries have a sent flag which will be marked whenever a notification is sent. Both the processes set the same flag on the object instance. Only with admin DB rights this flag could be overwritten. Object Name:Communication Object ID: rego_communication Flag Attribute Name: Sent (Id: rego_sent)
  • The Communications Portlet - Simple portlet provides a simple mechanism to communicate with Clarity users.  The content of the porlet can be edited easily through the Portlet administration screens within Clarity. This is a very beneficial method of delivering messages to your Clarity users all at the same time.
  • The Communications Portlet - Simple portlet provides a simple mechanism to communicate with Clarity users.  The content of the porlet can be edited easily through the Portlet administration screens within Clarity. This is a very beneficial method of delivering messages to your Clarity users all at the same time.
  • In this session we will explore complex cloud use cases you can manage within ApptioOne, including accruals, forecasting, multi-cloud chargeback, RI waste analysis, and reallocations. Additionally, we will discuss Cloud Business Management reporting and its role in driving accountability, optimizing cloud spend, and creating custom reports for various roles. Join us to learn how ApptioOne can empower you to navigate today's multi-cloud environments and enhance your cloud management strategy.
  • The Concatenate Multi-Value Lookup into One Field for Display Purposes technical trick provides an overview of how to group or concatenate the various levels and values of a Multi-Value lookup into one field in both Oracle and SQL Server environments. This allows the lookup values to be more easily displayed in a portlet. The function concatenates the values together using a choice of delimiter, which then allows the multi-value lookup to be viewed as one portlet column, in the same manner as any other object attribute.
  • The Concatenate Multi-Value Lookup into One Field for Display Purposes technical trick provides an overview of how to group or concatenate the various levels and values of a Multi-Value lookup into one field in both Oracle and SQL Server environments. This allows the lookup values to be more easily displayed in a portlet. The function concatenates the values together using a choice of delimiter, which then allows the multi-value lookup to be viewed as one portlet column, in the same manner as any other object attribute.
  • The concepts of creativity are tools and habits that help you and your team become more creative. During this session, you will learn simple tricks and methods to encourage a more creative work environment. Join this session to learn how to structure effective team meetings, workshops and all-inclusive ideation sessions. Even learn about some great work habits to boost your career!
  • Styles can be applied to reports in two ways. The first is to select the item and apply a style directly to it.  The other is to apply a style to an entire report. When an item has had a style directly applied to it the application of a style to the entire report will not change the styles with manual styles applied. The manual styles override the entire report style application. This trick shows you how to find and remove manual styles.
  • Course Description:   If I build a process in the Classic UI, does it still get triggered in the Modern UX? If I add a new attribute in the Classic UI, how will it be exposed in the Modern UX? This class will focus on the setup of Clarity PPM's Modern UX. It will include topics like turning on the Modern UX, setting up links, using blueprints, and configuring tiles and objects. We will explain how the Modern UX and the Classic UI interact when it comes to administration.
  • A Quick Reference Card for configuring List Views in CA PPM.  List views are accessed from the Home menu.
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