RegoXchange
  • The Project Status Summary report is a transaction based Jaspersoft report that does not require the Load Jaspersoft Datawarehouse job to be run.  The report will pull real-time data from the transaction tables in Clarity.  This report can be run from either the Advanced Reporting or Reports and Jobs area within Clarity. The Project Status Summary report displays summary information about a project, including current stage, overall status, key accomplishments, upcoming activities, the cost and amount of resources that are consumed, mapped risks indicating categories with a high number of risks, and a high-level Gantt chart displaying information about the project phases and key milestones.
  • All Skills report provides project managers a single place to view number of resources having a particular skill and its detailed information. This report contains a bar graph and a grid. Top Skills by Resource:  Bar graph that displays # of resources having a particular skill. Y- Axis represents various skills available in the system. Resource and Skill details grid:  Grid that displays information such as Skill, its parent skill, Skill path, Skill Description, Resource having that skill & his proficiency and interest level in that skill. You can further narrow your search by Parent Skills, Skills and Resource.
  • All Tasks report provides project managers a single place to view KPIs related to Tasks.  All the KPIs are depicted in various visualizations. Pending Actuals:  Scorecard that displays the # of Actuals that are still open and not yet posted. Average Days Old:  Scorecard that displays the average number of Task Days Old. Days Old is the difference between Task Finish date and Today’s Date (when Today’s Date > Task Finish date. In other cases, it is zero) Tasks by Finish Date: Column chart that displays # of Tasks by Year of Finish date. X axis display Calendar years. Data labels indicate the number of Tasks finish date within that year. Actuals by OBS level 2: Column chart that displays sum of Task Actuals by OBS level 2. X axis display OBS level2. Data labels indicate the Actuals within that OBS level2. Grid: Displays Risk details such as Project Name, Project Manager, Task Name, Task Status, Start Date, Finish Date, Days Late, Days Old, Actuals, ETC and Pending Actuals Days Late is the difference between Task Finish date and Baseline Finish Date (when Baseline Finish Date > Task Finish date. In other cases, it is zero) You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager.
  • This tech-trick details the steps to convert an ad-hoc view to a report.
  • This document’s purpose is to help the reader compare jrxmls for Jaspersoft.
  • This tech trick document reviews the different reporting options you have in CA PPM and the benefits of each options.  Jaspersoft, PowerBI and Tableau are all discussed.
  • Fiscal periods in DWH may need to be changed if we need to increase or decrease the number of periods for reporting.
  • So, you have the portlet xogged in, what now?  This guide will show you how to create a page, add the portlet to the page, and add the page to the menu.  This activity requires the appropriated admin rights to add content to CA PPM.
  • This Tech Trick walks you through the steps in CA PPM to make Bulk Role replacements on tasks.   Useful when you want to make the changes to the project template which has a large WBS structure, and a lot of role assignments to tasks.
  • Take your project task information straight from Excel right into CA PPM. Task Name, Start Date, Finish Date and Percent Complete can all be imported or updated directly.  Other fields can be added with a short Rego Consulting engagement.  Installation of the base app requires 10 hours of Rego Consulting engagement time. Since this item requires Rego staff and hours (see special instructions) to install, download items are informational only.  Install files will be utilized by Rego staff.
  • The Concatenate Multi-Value Lookup into One Field for Display Purposes technical trick provides an overview of how to group or concatenate the various levels and values of a Multi-Value lookup into one field in both Oracle and SQL Server environments. This allows the lookup values to be more easily displayed in a portlet. The function concatenates the values together using a choice of delimiter, which then allows the multi-value lookup to be viewed as one portlet column, in the same manner as any other object attribute.
  • The Concatenate Multi-Value Lookup into One Field for Display Purposes technical trick provides an overview of how to group or concatenate the various levels and values of a Multi-Value lookup into one field in both Oracle and SQL Server environments. This allows the lookup values to be more easily displayed in a portlet. The function concatenates the values together using a choice of delimiter, which then allows the multi-value lookup to be viewed as one portlet column, in the same manner as any other object attribute.
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