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A slide deck used in Rego’s training sessions around the use of Roadmaps in Clarity’s Modern UX. Reviews the benefits of Roadmaps, security, building a Roadmap, Importing Investments, Board View, and Grid View. -
A Quick Reference Guide on the use of the Timeline View for Roadmaps in Clarity’s Modern UX. Reviews accessing the view, view options, and dependencies. -
Hierarchies and Roadmaps are two powerful capabilities that Clarity has brought to the market. While they work great independently, have you experimented with how they can work together, even better? In this session, come and learn how these two capabilities can complement each other by working in concert giving you both planning and execution insights! -
In many instances, having excess information stored within the database can cause poor performance or slowness when retrieving data. Administrators are always seeking out ways to clean and remove unused information. This technical trick on role removal provides the steps necessary to remove roles that would otherwise be unused and eliminating unwanted information. The Role Removal Technical Trick provides the information for the creation of the following tables and columns which are necessary to perform the role removal:- Role – mapping table
- Tables / Columns that need to be updated with Resource ID fields
- Tables / Columns that need to be updated with Role Code fields
- Tables that will need to be deleted
- PRTEAM table should be checked
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This Roadmap add-on provides configurable Role-based metrics that can be used in the grid view as targets and constraints. Select your valuable roles in the “targets” and once selected, the “sync” button will bring in any current allocations against projects and allow editing any of the total numbers directly in a scenario. This will provide deeper insights into impacts of plans on teams/resources in addition to the out of the box money and time constraints. -
Course Description: What is Technology Business Management (TBM) or IT Financial Management (ITFM)? Why is it important for IT? This session explores the need for TBM as well as how it drives significant cost optimization and more effective business-technology management practices. We will review the TBM framework, taxonomy, model, and how TBM processes and tools compliment your existing investment in PPM tools. -
This is a graphic portlet that pulls the average schedule variance by OBS node of the project. The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:- OBS Type
- If the project is financially approved?
- Financial Status
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This is a graphic portlet that pulls the average schedule variance by OBS node of the project. The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:
- OBS Type
- If the project is financially approved?
- Financial Status
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This is a graphic portlet that pulls the average schedule variance by OBS node of the project. The portlet allows you to choose any OBS that is associated to the Project Object. Users can filter by:
- OBS Type
- If the project is financially approved?
- Financial Status
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This portlet shows the variance between the schedule finish and baseline finish for projects. The portlet also displays the schedule variance: {(Finish-Start) – (Baseline Finish-Baseline Start)}. -
This portlet shows the variance between the schedule finish and baseline finish for projects. The portlet also displays the schedule variance: {(Finish-Start) – (Baseline Finish-Baseline Start)}.
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This portlet shows the variance between the schedule finish and baseline finish for projects. The portlet also displays the schedule variance: {(Finish-Start) – (Baseline Finish-Baseline Start)}.
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The Scheduled Jobs Cleanup process removes all completed job instances that have run before a date set by the administrator. The administrator may use the gel parameter to update the amount of days since each job has run. Based on that date, the workflow will eliminate all jobs that have surpassed that threshold. This workflow helps administrators maintain the job logs and queue by eliminating jobs that users have potentially forgotten to remove on their own. -
The Scheduled Jobs Cleanup process removes all completed job instances that have run before a date set by the administrator. The administrator may use the gel parameter to update the amount of days since each job has run. Based on that date, the workflow will eliminate all jobs that have surpassed that threshold. This workflow helps administrators maintain the job logs and queue by eliminating jobs that users have potentially forgotten to remove on their own.
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The Scheduled Jobs Cleanup process removes all completed job instances that have run before a date set by the administrator. The administrator may use the gel parameter to update the amount of days since each job has run. Based on that date, the workflow will eliminate all jobs that have surpassed that threshold. This workflow helps administrators maintain the job logs and queue by eliminating jobs that users have potentially forgotten to remove on their own.
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We will delve into various examples of how to use Apptio reports to identify cost-saving opportunities within your organization and how to quantify them for leadership. We will cover specific areas such as databases, migrating servers to the cloud, rationalizing applications with high unit costs, replacing or decommissioning obsolete servers, and managing unassigned end-user devices. -
The Self Assign workflow process updates a selected resource field on an object based on someone checking a boolean field on the same object. Using this process, whomever is editing the object, will be placed in this field automatically eliminating the need for each user to come in and update the field manually. The field will run when the Boolean is ticked and the user saves the page. It is important to note that the page will need to be reloaded to see the changes reflected. This can be used as a fast way to self-assign yourself to an object - you can create a boolean field that is checked and have the process assign you to that item. -
The Self Assign workflow process updates a selected resource field on an object based on someone checking a boolean field on the same object. Using this process, whomever is editing the object, will be placed in this field automatically eliminating the need for each user to come in and update the field manually. The field will run when the Boolean is ticked and the user saves the page. It is important to note that the page will need to be reloaded to see the changes reflected. This can be used as a fast way to self-assign yourself to an object - you can create a boolean field that is checked and have the process assign you to that item.
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Course Description: Do some folks in your organization view Clarity PPM as worthless or of little value? In this class, we will discuss how to increase the value perception of Clarity PPM and innovative ways to sell the value Clarity PPM provides to stakeholders and users. -
Course Description: For clients that have both ServiceNow and Clarity PPM, passing information between the systems becomes vital for the enterprise with ITSM, demand, and PPM toolsets. One of the biggest areas of interaction is around demand management. Come and see Rego's integration solution, which flexibly allows for ServiceNow records (incident, problem, idea, enhancement, and demands) to generate Clarity PPM ideas or projects. -
This process must be run using the “Execute a Process” job. Job may be scheduled or run on-demand. Process pulls Availability Rate from the Availability blob for each resource, where blob is not null. Then it populates this value into a custom Daily Availability attribute (Number field with 2 decimals) on the Resource object. This field does not have to be displayed to be used for reporting. Because the OOB Availability Rate field is stored only in a blob, it is difficult to include in portlet or report output. The use of this custom attribute makes the value easily reportable. -
Resource Management - Are You Doing it Right? Companies of all shapes and sizes need to know if they have the right people working on the right things at the right time, to meet their objectives. Rego's own Grant Zemont has put together this report to help your company learn the best practices for setting up a resource management office correctly. Download the free report here. 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/rmo-report ** Do not Add to Cart - No Downloadable File** -
Course description: “Does your organization struggle with resource management? Have you considered creating a Resource Management Office (RMO)? This session will review how some organizations are using RMOs to drive adoption and effectively manage resources, including real world examples of RMO setup and execution.” Download file is the presentation slide deck. -
This grid portlet shows the OBS name and ID along with the associated hierarchy, both as an aggregated view along with each of the levels broken out. The table below describes the available filter fields in the portlet.Column Label Description Branch Branch of the OBS OBS Type OBS to use OBS Path Path of the OBS -
This grid portlet shows the OBS name and ID along with the associated hierarchy, both as an aggregated view along with each of the levels broken out. The table below describes the available filter fields in the portlet.
Column Label Description Branch Branch of the OBS OBS Type OBS to use OBS Path Path of the OBS -
This grid portlet shows the OBS name and ID along with the associated hierarchy, both as an aggregated view along with each of the levels broken out. The table below describes the available filter fields in the portlet.
Column Label Description Branch Branch of the OBS OBS Type OBS to use OBS Path Path of the OBS -
Course description: “Is there a way to simplify time tracking? Time is a function 90% of companies use. What are ways to have time be less of a burden to users? How can you minimize the negative perception? This session will discuss options within CA PPM or outside CA PPM to make time tracking less of a burden for all.” Download file is the presentation slide deck. -
Course description: “Are some of your users leveraging a Smartsheet add-on for project planning, or are you looking for an alternative to OWB and MSP? Learn how this new scheduling tool is making waves and adding value for project managers working within CA PPM.” Download file is the presentation slidedeck. -
Are your reports and portlets performing well? This class will walk through specific SQL tuning tricks to make queries run faster, increase end-user satisfaction, and smooth-out system performance. This is an easy way to promote efficient future development and make a huge, positive impact on user experience. -
Are your reports and portlets performing well? This class will walk through specific SQL tuning tricks to make queries run faster, increase end-user satisfaction, and smooth-out system performance. This is an easy way to promote efficient future development and make a huge, positive impact on user experience. -
A Quick Reference Guide to assist in the process of staffing a Project Team in Clarity. The document uses screen shots from the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist in the staffing of a resource team in Clarity’s Classic UI, utilizing the Phoenix Theme. Reviews accessing the project and assigning the team. -
A Quick Reference Card to assist in adding resources and roles to Ideas in the Classic UX. Updating Allocation is also covered. -
This training document is a Rego Consulting Quick Reference Guide to assist with the Staffing Plan. The document reviews accessing the Staffing Page, viewing Resource Allocations, adding Allocations, and the Staff Tab Legend. -
This training document is a Rego Consulting Quick Reference Guide to assist with resource staffing in Clarity’s Modern User Experience. The document reviews accessing Staffing from the main menu, the Staffing Grid, and the Allocations Timeline. -
This training document is a Rego Consulting Quick Reference Guide to assist with staffing the Idea Team in Clarity’s Modern User Experience.
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