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What should I expect to see within my organization related to PPM over the next couple of years? How should I prepare my PMs, PMOs, or myself to embrace the new trends within the industry. This class will share Rego's observations on industry trends within PPM. -
A presentation by the Broadcom leadership on the meaning of ValueOps and the future of Clarity and Rally. -
A presentation by the Broadcom leadership on the meaning of ValueOps and the future of Clarity and Rally. -
Course Description: This unique session is divided into presentation and open discussion segments, where we will focus on offering philosophies and practical tips to increase the wisdom we have about ourselves as we navigate our corporate lives. Using conscious leadership principles as a guide, we will cover topics such as empathy in the workplace, understanding and working through internal drama, and the benefits of meditation and silence. -
The Last Logged In portlet provides the administrator with an overview of all users within the system and the last time he or she logged into Clarity. Using this portlet, administrators can quickly cleanup any inactive users or provide a list of users to managers that are not logging into the system. The portlet provides several pieces of information related to the resource as well as a “Days Since Last Login” with a status indicator. The administrator may filter on resource/id, OBS, user status, resource manager, or last logged in date to narrow down the results. -
The Last Logged In portlet provides the administrator with an overview of all users within the system and the last time he or she logged into Clarity. Using this portlet, administrators can quickly cleanup any inactive users or provide a list of users to managers that are not logging into the system. The portlet provides several pieces of information related to the resource as well as a “Days Since Last Login” with a status indicator. The administrator may filter on resource/id, OBS, user status, resource manager, or last logged in date to narrow down the results.
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The Last Logged In portlet provides the administrator with an overview of all users within the system and the last time he or she logged into Clarity. Using this portlet, administrators can quickly cleanup any inactive users or provide a list of users to managers that are not logging into the system. The portlet provides several pieces of information related to the resource as well as a “Days Since Last Login” with a status indicator. The administrator may filter on resource/id, OBS, user status, resource manager, or last logged in date to narrow down the results.
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The Late Issues portlet displays all issues related to active projects that the logged in user has view rights to. The issues displayed are those that are past their target resolution date but not Closed or Resolved. The portlet provides a Project Manager the ability to view and track issues across multiple projects without going into each project individually. This portlet displays the issue, the associated project name and project manager, as well as the issue owner, target resolution date, status, and priority of the issue, along with the total number of days the issue has been open. The user has the ability to filter by several criteria in order to narrow down the late issues. -
The Late Issues portlet displays all issues related to active projects that the logged in user has view rights to. The issues displayed are those that are past their target resolution date but not Closed or Resolved. The portlet provides a Project Manager the ability to view and track issues across multiple projects without going into each project individually. This portlet displays the issue, the associated project name and project manager, as well as the issue owner, target resolution date, status, and priority of the issue, along with the total number of days the issue has been open. The user has the ability to filter by several criteria in order to narrow down the late issues.
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Late Issues report provides the Project Managers a single place to view all the Open Issues that are past their target resolution date. This report provides information such as Issue Count, Issues by OBS Level 2, Priority, Status and Target Resolution Date in Stacked Column Chart. In addition, this report has also Table view of Issue information such as Investment Name, Issue Name, Investment Manager, Issue ID, Owner, Target Resolution Date, Status and Priority. User can further narrow their search by OBS Type & Path and Target Resolution Date. -
The Late Milestones portlet displays all action items related to active projects that the logged in user has view rights to. The milestones displayed are those that are not closed but are past their finish date or past their baseline finish date. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. This portlet provides a single consolidated view of late milestones based on the current project baseline, and the age of the milestone. The portlet will display the Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (calculated from baseline dates), and Days Old (calculated from today’s date). -
The Late Milestones portlet displays all action items related to active projects that the logged in user has view rights to. The milestones displayed are those that are not closed but are past their finish date or past their baseline finish date. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. This portlet provides a single consolidated view of late milestones based on the current project baseline, and the age of the milestone. The portlet will display the Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (calculated from baseline dates), and Days Old (calculated from today’s date).
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The Late Milestones portlet displays all action items related to active projects that the logged in user has view rights to. The milestones displayed are those that are not closed but are past their finish date or past their baseline finish date. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. This portlet provides a single consolidated view of late milestones based on the current project baseline, and the age of the milestone. The portlet will display the Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (calculated from baseline dates), and Days Old (calculated from today’s date).
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Late Milestones report displays the list of all milestones that are not closed but are past their finish date or past their baseline finish date. The report provides Project Manager the ability to view and track late milestones across multiple projects without going into each project individually. This report displays Project ID, Project Name, Project Manager, Milestone Name, Due Date, Baseline Date, Days Late (Elapsed days between Task Finish date and Task Baseline Finish date), and Days Old (Elapsed days between Task Finish Date and Today's Date). User can further narrow their search by Project ID, Project Name, Project Manager Name, Milestone Name, Due Date between, Baseline Date between, Is Milestone?, Is late?, Task Status, Is Template?. User can use exact dates or relative dates for Due Date between and Baseline Date between filter parameters. -
The Late Project Action Items portlet displays all action items related to active projects that the logged in user has view rights to. The action items displayed are those that are past their due date with a status of “In Progress” or “Open”. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. In a single consolidated list, all late project action items can be easily viewed, along with the project with which they are associated, the individual assigned, and the owner of the action item. -
The Late Project Action Items portlet displays all action items related to active projects that the logged in user has view rights to. The action items displayed are those that are past their due date with a status of “In Progress” or “Open”. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. In a single consolidated list, all late project action items can be easily viewed, along with the project with which they are associated, the individual assigned, and the owner of the action item.
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The Late Project Action Items portlet displays all action items related to active projects that the logged in user has view rights to. The action items displayed are those that are past their due date with a status of “In Progress” or “Open”. The portlet provides a Project Manager the ability to view and track action items across multiple projects without going into each project individually. In a single consolidated list, all late project action items can be easily viewed, along with the project with which they are associated, the individual assigned, and the owner of the action item.
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The Late Risks portlet displays all risks related to active projects that the logged in user has view rights to. The risks displayed are those that are past their target resolution date but not Closed or Resolved. The portlet provides a Project Manager the ability to view and track Risks across multiple projects without going into each project individually. This portlet displays the risk, the associated project name and project manager, as well as the risk owner, target resolution date, status, priority of the risk, and the total number of days the risk has been open. -
The Late Risks portlet displays all risks related to active projects that the logged in user has view rights to. The risks displayed are those that are past their target resolution date but not Closed or Resolved. The portlet provides a Project Manager the ability to view and track Risks across multiple projects without going into each project individually. This portlet displays the risk, the associated project name and project manager, as well as the risk owner, target resolution date, status, priority of the risk, and the total number of days the risk has been open.
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All Risks report provides the project manager a single place to view risks across multiple projects. This report displays Project Information such as ID, Name & Manager, Risk Information such as its ID, Name, Owner, Status, Probability, Impact, Target Resolution Date & Days Open. You can further narrow your search by Risk Status, Risk Name Risk Impact, Risk Owner, Project Name and Project Manager. -
Late Risk report provides the Project Managers a single place to view all the Open Risks that are past their target resolution date. This report provides information such as Risk Count, Risks by OBS Level 2, Priority, Status and Year in Stacked Column Chart. In addition, this report has also Table view of Risk information such as Investment Name, Risk Name, Investment Manager, Risk ID, Owner, Target Resolution Date, Status, Priority and Days Open. User can further narrow their search by OBS Type & Path and Target Resolution Date. -
The Late Tasks portlet provides a Project Manager the ability to view and track tasks across multiple projects with due dates in the past. This portlet provides a single consolidated view of late tasks, their task start and finish date, and ETCs remaining for the task. Also displayed is the number of days that the Task Finish Date is different from the current baseline finish date (Days Late) as well as the number of days that have passed beyond the task finish date and the current date (Days Old). The user will see all tasks associated with the projects to which they have access. -
The Late Tasks portlet provides a Project Manager the ability to view and track tasks across multiple projects with due dates in the past. This portlet provides a single consolidated view of late tasks, their task start and finish date, and ETCs remaining for the task. Also displayed is the number of days that the Task Finish Date is different from the current baseline finish date (Days Late) as well as the number of days that have passed beyond the task finish date and the current date (Days Old). The user will see all tasks associated with the projects to which they have access.
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The Late Tasks portlet provides a Project Manager the ability to view and track tasks across multiple projects with due dates in the past. This portlet provides a single consolidated view of late tasks, their task start and finish date, and ETCs remaining for the task. Also displayed is the number of days that the Task Finish Date is different from the current baseline finish date (Days Late) as well as the number of days that have passed beyond the task finish date and the current date (Days Old). The user will see all tasks associated with the projects to which they have access.
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Late Tasks report provides the Project Managers a single place to view all the Tasks that are past their baseline finish date. This report provides information such as Investment ID, Investment Name, Investment Manager, Task Name, Start Date, Finish Date, ETC Hours, Days Old and Days Late in Table view. User can further narrow their search by OBS Type & Path, Investment Manager, Investment Name and whether the Task is a Milestone or not. -
Late Tasks with Assignments report displays the list of all Tasks (with their Total ETC Hours) that are not closed but are past their finish date or past their baseline finish date. The report provides Project Manager the ability to view and track late tasks across multiple projects without going into each project individually. This report displays Project Name, Project Manager, Task Name, Task Status, Task Start Date, Task Finish Date, Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date). User can further narrow their search by Task Name, Task Status, Project ID, Project Name, Project Manager, Is Milestone?, Is late?, Task Start Date, Task Finish Date and Is Template?. User can use exact dates or relative dates for Task Start Date and Task Finish Date filter parameters. -
Course Description: Are you using an older version of Clarity PPM? Do you want to understand the value of new features and functions in recent versions? This class is a demonstration of the new features and the value of these features for customers. -
Are you on an older version of Clarity? Do you want to understand the value of the new features and functions in recent versions? This class is a demonstration of the new features and the value of these features for customers. -
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
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Are you on an older version of Clarity? Do you want to understand the value of the new features and functions in recent versions? This class is a demonstration of the new features and the value of these features for customers. -
Launch a Team chat with your users directly from the Clarity PPM tool. This is a good way to collaborate with the team and users for any quick update or interaction. This is a scheduled process in Clarity named Sync MS Team Launching Chat URL and will be scheduled to run for various frequency. When the process kick in it will be setting the Team link into the custom URL attribute of the Resource, which can be used to Launch Team chat from the tool. Sync Process come with two parameters for the Support team, which they can use as per there environment configurations. These two Gel parameters for quick configuration are:- launchMSTeamField: parameter for the Custom Resource Field to store Launch URL
- emailAddressField: parameter for field to pick mail address in SRM_RESOURCES table
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With every new PPM process, the organization must adopt change. Change is constant in an organization. This session will talk about keys to successfully leading change vs. just implementing change in your organization. -
A presentation slide deck from Rego University 2022. This document reviews the importance and principles of Organizational Change Management.- Why is Organizational Change Management Important?
- Impacts of not recognizing the need for an Organization Readiness (OR) Plan
- What are the components of Organizational Change Management?
- Considerations and activities for building a good OR Plan
- How to execute Organizational Change Management
- Framework – Proven Methodologies and Tools
- Q&A
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Lean Portfolio Management (LPM) is one of the most researched and in demand topics for modern enterprises. Come learn what LPM is, key LPM practices and roles needed for success, and how Clarity and Rally provide end to end visibility from strategy to execution. -
Lean Portfolio Management (LPM) is one of the most researched and in demand topics for modern enterprises. Come learn what LPM is, key LPM practices and roles needed for success, and how Clarity and Rally provide end to end visibility from strategy to execution. -
Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more.
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