RegoXchange
  • The All Issues portlet displays all Issues related to active projects that the logged in user has view rights to.  The portlet provides the project manager a single place to view issues across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The filter then allows the user to narrow their search by Issue ID, Issue Name, Project ID, Project Name, the individual to whom the issue is assigned, and Issue Status. You may also narrow the view to display issues with a target resolution date within a certain date range, or Issues associated with a particular Category or OBS unit. Note: Only the projects that the user has viewer rights to will show up in the list.
  • The All Change Request portlet displays all change requests related to active projects that the logged in user has view rights to.   The portlet provides the project manager a single place to view change requests across multiple projects without having to go into each project individually and allows for more efficient management and reporting across projects. The filter allows the user to narrow their search by date ranges, resources involved, and/or the project with which the Change Request is associated. Other alternatives for filtering include the category, priority or status of the Change Request. In the list view, a status is displayed for each Change Request (CR), along with the Project with which the CR is associated, the CR ID, the CR name, the resource to whom the CR is assigned, Priority, Expected Closure Date, and number of days the CR has remained open. Note: Only the projects that the user has viewer rights to will show up in the list.
  • The Resource Forecasted Utilization report provides a high-level view of resource workload by displaying availability, allocation, and assignment amounts over time. Data can be viewed weekly, monthly, or in total, helping teams understand capacity and forecasted demand. Values are shown in either hours or full-time equivalents (FTEs), making it easy to compare utilization across resources and time periods.
  • The Project Status Summary report highlights the overall health and progress of a project by summarizing key information such as current stage, status indicators, major accomplishments, upcoming activities, and resource and cost consumption. It also visualizes risk concentration across categories and includes a high-level Gantt chart showing major phases and milestones. This report provides a clear snapshot of project performance for quick executive or stakeholder review.
  • The Resource Forecasted Utilization Detail report provides a detailed view of resource utilization by showing availability, allocation, and assignment values at both the investment and task level. The report is grouped by resource and time period, with data displayed weekly or monthly, as well as in total. Values can be shown in hours or full-time equivalents (FTEs), supporting detailed analysis of workload and forecasted demand.
  • The Project Risk, Issue, and Change Summary report provides an overview of project health by visualizing risks, issues, and change requests. It includes pie charts that display counts by target resolution or expected close date, as well as by status. A detailed table lists each item’s name, ID, priority, status, category, owner, creation date, and resolution or close date. Results can be grouped by project or viewed without grouping to support flexible analysis and tracking.
  • The KPIs by Project Type report provides a consolidated view of key performance indicators across projects, grouped by project type. It highlights metrics such as overall status, schedule, alignment, and risk, along with resource allocation and actual hours tracked since each project’s inception. This report enables quick comparison of performance trends and resource utilization across different project types.
  • The KPIs by Project Type (Dashboard) report provides visibility into key project health measures, including status, schedule, alignment, and risk. Gauge visuals highlight each KPI at a summary level, while column charts break down results by project type. Resource allocation and actual hours are summarized in pie charts, making it easy to compare utilization across project types. In addition, bar charts display the number of issues, risks, and change requests by project type and priority, helping teams quickly identify areas of concern.
  • Just getting started with Clarity Studio? Join us to learn how to create new objects, CITs, attributes, and lookups in your Clarity environment.
  • This course will introduce fundamental programming concepts like variable assignment, conditional statements, and loops. The class will be taught in GEL and will build a solid foundation for future programming skills.
  • This session dives into the impact of misaligned data between planning and delivery systems—and what it costs your organization in rework, delays, and missed opportunities. Learn how connecting Clarity and Jira enables real-time synchronization between portfolio planning and Agile execution, giving CIOs the visibility, traceability, and confidence to drive outcomes—not just activity.
  • Annual planning shouldn’t be an Excel nightmare—or disconnected from strategy. In this session, see how one organization used Strategic Portfolio Management (SPM) with Clarity to transform their budgeting process from reactive to strategic.
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