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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. -
Course description: “It’s easy to focus on the “cool” new features of the latest release and overlook the impact on specific End Users, and how they actually use new features and modules. Focusing on what Users need and want may not be easy, but it will lead to greater engagement, strong adoption and increase value of CA PPM. Join Empowered Networks for this session to discuss how to leverage User Personas in configuring CA PPM.” -
Portlet to quickly show License Compliance for all license types. Simply Enter your License Limits in the filter – The portlet will display the three license types in a grid format with compliance chart and RYG Icons. -
Portlet to quickly show License Compliance for all license types. Simply Enter your License Limits in the filter – The portlet will display the three license types in a grid format with compliance chart and RYG Icons.
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Portlet to quickly show License Compliance for all license types. Simply Enter your License Limits in the filter – The portlet will display the three license types in a grid format with compliance chart and RYG Icons.
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The License Count by OBS portlet displays license type information by a selected OBS for active users. The portlet is used to determine what kind of license a specific user has and the OBS in which he or she resides. It can be helpful for determining specific amount of licenses used by different departments within the organization. -
The License Count by OBS portlet displays license type information by a selected OBS for active users. The portlet is used to determine what kind of license a specific user has and the OBS in which he or she resides. It can be helpful for determining specific amount of licenses used by different departments within the organization.
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The License Count by OBS portlet displays license type information by a selected OBS for active users. The portlet is used to determine what kind of license a specific user has and the OBS in which he or she resides. It can be helpful for determining specific amount of licenses used by different departments within the organization.
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The primary purpose of roles is to determine the amount of resource requests based on unapproved (uncommitted) and approved (committed) projects. Roles are non-named resources which are later allocated to named resources within CA PPM. Using roles is the best way to do "What If" scenario planning and determine needed capacity. This document assists in making Best Practice decisions around setting up roles in Clarity. -
This training document is a Rego Consulting Quick Reference Guide to assist with the adding of URL links and use of the conversation functionality in Clarity’s Modern User Experience. -
The Lock Inactive Users workflow process will automatically lock all user accounts when their last login date was more than 60 days ago. The process can be scheduled to run daily or can be run on demand when resource account cleanup is needed. -
The Lock Inactive Users workflow process will automatically lock all user accounts when their last login date was more than 60 days ago. The process can be scheduled to run daily or can be run on demand when resource account cleanup is needed.
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The Lock Inactive Users workflow process will automatically lock all user accounts when their last login date was more than 60 days ago. The process can be scheduled to run daily or can be run on demand when resource account cleanup is needed.
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The Locked Projects portlet displays all of the projects in the system that are currently in a ‘locked’ state. The user may view the project ID, Project Name, Project Manager, the user who locked the project, the user's email address, and the date the project was locked. Administrators may utilize the data in this portlet in order to determine if a manual unlock should be executed on a project that has been locked for an extended period of time. Extended locks may indicate the individual has forgotten that he or she had obtained the lock. The portlet includes a hyperlink on the Project Name field, which will allow the administrator to more easily access and unlock the project as well as an email link to mail the user who locked the project. -
The Locked Projects portlet displays all of the projects in the system that are currently in a ‘locked’ state. The user may view the project ID, Project Name, Project Manager, the user who locked the project, the user's email address, and the date the project was locked. Administrators may utilize the data in this portlet in order to determine if a manual unlock should be executed on a project that has been locked for an extended period of time. Extended locks may indicate the individual has forgotten that he or she had obtained the lock. The portlet includes a hyperlink on the Project Name field, which will allow the administrator to more easily access and unlock the project as well as an email link to mail the user who locked the project.
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The Locked Projects portlet displays all of the projects in the system that are currently in a ‘locked’ state. The user may view the project ID, Project Name, Project Manager, the user who locked the project, the user's email address, and the date the project was locked. Administrators may utilize the data in this portlet in order to determine if a manual unlock should be executed on a project that has been locked for an extended period of time. Extended locks may indicate the individual has forgotten that he or she had obtained the lock. The portlet includes a hyperlink on the Project Name field, which will allow the administrator to more easily access and unlock the project as well as an email link to mail the user who locked the project.
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The Locked Resources portlet displays all resources that are locked within Clarity. It also displays the resource manager and last updated date for the user. The portlet can be filtered on resource manager and last updated date range. This portlet can be used by an administrator to determine which resources are locked by the system. -
The Locked Resources portlet displays all resources that are locked within Clarity. It also displays the resource manager and last updated date for the user. The portlet can be filtered on resource manager and last updated date range. This portlet can be used by an administrator to determine which resources are locked by the system.
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The Locked Resources portlet displays all resources that are locked within Clarity. It also displays the resource manager and last updated date for the user. The portlet can be filtered on resource manager and last updated date range. This portlet can be used by an administrator to determine which resources are locked by the system.
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The Manage Risk Categories document provides the steps needed to modify the current system-defined list of values for the Risk categories -
A presentation slide deck from Rego University 2022. This course taught an Agile approach to managing finances.- IT Planning Essentials
- Common Practices & Challenges
- Leading IT Planning Approaches
- Continuous Planning vs Annual Planning
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Course Description: Does your IT organization struggle with IT budgeting and annual planning? Does your annual budget and planning process take months? This session explores leading approaches and purpose-built tools to shorten your budget cycle, align resources to business needs, and plan resources into future years while reducing errors and manual effort. -
A Quick Reference Guide to assist in managing a Custom Investment in Clarity’s Modern UX. Reviews accessing the Custom Investment Link and navigating the tabs. -
This training document is a Rego Consulting Quick Reference Guide to assist with management of Custom Investments in Clarity’s Modern User Experience. The document reviews navigation to a custom investment and then the various tabs related to the management of the investment. -
Rego’s training materials for Managing Portfolios in Clarity. The slide deck was put together using Clarity version 15.4.1. This course will describe how to:- Organize Portfolios
- Define Portfolio Properties
- Build Portfolio Contents and Synchronization
- Define Portfolio Targets
- Utilize the Portfolio Waterline
- Ranking Investments
- Scenario Planning
- Portfolio Analysis and Outputs
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A Quick Reference Guide that assists in managing project tasks in Clarity’s Modern UX via the Classic Gantt. Reviews how to open the Project Scheduler and use of the Gantt View. -
A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab. Provides a quick review of WBS, accessing the Task List Tab, the associate Sub Tabs, task level conversations, Task To Do’s, Task Assignments, and Task Properties. -
A Quick Reference Guide to assist in managing project task in Clarity’s Modern UX via the Task List Tab. Reviews accessing the Task Tab, manage task in the Grid, Board and Timeline views. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of Clarity’s PPM Gantt. -
Rego’s course materials for managing projects with Clarity PPM. This slide deck is created using Clarity version 15.6 and focuses on the Classic user interface. The course material covers the following:- Project Management Overview
- Managing Projects
- Staff the Team
- Work Breakdown Structure (WBS)
- Resource Assignments to Tasks
- Clarity PPM Autoschedule
- Financial Management
- Risks, Issues, and Change Requests
- Controlling a Project
- Program Management
- Portlets and Reports
- Clarity PPM New UX – Life of the PM Interface
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A presentation slide deck from Rego University 2022. This document reviews the options for managing schedules outside of the Clarity tool.- Introduction to scheduling
- Why use an external scheduler?
- Who uses what?
- Scheduler-Specific Decision Factors
- Discussion: Scheduler Challenges
- Tips to help user adoption
- Is it time to just use Clarity?
- Microsoft Project OOTB or The Rego Connector?
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In Jaspersoft Studio, Static Text and Text Fields can display text with markup instead of plain text. This allows a wide variety of customization to how the text is displayed. This Tech Trick provides Instructions on how to use this feature of Jaspersoft Studio. -
How do I mature my portfolio planning? What is my organization's next steps in maturing our portfolio planning processes, and how can CA PPM or other tools help? This class will review industry trends related to portfolio planning and talk about what each organization should aspire to portfolio processes. -
A presentation slide deck from Rego University 2022. This course was a review of the power of perception and how to improve on the adoption of Apptio.- The Perception of Apptio
- The Perception of Adoption
- Driving Adoption
- Measuring Success
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Are you struggling with Apptio user engagement and adoption? Do you struggle to get stakeholders to provide data or executives to log in to Apptio? If you've spent time, energy, and funding to develop a great TBM program but are not seeing the engagement you want, this session is for you. We will show you how to drive Apptio adoption and improve stakeholder engagement. -
Have you ever experienced the downside of metrics? This class is a working session that review different types of metrics and the problems they uncover as well as the problems they can cause. Learn how to balance your positive and negative metric impacts.
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