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This training document is a Rego Consulting Quick Reference Guide to assist with timesheet approval in Clarity’s Modern UX. The doc reviews Accessing and Selecting Timesheets, Reviewing Submitted Timesheets, Approving Timesheets, Returning Timesheets and the Timesheet Grid. -
A presentation slide deck from RegoU 2023. This course was a presentation by Apptio on their Product Roadmap. -
Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution. -
Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution. -
Does your organization own Apptio or looking to purchase it? In this session we will dive into what Apptio is and how it complements your current Clarity solution. -
Does your organization own Apptio, or are you looking into purchasing it? In this session, we will dive into what Apptio is and how it can complement your current Clarity solution. -
A presentation slide deck from Rego University 2022. This document reviews how Clarity and Apptio can work together.- Typical Challenges
- Apptio Introduction
- Clarity / Apptio Solution
- Rego’s BETA Integration
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A presentation slide deck from Rego University 2022. This deck reviews Apptio’s self-service reporting tool. This tool is geared towards end users and empowers them to create and share their own reports. -
Learn how Apptio BI, an intuitive ad-hoc reporting solution, serves as a one-stop shop for custom data needs, saving time and energy for TBMAs. This hands-on session will guide you through setting up Apptio BI, discuss best practices for deployment, and demonstrate how it unifies the best aspects of ApptioOne and Cloudability for a holistic understanding of IT spend. Master the fundamentals of creating an Apptio BI dashboard and optimize your IT financial management experience. -
Discover the secrets to fine-tuning your ApptioOne model's performance by learning about common issues and their resolutions. This session covers model reviews to ensure accurate cost representation, optimization strategies for your ApptioOne environment, and how to effectively utilize the Apptio Performance Component. Enhance your skills and improve your model's overall efficiency with the valuable insights shared in this session. -
A presentation slide deck from RegoU 2023. This course reviewed the abundant ways to document information within Apptio. -
Set yourself up for success in IT planning by learning the ins and outs of Apptio's ITP. We will cover tips and tricks, best practices, and ways to use ITP to push your organization to the next level. -
A presentation slide deck from Rego University 2022. This class reviewed Apptio reporting options, tips & tricks, etc.- Introduction
- Reporting Options for Apptio
- Reporting Tips & Tricks
- Reporting best practices
- Custom Report Showcase
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Reporting is typically the only interaction executives, and stakeholders have with Apptio, so reports should be pristine. In this session, we will show you how to improve your Apptio reporting, making it more visually appealing, intuitive, and digestible. We'll give you some tips on how to make your reporting in Apptio pop out like conditional highlighting, leveraging html components, layout and design techniques. -
A presentation slide deck from Rego University 2022. An outline of topics used for a Apptio Round-Table discussion. -
This process grants Project Management instance rights to all of the project team members within the program hierarchy. Allows users to view management properties, roster and key tasks of the project. This also allows user view access to the project in Microsoft Project. -
This process grants Project Management instance rights to all of the project team members within the program hierarchy. Allows users to view management properties, roster and key tasks of the project. This also allows user view access to the project in Microsoft Project.
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This process grants Project Management instance rights to all of the project team members within the program hierarchy. Allows users to view management properties, roster and key tasks of the project. This also allows user view access to the project in Microsoft Project.
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Assignments by Task Over Time report display all assignments by task for all resources. Information is displayed on monthly basis. This report displays Investment Name, Task Name, Resource Name and its monthly assignments. You can further narrow your search by OBS Type & Path, Investment Manager, Investment Name, and Year -
The Assignments by Task Over Time portlet displays all assignments by task for all resources using the timeslices. This portlet is useful for determining which tasks a user is assigned to or how many hours the user is assigned to a task. The user may filter on certain criteria that include: project name/ID, date range, resource name/ID, and resource OBS unit. -
The Assignments by Task Over Time portlet displays all assignments by task for all resources using the timeslices. This portlet is useful for determining which tasks a user is assigned to or how many hours the user is assigned to a task. The user may filter on certain criteria that include: project name/ID, date range, resource name/ID, and resource OBS unit.
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The Assignments by Task Over Time portlet displays all assignments by task for all resources using the timeslices. This portlet is useful for determining which tasks a user is assigned to or how many hours the user is assigned to a task. The user may filter on certain criteria that include: project name/ID, date range, resource name/ID, and resource OBS unit.
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Assignments by Task Over Time report display all assignments by task for all resources. Information can be drilled down to yearly, quarterly or monthly level. This report helps in determining the tasks a user is assigned to or how many hours a user is assigned to a task. You can further narrow your search by OBS Type & Path, Project ID, Project Name, Task Name, Assignment Resource, Is project Active?, Is Template? And Month End date. -
Part of the Business Transformation collection, this bar-chart portlet displays investments and (if exists) any child investments, which are at risk with regard to the schedule of the investments. -
Part of the Business Transformation collection, this bar-chart portlet displays investments and (if exists) any child investments, which are at risk with regard to the schedule of the investments.
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The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet. Column Label Description Portlet Name Name of the portlet Portlet Code ID of the portlet Field Name Name of the attribute Field Code ID of the attribute Virtual Is the attribute virtual or not id Internal code used by the query -
The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet. Column Label Description Portlet Name Name of the portlet Portlet Code ID of the portlet Field Name Name of the attribute Field Code ID of the attribute Virtual Is the attribute virtual or not id Internal code used by the query -
The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet. Column Label Description Portlet Name Name of the portlet Portlet Code ID of the portlet Field Name Name of the attribute Field Code ID of the attribute Virtual Is the attribute virtual or not id Internal code used by the query -
The Audit Trail portlet displays information about audited attributes. It is nearly identical to the view and functionality of the “Global Audit Trail” offering on the admin side. It offers filters for the Object ID (resource internal id, project internal id, etc.), Object Name (Jim Brown, Project A, etc.), Changed By, a date range for the changed date and the operation of the change. It is capable of reporting on the following:- Object (Resource, Project, etc.)
- Object Name (Jim Brown, Project A, etc.)
- Parent Name (if the object were a sub-object)
- Attribute code (the attribute id from the attributes list on the object)
- Operation (Update, Insert, Delete)
- Changed By
- Old Value
- New Value
- Date Changed
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When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft. -
When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft.
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When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft.
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The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself. -
The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
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The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
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Discover how to utilize Datalink and its expanding range of system integration connectors to automate data processing and streamline your TBM processes. This session will cover tips and tricks for efficient month-end processing, testing, and validation, as well as delve into the use of Datadrop, integration with ITP, and API implementation. Enhance your TBM experience by mastering automation and streamlining techniques.
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