RegoXchange
  • Are you still using all classic UX?  Are you wondering how and when you should transition to the new UX?  This class will be a practical guide on how to know what to move and when to move.  We will discuss real use cases and help provide guidance on this strategic decision.
  • The License Count by OBS portlet displays license type information by a selected OBS for active users. The portlet is used to determine what kind of license a specific user has and the OBS in which he or she resides. It can be helpful for determining specific amount of licenses used by different departments within the organization.
  • The Dashboard: Phase Gantt portlet gives an overview of all WBS level 1 tasks or milestones for a single 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, and a graphical representation of the timeline for the phases. The date range may be configured by day, month, year, or quarter. The start date may also be configured to any date or a relative date (start of current month, start of next year, etc).
  • Do you want to know more about building file-based integrations?  Does your organization have an external BI tool like Cognos, Tableau, Domo, or Qlikview? This session will review strategies for getting data into your corporate BI tools.  We will also show Rego's data extraction tool and how it can be used for all outbound file-based integrations to save money and time.
  • 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.
  • This training document is a Rego Consulting Quick Reference Guide to assist with creation and management of resource Teams in Clarity’s Modern User Experience.  This doc references version 16.1 views. Document provides detail on how to create Teams and add resources to a Team. Instructions are provided on how to add resources by OBS and how to allocate a team to an investment. Team key points are provided with regard to Classic, Allocations, ETC and Financials.
  • A presentation slide deck from Rego University 2022.   The course outline document for the creation of NSQL Portlets for Clarity.
    • Multi-Dimensional Portlets
      • NSQL Syntax
      • Creating a sample portlet
      • Limitations
      • Common errors and best practices
    • Hierarchical Portlets
      • NSQL Syntax
      • Creating a sample portlet
      • Limitations and best practices
  • A presentation slide deck from Rego University 2022.   This document is an outline of the basic administration of Clarity’s Modern User Experience.
    • Introduction
    • First time setup
      • Activating Modern UX and Timesheets
      • Creating a Link to the Modern UX in the Classic Home Menu
    • Navigation and modules
    • Blueprints
  • A presentation slide deck from Rego University 2022.   An introduction to Jaspersoft Studio for reporting in Clarity.
    • Introduction
    • Configuration Basics
    • Security Basics
    • Installing Jaspersoft Studio
    • Interface Introduction
    • Data Adapter Setup
    • Server Connection Setup
  • A presentation slide deck from Rego University 2022.   This document outlines the training for our Data Model Class.
    • Base Tables
    • Modern UX
    • Data Warehouse (DWH)
    • Tips and Tricks
    • Admin Activities and System Settings
  • A presentation slide deck from Rego University 2022.   This document reviews the importance and principles of Organizational Change Management.
    • Why is Organizational Change Management Important?
    • Impacts of not recognizing the need for an Organization Readiness (OR) Plan
    • What are the components of Organizational Change Management?
    • Considerations and activities for building a good OR Plan
    • How to execute Organizational Change Management
    • Framework – Proven Methodologies and Tools
    • Q&A
  • A presentation slide deck from Rego University 2022.   This document reviews best practices for maintaining Clarity.
    • Why is it required?
    • When?
    • Processes
    • Jobs
    • DWH
    • High Volume Data
    • Access Rights
    • Volatile Date
    • Rego’s Recommendations
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