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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. -
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 use of the Task List Tab to manage project tasks in Clarity’s Modern User Experience. Document reviews the Task List Tab, and the Task Tab Sub Tabs. -
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. -
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. -
** No Download - Do not Add to Cart ** One thing that impacts a successful project outcome more than anything else is the people resourced to do the work. Yet Resource Management is often the last part of Clarity PPM to be used because users can view it as complicated and intimidating. It doesn’t need to be. In this webinar, Rego’s expert guide Michelle Merriam-Day will walk you through the three key components to successfully using Resource Management in your organization: - Quantify your capacity - Establish investment-level demand - Leverage foundational view for analysis. There is no download for this content. Follow the link to view - http://info.regoconsulting.com/3-steps-basic-resource-management-april-2021 -
A Quick Reference Card to assist in the creation of project level dependencies. You can create dependency relationships that exist between investments in a portfolio using the dependencies page of project or program properties. A dependency can occur when a task in an investment requires to be completed before a task in another investment can begin. -
The Transaction Adapter – is a text based CSV file which automates the importing of monthly non labor financial data into Clarity directly from your financial system. This integration eliminates the need to create non-labor transactions manually in Clarity and will provide more accurate project, program, and portfolio financial reporting. -
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. -
The Action Item Reassignment – Workflow provides the ability to reassign an action item(s) that has been sent out to a resource. You first choose the resource who currently has the action item(s) sitting in their queue. Next, you choose the resource you want to reassign the action item(s) to. Finally, you select one to many action items you want to re-associate before running the process. After all the fields are set, the process can be run which will re-associate the action items from one resource to the other.
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