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The My Time portlet provides the logged in user with the ability to view his or her time by project by time period without having to go into each period individually on the Timesheets page. This portlet uses the actual timeslices to retrieve data. It displays the amount of time worked per week, month or quarter on projects. The user may specify the dates, time-scaled value and the project name. The portlet also provides a Total to Date, which shows the total number of actuals for that resource on that assignment. -
This training document is a Rego Consulting Quick Reference Guide to assist with the use of the Staffing Plan in Clarity’s Modern User Experience. This doc references version 16.0.3 views. Document provides information on how to swap between views to see investments by resource or resources by investment. Instructions on filtering are provided, as well as detail on how to update the unit of measure between FTE (Full Time Equivalent) and Hours. Tips are provided on how to expand the list of investments within each view and how to view the properties for the allocations. A Legend is also documented to provide information on each of the icons that are displayed on this page. -
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 placeholder role replacement in Clarity’s Modern User Experience. The document reviews accessing and fulfilling requests. -
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. -
A Quick Reference Guide to assist in the creation of Financial Plans for Ideas in Clarity’s Modern UX. In Modern UX you can only create Manual Financial Plans. Go to Classic if you want to create a Cost Plan from Investment Team a Budget Plan or Benefit Plan. -
A Quick Reference Guide that covers how to staff a Team in Clarity’s Modern UX. It reviewes some of the key terminology, covers Allocation vs. ETC, accessing the Staffing Tab, and viewing time-scaled allocations. -
This document provides an overview of how hierarchical portlets can be exported to MS Excel. The code of a sample hierarchical portlet is explained. The included sample portlet shows a list of projects and the tasks under each project along with actual and assignment hours. The portlet can also be filtered by project and project manager. -
CA has advertised the addition of RESTful APIs into the core product in version 14.3. What does this mean to you? What does this do to help you support CA PPM? This class will review the new APIs and discuss what they enable for you. -
A .pdf file that has the slide by slide presentation at 2015 RegoU on how other companies are using CA PPM. The agenda covers an overview, definitions, business value, key requirements and best practices. -
** No Download - Do not Add to Cart ** KPIs and metrics have been around forever. With the prevalence of Agile integrations and an increased focus on business value, it is time for a reimagining of progress and success measurements in Clarity. In this webinar, Rego expert guides Alyson Poston and Wes McCoubrie will discuss the following: - Metrics you should monitor beyond the traditional Scope, Schedule, Cost and Effort. - Key Agile data you should incorporate into your metrics. - Today’s critical business metrics and key results (OKRs) to track. - What comes out-of-the-box with Clarity, and of those, which ones does Rego recommend you introduce into your organization. ** No Download ** follow this link to sign up to view the recorded webinar - http://info.regoconsulting.com/clarity-kpis-and-metrics-march-2021 -
Effective resource management is vital for delivering successful and profitable projects. Get it right and costs will be controlled, objectives achieved, and deadlines met. Get it wrong and we run the risk of not just project timescales slipping but also margins and competitive advantages eroding. This paper looks at resource management best practices and how we can adopt practices to increase project quality, agility, and efficiency. This White Paper is downloaded from the Rego Consulting site. You will be asked to provide your email address and current ppm tool. - http://info.regoconsulting.com/smarter-resource-mgmt-whitepaper ** No Download - Do not Add to Cart **
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