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A presentation slide deck from Rego University 2022. This course was about understanding TBM and positioning its value with your organization. • What is TBM • TBM Value • A TBM “Transformation” • TBM Value in Practice -
The Unlock Projects workflow process can be run through the "Execute a Process" job. The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days. This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects. -
The Unlock Projects workflow process can be run through the "Execute a Process" job. The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days. This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects.
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The Unlock Projects workflow process can be run through the "Execute a Process" job. The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days. This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects.
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The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again. -
The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again.
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The Update Email Ids workflow sets all users’ email addresses to non-working by appending a “ZZZZ” to the end of the email address. This process is used for when there are refreshes to your Development or Testing environments and do not want emails going to users. When complete, the log will display the total amount of email addresses updated. A second process is included in this workflow that will revert the email addresses to remove the “ZZZZ” added in the first workflow. In some instances, the process may be run in error, or you may want to send emails from a Development or Testing environment; using this second process you will be able to enable all emails again.
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This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan. -
This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan.
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This process updates the team, assignment and timesheet roles with the primary role where they do not match. This way, the PM can push all roles to team and assignment for that project before they do a cost plan.
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Fiscal periods in DWH may need to be changed if we need to increase or decrease the number of periods for reporting. -
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. -
This tech trick demonstrates how to use Microsoft Excel to map data to XOG files by using the Developer tab in Excel 2010+. Using a standard XML XOG file as provided by CA the guide and walkthrough video shows off the power of Excel and the ease in which object instance values can be directly inserted into or updated in Clarity. -
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 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 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 Users Logged In portlet displays all users logged into the system. This portlet is helpful to determine the capacity during peak times, users still working before downtime, and the ability to view users logged in during the day. The portlet will display the resource, ID, OBS unit, OBS path, and when the user’s session was last updated. -
The Users Logged In portlet displays all users logged into the system. This portlet is helpful to determine the capacity during peak times, users still working before downtime, and the ability to view users logged in during the day. The portlet will display the resource, ID, OBS unit, OBS path, and when the user’s session was last updated.
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The Users Logged In portlet displays all users logged into the system. This portlet is helpful to determine the capacity during peak times, users still working before downtime, and the ability to view users logged in during the day. The portlet will display the resource, ID, OBS unit, OBS path, and when the user’s session was last updated.
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The Customized Object/Portlet Views portlet displays all user edited object/portlet views and the resource(s) that have edited them. This can assist in identifying users who need to be notified prior to publishing view changes. The table below describes the available columns on the object.Column Label Description Resource Name Name of the resource Resource ID ID of the resource Type Object or Portlet Portlet Code ID of the portlet Portlet Name Name of the portlet Object Associated Object Object View ID of the modified view on the object Object Code Internal code used by the query pkid Internal code used by the query portlet_dbid Database id of the portlet res_dbid Database id of the resource -
The Customized Object/Portlet Views portlet displays all user edited object/portlet views and the resource(s) that have edited them. This can assist in identifying users who need to be notified prior to publishing view changes. The table below describes the available columns on the object.
Column Label Description Resource Name Name of the resource Resource ID ID of the resource Type Object or Portlet Portlet Code ID of the portlet Portlet Name Name of the portlet Object Associated Object Object View ID of the modified view on the object Object Code Internal code used by the query pkid Internal code used by the query portlet_dbid Database id of the portlet res_dbid Database id of the resource -
Course Description: This session will walk you through a step-by-step approach to doing application rationalization within your organization. We will also review how to sell the benefits and processes within your organization. -
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. -
The Using Consistent Colors technical trick shows how management can create a uniform color pallet for all charts within the system. This trick, not only makes charts more professional when delivering to management, but also creates a uniform pattern throughout the Clarity environment. -
A Quick Reference Card to assist in the use of list views in CA PPM. List Views are accessed from the Home menu. -
Struggling to use an external scheduler like MS Project or Smartsheet with Clarity or investigating its potential? Learn how to effectively use these tools with Clarity in this training, which includes best practices and lessons learned. We will show both OOTB and Rego build connectors that will make the bidirectional connections seamless. -
A guide to using RegoXchange, the Clarity content library. Goes through Registration, Finding Content, and Downloading the files. -
A tech trick document that assists you in update Data Source when utilizing the Power BI reports found in RegoXchange. -
A presentation slide deck from Rego University 2022. This course reviewed the advantages of using REST APIs in Clarity development.- Overview
- Why REST now?
- Clarity Rest Endpoints
- Create Project with java.net.URL
- Create Task with HttpClient
- Update Project with java.net.URL
- Update task with HttpClient
- Create Task with RestApiJavaClient
- External REST Endpoints
- Connect with java.net.url
- Connect with Apache Commons HTTP/S Client
- Additional Tools
- Overview
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"Learn how to use, and follow best practices with the Clarity REST APIs- Execute a REST Call
- Create JSON payloads and parse JSON responses
- Capture the result of the request"
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Learn how to use, and follow best practices with the Clarity REST APIs - Execute a REST Call - Create JSON payloads and parse JSON responses - Capture the result of the request -
A Quick Reference Guide that provides an overview of the Common Grid components in Clarity PPM’s Modern UX. Looks at functionality of the Common Grid view, View Options, Adjusting Columns, Details Panel, and Group by Mode. -
When configuring the Timesheet Options, the browse window for selecting a lookup on the User Value 1 field only shows a choice of one lookup definition and that is the definition for the stock 'Time Entry User Value 1' Static Lookup. We want to develop our own user-defined dynamic query lookup for use on this field. How can we get this to work properly? Are there any special requirements or configuration considerations that should be reviewed in understanding this functionality for using a custom Time Entry User Value 1 dynamic query lookup? The use of a custom, dynamic lookup on the Timesheet Entry is available with specific requirements and special considerations for storing and displaying data for this field. It is recommended that you use the stock, 'Time Entry User Value 1' Static Lookup if possible. -
With ValueOps Insights you can gain transparency into full value stream analytics. Come learn about metrics to run your business including flow metrics, DORA, and value realization metrics that give your management team a compass to find the value your teams are delivering. -
A presentation slide deck from Rego University 2022. Broadcom’s presentation on customer stories in the ValueOps arena.- Introduction
- A note on Customer Case studies
- Transforming Customer
- Profile and Solution Use Case Objectives
- Solution Configuration Diagram
- Lessons Learned through adoption
- Q&A
- Kitchen Sink Customer
- Profile and Solution Use Case Objectives
- Solution Configuration Diagram
- Lessons Learned through adoption
- Q&A
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When a team member is added to the Team tab of the project, this process will add Project - View Management and Resource – Hard Book instance access right to the team member’s profile. This allows the team member to add their own allocations. NOTE: The process is NOT auto-start, and hence, needs to be run manually from Home > Organizer > Processes > Available
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