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The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types. It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources). -
The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types. It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).
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This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right. -
This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right.
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This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right.
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Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include: • Roadmap Details • Resource Investment Demand • Roadmap Financials • Roadmap Investment Gantt • Roadmap Item Gantt • Roadmap Overview – Default Scenarios • Roadmap Overview – Single Roadmap Selection • Scenario Comparison Demo Video - https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7 -
Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include:- Roadmap Details
- Resource Investment Demand
- Roadmap Financials
- Roadmap Investment Gantt
- Roadmap Item Gantt
- Roadmap Overview – Default Scenarios
- Roadmap Overview – Single Roadmap Selection
- Scenario Comparison
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A presentation slide deck from Rego University 2022. A review of the best practices in IT Planning from an Apptio perspective.- Custom layouts
- Bookmarks
- Dropdown and autofill
- Cost object permissions
- Dashboard reports
- Targets
- Change history / Event Log
- Data input enforcement
- Managing archive
- Stay on top of product updates
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Course Description: Do you know what PPM, APM, Agile, ITFM, and other tools are available in the marketplace? Have you taken a strategic look at the key IT processes and tools that exist to support them? Have you been asked to evaluate and recommend a PPM tool? This class will review other ITBM tools and examine their pros and cons. We will also provide six keys to evaluating a PPM solution. -
Course Description: The single biggest risk for CIOs and IT organizations today is not being able to make good spending decisions at the pace of digital business.- Challenges
- Investment Planning
- IT Financial Management
- Agile Financials
- ServiceNow ITFM Capabilities
- Apptio Introduction
- ServiceNow / Apptio Solution
- Best Practices
- Pitfalls to Avoid
- Apptio Details
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Course description: “How does my financial forecast and budget (project/program/portfolio) relate to the department/cost center budgets that finance prepares? Is there a better way to link the two together? This is a topic many organizations struggle with, and this session will review tools and processes that can help solve this problem.” -
Most organizations use CA PPM as part of an annual planning process, in conjunction with an ITFM or financial system. There is often a struggle to know where CA PPM fits into the process and how to effectively connect the data and processes between these tools. In this class, we will discuss how a PPM tool and an ITFM tool fit together to support annual planning. -
Course description: “Learn how to take advantage of the ad-hoc reporting capabilities of Jaspersoft, which comes embedded in CA PPM 14.2 and later. This class is designed to provide hands on exercises to teach individuals how to utilize the power of this new product. As users begin building their own reports and dashboards, the burden on developers will decrease and CA PPM perception and adoption will increase.” Download file is the presentation slide deck. -
Course description: “Learn how to take advantage of the dashboard reporting capabilities of Jaspersoft, which comes embedded in CA PPM 14.2 and later. This class is designed to provide hands on exercises to teach individuals how to utilize the power of this Excelius-like capability. Leveraging the advanced UI features of dashboards, CA PPM perception will increase, giving executives the views they want.” Download file is the presentation slide deck. -
A presentation slide deck from Rego University 2022. An introduction to the use of Jaspersoft Ad Hoc for reporting in Clarity.- Introduction
- Configuration Basics
- Security Basics
- Installing Jaspersoft Studio
- Interface Introduction
- Data Adapter Setup
- Server Connection Setup
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Learn how to take advantage of the ad-hoc reporting capabilities of Jaspersoft, which comes embedded in Clarity 14.2 and later. This class is designed to provide hands on exercises to teach individuals how to utilize the power of this new product. As users begin building their own reports and dashboards, the burden on developers will decrease and Clarity perception and adoption will increase. -
A Rego Base Training Course that reviews the Jaspersoft Ad Hoc Reporting features. Elements include an Overview, Accessing Advanced Reporting, Running a Report, Running an Ad Hoc Report, Saving and Accessing a Saved Report, Creating a Cross Tab View, Creating a Chart, Creating a Dashboard, and Scheduling a Report. -
Course description: “Already have a base understanding of Jaspersoft Studio development? This session will include advanced topics like: duplicating and modifying an OOTB report, Multiple Datasets, Subreports, Charting, Widgets integration, and Crosstabs.” Download file is the presentation slide deck. -
Course Description: Do you already have a basic understanding of Jaspersoft Studio development? This session will include advanced topics like duplicating and modifying an OOTB report, multiple datasets, subreports, charting, widgets integration, and crosstabs. The detailed agenda is as follows: Jaspersoft Advanced – Out-of-the-Box Customization (2 hours) • Discover how to use OOTB reports, OOTB domains, resource bundles, and security access grant schemas. Jaspersoft Advanced – Chart Development (2 hours) • Explore multiple advanced charting techniques and types using built-in charting components, including properties (colors, plot options, sizing, gauges, etc.), dual pie chart, time series, and heat map. Jaspersoft Advanced – Scriptlets (2 hours) • Understand the basics of Jaspersoft Studio scriptlet development, utilizing Java libraries in custom Java classes to perform complex tasks in a simple manner. Jaspersoft Advanced – Roundtable (1 hour) • Understand crystal capabilities missing in Jaspersoft Studio, including sharing examples, report bursting needs, automation needs, and working with internal BI groups. -
A presentation slide deck from Rego University 2021. This course covered configuration basics, security basics, installing JS Studio, Interface introduction, data adapter setup, server connection setup. -
A presentation slide deck from Rego University 2022. An introduction to Jaspersoft Studio for reporting in Clarity.- Introduction
- Configuration Basics
- Security Basics
- Installing Jaspersoft Studio
- Interface Introduction
- Data Adapter Setup
- Server Connection Setup
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Learn the basics of creating Jaspersoft studio reports. This session will walk through basic features and introduce report development utilizing the basic report capabilities of Jaspersoft Studio such as Text Fields, Frames, Static Text, Breaks, Lines and Common Page Information Components, Grouping/Sorting, Status Indicators, Dynamic Images, Input Controls, and Basic Charting. -
Learn the basics of creating Jaspersoft studio reports. This session will walk through basic features and introduce report development utilizing the basic report capabilities of Jaspersoft Studio such as Text Fields, Frames, Static Text, Breaks, Lines and Common Page Information Components, Grouping/Sorting, Status Indicators, Dynamic Images, Input Controls, and Basic Charting.
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You can now directly query your CA PPM SaaS database without the need for VPN. Utilize the open source SQL client SQuirreL to write read-only queries (up to 1000 rows) against the database. -
The Job Schedule Details portlet shows al jobs and displays all of the scheduled and non-scheduled information for those jobs – including the months, days, hours, and minutes. It also displays the last time the job was updated and whether or not the job was custom or a CA job. The portlet will help the administrator understand the current job schedule configuration. The table below describes the available columns in the portlet. The first 10 are configured in the default view:Column Label Description Name Name of the Job Description Description of the Job CA Job? Whether this is CA Job? Yes or No Scheduled Scheduled Status of the Job. Yes or No Months Months the Job is scheduled to run Days Days the Job is scheduled to run Hours Hours the Job is scheduled to run Minutes Minutes the Job is scheduled to run Active Status of Job. Active or Inactive Last Updated Date the Job was Last Updated Code Unique internal Code of the Job Created By Name of Resource who created the Job Date Created Date the Job was created Executable Executable of the Job Job Code Unique Code of the Job Schedule Date Scheduled date of the Job run Type Type Updated By Name of Resource who updated the Job -
The Job Schedule Details portlet shows al jobs and displays all of the scheduled and non-scheduled information for those jobs – including the months, days, hours, and minutes. It also displays the last time the job was updated and whether or not the job was custom or a CA job. The portlet will help the administrator understand the current job schedule configuration. The table below describes the available columns in the portlet. The first 10 are configured in the default view:
Column Label Description Name Name of the Job Description Description of the Job CA Job? Whether this is CA Job? Yes or No Scheduled Scheduled Status of the Job. Yes or No Months Months the Job is scheduled to run Days Days the Job is scheduled to run Hours Hours the Job is scheduled to run Minutes Minutes the Job is scheduled to run Active Status of Job. Active or Inactive Last Updated Date the Job was Last Updated Code Unique internal Code of the Job Created By Name of Resource who created the Job Date Created Date the Job was created Executable Executable of the Job Job Code Unique Code of the Job Schedule Date Scheduled date of the Job run Type Type Updated By Name of Resource who updated the Job -
The Job Schedule Details portlet shows al jobs and displays all of the scheduled and non-scheduled information for those jobs – including the months, days, hours, and minutes. It also displays the last time the job was updated and whether or not the job was custom or a CA job. The portlet will help the administrator understand the current job schedule configuration. The table below describes the available columns in the portlet. The first 10 are configured in the default view:
Column Label Description Name Name of the Job Description Description of the Job CA Job? Whether this is CA Job? Yes or No Scheduled Scheduled Status of the Job. Yes or No Months Months the Job is scheduled to run Days Days the Job is scheduled to run Hours Hours the Job is scheduled to run Minutes Minutes the Job is scheduled to run Active Status of Job. Active or Inactive Last Updated Date the Job was Last Updated Code Unique internal Code of the Job Created By Name of Resource who created the Job Date Created Date the Job was created Executable Executable of the Job Job Code Unique Code of the Job Schedule Date Scheduled date of the Job run Type Type Updated By Name of Resource who updated the Job -
An updated version of our training material for Jaspersoft Ad-Hoc Reporting for Clarity. Introduces Jaspersoft as a reporting tool, explains security, the data warehouse, and JS Domains. Then delves into navigation, running a report, creating an ad-hoc report, saving it, creating a cross tab report, creating a chart, creating a dashboard, and scheduling the report. -
A Quick Reference Guide to assist in the process of creating a chart in Jaspersoft. The guide walks through the steps using screenshots. -
A Quick Reference Guide to assist in the process of creating a crosstab in a Jaspersoft Ad-hoc report. The document uses screenshots to walk you through the process. -
A Quick Reference Guide with tips on creating a Dashboard in Jaspersoft. The document walks through the steps and uses screenshots to show the process. -
A Quick Reference Guide to assist in the process of creating a table in a Jaspersoft Ad-Hoc Report. Uses screenshots to walk you through the process. -
A Quick Reference Guide to assist in creating or adding Calculated Fields or Measures to a Jaspersoft Report. Calculated Fields or Measures can be created and added to a new or existing Ad-Hoc view by applying formulas to the measures. -
A Quick Reference Guide to assist in the process of adding filtering for the data to be presented in a Jaspersoft Report. If a report output contains more information than desired, Jaspersoft Reporting provides an interactive filtering capability so only the necessary data is displayed. The filtering conditions can include fields, numbers, dates and text. Filters can be added to reports as they are being created or adding to saved views. Filters cannot be added to a Report. -
A Quick Reference Guide to assist in the process of running a Jaspersoft Report. Guide walks through the steps and has screen shots to assist in the process. -
A Quick Reference Guide to assist in the process of scheduling a Jaspersoft Report to run. Gives you the steps and shows screen shots to assist with the process.
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