RegoXchange
  • The Investment Issue Register report displays comprehensive information for each investment issue. The report only includes investments where the Risk, Issues, and Change modules are available. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • The investment must have at least one issue for the project to display in the report. • The issue properties must have fields such as description, category, resolution, target resolution, impact date, and originating ID completed for them to display data in the report. The issue name, issue ID, priority, status, and owner are required in Classic PPM so they always display data. • The Load Data Warehouse job must be run before you run this report. If the Data Warehouse is not populated, the report will not display any data. Also, most of the report parameters do not display options.
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • The Investment Resource Rate portlet allows a user to search for effective (or missing) rates for resources across all investment types.  It pulls rate information from the matrix extraction tables and includes currency conversion if the environment supports multiple currencies. The portlet can be used both to search for the rate of any given resource and to determine which resources might be missing rates when an error is generated when attempting to populate a cost plan (REVMGR-20728:Rates and Costs are both missing for one or more roles/resources).  
  • This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right.
  • This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right.
  • This portlet will allow administrators or other managers to see what resources have been granted instance rights to any investment. Filtering is available by resource, investment or right.
  • Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization. Report Views include: • Roadmap Details • Resource Investment Demand • Roadmap Financials • Roadmap Investment Gantt • Roadmap Item Gantt • Roadmap Overview – Default Scenarios • Roadmap Overview – Single Roadmap Selection • Scenario Comparison Demo Video - https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7
  • Plan your future work by comparing different scenarios, including in-flight work, and determine the best course of action for your organization.  Report Views include:
    • Roadmap Details
    • Resource Investment Demand
    • Roadmap Financials
    • Roadmap Investment Gantt
    • Roadmap Item Gantt
    • Roadmap Overview – Default Scenarios
    • Roadmap Overview – Single Roadmap Selection
    • Scenario Comparison
    Demo Video -  https://www.youtube.com/watch?v=RjdvrRd4ZG0&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=7 The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
  • A presentation slide deck from Rego University 2022.   A review of the best practices in IT Planning from an Apptio perspective.
    • Custom layouts
    • Bookmarks
    • Dropdown and autofill
    • Cost object permissions
    • Dashboard reports
    • Targets
    • Change history / Event Log
    • Data input enforcement
    • Managing archive
    • Stay on top of product updates
  • Course Description:   Do you know what PPM, APM, Agile, ITFM, and other tools are available in the marketplace? Have you taken a strategic look at the key IT processes and tools that exist to support them? Have you been asked to evaluate and recommend a PPM tool? This class will review other ITBM tools and examine their pros and cons. We will also provide six keys to evaluating a PPM solution.
  • Course Description:   The single biggest risk for CIOs and IT organizations today is not being able to make good spending decisions at the pace of digital business.
    • Challenges
    • Investment Planning
    • IT Financial Management
    • Agile Financials
    • ServiceNow ITFM Capabilities
    • Apptio Introduction
    • ServiceNow / Apptio Solution
    • Best Practices
    • Pitfalls to Avoid
    • Apptio Details
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