RegoXchange
  • Learn about the various techniques and emerging methods companies are taking to capitalize Agile work. You'll learn how some companies are moving away from timesheets and using models based on story points and team rates to generate capitalization reporting.
  • You can now directly query your CA PPM SaaS database without the need for VPN. Utilize the open source SQL client SQuirreL to write read-only queries (up to 1000 rows) against the database.
  • 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.
  • The Communications Object allows a user to send an html-based email to all users on a project, in a security group, or to individual users directly from Clarity.  An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger and send the email. Auto Start Solution: An email can be sent by creating a new entry on the Communication List page, upon saving a new entry the email process with trigger. On Demand Solution: All emails could be sent together as a broadcast communication by running the process manually from the Organizer. This process could also be scheduled to run on a specific time using Jobs The table below describes the available columns on the object.
    Column Label Description
    From Who the email is coming from
    Sent To Individual users the message should send to
    Send to Group Security groups the message should send to (users within the security groups)
    Message Project Team Should this message be sent to a project team
    Associated Investment If Message Project Team is checked, which project should the team list be pulled from
    Message Subject Subject line of the email
    Message Content Body of the email (html)
    Message date Internal code used by the query
    Either of the on-demand process or auto start process should be active at a time. The package provides two Processes: 1.  Send Notification (ID:rego_send_notification) This is an auto start process. The notification is sent immediately when a new entry is created on the Communication object. Only one email notification will be sent for one entry. Any updates to the same entry will not trigger any new notifications. 2.  Email Communication (ID:rego_email_comm) This is an on-demand process that could be run from the Organizer. This send notification to all the entries on the Communication objects for which a communication was not already sent. This process does not have a Primary object. The processes are designed to work both in Oracle and Postgres environment. If the DB vendor information from Properties.xml is Postgres the SQL query for Postgres will be called. If not, the default SQL is Oracle. Important Note: Either of the processes should be active for an Implementation. If both the processes are active the on-demand process has no effect and will never send any communication. All object entries have a sent flag which will be marked whenever a notification is sent. Both the processes set the same flag on the object instance. Only with admin DB rights this flag could be overwritten. Object Name:Communication Object ID: rego_communication Flag Attribute Name: Sent (Id: rego_sent)
  • The Timesheet Detail 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 Timesheet Detail report displays timesheet entries for a resource and time period. The timesheet entries include tasks, other time, incidents, and indirect time. The report shows the timesheet hours by day and in total, with any notes related to the time entry.
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Status Reports in Clarity’s Modern User Experience.  This doc references version 16.0.3 views. Document covers the creation of Status Reports via the Status Module as well as the Status Report Module. Detail is provided on the widgets that can be used within the Status Report canvas as well as instructions on how to configure the canvas. Detail is also provided on how to Preview and Publish status reports.
  • This training document is a Rego Consulting Quick Reference Guide to assist with General Navigation in Clarity’s Modern User Experience.  This doc references version 16.0.2 views.  Doc reviews the Menu Bar and User Tool Bar. Document provides instructions on how to access blueprints, create a new blueprint and edit the fields available on the blueprint. Detail is also provided on how to update the modules, rules and actions associated with a blueprint. Instructions are listed to show the user how to modify the create from template page, how to add a new channel and how to set a default blueprint.  Tips on the user of the API Attribute ID are also provided.
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the population of project properties in Clarity’s Modern User Experience.  Documents starts with accessing the project via the Tile module.  Then shows how to update properties in the Details page and in the Project List.
  • This training document is a Rego Consulting Quick Reference Guide to assist with Task management under the Task Tab in Clarity’s Modern User Experience.  Document reviews the three task views available: Timeline view, Board view and Grid view.
  • This training document is a Rego Consulting Quick Reference Guide to assist with setting up financial plans for ideas in Clarity’s Modern User Experience.  The document reviews Ideas Cost Plans and Idea Budget Plans.
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