-
There’s an upgrade in your future. Do you want to understand the costs, durations, and lessons learned? We’ll review existing and upcoming releases, the pros and cons of moving to various versions, and upgrade strategies, so you can prepare your budget and plan. -
- ITFM Introduction
- PMO & IT Finance Collaboration
- Where ITFM and PPM Meet
- Connecting PPM with ITFM
-
Course Description: Struggling to figure out how to best organize your blueprints? This class will walk through best practice blueprint design, including how many to have, how to use channels, using custom subobjects within the blueprint, and swapping blueprints at various project stages to mimic project phases or ideas. We’ll highlight some of the creative ways we’ve seen blueprints used in client implementations. -
Course Description: Do you already have a basic understanding of Jaspersoft Studio development? This session will include advanced topics like duplicating and modifying an OOTB report, multiple datasets, subreports, charting, widgets integration, and crosstabs. The detailed agenda is as follows: Jaspersoft Advanced – Out-of-the-Box Customization (2 hours) • Discover how to use OOTB reports, OOTB domains, resource bundles, and security access grant schemas. Jaspersoft Advanced – Chart Development (2 hours) • Explore multiple advanced charting techniques and types using built-in charting components, including properties (colors, plot options, sizing, gauges, etc.), dual pie chart, time series, and heat map. Jaspersoft Advanced – Scriptlets (2 hours) • Understand the basics of Jaspersoft Studio scriptlet development, utilizing Java libraries in custom Java classes to perform complex tasks in a simple manner. Jaspersoft Advanced – Roundtable (1 hour) • Understand crystal capabilities missing in Jaspersoft Studio, including sharing examples, report bursting needs, automation needs, and working with internal BI groups. -
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. -
The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources. This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.Column Label Description OBS OBS the resource(s) belong to Resource Full Name Resource’s First and Last Name Resource ID Resource’s ID First Name Resource’s First Name Last Name Resource’s Last Name Date Last Logged In Date the Resource last logged in Date Last Time Investment Updated Date the Resource last made an Investment update Resource Active The Resource’s active status Employment Type Resource’s Employment Type Financial Location Resource’s Financial Location Email Resource’s Email Address Date Last Time Financial Plans Edited Date the Resource last made a Financial Plan edit Date of last entry on a Timesheet Date the Resource last made an entry on a timesheet Created Date Date the resource was added to the system Date of Hire Resource’s Date of Hire Date of Termination Resource’s Date of Termination Financial Department Resource’s Financial Department Home Page Resource’s Home Page Language Default Language of the Resource Primary role Resource’s Primary Role Resource manager Resource’s Manager Track Mode Resource’s Track Mode User Name Resource’s Username -
The All Lookups and Attributes portlet provides the ability to see all static lookups in the system, as well as their lookup values. Ability to filter and view the population by lookup name and ID, value name and ID, whether or not the item is active, and whether or not the item is a system (seeded) value. A system value is a record that comes with a base installation of Clarity as opposed to a value that was added manually or through a Clarity Add-in. -
The Invalid Transactions portlet displays all of the transactions that did/will not post in Clarity. The benefit of this portlet is that you can use the filter to select a specific project, resource, or error to display all transactions associated to your selection. There are several reasons a transaction may fail to post such as inactive resource, no location or inactive location selected on the Financial sub-page, project on hold, etc. To resolve the error, the user must go into the project or resource and make the noted change. Once all corrections are complete, the Post Transactions to Financials job must be run to evaluate the corrected WIP transactions to be sure the data is now complete and accurate. If additional incorrect data is found, the transaction will fail to post again and the new error/reason will display. -
The Dashboard: Project Information portlet gives a set of high-level information about the project. The portlet will pull the "id" from the page it is placed on, so this portlet is usually placed on the project dashboard tab. The portlet displays the name, project ID, project manager, description, start date, finish date, baseline start, and baseline finish. -
The Missing Time by RM portlet displays all missing or late timesheets for resources for which the logged in user has resources (logged in user is the RM). Resources will be listed if they are open for time entry, have a track mode of Clarity, and have timesheet that is not posted (accommodates for hire and termination dates). Resource managers may use this portlet to determine the timesheet status of all resources in open time periods. The portlet will display an indicator based on timesheet status, the status, period start, resource name, and actual hours for the timesheet. -
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. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Hierarchies in Clarity’s Modern User Experience. This doc references version 16.1 views. Document provides information on how to import investments and how to create child / parent relationships. Detail is provided with regard to the export of Hierarchies to PDF format.
Copyright 2023 • Rego Consulting Corporation • Privacy Policy