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The My Resources’ Time by Quarter and Type portlet displays all subordinate resources’ time by type for each quarter. The portlet is able to display either actuals or estimates for each resource. This portlet allows the resource manager to see how each of his or her resources’ time is utilized by project type. The user may filter on a specific date range (quarter) and resource OBS. -
The My Resources’ Time by Quarter and Type portlet displays all subordinate resources’ time by type for each quarter. The portlet is able to display either actuals or estimates for each resource. This portlet allows the resource manager to see how each of his or her resources’ time is utilized by project type. The user may filter on a specific date range (quarter) and resource OBS.
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The My Risks portlet displays all risks related to active projects that the logged in user has been assigned as the owner. The portlet provides the logged in user a single place to view risks across multiple projects without having to go into each project individually. The filter then allows the user to narrow their search by Risk ID, Risk Name, Project ID, Project Name, and Risk Status. You may also narrow the view to display issues with a target resolution date or impact date within a certain date range. -
The My Risks portlet displays all risks related to active projects that the logged in user has been assigned as the owner. The portlet provides the logged in user a single place to view risks across multiple projects without having to go into each project individually. The filter then allows the user to narrow their search by Risk ID, Risk Name, Project ID, Project Name, and Risk Status. You may also narrow the view to display issues with a target resolution date or impact date within a certain date range.
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The My Risks portlet displays all risks related to active projects that the logged in user has been assigned as the owner. The portlet provides the logged in user a single place to view risks across multiple projects without having to go into each project individually. The filter then allows the user to narrow their search by Risk ID, Risk Name, Project ID, Project Name, and Risk Status. You may also narrow the view to display issues with a target resolution date or impact date within a certain date range.
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This training document is a Rego Consulting Quick Reference Guide to assist with the My Tasks View in Clarity’s Modern User Experience. Guide shows how Tasks are access by use of the Task icon in the menu. -
The My Time portlet provides the logged in user with the ability to view his or her time by project by time period without having to go into each period individually on the Timesheets page. This portlet uses the actual timeslices to retrieve data. It displays the amount of time worked per week, month or quarter on projects. The user may specify the dates, time-scaled value and the project name. The portlet also provides a Total to Date, which shows the total number of actuals for that resource on that assignment. -
The My Time portlet provides the logged in user with the ability to view his or her time by project by time period without having to go into each period individually on the Timesheets page. This portlet uses the actual timeslices to retrieve data. It displays the amount of time worked per week, month or quarter on projects. The user may specify the dates, time-scaled value and the project name. The portlet also provides a Total to Date, which shows the total number of actuals for that resource on that assignment.
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The My Time portlet provides the logged in user with the ability to view his or her time by project by time period without having to go into each period individually on the Timesheets page. This portlet uses the actual timeslices to retrieve data. It displays the amount of time worked per week, month or quarter on projects. The user may specify the dates, time-scaled value and the project name. The portlet also provides a Total to Date, which shows the total number of actuals for that resource on that assignment.
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Are you on an older version of CA PPM? Do you want to understand the value of the new features and functions in recent versions? Have you seen the new UX and do you wonder when is the right time to move over? This class is a demonstration of the new UX, new features in both classic and new UX, and the value of these features for customers. -
CA has advertised the addition of RESTful APIs into the core product in version 14.3. What does this mean to you? What does this do to help you support CA PPM? This class will review the new APIs and discuss what they enable for you. -
IT is the most common PPM use case, but we are seeing more and more non-IT groups embrace CA PPM. This class will go through the most common PPM use cases outside of IT - Engineering, NPD, PSA, Audit, Marketing, etc. -
Apptio can be used for so much more than App TCO and Service Costing. Let's talk about valuable non-traditional use cases you might want to consider exploring. -
A review of how Northern Trust integrates financial systems with Clarity PPM bilaterally, providing the Finance organization crucial information, and NT Project Managers with a birds-eye view of project financials. Utilizing the Rego Data Extractor and the Rego Data Processor, these information exchanges help Portfolio and Project Managers eliminate their manual and redundant efforts, solidify their overall data accuracy, and dramatically improve the content provided to their Execs for decision-making. -
A review of how Northern Trust integrates financial systems with Clarity PPM bilaterally, providing the Finance organization crucial information, and NT Project Managers with a birds-eye view of project financials. Utilizing the Rego Data Extractor and the Rego Data Processor, these information exchanges help Portfolio and Project Managers eliminate their manual and redundant efforts, solidify their overall data accuracy, and dramatically improve the content provided to their Execs for decision-making. -
Course description: “Are you an NPD CA PPM user? This session is dedicated to NPD users to discuss some of the unique requirements and configurations needed to support project management for new product development.” Download file is the slide deck used for the presentation. -
A presentation slide deck from Rego University 2022. The course outline document for the creation of NSQL Portlets for Clarity.- Multi-Dimensional Portlets
- NSQL Syntax
- Creating a sample portlet
- Limitations
- Common errors and best practices
- Hierarchical Portlets
- NSQL Syntax
- Creating a sample portlet
- Limitations and best practices
- Multi-Dimensional Portlets
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A presentation slide deck from Rego University 2022. The course outline for developing NSQL Portlets, Intermediate Level, for Clarity.- Chart Portlets
- Types / Uses
- Creating a sample portlet
- Limitations
- Drilldown Portlets
- Overview
- Example
- Other Examples and Assets
- Chart Portlets
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A presentation slide deck from Rego University 2022. Broadcom’s presentation on OKRs in an Agile environment.- What are OKRs? Why are they important?
- Why ValueOps for OKRs?
- How do we do this?
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This view depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion. Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis. This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet. The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates. -
This view depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion. Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis. This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet. The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates.
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This view depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion. Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis. This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet. The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates.
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This portlet depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion. Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis. This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet. The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates. The OBS summary totals show on a single line, but can be clicked (+) to roll out the details behind each OBS total. -
This portlet depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion. Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis. This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet. The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates. The OBS summary totals show on a single line, but can be clicked (+) to roll out the details behind each OBS total.
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This portlet depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion. Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis. This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet. The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates. The OBS summary totals show on a single line, but can be clicked (+) to roll out the details behind each OBS total.
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In order for Jaspersoft Studio to interact with your Clarity instance, Jaspersoft Studio needs information to connect to your Clarity instance’s Jaspersoft repository. This Tech Trick provides Instructions on how to get this information from within your Clarity Admin menu. -
Course Description: Does your company have Office 365, but you’re not sure what it can do for you? This session will cover what Office 365 is, including insights into how Office 365 can help your teams work faster and smarter. -
Do you want to understand what other organizations are doing to manage ongoing CA PPM enhancements and releases? This class will review some best practices we have seen within our customers to managing a successful backlog of CA PPM work. -
Course Description: Do you struggle with how to implement a perpetual education program that continues to add value within the organization? This session will discuss best practices in the creation and structuring of an ongoing training and mentoring approach to assist with Clarity PPM adoption. -
The Open and Close Periods process closes the earliest open time period and opens the first closed time period after the latest open time period. This process may be used for a non-administrator to open and close time periods without having access to the administrative side. The process is executed through the job Execute Process. For example, our oldest time period is January 6, and our most recent is May 1, it would close out January 6, and open a time period for the week after May 1. -
The Open and Close Periods process closes the earliest open time period and opens the first closed time period after the latest open time period. This process may be used for a non-administrator to open and close time periods without having access to the administrative side. The process is executed through the job Execute Process. For example, our oldest time period is January 6, and our most recent is May 1, it would close out January 6, and open a time period for the week after May 1.
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The Open and Close Periods process closes the earliest open time period and opens the first closed time period after the latest open time period. This process may be used for a non-administrator to open and close time periods without having access to the administrative side. The process is executed through the job Execute Process. For example, our oldest time period is January 6, and our most recent is May 1, it would close out January 6, and open a time period for the week after May 1.
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A Rego training deck that walks through the various aspects of Open Workbench and offers tips and trick on using the tool to manage projects in sync with Clarity. Covers: Opening a plan, Multiple Staffing, Preference Options, Quick Access Toolbar, Quick Search and Quick Filter, Views and Filters, Copying Plans, Work Breakdown Structure, Dependencies, Assignments, Autoschedule, Baselining and Plan Closure. -
Course Description: Have you heard of change management, but you're not quite sure what it is? This introductory class will provide a high-level overview covering the basics of change management as a practice to help your projects reach their goals and obtain benefits realization more quickly. -
Do you want to know more about building outbound integrations using a flat file placed on an SFTP Server? Does your organization have an external BI tool like Cognos, Tableau, Domo, or Qlikview? This session will review strategies for getting data into your corporate BI tools. We will also show Rego's data extraction tool and how it can be used for all outbound file-based integrations to save money and time. -
The Over/Under Allocation by Resource report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run. The report will pull real-time data from the transaction tables in Clarity. This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Over/Under Allocation by Resource report displays resource remaining capacity amounts by resource. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs.
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