RegoXchange
  • A Quick Reference Guide to assist in the creation of portfolios and adding investments in Clarity’s Classic UX.  Reviews the steps to create a portfolio, process of adding the investments, and syncing the data.
  • A Quick Reference Card to assist in the creation of Program Milestones in CA PPM.  This can be done from the Tasks Tab or from the CA PPM Gantt.
  • A Quick Reference Guide to assist in creating a project from a template in Clarity’s Classic UX.  Document uses screen shots to walk through the process.  Document uses the Phoenix Theme.
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Risks, Issues and Changes in Clarity’s Modern User Experience.  Document covers both the creation and management of these items.
  • A Quick Reference Guide to assist in the creation of risks, issues and change requests in Clarity.  The document show this with screenshots from the Classic UX with the Phoenix theme.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creating and management of a project team in Clarity’s Modern User Experience.  The document reviews accessing teams, creating a team, allocating a team on an investment, as well as additional team related information.
  • PMOs/EPMOs are feeling some pressure from Agile disruptors in their organizations. Some Agile purists insist that they can do everything with an Agile tool and no PMO governance, but this really isn’t the case. If you belong to a PMO or EPMO, this session will help you to better collaborate with your Agile counterparts in finding better and more holistic solutions to value delivery. Tips on how to use Agile principles in your talking points will also be shared.
  • PMOs/EPMOs are feeling some pressure from Agile disruptors in their organizations. Some Agile purists insist that they can do everything with an Agile tool and no PMO governance, but this really isn’t the case. If you belong to a PMO or EPMO, this session will help you to better collaborate with your Agile counterparts in finding better and more holistic solutions to value delivery. Tips on how to use Agile principles in your talking points will also be shared.
  • The Current Proxies portlet provides a user with an overview of all the resources in the system currently using a proxy. This portlet is helpful to determine a proxy if a user is currently out of the office. The portlet provides several pieces of information related to the resource including: resource names, proxy, start date, end date, days remaining, total days, and if the proxy is active.  The user may filter by resource name, proxy name, proxy status (defaults to Yes), and start/end dates (defaults to the current date).
  • The Current Proxies portlet provides a user with an overview of all the resources in the system currently using a proxy. This portlet is helpful to determine a proxy if a user is currently out of the office. The portlet provides several pieces of information related to the resource including: resource names, proxy, start date, end date, days remaining, total days, and if the proxy is active.  The user may filter by resource name, proxy name, proxy status (defaults to Yes), and start/end dates (defaults to the current date).
  • The Current Proxies portlet provides a user with an overview of all the resources in the system currently using a proxy. This portlet is helpful to determine a proxy if a user is currently out of the office. The portlet provides several pieces of information related to the resource including: resource names, proxy, start date, end date, days remaining, total days, and if the proxy is active.  The user may filter by resource name, proxy name, proxy status (defaults to Yes), and start/end dates (defaults to the current date).
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