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Data Extraction for User License Output – Oracle

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This Portlet can be used to define User License Output information including the following:

Resource
Resource User Name
Resource Id
Email
Resource Manager
Resource Manager Email
Primary Role
Employment Type
Org Structure Path
Org Structure Lowest Unit
Last Logged in Date
User License
Right License
Access Right
Access Right Type
Access Right to OBS
Granted Through Type
Granted Through (Security Group)
Access Right Description

Filters Include:

Resource OBS
Resource
Resource Manager
Primary Role
Employment Type

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GEL Scripts | Introduction – RegoU 2023

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Have you never used GEL within Clarity? This class will teach you the basics of leveraging GEL within your workflow process. It’s one of the most powerful and underutilized capabilities in Clarity for updating objects, sending emails, and XOGing. This class is designed for those that have never used GEL before.

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Jaspersoft Studio | Beginner – RegoU 2023

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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.

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Visualizations & Dashboards | Best Practice & Sharing – RegoU 2023

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Are you looking for some great examples of dashboards? We know you can’t get enough of them and neither can we! Come to this session to see a host of new reports that Rego has created! This session will review a host of pre-built dashboards in use today that can spark ideas for you to implement in your company. Learn about the Rego approach and method for how we prioritized which reports to create and how we gathered requirements from our Rego experts to target content you need!

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Financial Best Practices for Enterprise Agile – RegoU 2023

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This session offers practical solutions to financial challenges faced in enterprise agile environments. Participants will learn best practices for budgeting, forecasting, capitalization, and labor cost allocation, as well as both short-term tactical advice and longer-term strategic insights. The session covers topics such as participatory budgeting, flipping the iron triangle, and funding teams, products, and capabilities instead of projects.

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Actuals/ETC/Allocations per Resource – Oracle

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The portlet displays posted time by project for the logged in user based on time period and date range. This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to. The actuals are displayed per month in the form of TSVs.

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Clarity Hidden Pages – View and Unlock Security Locks

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The CA Clarity Hidden Page Security Locks document provides an overview of how to view and remove the locks currently being held on the system using the Security Locks hidden page.

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Jaspersoft Ad Hoc Reporting

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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.

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Group Rights – SQL

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The Rego Group Rights portlet is a useful list view for functional administrators. It provides a flat view of all the Global, OBS and Instance rights that have been granted to all the groups in Clarity. It can be further filtered by just the rights type and/or the security group. It is also possible to export out to file in spreadsheet (csv, xlsx) or PowerPoint formats with OOB Clarity functionality.

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Project Estimation Module – Oracle

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The Rego Estimation Module Provides a more accurate estimate earlier in the idea/project lifecycle.

Is applied consistently so it can be improved.
Retains the data in Clarity to enable analysis.
Provides ongoing feedback by comparing estimates to current EAC.
Provides historical record of estimating for projects overall as well as change requests.

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QRG – Roadmaps – Creating Roadmaps & Adding Investments – Modern UX 16.0.2

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This training document is a Rego Consulting Quick Reference Guide to assist with creation of Roadmaps and the adding of investments to Roadmaps in Clarity’s Modern User Experience. This doc references version 16.0.2 views. Document provides detail on the Import from PPM function, Import from CSV as well as manual creation of Roadmap items. Detail is provided on how to create a manual Roadmap item from the Grid View, Timeline View or Board View. Instructions are also provided on how to synchronize a Roadmap.

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Custom Investments QRG – MUX

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This training document is a Rego Consulting Quick Reference Guide to assist with creating Custom Investments in Clarity’s Modern User Experience. The document reviews creating a Custom Investment Type and creating a Custom Investment Record.

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