| Column Label | Description |
| Branch | Branch of the OBS |
| OBS Type | OBS to use |
| OBS Path | Path of the OBS |
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This grid portlet shows the OBS name and ID along with the associated hierarchy, both as an aggregated view along with each of the levels broken out. The table below describes the available filter fields in the portlet. -
This grid portlet shows the OBS name and ID along with the associated hierarchy, both as an aggregated view along with each of the levels broken out. The table below describes the available filter fields in the portlet.
Column Label Description Branch Branch of the OBS OBS Type OBS to use OBS Path Path of the OBS -
Course description: “Is there a way to simplify time tracking? Time is a function 90% of companies use. What are ways to have time be less of a burden to users? How can you minimize the negative perception? This session will discuss options within CA PPM or outside CA PPM to make time tracking less of a burden for all.” Download file is the presentation slide deck. -
Course description: “Are some of your users leveraging a Smartsheet add-on for project planning, or are you looking for an alternative to OWB and MSP? Learn how this new scheduling tool is making waves and adding value for project managers working within CA PPM.” Download file is the presentation slidedeck. -
Are your reports and portlets performing well? This class will walk through specific SQL tuning tricks to make queries run faster, increase end-user satisfaction, and smooth-out system performance. This is an easy way to promote efficient future development and make a huge, positive impact on user experience. -
Are your reports and portlets performing well? This class will walk through specific SQL tuning tricks to make queries run faster, increase end-user satisfaction, and smooth-out system performance. This is an easy way to promote efficient future development and make a huge, positive impact on user experience. -
A Quick Reference Guide to assist in the process of staffing a Project Team in Clarity. The document uses screen shots from the Classic UX with the Phoenix theme. -
A Quick Reference Guide to assist in the staffing of a resource team in Clarity’s Classic UI, utilizing the Phoenix Theme. Reviews accessing the project and assigning the team. -
A Quick Reference Card to assist in adding resources and roles to Ideas in the Classic UX. Updating Allocation is also covered. -
This training document is a Rego Consulting Quick Reference Guide to assist with the Staffing Plan. The document reviews accessing the Staffing Page, viewing Resource Allocations, adding Allocations, and the Staff Tab Legend. -
This training document is a Rego Consulting Quick Reference Guide to assist with resource staffing in Clarity’s Modern User Experience. The document reviews accessing Staffing from the main menu, the Staffing Grid, and the Allocations Timeline. -
This training document is a Rego Consulting Quick Reference Guide to assist with staffing the Idea Team in Clarity’s Modern User Experience. -
A Quick Reference Guide to assist in the staffing of an Idea in Clarity’s Classic UX. -
A Quick Reference Guide to assist in Staffing an Idea Team in Clarity. The document uses the Classic UX with the Phoenix theme. -
A Quick Reference Guide that covers how to staff a Team in Clarity’s Modern UX. It reviewes some of the key terminology, covers Allocation vs. ETC, accessing the Staffing Tab, and viewing time-scaled allocations. -
This training document is a Rego Consulting Quick Reference Guide to assist with the process of staffing a Team in Clarity’s Modern User Experience. The document starts with a review of common terms, then setting default allocation, Allocation vs ETC, and then the Staffing Tab. -
Course Description: How do companies track stage gates within Clarity PPM? This session will review some best practices for tracking, monitoring, and approving stage gates within Clarity PPM. We will also discuss pros and cons of various options to help you select the best method for your company. -
Course description: “People are the #1 key to successful implementation, acceptance and sustaining adoption after the project is long gone. Find out some tips and tricks on how to keep those key stakeholders engaged.” Download file is the presentation slide deck. -
Course Description: People are the #1 key to successful implementation, acceptance, and sustaining adoption after the project is long gone. Learn some tips and tricks on how to keep key stakeholders engaged. -
The Status Report Publish workflow process pushes values from the status report sub-object to the parent project object. The process is started when the user ticks the “Publish” Boolean field on the status report (custom field added). This workflow will update the project object with the overall status indicator, the status comment, the previous overall status, and the as of date. This eliminates the project manager having to update the fields in both the status report and the project overall. -
The Status Report Publish workflow process pushes values from the status report sub-object to the parent project object. The process is started when the user ticks the “Publish” Boolean field on the status report (custom field added). This workflow will update the project object with the overall status indicator, the status comment, the previous overall status, and the as of date. This eliminates the project manager having to update the fields in both the status report and the project overall.
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This training document is a Rego Consulting Quick Reference Guide to assist with Status Reporting in Clarity’s Modern User Experience. The document reviews Status Reporting via the Status Tab and the Status Reporting Tab – Grid View. -
A Quick Reference Guide to assist in the creation and management of Status Reports in Clarity’s Modern UX. Reviews accessing the project details from the grid or tile view, creation of a new status report, existing status reports in Classic, updating status reports, customizing project status, and the project status list view. -
A presentation slide deck from Rego University 2022. This course reviewed the importance of user feedback on the use of the tool.- What is Feedback?
- Why is Feedback Important?
- Audience Participation
- Group Discussion
- Methods of Collecting Feedback
- Case Studies
- Staying Connected to Your Users
