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Has your organization made significant investments in technology solutions without seeing precise results? Do you have the right capabilities yet lack a vibrant and interconnected end-to-end solution? Come to this session to learn more about the importance of a living strategic roadmap and how Rego's Digital Ecosystem Assessment program can help. This session will review the key elements needed to create an effective roadmap that can help optimize your digital ecosystem, drive increased maturity, and increase engagement within your organization. -
Looking to automate some tasks within your Clarity environment? This class will guide you through Clarity's workflow engine, covering instance vs. general processes, start options, action types, pre and post conditions, MUX workflows, and notifications. -
This course will introduce fundamental programming concepts like variable assignment, conditional statements, and loops. The class will be taught in GEL and will build a solid foundation for future programming skills. -
This introductory course will teach students how to query the Clarity database using SQL. We will discuss different methods to query the database, the basics of SQL, and the Clarity data model. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience. The document reviews the process to create a benefit plan and then add it to a cost plan. -
The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan. -
The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
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The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
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Benefits by year report provides the project manager a single place to view Benefit plan and its associated benefit for various years across multiple projects. Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly. User can further narrow their search by OBS Type & Path, Investment Name, Investment Manager, Investment Type, Plan Type and Is Plan of Record?. -
Benefits by year report provide the project manager a single place to view Benefit plan (Forecast /Budgeted) and its associated benefit for various years across multiple projects. Information is displayed in a bar graph and user can further drill down the details to investment level. Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly. User can further narrow their search by OBS Type & Path, Plan Type (Budget/Forecast), Year and Is Plan of Record?. -
A presentation slide deck from Rego University 2022. This course reviews the new release features in ApptioOne.- Where to find new releases
- Apptio BI
- ApptioOne
- Editable Tables
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Do you want to understand Best Practice of configuration and functionality for demand management? In this class, we will review the OOTB objects, views, and functions of demand management. -
Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas. We will cover both newUX gaps from classic. We will discuss best practices. -
Do you want to understand the OOTB configuration and functionality of financial management? In this class, we will review the OOTB objects, views, views, and functions of financial plans, rates, and other related areas. -
Do you want to understand Clarity's configuration and functionality for financial management? In this class, you will learn about the OOTB objects, views, and functions of financial plans, rates, and other related areas. -
Do you want to understand Clarity's best practices for configuration and functionality in demand management? In this class, you will learn about the OOTB objects, views, and functions of Ideas, along with tips and tricks to support your demand management processes. -
Do you want to understand Best Practice of configuration and functionality for demand management? In this class, we will review the OOTB objects, views, and functions of Ideas, along with tips and tricks to support your Demand Management processes. -
This session will aligning you with some of the best and most common practices for using Clarity's Project Management capabilities. Come and learn about the capabilities that come out of the box for excellent project management. Things like objects, views, financial plans and general project management capabilities will be covered. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas. -
This session will align you with some of the best and most common practices for using Clarity's Project Management capabilities. Come and learn about the capabilities that come out of the box for excellent project management. Things like scheduling, assignments, staffing, views, financial plans and other general project management capabilities will be covered. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas. -
This session will align you with best practices for using Clarity's project management functionality. Come and learn about the OOTB capabilities for excellent project management, including: scheduling, assignments, staffing, views, financial plans, and other general project management capabilities. Additionally, tips and tricks will be shared, providing you with a toolkit of ideas for your organization! -
This session will aligning you with some of the best and most common practices for using Clarity's Resource Management capabilities. Come and learn about the cababilities that come out of the box for resource insights like allocations, assignments, availability and more. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas for your organization! -
This session will align you with some of the best and most common practices for using Clarity's Resource Management capabilities. Come and learn about the capabilities that come out of the box for resource insights like allocations, assignments, availability and more. Additionally, tips and tricks will be discussed leaving you with a toolkit of ideas for your organization! -
This session will align you with best practices for using Clarity's resource management functionality. Come and learn about the OOTB capabilities for resource insights like allocations, assignments, availability, and more. Additionally, tips and tricks will be shared, providing you with a toolkit of ideas for your organization! -
Are you using Clarity's roadmap leveraging some of the best and most common practices found across industries? Come to this session to learn about how the roadmap works, out of the box. We will cover how to configure views, targets, widgets, boards and more! You will leave with great ideas you can bring back to your organization! -
Are you leveraging Clarity's Roadmaps to support some of the best and most common practices found across industries? Come to this session to learn how Roadmaps work out of the box. We will cover how to configure views, targets, widgets, boards and more! You will leave with great ideas you can bring back to your organization! -
Are you leveraging Clarity's Roadmaps yet? Come to this session to learn how OOTB Roadmaps work. You will learn how to configure views, targets, widgets, boards, and more! You will leave with great ideas you can bring back to your organization! -
A presentation slide deck from Rego University 2022. This document reviews best practices for Demand Management.- Define Demand for your organization
- Support the Planning business process directly in Clarity
- Think through the process to standardize forms and required data – from capturing the data to leveraging it in views, Roadmaps, Hierarchies and/or reports
- Identify and engage Users and Consumers
- Keep it simple: Understand expected business outcomes when defining required fields, and eliminate everything that isn’t necessary
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A presentation slide deck from Rego University 2022. This document reviews the best practices for Financial Management in Clarity. - Involve the Finance Team
- Finance will drive financial classifications, resource rates, and capitalization rules
- Keep Things as Simple as Possible
- Streamline financial classifications in both the Estimation and Actuals processes
- Clarity is Not the Company’s Financial System of Record – it is a Project and Portfolio Management System
- Clarity may never match general ledger or project accounting module 100%
- Spend Time on the Full Architecture – Current and Future State
- Start With Required Outputs and Work Backward
- Integrate to Avoid Duplicate Entry
- Involve the Finance Team
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A presentation slide deck from Rego University 2022. This document reviews the best practices for project management in Clarity. - Typical PM Activities
- Use Clarity: Get Off of Excel
- Make Information Easier to Access
- Make Flags Easy to Identify
- Simplify & Automate Reporting
- Open Discussion #3
- Work with a Regular Cadence
- Sample Schedule
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A presentation slide deck from Rego University 2022. This document reviews the best practices for resource management in Clarity. - Implementation
- Availability
- Allocation
- Assignment
- Reporting
- Notification
- Data Maintenance
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A presentation slide deck from Rego University 2022. This document reviews the best practices for using Roadmaps in Clarity. - Before Getting Started
- Do’s and Don’ts
- Bells and Whistles to Leverage
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Are you looking to extend your investment in Clarity and share it with other stakeholders in your company? We know organizations today are looking for cool collaborative ways to work. Come check out what Clarity has to offer. -
Are you looking to extend your investment in Clarity and share it with other stakeholders in your company? We know organizations today are looking for cool collaborative ways to work. Come check out what Clarity has to offer. -
Discover best practices for managing complex Apptio architectures, including custom use cases, key decision points for working within CT projects or creating custom projects, and the importance of focusing on the data layer and model. Gain insights from valuable lessons learned and develop a robust production release strategy that encompasses calculation times, check-ins, rollbacks, and automation. This session will equip you with the knowledge and skills to optimize your Apptio environment and navigate complex architectures with confidence. -
Demystify GEL scripts and learn best practices for GEL script development and maintenance. We'll discuss code formatting, comments, pros and cons of various GEL tags, and any other topics that have been on your mind. With several instructors we can break into smaller groups to ensure we answer all of your specific questions including advanced use cases like notifications, querying the database, etc. -
In this course we'll go beyond the basics of SQL and focus on writing clean, efficient, and scalable queries. We'll cover industry-standard best practices for structuring SQL code, optimizing performance, using functions, and working with large datasets in a maintainable way.
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