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The Portlets and NSQL Queries portlet displays portlets built from queries. The portlet provides the administrator with the ability to search queries developed in the past that may have a certain attribute within it. This is helpful during upgrades when CA makes data model changes. -
Portlets on Pages displays portlets located on each page within Clarity. This portlet is useful for administrators to determine which users have customized their pages and if they are not seeing a certain portlet, or if a user has placed a portlet on another page and needs help locating it. It also shows the portlet code, name, page the portlet resides on, tab type, who created the tab, source type, and the object/query. -
Portlets on Pages displays portlets located on each page within Clarity. This portlet is useful for administrators to determine which users have customized their pages and if they are not seeing a certain portlet, or if a user has placed a portlet on another page and needs help locating it. It also shows the portlet code, name, page the portlet resides on, tab type, who created the tab, source type, and the object/query.
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Portlets on Pages displays portlets located on each page within Clarity. This portlet is useful for administrators to determine which users have customized their pages and if they are not seeing a certain portlet, or if a user has placed a portlet on another page and needs help locating it. It also shows the portlet code, name, page the portlet resides on, tab type, who created the tab, source type, and the object/query.
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Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse. -
A presentation slide deck from Rego University 2022. The course outline for creation of Power BI Dashboards for Clarity, Beginner Level.- Overview
- Connecting to Data Sources
- Reports and Dashboards
- Creating a Report
- Data Import Options
- Data Transformation
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Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse. -
The PPM Data Dictionary Extractor pulls schema and attribute information from each object in CA PPM and places it in a custom object. The following fields provide details information about each attribute in the CA PPM Instance.- Object Name – The name of the object to which the attribute belongs
- Object Code – The external ID of the object to which the attribute belongs
- Attribute Name – The name of the attribute
- Attribute Code – The external ID of the attribute
- Partition Code – The partition to which the attribute belongs
- Table Name – The database table where the attribute is located
- Column Name – The database column name of the attribute
- Data Type – The data type of the attribute
- Data Size – The character limit of the attribute
- Data Scale – The scale of numeric attributes
- Is Active – Specifies if the attribute is active
- Extended Data Type – The extended type of the attribute (ex: lookup, money, etc.)
- Lookup Name – The name of the attribute’s lookup
- Lookup Type – The external ID of the attribute’s lookup
- Default Value – The default value assigned to the attribute
- API Alias – The REST API alias assigned to the attribute
- Max Value – The maximum value accepted by the attribute
- Min Value – The minimum value accepted by the attribute
- Curve Name – The name of the Curve for Time-Scaled value attributes
- Curve Type – The type of the Curve for Time-Scaled value attributes
- Is Custom – Is the attribute a stock attribute or custom
- Is Auto-Numbered – Is auto-numbering enabled for the attribute
- Is Multi-Valued – Is the attribute a multi-valued lookup
- Is DWH Enabled – Is the attribute enabled for export to the data warehouse
- Is Editable – Is the attribute editable or read-only
- Is Required – Is the attribute required
- Is Virtual – Is the attribute a virtual attribute
- Is Private – Is the attribute a private attribute used by the application behind the scenes
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You can’t wait, integrate! Clarity is highly capable of being the center of a hub and spoke ecosystem for your project delivery. With flexible integration options and robust, portfolio reporting and decision support functionality, Clarity will help you consolidate data from multiple systems of record into one source of truth. Join this class to see common use cases for optimizing a PPM delivery value stream that cuts across a diverse suite of applications, including HR, Finance, ITSM, Agile, Work Management, and many more.
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A presentation slide deck from Rego University 2022. A course outline that reviews the reasons for integrating with Clarity and how to do them well.- Why integrate?
- Integration Options
- Most Common Integrations
- Lessons Learned
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Course description: “Are you struggling with decision making processes? This session will show you the ins and outs of how a good governance framework provides the foundation for better project decisions to help achieve goals and finish on time and within budget.” Download file is the presentation slide deck. -
Course description: “Did you implement tool functionality without best practice processes? This class will review some of the critical business processes that we recommend organizations put in place before implementing a PPM tool. We will provide tips and tricks on defining process frameworks while leveraging tools for successful enablement.” Download file is the presentation slide deck. -
“Of course we have a plan for PPM!” This might be the response of any organization that’s considering PPM or has a solution in place. But having the technology doesn’t necessarily mean having an effective plan for it. This white paper breaks down what it means to have a strategic PPM roadmap, and why your organization should always keep it current and close at hand. We’ll define the elements that make a roadmap effective and provide seven reasons it can make the business journey worthwhile. 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/ppm-roadmap-white-paper ** No Download - Do not Add to Cart ** -
A presentation slide deck from Rego University 2022. A course outline for strategic planning for your PPM Tool.- Defining the Value of a Strategic Roadmap
- Roadmapping Methodology
- Best Practices
- Real-World Examples
- Long-Term Focus
- Short-Term Focus
- Annual Planning Support
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A presentation slide deck from Rego University 2022. This document reviews the discussion around AI and the more realistic option of Predictive Modeling that exists in the near future of PPM. Then the group worked on ideas to bring to PPM tools via PM.- Predictive Modeling / AI Trend
- Why are we here? Goals for this session
- Creativity Workshop - Brainstorming
- Summary of Themes
- Qualify top Themes
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Learn what you need to do today to be ready for the AI Innovation coming our way. -
The process is built to clear the random timesheet locks that happens occasionally. There are three Processes and one lookup component and one job definition in the package.- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
- The Lookup PRLock Check (Timesheet) (Id: REGO_PRLOCK_CHECK) should be used to update the GEL parameters for the above process.
- PRLock (Timesheets) Record Removal All (ID: rego_prlk_rc_rmv_all) This deletes ALL prtimesheet locks.
- Rego Remove Timesheet Locks (ID: rego_rmv_ts_locks). This process is run as a job “PrLock Clear for Timesheet Locks” which performs the same functionality as the above two processes. The process and job definition are separate XOG files.
- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
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The process is built to clear the random timesheet locks that happens occasionally. There are three Processes and one lookup component and one job definition in the package.
- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
- The Lookup PRLock Check (Timesheet) (Id: REGO_PRLOCK_CHECK) should be used to update the GEL parameters for the above process.
- PRLock (Timesheets) Record Removal All (ID: rego_prlk_rc_rmv_all) This deletes ALL prtimesheet locks.
- Rego Remove Timesheet Locks (ID: rego_rmv_ts_locks). This process is run as a job “PrLock Clear for Timesheet Locks” which performs the same functionality as the above two processes. The process and job definition are separate XOG files.
- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
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The process is built to clear the random timesheet locks that happens occasionally. There are three Processes and one lookup component and one job definition in the package.
- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
- The Lookup PRLock Check (Timesheet) (Id: REGO_PRLOCK_CHECK) should be used to update the GEL parameters for the above process.
- PRLock (Timesheets) Record Removal All (ID: rego_prlk_rc_rmv_all) This deletes ALL prtimesheet locks.
- Rego Remove Timesheet Locks (ID: rego_rmv_ts_locks). This process is run as a job “PrLock Clear for Timesheet Locks” which performs the same functionality as the above two processes. The process and job definition are separate XOG files.
- PRLock (Timesheets) Record Removal (ID: rego_prlock_rec_rmvl). This process requires PRNAME, PRTABLENAME and PRRECORDID from PRLock Table.
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Course Description: Does your organization struggle to understand your fully burdened TCO for the applications that enable your business? Do you use spreadsheets and disparate data sources to manually calculate TCO? This session explores the data sources needed to calculate the fully burdened TCO for applications. We will also cover marketplace tools that allow you to track spending, providing trends of applications broken down by run and development costs. -
The Process Instance Errors portlet will show all processes that error. This portlet will assist the administrator with determining which processes are in error and whether to skip, retry, or cancel. It will display the process name, code, start date, and who initiated the process. You may also filter by any of the criteria listed in the grid. -
The Process Instance Errors portlet will show all processes that error. This portlet will assist the administrator with determining which processes are in error and whether to skip, retry, or cancel. It will display the process name, code, start date, and who initiated the process. You may also filter by any of the criteria listed in the grid.
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The Process Instance Errors portlet will show all processes that error. This portlet will assist the administrator with determining which processes are in error and whether to skip, retry, or cancel. It will display the process name, code, start date, and who initiated the process. You may also filter by any of the criteria listed in the grid.
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For each process, the Process Run Metrics portlet shows the Process Name, Process Code, Description, # Running, # Completed, # Errored, and Last Run Date. This portlet is ideal for system administrators and support staff needing to monitor the health of the environment. Viewers of this portlet can get a sense of the complexity & health of the environment with the # of processes running and visibility into processes that errored out. The table below describes the available filter fields in the portlet.Column Label Description Process Name Name of the process Start Date Start date of the process’s last ran date End Date End date of the process’s last ran date Description Description of the process Process ID ID of the process
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