RegoXchange
  • This solution provides an administrator the ability to log into the CA Clarity application as any user in the system.  This ability is especially helpful when troubleshooting user issues and security settings.   (Will not work with On-Demand Instances.)
  • The  Bubble Chart Quick Reference Guide provides the user instructions to customize bubble charts and their color schemes by modifying the query associated with the chart, as well as the portlet options. This is very beneficial as it allows the user to match or blend colors among all of the bubble portlets to better display the information the portlets are delivering. Similar data can be one color while different data can be its own color to better show the overall picture.
  • The Resource Lookups in a Group technical trick provides step-by-step instructions on creating a resource lookup based on members of a particular security group. For some fields, you want to narrow the amount of resources that the resource browse window supplies. By adding the selected users to a specific security group, the administrator may only display those resources in a resource browse window on the application side.
  • Course description: “Are you struggling with deploying Jaspersoft reports between environments? This class will walk through the process and provide some tips and tricks from the experts.”  Download file is the slide deck used during the presentation.
    • Introduction to Power BI and its components
    • Getting Data
    • Mockup – PM and RM Dashboard
    • Publishing and Sharing
    • Best practices and its limitations
    • Tableau Introduction
  • Based on the pre-determined schedule frequency, this job will send an email to Project Managers that have a project meeting the criteria of: project(s) are active and scheduled finish date is less than the current date. This serves as a reminder to Project Managers to keep their schedules true. The contents of the email include a message indicating the project manager has at least one project meeting this criteria and a table indicating the Project ID, Project Name and Scheduled Finish Date.
  • The Enhanced Time Tracking Stalker – RM workflow process automatically sends a single email to Resource Managers which contains a list of any of their resources that have not submitted their timesheet for a prior open time period.  The email informs the RM if their resources are submitting their timesheets on time.  The email includes a table that provides this information for each resource: Resource Name, Time Period, Timesheet Status and Total Hours saved on the timesheet with links to the timesheet in the Modern User Experience of Clarity. These notifications will help to ensure that time is being posted and approved in a timely manner.
  • Course Description:   Have you ever wanted to build portlets that were not limited by Clarity PPM's out-of-the-box portlet types? This class will explore some of the options you can use to build helpful portlets with HTML, including calendars, Kanban boards, tile-based project lists, and some special Star Wars-themed communication portlets.
  • Do you want to understand the OOTB configuration and functionality of financial management?  In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas.  We will cover both classic and new UX highlighting differences.
  • Have you experimented with the modern UX channels, links and new page functionality?  Our technical experts have unlocked these capabilities to allow you to be creative in what you can do within the modern UX.  Come and learn how in this session.
  • Do you want to understand the OOTB configuration and functionality of resource management?  In this class, we will review the OOTB objects, views, and functions of assignments, allocations, and other related areas.  We will cover both classic and new UX highlighting differences.
  • Do you want to understand the OOTB configuration and functionality of project management?  In this class, we will review the OOTB objects, views, and functions of projects, financial plans, tasks/assignments, IRC, and other related areas.  We will cover both classic and new UX highlighting differences.
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