RegoXchange
  • Late Tasks report provides the Project Managers a single place to view all the Tasks that are past their baseline finish date.  This report provides information such as Investment ID, Investment Name, Investment Manager, Task Name, Start Date, Finish Date, ETC Hours, Days Old and Days Late in Table view. User can further narrow their search by OBS Type & Path, Investment Manager, Investment Name and whether the Task is a Milestone or not.
  • Late Tasks with Assignments report displays the list of all Tasks (with their Total ETC Hours) that are not closed but are past their finish date or past their baseline finish date. The report provides Project Manager the ability to view and track late tasks across multiple projects without going into each project individually. This report displays Project Name, Project Manager, Task Name, Task Status, Task Start Date, Task Finish Date,  Days Old (Elapsed days between Task Finish Date and Today's Date), Days Late (Elapsed days between Task Finish date and Task Baseline Finish date). User can further narrow their search by Task Name,  Task Status,  Project ID, Project Name, Project Manager, Is Milestone?, Is late?, Task Start Date, Task Finish Date and  Is Template?. User can use exact dates or relative dates for  Task Start Date and  Task Finish Date filter parameters.
  • Course Description:  Are you using an older version of Clarity PPM? Do you want to understand the value of new features and functions in recent versions? This class is a demonstration of the new features and the value of these features for customers.
  • Are you on an older version of Clarity? Do you want to understand the value of the new features and functions in recent versions? This class is a demonstration of the new features and the value of these features for customers.
  • A presentation slide deck from Rego University 2022.   This document reviews the changes to Clarity with the release of version 16.0.3.
    • Roadmap Enhancements
    • Checklists and To-Dos
    • Project and CIT List Enhancements
    • Sub-Object Enhancements
    • Customer Requests
  • Are you on an older version of Clarity?  Do you want to understand the value of the new features and functions in recent versions?  This class is a demonstration of the new features and the value of these features for customers.
  • Launch a Team chat with your users directly from the Clarity PPM tool. This is a good way to collaborate with the team and users for any quick update or interaction. This is a scheduled process in Clarity named Sync MS Team Launching Chat URL and will be scheduled to run for various frequency. When the process kick in it will be setting the Team link into the custom URL attribute of the Resource, which can be used to Launch Team chat from the tool. Sync Process come with two parameters for the Support team, which they can use as per there environment configurations. These two Gel parameters for quick configuration are:
    •  launchMSTeamField: parameter for the Custom Resource Field to store Launch URL
    •   emailAddressField: parameter for field to pick mail address in SRM_RESOURCES table
  • With every new PPM process, the organization must adopt change. Change is constant in an organization. This session will talk about keys to successfully leading change vs. just implementing change in your organization.
  • 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
  • Lean Portfolio Management (LPM) is one of the most researched and in demand topics for modern enterprises.  Come learn what LPM is, key LPM practices and roles needed for success, and how Clarity and Rally provide end to end visibility from strategy to execution.
  • Lean Portfolio Management (LPM) is one of the most researched and in demand topics for modern enterprises.  Come learn what LPM is, key LPM practices and roles needed for success, and how Clarity and Rally provide end to end visibility from strategy to execution.
  • Lean Portfolio Management (LPM) is one of the seven SAFe components of the Lean Enterprise. LPM helps organizations solve numerous challenges by decreasing the delivery of time to value, enabling the organization to pivot quickly in ever-shifting markets, and more.
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