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A Quick Reference Guide to assist in the process of converting a Idea into an Investment in Clarity. Includes information on adding financial and resource data into the new investment. -
A Quick Reference Guide to assist in the population of the Project Property Details. Reviews accessing and updating the project property details. Also shows alternative in-line edits. -
A Quick Reference Guide that provides an overview of the Common Grid components in Clarity PPM’s Modern UX. Looks at functionality of the Common Grid view, View Options, Adjusting Columns, Details Panel, and Group by Mode. -
The Resource Management training document provides an in-depth guide to resource management. This presentation is designed to provide resource managers with an overview to managing time, inputting users and roles, adjust allocations, availability and more within Clarity’s resource management module. This guide provides step-by-step instructions as well as detailed screenshots to ensure that the learning curve for your resource managers is minimal. -
This tech-trick defines how to run a Jaspersoft report using Rest API -
Are you struggling with the best way to manage new CA PPM releases? In this class you’ll learn the best practice for testing, release cadence, prioritization, and migration to higher environments. We will review strong business cases and discuss roles and process. -
A Quick Reference Card to assist in the creation of Master-Subprojects in CA PPM. -
A Quick Reference Card for configuring List Views in CA PPM. List views are accessed from the Home menu. -
This tech-trick details the steps to convert an ad-hoc view to a report. -
This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks. Useful when you want to make the changes to the project template which has a large WBS structure, and a lot of role assignments to tasks. -
Take your project task information straight from Excel right into CA PPM. Task Name, Start Date, Finish Date and Percent Complete can all be imported or updated directly. Other fields can be added with a short Rego Consulting engagement. Installation of the base app requires 10 hours of Rego Consulting engagement time. Since this item requires Rego staff and hours (see special instructions) to install, download items are informational only. Install files will be utilized by Rego staff. -
Do you want to add interfaces to your CA PPM instance? This class will review the pros and cons of various integration methods and provide best practice on how to handle various interfaces. We’ll walk you through specific interface examples and showcase Rego’s pre-built interface sets you can leverage to reduce the time and cost of implementation.
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