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Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”. The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage. -
Part of the Business Transformation Package, this portlet displays the portfolios with hierarchy (child portfolio(s)). The portlet displays the basic portfolio fields like – manager, stakeholder, etc. A Metrics subpage can be created with the fields on the “Properties – Metrics.”. The fields: Overall Health, Goal Alignment, Innovation Level, Probability of Success are custom fields and can be configured on a subpage.
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The portlet shows which investments within a portfolio has a cost plan and those that do not. For the ones which do have a cost plan, the Cost Plan? Field shows a Green checkmark. For the ones which do not have a cost plan, the Cost Plan? Field shows a Red cross. -
The portlet shows which investments within a portfolio has a cost plan and those that do not. For the ones which do have a cost plan, the Cost Plan? Field shows a Green checkmark. For the ones which do not have a cost plan, the Cost Plan? Field shows a Red cross.
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The portlet shows which investments within a portfolio has a cost plan and those that do not. For the ones which do have a cost plan, the Cost Plan? Field shows a Green checkmark. For the ones which do not have a cost plan, the Cost Plan? Field shows a Red cross.
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A slide deck from Rego’s training class on Portfolio Management using Clarity’s Classic UX. Covers an introduction to Portfolio Management including definition, portfolio contents, PfM roles and responsibilities, how portfolios work, data used, key deliverables, prerequisites for starting PfM, and PfM security. -
Course Description: Do you want to understand the OOTB configuration and functionality of portfolio management? In this class, we will review the OOTB objects, views, and functions of portfolio management. -
A Quick Reference Guide to assist in the use of the Waterline to Optimize Portfolios in Clarity’s Classic UX. Reviews waterline menu, ranking rules, and use of filters. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider.
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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by category for portfolio investments. It uses System Provider: Portfolio Investment Provider.
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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by type of project, for portfolio investments. It uses System Provider: Portfolio Investment Provider. -
Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by type of project, for portfolio investments. It uses System Provider: Portfolio Investment Provider.
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Part of the Business Transformation collection, this pie chart portlet displays realized benefit, grouped by type of project, for portfolio investments. It uses System Provider: Portfolio Investment Provider.
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A Quick Reference Guide to assist in the use of the Portfolio Reporting in Clarity’s Classic UX. Reviews the Scorecard in the Portfolio menu, portlet available, and exporting data as reports. -
Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include: • Change Requests • Cost Trend • Cost • Effort Trend • Effort • Hierarchy Summary • Investment Drill Thru • Investment Gantt • Issue Summary • Milestones • Risk Summary • Staff • Status Report Summary • Tasks Demo Video - https://www.youtube.com/watch?v=UNByLAWJ2Nw&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=4 The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used. -
Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis. Report Views include:- Change Requests
- Cost Trend
- Cost
- Effort Trend
- Effort
- Hierarchy Summary
- Investment Drill Thru
- Investment Gantt
- Issue Summary
- Milestones
- Risk Summary
- Staff
- Status Report Summary
- Tasks
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A Quick Reference Guide for utilizing Portfolio Targets in Clarity’s Classic UX. Reviews the target menu and using breaking down roles for use in portfolios. -
Are you starting a demand/portfolio management implementation, or do you want to compare how you are using these functions vs. others or best practices? In this class we will discuss some best practices from successful customers. -
This Excel document provides a template for mocking up and validating portlet requirements. The template is important to use to help end users visualize the final output of a portlet. Template Defines:- Portlet Name
- Portlet Purpose
- Portlet Description
- Portlet Security
- Portlet Placement
- Portlet Filter Fields/Layout
- Portlet Grid Fields/Layout
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Are you ready to go beyond simple graph and grid portlets? This class will show you how to create and export portlets with hierarchical structure and drill-down capability, and includes examples of advanced portlets and complex queries. -
Course description: “Are you ready to go beyond simple graph and grid portlets? This class will show you how to create and export portlets with hierarchical structure and drill-down capability, and includes examples of advanced portlets and complex queries.” Download file is the presentation slide deck. -
The Portlets and NSQL Queries portlet displays portlets built from queries. The portlet provides the administrator with the ability to search queries developed in the past that may have a certain attribute within it. This is helpful during upgrades when CA makes data model changes. -
The Portlets and NSQL Queries portlet displays portlets built from queries. The portlet provides the administrator with the ability to search queries developed in the past that may have a certain attribute within it. This is helpful during upgrades when CA makes data model changes.
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The Portlets and NSQL Queries portlet displays portlets built from queries. The portlet provides the administrator with the ability to search queries developed in the past that may have a certain attribute within it. This is helpful during upgrades when CA makes data model changes.
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Portlets on Pages displays portlets located on each page within Clarity. This portlet is useful for administrators to determine which users have customized their pages and if they are not seeing a certain portlet, or if a user has placed a portlet on another page and needs help locating it. It also shows the portlet code, name, page the portlet resides on, tab type, who created the tab, source type, and the object/query. -
Portlets on Pages displays portlets located on each page within Clarity. This portlet is useful for administrators to determine which users have customized their pages and if they are not seeing a certain portlet, or if a user has placed a portlet on another page and needs help locating it. It also shows the portlet code, name, page the portlet resides on, tab type, who created the tab, source type, and the object/query.
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Portlets on Pages displays portlets located on each page within Clarity. This portlet is useful for administrators to determine which users have customized their pages and if they are not seeing a certain portlet, or if a user has placed a portlet on another page and needs help locating it. It also shows the portlet code, name, page the portlet resides on, tab type, who created the tab, source type, and the object/query.
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Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse. -
A presentation slide deck from Rego University 2022. The course outline for creation of Power BI Dashboards for Clarity, Beginner Level.- Overview
- Connecting to Data Sources
- Reports and Dashboards
- Creating a Report
- Data Import Options
- Data Transformation
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Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse. -
The PPM Data Dictionary Extractor pulls schema and attribute information from each object in CA PPM and places it in a custom object. The following fields provide details information about each attribute in the CA PPM Instance.- Object Name – The name of the object to which the attribute belongs
- Object Code – The external ID of the object to which the attribute belongs
- Attribute Name – The name of the attribute
- Attribute Code – The external ID of the attribute
- Partition Code – The partition to which the attribute belongs
- Table Name – The database table where the attribute is located
- Column Name – The database column name of the attribute
- Data Type – The data type of the attribute
- Data Size – The character limit of the attribute
- Data Scale – The scale of numeric attributes
- Is Active – Specifies if the attribute is active
- Extended Data Type – The extended type of the attribute (ex: lookup, money, etc.)
- Lookup Name – The name of the attribute’s lookup
- Lookup Type – The external ID of the attribute’s lookup
- Default Value – The default value assigned to the attribute
- API Alias – The REST API alias assigned to the attribute
- Max Value – The maximum value accepted by the attribute
- Min Value – The minimum value accepted by the attribute
- Curve Name – The name of the Curve for Time-Scaled value attributes
- Curve Type – The type of the Curve for Time-Scaled value attributes
- Is Custom – Is the attribute a stock attribute or custom
- Is Auto-Numbered – Is auto-numbering enabled for the attribute
- Is Multi-Valued – Is the attribute a multi-valued lookup
- Is DWH Enabled – Is the attribute enabled for export to the data warehouse
- Is Editable – Is the attribute editable or read-only
- Is Required – Is the attribute required
- Is Virtual – Is the attribute a virtual attribute
- Is Private – Is the attribute a private attribute used by the application behind the scenes
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You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options and robust, portfolio reporting and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more.
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A presentation slide deck from Rego University 2022. A course outline that reviews the reasons for integrating with Clarity and how to do them well.- Why integrate?
- Integration Options
- Most Common Integrations
- Lessons Learned
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Course description: “Are you struggling with decision making processes? This session will show you the ins and outs of how a good governance framework provides the foundation for better project decisions to help achieve goals and finish on time and within budget.” Download file is the presentation slide deck. -
Course description: “Did you implement tool functionality without best practice processes? This class will review some of the critical business processes that we recommend organizations put in place before implementing a PPM tool. We will provide tips and tricks on defining process frameworks while leveraging tools for successful enablement.” Download file is the presentation slide deck.
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